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Before Upgrading
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preparation
preparation

Check the pre-requisites for the release and that you will be able to perform the necessary upgrades if there have been any changes to minimum versions.

The pre-requisites include:

  • Java
  • Tomcat
  • Database

See the main release notes for the specific release for detailed requirementsCompatibility Guide and Upgrade Planning to ensure that your version of database, tomcat and java are supported in the planned upgrade. If any of these items need updating, please contact your IT team several weeks in advance of the planned upgrade.

Java upgrades

If java needs upgrading, you must verify that any JDBC connectors you have installed to non-standard databases are still supported. The standard databases supported by PhixFlow are Oracle, MS SQL Server and MySQL/ MariaDB. The drivers needed to connect to these databases are shipped with PhixFlow, and connections to external databases though PhixFlow datasources are supported by these drivers. However, if you have connections to external databases other than these - for example, Netezza, Teradata, DB2 - then you will have installed JDBC drivers for these in the folder

Code Block
[tomcat home]/lib

You must check that your current version of each installed driver is compatible with the new version of java, and if not, obtain a new version of the JDBC driver from the supplier.

Special upgrade instructions

Also check Compatibility Guide and Upgrade Planning for any special upgrade instructions between your current and target versions.

Upgrade

Backup your Database

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If necessary, upgrade to supported versions of Java, Tomcat and Oracle, SQL Server or MySQL / MariaDB.

See above for details.

Remember, if you are upgrading tomcat, to restore any JDBC drivers needed for datasources that use database technologies or versions not supported for PhixFlow's own connections. See Install Tomcat for details, but in brief, make sure that any additional JDBC drivers you use are placed in:

Code Block
[tomcat home]/lib


Unzip the PhixFlow Release

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Run all migration scripts run in sequence from the starting version to this version e.g.:.

Note
titleWarnings

Please note that some of the scripts can generate warning messages. One example of this is Caution: Changing any part of an object name could break scripts and stored procedures. Generally, these warning messages do not indicate a problem. However, in the event that you see any error messages, please contact your PhixFlow support team.

Oracle

E.g. for Oracle users:

Code Block
cd $RELEASE/schema/oracle/migration/X.Y
sqlplus myUsername/myPassword @migrate_schema_from_x_y_z_to_X_Y_Z.sql

SQL Server

E.g. for SQL Server users:

Code Block
cd $RELEASE/schema/sqlserver/migration/X.Y
sqlcmd -S myServer\myInstance -U myUsername -P myPassword -d myDatabase -i migrate_schema_from_x_y_z_to_X_Y_Z.sql
Note
titleWarnings

Please note that some of the scripts can generate warning messages. One example of this is Caution: Changing any part of an object name could break scripts and stored procedures. These warning messages are normal and do not indicate a problem. However, in the unlikely event that you see an error message, please contact your PhixFlow support team.

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MariaDB (MySQL)

Warning

Some MariaDB PhixFlow migration scripts create or use privileged functions and/or procedures, and must have privileges not required by the regular PhixFlow user.

Specifically, one of the following must be true:

  • the migration user has SUPER privilege, or
  • the mysql global variable 'log_bin_trust_function_creators' is set to true

If neither are true, the migration script may fail and would require manual recovery.


Code Block
titleE.g. for MariaDB users
cd $RELEASE/schema/sqlserver/migration/X.Y
mysql -h myServer -u myUsername -p -D myDatabase
source migrate_schema_from_x_y_z_to_X_Y_Z.sql


Re-start Tomcat

Import new Templates package

See Import Templates and Formats for guidelines on whether or not, and how to import the templates file.

Complete

The upgrade is now complete.