Versions Compared

Version Old Version 2 New Version 3
Changes made by

Megan Ellis

Megan Ellis

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column

Before you begin the migration process:

  • Please check the Supported Platforms to confirm the latest requirements. Note that v9v10.0.x is certified on OpenJDK (11.0.2).
  • Please read and understand the Planning the Planning for v9v10.0 which may require your action before you begin your upgrade.
Warning
titlev9 License Key Required

  • A v9 license key is required for this version of  if you are upgrading from a prior version. Request a v9 license by emailing support@frevvo.com before you begin the upgrade. 

Determine Your Upgrade Path

Your Live Forms Version

Recommended Upgrade Path to

v9

v10.0.x

7.23.x or earlierUpgrade directly to v7.4 or v9.0.x
7.3.xUpgrade directly to v9.0.x
7.4.x

Upgrade directly to v9.0.x

v9.0.0-10Upgrade to v9.0.11 (Tomcat Upgrade), then Upgrade to v10.0
7.4.x

Upgrade directly to v10.0

v9.0.0-11x

Upgrade directly to

v9

v10.0

.12 (Tomcat Upgrade) coming soon

Note: Upgrades from  6.3.9 - 6.3.12 through v7.4.x are supported but these versions are not available for general release.

Migrating from HSQLDB

 does not support the use of HSQLDB for use beyond demo/trials of the Live Forms software. If by mistake you continued to use the demo/trial HSQLDB database for production use, you will need to first migrate your data to one of  supported production databases BEFORE you can upgrade to later versions of Live Forms.

Please follow the instructions on this page to perform your upgrade.

Column
width25%

Table of Contents
maxLevel2

...

Please read the following upgrade steps prior to starting the migration. frevvo recommends that you test the upgrade process on your test server before performing it on your production server. Contact your frevvo Account Manager for information if you do not have a test environment.

Prepare for the upgrade

  1. Please read and understand the Migration Considerations which may require your action before beginning.

    1. Install OpenJDK (11.x)before beginning.

  2. Stop with one of the methods listed below:

    1. Execute <frevvo-home>\stop-frevvo.[bat,sh] for versions previous to v9.x.

    2. If you are upgrading from v7.x, you will also need to stop the Insight Server by closing the window or if you are using the tomcat bundle by typing these commands in the <frevvo-home>\solr-x.x.x directory of your existing installation.

      bin\solr.cmd stop -all

    3. Stop Live Forms and the Insight Server through the Computer Management Services console if they are running as Window's services.

  3. Backup the forms database from your current installation.

  4. Backup the current  server's installation directory so that you have a copy of all custom configuration parameters.

  5. Request a v9 v10 license if you are upgrading from a version prior to v9v10.0.x.
Info
titleSQL Database Option

If you are using SQL Server as your Live Forms database, it is highly recommended that you turn on the READ COMMITTED SNAPSHOT setting in the database BEFORE performing the upgrade to v9v10.0.x. You do not have to do this if you are using MySQL or Oracle databases because this option is turned on by default.

There are two ways to turn on the option:

  1. Using DDL ( Data Definition Language) - Run the commands listed below:

    Code Block
    ALTER DATABASE <your frevvo database schema> - replace <your frevvo database schema> with the name of your frevvo database schema SET READ_COMMITTED_SNAPSHOT ON

  2. Using SQL Server Management Studio:

    1. Turn on the “Is Read Committed Snapshot On” Option under database properties.

Install Upgraded Version

  1. Download the latest v9v10.0.x software. The download is a zip file. Extract the contents to any folder of your choice. This folder will be referred to as <frevvo-home> (note that the zip already contains a top level frevvo folder).
  2. Install a JDBC Driver.
  3. If you increased Memory Settings in your previous installation, make those changes to the appropriate files in the new installation. Refer to  Hardware and Memory Requirements for the details.
  4. Navigate to the server.xml file in the <frevvo-home>\tomcat\conf directory of your v9 v10.0.x installation

Configure the Database and Email

Note
titleNote if Upgrading from v6.3 or prior

Database and Email configuration is done in the <frevvo-home>\tomcat\conf\server.xml file. The database resource name was changed to jdbc/sharedfrevvoDS in v7.0. When you configure your database, make the changes to the v9.0.x server.xml. Do not copy configured sections from a frevvo.xml of a previous release into the v9.0.x server.xml file.

