Update Checklist

Safexpert 7.1 or earlier versions

to Safexpert 8.1

Important!
From version 8.0 onwards, Safexpert has
improvements which offer easier methods for storing data, for
assigning access rights to projects and
for updating hazards lists,
checklists and cross-reference lists.

In order to use the new functions to their

fullest extent, it is important
that the Safexpert system administrator
carries out the appropriate upgrades and data additions
after the update to 8.1.

This checklist will support you step by step in

planning and executing the update.
Please adhere to these specifications exactly.
Safexpert 8.1 - Update Checklist 03.01.2012

Safexpert - Update Checklist

1 Preparation and installation

Step To do Note Completed
1.1 Plan and determine the See section 5.
time for switching to the
current version
1.2 Download set-up data and At [Link]/downloads the download link
Safexpert user guide for the Safexpert demo version is available in the
section “Demo version” (ZIP file):

Note: Your licence will be activated in the course of

the setup (see Safexpert user guide, section 3.6).
1.3 Clarify the system See Safexpert user guide, section 3.2
prerequisites
1.4 Clarification as to which See Safexpert user guide, section 3.1
database should be used Supplementary detailed information on this can be
found in the document “MS-
SQL_EN_Installation_informations.pdf.” Download
from: [Link]/downloads

Note: If necessary, please contact your IT

department or IT advisor for clarification.
1.5 Carry out a data backup Back up the existing Safexpert database. Keep this
data backup even after the update to Safexpert 8.1.
1.6 Optional: Export data See chapter 5.
1.7 Install Safexpert See Safexpert user guide, section 3.
1.8 Carry out client installation See Safexpert user guide, section 3.7.
on all PCs

Note: From version 8.0 onwards, Safexpert has a new database at its disposal. During the update, the data
from the earlier database is copied into the new database. All data from the previous version remains
unchanged. Should the update not run correctly for any reason, you may continue to work with the previous
version without any restrictions.
It is also possible to operate earlier versions in parallel with Safexpert 8.0 and 8.1. However, it is not advisable
to do so, since this may lead to different people working on different databases. Retroactive reconciliation of
the data is no longer possible after the update.

2 Update run
Step To do Note Completed
2.1 Execute the Safexpert
update wizard

See Safexpert user guide, section 12.

Note: Carry out this update run immediately after the update. As a result, all newly available data from the
Safexpert Live Server will be automatically transferred to your system.

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Safexpert 8.1 - Update Checklist 03.01.2012

3 Manual data additions

Safexpert cannot automatically update or add certain data. Therefore carry out these data additions
manually:

Step To do Note Completed

3.1 Add user data • In the main menu System, click on the function
User management. (see Safexpert user guide,
section 13.1.4).
• For all users, add the data “department”, “function”
and “company location” (13.1.2).
• Adapt the roles and rights when necessary.
3.2 Adapt your own hazards • In the main menu System, click on the function
lists (in so far as your Hazards lists (see Safexpert user guide, section
own lists are present) 13.3.4)
• Correct or add the bibliographical data for all your
own hazards lists according to the lists mentioned
below.
3.3 Create a conversion table • See Safexpert user guide, section [Link]
for your own hazards lists
Note: Please also see section [Link]. Accordingly, it
is recommended that you create a conversion of your
own hazards lists to the hazards list currently included
in Safexpert according to EN ISO 12100:2010 and also
add your own cross-reference lists. This will make
future updates of your projects easier.
3.4 Adapting your own • In the main menu System, click on the function
checklists Checklists (see Safexpert user guide, section
13.3.5)
• Correct or add the references for all your own
checklists according to the list mentioned below.
3.5 Adapting the • In the main menu System, click on the function
pictograms libraries Pictograms library (see Safexpert user guide,
section 13.2.1).
• During the update process the existing pictograms
libraries were converted to the three languages
German, English and French (see note in the
column “Title”).
• If you did not add any pictograms in one of
these tree converted libraries, delete the
converted libraries.
• If you have added pictograms in one oft the
converted libraties: delete in all converted
libraties all pictogramms except the ones that
were added by yourself.
Correct or add the references for all your own
converted pictograms libraries.

