Testing the Task Factory Upgrade

Warning:  You must use the same version of Task Factory across any of your environments (dev, production, qa, etc.) to ensure optimal performance of Task Factory components.

Important:  SentryOne recommends having backups of your packages in a safely stored location.

Before committing to a full upgrade of Task Factory, you should test the upgrade on your packages to make sure that there won't be any unforeseen errors in your packages. To test your upgrade safely, we recommend that you take the following steps:

1. Make a copy of the package(s) from the older version of Task Factory that you want to test:

Task Factory Copy your existing packageCopy your package
Task Factory Existing package copiedCopied Package

2. Uninstall the current version of Task Factory, then Install the new version of Task Factory:

Additional Information: For complete instructions on upgrading Task Factory, see the Upgrading Task Factory article.

3. Create a new Visual Studio BIDS project. Open the Solution Explorer (View > Solution Explorer), right click your project, and then select Add Existing Package to open the Add Copy of Existing Package window.

Task Factory Create new BIDS projectCreate new BIDS project
Task Factory Add Exising Package to your projectAdd Existing Package

4. Select the Package location for the copied package, enter your authentication credentials (if applicable), and then select the to select the file Package path:Task Factory Add Copy of Existing package window

5. Select the desired file path for your package, then select OK to add the copied package into your project:

Task Factory select the file path of your copied packageCopied Package File Path
Task Factory Add Copy of Existing Package select OkAdd Copy of Existing Package

6. Execute the copied package on the new installation of Task Factory to ensure you don't run into any errors:

Task Factory Execute your copied package with the new version of Task FactoryExecute your copied package
Task Factory Package Execution successfulExecution results with no errors

Important:  Testing your packages with this method ensures that you are not making any changes to your original packages.

Success: If your package executed without any errors, then you are ready to upgrade Task Factory across all your environments.

Warning:  If you ran into any issues with executing your copied package, delete the copied package and project.