Moving Cradle Projects

Are you upgrading/updating your servers? Here we explain moving Cradle projects from an old server to a new server. There are two ways to do this:

  • Moving projects to a new server with the same Cradle version
  • Moving projects to a new server and upgrading to a new Cradle version

Both of these scenarios are detailed below.

Please note if users have Personal definitions, e.g. if they are are using Sessions, these will either need to be copied or exported and imported to the new server. Personal definitions are located in $CRADLEHOME\admin\definitions\personal and the folders have the users names. If copying the definitions they need to be placed in the same location within the personal folder.

New Server with Same Cradle Version

If you are not upgrading Cradle at this time, this is really simple to do.

  1. Create the Cradle projects on the new server with the same project code as previously created on the old server. Ensure the pathname is the location where the databases will be stored.

    Create Project dialog
    Create Project dialog
  2. Copy the contents of the Cradle projects on the old server to the new server. The directory contains all of the data including user profiles, project setup, definitions etc.
    Explorer showing project contents
    Project Contents

    New Server with New Cradle Version

If you are upgrading the Cradle version as well as migrating to a new server, this is slightly more complex.

The safest method (although can be time consuming) is to create export files of the existing Cradle databases and then import them into the new server installation.

  1. When exporting the information from the “old” server, ensure Owner is set to Everything as shown below:Export Information dialog showing Owner option
  2. Once the new version of Cradle has been installed on the new server, you need to create the Cradle projects on the new server.
  3. In the new project you can then import the data exported from the old server . When importing, ensure Owner is set to As in file, Overwrite is set to On and the top four validation checkboxes are selected:Import Information dialog showing import options
  4. Repeat this for all projects

Another way to achieve this is to copy the project directories from the old server on to the new server and then manually convert the projects.

  1. Create the Cradle projects on the new server with the same project code as previously created on the old server with the pathname being the location where the databases will be stored.

    Create Project dialog
    Create Project dialog
  2. Copy the contents of the Cradle projects on the old server and overwrite the contents of the newly created projects on the new server. The directory contains all of the data including user profiles, project setup, definitions etc.
  3. Manually run the necessary converters to ensure the new projects are in the same format as the new Cradle version installed. Please note this may be several converters if converting from a much older version.

Note: Please ensure the projects have been converted BEFORE logging in.

Create a New Database Based upon a Previous Database

The Problem

I want to create a new database that is a copy of a pre-existing database minus the actual data.

Cradle Project Environment

The environment for the Cradle project will contain:

  • Project Setup
  • Supporting definition files (views, forms, queries, documents etc.)
  • Users*

*If you will have the same users in the new project that are in the existing project.

The Solution

To avoid the Personal and/or User definition files being part of this import, we would suggest the following:

  1. Log in to the existing project as MANAGER
  2. Select Project > Export
  3. In the Export dialog set Owner to  Everything and Info Type to Project Schema and User Profiles (if users are required, see comment above)

Screenshot showing export of project schema and user profiles

  1. Press Export to create the export file and close the Export Status dialog but do NOT close the Export Information dialog:Screenshot showing Export Status
  2. In the Export Information dialog, change the Info Type to ONLY show Definition Files:
    Screenshot showing Export Definition Files
  3. You will see that some new options appear – Definition Type and Location:
    Screenshot showing Info Type Definitions filter in Export
  4. The Definition Type option allows you to specify the types of definition file to be included in the export. For this example, we will leave this as All:
    Screenshot showing Definition Types in Export
  5. The Location option defines which location you are exporting the definition files from.
    Users may have created Personal or User definition files that might not be relevant to the new project.
    Personal and/or User definitions might only have been useful to an individual person rather than the project so could be omitted.
    In this case, we would only need to select Team*, User Type* and Project

    * It may only be necessary to select Project

    Screenshot showing Location of definitions in Export

  6. Press the Export button again. This will present you with the option to Overwrite, Append or Cancel. Select Append:
    Screenshot showing Overwrite or Append
  7. In Project Manager, create your new project with an EMPTY schema:
    Screenshot showing Create New Empty Project
  8. Log into the new project as MANAGER
  9. Select Project > Import and set Owner to As in File and Overwrite to On:
    Screenshot showing Import Information
  10. You will see that your new project contains:
  • Users
  • All the Project Setup information including the phase hierarchy and all supporting definition files

Summary Note

If you had NOT chosen to append the definition files, it is highly likely that the phase hierarchy from the existing project would not work in the new project and would produce errors.

These definition files are important to define the WorkBench environment.

Also, if you had chosen to export all the definition files, this may have resulted in numerous views, forms, queries, documents etc., that are not particularly relevant or accepted into project definitions.

Managing Projects

Managing Projects in Cradle

When you have a large number of projects and users it can get difficult to track them all. Project Manager, part of the Cradle suite, provides a method to hierarchically organise, categorise and sort your projects.

Project Manager showing projects in folder organisation.
Organise projects in Project Manager

Classification / Categorisation

A Project may belong to more than one sub category, “Mechanical Department” and “Current Project”, you can place a link to the project in each of these folders. In the future the link may be in the “Mechanical Department” and “Completed” folders, its up to you. Project manager can also add a host of user defined categorisations and references. This will help identify a project and its associated contracts or references,  now and in years to come.

Attributes

You can set attributes for each project. These can provide extra details about the project’s purpose, status, dates and so on. Project Manager ships with nine default attributes, however, you can add your own or change those supplied.

  • Alias  ‘Alias ID for the project, such as an alternative project ID number’
  • Division ‘General Description such as the company division doing the project’
  • Branch ‘General description such as the company branch doing the project’
  • Customer ‘General description such as the name of the customer for the project’
  • Reference ‘General Description such as the RFP or ITT reference number’
  • ‘Inception Date’ ‘General description such as the start date of the project’
  • Purpose ‘General project description, used in any manner found to be useful’
  • Summary ‘General project description, used in any manner found to be useful’
  • Description ‘General project description, used in any manner found to be useful’
Showing the range of Project Attributes that can be set for a project

    Setting Project Attributes

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