Note: If you do not carry out this data addition, the Safexpert updating mechanisms may not be able to be
used to their full extent.

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Safexpert 8.1 - Update Checklist 03.01.2012

Adapting or adding bibliographic data for your own hazards lists

The management of hazards lists is carried out in Safexpert 8.0 in the same way as the management
of standards. For this reason, a few new data fields have been introduced, but a few have also been
removed. Please therefore make these adjustments manually for all of your own hazards lists:

Up to Safexpert 7.1 From Safexpert 8.0 Note

onwards
Identification number Document number This is automatically transferred and cannot be
changed, because the identification in projects is
made on the basis of this number.
Hazards lists Title This is automatically transferred.
Description Brief information This is automatically transferred.
New in Safexpert 8.0 Language This is automatically transferred. A hazards list is
automatically created in Safexpert 8.0 for every
language of a hazards list that existed before the
update. Check as and when necessary that all lists
are complete and make sure they match the language
of the country.
New in Safexpert 8.0 Keywords Optional: Enter keywords. These will act as aids in
locating the lists.
New in Safexpert 8.0 Certified by Optional: Add the data where necessary
Created by Created by This is automatically transferred.
Created on Created on This is automatically transferred.
New in Safexpert 8.0 Last change by This will automatically be transferred from “Created
by.”
New in Safexpert 8.0 Last change on This will automatically be transferred from “Created
on.”
New in Safexpert 8.0 Applicable This is automatically transferred.
Released Valid This is automatically transferred. Check if the details
match.
New in Safexpert 8.0 Valid from Important: Enter the time from when on the hazards
lists were applicable.
New in Safexpert 8.0 Withdrawn Important: Enter the time until when the hazards lists
were applicable.
New in Safexpert 8.0 Subject area (ICS) Optional: Acts as an aid to locate the list. See
Safexpert user guide, section 11.6.3.
New in Safexpert 8.0 Publisher Optional. This provides information about the creator
of the hazards lists.
New in Safexpert 8.0 Based on Important: Where necessary, enter the standard on
which the hazards list is based.
New in Safexpert 8.0 Predecessor Important: This enables tracking the history of a
document hazards list.
New in Safexpert 8.0 Successor document Important: This enables to track the history of a
hazards list.
New in Safexpert 8.0 Changes allowed by Changes to existing hazards lists are only possible if
the user the option “Changes allowed by the user”
is activated. This option is not activated during an
update so that the hazards list behaves as it does in
Safexpert 7.x.
Field name for additional Field name for This is automatically transferred.
information about the additional information
hazard about the hazard

Note: To compare the data with the earlier version, you can open both versions of Safexpert in parallel.

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Safexpert 8.1 - Update Checklist 03.01.2012

Adjust or add references for your own checklists

The management of checklists is carried out from Safexpert 8.0 onwards in the same way as the
management of standards. Please therefore make these adjustments manually for all your own
checklists:

