Planning your Xythos upgrade Xythos Webcast Series Dial-in Information: Toll-free 877-795-3646 Passcode: 8482901.

Planning your Xythos upgrade

Planning your Xythos upgrade

Xythos Webcast Series

Dial-in Information:Toll-free 877-795-3646Passcode: 8482901

Today’s Presenters

• Chris NippertSenior Director Field Services Xythos Software

• Maria MillerSenior Director of MarketingXythos Software

• John Wiseman Technical Architect Field Services Xythos Software

Agenda

• Upgrade benefits• Planning an upgrade• Things we’ve learned along the way• 3 major pitfalls to avoid• Extending your upgrade – practical use

cases• EDMS 7.1 sneak peak• How we can help• Questions / Discussion

Getting startedGetting started

Why upgrade?

• Get the latest and greatest product features

• Receive optimum product performance• Have the latest in patches and updates• Move from one product suite to another

with more featuresPsst… 7.1 sneak peak at the end

of today’s webcast

Planning the Upgrade

• Step 1: Determine upgrade path▪ 4.2 (and above) -> 7.x one step upgrade▪ 4.1 (and below) -> 7.x multi-step upgrade

• Step 2: Any infrastructure changes?▪ Hardware, Storage, Network▪ Software—operating system (OS) & database

(DB)

• Step 3: Customizations to migrate▪ Branding▪ Other

• Step 4: Establish test environment

Standard Upgrade Process

• Obtain Xythos 7.x codebase from Xythos Support• Unzip codebase into Xythos installation home directory• Run Xythos 7.x Install Tool (java –jar installxythos.jar)

▪ Option 3—Upgrade DB objects (after full DB backup)▪ Option 6—Configure Bundled Servlet Container (i.e. Tomcat)

• Start up server & test• Update server.xml

▪ Update SSL and/or port Settings• Migrate branding and color scheme

▪ Different than 6.x: CSS, modify images, custom help• Migrate customizations

▪ Different WebView than 6.x: JSP/Servlets to Ajax & Struts2▪ Leverage new workflow API

For Example …

For Example …

For Example …

For Example …

HTTP:

HTTPS:

MOD_JK:

Admin:

For Example …

Validating the Upgrade

• Test general system functionality• Test advanced upload

▪ Troubleshooting: May need to tweak server.xml as load balancer output must be consistent with upload applet setting in server.xml

• Create Wiki▪ Troubleshooting: Wiki needs to be able to call back to

itself. • Option 1: Set Wiki URL in Xythos AdminUI to use loopback

IP Address of 127.0.0.1• Option 2: Update firewall to allow outgoing traffic from

Xythos application server to load balancer (HTTPS over port 443, if running Xythos securely)

Infrastructure Changes—Hardware

• For new Application Server(s)▪ Upgrade Xythos first on old hardware▪ Copy over to new server(s) when completed▪ Change IP Address on DNS hostname; or

• Upgrade xythos.properties with new IP and• Reconfigure server.xml & load balancer

Infrastructure Changes—Hardware

• For new Database Server(s)▪ Restore backup of Xythos DB on new server(s)▪ Perform Xythos 7.x upgrade▪ Change IP Address on DNS hostname; or

• Update Xythos Global Schema JDBC URL in xythos.properties

• Update Xythos File Schema(s) JDBC URL in Xythos AdminUI for each Xythos Document Store

Infrastructure Changes—Software

• For DB Version changes▪ Upgrade Xythos first, then DB▪ Update JDBC driver as necessary

• For DB & Application Sever OS changes▪ Upgrade Xythos first, then OS▪ Ensure OS supported on Xythos 7.x

Infrastructure Changes—Storage

• Perform direct file copy from old storage to new storage

• Establish mount point to new storage• For each Xythos external storage location

that was moved:▪ Update mount point in Xythos Admin UI for the

given Xythos Document Store; or▪ Change underlying physical mount to storage,

but keep logical mount the same

Xythos 7.x Upgrade Best Practices – 5 steps to success

1. Perform upgrade in phases and test often2. Execute test upgrade before production3. Validate Xythos DB data backup▪ Perform backup & restore, not just backup

4. Use snapshot of production for test upgrade▪ Validate upgrade process & estimate timing

5. Sanity check load balancer & server.xml settings at end of upgrade process

Avoid 3 Major Pitfalls

1. Do not boil the ocean—phased approach

2. Ensure the emperor has clothes—validate backup

3. Prepare for a rainy day—plan thoroughly, expect hiccups, have contingency plan

PracticalexamplesPractical

examples

Enterprise Document Management Suite / Digital

Locker Suite7.1 Sneak Peak

Enterprise Document Management Suite / Digital

Locker Suite7.1 Sneak Peak

Enterprise Document Management Suite 7.1Digital Locker Suite 7.1

• Connect▪ Xythos Drop Box▪ Email client integration▪ Wiki templates

• Customize▪ Personalized branding▪ Custom folder settings

• Restore▪ Easily restore lost files

Enterprise Document Management Suite / Digital

Locker Suite7.1 Sneak Peak

Enterprise Document Management Suite / Digital

Locker Suite7.1 Sneak Peak

Engaging Xythos for Upgrade Assistance

• Delivered by Xythos Professional Services• Follows proven methodology• Comprehensive pre-engagement planning• Assistance coordinating infrastructure changes • Execution of test upgrade• Execution of production upgrade• Thorough knowledge transfer on new end-user

and administrator functionality• Contact Xythos Account Executive or send email

to [email protected]

Questions / Discussion

Xythos Webcast Series

For more information:[email protected]

[email protected] 1-888-499-8467

Xythos Webcast Series