{"type":"doc","content":[{"type":"layoutSection","content":[{"type":"layoutColumn","attrs":{"width":66.66},"content":[{"type":"heading","attrs":{"level":1},"content":[{"text":"Prerequisites","type":"text","marks":[{"type":"strong"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Planning and Supported Platforms","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Please check the ","type":"text"},{"text":"Supported Platforms","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507415788"}}]},{"text":" to confirm the latest requirements. Note that v11.3.x is certified on ","type":"text"},{"text":"OpenJDK (21.0.2.12).","type":"text","marks":[{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"IMPORTANT","type":"text","marks":[{"type":"textColor","attrs":{"color":"#bf2600"}},{"type":"strong"}]},{"text":": ","type":"text","marks":[{"type":"strong"}]},{"text":"Check that your DocuPhase Forms database is a ","type":"text"},{"text":"supported version","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507415788"}}]},{"text":"; ","type":"text"},{"text":"v11 will not work ","type":"text","marks":[{"type":"strong"}]},{"text":"on some older unsupported databases.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Please ","type":"text"},{"text":"read and understand ","type":"text","marks":[{"type":"strong"}]},{"text":"Planning for v11.3","type":"text","marks":[{"type":"strong"},{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507415053"}}]},{"text":" which may require your action before you begin your upgrade. Note that v11.3 includes ","type":"text"},{"text":"changes introduced in v11.1","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/frevvo111/pages/1161973794"}}]},{"text":". There are important migration considerations to review before you upgrade.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"A note on our name: Our software is known as “DocuPhase Forms”. However, many installation file paths and properties will still use our previous name, “frevvo.” In this documentation, we refer to the software as DocuPhase Forms but list the file paths and properties as they are in the product, including often the term “frevvo.” You may consider the terms generally interchangeable, but please always use exact file path and property names.","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"error"},"content":[{"type":"heading","attrs":{"level":3},"content":[{"text":"v11 License Key Required","type":"text","marks":[{"type":"strong"}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"A v11 license key is required ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#ff0000"}},{"type":"em"}]},{"text":"for this version of DocuPhase Forms if you are upgrading from a prior version. Request a v11 license by completing ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}},{"type":"em"}]},{"text":"this form","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}},{"type":"em"},{"type":"link","attrs":{"href":"https://app.frevvo.com/frevvo/web/tn/frevvo.com/u/945705a7-8008-4502-bf48-36bd41ad5b7d/app/_0fDuYfTpEeCaG-TO5mNqXQ/flowtype/_SJB20NwkEeeWp6HbPBeGoQ?_method=post&embed=true"}}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}},{"type":"em"}]},{"text":"before","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}},{"type":"strong"},{"type":"em"}]},{"text":" you begin the upgrade. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}},{"type":"em"}]}]}]}]}]}]},{"type":"layoutColumn","attrs":{"width":33.33},"content":[{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"minLevel":{"value":"1"},"maxLevel":{"value":"6"},"outline":{"value":"false"},"style":{"value":"default"},"type":{"value":"list"},"printable":{"value":"true"}},"macroMetadata":{"macroId":{"value":"7ca0e9d5-e757-4a8d-93d3-58009491af15"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"7a4a8e1c-4c58-4055-b979-4c88cdd33808"}}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Determine Your Upgrade Path","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"table","attrs":{"layout":"align-start","width":1800.0,"localId":"cff09949-5e22-4e6c-9c61-61b21b244449"},"content":[{"type":"tableRow","content":[{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Your DocuPhase Forms Version","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]}]},{"type":"tableHeader","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Upgrade Path to v11.3.x","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"v10.0.x","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Upgrade to v11.0 (see ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"v11.0 Upgrade Guide","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}},{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/frevvo110/pages/1069267733"}}]},{"text":"), then upgrade to v11.3.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]}]}]},{"type":"tableRow","content":[{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"v10.1.x, v11.0","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]}]},{"type":"tableCell","attrs":{"colspan":1,"rowspan":1},"content":[{"type":"paragraph","content":[{"text":"Upgrade directly to v11.3","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]}]}]}]},{"type":"paragraph","content":[{"text":"Note: Upgrades from DocuPhase Forms 6.3.9 - 6.3.12 through v9.0.x are supported but these versions are not available for general release.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Migrating from HSQLDB","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"paragraph","content":[{"text":"DocuPhase Forms does not support the use of HSQLDB for use beyond demo/trials of the DocuPhase 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 DocuPhase Forms ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]},{"text":"supported production databases","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}},{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507415788"}}]},{"text":" BEFORE you can upgrade to later versions of DocuPhase Forms.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Upgrading DocuPhase Forms ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"paragraph","content":[{"text":"Please read the following upgrade steps prior to starting the migration.","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"DocuPhase Forms recommends that you test the upgrade process on your test server before performing it on your production server.