Before you begin the migration process:
- You may want to check the Supported Platforms to confirm the latest requirements.
- Please read and understand the Planning for v6.3 which may require your action before you begin your upgrade.
Determine Your Upgrade Path
Your Live Forms Version
Recommended Upgrade Path to v6.2
Upgrade directly to v6.3
Upgrade directly to v6.3
|6.2.x||Upgrade directly to v6.3|
Please follow the instructions on this page, to perform your upgrade. Click on the link for the section(s) that apply.
Migrating from HSQLDB
Live Forms does not support the use of HSQLDB for use beyond demo/trials of the Live Forms software. If by mistake you continued to use the demo/trial HSQLDB database for production use, you will need to first migrate your data to one of Live Forms supported production databases BEFORE you can use the automated migration scripts to upgrade to later versions of Live Forms.
Upgrading from Live Forms v5.3.9, v6.1 or v6.2
Please read the following upgrade steps prior to starting the migration.
- Please read and understand the Migration Considerations which may require your action before beginning.
- Backup the forms and users databases from your current Live Forms installation.
- Backup the current Live Formsserver's installation directory so that you have a copy of all custom configuration parameters.
- Stop the Live Forms server using stop-frevvo.[bat,sh] or through the Computer Management Services console if Live Forms is running as a window's service.
- Install a fresh v6.3 Live Forms server:
- Download the latest v6.3 software.
- The download is a zip file. Extract the contents to any folder of your choice. This folder will be referred to as <frevvo-home> (note that the zip already contains a top level frevvo folder).
- Navigate to <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml in the v6.3 directory structure.
Point the v6.3 frevvo database to your current frevvo database. Remember to add the sendStringParametersAsUnicode property with a value of false to your database connection URL if it is not already there.
The execution of SQL scripts is no longer required. All database initialization and/or upgrade will be done by frevvo.war as part of the Live Forms v6.3 startup.
- If you are upgrading from Live Forms v6.1+, you can skip steps 7a - 7b. Go directly to step 8.
- If you are upgrading from a Live Forms version prior to v6.1, then you MUST perform these steps:
- The users schema for the version you are migrating from must be located on the same database server instance as the new frevvo 6.3 schema. The upgrade process directly selects from the old users schema and inserts into the new frevvo 6.3 schema using a single sql statement.
- Only attempt the upgrade ONCE against a particular users and frevvo schema combination. If you need to run it again, RESTORE BOTH schemas from backup. If you encounter an exception reporting a migration failure, restore both schemas, verify that you have performed ALL the steps listed here and try again.
If you are using the tomcat servlet, follow the steps below to configure the v6.3 <frevvo-home>\tomcat\conf\catalina\localhost\frevvo.xml file for migration.
- For SQL server database migration: Uncomment " <Parameter name="frevvo.users.schemaName" value="users.dbo" override="false"/>" in frevvo.xml and comment out "<Parameter name="frevvo.users.schemaName" value="users" override="false"/>".
- Set the value of frevvo.users.schemaName in the v6.3 frevvo.xml file to the name of the users database of the version you are migrating from. If you didn't change the name of the users schema in the version you are migrating from, then you can leave it as the default, users. Make sure you append .dbo to the users schema name if you are using an SQL server database.
During the upgrade Live Forms copies the data in the old users schema into the corresponding new tables in the frevvo schema. The users and frevvo schemas are consolidated in this release. Live Forms uses the frevvo database user to select the data from the old users schema. Therefore, the frevvo database user must have select access to all of the tables in the old user. In case your database is not already configured for this, you must grant select permission to the frevvo user on these tables BEFORE upgrading.
Below is an example of the queries needed to grant select permission on the users schema to the frevvo user for the Oracle database:
If you are using a database other than Oracle, similar statements need to be executed. Please consult your database documentation for the correct syntax.
