This page covers general migration guidance based on Powersheet’s architecture. Specific version-to-version migration steps may vary. Always consult the release notes for your target version and contact Nextedy support for upgrade assistance.
Upgrading Powersheet
How do I upgrade Powersheet to a new version?
Upgrading Powersheet follows the standard Polarion server extension upgrade process. Download the new version from Nextedy, replace the extension files on your Polarion server, and restart the server. After restart, verify the installation through Administration > Nextedy POWERSHEET > Setup. Your existing domain models and sheet configurations stored in SVN are preserved during the upgrade.
See Installing Powersheet for the full installation procedure.
Will my existing configurations work after an upgrade?
Domain model and sheet configuration YAML files are stored in the Polarion SVN repository and are not modified during a Powersheet upgrade. The domain model includes a $version field for schema compatibility checking, which allows Powersheet to handle older configuration formats. In most cases, existing configurations continue to work without changes.
Always review the release notes for any breaking changes to YAML schema, property names, or deprecated features before upgrading in production.
Do I need to update my license after upgrading?
License requirements may change between major versions. After upgrading, check Administration > Nextedy POWERSHEET > License to confirm your license status shows OK. If the status shows WARNING or INVALID, contact Nextedy support for an updated license file. See Licensing FAQ for details on license statuses.
Configuration Migration
Can I move configurations between projects?
Yes. Since sheet configurations and domain models are YAML files stored in the Polarion SVN repository, you can copy them between projects. Global configurations stored at the repository level are automatically available to all projects. For project-specific configurations, export the YAML file from the source project and import it into the target project through Administration > Nextedy POWERSHEET > Sheet Configurations.
Can I duplicate a Powersheet document from another project?
Powersheet supports document duplication across projects through its template system. When creating a new document, you can select a template from any project. The duplication copies the module structure and content but excludes certain fields and link roles to ensure a clean copy in the target project.
Maintain a dedicated template project with your standard Powersheet documents and configurations for consistent deployments across new projects.
How do I migrate from standard Polarion LiveDoc views to Powersheet?
The migration path involves three steps: first, create a domain model that maps your existing Polarion work item types and link roles to Powersheet entity types. Second, build a sheet configuration with columns matching your current LiveDoc view. Third, create a Powersheet document and assign the configuration. Your underlying Polarion data remains unchanged — Powersheet provides an alternative view over the same work items.
See Getting Started for the complete setup workflow.
