Upgrading frevvo 

Please read the following upgrade steps prior to starting the migration.

Prepare for the upgrade

1. Upgrade Resources

   1. v10 will only allow upgrade of resources that are v7 and later. Each user's account and associated resources is upgraded the first time they log in after each upgrade. Users who never log in (old or stale users, perhaps) may have an account that is several versions behind. This can also happen if you are doing a multi-step upgrade from a version prior to v7.

   2. To help admins manage this, in v9 the User Upgrade Threshold was introduced in the Configuration Checklist screen. The admin can use the information in this table to either delete the non-upgraded users or login as that user to upgrade them. 

      Open

      

   3. You must login-as each user listed in order to upgrade their resources (or remove them if the accounts are old/stale.) If you skip this step and have pre-v7 resources, your v10 upgrade will fail. 
      
      

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

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

3. Stop frevvo with one of the methods listed below:

   1. Execute <frevvo-home>\stop-frevvo.[bat,sh].

   2. 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 directory of your existing installation.
      
      bin\solr.cmd stop -all
      
      

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

4. Backup the forms database from your current frevvo installation.

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

6. Request a v10 license if you are upgrading from a frevvo version prior to v10.0.x.

Install Upgraded Version

1. Download the latest v10.0.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 v10.0.x installation

Configure the Database and Email

1. Select your database type

2. Refer to the Configure the Connection URL topic to point the v10.0.x frevvo database to your current frevvo database. If you are using SQL Server, remember to add the sendStringParametersAsUnicode property with a value of false to your database connection URL if it is not already there.

3. Configure Email

4. If you made changes to the Default Port in previous releases, make those changes again in the v10.0.x server.xml file.  

5. Configure SSL for tomcat if it was configured in prior version of frevvo. 

6. Save the changes to the server.xml file. 

Copy Properties

See Installation Tasks for commonly used properties. Read the Detailed Release Notes to be sure that all properties you are using are valid in the upgraded version.

1. Edit the frevvo-config.properties file in your prior version. This file is usually located in the<frevvo home>/tomcat/conf directory.

2. Copy the properties you added or changed.

3. Edit the frevvo-config.properties file in the upgraded version, and paste the properties you copied from your prior version. 

4. Save the frevvo-config.properties file.

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:

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

   
   
   

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.

Open

Linux:

1. Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh

2. Navigate to <frevvo-home>/solr/bin. Run this command to make the solr startup file executable:
   chmod +x solr

3. Navigate back to the solr 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.

Open

Start frevvo

Start the frevvo v10.0.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.

If you are running frevvo 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 Insight Server 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.

      sc delete <ServiceName>

   4. The message "DeleteService SUCCESS' will display when successful.

   5. Remove the frevvo service by running the <frevvo-home>\Remove-Service batch file. 

2. Perform these steps to reinstall the Insight Server and frevvo services.