Upgrade Steps for Lubrication

If you have Lubricant, Lubrication Requirement, or Lubrication Requirement Template records in your database, complete these steps.

Pre-Upgrade Steps

Complete these steps prior to upgrading your database.

Step Task Notes

Step	Task	Notes
1	Review the values in the Manufacturer field in Lubricant records and consolidate any near-matches. For example, if some of your existing records contain the value “ABC Company” and others contain “A B C Company” to refer to the same manufacturer, you should modify one or the other so that the values match exactly. Tip: You can use the following query, which returns a list of manufacturers in alphabetical order, to review the values: `SELECT DISTINCT [MI_LUBRICANT].[MI_LUBRICANT_MFR_C] "Lubricant Manufacturer" FROM [MI_LUBRICANT] ORDER BY [MI_LUBRICANT].[MI_LUBRICANT_MFR_C] Asc`	This step is required only if you have Lubricant records in your database. This step is necessary because a new Lubricant Manufacturer record will be created during the upgrade for each value in the Manufacturer field in Lubricant records prior to upgrading (and the value will be replaced with a reference to the corresponding Lubricant Manufacturer record).
2	Review the values in the Priority field in Lubrication Requirement and Lubrication Requirement Template records and consolidate any near-matches. For example, if some of your existing records contain the value "High" and others contain "Hihg" to refer to the same level of priority, you should modify one or the other so that the values match exactly. Tip: You can use the following query, which returns a list of priority values in alphabetical order, to review the values: `SELECT DISTINCT [MI_LUBR_REQ].[MI_LUBR_REQ_PRIOR_C] "Priority" FROM [MI_LUBR_REQ] ORDER BY [MI_LUBR_REQ].[MI_LUBR_REQ_PRIOR_C] ASC`	This step is required only if you have Lubrication Requirement and Lubrication Requirement Template records in your database. This step is necessary because a new entry in the system code table MI_LUBR_PRIORITY will be added during the upgrade for each value in the Priority field in Lubrication Requirement and Lubrication Requirement Template records prior to upgrading.
3	Review the values in the Component field in Lubrication Requirement and Lubrication Requirement Template records and consolidate any near-matches. For example, if some of your existing records contain the value "Bearing" and others contain "Bearings" to refer to the component, you should modify one or the other so that the values match exactly. Tip: You can use the following query, which returns a list of components in alphabetical order, to review the values: `SELECT DISTINCT [MI_LUBR_REQ].[MI_LUBR_REQ_COMP_C] "Component" FROM [MI_LUBR_REQ] ORDER BY [MI_LUBR_REQ].[MI_LUBR_REQ_COMP_C] ASC`	This step is required only if you have Lubrication Requirement and Lubrication Requirement Template records in your database. This step is necessary because a new Lubrication Component record will be created during the upgrade for each value in the Component field in Lubrication Requirement and Lubrication Requirement Template records prior to upgrading (and the Component Type field will be updated with a reference to the corresponding Lubrication Component record).
4	Review the values in the Method field in Lubricant records and consolidate any near-matches. For example, if some of your existing records contain the value "Grease Gun" and others contain "greasegun" to refer to the method, you should modify one or the other so that the values match exactly. Tip: You can use the following query, which returns a list of methods in alphabetical order, to review the values: `SELECT DISTINCT [MI_LUBRICANT].[MI_LUBRICANT_METHOD_C] "Method" FROM [MI_LUBRICANT] ORDER BY [MI_LUBRICANT].[MI_LUBRICANT_METHOD_C] Asc`	This step is required only if you have Lubricant records in your database. This step is necessary because a new Lubrication Method record will be created during the upgrade for each unique value in the Method field in Lubricant records prior to upgrading (and the Method field will be deprecated). In addition, the new Method Type field in Lubrication Requirement and Lubrication Requirement Template records will be populated with the Entity Key of the corresponding Lubrication Method record.
5	Review the values in the Capacity Unit of Measure field in Lubrication Requirement and Lubrication Requirement Template records and consolidate any near-matches. Then, ensure that each value matches exactly the system code Description value for an entry in the MI_LM_REFERENCES System Code Table. If a corresponding entry does not exist, and you want to use the value in your upgraded database, add an entry. IMPORTANT: You can add an entry directly to the MI_LM_REFERENCES System Code Table or you can add a reference to an entry in the global UOME System Code Table. However, do not add a given value to the MI_LM_REFERENCES System Code Table using both methods. Tip: You can use the following queries, which return a list of Capacity Unit of Measure values in alphabetical order, to review the values: Lubrication Requirement records: `SELECT DISTINCT [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] "Capacity Unit of Measure" FROM [MI_LUBR_REQ] WHERE [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] IS NOT NULL ORDER BY [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] Asc` Lubrication Requirement Template records: `SELECT DISTINCT [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] "Capacity Unit of Measure" FROM [MI_LR_TMPLT] WHERE [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] IS NOT NULL ORDER BY [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] Asc`	This step is required only if you have Lubrication Requirement and Lubrication Requirement Template records in your database. This step is necessary because the new Capacity Unit of Measure field in Lubrication Requirement and Lubrication Requirement Template records will be populated automatically with a reference to the unit of measure that corresponds to the value in the deprecated Capacity Unit of Measure field. If the deprecated Capacity Unit of Measure field contains a value that does not correspond to an entry in the MI_LM_REFERENCES System Code Table, no value will be added to the new field.