Up to Safexpert 7.1 From Safexpert 8.0 Note

onwards
Identification number Document number This is automatically transferred and cannot be
changed, because the identification in projects is
made on the basis of this number.
The user (inspector) is Changes allowed by This is automatically transferred.
allowed to change the the user
checklist
Checklist and title Title This is automatically transferred.
Description Brief information This is automatically transferred.
Language identification Language This is automatically transferred.
Index / Search concept Keywords This is automatically transferred.
Certified by Certified by 255 characters are transferred. Please check and
correct where necessary.
Created by Created by This is automatically transferred.
Created on Created on This is automatically transferred.
Last change by Last change by This is automatically transferred.
Last change on Last change on This is automatically transferred.
Approve checklists Applicable This is automatically transferred.
Approve checklists Valid This is automatically transferred.
New in Safexpert 8.0 Valid from Important: Enter the starting time at which the
checklist was applicable.
New from Safexpert 8.0 Withdrawn Important: Enter the ending time until which the
onwards checklist was applicable.
Subject area Subject area (ICS) This is automatically transferred. See Safexpert
user guide, section 11.6.3.
Publisher Publisher 255 characters are transferred. Please check and
correct where necessary.
New from Safexpert 8.0 Based on Important: Where necessary, enter the standard on
onwards which the hazards list is based.
New from Safexpert 8.0 Predecessor Important: This enables tracking the history of a
onwards document hazards list.
New from Safexpert 8.0 Successor document Important: This enables tracking the history of a
onwards hazards list.
Area of use No longer available Redundant in the field “Keywords.”
Author / Team of authors No longer available Redundant in the “Creator” field.
Last checked for updates No longer available The update check is now carried out via the fields
on “Valid from” and “Withdrawn”.
Change log No longer available The change log is established via the fields
“Predecessor document” and “Successor
document”. Therefore transfer the data into these
fields. Additional information can, where necessary,
be saved in the field “Brief information”.

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Safexpert 8.1 - Update Checklist 03.01.2012

4 Disable the preceding version of Safexpert

The data of the previous version (7.1 or earlier) is copied into the new database by updating to
Safexpert 8.1. It is also theoretically possible to operate earlier versions in parallel with Safexpert 8.1.
However, it is not advisable to do so, since this may lead to people working on different databases. It
is NOT technically possible to synchronise the data retroactively. It is therefore strongly recommended
that you block access to the old database in any case:
Step To do Note Completed
4.1 Block access to the Rename the “SystemDB” directory to “SystemDB-
previously used database updated_to_81.”
4.2 Inform and train all users
where necessary.

5 Test of Safexpert 8.0 or 8.1 while work is still being carried out
with 7.1 or an earlier version
It is recommended, particularly in companies in which Safexpert is used by multiple users, to plan and
coordinate the change to Safexpert 8.1 accordingly. In addition, the Safexpert system administrator
can install a version in advance for test purposes. In this case, projects can also be created. The most
important changes in Safexpert 8.1 see Safexpert user guide, chapter 1.6.

If the projects that were created during the tests are to be made available again after the update,
proceed as follows:
1. Install Safexpert 8.0 or 8.1 in parallel to Safexpert 7.1 or an earlier version.
2. After you have completed your tests, export all data created in Safexpert 8.0 or 8.1, e.g.: projects,
checklists, cross-reference lists, report templates, libraries,...
Note: Use distinct file names during the export so that it is possible to easily reimport the files after
the update.
3. Back up the exported data.
4. Uninstall the test installation of Safexpert 8.0 or 8.1.
5. Remove the test database of Safexpert 8.0 or 8.1 (e.g. from the SQL Server).
6. Reinstall Safexpert 8.0 completely (update) according to the aforementioned checklists.
7. Import all data previously exported.

6 Further information and hotline

Please adhere exactly to these specifications when carrying out your updates to Safexpert 8.1 and
consult these documents before you contact our hotline:
• SQL Server installation instructions ([Link]/downloads)
• Safexpert user guide, chapter 1.6 (The most important changes in Safexpert 8.1)

IBF–Automatisierungs– und Sicherheitstechnik GmbH

Bahnhofstraße 8, 6682 Vils
[Link] / [Link]

Technical Support: Sales, licensing

Tel.: +43 5677 5353-40 Tel: +43 5677 5353-30
E-mail: hotline@[Link] E-mail: sales@[Link]

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Safexpert 8.1 - Update Checklist 03.01.2012

7 Training courses for existing users

In order to work with the functionalities that were already available in Safexpert 7.1 a new training
course should not be necessary.

With the introduction of version 8.0, Safexpert offers numerous improvements which will make the
engineering process considerably easier. In particular, the new concept for using sector-specific know-
how from C-standards offers enormous advantages. Therefore we are offering special training for
existing users of Safexpert. Please contact our sales department for further information.

Best regards!
Your Safexpert Team
03.01.2012

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