Upgrade Planning

This section discusses the suggested process for upgrading a V8i (SELECTseries 4) Refresh (08.11.11.559 or .590) or later system to the current version. The process outlined below is intended to serve as general guidance only and may not apply to all installations. You should become familiar with the new capabilities of this version before upgrading your production environment to ensure a successful upgrade.

CAUTION:

Contacting Bentley Professional Services is highly recommended for site assessment, installation, and configuration services in support of the upgrade process.
It is highly recommended that a test conversion be performed and validated prior to upgrading a production environment.
Upgrading from any version earlier than V8i (SELECTseries 4) Refresh (08.11.11.559 or .590) requires assistance from Bentley Professional Services due to the complexity of the upgrade. In particular, you must first update your earlier version database schema to V8i (SELECTseries 4) Refresh, before it can be updated to the current version.
Some upgrades, depending on the version you are upgrading from, require that you check in all checked out documents before upgrading, to ensure the integrity of master/reference document relationships. Exported documents can remain exported during the upgrade. See the Precautions section for details.