Upgrading to ArcGIS 10 Describes industry best practices when upgrading and Esri and/or Schneider Electric GIS system from 9.x to 10.x at a utility company. How to avoid the common problems, take advantage of the common benefits.

1. Upgrading to Arc 10
Avoid the Pitfalls, Reap the Benefits

2. Upgrading to Arc 10
Avoid the Pitfalls, Reap the Benefits
Skye Perry
Principal Consultant
SSP Innovations
skye.perry@sspinnovations.com
Brian Reeder
GIS Analyst / Upgrade PM
CoServ Electric
breeder@coserv.com

3. Agenda
Introductions
Informal Poll – Where are you at?
Background – Why Upgrade
Upgrade Components
Databases
Product Software
Customizations
Business Benefits

4. Introductions
Brian Reeder – CoServ Electric
GIS Analyst
Worked with CoServ for 5 Years
V10 Upgrade Project Manager
Been Through 2 Past Upgrades
Software:
ArcGIS Desktop
ArcSDE – Oracle
ArcGIS Engine
ArcGIS Server
ArcFM Desktop
Designer
Geodatabase Manager
ArcFM Replication
ArcFM Viewer for ArcGIS Engine
ArcFM Redliner / Inspector
Responder

5. Introductions
Brian Reeder – CoServ Electric
GIS Analyst
V10 Upgrade Project Manager
Been Through 2 Past Upgrades
Skye Perry – SSP Innovations
Principal Consultant
Esri & Telvent Technical Architect
Lead the SSP team to implement the upgrade at CoServ
SSP Innovations is a Premier Telvent Implementation Partner

6. An Informal Poll
How many are running version 9.x?
How many plan to upgrade to version 10 this year?
How many have already upgraded to version 10?

7. Why Upgrade?
Esri and Telvent Support
Once 10.1 is released, 9.3.X Moves to “Mature Support”
After 12 months of Mature Support Moves to “Retired Support”
Recommendation is to get to 10 Sooner than Later
Re-architecture of Esri at v10
Better Performance
New User Interface
Many Usability Enhancements
New Functionality
Telvent New Functionality
Initial 10 Releases – Compliance with Esri
10.0.2 and 10.0.3 – Introduced New Functionality

8. CoServ Annual Upgrade Plan
Upgrades Targeted Each Fall
Enterprise GIS technology standards kept as current as
possible.
Keeps your enterprise GIS upgrade projects manageable and
less complex.
Resource management easier because it’s in the plan annually.
Annual thorough evaluation of your enterprise GIS needs.

9. Upgrade – Esri Database
Esri Geodatabase Upgrade
The “OLD” Way: SDE Command Line
sde setup –o upgrade
The “NEW” Way: Esri Geoprocessing Task
Install v10 ArcSDE Software
Connect to your 9.3.x GDB via a Direct Connection
Right click the GDB Connection  Properties
Prerequisite Validations
Invalid Domains
GDB-registered Tables That Don’t Exist
Esri Replicas That Don’t Exist
Upgrades the Schema In Place

10. Esri v10 SDE Schema
At 9.3 (and previous) At 10
Complete Overhaul of GDB Tables

11. Esri v10 SDE Schema (cont)
Where did all that data go?
GDB_ITEMTYPES
Type of object – Feature Class, Relationship Class, Table, Domain
GDB_ITEMS.Definition contains XML
Has all the details from previous tables
Join Ex:
XML

12. Esri v10 SDE Schema – SQL Server
SQL Server has Native Support for the XML Data Type
Allows User to View Easily
And Query Easily via XPath
Definition.exist('/DEFeatureClassInfo/Subtypes')
Definition.query('/DEFeatureClassInfo/AliasName/text()')

13. Esri v10 SDE Schema - Oracle
Oracle GDB_ITEMS.Definition Column is Numeric
References Separate Tables where XML is stored as a CLOB (binary)
Use the view GDB_ITEMS_VW to get the XML
No Advanced/Native Support
Must Parse the XML Text Externally (in code, Xpath, etc)
Querying this view requires Oracle access to the SDE Binaries
Allows Oracle SDE Queries to Utilize Compiled DLLs

14. Upgrade - Telvent Databases
Telvent Geodatabase Upgrade
Right click GDB
ArcFM Tables
Right click GDB
Upgrade
PX (Session / Workflow Mgr)
PX Database Upgrade Tool

15. Upgrade – Telvent Databases (cont)
Responder
Telvent provides upgrade SQL scripts for Oracle and SQL Server
Run in Oracle SQL Developer, TOAD, etc
Run in SQL Server Management Studio
Run each set of database upgrade scripts for your version
9.3.1 SP1 to 10.0.1 SP1
10.0.1 SP1 to 10.0.2
10.0.2 to 10.0.3
Etc
Our Recommendation
Develop your own custom SQL scripts based on the provided scripts

16. Upgrade – Product Software
ArcGIS Desktop 10
REMEMBER – must install VBA (separate – free – license from Esri)
Otherwise Mostly Straightforward

