Applies To

Product: iRise Definition Center

Versions: 7.x and 8.x

More Information:

Preparation

  1. Download the correct iRise Definition Center Installer from the iRise Software Download Site and save the file locally on your server (ensure that you download the correct installer 32-bit or 64-bit for your Definition Center hardware.
  2. Determine if your Definition Center is running SSL. If you begin your url to the login page for the Definition Center with https you are running SSL.
  3. Determine if the Definition Center is using the LDAP integration. You can check in the browser under the Administration section to see if the LDAP integration is enabled.
  4. Plan an outage window with your end users and give yourself time to complete all of the steps of the upgrade including backing up various files. On a large dataset, the backup can take a significant amount of time so plan accordingly.
  5. Advise your end users that they will need to check-in any projects they have checked ouf of the Definition Center prior to this outage window.
  6. If you are upgrading either the major or minor version number of your Definition Center make sure your users know that post upgrade they will need to connect to the Definition Center with a Studio client whose version number matches the Definition Center in the major and minor numbers. A version number follows this pattern major.minor.maintenance. As an example a v8.0.3 Studio client can connect to a v8.0.5 Definition Center since they agree on the major number (8) and the minor number (0) but not to a v8.5.0 Definition Center since the minor numbers do not agree.
  7. If upgrading from a 7.x version or earlier to an 8.x or higher version examine your list of active users in a browser connected to the Definition Center. In v8.x of the Definition Center usernames are no longer case sensitive. Make sure you do not have two active users with the same username differing only in case. This will cause the upgrade/conversion to fail. If you have such a pair, choose one of the two users to inactivate and inactivate them.

Upgrade

  1. Verify that all users have logged off of the Definition Center. You can check the License and Memory information link at the bottom of the landing page in the Definition Center to figure out if anyone is still logged in to the Definition Center. The most recent license type counts for studio sessions and online sessions should indicate that all licenses have been returned and all users except for yourself have logged off of the Definition Center. Don't worry too much if you have a straggler. When you stop the iRise Definition Center service those users will be forced off. This is more of a courtesy step to your end users.
  2. Verify that all projects have been checked in to the Definition Center. You can check this in the Studio Organizer logged into the Definition Center or in the project list in the browser.
  3. Reclaim any projects that have not been checked back in to the Definition Center. Users who have a project reclaimed will not be able to check their checked out projects back in to the Definition Center under that same name. Don't be alarmed; they won't lose their work but will have to save the project to the Definition Center under a different name.
  4. Stop the iRise Definition Center service on the server.
  5. Backup the data directory. For a standard default installation the data directory will be located at x:\iRise\data. For some older datasets that data directory might be labeled data50. If you are unsure of the location of the data contact iRise Customer Support for assistance.
  6. If you are running SSL or the LDAP integration and storage space is not a concern, backup the x:\iRise\DefCenter directory. If space and or time are a premium and you are running SSL backup the x:\iRise\DefCenter\Tomcat\conf directory. If space and or time are a premium and you are running the LDAP integration backup the x:\iRise\DefCenter\Tomcat\webapps\iRise\WEB-INF directory.
  7. Save off a copy of the x:\iRise\DefCenter\irise.license file
  8. Launch the installer and follow the prompts on the upgrade
  9. Confirm the data location and any additional configuration parameters. The installation should detect SSL and LDAP if you are running either and preserve those settings on upgrade. The installation summary screen should have all of that information correctly listed.
  10. After the upgrade completes navigate to the login page for the Definition Center in a browser. Don't be alarmed if the login page takes a while to load. This will take anywhere from 1 to 30 minutes depending on your data size and your Definition Center's processor speed and physical memory.
  11. Once the page displays you will see a conversion progress window with details about the data conversion in progress. Be patient while this completes. The page will refresh itself periodically. When complete the application will present the login page
  12. Login to the Definition Center to confirm that the upgrade completed properly.
  13. After confirming that the application loads, stop the iRise Definition Center Service to clear out all memory used in the upgrade/conversion process.
  14. Start the iRise Definition Center Service, login and check that projects have converted successfully
  15. Announce the availability of the new version to your end users.
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