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

2. Stop the  server using <frevvo-home>\stop-frevvo.[bat,sh].

3. If you are upgrading from v7.x, you will also need to stop the Insight Server (SOLR) by closing the window or if you are using the tomcat bundle by typing these commands in the <frevvo-home>\solr-5.4.1 directory of your existing installation.
   
   bin\solr.cmd stop -all
   
   

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

5. Backup the forms database from your current installation.

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

   Warning

   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 v7.3.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: 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 Using SQL Server Management Studio: Turn on the “Is Read Committed Snapshot On” Option under database properties.

7. Request a v7 license if you are upgrading from a version prior to v7.0.x.
8. Download the latest v7.3.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).

9. Navigate to <frevvo-home>\tomcat\conf\server.xml in the v7.3.x directory structure.

   Warning
   Database 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 v7.3.x server.xml. Do not copy configured sections from a frevvo.xml of a previous release into the v7.3.x server.xml file.

10. Configure the Database
    1. Select your database type
    2. Refer to the Configure the Connection URL topic to point the v7.3.x frevvo database to your current frevvo database.
11. If you made changes to the Default Port in previous releases, make those changes again in the v7.3 server.xml file.
12. Add any other changes to the v7.3.x server.xml file.
    
13. Save the changes to the server.xml file.
14. Install a JDBC Driver. 
15. Navigate to <frevvo-home>/tomcat/conf/Catalina/localhost/frevvo.xml in the v7.3 directory structure.
    1. Configure Email
    2. Configure the Proxy Server if applicable

    3. Refer to Installation Tasks for information about additional configuration parameters that can be added to the frevvo.xml file to take advantage of features.

       1. We recommend that any changes that were made to the web.xml file in previous releases be moved to frevvo.xml instead.
    4. Compare the frevvo.users.schemaName property in the frevvo.xml file from the version of you are upgrading from to the frevvo.xml file in v7.3 installation directory. If they are not the same, copy the frevvo.users.schemaName property from <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml to the v7.3 <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml.
       
    5. Save the changes to frevvo.xml.
16. If you are upgrading from v7.0+ or v7.1+ and you made changes to the <frevvo-home>/tomcat/conf/Catalina/localhost/insight.xml file, make those changes in the <frevvo-home>/tomcat/conf/Catalina/localhost/insight.xml file in your v7.3 installation. You can skip this step if you are upgrading from a version of previous to v7.0

17. If you are upgrading from v7.1+, restore the contents of the <frevvo-home>\data\solr directory from the previous installation directory backup that you made in Step 6 to your v7.3 <frevvo-home>\data directory. This step is only necessary if you are upgrading from v7.1+

    Info
    If you do not restore the Insight server index files located in the <frevvo-home>\data\solr directory, you can run the Manage Insight Data Batch job manually once the upgrade is complete to regenerate them. The batch job should be run after hours when your users are not using your forms/flows.

18. Follow the steps for your Operating system to start the Insight server BEFORE starting .
    

    Info
    All database initialization and/or required upgrade will be automatically done by frevvo.war as part of the v7.3.x startup.

     Windows:

    1. Open a command prompt. Navigate to <frevvo-home>\solr-5.4.1. Type bin\solr.cmd start to run the Insight server in the background, listening on the default port 8983.
       
       
       
       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 go to Step 10 for instructions to remove existing services and set up Live Forms and the Insight Server to run as Windows services.

    2. 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:

    
    
    Linux:

    1. Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh
    2. Navigate to <frevvo-home>/solr-5.4.1/bin. Run this command to make the solr startup file executable:
       chmod +x solr
    3. Navigate back to the solr-5.4.1 directory.
       cd ..    
       Start the Insight server by typing: bin/solr start - this starts the Insight server in the background.
    4. 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:

    
    
    

19. Start the  v7.3.x server by running the start-frevvo.bat or start-frevvo.sh files in the <frevvo-home>\frevvo directory depending on your Operating system. proceed to Step 11.  If you are running and the Insight Server (Solr) as Windows services, continue with Step 10.
    
    
20. If you are running Live Forms and the Insight Server (Solr) as Windows services, you must delete the existing services then reinstall them for the services to run properly.
    1. Follow these steps to delete the existing Insight Server service for Windows Vista, 7, 8 or 10 operating systems:
       1. Login as an administrator.
       2. Verify the service name by double clicking it in the Windows Services list

       3. Type this command: If your service name has spaces in it, use quotes around the service name.
          

          Code Block
          sc delete <ServiceName>

          
          

       4. The message "DeleteService SUCCESS' will display when successful.
          
          
    2. Remove the Live Forms service by running the <frevvo-home>\Remove-Service batch file.
       
    3. Perform these steps to reinstall the Insight Server and Live Form services.

21. If you are running Live Forms for Confluence please follow the same instructions above to upgrade your  server. Please refer to the Confluence Add-on Release Notes compatibility matrix. The server and the Confluence Add-on versions must match. If you do not find your Confluence server version in the Confluence Add-on Release Notes compatibility matrix, please contact support@frevvo.com.

22. If you are using the Database Connector, you must reinstall and configure it again for the v7.3.x installation.
23. If you are using the Google or PVE connectors included in the tomcat bundle, you must reinstall and configure them for the v7.3.x installation.
24. If you are using the Filesystem Connector, you must reinstall and configure it again for the v7.3.x installation.
25. If you are using the Box .com Connector, you must reinstall and configure it again for the v7.3 installation.

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1. Verify that any Connectors are up and running.
2. 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.
3. Login as a tenant designer user
   1. View and edit a form/flow
   2. Verify that your submissions are displayed when you click the Submissions and Legacy submissions icons.
   3. Test forms/flows 
      
4. Login as the superuser admin.
5. Verify that the Insight server batch job ran and completed successfully.
   

Troubleshooting:

It is recommended that you do not change or delete the frevvo.users.schemaName property in frevvo.xml after the first startup of v7.3.x.  If the property is changed or deleted post migration you may see this error:

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Applying a Minor Patch Update

If you're applying a minor patch update, for example, applying patch 7.3.x to your installed v7.3.x Live Forms server, you can follow these simple steps instead of the more lengthy upgrade steps.  

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