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Please read the following upgrade steps prior to starting the migration.
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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 frevvo 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 frevvo 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 frevvo installation.
Backup the current frevvo 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 frevvo version prior to v9.0.x.
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If you are using SQL Server as your frevvo database, it is highly recommended that you turn on the READ COMMITTED SNAPSHOT setting in the database BEFORE performing the upgrade to v9 frevvo 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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- 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
Configure the Database and Email
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The frevvo.xml and insight.xml files are embedded in the frevvo war in v9.0.x. Configuring features frevvo features is now done by adding properties to the <frevvo-home>\tomcat\frevvo-config.properties file. The properties follow a simple property=value syntax. The frevvo-config.properties file provided in the frevvo tomcat bundle contains default values for the following properties:
Context parameters, previously added to the frevvo.xml or modified in web.xml and insight.xml files, must be converted to the property format. Follow the instructions below.
2. Add properties for any parameters that you added to the frevvo.xml in your previous installation. Refer to Installation Tasks for information about additional configuration properties that can be added to the frevvo-config.properties file to customize featurescustomize frevvo features. 3. Any parameter changes that were made to the web.xml file in previous releases must be converted to properties and added to the frevvo-config.properties file.
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Start the Insight Server
Restore the contents of the <frevvo-home>\data\solr directory from the previous installation directory backup that you made in the Prepare for the Upgrade section to your latest version's <frevvo-home>\data directory. Then, follow the steps to start the Insight server BEFORE starting frevvo .
Windows:
- 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 see these instructions to remove existing services and set up frevvo 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.
Start frevvo
Start the v9the frevvo v9.0.x server by running the start-frevvo.bat or start-frevvo.sh files (depends on your Operating system) in the <frevvo-home>\frevvo directory. Then follow these instructions to login and enter your upgrade license key.
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Ensure you upgrade to the supported version of the connectors for your upgraded version of frevvo . Version information can be found at the links below.
- If you are using the Database frevvo Database Connector, you must reinstall and configure it again for the v9.0.x installation.
- If you are using the Google or PVE connectors connectors you must reinstall and configure them for the v9.0.x installation.
- If you are using the Filesystem frevvo Filesystem Connector, you must reinstall and configure it again for the v9.0.x installation.
- If you are using the SharePoint frevvo SharePoint Connector you must reinstall and configure it again for the v9.0.x installation.
- If you are integrating with IIS, review these updated steps to configure Tomcat.
Info |
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All database initialization and/or required upgrade will be automatically done by frevvo.war as part of the v9 frevvo v9.0.x startup. |
Things to Check
Verify that any frevvo Connectors are up and running.
- 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 Legacy submissions icons.
- 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 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:
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If that does not fix the problem, delete all rows from the DATABASECHANGELOG database table and then restart. Use the command: delete from DATABASECHANGELOG.
Warning |
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If you start before frevvo before the Insight server, you will see this message when you browse the login frevvo 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 frevvo . 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 frevvo . |
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 frevvo server, you can follow these simple steps instead of the more lengthy upgrade steps.
Note |
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The latest major version frevvo 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 directory.
- Stop frevvo .
- Delete the frevvo.war and/or frevvo directory file from your <frevvo-home>\tomcat\webapps directory.
- Paste the frevvo directory copied above in your <frevvo-home>\tomcat\webapps directory.
- Delete everything inside \frevvo\tomcat\temp directory of your installation.
- Start frevvo .
Apply a Patch with Tomcat Upgrade
If you are applying a patch release that includes an Apache Tomcat upgrade to your installed v9.0 server0 frevvo server, follow these modified upgrade instructions. Refer to the sections above for detailed steps.
Warning |
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Please review the sameSiteCookies Attribute documentation below to ensure compatibility with your installation settings. |
Stop frevvo .
Backup the current frevvo server's installation directory so that you have a copy of all custom configuration parameters.
- Install the 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.
- Copy any properties that you might have added/updated in the frevvo-config.properties file in the <frevvo-home>\tomcat\conf directory of your v9.0.x installation to the latest installation's frevvo-config.properties.
- Navigate to the server.xml file in the <frevvo-home>\tomcat\conf directory of your v9.0.x installation.
- Configure the database and email.
- Install any Connectors that were installed in your previous version.
Restore the contents of the <frevvo-home>\data\solr directory from the previous installation directory backup that you made in Step 2 to your latest version's <frevvo-home>\data directory. Then, start the Insight Server.
- Start frevvo .
sameSiteCookies Attribute
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