Before you begin the migration process:

• Please check the Supported Platforms to confirm the latest requirements.

• Please read and understand the Planning for v7.4 which may require your action before you begin your upgrade.

Determine Your Upgrade Path

Note: Upgrades from

6.3.9 - 6.3.12 to v7.4.x are supported but these versions are not available for general release.

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

• 1 Migrating from HSQLDB
• 2 Upgrading from Live Forms v6.3.x, v7.0.x, v7.1.x, v7.2.x or v7.3.x
• 3 Things to Check:
• 4 Applying a Minor Patch Update
• 5 Apply a Patch with Tomcat Upgrade

Migrating from HSQLDB

 does not support the use of HSQLDB for use beyond demo/trials of the Live 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

 supported production databases BEFORE you can upgrade to later versions of Live Forms.

Upgrading from Live Forms v6.3.x, v7.0.x, v7.1.x, v7.2.x or v7.3.x

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

• v7 License Key Required: 

  • A v7 license key is required for this version of 

    
    if you are upgrading from a version prior to v7.0. Request a v7 license by emailing support@frevvo.com BEFORE you begin the upgrade. v5 and v6 licenses will not work.
    
    

  • 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.
    
    

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

2. Stop

   
   with one of the methods listed below:

   1. Execute <frevvo-home>\stop-frevvo.[bat,sh] for versions previous to v7.x.

   2. 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-5.4.1 directory of your existing installation.
      
      bin\solr.cmd stop -all
      
      
      

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

3. Backup the forms database from your current

   

   installation.

4. Backup the current

   
    server's installation directory so that you have a copy of all custom configuration parameters.
   
   
   

5. Request a v7 license if you are upgrading from a

   version prior to v7.0.x.

6. Download the latest v7.4.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).

7. Install a JDBC Driver.

8. If you increased Memory Settings in your previous installation, make those changes to the appropriate files in the v7.4.x installation. Refer to Hardware and Memory Requirements for the details

9. Navigate to the server.xml file in the <frevvo-home>\tomcat\conf directory of your v7.4.x installation

10. Configure the Database and Email
    
    

    1. Select your database type

    2. Refer to Configure the Connection URL to point the v7.4.x frevvo database to your current frevvo database. 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 v7.4.x server.xml file.  

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

     Convert parameters to properties
    
    

    
    Examine the frevvo.xml file from your previous installation and open the <frevvo-home>\tomcat\conf\frevvo-config.properties in the v7.4+ Installation.

    1. Add the values of any parameters that were changed in the frevvo.xml after the equal sign to the appropriate property in the frevvo-config.properties file.

    2. Remove the # in front of any properties you are going to use.
       
       
       

       Open

       

       
       
       

       
       
       

    Compare the frevvo.users.schemaName property in the frevvo.xml file from the version of Live Forms you are upgrading from to the properties in the frevvo schema name settings - needed for 6.0 upgrade only section of the frevvo-config.properties file. If they are not the same, follow these steps:
    
    

    1. If the value in the parameter in the frevvo.xml file is not users, copy the value from the frevvo.xml and add it after the equal sign for the frevvo.users.schemaName property in frevvo-config.properties. 

    2. For SQL server database migration:
       
       

       1. Uncomment " frevvo.users.schemaName" value=users.dbo
          
          

       2. Comment out frevvo.users.schemaName.  If the value in the parameter in the frevvo.xml file is not users.dbo, copy the value from the frevvo.xml and add it after the equal sign for the frevvo.users.schemaName property in frevvo-config.properties.
          
          
          

11. 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

    features.
    
    
    

12. 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.

    1. Unpack the frevvo.war file from your previous installation to a temporary location of your choice: e.g. c:\tmp\frevvo-war. Change the file extension from .war to .zip if necessary.

    2. Edit c:\tmp\frevvo\WEB-INF\web.xml.

    3. Locate the parameters that were changed, convert them to properties and add them to the frevvo-config.properties file.

13. If you are upgrading from v7.0+ or v7.1+ and you made changes to the <frevvo-home>/tomcat/conf/Catalina/localhost/insight.xml file, convert those parameters to properties and add them to the frevvo-config.properties file in your v7.4 installation. You can skip this step if you are upgrading from a version of

    previous to v7.0

14. Save the changes to the frevvo-config.properties file.

15. Verify that you do NOT have files named frevvo.xml or insight.xml in the <frevvo-home>\tomcat\conf\catalina\localhost directory.

16. The Manage Insight Data Batch job will run automatically as part of the upgrade. If it does not, you can run it manually once the upgrade is complete. The batch job should be run after hours when your users are not using your forms/flows. 

17. Follow the steps for your Operating system to start the Insight server BEFORE starting 

    .
    
    

    1. Windows:

       1. Open a command prompt. Navigate to <frevvo-home>\solr-6.6.2. Type bin\solr.cmd start to run the Insight server in the background, listening on the default port 8983.
          
          

          
          
          You will see this message:
          
          
          
          
          
          

       2. 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:

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

       2. Navigate to <frevvo-home>/solr-6.6.2/bin. Run this command to make the solr startup file executable:
          chmod +x solr

       3. Navigate back to the solr-6.6.2 directory.
          cd ..    
          Start the Insight server by typing: bin/solr start - this starts the Insight server in the background.

       4. 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

       

    
    
    

18. Start the

     v7.4.x server by running the start-frevvo.bat or start-frevvo.sh files (depends on your Operating system) in the <frevvo-home>\frevvo directory  Proceed to Step 19.  If you are running
    and the Insight Server (Solr) as Windows services, continue with Step 18.
    
    
    

19. If you are running Live Forms 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.
          
          
          

    2. Remove the Live Forms service by running the <frevvo-home>\Remove-Service batch file.
       
       

    3. Perform these steps to reinstall the Insight Server and Live Form services.
       
       
       

20. If you are using the

    Database Connector, you must reinstall and configure it again for the v7.4.x installation.

21. If you are using the Google or PVE connectors  you must reinstall and configure them for the v7.4.x installation.

22. If you are using the

    Filesystem Connector, you must reinstall and configure it again for the v7.4.x installation.

23. If you are using the

    Box.com Connector, you must reinstall and configure it again for the v7.4 installation.

24. If you are using the

    SharePoint Connector you must reinstall and configure it again for the v7.4 installation.