What is a migration?

The database format used for version 7 differs fundamentally from the MSSQL database used by version 8. The migration involves the automatic porting of all data from version 7 to version 8. In this regard, the amendments to the authorization concept make it necessary to adapt the data to the new conditions.

Fundamental changes to the operating concept

Password Safe version 8 is based on a completely new operating concept. The familiar folder structure from version 7 has been replaced here by organisational units which are supplemented by tags. The records are also no longer sorted by folder but instead categorised. The changes make the system significantly more flexible so that it can be adapted to individual requirements, as well as offering greater efficiency when locating saved information. The organisational units can handle the tasks previously performed by the folders. However, these tasks have been expanded. It is now possible, for example, to transfer settings to users via the organisational units.

Advantages

The new operating concept offers numerous advantages compared with version 7. It was previously only possible to assign a record to one single category via the folders – using folder memberships. In version 8, a record can be categorised via its membership of an organisational unit and also using any number of tags. This allows for much greater flexibility in the categorisation of the records. In version 7, it was often the case that numerous folders used precisely the same subfolders. This is where the tags now come into play. They can be universally used to categorise the records – which eliminates unnecessary redundancies.

Organisational units in structure view

In order to make the changeover from version 7 easier, the organisational units can also be displayed as a structure. In this case, the organisational units are thus used in a similar way to the previous concept using folders.

Categorisation during the migration

It is possible to define during the migration how the records previously saved in folders should be handled in the future. A “mapping” process is thus carried out to define the categorisation of these records. As part of the migration, it is possible for each folder to separately define whether it should be mapped as an organisational unit or as a tag. It is also possible to exclude individual folders from the migration. It is also possible to copy over the complete structure from version 7. To simplify the process, there is of course a wizard that is described in more detail in the corresponding section.

H2(#easymigration). Easy migration – the use of the structure from version 7

If you want to continue to use the structure from version 7 in Password Safe version 8, easy migration mode is available for this purpose. It can currently only be started via the ribbon and not via the database wizards.

In easy migration mode, these is no assignment of tags and organisational units. Instead, all folders are migrated as organisational units. The database is also started directly from the client in structure view. You thus receive the familiar structure from version 7.

Parallel operation of versions 7 and 8

From a technical point of view, it is possible to operate versions 7 and 8 in parallel. However, parallel operation is not recommended since it may cause deviations between the records. It may also cause issues with automatic login.

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