Installation guide

2. Define which preferences will be getting migrated at the user level, therefore overriding role
inheritance, by consulting the exported user data (refer to page 87) and the list of IMPAX 5.2
preferences migrated to IMPAX 6.5.3 (refer to page 118).
3. Pinpoint areas where the migrated preferences would interfere with the preferred inheritance
model.
Depending on how many preference groups would be affected, and how many users need migrating,
you can then manage the problem one of two ways:
1. Do not migrate users. Instead, re-create them all in the training server cluster.
or
2. Migrate the users, then remove the custom preferences where needed.
To override all custom preferences within a role, you can use the Configure area Use roleName
Settings for All command, as described in “Overwriting custom preferences” (topic number
9425) in the IMPAX 6.5.3 Client Knowledge Base: Extended. To delete particular preferences
only, you can use the Profile Update tool installed on the Application Server, as described in
Removing a preference from a role’s sub-roles and users.
Migrating hanging protocols
(Topic number: 10060)
IMPAX 6.0 and later has introduced a new method of storing user preferences. As a result, hanging
protocols once stored as a system or user configuration are now assigned to roles and individual
users. Because of this architectural change, when migrating from IMPAX 5.2 or 5.3, only user hanging
protocols are migrated; system hanging protocols are not.
You may therefore wish to do some analysis on the IMPAX 5.2 or 5.3 system hanging protocols
before migrating the user data, to plan how they might map into the IMPAX 6.5.3 role hierarchy.
For more information on configuring hanging protocols in IMPAX 6.5.3, refer to the “Setting hanging
protocols” section (topic number 8753) in the IMPAX 6.5.3 Client Knowledge Base: Extended.
Finding the exported IMPAX Select wizards
(Topic number: 29641)
5.
Important!
This topic applies only to IMPAX upgrades and not to migrations from WEB1000.
Follow this procedure only if the number of wizards is small. For managing many wizards, consult
Tips for managing large numbers of wizards (refer to page 90).
IMPAX Select wizards are exported into the users.xml file created when exporting the IMPAX user
information. Because of the introduction of standard worklists in IMPAX 6.0 and later, these exported
Select wizards cannot be imported into IMPAX 6.5.3. Use the contents of the users.xml file to define
which Select wizards must be re-created as standard worklists.
AS300 Preparing to Upgrade Guide—IMPAX 4.5, 5.2, 5.3,or WEB1000 to IMPAX 6.5.3 89
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