Before you begin the migration process:

Please check the Supported Platforms to confirm the latest requirements. Note that v10.1.x is certified on OpenJDK (11.0.10).
Please read and understand the Planning for v10.1 which may require your action before you begin your upgrade.

v10 License Key Required

A v10 license key is required for this version of if you are upgrading from a prior version. Request a v10 license by completing this form before you begin the upgrade.

Determine Your Upgrade Path

Your frevvo Version	Recommended Upgrade Path to v10.1.x
7.4.x or earlier	Upgrade to v9.0 (see v9.0 Upgrade Guide), then upgrade to v10.1
v9.0.x	Upgrade directly to v10.1
v10.0.x	Upgrade directly to v10.1

Note: Upgrades from 6.3.9 - 6.3.12 through v7.4.x are supported but these versions are not available for general release.

Migrating from HSQLDB

does not support the use of HSQLDB for use beyond demo/trials of the frevvo 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 supported production databases BEFORE you can upgrade to later versions of frevvo.

Please follow the instructions on this page to perform your upgrade.

Upgrading frevvo

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.
If upgrading from a version prior to v10.2, install Chrome on that same server as your installation. This is required for PDF Snapshot generation to work in your v10.2 installation.
Click here for steps to install Chrome...
PDF Snapshot Generator: Install Chrome/Chromium
A stable version of chrome or chromium browser needs to be installed on same server where is installed. First, check to see if Chrome is already installed. If not, use one of the following links to install Chrome or a Chromium browser.
The snapshot generator looks for chrome browser at following paths. If found, it launches the browser.
- /usr/bin/chromium
- /usr/bin/chromium-browser
- /usr/bin/google-chrome-stable
- /usr/bin/google-chrome
- /Applications/Chromium.app/Contents/MacOS/Chromium
- /Applications/Google Chrome.app/Contents/MacOS/Google Chrome
- /Applications/Google Chrome Canary.app/Contents/MacOS/Google Chrome Canary
- C:/Program Files (x86)/Google/Chrome/Application/chrome.exe
If the browser is not installed at any of these path then set the CHROME_PATH environment variable to point correct path of browser binary or set frevvo.chrome.path property in frevvo-config.properties file.
Windows Os:
- Open the Start Search, type in “env”, and choose “Edit the system environment variables”
- Click the “Environment Variables…” button
- Click the "New..." button in the "System Variables" section
- Set the variable name to "CHROME_PATH" and the value to <path to chromium browser exe>
MacOs/Linux
- Set the CHROME_PATH environment variable in system profile files (/etc/profile, ~/.bash_profile, ~/.bashrc)
  export CHROME_PATH=/opt/bin/chromium

Stop 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.
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 v10 license if you are upgrading from a version prior to v10.0.x.

Install Upgraded Version

Download the latest v10.1.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.
Ensure that Chrome or a Chromium browser is installed on the same server as the installation for PDF Snapshot generation. See the related Installation Task for details.
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 v10.1.x installation

Configure the Database and Email

Select your database type
Refer to the Configure the Connection URL topic to point the v10.1.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.
Configure Email
If you made changes to the Default Port in previous releases, make those changes again in the v10.1.x server.xml file.
Configure SSL for tomcat if it was configured in prior version of frevvo.
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.

Edit the frevvo-config.properties file in your prior version. This file is usually located in the<frevvo home>/tomcat/conf directory.
Copy the properties you added or changed.
Edit the frevvo-config.properties file in the upgraded version, and paste the properties you copied from your prior version.
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 .

Windows:

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.
You will see this message:

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.

Linux:

Ensure that the scripts are executable: chmod 755 <frevvo-home>/tomcat/bin/*.sh
Navigate to <frevvo-home>/solr/bin. Run this command to make the solr startup file executable:
chmod +x solr
Navigate back to the solr 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

Start the v10.1.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.

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

Connectors

Ensure you upgrade to the supported version of the connectors for your upgraded version of . Version information can be found at the links below.

If you are using the Database Connector, you must reinstall and configure it again for the v10.1.x installation.
If you are using the Google connector you must reinstall and configure them for the v10.0.x installation.
If you are using the Filesystem Connector, you must reinstall and configure it again for the v10.1.x installation.
If you are using the SharePoint Connector you must reinstall and configure it again for the v10.1.x installation.
If you are integrating with IIS, review these updated steps to configure Tomcat.

All database initialization and/or required upgrade will be automatically done by frevvo.war as part of the v10.1.x startup.

sameSiteCookies Attribute

Recent browser versions (especially Chrome v80+), by default, allow cookies to be sent only with top-level navigation and GET request initiated by third party websites. When you need to expose cookies to a third party site, such as using the SAML security manager or embedding in an iframe, you need to use https (Chrome only) and explicitly set the samesite attribute of the cookie to "none". frevvo includes a tomcat version that allows configuring the cookie processor with this attribute. This documentation provides more information and details across browsers.

The sameSite value "none" is not supported prior to iOS 13 (macOS before version 10.15). Setting sameSite to "none" in tomcat may require iPhone/iPad to be upgraded.

For third party access, you must use https and update the provided tomcat/conf/context.xml CookieProcessor element to add the sameSiteCookies attribute.

<CookieProcessor className="org.apache.tomcat.util.http.LegacyCookieProcessor" allowEqualsInValue="true" sameSiteCookies="none"/>

On premise customers who do not want to make these updates need to turn on the legacy behavior in the chrome browser. Please see this Chrome documentation for details.

Things to Check

Verify that any Connectors are up and running.

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.
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 icon.
3. Test forms/flows

Verify that the Refresh Searchable Items 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 v10.1.x. If the property is changed or deleted post migration you may see this error:

Follow these steps to rectify the situation:

Change the property back to what it was during migration and restart.

If that does not fix the problem, delete all rows from the DATABASECHANGELOG database table and then restart. Use the command: delete from DATABASECHANGELOG.

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 to Start 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 10.1.x to your installed v10.1.0 frevvo server, you can follow these simple steps instead of the more lengthy upgrade steps.

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 directory.
Stop .
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 .

Apply a Patch with Tomcat Upgrade

If you are applying a patch release that includes an Apache Tomcat upgrade to your installed v10.1 server, follow these modified upgrade instructions. Refer to the sections above for detailed steps.

Stop .
Backup the current server's installation directory so that you have a copy of all custom configuration parameters.
Install the Upgraded Version.
1. Download the latest v10.1.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 v10.1.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 .

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