Read this before upgrading PM Central

Read this before upgrading PM Central

Before upgrading PM Central:

  • Always back up your sites before upgrading.
  • Keep a detailed log of your changes.

Bamboo recommends that you perform the upgrade during off hours and that you either lock down the sites or render them unavailable by stopping the World Wide Web Publishing Service on all Web front-end servers or stop the App Pool(s) to prevent access. Doing so prevents the software assemblies from being locked by a process which sometimes prevents a successful upgrade.

ATTENTION: You must have PM Central R2.0 or higher to upgrade to R3.0 or R3.5 before upgrading to PM Central R4.0/4.1/4.2 from a previous version. It is not possible to upgrade from PM Central R2.x to R4.x directly. If you have an older version of PM Central (R1.x), contact Bamboo Support or your Bamboo Account Manager to obtain the correct prerequisite version.

The table below lists several customizations and whether you will lose the customizations after an upgrade. For more information, read Customization Best Practices.

Customization Can I make the customization in the current version? (PM Central 4.2/4.1/4.0 or older version) Will the customization be retained after I upgrade to the current version (R4.0/4.1/4.2)? (PM Central 3.0 or newer version)
1. Add new Web Parts to the pages Yes, new web parts can be added to pages in the current or older version.

Yes, the new web parts will be retained when you upgrade from R3.0 or higher to R4.0.

NOTE: You need to upgrade from R2.x to R3.0 or R3.5 first before upgrading to R4.0/4.1.

However, If you upgrade from a pre-R3.0 version, web parts added to pages will not be retained.

2. Add additional columns and/or views to existing lists or add new lists (e.g., project tasks list, status reports, custom lists, etc.) and/or libraries (wiki, collaboration, translation, Shared Documents folders, etc.) to sites. Yes, you can add additional columns or views to existing lists as well as add new lists or libraries to sites in the current or older version. Yes, the additional columns, views, lists, and/or libraries will be retained after the upgrade.
3. Change the look and feel of themes and graphics.

Yes, you can modify graphics and themes in the current or older version.

NOTE: In R2.x or higher, be sure to follow the Customization Best Practices and use the nested master page and the nested CSS files for modification as recommended.

Yes, these modifications will be retained when you upgrade from R3.0 or higher to R4.0/4.1/4.2 if you used the nested master page and the nested CSS files for modifications in R2.x.

However, if you upgrade from a pre-R3.0 version, modifications to graphics or themes will not be retained.

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4. Add new navigation tabs on portfolio, department, and/or project sites Yes, you can add new navigation tabs in the current or older version. Yes, the new navigation tabs will be retained after the upgrade.
5. Create new web part pages in the portfolio, department, and/or project sites.

Yes, you can create new web part pages in the current or older version.

NOTE: Be sure to store the new pages in the PMCentralPages library.

Yes, new web part pages will be retained after the upgrade, as long as the new pages are stored in the PMCentralPages Document Library.
6. Modify the master page and CSS files with or without SharePoint Designer.

Yes, you can modify the master page and CSS files with or without SharePoint Designer in the current or older version.

NOTE: In R2.x or higher, follow the Customization Best Practices to use the nested master page and the nested CSS files for modification.

Yes, these modifications will be retained when upgrading from R3.0 or higher to R4.0/4.1/4.2 if you used the nested master page and the nested CSS files for modifications in the previous version. Follow our policies for customization in Customization Best Practices.

NOTE: If you upgrade from a pre-R3.0 version, modifications to the master page or CSS files will not be retained.

7. Modify some properties in the web part tool panes Yes, you can modify some properties in the web part tool panes in the current or older version.

Changes to Chart Plus Web Part and Data-Viewer Web Part configuration properties will not be retained. All other Web Part configuration properties will be retained when you upgrade from R3.0 or higher to R4.0/4.1/4.2.

If you upgrade from a pre-R3.0 version, modifications to Web Part properties will not be retained.

8.

Add additional columns and views to existing lists; add new lists; add documents to the document libraries; change logos; and save the template as a standard site template for creating other project sites.

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Yes, you can add additional columns and views to existing lists; add new lists; add documents to the document libraries; change logos; and save the template as a standard site template in the current or older version. Yes, these modifications will be retained after the upgrade.