Note: This applies to DocuShare 7 Only.
This upgrade procedure should be used when moving from a 32 bit Operating System with 32 bit DocuShare JVM’s and IDOL to a 64 bit Operating system using 64 bit JVMs and IDOL.
Prerequisite
• If you are upgrading from DocuShare 6.5.3 or earlier, upgrade to DocuShare 6.6.1 R2 before upgrading to DocuShare 7. If you are upgrading from DocuShare 6.6.1, upgrade to DocuShare 6.6.1 Update 2 before upgrading to DocuShare 7. If you are upgrading from DocuShare 6.6.1 R2 or 6.6.1 Update 2 or later, you can upgrade directly to DocuShare 7.
A DocuShare upgrade utility is included with the software install Wizard. The utility can take sites as low as v5.0.3 and upgrade them to the current version of DocuShare.
Note: If you are running an older version of DocuShare contact DocuShare Technical Support at 1-800-835-9013 to discuss recommended the upgrade path for your environment.
Before you start the upgrade procedure
Warning: You must verify the bucket structure before starting DocuShare for the first time. For information on how to Verify the bucket structure contact DocuShare Technical Support Team at 1-800-835-9013.
• A day prior to upgrading the site, inform users that the site will be down
a. Go to Site Management l Site Operations.
b. In the Admin Message field, enter a message telling users when the site will be unavailable and for how long; then select Yes in the Show Admin Message field.
c. Click Apply.
• Review the System Requirements for DocuShare software installation presented in Xerox DocuShare Installation Guide. Record all of your current configuration settings so you can enter them in the upgrade Wizard windows.
• From the Administration menu, click Site Management | License. On the License page, locate and write down the Host ID number of the server.
• Stop all automated or programmatically generated activities; especially those that use the Content Intake Manager, Content Rules, or Scan to DocuShare services.
• Close site access
1. Log into the DocuShare site as admin.
2. Got to Site Management | Access Policies.
3. Set the Site Access Authority to Administrator, then click Apply.
4. Go to Site Management | Site Operations.
5. In the Admin Message field, enter a message telling users that the site is going down in ten minutes, select Yes in the Show Admin Message field, then click Apply.
6. After ten minutes, enter the message DocuShare is currently in read-only mode in the Admin Message field.
7. In the System Mode field, select Read Only.
8. In the Show Admin Message field select Yes.
9. Click Apply.
• Close all Windows applications that are currently open on the server.
• Backup the IDOL database
Note: Backup of the IDOL database only applies to sites that are currently running DocuShare 6.5.x or higher.
a. Make sure the target directory exists and is empty before starting backup. The target directory is represented as in the command.
b. Run the command idoltool.bat -s export< exportdir>.
• Clear the event queue
a. Go to Site Management l Site Operations.
b. In the System Mode field, select Read Write and select No in the Show Admin Message field; then click Apply.
c. Go to Services and Components | Subscription.
d. Set the Weekly Notification Day to the current day of the week, and set the Weekly Notification Hour and Weekly Notification Minute to five minutes from the current time; then click Apply.
e. Wait ten minutes before proceeding with the upgrade.
This allows the DocuShare notification service to send all subscribed notifications and clear the event queue. Failure to clear the event queue before starting the upgrade results in the loss of all events waiting in the queue.
• Stop DocuShare.
a. Log into the server using the Windows local server administrator account.
b. In the Administrator Tool, select and open the Services application, select DocuShare and stop the service.
• Backup the DocuShare Database and the Documents directory
Warning: The backup of the database files and the documents directory must be done at the same time so that the information contained is in sync, otherwise there will be inconsistencies between the documents and the database information. To prevent inconsistencies between the documents and the database, you will need to stop DocuShare or place DocuShare in Read Only mode so that no new data is written during the backup period.
o Backup the site database
a. In your database server manager, stop the database.
b. Perform a system backup of your DocuShare site.
Note: The default DocuShare database files in SQL are called docushare.mdf and docushare_log.ldf.
c. When the backup is finished, start the database.
d. The database must be running for the DocuShare Installer to upgrade the database schema.
o Backup the Content (documents directory)
Note: The location of the documents directory may vary depending on your installation environment. The location of the documents directory in your environment can be found in Admin Home | Site Management | Directory Paths | Document Repository.
Upgrading to DocuShare 7
Note: If you are running DocuShare 6.0.x or a legacy versions and using MSDE for the database, you will need to upgrade to version 6.6.1 Build 801 or 6.6.1 Build 257 R2 and later using SQL Express 2010. For detailed information click the Upgrade / migration fails from version 6.0.x or older to a new install using SQL Express 2012 solution link at the bottom of the page.
1. Move a copy of the DocuShare documents directory to the new server or destination.
2. Move a copy of the DocuShare database files to the new Database Server and verify that the copy of the database is connected, running and available,
Note: If you are using a New Microsoft SQL Server database, run exec sp_fulltext_database enable on the server to enable full text search.
3. Launch the DocuShare software install Wizard by doing one of the following:
o If you are installing from a product media: Insert the DocuShare media into the server drive. If the installer does not open automatically, open the media, locate and double-click setup.bat.
o If you downloaded DocuShare from the web: Download the file to a temporary directory on your server and unzip the file. Open the file, locate and double-click docushare.exe.
Note: If you want the installer to save all configuration and upgrade data, start the upgrade in a command prompt window by entering the command line: docushare.exe –P docushareLog.cleanUp=false.
Be patient; it takes several minutes for the system to load and start the installer.
4. Follow the onscreen instructions; when the Content Store field is displayed point to the copy of the documents directory.
5. Follow the onscreen instructions until you have selected the database.
When the Database Configuration Wizard window displays point to the copy of the database.
6. Follow onscreen instructions.
7. During the Installation, The DocuShare Installation Wizard window will pop up and state that The installation wizard has found the existing DocuShare data in the database remove? Select No.
The installer will then proceed to upgrade the target database.
8. When the upgrade successfully completes, click Finish to close the installer.
9. Reboot the server.
10. After the server restarts, if you did not set DocuShare to run as an autostart service, do one of the following:
o Enter \bin\start_docushare in a command prompt window to start DocuShare.
o In the Administrative Tool, in the Services application, select and start the DocuShare service.