17. Upgrade – Product Software
Most Esri & Telvent Software is 32-Bit
Exceptions – ArcSDE, ArcGIS Server, few others
Many Utilities Moving to Windows Server 2008 R2 (64-bit)
Allow Time for Ensuring 32-Bit Apps Run Successfully
Tips & Time Savers:
Microsoft IIS 7:
Enable 32-Bit Apps on 64-Bit Server
Set Web Application to Run in a 32-Bit Application Pool (Responder/Replication)
Ensure Correct Versions of MS .Net Framework Registered with IIS for ASP.Net
Use the Oracle 32 Bit Client
Works for Desktop and Batch Apps
ASP.Net to Oracle
Install Oracle ODP.Net (part of Oracle ODAC)
Ensure Matching Version

18. Upgrade – Product Software
Got Most Products Up and Running w/out Problems
Configuration File Upgrade Options
Use Telvent Upgrade bat Scripts to Update Your Config Files
Reconfigure Using Latest Product Config Files
Use a Compare Tool to check differences in product vs. legacy config files
Applies to:
Responder
ArcFM Replication
Geodatabase Manager
General Recommendation – Compare & Reconfig

19. Upgrade - Customizations
Got Visual Basic 6?
It’s time to say farewell…
Get this out of the way at 10
Stop Procrastinating!
No support in 10.1
v10 Still Based on Microsoft .Net Framework 3.5
Can Use Visual Studio 2008 or Upgrade Code to 2010
ArcFM SDK Limitation to VS.Net 2008
Install 2008 & 2010, Install ArcFM SDK, Upgrade to 2010

20. Upgrade – Customizations (cont)
At v10 Esri is Moving Away from COM Registration
COM requires registry access for installation
Requires user to be a Local Administrator
dll mishaps in the registry
Esri Now Uses XML Files to Register
Customizations w/ArcGIS
Fairly Well Documented
Telvent Registration Is Not All The Way There… yet
Leave your COM registration in place at v10
Dlls registered for COM Use
Each Class Has Unique GUID and PROGID
Telvent Provides a Handy New Version of RegX
Handles Both Telvent & Esri Registration

21. Upgrade – Telvent Customizations
For Each Co-Class That Implements an Esri/Telvent Interface
Add New Class Attributes Identifying Required Registration, Exs:
Attributes Not Supported on Base (Abstract) Classes
Compile dll (which includes COM registration)
Run Telvent’s RegX.exe Available in ArcFM “bin” Folder
Example Usage:

22. Upgrade – Telvent Customizations
RegX Takes Care of:
Esri ArcGIS Registration (Commands, Tools, Menus, Extensions)
Telvent Registration (AUs, Subtasks, Validation Rules)
Build RegX into Your Custom Installer as a Custom Action
Reminder – Leave Existing COM Registration Custom Action In Place
Telvent Customization Upgrade Workflow (courtesy Bill Bott):
http://resources.arcfmsolution.com/Customizations/CustomizationFlow.pdf
The RegX process handles the ecfg files mentioned in the workflow, you
do not need to copy the ecfg files if RegX is used in your installer

23. Upgrade – Esri Batch Processes
For All Batch Apps
Exe’s Outside of ArcGIS
Windows Services
Web Interfaces
At 9.X - Explicitly Check Out Esri/Telvent Licenses
At 10 -Tell Esri the Product Code BEFORE Checking out Licenses
Add This Line of Code Before You Check Out the License:
Options:
ArcGIS, Desktop, Engine, ArcReader, Explorer, Server, EngineOrDesktop
Recommendation: Add This to Your License Management Code

24. Technical Wrap
Bigger upgrade than the 9.0, 9.1, 9.2, 9.3 sub-release upgrades
Plan a Formal Upgrade Project
Plan for Significant Testing
Use These Tips for Guidance
More Information Available in SSP’s Monthly e-zine:
http://www.sspinnovations.com/upgrading-to-10-esri-telvent-story.aspx
May Be Beneficial to Work with Telvent or a certified Telvent Partner
Bring in Specialized Skills and Experience
Will Ensure Your Upgrade Goes Smoothly

25. Business Benefits - CoServ
GIS enterprise technology platform readiness for future enhancements
and products.
Wider GIS exposure to the company.
Opportunity to evaluate what GIS products business departments use.
Opportunity to take a look at future product needs within the company.
GIS Training Opportunities.
SSP Innovations created a custom training program for CoServ.
End users were able to quickly adapt to new interface.
End user feedback after training to help with change management
processes.
Less support time spent after production upgrade.
Responder IEEE cause codes more closely match engineering
standards. CoServ uses this standard for power quality initiative, and
regulatory reporting.

26. User Benefit Feedback - CoServ
General
New Basemap layer support has been a big hit with end users.
More precise selection tools.
More intuitive table management interface.
New search tab makes it much easier to find geoprocessing tools.
ArcCatalog tab directly in ArcMap is handy for everyone.
Responder
Separate line display service in Responder.
Responder IEEE cause codes more closely match engineering standards.
New meter search on the Responder customer service web interface page.

27. Thank You
Skye Perry
Principal Consultant
SSP Innovations
skye.perry@sspinnovations.com
Brian Reeder
GIS Analyst / Upgrade PM
CoServ Electric
breeder@coserv.com