This article describes the steps for upgrading Enterprise Server 7 to Enterprise Server 9.
Before you start
Our recommendation is to directly upgrade to either version 9.4.10 or to version 9.8.2. Please be aware of the following upgrade paths:
- Upgrading to version 9.4.10 can be done from versions 7.0 – 7.5.
- Upgrading to version 9.8.2 is not directly possible from version 7; this requires one of the following upgrade paths:
- An upgrade from version 7.6 to version 9.6 and then to 9.8.2
- An upgrade from version 7 to version 8 and then to 9.8.2
Upgrade steps
An upgrade of Enterprise Server 7 to Enterprise Server 9 consists of the following steps (listed in the order in which they should be carried out):
Step 1. Creating a backup
Create a backup of your system to make sure that no files are lost should anything go wrong.
Step 2. Deleting all objects from the Trash Can
Enterprise Server 9 contains a different Trash Can functionality than Enterprise Server 7. All objects in the Trash Can therefore have to be removed.
Step 3. Installing ionCube
The installation of ionCube for Enterprise 9 is different than for Enterprise 7. ionCube therefore has to be reinstalled.
Step 4. Installing InDesign Server
Enterprise Server 9 is only compatible with InDesign Server CS6 or InDesign Server CC. In case you are using InDesign Server in your workflow, install either new version.
Step 5. Upgrading Solr
When using Solr in Enterprise Server 9.2 or higher, Solr needs to be upgraded to Solr 4.5.
Step 6. Installing the new Enterprise Server
Step 7. Activating the Enterprise license
In order to complete the setup process of Enterprise Server, its license needs to be activated first.
Step 8. Initializing Enterprise Server plug-ins
Much Enterprise Server functionality is provided through plug-ins. These plug-ins need to be initialized first.
Step 9. Preparing the Solr environment
The Solr index has to be filled with the characteristics of the Enterprise objects that exist in the database.
Step 10. Configuring the InDesign Server installations
The available InDesign Server instances need to be configured in Enterprise so that they can be used by the system.
Step 11. Integrating Drupal 7 for use with Publish Forms
In case you want to publish to your Drupal site by using the Publish Forms functionality of Enterprise, Drupal 7 needs to be installed and configured.
Step 12. Migrating custom made Server plug-ins to Enterprise Server 9
Check your custom made Server plug-ins for compatibility with Enterprise 9.
Step 13. Testing Enterprise Server
Step 14. Upgrading the Smart Connection plug-ins
Upgrade the Smart Connection plug-ins for InDesign and InCopy.
Step 15. Upgrading the InDesign and InCopy templates
Upgrade any layout templates or article templates to version CS6 or CC.
Step 16. Taking the new server into production
Start using the newly installed Server for production.
Step 17. Removing unused InDesign Server instances
Remove instances of InDesign Server versions in Enterprise Server that are not used anymore.
Document history
- 27 September 2016: Added the recommendation to upgrade to either version 9.4.10 or to version 9.82, and provided the possible upgrade paths.
Reference Materials
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