### Assess the old system

Assess the old system by completing the following procedures:

1. Review the old IONESPMPME system to see if Devices, Vista Diagrams, Reports, and any other configurations are working as expected.
2. Check the system log for errors. Correct any items in error or note them down so you can address them on the new system after the migration.
3. Check the size of the historical data database (ION_Data) and look for database archives that need to be migrated.

   Note: Verify that the database archives you want to include for upgrade are compatible with PME 7.2.2. Database archives saved to a configuration archive that are not PME 7.2.2. compatible will not be written to the new system.

4. Consider trimming or emptying the PQ_Events table from the ION_Data table; this can always be rebuilt if needed. This table can get quite large and might not be needed on the new system.
5. Check the size of other tables and databases and consider what is needed in the new system. Upgrading these tables can take a very long time if there are large amounts of data being transferred and upgraded. Trim large databases to avoid long upgrade times.
6. Determine whether the old report packs have been upgraded to work on the new system. Report packs must be upgraded to be compatible with PME 8.2 before they can be installed on the new system. See Custom Report Packs and Troubleshooting Reports for more information.
7. Run the Diagnostic Tool that is found at `...\[Install location]\Schneider Electric``\ION Enterprise\Power Software Diagnostics Tool\Power Software Diagnostics Tool.ex``\Power Monitoring Expert\Diagnostics Tool\Diagnostics Tool.exe.`

   The Diagnostics Tool output provides a snapshot of the current state of the system. Reviewing this helps in identifying current or potential issues. It is advised that you select all the commands to run to get a full view of this system. Unzip the files (if compressed) and open the HTML page by clicking on `index.html` for an overview of the results. Fix any issues as needed before upgrading.

8. Have a copy of the system key for the old system.

Note: The migration of the ION_Data database is often the most time consuming part of the system migration. You can expect this process to take about 1 hour for each 15 GB in database size. It is often better to trim the database or archive portions that are no longer needed before the migration. This is especially important for large database sizes. Plan this part of the migration carefully.