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}},{"type":"strong"},{"type":"em"}]},{"text":" Contact your DocuPhase Forms Account Manager for information if you do not have a test environment.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}},{"type":"em"}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Prepare for the upgrade","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Read and understand the ","type":"text"},{"text":"Migration Considerations","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507415053/Planning+for+v11.3#Migration-Considerations"}}]},{"text":" that may require your action before beginning (review Migration Considerations for all interim versions as well.)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Stop DocuPhase Forms with one of the methods listed below:","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Stop DocuPhase Forms and the Insight Server through the Computer Management Services console if they are running as Window's services.","type":"text"},{"type":"hardBreak"},{"text":"OR","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Execute \\stop-frevvo.[bat,sh]","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Stop the Insight Server by closing the window or if you are using the tomcat bundle by typing these commands in the \\solr directory of your ","type":"text"},{"text":"existing","type":"text","marks":[{"type":"strong"}]},{"text":" installation. ","type":"text"},{"type":"hardBreak"},{"text":"bin\\solr.cmd stop -all","type":"text","marks":[{"type":"strong"}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Back up the forms database from your current DocuPhase Forms installation.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Back up the current DocuPhase Forms server's installation directory so that you have a copy of all custom configuration parameters.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Install ","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408721"}}]},{"text":"OpenJDK (21.x)","type":"text","marks":[{"type":"strong"},{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408721"}}]},{"text":".","type":"text"}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"Remove Services","type":"text"}]},{"type":"paragraph","content":[{"text":"Remove the old services, as you will reinstall them for the upgraded version.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To remove the frevvo service, run the /frevvo/Remove-Service.(bat) file (Windows)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"To remove the Insight Server (Solr) services, open a command prompt and run the command:","type":"text"}]},{"type":"codeBlock","content":[{"text":"sc delete insightserver","type":"text"}]},{"type":"paragraph","content":[{"text":"Replace ‘insightserver’ with the service name if you changed it. Verify the Insight Server service name by double clicking it in the Windows Services list.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":5},"content":[{"text":"Oracle DB Permission","type":"text"}]},{"type":"paragraph","content":[{"text":"Customers using Oracle DB should grand the following permission before upgrading.","type":"text"}]},{"type":"codeBlock","content":[{"text":"GRANT EXECUTE ON SYS.DBMS_CRYPTO TO ;","type":"text"}]},{"type":"paragraph","content":[{"text":"If you do not do this, you may see an error like \"liquibase.exception.DatabaseException: ORA-00904: \"DBMS_CRYPTO\".\"HASH\": invalid identifier\" in the log file while upgrading, and the upgrade will fail.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Install Upgraded Version","type":"text","marks":[{"type":"textColor","attrs":{"color":"#000000"}}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Download the latest v11.3.x software.","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/frevvosoftwaredl"}}]},{"text":" The download is a zip file. Extract the contents to any folder of your choice. This folder will be referred to as ","type":"text"},{"text":"","type":"text","marks":[{"type":"strong"}]},{"text":" (note that the zip already contains a top-level frevvo folder).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Install a JDBC Driver","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408989#DatabaseSetup-InstallaJDBCDriver"}}]},{"text":" (databases other than SQL Server).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ensure that Chrome or a Chromium browser is installed on the same server as the DocuPhase Forms installation for PDF Snapshot generation. See the","type":"text"},{"text":" related Installation Task","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409041#InstallationTasks-PDFSnapshotGenerator-InstallChrome/Chromium"}}]},{"text":" for details.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you increased Memory Settings in your previous installation, make those changes to the appropriate files in the new installation. Refer to ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Hardware and Memory Requirements","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408697"}}]},{"text":" for the details.","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Configure the Database and Email","type":"text"}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"IMPORTANT","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Do ","type":"text"},{"text":"not ","type":"text","marks":[{"type":"strong"}]},{"text":"copy the server.xml or other configuration files from your previous installation. Rather, reference your backups so that you can set the properties (e.g. your database URL, your email credentials, etc.) correctly. With tomcat upgrades, there are often changes to the configuration files; using older versions can cause your upgrade to fail.","type":"text"}]}]},{"type":"paragraph","content":[{"text":"The following are the most common properties you need to update in your server.xml. However, you may have further customizations. Compare your backup and the new configuration file to ensure you copy all necessary properties.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to the ","type":"text"},{"text":"server.xml file ","type":"text","marks":[{"type":"strong"}]},{"text":"in the \\tomcat\\conf directory of your v11.3.x installation.