Installing or upgrading PhixFlow itself is simple. However, PhixFlow depends on other parts of your system, including:

• databases
• Tomcat
• Java
• drivers.

Making any change to an interdependent system requires planning changes several weeks before you start to make them.

Stage 1: Planning

Several weeks before you intend to install or upgrade PhixFlow, make sure you know what changes you need to make to your existing infrastructure. There is help and information in:

• Compatibility Guide and Upgrade Planning: a list of the third-party software dependencies for each version of PhixFlow.
• Planning your PhixFlow System: what to think about.

Stage 2: Update Dependencies

At least one week before the planned PhixFlow installation or upgrade, complete any changes to your existing infrastructure infrastructure.

Stage 3: Backup

If you are upgrading an existing PhixFlow instance, remember to take a backup of your system.

Stage 4: Install or Upgrade PhixFlow

Installing PhixFlow: this includes how to install Tomcat, how to create the PhixFlow database and configure all necessary server-side files.

For upgrading:

• check for any Special Upgrade Instructions that you need to follow
• and combine them with the standard steps in Upgrading PhixFlow.

Stage 5: Configuration

Once PhixFlow is up and running, you can configure:

• properties for the PhixFlow system: see System Configuration.
• user access; see User Administration.

For information about ongoing maintenance of a PhixFlow system, see User Administration.