Review the values in the Manufacturer field in Lubricant records and consolidate any near-matches.

For example, if some of your existing records contain the value “ABC Company” and others contain “A B C Company” to refer to the same manufacturer, you should modify one or the other so that the values match exactly.

Tip: You can use the following query, which returns a list of manufacturers in alphabetical order, to review the values:

SELECT DISTINCT [MI_LUBRICANT].[MI_LUBRICANT_MFR_C] "Lubricant Manufacturer" FROM [MI_LUBRICANT] ORDER BY [MI_LUBRICANT].[MI_LUBRICANT_MFR_C] Asc

This step is required only if you have Lubricant records in your database.

This step is necessary because a new Lubricant Manufacturer record will be created during the upgrade for each value in the Manufacturer field in Lubricant records prior to upgrading (and the value will be replaced with a reference to the corresponding Lubricant Manufacturer record).

Review the values in the Priority field in Lubrication Requirement and Lubrication Requirement Template records and consolidate any near-matches.

For example, if some of your existing records contain the value "High" and others contain "Hihg" to refer to the same level of priority, you should modify one or the other so that the values match exactly.

Tip: You can use the following query, which returns a list of priority values in alphabetical order, to review the values:

SELECT DISTINCT [MI_LUBR_REQ].[MI_LUBR_REQ_PRIOR_C] "Priority" FROM [MI_LUBR_REQ] ORDER BY [MI_LUBR_REQ].[MI_LUBR_REQ_PRIOR_C] ASC

This step is required only if you have Lubrication Requirement and Lubrication Requirement Template records in your database.

This step is necessary because a new entry in the system code table MI_LUBR_PRIORITY will be added during the upgrade for each value in the Priority field in Lubrication Requirement and Lubrication Requirement Template records prior to upgrading.

Review the values in the Component field in Lubrication Requirement and Lubrication Requirement Template records and consolidate any near-matches.

For example, if some of your existing records contain the value "Bearing" and others contain "Bearings" to refer to the component, you should modify one or the other so that the values match exactly.

Tip: You can use the following query, which returns a list of components in alphabetical order, to review the values:

SELECT DISTINCT [MI_LUBR_REQ].[MI_LUBR_REQ_COMP_C] "Component" FROM [MI_LUBR_REQ] ORDER BY [MI_LUBR_REQ].[MI_LUBR_REQ_COMP_C] ASC

This step is required only if you have Lubrication Requirement and Lubrication Requirement Template records in your database.

This step is necessary because a new Lubrication Component record will be created during the upgrade for each value in the Component field in Lubrication Requirement and Lubrication Requirement Template records prior to upgrading (and the Component Type field will be updated with a reference to the corresponding Lubrication Component record).

Review the values in the Method field in Lubricant records and consolidate any near-matches.

For example, if some of your existing records contain the value "Grease Gun" and others contain "greasegun" to refer to the method, you should modify one or the other so that the values match exactly.

Tip: You can use the following query, which returns a list of methods in alphabetical order, to review the values:

SELECT DISTINCT [MI_LUBRICANT].[MI_LUBRICANT_METHOD_C] "Method" FROM [MI_LUBRICANT] ORDER BY [MI_LUBRICANT].[MI_LUBRICANT_METHOD_C] Asc

This step is required only if you have Lubricant records in your database.

This step is necessary because a new Lubrication Method record will be created during the upgrade for each unique value in the Method field in Lubricant records prior to upgrading (and the Method field will be deprecated). In addition, the new Method Type field in Lubrication Requirement and Lubrication Requirement Template records will be populated with the Entity Key of the corresponding Lubrication Method record.

Review the values in the Capacity Unit of Measure field in Lubrication Requirement and Lubrication Requirement Template records and consolidate any near-matches. Then, ensure that each value matches exactly the system code Description value for an entry in the MI_LM_REFERENCES System Code Table. If a corresponding entry does not exist, and you want to use the value in your upgraded database, add an entry.

IMPORTANT: You can add an entry directly to the MI_LM_REFERENCES System Code Table or you can add a reference to an entry in the global UOME System Code Table. However, do not add a given value to the MI_LM_REFERENCES System Code Table using both methods.

