Installation and Deployment > How to Migrate to HOPEX V5 > Main steps to migrate data to HOPEX V5.0
1. Main steps to migrate data to HOPEX V5.0
The data migration consists of several main steps:
 
1. Prepare data for migration
 
This step requires HOPEX V4.0 or HOPEX V3.0 (source version allowed for direct migration).
 
This step performs a validation that the existing data is compliant with the future metamodel and that customizations associated MetaAssociation behaviors are saved.
 
It also checks for pre-requisites, identifies solution packs used, and helps to determine the value of important parameters (options).
 
Most of this work requires human intelligence and knowledge of data that has been modelled within the tool. As a consequence, it cannot be automated and should be scheduled in advance of a production migration.
 
2. Upgrade data
 
This step requires HOPEX V5.0.
 
The process upgrades the metamodel and converts data to the format required by the HOPEX platform. This is carried out via conversion tools that need to be run manually from the Administration Console (administration.exe). The procedures vary according to the source version your existing data.
 
In addition, this allows important parameters to be reviewed (options).
 
3. Check upgraded data and customizations
 
This step requires HOPEX V5.0.
 
This step involves validation from the end user perspective since they are most familiar with the prior state of the data.
 
Modelled data has been correctly migrated.
Customizations have been correctly migrated.
 
This step also requires human intelligence and knowledge of modelled data. Therefore, it cannot be automated.