The frevvo db user id requires the database level privileges listed below on first startup. If your database is not set up for this already, privileges will be needed for the following actions:
- Create Table
- Alter Table
- Drop Table
- Create Index
- Create Sequence (Oracle)
- Create Trigger
Customers upgrading to v6.3 from a Live Forms version prior to v6.1, using LDAP, must copy their LDAP config parameters from the frevvo.xml file of the version you are migrating from to the v6.3 version frevvo.xml BEFORE starting the v6.3 server for the first time. Live Forms will then migrate the config to the tenant level on startup. LDAP parameters can then be edited in the v6.3 UI.
8. If you are using the JBOSS container, make the following additions to the configuration files:
JBOSS container : Quartz parameter has to be added to frevvo-config.properties file. e.g in case of MSSQL database, add the following in this file:
JBOSS + SQL server : "SelectMethod=cursor" has to be added to the connection url in frevvo-ds.xml file as follows :
The Quartz parameter is not required for starting the frevvo server if you are using WEBLOGIC.
9. Configure the new installation
- If you made changes to the following files in your previous installation, you will need to make the same changes in the new v6.3 configuration files.
- We recommend that any changes that were made to the web.xml file be moved to frevvo.xml instead
- The three files mentioned above include:
In-house customers using the httpclient-auth properties for HTTP Authentication to external web services, must ensure the file is present in the frevvo.war, BEFORE you perform the first startup of v6.3. When you start v6.3 the upgrade process will run and copy the credentials to the existing tenants on your server. This is a one-time upgrade. Changes to this file will be ignored once this upgrade is done. In v6.3, the tenant admin or superuser can modify the HTTP Authentication information through the Add/Edit tenant screens of the Live Forms UI.
10. Start the v6.3 server.
Things to Check:
- Login as a tenant admin
- Click on the Configuration Checklist link to verify that all configurations are complete
- Login as a tenant designer user
- View and edit a form/flow
- View submissions that existed before
- Test forms/flows
It is recommended that you do not change or delete the frevvo.users.schemaName property in frevvo.xml after the first startup of v6.3. If the property is changed or deleted post migration you may see this error:
Follow these steps to rectify the situation:
- Change the property back to what it was during migration and restart.
- If step 1 does not fix the problem, delete all rows from the DATABASECHANGELOG database table and then restart. Use the command: delete from DATABASECHANGELOG.
You may see an unexpected error due to a misconfiguration. One likely cause is that you have copied an older version of frevvo.xml or web.xml from your old Live Forms server into your new Live Forms server. The upgrade will detect this error and alert you that an upgrade error may have occurred. To solve this replace frevvo.xml and/or web.xml with the version that came with your new Live Forms software. To transfer configuration customizations from your old server software to you new server, edit frevvo.xml and/or web.xml and copy the changes over manually.
Applying a Minor Patch Update
If you're applying a minor patch update, for example, applying patch 6.3.1 to your installed v6.3 Live Forms server, you can follow these simple steps instead of the more lengthy upgrade steps.
The latest major Live Forms version is available on the public Software Downloads page.
Follow these steps:
- Unzip the downloaded build zipfile to a temp directory.
Copy the \temp\frevvo\tomcat\webapps\frevvo.war file.
Stop Live Forms.
Replace the frevvo.war file in your installation with the one copied above.
If you made any change in the web.xml file of your frevvo.war, then you will have to make those changes again in the web.xml file of the new frevvo.war. The steps to do this are explained here or you can just copy the old web.xml and replace the new one with it.
Delete everything inside \frevvo\tomcat\temp directory of your installation.
Start Live Forms.
Live Forms for Confluence
If you are running Live Forms for Confluence please follow the same instructions above to upgrade your Live Forms server. If you are upgrading from Live Forms for Confluence v5.3, then this upgrade does not require an upgrade to your frevvo-Confluence Add-on. Please refer to the Confluence Add-on Release Notes compatibility matrix. The Live Forms server and the Live Forms Confluence Add-on versions must match.
If you are using the Live Forms database connector, you must reinstall and configure it again for the v6.3 installation.
Google, PVE or Filesystem Connectors
If you are using any of the Live Forms connectors, you must reinstall and configure them again for the v6.3 installation.