Upgrading Live Forms 

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

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

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

2. Stop with one of the methods listed below:

   1. Execute <frevvo-home>\stop-frevvo.[bat,sh] for versions previous to v9.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-x.x.x 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 v9 license if you are upgrading from a version prior to v9.0.x.

Install Upgraded Version

1. 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).
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 v9.0.x installation

Configure the Database and Email

1. Select your database type
2. Refer to the Configure the Connection URL topic to point the v9.0.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 v9.0.x server.xml file.  

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

Copy Properties

This section applies to upgrades from versions v7.4.x+.

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.

Convert parameters to properties

This section applies only to upgrades from versions prior to 7.4.x.

<!--  
        frevvo schema name settings - needed for 6.0 upgrade only
     -->
    <Parameter name="frevvo.users.schemaName" value="users" override="false"/>
    <!--  SQL Server 
    <Parameter name="frevvo.users.schemaName" value="users.dbo" override="false"/>
     -->

# frevvo schema name settings - needed for 6.0 upgrade only
frevvo.users.schemaName=users
# SQL Server schema name 
#frevvo.users.schemaName=users.dbo

<Parameter name="frevvo.default.login.tenant.id" value="your_tenant_id" override="false"/>
<Parameter name="frevvo.login.username.placeholder" value="user@<your_tenant_name>" override="false"/>

Refresh Searchable Fields

The Refresh Searchable Fields process will run automatically as part of the upgrade. If it does not, you can run it manually once the upgrade is complete. The process should be run after hours when your users are not using your forms/flows.

Start the Insight Server

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

Windows:

1. 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.
   
   
   

2. You will see this message:
   
   
   
   

   If you close the Insight server (Solr) startup window, the server will stop running. Leave the window open or see813629441 to remove existing services and set up Live Forms and the Insight Server to run as Windows services:

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.

Linux:

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

Start 

Start the  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.

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.

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

2. Perform these steps to reinstall the Insight Server and Live Form 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 v9.0.x installation.
• If you are using the Google or PVE connectors  you must reinstall and configure them for the v9.0.x installation.
• If you are using the Filesystem Connector, you must reinstall and configure it again for the v9.0.x installation.
• If you are using the SharePoint Connector you must reinstall and configure it again for the v9.0.x installation.

Things to Check

Verify that any  Connectors are up and running.

1. 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.
2. 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 and Legacy submissions icons.
   3. Test forms/flows 
      

Login as the superuser admin.

1. 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:

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. 

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 Live Forms server, you can follow these simple steps instead of the more lengthy upgrade steps.  

1. Unzip the downloaded build zipfile to a temp directory. 
2. Copy the \temp\frevvo\tomcat\webapps\frevvo directory.
3. Stop .
4. Delete the frevvo.war and/or frevvo directory file from your <frevvo-home>\tomcat\webapps directory.
5. Paste the frevvo directory copied above in your <frevvo-home>\tomcat\webapps directory. 
6. If you made any configuration changes in the web.xml file, or if you added configuration parameters to the <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml in your previous installation, we recommend that the configuration context parameters be converted to properties and added to the <frevvo-home>\tomcat\conf\frevvo-config.properties file instead. This keeps all your changes in one place and makes migration to major new versions easier.
7. Delete everything inside \frevvo\tomcat\temp directory of your installation.
8. Start . 

Apply a Patch with Tomcat Upgrade

If you are applying a patch release that includes an Apache Tomcat upgrade to your installed v9.0  server, follow these modified upgrade instructions. Refer to the sections above for detailed steps.

1. Stop .

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

3. Install the Upgraded Version.
   1. 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).
   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 v9.0.x installation
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