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X-Author for Migration Manager

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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X-Author for Migration Manager

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Upgrading Templates

When you upgrade to Contract Management from a version earlier to Contract Management 7.0, you must upgrade all of your templates. The following items are updated by the Migration Manager to support the Universal Unique Identifier (UUID) field:

  • All template records, including clauses.
  • All clause references are updated to point to the UUID instead of the Salesforce ID
  • Document properties
  • Term Exceptions
Note:

Although Term Exceptions are also updated with UUIDs, they cannot be automatically migrated. You have to copy these term exception records from the source to other orgs (if multi-org ecosystem is involved) by data loader or other means after the upgrade.

Prerequisites

  • Close all Microsoft Office products before running an upgrade.

Upgrade templates

Ensure that you have administrative access to the Migration Manager and that your system meets the necessary requirements for the upgrade.

Upgrading your templates ensures that you have the latest features and improvements for your document management system. This task will guide you through the process of upgrading templates using the X-Author Migration Manager.

To upgrade template
  1. Go to the Windows Start menu and select Apttus > X-Author Migration Manager.
  2. Select Create a new migration configuration.
    Note:

    Use an existing migration configuration is typically used for migrations and not upgrades.

  3. Click Next, select Upgrade Templates to support Unique Identifier and click Next.
  4. Click Authorize to display the Manage Connections window. The listed available connections are those you have already configured on your machine, via either X-Author Migration Manager or X-Author Contracts.
  5. Click Connect for the user with the appropriate permissions to use the Migration Manager.

    - OR -

    Enter a new user and Login URL and click Authorize.

    If the above action is successful, the Manage Connections window closes and returns you to the X-Author Migration Configuration Wizard. If you do not connect successfully, verify that you have entered the correct username and URL.

  6. Click Next to display the Upgrade Summary page and click Finish.

The upgrade runs and displays the progress for each template that is updated. Each upgrade creates a log file which you can review to see the specifics for the upgrade.

Salesforce
X-Author Migration Manager

January 24, 2025