...

The Refresh Searchable FieldsItems process will run automatically as part of the upgrade. If it does not, you can run it manually once the upgrade is complete. The process should be run after hours when your users are not using your forms/flows.

...

  1. Open a command prompt. Navigate to <frevvo-home>\solr-x.x.x. Type bin\solr.cmd start to run the Insight server in the background, listening on the default port 8983.


  2. You will see this message:



    Warning

    If you close the Insight server (Solr) startup window, the server will stop running. Leave the window open or see these instructions to remove existing services and set up Live Forms and the Insight Server to run as Windows services:

  3. Browse http://<your server:port>/ solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change localhost to the server name and 8983 to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status.

...

  1. Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh
  2. Navigate to <frevvo-home>/solr-x.x.x/bin. Run this command to make the solr startup file executable:
    chmod +x solr
  3. Navigate back to the solr-x.x.x directory. 
    cd ..     
  4. Start the Insight server by typing: bin/solr start - this starts the Insight server in the background.
  5. Browse http:<your server:port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change localhost to the server name and 8983 to the port the Insight server is running on if they are different than the defaults. Do not include the angle brackets <>. You will see the Insight server (Solr) dashboard with the current status.

...

  1. Login as a tenant admin
    1. Click on the Configuration Checklist link to verify that all configurations are complete.
    2. Click on the Reports link. Click on one of the Reports to verify that submission data is displayed.
  2. Login as a tenant designer user
    1. View and edit a form/flow
    2. Verify that your submissions are displayed when you click the Image ModifiedSubmissions and Image Modified Legacy  Legacy submissions icons.
    3. Test forms/flows 

Login as the superuser admin.

  1. Verify that the Refresh Searchable FieldsItems process ran and completed successfully.

Troubleshooting

It is recommended that you do not change or delete the frevvo.users.schemaName property in the frevvo-config.properties file after the first startup of v9.0.x.  If the property is changed or deleted post migration you may see this error:

...

Warning

If you start before the Insight server, you will see this message when you browse the login URL. Follow these steps to start the servers in the correct order:

Navigate to your <frevvo-home> directory.

Run the stop-frevvo.bat or stop-frevvo.sh file depending on your Operating system to stop .

Open a command prompt. Navigate to <frevvo-home>\solr-6.6.2

Start the Insight server. Refer toto Start the Insight Server above for the instructions.

Browse http://<your server:port>/solr to verify the Insight server is running. The <server:port> default values are localhost:8983. Change localhost to your server name and 8983 to the port the Insight server is running on if they are different from the defaults.Do not include the angle brackets <>.

Start .

Applying a Minor Patch Update

If you're applying a minor patch update, for example, applying patch 910.0.x to your installed v9v10.0.0 Live Forms server, you can follow these simple steps instead of the more lengthy upgrade steps.  

Note

The latest major version and the compatible frevvo connectors are available from the frevvo Software Downloads Directory.

...

If you are applying a patch release that includes an Apache Tomcat upgrade to your installed v9installed v10.0  server, follow these modified upgrade instructions. Refer to the sections above for detailed steps.

  1. Stop .

  2. Backup the current  server's installation directory so that you have a copy of all custom configuration parameters.

  3. Install the Upgraded Version.
    1. Download the latest v9v10.0.x software. The download is a zip file. Extract the contents to any folder of your choice. This folder will be referred to as <frevvo-home> (note that the zip already contains a top level frevvo folder).
    2. Install a JDBC Driver.
    3. If you increased Memory Settings in your previous installation, make those changes to the appropriate files in the new installation. Refer to Hardware and Memory Requirements for the details.
    4. Navigate to the server.xml file in the <frevvo-home>\tomcat\conf directory of your v9.0.x installation
  4. Configure the database and email.
  5. Install any 1063038468 that were installed in your previous version.
  6. Start the Insight Server.
  7. Start .