We have a few projects using older versions of OpenBuildings Designer that will be upgraded to various newer versions depending upon requirements. For example, we're upgrading AECOsim V8i SS6 to OpenBuildings Designer Update 8, and OpenBuildings Designer Update 3 to Update 10. I'm aware that there's an Upgrade Utility, but are there any other areas of concern? And once complete, what is the best way to check that it all worked?
The process for upgrading versions is essentially the same regardless of which version you're upgrading from and to. Upgrading from V8i to CONNECT Edition does need to account for many more changes made over time, but as always it's best start with upgrading the Configuration itself - dataset, organization, workspace and workset. Wherever custom data is stored in the previous version's Configuration it needs to copied to the new version's Configuration so that all of the custom content is available.
The first wiki below covers V8i to CONNECT Edition dataset upgrades, the second is for V8i Projects to CONNECT Edition WorkSets, and the third focuses on custom content in general:
Migrating custom content from AECOsim Building Designer SS6 to a current OpenBuildings Designer version
CONNECT Edition - Project to Workset
Once your new version's Configuration is in place, then it's time to upgrade the DGN files themselves. The process outlined in this wiki compares the schema data attached to the elements in the DGN file with those in the updated Configuration, and if out of sync then it rewrites the element schema to match the system level.
Once complete, the best way to check for any inconsistencies or missing data is to run the DataGroup Validation tool (see link below). This will check both the Configuration against itself as well as the active DGN file against the Configuration. It would be best to check any and all warnings and informational results, not just critical and fatal, to help ensure that everything needed for those existing files to function in a newer version is in place.https://docs.bentley.com/LiveContent/web/OpenBuildings%20Designer%20Help-v7/en/ARCH_DataGroupValidationDbox.html
Note: Each version of OpenBuildings Designer includes a "Dataset Delta" PDF that outlines the schema changes from the previous release. You can use this to better understand the changes made between the versions you are upgrading from and to, which in some cases may be more than a single release.