These are the general steps that you should always follow when upgrading and existing PhixFlow instance from one release to another.

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

Re-start Tomcat

Complete

The upgrade is now complete.