There are two options for migrating to Version 2.7 of Trillium Quality for Dynamics:
If you are migrating from version 2.2 or later, follow the migration information provided in this chapter.
If you are migrating from a version prior to version 2.2, speak with your Trillium representative. This migration requires:
Merging any outstanding matches (match results will be lost during migration).
Backing up your SQL database, and your XML and project files to retain modifications.
Uninstalling Trillium Quality for Dynamics.
Installing Trillium Quality for Dynamics v2.7.
Recreating your customizations in the XML and project files.
Using the Master Batch process to re-cleanse and match your records.
Your Trillium Representative will assist you with this process.