I am upgrading via transition to new hardware from IPCC 4.0(5) to UCCX 7.0(1)SR05. I have a VM that runs Windows XP to generate the historical reports on a Daily, Weekly, and Monthly basis (another server then logs in, picks up the reports, and emails them). The question is can I just upgrade the reporting client on that XP machine, and keep all my previously generated settings and schedule, or will I have to recreate all of that? We have 20-ish CSQ's, and at 3 reports per CSQ being generated at 3 different schedules it will be quite a bit to recreate this.
It does not retain this by default; however, you should be able to save the report settings within the HRC (File > Save) and then open a saved report configuration once you upgrade to the new client version. You may want to practice this prior to upgrading to ensure you have valid saved files.
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