How to Migrate from Legacy to New Powersheet Configuration

This process explains how to migrate existing Powersheet models and sheet configurations from the old format (model in .polarion/models, config attached to LiveDocs) to the new format (model + config in .polarion/nextedy/...).

1. Move the Model

• Preferred: Move the model files using SVN (e.g. TortoiseSVN).

  • Old: .polarion/models/

  • New: .polarion/nextedy/models/

• Alternative: Recreate the model in Administration → Nextedy Powersheet → Models, then copy the YAML content manually from the old file.

2. Define the Sheet Config Custom Field

In Administration → Documents & Pages → Document Custom Fields, create a new field. First, decide if the config is defined for all documents, or just for a specific document type (e.g. User Needs Spec, etc.).

• Id: nextedySheetConfig
• Name: Sheet Config
• Type: Enum: Nextedy – Sheet Config

• This field will now be used to reference the correct sheet configuration for each LiveDoc.

3. Create Sheet Configurations

• In Administration → Nextedy Powersheet → Configurations, create new sheet configuration entries.

• Copy the YAML content from the old LiveDoc attachments (previously used as Powersheet templates).

• Save and assign the configuration to the documents via the new custom field.

4. Cleanup the Model

• Open the model YAML in your editor.

• Run the following search and replace to remove obsolete - name: lines:

  Regex Search:

^(\s*)-\s*(name):\s*(\S+)(\s*)$

• Replace With:

$1$3:$4

• This will convert entries from:

- name: DesignRequirement  polarionType: designOutput

• to:

DesignRequirement:  polarionType: designOutput

5. Cleanup the Sheet Configurations

• Open the configuration YAML in your editor.

• Run the following search and replace to remove obsolete - binding: entries:

  Regex Search:

^(\s*)-\s*(binding):\s*(\S+)(\s*)$

• Replace With:

$1$3:$4

• Then:

  • Remove the tool > sheet level completely.

  • Move all nested content up to the root level.

  • Remove - name: entries inside views config.

  • ⚠️ Keep - name: in sources config for now (these will be removed in a later version).

6. Validate Migration

1. Open Administration → Nextedy Powersheet → Models → confirm model loads.

2. Open Administration → Nextedy Powersheet → Configurations → confirm sheet configurations are visible.

3. Open a LiveDoc linked to a new sheet config (via the custom field) → confirm the Powersheet table view displays correctly.

✅ After completing these steps, your Powersheet environment will be fully migrated to the new configuration format.