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About This Book

See the Table of Contents for a detailed listing of the subjects covered in this document.

Whenever you migrate from one database environment to another, there are always many points to consider. The decisions you will have to make can be as simple as determining how much disk space you will need, or as complex as figuring out which implementation-specific language features you will need to change in your code in order for your application to work.

This document will attempt to address all of these concerns. We will cover a variety of topics ranging from hardware requirements to data migration to system management.

Because this conversion guide is meant to provide a path for you to follow, rather than actually teach you how to use the various Caché components themselves, you will want to familiarize yourself with the Caché documentation as much as possible. These references will be your most complete source for moving ahead with Caché. See the InterSystems web sites for the most up-to-date information on Caché ( in a new tab and MSM ( in a new tab.

You are of course invited to contact your InterSystems Account Manager and Sales Engineer for more detailed information as necessary.


Migrating to Caché from MSM involves several steps. Your success in this project depends greatly on carefully planning each aspect of the transition. Keep the following points in mind:

  1. Choosing the appropriate hardware and installing Caché

    • Define a tier structure suitable for the application and user load

    • Choose the best disk configuration for optimal performance

  2. Distributing your databases on individual or networked servers

    • Design data distribution as a means of load balancing

  3. Converting the MSM volume groups

    • Convert globals by UCI and/or volume groups, or

    • Convert globals individually

  4. Converting the application

    • Move routines over to Caché

    • Handle implementation-specific M language features and syntax

    • Connect the application to Caché

    • Call out to the operating system from Caché, and vice-versa

  5. Creating solid Caché system operations

    • Choose the right backup method

    • Implementing system security

    • Manage users

  6. Training your staff

    • Learn systems operations for both the operating system and Caché

    • Enroll in InterSystems training programs

    • Teach staff internally


All information written in this document is believed to be accurate as of the date of publication. While most of the strategies behind migrating to Caché 5 will be applicable to migrating to future versions of Caché, there may be some differences. You should carefully consult future Caché documentation to learn how the strategies presented in this paper may need to be modified.

Any code presented is by example only, and is unsupported and without warranty. You are free to use any code you see here, but in doing so you assume all responsibility and risk associated with its use. We welcome any comments or suggestions that you might have regarding this guide.

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