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Configure your Database. Comment out HQSQL and comment in your database type, and fill in your credentials and database URL. ","type":"text"},{"text":"See this documentation for details.","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408989#DatabaseSetup-Selectyourdatabasetype"}}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you are using SQL Server, remember to add the ","type":"text"},{"text":"sendStringParametersAsUnicode","type":"text","marks":[{"type":"strong"}]},{"text":" property with a value of ","type":"text"},{"text":"false ","type":"text","marks":[{"type":"strong"}]},{"text":"to your database connection URL if it is not already there.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Configure Email (Mail Resource) with your SMTP settings. ","type":"text"},{"text":"See the Configure Email section for details.","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409041#InstallationTasks-Emailconfiguration"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Configure the ","type":"text"},{"text":"Default Port","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409041#InstallationTasks-DefaultExternalPort"}}]},{"text":" (if not using the standard defaults).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Configure SSL for tomcat","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}},{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409041#InstallationTasks-TomcatSSL"}}]},{"text":" if it was configured in prior version of DocuPhase Forms. If you keep the certificate in the frevvo installation directory, copy it from the old to the new.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Save the changes to the server.xml file. ","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"All database initialization and/or required upgrades will be automatically done by frevvo.war as part of the frevvo v11.3.x startup.","type":"text"}]}]},{"type":"panel","attrs":{"panelType":"info"},"content":[{"type":"paragraph","content":[{"text":"If there was ","type":"text"},{"text":"not","type":"text","marks":[{"type":"strong"}]},{"text":" a solr upgrade between the versions you upgrading from and to, you may r","type":"text"},{"text":"estore the contents of the \\data\\solr directory from the previous installation directory backup that you made in the ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}}]},{"text":"Prepare for the Upgrade","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}},{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409363/Upgrade+Guide#Prepare-for-the-upgrade"}}]},{"text":" section to your latest version's \\data directory.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Copy Properties","type":"text"}]},{"type":"paragraph","content":[{"text":"See ","type":"text"},{"text":"Installation Tasks","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409041"}}]},{"text":" for commonly used properties. Read the ","type":"text"},{"text":"Detailed Release Notes","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507414897"}}]},{"text":" to be sure that all properties you are using are valid in the upgraded version.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Edit the frevvo-config.properties file in your prior version. This file is usually located in the/tomcat/conf directory.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy the properties you added or changed.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Edit the frevvo-config.properties file in the upgraded version, and paste the properties you copied from your prior version. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Save the frevvo-config.properties file.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"You may have also configured properties in other installation files. One common example is the ","type":"text"},{"text":"sameSiteCookies attribute","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409041#InstallationTasks-sameSiteCookiesAttribute"}}]},{"text":", configured in tomcat/conf/context.xml.","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"Consider documenting your installation's particular customizations for smooth upgrades.","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Connectors","type":"text"}]},{"type":"paragraph","content":[{"text":"Follow the links below to upgrade and configure your connectors. ","type":"text"},{"text":"You must always use the latest compatible connector version","type":"text","marks":[{"type":"strong"}]},{"text":" for your DocuPhase Forms version; however, in many cases configuration files can be copied from your prior version.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Database Connector","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409588"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Google Connector","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507411412"}}]},{"text":" (Legacy)","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Note that on v11.3, a ","type":"text"},{"text":"new Google Connector","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1533050882"}}]},{"text":" is built in! Consider migrating to the new connector as a part of your upgrade. The Legacy Connector is no longer supported and will be removed in a future release.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Filesystem Connector","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507411279"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"SharePoint Connector","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507412005"}}]},{"text":" (Legacy)","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Note that on v11.3, a ","type":"text"},{"text":"new SharePoint Connector","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1527218177"}}]},{"text":" is built in! Consider migrating to the new connector as a part of your upgrade. The Legacy Connector is no longer supported and will be removed in a future release.","type":"text"}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Starting the New Version","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Install Services","type":"text"}]},{"type":"paragraph","content":[{"text":"Follow the guides to install Solr and frevvo services.","type":"text"}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Install Solr Service ","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/frevvo111/pages/1161968031#InsightServer-RunningfrevvoandtheInsightServerasWindowsServices"}}]}]},{"type":"bulletList","content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Note that you may already have the nssm downloaded from your previous installation.