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Planning your Xythos upgrade
Planning your Xythos upgrade
Xythos Webcast Series
Dial-in Information:Toll-free 877-795-3646Passcode: 8482901
Today’s Presenters
• Chris NippertSenior Director Field Services Xythos Software
• Maria MillerSenior Director of MarketingXythos Software
• John Wiseman Technical Architect Field Services Xythos Software
Agenda
• Upgrade benefits• Planning an upgrade• Things we’ve learned along the way• 3 major pitfalls to avoid• Extending your upgrade – practical use
cases• EDMS 7.1 sneak peak• How we can help• Questions / Discussion
Getting startedGetting started
Why upgrade?
• Get the latest and greatest product features
• Receive optimum product performance• Have the latest in patches and updates• Move from one product suite to another
with more featuresPsst… 7.1 sneak peak at the end
of today’s webcast
Planning the Upgrade
• Step 1: Determine upgrade path▪ 4.2 (and above) -> 7.x one step upgrade▪ 4.1 (and below) -> 7.x multi-step upgrade
• Step 2: Any infrastructure changes?▪ Hardware, Storage, Network▪ Software—operating system (OS) & database
(DB)
• Step 3: Customizations to migrate▪ Branding▪ Other
• Step 4: Establish test environment
Standard Upgrade Process
• Obtain Xythos 7.x codebase from Xythos Support• Unzip codebase into Xythos installation home directory• Run Xythos 7.x Install Tool (java –jar installxythos.jar)
▪ Option 3—Upgrade DB objects (after full DB backup)▪ Option 6—Configure Bundled Servlet Container (i.e. Tomcat)
• Start up server & test• Update server.xml
▪ Update SSL and/or port Settings• Migrate branding and color scheme
▪ Different than 6.x: CSS, modify images, custom help• Migrate customizations
▪ Different WebView than 6.x: JSP/Servlets to Ajax & Struts2▪ Leverage new workflow API
For Example …
For Example …
For Example …
For Example …
HTTP:
HTTPS:
MOD_JK:
Admin:
For Example …
Validating the Upgrade
• Test general system functionality• Test advanced upload
▪ Troubleshooting: May need to tweak server.xml as load balancer output must be consistent with upload applet setting in server.xml
• Create Wiki▪ Troubleshooting: Wiki needs to be able to call back to
itself. • Option 1: Set Wiki URL in Xythos AdminUI to use loopback
IP Address of 127.0.0.1• Option 2: Update firewall to allow outgoing traffic from
Xythos application server to load balancer (HTTPS over port 443, if running Xythos securely)
Infrastructure Changes—Hardware
• For new Application Server(s)▪ Upgrade Xythos first on old hardware▪ Copy over to new server(s) when completed▪ Change IP Address on DNS hostname; or
• Upgrade xythos.properties with new IP and• Reconfigure server.xml & load balancer
Infrastructure Changes—Hardware
• For new Database Server(s)▪ Restore backup of Xythos DB on new server(s)▪ Perform Xythos 7.x upgrade▪ Change IP Address on DNS hostname; or
• Update Xythos Global Schema JDBC URL in xythos.properties
• Update Xythos File Schema(s) JDBC URL in Xythos AdminUI for each Xythos Document Store
Infrastructure Changes—Software
• For DB Version changes▪ Upgrade Xythos first, then DB▪ Update JDBC driver as necessary
• For DB & Application Sever OS changes▪ Upgrade Xythos first, then OS▪ Ensure OS supported on Xythos 7.x
Infrastructure Changes—Storage
• Perform direct file copy from old storage to new storage
• Establish mount point to new storage• For each Xythos external storage location
that was moved:▪ Update mount point in Xythos Admin UI for the
given Xythos Document Store; or▪ Change underlying physical mount to storage,
but keep logical mount the same
Xythos 7.x Upgrade Best Practices – 5 steps to success
1. Perform upgrade in phases and test often2. Execute test upgrade before production3. Validate Xythos DB data backup▪ Perform backup & restore, not just backup
4. Use snapshot of production for test upgrade▪ Validate upgrade process & estimate timing
5. Sanity check load balancer & server.xml settings at end of upgrade process
Avoid 3 Major Pitfalls
1. Do not boil the ocean—phased approach
2. Ensure the emperor has clothes—validate backup
3. Prepare for a rainy day—plan thoroughly, expect hiccups, have contingency plan
PracticalexamplesPractical
examples
Enterprise Document Management Suite / Digital
Locker Suite7.1 Sneak Peak
Enterprise Document Management Suite / Digital
Locker Suite7.1 Sneak Peak
Enterprise Document Management Suite 7.1Digital Locker Suite 7.1
• Connect▪ Xythos Drop Box▪ Email client integration▪ Wiki templates
• Customize▪ Personalized branding▪ Custom folder settings
• Restore▪ Easily restore lost files
Enterprise Document Management Suite / Digital
Locker Suite7.1 Sneak Peak
Enterprise Document Management Suite / Digital
Locker Suite7.1 Sneak Peak
Engaging Xythos for Upgrade Assistance
• Delivered by Xythos Professional Services• Follows proven methodology• Comprehensive pre-engagement planning• Assistance coordinating infrastructure changes • Execution of test upgrade• Execution of production upgrade• Thorough knowledge transfer on new end-user
and administrator functionality• Contact Xythos Account Executive or send email
Questions / Discussion
Xythos Webcast Series
