Data Conversion

 

Data conversion takes the data from a previous ShipGear 3 installation and converts it to ShipGear 4 format. Once you have successfully installed ShipGear, the data conversion utility will run.

Any interfaces that were converted from more than 1 existing ShipGear 3 database will reflect the workstation name in the new interface name. For example, "My Interface Workstation 1".

 

 

The following ShipGear 3 data is converted :

 

 

 

Conversion dialogs

 

Field changes

If you previously used the following fields in Freight Rules, please be advised of the following changes and be sure to test your freight rules to make sure they work as expected :

 

UPS

These fields are now corrected to include the fuel surcharge.

FedEx

These fields are now corrected to use list instead of custom rates.

Note :  For instructions on creating a Freight Rule that writes back the List Rate in FedEx Ship Manager when the Custom Rate is shown, see our Knowledgebase article #03882.

The new freight rule is "Freight is set to Shipment field "Shipment Total Cost (List Rates)".

 



 

eNotify templates

Any existing email templates are converted to ShipGear 4. You should double-check your templates to make sure the fields and formatting are still as expected, and also verify that the newly converted templates are enabled. For more information about templates, see the eNotify Help.

 

 

 

 

Shipment Conversion

Next, ShipGear will convert the ShipGear 3 shipment archive into ShipGear 4 format.


When shipment conversion will take more than 30 minutes, you can choose to either convert the existing shipments now or convert them manually later in the Admin Console.





Once the shipment conversion process starts, you can safely pause it if you need to and still process shipments with ShipGear 4. When Shipment Conversion takes place, the necessary ShipGear settings have already been converted. Shipment history is mainly used in conjunction with the Dashboard module; if you are not using the Dashboard, you may want to quit the conversion for now. You can resume later, if desired.


 

 

Resuming Shipment Conversion after Pausing

When Shipment history conversion has been paused, you can resume by clicking the Previous button. You also have the option to click Finish and  resume the conversion later when Exchange starts up, or from the Admin Console. You can continue to process shipments as you normally would without completing the conversion. See the note below for information about resuming shipment conversion when Exchange starts up.



No Shipment Conversion

If you chose not to convert shipments, this is how the final dialog of the conversion will appear.

 

 

When you open ShipGear Exchange, it will detect that Shipment History has not been converted. You can choose to opt out of shipment conversion by checking the "Do not show this message again" check box. You can also resume the conversion of Shipment History by clicking the Resume Conversion button.





Normal Shipment Conversion

If you did convert your ShipGear 3 shipments, the final dialog will confirm that they were successfully completed. Click Finish.





 

Run Conversion Manually

The data conversion utility can be run from the ShipGear Admin Console to continue a previous incomplete conversion process or to start a new one.

  1. In the Admin Console, select Database Maintenance.
  2. Select Data Conversion.
  3. In the UPS WorldShip server instance field, select the WS SQL Server instance. Click Refresh to detect available server instances on the local network.
  4. Select the location of the ShipGear 3 data.
  5. Select the action to use if data exists. When existing data is found in the ShipGear 4 database, you can choose to merge that data or overwrite it.
  6. Specify the action to take if errors occur. You can select to report the errors and continue the conversion process, or stop the conversion.
  7. Click Perform Conversion.