Upgrade PP 5.2 - 5.3 (Windows)

To upgrade your PoolParty installation, follow the steps described below.

Note

In order to upgrade to a specific PoolParty release, you must ensure that your current PoolParty installation is at the immediate previous release. In other words, you cannot skip any intermediate releases when upgrading PoolParty. For example, if your PoolParty installation is at version 5.1 and you want to end up at 5.3, you must perform the upgrade to 5.2 and then to 5.3.

Note that with release 5.3 a 64bit build of the Sun/Oracle Java 7 or Java 8 Runtime Environment is required for running a PoolParty server.

These instructions assume you are upgrading a PoolParty default installation for Windows with Apache Tomcat installed at C:/Programs/Apache Software Foundation/Tomcat 7.0/ and PoolParty's data-files residing at C:\Users\Public\PoolParty\ or C:\Users\poolparty\PoolParty\ .

Upgrade Procedure

Before you upgrade, make sure you have a working backup of your existing installation.

STEP 1: Stop the PoolParty server via the Tomcat service application.

STEP 2: Uninstall the existing Apache Tomcat 7.0 installation

Note

If you have a custom configuration in your Tomcat server.xml or tomcat-users.xml configuration files you should backup those files before you uninstall Tomcat.

Uninstall Apache Tomcat 7.0 via the Windows Control Panel.

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Uninstall Tomcat

STEP 3: Start the PoolPartySetup.exe and follow the instructions on screen.

You will be asked to install Tomcat. Click Yes to install Tomcat.

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No Tomcat installation

Next you are guided through the Tomcat Setup Wizard.

In the final dialogue of the tomcat installation deselect the "Run Tomcat" and "Read Me" checkboxes at the end of the Tomcat installation. Tomcat will have to be shutdown during the PoolParty installation. Not starting it saves one task to be done later.

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Finish Tomcat setup

STEP 4: Start the PoolParty Upgrade

A dialogue with PoolParty upgrade information is displayed. Read the information carefully and acknowledge them before you proceed.

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PoolParty Upgrade Information

STEP 3: Confirm correct location of data directory

In the next step you the current location of the data directory of your existing PoolParty installation is displayed. e.g.

  • C:\Users\Public\PoolParty\

Check if the correct location is preselected. Click Install to proceed with the installation.

STEP 4: Finalize the PoolParty upgrade

In the next step a progress bar indicates the progress of your upgrade. Click Next to proceed with the installation.

Klick Finish to close the installer.

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PoolParty upgraded finished

Note

If you have a custom configuration in your Tomcat server.xml or tomcat-users.xml configuration files replace the files in the new tomcat installation with the files backed up before you started the the upgrade (see STEP 2).

STEP 5: Start your PoolParty server

Post migration tasks

Clear browser cache

You have to clear your browser cache after the upgrade as changes to css and java script used in the PoolParty UI have been done.

Run Post Update Scripts

After you login into PoolParty for the first time after the update, you have to run the PoolParty migration script:

  • http://<your-serverurl>/PoolParty/!/migrate/upgrade

The script lists all updates to twill be done. The migration is triggered clicking the Start Migration button. A progress bar and an info box show the progress and status of the migration. When the process has been finished an overview of the migration steps per project is provided.

Recalculate Extraction Models

Changes to to the configuration of the PoolParty extraction model have been done. You have to recalculate all extraction models after the upgrade.

Note

You need to have the Superadministrator role assigned to be able to run those scripts.