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Expert Tips for a Smooth CABINET VISION Migration: Key Steps and Best Practices
Upgrading to a new version of CABINET VISION can be a complex process, involving not just the software itself but also your network, connected systems, and hardware. Whether your company uses MES, ERP, or other integrated software systems, upgrading CABINET VISION can impact multiple areas of your IT environment. This blog outlines what you can expect and how to prepare for a smooth upgrade, drawing from expert tips and real-world experience.
Get Your IT Team Involved Early: A Key Step for a Smooth Migration
While Planit Canada technicians are experts in CABINET VISION software, your IT team plays an essential role in the upgrade’s success. They understand your network, server configurations, user permissions, and any third-party integrations that may be impacted by the new version. It’s important to involve them early on to ensure everything runs smoothly.
To assist with the installation process, here’s a checklist of key preparation steps:
Preparation Checklist
Step 1: Review System Requirements for the Server and Workstations
Ensure that your system meets the minimum requirements for the new version of CABINET VISION. Failing to meet these requirements can lead to slower performance, compatibility issues, or installation failures. This should be the first check on your list. The most up-to-date system requirements are on the Hexagon portal: CABINET VISION Minimum System Requirements.
Step 2: Ensure IT is Available on the Day of Installation
Your IT team will be needed on the installation day to ensure proper configuration of network settings, permissions, and user access. This might include creating new group policies for domain users or granting full control to the appropriate users for accessing shared CABINET VISION folders.
Step 3: Download the Latest Installation Files from the Hexagon Portal
The latest version of CABINET VISION, including both the Primary Setup and the Language Pack, can be found in the download section of the Hexagon portal (Customer Portal – Secure Customer Login). Both files are required for the installation. The Language Pack includes the regional database for Planit Canada in English and French, ensuring the system is localized for your needs.
Step 4: Multiple Reboots Will Be Performed During the Installation
If you’re using SQL Server 2012 or an earlier version, migrating to SQL Server 2019 is the first step before upgrading to the latest version of CABINET VISION. This migration requires a reboot. Once SQL Server is upgraded to the supported version, we can proceed with installing and migrating to the latest CABINET VISION version, followed by a final reboot.
Step 5: All CABINET VISION Users Must Close Their Software
To avoid file locks or data corruption, all users must close their CABINET VISION software during the installation process. This ensures no active files are in use while the software is being upgraded, preventing errors during the migration.
How Much Time Will It Take?
The duration of the upgrade depends on several factors:
- Server/PC Performance: Faster systems with more resources (e.g., CPU, RAM) will typically complete the migration faster.
- Database Size: Larger databases will naturally take longer to migrate.
- Version Gap: If you’re upgrading from a significantly older version (e.g., more than 3 years behind), additional time may be required to bridge versions. For instance, migrating from CABINET VISION 12 (CV12) to CABINET VISION 2024 (CV2024) could require an intermediary upgrade to CV2023 before transitioning to CV2024.
We recommend allocating at least 3 hours for the server installation, but the actual time may vary depending on your system’s specifications and the complexity of your database. In some cases, multiple installations may be required to ensure compatibility between versions.
Additional Considerations for a Smooth Upgrade
Here are some final tips to ensure everything goes smoothly during and after the upgrade:
- Back up Your Database: Always back up your database before starting the upgrade. This ensures that you can restore your data without losing critical information if anything goes wrong during the migration.
- Test the New Version After Installation: Once the upgrade is complete, test the new version on several workstations to ensure everything functions as expected. You might also need to provide re-training for some users if there are interface changes or new features. Additionally, the upgrade may require some adjustments to your database for optimization purposes.
- Check Compatibility with Third-Party Software: If your CABINET VISION setup is integrated with other software (MES, ERP, etc.), make sure to verify compatibility with the new version. Ensuring that all systems are working together seamlessly will help avoid disruptions post-upgrade.
Ready to Upgrade Your CABINET VISION Software?
Upgrading to the latest version of CABINET VISION can significantly enhance your workflows and improve your overall experience with the software. Following the steps outlined above and working closely with your IT team can ensure a smooth and successful migration.
Contact us today to schedule your upgrade session and ensure a seamless transition to the new version. Planit Canada is here to guide you every step of the way!
Curious about what’s new in the latest version? Discover the intelligent new tools in CABINET VISION 2025.