Upgrade Notes ------------- * It is recommended that you have Hotfix2e (4.0.1.2) or Hotfix3e (4.0.1.3) installed and running prior to upgrading to webNetwork 5. You can view your version by going to the 8090 console and open the Stoneware webNetwork System menu on left, and click on the Forklift Icon. In the middle of the screen your version will be displayed. 4.0.1.1 = Version 4 - Enhancement Pack 1 4.0.1.2 = Version 4 - Enhancement Pack 1 - Hotfix 2 4.0.1.3 = Version 4 - Enhancement Pack 1 - Hotfix 3 * If you are using LocalTree instead of a real directory server like Novell eDirectory or Microsoft Active Directory. You MUST be on Hotfix2e or Hotfix3e prior to running the upgrade. * You will need a new webNetwork V5 license file to perform upgrade. If you have software Maintenance you will have a license file in your home directory on the stoneware site. View the FAQ "How can I obtain my V5 license file" at http://www.stone-ware.com/sw/support/faqs.html for information on obtaining your license file. * Review the manual, especially the upgrade section : http://www.stone-ware.com/help/index.html?upgrading_components.htm * Check your current running license file in /stoneware/config. If it is not license.sw then after the upgrade you will need to rename it to the name of your old license file. * If you use Relay Central you must take care so that you don't downgrade a relay that has been upgraded. You can disable relay central by going to the relay that GETS synced and turning off relay central. * To make your upgrade smoother, it is highly recomended that you set up a test system and test your most important features of your current webnetwork install. This will ensure that the updated features of webnetwork 5 perform as you expect in your envionment. If you install webNetwork into your production tree and let v5 use the existing v4 objects, your swift nodes will be upgraded and will not work with v4 until you use v4 webadmin and re edit them, save them and re load swift service. The structure of swift nodes has been changed and is not compatible with v4. * Safari on Mac currently has issues with webadmin and document publishing. IE on macintosh is not supported and also has issues rendering many of the new features of webNetwork 5. Before running the webNetwork 5 Upgrade --------------------------------------- * Verify that you have a backup of the stoneware directory (make copy when webNetwork is down to get clean copy) * Verify that your server is up to date on OS patches. * Verify that you have a current version of eDirectory. If you are still on NDS 8.7x you should upgrade prior to installing webNetwork 5. Note: NDS 8.x is different from eDIR 8.x In eDir the Directory Services version is really 10xxx.xx An old Netware 5.1 server running NDS 8.x would show the following for the version command: NDS Version 8.73 September 13, 2000 Where as version on an Netware 6.5 or OES server would show something like: Version 10510.64 July 11, 2003 Review this url for a matrix of eDir versions and the corisponding version of edir http://support.novell.com/cgi-bin/search/searchtid.cgi?/10066623.htm You can also run the timesync check to display all of the versions of eDirectory you have in your tree. * Verify that all of your current links function properly * Verify that all of your swift nodes function properly Go through your swift nodes and document what types, what host/paths are set and what type of authentication is used. * Verify that all of your reports function properly * Shut down webNetwork and backup the Stoneware directory for archive purposes * Make sure that no files are set to read only in Stoneware directory. * Turn off Pop up blocker on your browser. * Document the lax.nl.java.option.additional= line in the /stoneware/bin/webnetwork.lax so you can modify it after the upgrade with your appropriate memory configurations and possibly any other custom changes you have made in the past. Keep a copy of the default webnetwork.lax file as a refrence in case something does not work correctl after applying your custom changes. * Your /stoneware/jre/lib/security/cacerts file will get overwritten, if you have custom modifications to this, please be sure to back it up and put it back after upgrade is done. * Your /stoneware/webapps/stonewaredeploy.xml file will get overwritten, if you have custom modifications to this, please be sure to back it up and put it back after upgrade is done. * If you use Report Services be sure that you will have time to go through each report and convert them. Depending on the type of report, you may have to re generate the report layout after the upgrade before the report will run correctly. Report services currently does not support Stored Procedures or entering direct sql statements. To do these, you have to use the processSQL API's in the ReportServicesBean. Currently you can not delete a record from the Report Services Gui. You can do this using a custom jsp and using the API's inthe ReportServicesBean. * If you have tight security on workstations, then you will want to make sure that they allow jnlp files to be launched on the local machine. The new methods for launching java applets use jnlp files and windows will want to download it first then launch it. Running the Upgrade ------------------- * Download the appropriate files for the platform you use from www.stone-ware.com. -- You can login using your company id and select the Software Menu and then Downloads. * Start with the webNetwork Servers (Loaders) first, and then move to the relays. * Shut down the loader and make sure that you have a backup. * Run the installer for the appropriate platform. * Read the Introduction and click Next. * Read the License and click Next. * Select Licensed and click Next. * Enter in the path to your new V5 license file that you downloaded from stoneware and click next. * Choose Upgrade and click Next. * Enter in the path to your webNetwork install and click Next. * Select where you want the webNetwork icon to be created and click Next. * Review the install summary and verify that the paths are correct and click Install. -- The webnetwork files will be updated * Read the install notes and click Next. * The installer will tell you that the JCE files have been updated for you and give you an opportunity to cancel the install so that you can start webNetwork by hand and have the opportunity to view the startup process. If you elect to let the installer start webNetwork, then click Next and then Done. Webnetwork will start up in the background and the installer will attempt to launch your browser and connect