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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
Please read and understand the Migration Considerations which may require your action before beginning.
- Install OpenJDK (11.x)before beginning.
Stop with one of the methods listed below:
Execute <frevvo-home>\stop-frevvo.[bat,sh] for versions previous to v9.x.
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 -allStop Live Forms and the Insight Server through the Computer Management Services console if they are running as Window's services.
- Backup the forms database from your current installation.
Backup the current server's installation directory so that you have a copy of all custom configuration parameters.
- Request a v9 license if you are upgrading from a version prior to v9.0.x.
| Info | ||
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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 v9.0.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:
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Install Upgraded Version
- Download the latest v9.0.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).
- Install a JDBC Driver.
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
Navigate to the server.xml file in the <frevvo-home>\tomcat\conf directory of your v9.0.x installation
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- 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.
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 18 for instructions to remove existing services and set up Live Forms and the Insight Server to run as Windows services.
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.
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- Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh
- Navigate to <frevvo-home>/solr-x.x.x/bin. Run this command to make the solr startup file executable:
chmod +x solr - Navigate back to the solr-x.x.x directory.
cd .. - Start the Insight server by typing: bin/solr start - this starts the Insight server in the background.
- 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.
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- Login as a tenant admin
- Click on the Configuration Checklist link to verify that all configurations are complete.
- Click on the Reports link. Click on one of the Reports to verify that submission data is displayed.
- Login as a tenant designer user
- View and edit a form/flow
- Verify that your submissions are displayed when you click the
Submissions and
- Test forms/flows
Login as the superuser admin.
- Verify that the Refresh Searchable Fields process 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 v9.0.x. If the property is changed or deleted post migration you may see this error:
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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 toStart 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 9.0.x to your installed v9.0.0 Live Forms server, you can follow these simple steps instead of the more lengthy upgrade steps.
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The latest major version and the compatible frevvo connectors are available from the frevvo Software Downloads Directory. |
- Unzip the downloaded build zipfile to a temp directory.
- Copy the \temp\frevvo\tomcat\webapps\frevvo.war file.
- Stop .
- Replace the frevvo.war file in your installation with the one copied above.
- If you made any configuration changes in the web.xml file inside the frevvo.war, or if you added configuration parameters to the <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml in your previous installation, we recommend that the configuration context parameters be converted to properties and added to the <frevvo-home>\tomcat\conf\frevvo-config.properties file instead. This keeps all your changes in one place and makes migration to major new versions easier.
- Delete everything inside \frevvo\tomcat\temp directory of your installation.
- Start .