Upgrading Enterprise Server 8 to Enterprise Server 9

Info: This article describes the steps for upgrading to Enterprise Server 9.2 or higher.

An upgrade of Enterprise Server 8 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. 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 3. Upgrading Solr

When using Solr in Enterprise Server 9.2 or higher, Solr needs to be upgraded to Solr 4.5.

Step 4. Installing the new Enterprise Server

Step 5. Activating the Enterprise license

In order to complete the setup process of Enterprise Server, its license needs to be activated first.

Step 6. Initializing Enterprise Server plug-ins

Much Enterprise Server functionality is provided through plug-ins. These plug-ins need to be initialized first.

Step 7. Preparing the Solr environment

The Solr index has to be filled with the characteristics of the Enterprise objects that exist in the database.

Step 8. 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 9. 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 10. Migrating custom made Server plug-ins to Enterprise Server 9

Check your custom made Server plug-ins for compatibility with Enterprise 9.

Step 11. Testing Enterprise Server

Step 12. Upgrading the Smart Connection plug-ins

Upgrade the Smart Connection plug-ins for InDesign and InCopy.

Step 13. Upgrading the InDesign and InCopy templates

Upgrade any layout templates or article templates to version CS6 or CC.

Step 14. Taking the new server into production

Start using the newly installed Server for production.

Step 15. Removing unused InDesign Server instances

Remove instances of InDesign Server versions in Enterprise Server that are not used anymore.