Tip: You can use the following queries, which return a list of Capacity Unit of Measure values in alphabetical order, to review the values:

Lubrication Requirement records:

SELECT DISTINCT [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] "Capacity Unit of Measure" FROM [MI_LUBR_REQ] WHERE [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] IS NOT NULL ORDER BY [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] Asc
Lubrication Requirement Template records:

SELECT DISTINCT [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] "Capacity Unit of Measure" FROM [MI_LR_TMPLT] WHERE [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] IS NOT NULL ORDER BY [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] Asc

This step is required only if you have Lubrication Requirement and Lubrication Requirement Template records in your database.

This step is necessary because the new Capacity Unit of Measure field in Lubrication Requirement and Lubrication Requirement Template records will be populated automatically with a reference to the unit of measure that corresponds to the value in the deprecated Capacity Unit of Measure field.

If the deprecated Capacity Unit of Measure field contains a value that does not correspond to an entry in the MI_LM_REFERENCES System Code Table, no value will be added to the new field.

Post-Upgrade Steps

Complete this step after upgrading your database.

Step	Task	Notes
1	Confirm that appropriate the Lubricant Manufacturer records were created. Add or remove records as necessary. Tip: You can use the following query, which returns a list of the Lubricant Manufacturer records in your upgraded database, to review the values: `SELECT DISTINCT [MI_LUBR_MANU].[MI_LUBR_MANU_MANU_ID_C] "Manufacturer ID" FROM [MI_LUBR_MANU] ORDER BY [MI_LUBR_MANU].[MI_LUBR_MANU_MANU_ID_C] Asc`	See notes for Step 1 in the pre-upgrade steps.
2	Confirm that appropriate entries were created in the system code table MI_LUBR_PRIORITY. Tip: View the MI_LUBR_PRIORITY system code table in Configuration Manager to confirm the entries.	See notes for Step 2 in the pre-upgrade steps.
3	Confirm that appropriate Lubrication Component records were created. Add or remove records as necessary. Tip: You can use the following query, which returns a list of the Lubrication Component records in your upgraded database, to review the values: `SELECT DISTINCT [MI_LUBR_COMP].[MI_LUBR_COMP_ID_C] "ID" FROM [MI_LUBR_COMP] ORDER BY [MI_LUBR_COMP].[MI_LUBR_COMP_ID_C] Asc`	See notes for Step 3 in the pre-upgrade steps.
4	Confirm that appropriate Lubrication Method records were created. Add or remove records as necessary. Tip: You can use the following query, which returns a list of the Lubrication Method records in your upgraded database, to review the values: `SELECT DISTINCT [MI_LUBR_METH].[MI_LUBR_METH_ID_C] "Method ID" FROM [MI_LUBR_METH] ORDER BY [MI_LUBR_METH].[MI_LUBR_METH_ID_C] Asc`	See notes for Step 4 in the pre-upgrade steps.
5	For all Lubrication Requirement and Lubrication Requirement Template records that contained a value in the deprecated Capacity Unit of Measure field, confirm that the new Capacity Unit of Measure field contains a reference to the corresponding unit of measure. Tip: You can use the following queries to locate records where the deprecated field contains a value, but the new field does not. Lubrication Requirement records: `SELECT [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] "Capacity Unit of Measure(Depr", [MI_LUBR_REQ].[MI_LUBR_REQ_CAPACITY_UOM_C] "Capacity Unit of Measure", [MI_LUBR_REQ].ENTY_KEY "ENTY_KEY", [MI_LUBR_REQ].[MI_LUBR_REQ_COMP_TYPE_N] "Component Type", [MI_LUBR_REQ].[MI_MEAS_LOC_DESC_C] "Description" FROM [MI_LUBR_REQ] WHERE ([MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] IS NOT NULL AND [MI_LUBR_REQ].[MI_LUBR_REQ_CAPACITY_UOM_C] IS NULL) ORDER BY [MI_LUBR_REQ].[MI_LUBR_REQ_CAPTY_UOM_C] Asc` Lubrication Requirement Template records: `SELECT DISTINCT [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] "Capacity Unit of Measure(Depr", [MI_LR_TMPLT].[MI_LR_TMPLT_CAPACITY_UOM_C] "Capacity Unit of Measure_", [MI_LR_TMPLT].ENTY_KEY "ENTY_KEY", [MI_LR_TMPLT].[MI_LR_TMPLT_COMP_TYPE_N] "Component Type", [MI_LR_TMPLT].[MI_ML_TMPLT_DESC_C] "Description" FROM [MI_LR_TMPLT] WHERE ([MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] IS NOT NULL AND [MI_LR_TMPLT].[MI_LR_TMPLT_CAPACITY_UOM_C] IS NULL) ORDER BY [MI_LR_TMPLT].[MI_LR_TMPLT_CAPTY_UOM_C] Asc`	See notes for Step 5 in the pre-upgrade steps.

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