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7 Upgrade Guide
1. 2. 3. 4. 5. 6. 7. 8. 9. 10. OVERVIEW ................................................................................................................. 1 REVIEW YOUR EXTENSIONS ................................................................................... 2 MAKE BACKUPS ........................................................................................................ 2 UNINSTALL OLD PAGEFLEX SOFTWARE............................................................... 3 INSTALL NEW PAGEFLEX SOFTWARE ................................................................... 3 ACTIVATE LICENSING .............................................................................................. 3 CONNECT TO THE SERVER DATABASE ................................................................. 3 TEST DEPLOYMENTS IN LEGACY MODE................................................................ 5 UPGRADE DEPLOYMENTS ....................................................................................... 5 REVIEW AND TEST UPGRADED DEPLOYMENTS .................................................. 7
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Overview
Upgrading Pageflex Storefront involves upgrading your Pageflex Server software and associated database, and then upgrading each of your Pageflex Storefront deployments. Please note, system requirements have changed with this release: please refer to the Pageflex 7.7 ReadMe for details. If any of the steps in the upgrade process seem unclear, or you need guidance with your particular configuration, please contact Pageflex Support (support@pageflex.com). Once you complete the upgrade, your deployments will look and behave just as they did before, but you will be able to take advantage of the latest features and changes. This upgrade guide is for Pageflex Storefront customers who are upgrading to Pageflex 7.7 from a previous version. If you are a Pageflex Server customer but do not have a license for Storefront, please refer to the upgrade instructions found in the Pageflex Server 7.7 Upgrade Guide. For valuable information about the contents of this release, refer to the Pageflex 7.7 ReadMe. We recommend pre-flighting deployment upgrades on a development or test server. The Pageflex Storefront Deployer Guide, Chapter 19, explains how to copy and move deployments for just this purpose. If you do not already have a development license, request one from keys@pageflex.com. Pageflex Storefront 6 or 7 Customers If you are currently using Pageflex Storefront 6.x, 7.0.x, 7.5.x, or 7.6.x then you may upgrade to version 7.7 according to the process described on the following pages. Pageflex Storefront 3 or 5 Customers If you are running Storefront 3.1 or 5.x, you cannot upgrade directly to Storefront 7.7. Rather, you must first perform intermediate upgrades. Please contact Pageflex Support for details.
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Make Backups
It is vitally important to backup all of your Storefront deployments associated resources to be well prepared to roll back to your pre-upgrade deployment should anything malfunction during or after the upgrade to 7.7. Follow these three steps: Export an XML database for each deployment. Choose Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard. Select the Manage an existing deployment option, and then Export the deployment database as an XML file. The exported files will contain the deployments entire database contents, including product definitions, groups, user accounts, order history, and event logs. Logs may optionally be saved to a separate file to reduce the database footprint on your hard drive. (No
3 order or billing history is contained within these logsthey only track events for troubleshooting purposes.) Make backup copies of each deployments entire WebPages directory. The default location for this is Pageflex\Deployments\[DeploymentName]\WebPages. This backup should capture all your themes, string resources, ASPX and HTML files. Create backup copies of the deployments SQL database files. Use Microsofts SQL Server Management Studio to accomplish this important task.
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Activate Licensing
Launch the Deployment Wizard (Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard). The Wizard will, in turn, run the Pageflex Licensing Administrator to activate your license. Close the Licensing Administrators dialog box after confirming your licensing is active. (If you need to reconfigure licensing in future, see Chapter 3 of the Pageflex Server Guide for help.)
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4 clusterbase, as it is also known, is entirely separate from any of the databases used by your Storefront deployments. If the Wizard is able to locate and reuse the clusterbase connection file from the previous version (which is deliberately left on the file system when uninstalling Pageflex Server), it will display its Create or update a deployment page. In that event you may skip straight to section 8, Test Deployments in Legacy Mode, below. If, however, the clusterbase connection file cannot be found, the Wizard will search in SQL for the existing Server SQL database and ask whether you wish to continue to use it, as shown:
Click Yes. The database will be upgraded to version 7.7 as a background processthat is, one without a progress indicator. (If you click No, you will be prompted to create or identify the cluster database. See the next topic, below.) This upgrade process can take anywhere from a few minutes to an hour, depending on the size of the database. When the database upgrade is finished, the Create or update a deployment page of the Deployment Wizard will be automatically displayed. Now go to section 8, below, Test Deployments in Legacy Mode. If you do not want to test in legacy mode and instead want to immediately upgrade your deployments, skip to section 9 below, Upgrade Deployments.
(Reminder: This dialog box refers to your hosts Server cluster SQL database, the main database for all Pageflex Server interactionsit does not refer to your Storefront deployment databases.)
Pageflex Storefront 7.7 Upgrade Guide May 31, 2011
5 Click Launch Database Connection Wizard and follow the steps to connect with another Server database in use with the previous Pageflex Server software, or to create a new one. For help on this topic, see the instructions in Chapter 4, Configuring and Managing the Pageflex Cluster Database, in the Pageflex Server Guide. Once you have finished establishing your Pageflex Server database, and have an active configuration, go to the next section, Test Deployments in Legacy Mode. If instead you want to immediately upgrade your deployments, go to the Upgrade Deployments section following.
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Upgrade Deployments
When you are ready to upgrade the deployments to version 7.7, launch the Deployment Wizard again from Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard. You should see the Wizards Create or update a deployment page, like this:
6 Select Upgrade deployments to the current version, and click Next. On the next page select the specific deployment you want to upgrade (it is highly recommended that you upgrade your deployments one at a time):
You can check any of the three options shown above. Its a good idea to check Before upgrading also backup deployment database(s) using SQL Server backup. Note that your SQL login account must have Backup Operator Permissions to use the SQL Server backup option. You also need DB Owner permissions to restore the backup if the upgrade fails. If you want to work with a smaller database (which takes less time for the upgrade process), and do not need the old logs in the deployment itself, choose Backup logs to a separate file and omit them from the upgrade. (Note that these logs do not refer to your order history. The order history is always included with the backup file.) The third option, Upgrade with database XML file, is used more often when moving a deployment from one host to another, rather than upgrading a deployment in place.
7 Click Next and, when the prompt to run the Services Extension Compatibility Advisor appears, as shown below, click Yes.
The Advisor compares the extension versions in your deployment(s) with the list of known extension versions housed on a Pageflex corporate server. It then displays a summary of which extensions may need updating. If all the extensions are compatible with 7.7, click Next and the deployment upgrade process will commence. This may take more than few minutes, depending on the performance characteristics of your host machine. Note: Do not interrupt the Deployment Wizard while the upgrade is in process, no matter how long it may take. After completing the upgrades, fresh browser windows will be opened and the Storefront Administrator Login pages will be displayed for each deployment.
Proceed to the Extensions page, check the box in front of each extension identified by a Missing icon beside its name, as shown here
and then click the Delete button at the top of the list.
Pageflex Storefront 7.7 Upgrade Guide May 31, 2011