none
Project Server 2010 to 2013 Migration - Handling the Custom fields? RRS feed

  • Question

  • We are planning to upgrade our EPM from 2010 to 2013. I'd like to know how to deal with migrating custom fields:

    1. Will all the custom fields get migrated since the databases contain the structure details?

    2. Will the custom field lookup tables and data get automatically migrated?

    I've only been able to see this article which identifies the kinds of customizations that will need to be handled:

    http://technet.microsoft.com/en-us/library/cc263203(v=office.15).aspx

    Any advice is welcome, thanks!

    Wednesday, April 2, 2014 6:49 AM

Answers

  • Hello,

    When upgrading using the database attached method (only supported full upgrade method), the config of Project Server 2010 and data in Project Server 2010 will upgrade to 2013. The customisation you are talking about (custom fields) sound more like configuration rather than customisations. It is only customisation such as any custom code / solutions that would need special consideration for upgrade.

    Paul


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS

    • Marked as answer by EPM Quest Monday, April 7, 2014 11:27 AM
    Wednesday, April 2, 2014 6:36 PM
    Moderator

All replies

  • Not knowing if you made any "customizations" at the Custom Field/Lookup Table level, and assuming you are following the Database Attach Upgrade process, in general, all the custom fields/lookup tables will migrate, along with the data, for projects, resources etc., 

    The full process for migration Project Server 2010 is here: http://technet.microsoft.com/en-us/library/gg502590(v=office.15).aspx

    I would also suggest going through these posts by Alex Burton, for any posisble issue you might face. http://epmsource.com/tag/migration/

    Prasanna Adavi,PMP,MCTS,MCITP,MCT


    Wednesday, April 2, 2014 4:15 PM
    Moderator
  • In addition to Prasanna reply, I'd suggest to take a backup of your entire configuration with the Playbook (downloadable at http://technet.microsoft.com/en-us/library/gg128952(v=office.14).aspx). That will save in an XML file all your server settings configuration. 

    As per this thread, Barbara tested it in a 2013 environment and it worked.

    Note aslo that FluentPro proposes many migration tools.

    Hope this helps.


    Guillaume Rouyre - MBA, MCP, MCTS

    Wednesday, April 2, 2014 4:21 PM
    Moderator
  • Hello,

    When upgrading using the database attached method (only supported full upgrade method), the config of Project Server 2010 and data in Project Server 2010 will upgrade to 2013. The customisation you are talking about (custom fields) sound more like configuration rather than customisations. It is only customisation such as any custom code / solutions that would need special consideration for upgrade.

    Paul


    Paul Mather | Twitter | http://pwmather.wordpress.com | CPS

    • Marked as answer by EPM Quest Monday, April 7, 2014 11:27 AM
    Wednesday, April 2, 2014 6:36 PM
    Moderator
  • Thanks!
    Monday, April 7, 2014 11:25 AM
  • Thank you.
    Monday, April 7, 2014 11:26 AM
  • Hi Paul,

    Thanks for the information, it answers my question.

    Regards,

    Epmquest

    Monday, April 7, 2014 11:27 AM