to the :8090 console. * After webnetwork starts back up. Go to the :8090 console and connect to this updated webNetwork system. -- From the Wizards list, choose webNetwork 4 to 5 upgrade. -- Enter in your admin username and password. -- Enter in the Portal Context. This is where in your tree you currently have webNetwork installed. -- Enter in the location of the Relay Configuration object. -- Enter in the location of the Admin programs menu. -- Enter in the location of the Portal Admin Group. -- Enter in the location of the Account Mgmt Menu. -- Enter in the location of the Report Menu. -- Click Next to start the upgrade of directory objects. -- A pop up window will come up and display the objects it is creating. Many times you might see a few errors as it will try to re create some objects just in case they were missing. -- WebNetwork will restart itself when the wizard is done. * Go to the next webNetwork loader and perform the same set of steps. * Be sure that the wizard has been run 1 time for each relay object that you have in your webNetwork system. After the upgrade ----------------- * If your old license file was not license.sw, then rename license.sw to the name of your old license. Alternately you can edit /stoneware/config/stonewareloader.xml and change the license file name there. * Check your /stoneware/bin/webnetwork.lax file. Find the line that starts with: lax.nl.java.option.additional= Take note of your old –Xms??m and –Xmx??m section and make your line look like this: lax.nl.java.option.additional=-server –Xms???m –Xmx???m Replacing the ??? with your old numbers or the appropriate min/max numbers for your server. * If you use HSQL database for Calendar/Forums Run the Community Service Pack 5 under Admin menu, if it fails, then you have not run the Community Service Pack 3. Run Community Service Pack 3 and then re run Community Service Pack 5. If you do not use HSQL (default database) then you must upgrade your database by hand : http://www.stone-ware.com/sw/support/knowledgeSearch.jsp?keyword=ABC-1293-XYZ * Document what users have access to the following links Account Mgmt menu Account Information Change Account Information Change password Display User Components Lock Box Publishing Additional Link menu Big News Network Stoneware Documentation VNC Software Admin menu Connection Monitor * Assign same rights to the replacement links under Account Mgmt menu : Account Mgmt menu wN5-Account Info wN5-Change Account Info wN5-Change Password wN5-Display User Components wN5-Lockbox wN5-Publishing Admin menu wN5-webMonitor * You can then delete the old links once you are comfortable that everyone has appropriate access. Account Mgmt menu Account Information Change Account Information Change password Display User Components Lock Box Publishing Additional Link menu Big News Network Stoneware Documentation VNC Software Admin menu Connection Monitor CreateUsers Mandatory Personalization Search Admin Reports Report Log Errors Search Report Log User Activity Graph Report Admin Rights * Document what components your users have, and test any of the new components that have been updated. Decide if you are going to switch users to these new components. If so, assign them and then un associate the old ones. Once you are sure you don't need the old component objects anymore, you can delete them. * Any components that have not been updated by Stoneware that you need to continue to use, read the section in the stoneware manual on upgrading components. You will need to modify a few things to make them look correct in v5. http://www.stone-ware.com/help/index.html?upgrading_components.htm * Other files you can remove after you have determined that your implementation is not using them anymore. stoneware\loginPages – These are the old example login pages from v4 stoneware\earl – This has been integrated elsewhere stoneware\viewlets (view these first, but all should be old unless you have created your own) * V5 upgrade will install stoneware\updatedPages\ which includes updated login pages in the directory loginPages. Take these files and customize them and replace your old files. * Go to the 8090 console and remove the address for ResetID and Search services on each webNetwork server. Also on any loaders that ran the search service and disable search service as that is not in the product anymore. * Verify your file services (swift) nodes to make sure they converted correctly. * Reports will need to be adjusted. -- If the report has a password, you will need to go into webadmin and reenter the password so it is re encrypted. -- Open the old report in the Report Builder. If it detects that it is a 4.x report, it will prompt you with a message to see if you want to upgrade. All that means is the old layout is not longer attached to it.. instead, it assigns and html report layout directly to the report. It does not attempt any update of your old layout... you will need to recreate that. The new gui makes that pretty easy to do. -- Note... if you want to assign a different type of layout to it... choose the New Report or New Report with Template option... then uncheck the box to Clear Query. This allows you to attach a new front end and keep the old query. -- If you have drop down prompts (Query Builder tab)... you will have to recreate them. That simply means going and using the wizard to rechoose the table and the field. This also does a lot more like allowing both a display value and an actual value in the dropdown, the ability to use dropdowns from other databases, using a date picker now, etc. A lot better validation is done on the name of the prompt that you provide and a GUI chooser for table/field selection is provided if it is a dropdown. -- If your report has a prompt, you must build the prompt page (the page that displays and prompts for input at runtime). In 4.x, this was built for you automatically.. in 5.x, you build it. On the Report Builder tab, hit the Prompt Builder icon. You can then use the New Prompt with Template option to auto gen one to use, or to use as a model for building your own. -- After that, save it. All existing rights will remain intact because they are attached to the report, not the layout. * If you had printers configured for citrix previously, then add swarePrinters=true to the parameter list on the citrix webapp. If you pass multiple parameters in your citrix metraframe proxy webapp now, verify that things still works after the upgrade. If you have an issue, you can try changing the startup url to /apps/citrix/CustomICAApplet.jsp This will launch the citrix client using the old v4 methods.