Migrating from a 2.5 Forms tool to a 3.0 Forms tool

You can migrate the design and (optionally) the data records from a Groove version 2.5 Forms tool to a Groove 3.0 Forms tool. The recommended steps for performing the migration are as follows:

  1. Export the 2.5 Forms tool design as a Forms Database Template (.fdt) file.

  2. Import the .fdt file into a 3.0 Forms tool in a new workspace.

  3. Export the 2.5 Forms tool data records as a Binary XML file.

  4. Import the Binary XML file into the 3.0 Forms tool.

Note the following caveats about the migration process:

Exporting the 2.5 Forms design

In Groove 3.0:

  1. Open the Forms Manager.

  2. Click Create Template.

  3. Save the Forms Database Template (.fdt) file to a folder in your file system.

Importing the 2.5 Forms design into a 3.0 Forms tool

  1. Create a new 3.0 Workspace.

  2. Add a Forms tool to the new workspace.

  3. Select File - Use 2.5 Template... and select and open the Forms Database Template file you exported from the 2.5 Forms tool.

    All 2.5 Forms design objects should now be present in the 3.0 Forms tool.

Exporting the 2.5 Forms data records

In Groove 3.0:

  1. Go to the data view in the original 2.5 Forms tool.

  2. Select File - Export All Entries - Binary XML...

  3. Save the XML Export file to a folder in your file system.

Importing the 2.5 Forms tool data records into a 3.0 Forms tool

  1. Go to the 3.0 Forms tool in which you imported the 2.5 design.

  2. Select File - Import - Forms 2.5 XML or Binary and select the XML file you exported from the 2.5 Forms tool.

    All original data records should now appear in the data view.

You can now re-invite members to the new workspace. Note that all members will retains all associations with records they had originally created or updated.