When upgrading an existing version of Elvis 6 (Server and client) to a newer version of Elvis 6, the Server and client application is upgraded while your data, Server configuration and log files are left in place.
The process of upgrading is as follows:
- Creating a backup of the existing installation
- Stopping your current server
- Installing Elvis Server
- Configuring Elvis Server
- Reviewing optional steps
- Starting Elvis Server
- Testing Elvis Server
Before you start
Before you start the upgrading process, please familiarize yourself with the changes that were made in the various Elvis releases by reading through the Release Notes.
Also verify the Compatibility Matrix to see if any changes have been made to the compatibility of Elvis with other systems.
1. Creating a backup of the existing installation
Make sure you have a recent backup of your current environment.
Because all Elvis data is stored on the file system, all data in the following Elvis Server folder locations should be backed up:
- Elvis Hot Data
- Elvis Shared Data
2. Stopping your current server
Stop your current Elvis Server from running.
3. Installing Elvis Server
Download the installer from the software download page, run it and follow this instructions on screen. It will automatically detect the existing version and will replace all application files. Your data, configuration and log files will not be touched.
4. Configuring Elvis Server
During the Server installation, a folder named clean-example-config-x.x.x is created in the main Config folder. It contains a clean copy of the latest configuration files.
Use it as a reference for any new configuration options that are available which you might want to make use of.
5. Reviewing optional steps
Depending on the version of Elvis that you are upgrading from or to, some additional steps may be required.
Review the below information and implement when necessary.
Upgrading from Elvis 6.16 or earlier
- Elvis Agent. When using Elvis Agent (used for opening files for editing using the Pro client), the version of Elvis Agent that was installed in Elvis 6.16 or earlier needs to be replaced with the version of Elvis Agent that is shipped with Elvis 6.17 or later. This is because of security changes that have been implemented.
Upgrading to Elvis 6.18 or higher
- Enterprise integration. Elvis 6.18 is compatible with all versions of Enterprise Server 10. However, with the release of Enterprise Server 10.5.0, significant changes have been made to the way the integration is implemented. When Enterprise Server 10.5 or higher is used in combination with Elvis 6.18 therefore, follow the upgrade steps as described in Integrating Elvis 6 in Enterprise Server 10.5 or higher.
Upgrading from Elvis 6.19 to Elvis 6.20 or higher
- Enterprise integration. Elvis 6.19 introduced the Enterprise Servers page in the Management Console with which a trusted connection between Elvis Server and Enterprise Server can be set up. In Elvis 6.20 changes have been made to the working of this feature. When a client ID and password have been generated using the Enterprise Servers page of Elvis 6.19, a new client ID and password need to be generated using the Enterprise Servers page of Elvis 6.20 or higher. The configuration file also need to be updated with this new ID and password. See Integrating Elvis 6 in Enterprise Server 10.5 or higher.
6. Starting Elvis Server
At this point, Elvis Server is ready to be started.
Important: As part of the upgrade process, Elvis Server will automatically update the index. Depending on the size of the index, this can either take a few moments or it can take some time. Do not restart Elvis Server until this process is finished. Use the Paramedic page of Elvis Server (access Elvis Server > Support Tools > Elasticsearch > Paramedic or use URL localhost:9200/_plugin/paramedic/) to monitor the progress.
7. Testing Elvis Server
Verify that Elvis Server is working properly by using the the Pro Client. Perform tasks such as uploading some files, searching for them, downloading or sharing them, or any other tasks that are part of your daily workflow.
- 5 September 2018: Updated section 'Before you start' with a reference to the Compatibility Matrix.
- 5 September 2018: Updated section 'Reviewing optional steps' by adding 'Upgrading from Elvis 6.19 to Elvis 6.20 or higher'.
- 5 September 2018: Updated section 'Reviewing optional steps' by adding 'Upgrading to Elvis 6.18 or higher'.