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Considerations for Migrating or Upgrading Nintex for SharePoint

QUESTION
What considerations should be made when upgrading to a later version of Nintex for SharePoint?
ANSWER

Ensure the destination environment has the same content.

To prevent upgrade issues from third-party tools, read this first: Nintex Workflow Backup and Restore. Nintex requires that the destination environment contain the same content as the source environment: GUIDs, content types and directory structure. Third-party tools can change this content, causing issues during upgrade. 

Use the Database Attach method for migration.

The primary supported migration method for full content migration is the Database Attach method. For more information, see Nintex Workflow Backup and Restore. This method ensures migration of all content and ensures that running workflows continue. Any other method requires running workflows to cease during migration.

Migrate to the next immediate version before migrating to the desired version. 

Migrating directly from Nintex for SharePoint 2007 to Nintex for SharePoint 2013 or 2016 is not supported. It is necessary to migrate to each succeeding version individually. For example, migrate Nintex for SharePoint 2007 to 2010, and then to 2013, and then to 2016. For more information, see Upgrading from Nintex Workflow 2007 to 2013 and Nintex for SharePoint 2016 Upgrade Guide

Upgrade to claims authentication (optional).

When upgrading to claims authentication with the upgrade to Nintex for SharePoint 2013 or 2016, be certain to perform an upgrade to claims and confirm functionality before proceeding to the rest of the migration. For more information, see Claims based authentication for Nintex Workflow 2010 > 2013 migration and Upgrade web applications to claims authentication  For SharePoint 2010, Microsoft recommends to convert SharePoint 2010 Products classic-mode web applications to claims-based authentication in SharePoint 2010 Products and then upgrade to SharePoint 2013.  Additional information can be found in the following Microsoft article: Migrate from classic-mode to claims-based authentication in SharePoint 2013

Considering migration in stages.

To perform a migration in stages, see Splitting existing SharePoint and Nintex Content Databases

Restart workflows containing actions that use credentials.

If upgrading to Nintex for SharePoint 2013 or 2016, it might be necessary to restart running workflows, such as workflows containing actions using credentials. Test old designs in the new version of Nintex for SharePoint prior to migration. 

Run NWAdmin commands using the command prompt.

NWAdmin commands must be run in the command prompt. NWAdmin comments are not PowerShell friendly. For more information about NWAdmin, see the NWAdmin Guide (2016 | 2013 | 2010). 

Nintex Forms for SharePoint 2013 upgrade

Upgrading Nintex Forms 2010 to 2013

Nintex Workflow for Project Server - SharePoint

Upgrading from Nintex Workflow for Project Server 2010 to 2013
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‎11-20-2018 08:47 AM
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