SLIM-Collaborate and the SLIM-Suite desktop tools are
designed to share data and work together. Some tool interactions are
“built into” SLIM-Collaborate (Round Trip for Estimation projects; importing or
exporting projects, templates, and configuration sets to or from SLIM-Estimate,
SLIM-DataManager, and SLIM-Collaborate), while others require that SLIM-Estimate
be installed on your SLIM-Collaborate server (skills breakouts, automatic
upgrades to templates and associated workbooks).
This document describes steps needed to ensure full
compatibility between Collaborate and the desktop when you upgrade
SLIM-Collaborate or change the version of the SLIM Desktop Suite you use with
SLIM-Collaborate. Some steps are performed on the SLIM-Collaborate admin
site and require Manage Sites permission in the user’s default role.
Others are performed via the main SLIM-Collaborate application and require Back
Office permission. If your organization self-hosts SLIM-Collaborate, you
may also need access to your SLIM-Collaborate web server.
NOTE: For simplicity, this document assumes a single
version of the SLIM Desktop Suite is used with SLIM-Collaborate. If your
organization uses multiple desktop versions, please contact QSM Support for guidance.
This NetHelp chapter covers three situations:
A) Upgrading the version of the SLIM Desktop Suite used with SLIM-Collaborate, while maintaining compatibility with SLIM-Collaborate.
B) Upgrading SLIM-Collaborate, while maintaining compatibility with the SLIM Desktop Suite.
C)
Upgrading both SLIM-Collaborate and the SLIM Desktop Suite.