A customer asked us what might happen to his templates if he were to upgrade to the most current version of Windward. I figured you might have similar questions and that I should write a short post on upgrading best practices. So here you go!
How do Engine and AutoTag version upgrades work together?
Just keep one basic concept in mind: The version of the Engine you are using must be equal to or greater than the version of AutoTag you are using. That’s because newer versions of AutoTag use newer features that older versions of the Engine don’t recognize. If your AutoTag version is greater than your Engine version, you risk creating features in your template that the Engine cannot process correctly.
Can I use my old templates after I upgrade AutoTag?
Yes! We recommend you simply open your templates in AutoTag and run the Clean Template tool. This creates a new template that scrubs the file, closes your existing template, opens the new scrubbed template, deletes the old file, and renames the new file to the name of the original file.
What about cleaning my templates via the Engine?
You can do this programmatically as well by running your report template through the Engine without a data source and specifying the same document format for the output. There’s also a batch tool tool that installs with each Engine so you can clean a group of templates in order to convert them to a newer version of Windward.
Do I really need to upgrade?
Only you can know the answer to that, but if you’re looking for a list of everything that has changed since you last installed Windward, our wiki’s What’s New page describes new features and tools in each version. (BTW, in our recent customer survey, we found several instances of customers asking for features they didn’t know had been added to later versions of Windward.)
Where can I find out more?
Our documentation wiki provides lots of details on the above questions (and then some). I invite you to check out “Version Upgrade Best Practices.”
Author: Valerie Schilling
Valerie is passionate about people. Her strengths, with many years in the tech industry, are deeply rooted in relating and communicating. Valerie has an unparalleled tenacity to ensure the people she works with get what they need. Even if your problem is not solved immediately, your day will be brightened by her intelligent and cheerful demeanor.
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