When upgrading an existing version of Assets Server (server and client) to a newer version of Assets Server, 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 Assets Server
- Configuring Assets Server
- Reviewing optional steps (after upgrading)
- Starting Assets Server
- Testing Assets Server
Before you start
Before you start the upgrading process, please do the following:
- Read this article in full so that you are fully aware of the steps that need to be followed and the order in which they need to be performed.
- Familiarize yourself with the changes that were made in the various releases by reading through the Release Notes for Assets Server and the Release Notes for Assets.
1. Creating a backup of the existing installation
Make sure you have a recent backup of your current environment.
Because all data is stored on the file system, all data in the following Assets Server folder locations should be backed up:
- Elvis Hot Data
- Elvis Shared Data
2. Reviewing optional steps (before upgrading)
Depending on the version of Assets Server that you are upgrading from or to, some additional steps may have to be manually performed before Assets Server is installed.
Review the information below and implement where applicable.
Upgrading to Assets Server 6.73 or higher
- Internal plug-ins. The use of internal plug-ins has been marked as deprecated. During the upgrade, the config/plugins/samples folder is cleared (except for some /internal samples). When the samples from the version that is upgraded from need to be maintained, create a backup of this folder first before upgrading.
3. Stopping your current server
Stop your current Assets Server from running.
4. Installing Assets 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.
5. Configuring Assets 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.
6. Reviewing optional steps (after upgrading)
Depending on the version of Assets Server that you are upgrading from or to, some additional steps may have to be manually performed after Assets Server has been installed.
Review the information below and implement where applicable.
Upgrading to Assets Server 6.57 or higher
- Integration with Studio Server or Enterprise Server. The metadata selector field group 'Enterprise' has been renamed to 'Studio'. When the 'Enterprise' group is used in the custom-assetinfo.xml file, manually change this to 'Studio'.
Upgrading to Assets Server 6.63 or higher
- Permissions. From Assets Server 6.63 onwards, Rules are now created separately for files, Collections, and folders. For details, see Controlling user access to folders and files in Assets Server.
One of the most noticeable changes is that Rename, Move, and Delete permissions do not apply to the selected folder, but only to the sub folders.
When upgrading from a previous release, existing Rules are automatically split into these separate rules. Each Rule covers part of the Rule that existed previously.
After the upgrade, the permissions closely mimic the previous permission setup, thereby easing the transition for users to the new permission system.
Verify the generated Rules, and tweak or remove them to match the user requirements.
Upgrading to Assets Server 6.64 or higher
- Multi-tiered storage. A fix has been put in place whereby the storage engine pattern is now case-insensitive, as originally designed.
In previous versions, this issue resulted in files ending up in the default file storage folder instead of in the configured folder.
Should any files exist in the default folder instead of in the configured folder, correct this by running the following tool in the Management Console:
Tools > Manual upgrades > Recover misplaced asset files
Upgrading to Assets Server 6.75 or higher
- REST API Search. Search results that contain many Collections can result in higher CPU load on the server than expected. This is caused by the four thumbnails that each Collection preview contains. To reduce the performance impact of collecting the thumbnail hits, the default value for the returnThumbnailHits parameter in the REST API - search has been set to false. When you are using an integration that relies on container thumbnail hits to be returned, add returnThumbnailHits=true to the search.
Upgrading to Assets Server 6.79 or higher
- Search Presets and Bookmarks. Assets Server 6.79 replaces Search Presets by Bookmarks. Unlike Search Presets, Bookmarks also save selected filters and applied filter values, metadata fields shown in various panels and thumbnail tiles, and selected view modes and zoom levels. If a Search Preset that is upgraded to a Bookmark requires any of these to be specifically set, then this needs to be done as an extra step after upgrading.
To do this, log in to Assets as a system administrator and open the Bookmark. Set the following areas as needed and then save the Bookmark:
- The Filter panel
- The Viewing mode (thumbnail view, list view, filmstrip view, or masonry view) and its zoom level
Note: When these modes are not specifically set for a Search Preset that is upgraded to a Bookmark, the settings from the user's own view are used.
7. Starting Assets Server
At this point, Assets Server is ready to be started.
Important: As part of the upgrade process, Assets 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 Assets Server until this process is finished. Use the Paramedic page of Assets Server (access Assets Server > Support Tools > Elasticsearch > Paramedic or use URL localhost:9200/_plugin/paramedic/) to monitor the progress.
8. Testing Assets Server
Verify that Assets Server is working properly by using Assets. 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.
- 29 March 2022: Updated section '5. Reviewing optional steps (after upgrading)' with steps for Assets Server 6.79.
- 9 December 2021: Updated section '5. Reviewing optional steps (after upgrading)' with steps for Assets Server 6.75.