Nintex Workflow 2007 to 2010 Pre Upgrade Check Tool Instructions

Document created by Emily Billing Employee on Jun 22, 2014Last modified by Emily Billing Employee on Jul 16, 2014
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When migrating from Nintex Workflow 2007 to Nintex Workflow 2010, we recommend running the Pre-upgrade Check tool, to identify any workflows which may have an issue when upgrading to Nintex Workflow 2010 and SharePoint 2010. The Pre Update Check tool is attached to this article.

 

Please read the Loop disabled in SharePoint 2010 article for more background on the issue with upgrading workflows.

 

Process

The tool scans the Nintex Workflow databases and the SharePoint sites to check for a workflow that contains an obsolete activity. A report file called NWUpgradeReport.html is created in the same directory as the tool executable.

 

Usage

usage.png

NW2007ToNW2010PreUpgradeCheck.exe [-verbose] [-grid]

 

Both parameters are optional and can be specified in any order:

 

-verbose

If the tool is unable to access a site or list, this option will show details of the error in the report. If this option is not specified, access errors are skipped over

 

-grid

When this option is specified, the output is formatted as a grid which can be opened in Excel.

 

Security

The upgrade tool needs access to all sites and lists in SharePoint to check the workflow data. Therefore it is strongly recommended that the tool is run as the farm service account.

Output

output.png

The default output format lists each workflow that will have an issue after upgrading.

  • Workflow: The name of the workflow that requires action.
  • Site: A link to the site containing the workflow.
  • List: A link to the list that the workflow is published to.
  • Last published: When the workflow was last published.
  • Last published by: The name and email address of the user who last published the workflow.

 

The information section outlines what causes this workflow to be marked as an upgrade problem. The above explanation contains:

  • The obsolete actions that the most recently published version contains. The actions the tool is checking for are the Loop action, the State Machine action and the For Each action.
    Note: The Loop action may be listed even if it is not visible when viewing the workflow definition. This is because it is used internally in the ‘State Machine’ and ‘For Each’ actions.
  • Whether new instances that start will contain the obsolete actions.
  • Whether running instances that are not the latest version contain obsolete actions.
  • A link to the SharePoint workflow settings for the list. This page shows each version of each workflow and how many instances are currently running.

 

Response to the output

If any workflows contains obsolete actions and is currently set to allow new instances, the workflow must be republished in Nintex Workflow 2007 build 11002 or later.

If any currently running workflow instance contains an obsolete activity then either the workaround described in the “Loop disabled in SharePoint 2010” must be implemented or an upgrade should not happen until running instances with the obsolete actions have completed (and therefore any running instances have been started since republishing the workflow in 11002 or later).

Outcomes