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Install DocuPhase Forms Service","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/frevvo111/pages/1161967957#TomcatBundleonWindows-InstallingfrevvoasaWindowsService"}}]},{"text":" (run /Install-Service.bat)","type":"text"}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Start the Insight Server","type":"text"}]},{"type":"paragraph","content":[{"text":"Start the Insight server ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}}]},{"text":"BEFORE ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}},{"type":"strong"}]},{"text":"starting DocuPhase Forms by ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}}]},{"text":"starting the Solr/insightserver Service.","type":"text","marks":[{"type":"strong"}]}]},{"type":"expand","attrs":{"title":"Optionally, click here for instructions to start Solr from the command prompt"},"content":[{"type":"paragraph","content":[{"text":"Windows:","type":"text","marks":[{"type":"strong"}]}]},{"type":"paragraph","content":[{"text":"Open a command prompt. Navigate to \\solr. Type ","type":"text"},{"text":"bin\\solr.cmd start","type":"text","marks":[{"type":"strong"}]},{"text":" to run the Insight server in the background, listening on the default port 8983.","type":"text"},{"type":"hardBreak"},{"type":"mediaInline","attrs":{"width":800,"alt":"image-20240625-204528.png","id":"c4a0faee-043c-4178-8e72-b2d1fd2022c9","collection":"contentId-1507409363","type":"image","height":49}},{"text":" ","type":"text"},{"type":"hardBreak"},{"text":"You will see this message:","type":"text"},{"type":"hardBreak"},{"type":"mediaInline","attrs":{"width":800,"alt":"image-20240625-204631.png","id":"4deab95d-0445-4a34-85f9-638bf29d1303","collection":"contentId-1507409363","type":"image","height":40}},{"text":" ","type":"text"}]},{"type":"paragraph","content":[{"text":"Linux:","type":"text","marks":[{"type":"strong"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Ensure that the scripts are executable: chmod 755 /tomcat/bin/*.sh","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to /solr/bin. Run this command to make the solr startup file executable:","type":"text"},{"type":"hardBreak"},{"text":"chmod +x solr","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate back to the solr directory. ","type":"text"},{"type":"hardBreak"},{"text":"cd .. ","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Start the Insight server by typing: bin/solr start - this starts the Insight server in the background.","type":"text"}]}]}]},{"type":"panel","attrs":{"panelType":"error"},"content":[{"type":"paragraph","content":[{"text":"If you close the Insight server (Solr) startup window, the server will stop running. Leave the window open or see","type":"text"},{"text":" these instructions","type":"text","marks":[{"type":"link","attrs":{"href":"/wiki/pages/resumedraft.action?draftId=1069267733#UpgradeGuide-Start"}}]},{"text":" to remove existing services and set up DocuPhase Forms and the Insight Server to run as Windows services.","type":"text"}]}]}]},{"type":"paragraph","content":[{"text":"Browse ","type":"text"},{"text":"http:///","type":"text","marks":[{"type":"strong"}]},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#660000"}},{"type":"strong"}]},{"text":"solr ","type":"text","marks":[{"type":"strong"}]},{"text":"to verify the Insight server is running. The default values are localhost:8983. Change ","type":"text"},{"text":"localhost to the server name","type":"text","marks":[{"type":"strong"}]},{"text":" and ","type":"text"},{"text":"8983 to the port the Insight server is running on","type":"text","marks":[{"type":"strong"}]},{"text":" 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.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":776,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":1166,"id":"261645cb-6e12-4ef4-9227-a644cb3b1002","collection":"contentId-1507409363","type":"file","height":474}}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Start DocuPhase Forms","type":"text"}]},{"type":"paragraph","content":[{"text":"Start DocuPhase Forms service. Optionally, start the application manually by running the start-frevvo.bat or start-frevvo.sh files (depends on your Operating system) in the \\frevvo directory. ","type":"text"}]},{"type":"paragraph","content":[{"text":"Then follow ","type":"text"},{"text":"these instructions","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408619#QuickStartGuide-Start"}}]},{"text":" to login and enter your upgrade license key.","type":"text"}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Log in, Apply License, and Check Configuration","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that any DocuPhase Forms ","type":"text"},{"text":"Connectors","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409514"}}]},{"text":" are up and running. Installed connectors will have a health or status URL you can browse to check their status.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Login as a the superuser admin (admin@d)","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Apply license if prompted (upgrades from versions prior to v11.x)","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Verify that the ","type":"text"},{"text":"Refresh Searchable Items","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507414521"}}]},{"text":" process ran and completed successfully.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Click on the ","type":"text"},{"text":"Configuration Checklist","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507413594"}}]},{"text":" link to verify that all configurations are complete.","type":"text"}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Login as the tenant admin. Click on the ","type":"text"},{"text":"Reports","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507405559"}}]},{"text":" link. Click on one of the Reports to verify that submission data is displayed.