Planning your Xythos upgrade
Xythos Webcast Series
Dial-in Information:
Toll-free 877-795-3646
Passcode: 8482901
Today’s Presenters
• Chris Nippert
Senior Director Field Services
Xythos Software
• John Wiseman
Technical Architect Field
Services
Xythos Software
• Maria Miller
Senior Director of Marketing
Xythos Software
Agenda
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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 started
Why upgrade?
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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 features
Psst… 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:
Admin:
HTTPS:
MOD_JK:
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 often
2. Execute test upgrade before production
3. Validate Xythos DB data backup
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Perform backup & restore, not just backup
4. Use snapshot of production for test upgrade
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Validate upgrade process & estimate timing
5. Sanity check load balancer & server.xml
settings at end of upgrade process
Avoid 3 Major Pitfalls
1.
2.
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Do not boil the ocean—
phased approach
Ensure the emperor has
clothes—validate
backup
Prepare for a rainy
day—plan thoroughly,
expect hiccups, have
contingency plan
Practical
examples
Enterprise Document Management
Suite / Digital Locker Suite
7.1 Sneak Peak
Enterprise Document Management Suite 7.1
Digital 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 Suite
7.1 Sneak Peak
Engaging Xythos for Upgrade Assistance
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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 to
services@xythos.com
Questions / Discussion
Xythos Webcast Series
For more information:
info@xythos.com
services@xythos.com
1-888-499-8467
Xythos Webcast Series