Upgrading In House
From Frevvodocs
Contents |
Upgrading your Form Server
Existing/upgrading customers running prior version of frevvo Live Forms must take a few additional steps during the installation of the new v3 Form Server. The upgrade can be accomplished one of two ways. Both upgrade paths are explained in detail below.
1) Install the frevvo-tomcat v3 bundle zip, and then migrate your old frevvo users, etc.. into the new v3 frevvo-tomcat bundle.
or
2) Replace frevvo.war in your existing web application container with the new v3 frevvo.war
NOTE: Upgrades to v3.4.x should complete a full migration as described in option (1) above and not using option (2) as this release contains configuration and model changes outside of frevvo.war.
NOTE: These instructions assume that you have installed frevvo v3 into c:\frevvo and your users into c:\frevvo\data\users. If you have installed elsewhere make the appropriate adjustments to the instructions below.
NOTE: Rules using comparison against select control (dropdown, radio, checkbox) options must be rewritten manually when migrating forms to v3.4. See Rules Migration Issues for Options for details.
frevvo-tomcat upgrade path
Backup
Before starting the upgrade process:
- Make a backup copy of your current frevvo users c:\frevvo\data\users and assets c:\frevvo\data\assets
- Login as the admin user and download any applications and control templates you may have added
- Make a backup copy of tomcat\conf\Catalina\localhost\context.xml.default (tomcat-specific, if it exists)
- Make a backup copy of webapps\frevvo\WEB-INF\web.xml located in your web application container directory.
users
It is very important to copy your existing users into your new v3 users directory BEFORE starting you new v3 Form Server for the 1st time. frevvo automatically migrates older users from v1, v2 and v3 into a new v3 format. This is a one time process so your older users must be already installed into v3 prior to the 1st start.
- copy users\* from your old Form Server installation into c:\frevvo\data\users. This assumes that you have installed the new v3 into c:\frevvo.
Note that the new v3 users directory already contains a few special users and files. Take care NOT to overwrite these new files when you copy the users from your existing users directory.
assets
All images and videos uploaded and used by your user's forms are stored in the assets directory. Copy the contents of the assets directory from your old Form Server to c:\frevvo\data\assets
form templates (migration from v2 only)
If your v2 Live Forms installation contains any published Form Templates, please contact frevvo for information on migrating templates to v3. If you are migrating from an earlier version of v3 to the newer v3 version, this migration process occurs automatically.
control templates
Control Templates are located in your old admin user. To migrate them to v3, download the applications containing your control templates, from your old admin user and upload into the new v3 admin user. Then drag/drop all the controls into the v3 admin user's Custom Palette. If you custom controls are group controls (sections, repeats, panels, tabs) you will notice that v3 launches a wizard when you drop them into Custom. See the documentation on Custom Group Wizard for details.
context.xml.default
Edit c:\frevvo\tomcat\conf\Catalina\localhost\context.xml.default to add any customizations your made in your old Form Server to the v3 Form Server. Note that you cannot simply copy the old context.xml.default to the v3 Form Server as the configuration file has changed.
frevvo.war upgrade path
NOTE: Upgrades to v3.4.x should complete a full migration as described in option (1) above and not using option (2) as this release contains configuration and model changes outside of frevvo.war.
Backup
Before starting the upgrade process:
- Make a backup copy of your current frevvo users c:\frevvo\data\users and assets c:\frevvo\data\assets
- Login as the admin user and download any applications and control templates you may have added
- Make a backup copy of tomcat\conf\Catalina\localhost\context.xml.default (tomcat-specific, if it exists)
- Make a backup copy of webapps\frevvo\WEB-INF\web.xml located in your web application container directory.
Unpack the v3 download zip
- Create a directory where you want to unzip frevvo v3
- Unzip frevvo.zip. This extracts frevvo.war, a readme.txt, and a users folder, and a context.default.xml file.
Stop/Undeploy frevvo v1/v2/v3
- Shutdown and Undeploy your old frevvo Form Server. For example if you are running under tomcat, you can use the tomcat manager to do this.
users
- copy the contents of the users folder from the v3 download zip into your current Form Server's users directory. This will replace your old admin user with the new v3 admin user as well as a few other system files.
It is very important to update the users from the v3 frevvo.zip file BEFORE starting the v3 Form Server for the 1st time. frevvo automatically migrates older users from v1, v2 and v3 into a newer v3 format. This is a one time process so your older users must be already installed into v3 prior to the 1st start.
form templates (migration from v2 only)
If your v2 Live Forms installation contains any published Form Templates, please contact frevvo for information on migrating templates to v3. If you are migrating from an earlier version of v3 to a newer v3 version, this migration process occurs automatically.
control templates
Control Templates are located in your old admin user. To migrate them to v3, upload the applications downloaded in the backup step above, into the v3 admin user. Then drag/drop all the controls into the v3 admin user's Custom Palette. If you custom controls are group controls (sections, repeats, panels, tabs) you will notice that v3 launches a wizard when you drop them into Custom. See the documentation on Custom Group Wizard for details.
context.xml.default
This file is tomcat specific. If you are working with a different web application server, use the contents of this file as a guide to the configurable frevvo web parameters.
- Replace and/or Merge context.xml.default (tomcat-specific, if it exists in your web application server) with the one from the v3 frevvo.zip file.
- If you had customized frevvo in your web application server via another method, locate and delete the frevvo web paramenters and replace them with the new parameters from the v3 frevvo.zip file conntext.xml.default.
web.xml
- Edit web.xml as described above in Standalone frevvo (without Tomcat)
- Also make any customizations you had from the backup copy of web.xml you saved earlier.