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Login as a tenant designer user","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"View and edit a form/flow","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"View Submissions and verify submissions are displayed.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Test forms/flows ","type":"text"},{"text":" ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]}]}]}]}]}]},{"type":"heading","attrs":{"level":2},"content":[{"text":"Troubleshooting","type":"text"}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Insight Server Configuration Error","type":"text"}]},{"type":"paragraph","content":[{"text":"If you start DocuPhase Forms before the Insight server, you will see this message when you browse the DocuPhase Forms login URL. Stop both services and follow the steps above to start the servers in the correct order.","type":"text"}]},{"type":"mediaSingle","attrs":{"layout":"center","width":600,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":600,"alt":"2f282349-109a-4697-8e43-416cca51a612.png","id":"e9efa9be-aa03-4a84-90cf-ef8208de80b1","collection":"contentId-1507409363","type":"file","height":134}}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Logs","type":"text"}]},{"type":"paragraph","content":[{"text":"Tail the catalina log file during start up to observe any start-up errors. Tail the frevvo. log file to observe any errors running the upgrade processes. See ","type":"text"},{"text":"Tomcat Logfiles","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409041#InstallationTasks-TomcatLogfiles"}}]},{"text":" for more info.","type":"text"}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Applying a Minor Patch Update","type":"text"}]},{"type":"paragraph","content":[{"text":"If you're applying a minor patch update, for example, applying patch v11.3.x to your installed v11.3.2 DocuPhase Forms server, you can follow these simple steps instead of the more lengthy upgrade steps. ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#222222"}}]}]},{"type":"panel","attrs":{"panelType":"warning"},"content":[{"type":"paragraph","content":[{"text":"The latest major DocuPhase Forms version and the compatible DocuPhase Forms connectors are available from the ","type":"text"},{"text":"DocuPhase Forms Software Downloads Directory","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/frevvosoftwaredl"}}]},{"text":".","type":"text"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Unzip the downloaded build zipfile to a temp directory. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Copy the \\temp\\frevvo\\tomcat\\webapps\\frevvo directory.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Stop DocuPhase Forms.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete the frevvo directory file from your \\tomcat\\webapps directory.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Paste the frevvo directory copied above in your \\tomcat\\webapps directory. ","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Delete everything inside \\frevvo\\tomcat\\temp directory of your installation.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Start DocuPhase Forms. ","type":"text"}]}]}]},{"type":"heading","attrs":{"level":1},"content":[{"text":"Apply a Patch with Tomcat Upgrade","type":"text"}]},{"type":"paragraph","content":[{"text":"If you are applying a patch release that includes an Apache Tomcat upgrade to your installed v11.3 DocuPhase Forms server, follow these modified upgrade instructions. Refer to the sections above for detailed steps.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Stop DocuPhase Forms.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Back up the current DocuPhase Forms server's installation directory so that you have a copy of all custom configuration parameters.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Install the Upgraded Version.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Download the latest v11.3.x software.","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/frevvosoftwaredl"}}]},{"text":" The download is a zip file. Extract the contents to any folder of your choice. This folder will be referred to as ","type":"text"},{"text":"","type":"text","marks":[{"type":"strong"}]},{"text":" (note that the zip already contains a top level frevvo folder).","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Install a JDBC Driver","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408989#DatabaseSetup-InstallaJDBCDriver"}}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"If you increased Memory Settings in your previous installation, make those changes to the appropriate files in the new installation. Refer to ","type":"text"},{"text":"Hardware and Memory Requirements","type":"text","marks":[{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507408697"}}]},{"text":" for the details.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to the ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"server.xml file ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}},{"type":"strong"}]},{"text":"in the \\tomcat\\conf directory of your v10.1.x installation","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Configure the database and email.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Install any ","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]},{"text":"Connectors","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}},{"type":"link","attrs":{"href":"https://frevvo-docs.atlassian.net/wiki/spaces/docuphaseforms113/pages/1507409514"}}]},{"text":" that were installed in your previous version.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Restore the contents of the \\data\\solr directory from the previous installation directory backup that you made in Step 2 to your latest version's \\data directory. Then, start the Insight Server.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#1d1c1d"}}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Start DocuPhase Forms.","type":"text","marks":[{"type":"textColor","attrs":{"color":"#333333"}}]}]}]}]}],"version":1}