These are the general steps that you should always follow when upgrading and existing PhixFlow instance from one release to another.
Some releases contain special instructions.
When planning an upgrade, please check the special instructions for each intermediate release and follow the additional steps as indicated.
Contents
Before Upgrading
Check Compatibility 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. Also check Compatibility Guide and Upgrade Planning for any special upgrade instructions between your current and target versions.
Upgrade
Backup your Database
Ensure that you have a recent full backup of your database. If, for any reason, you need to rollback (see "Rollback Upgrade" below), your PhixFlow configuration and data will revert to this point.
Stop Tomcat
Stop Tomcat. PhixFlow will not be available to users until the upgrade is complete.
Environment
If necessary, upgrade to supported versions of Java, Tomcat and Oracle, SQL Server or MySQL / MariaDB.
See above for details.
Unzip the PhixFlow Release
Unzip the PhixFlow release package into a temporary directory.
We will refer to the new PhixFlow release as $RELEASE.
Install the new Webapp into Tomcat
Move the live phixflow installation, i.e. the directory $TOMCAT/webapps/phixflow, to an archive location.
E.g. on unix/linux: mv $TOMCAT/webapps/phixflow $ARCHIVE/phixflow-<current date>
Copy $RELEASE/webapp/phixflow to $TOMCAT/webapps.
E.g. on unix/linux: cp $RELEASE/webapp/phixflow $TOMCAT/webapps/phixflow
Copy the following files from the WEB-INF/classes directory in the archive of the live installation into the corresponding directry in the new phixflow webapp:
- phixflow-datasource.xml
- phixflow-instance.xml
- phixflow-domains.xml
- log4j.properties
E.g. copy $CV_ARCHIVE/phixflow-<current date>/WEB-INF/classes, to $TOMCAT/webapps/phixflow/WEB-INF/classes
Upgrade the Database
Run all migration scripts run in sequence from the starting version to this version e.g.:
E.g. for Oracle users:
cd $RELEASE/schema/oracle/migration/X.Y sqlplus myUsername/myPassword @migrate_schema_from_x_y_z_to_X_Y_Z.sql
E.g. for SQL Server users:
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
Warnings
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.
Re-start Tomcat
Complete
The upgrade is now complete.