Migrating From Version 7 To 8

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Migrating from Laserfiche version 7 to version 8 as presented at the First Annual Statewide Laserfiche User Group Seminar held in Chesterfield, VA, by Roz Collins.

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  • Vendor recommends not having LF server app on same machine as SQL server LF 8 optimized for SQL 2005 (will run with SQL 2000 and SQL 2008) File server – recommend on SAN with RAID 5 Need to ensure the people responsible for all the parts of the system are included in communication about the upgrade and perhaps in the planning itself
  • Downtime – if all goes well, could only be a day or over a weekend … biggest factor is migrating the data – 4GB took an hour … so can estimate from there – factor of hardware and network Clients – if turn on DCOM during LF8 install, vers 7.x clients can use it Weblink and Web Access versions 7 will run after migration as long as included DCOM in LF 8 installation RME gets upgraded with the server Snapshot gets upgraded with client (if had to rename repository, will have to re-run snapshot configuration) Audit Trail will get upgraded with server BUT data will not migrate -> can use vers 7 admin console to export the audit log before migration QuickFields 7 will run with 8, but so many advances in QF 8 – suggest even recreating QF sessions to take advantage of new features – rethink and redesign processes (can multi-task more, for example). There is a migration utility for QF that will migrate your vers 7 sessions … but it will set things up in vers 8 just as they were in vers 7, so may not run optimally using vers 8 features. Workflow – is not backwards compatible – will have to re-do all workflows in version 8 as well (but there’s a good reason in that it does things better)
  • Field merging – can set to merge or never merge … if merge, it will ask about each merge it finds. Be prepared. If never merged, you can merge fields manually in Admin Console after upgrade
  • SQL Server default settings determine where the log goes
  • To move volumes (images), just move (copy recommended if possible) the VOL folders to new SAN location prior to start of this page UBS recommends moving volumes AFTER migration – so put in path for current volumes location to test that migration worked, then move volumes as last step
  • run QRcmd locally on LF Server machine from DOS prompt (qrcmd ? will give params)
  • ** can find something by its object id by sorting on that column – would be an early folder or document … In LF 8 can search by object id. In LF 7 – can do it? But need advanced search ??
  • Migrating From Version 7 To 8

    1. 1. VA Laserfiche User Group seminar <ul><li>Migrating version 7 to 8 </li></ul>Rosalind Collins, City of Charlottesville, Laserfiche administrator
    2. 2. Overview of migration process <ul><li>Planning </li></ul><ul><li>Preparing the stage </li></ul><ul><li>Migrate SQL database </li></ul><ul><li>Index images </li></ul><ul><li>Register the repository </li></ul><ul><li>Configure version 8 </li></ul><ul><li>Backup </li></ul><ul><li>Client migration </li></ul>
    3. 3. Laserfiche System <ul><li>Laserfiche Server (application server – the engine) </li></ul><ul><li>SQL database – meta-data </li></ul><ul><li>File server – Images, OCR text data </li></ul><ul><li>Laserfiche Clients </li></ul><ul><ul><li>View/Read-only and Full (concurrent licensing) </li></ul></ul><ul><li>Weblink </li></ul><ul><li>Integrations </li></ul><ul><li>Add-on modules (Quick Fields, Workflow …) </li></ul>
    4. 4. Migration Planning <ul><li>Metadata structure changes </li></ul><ul><ul><li>Plan ahead for field merging </li></ul></ul><ul><ul><li>New repository name cannot have spaces (or underscores) </li></ul></ul><ul><li>Resources for migration </li></ul><ul><ul><li>Software is free </li></ul></ul><ul><ul><li>May want consulting services for migration (is not included in annual support) </li></ul></ul><ul><ul><li>Internal resources </li></ul></ul><ul><li>Timing </li></ul>
    5. 5. Timing <ul><li>Opportune time to upgrade </li></ul><ul><ul><li>Hardware (LF or SQL server), SQL software, operating system, LF server location or SAN location </li></ul></ul><ul><ul><li>or install additional Laserfiche modules </li></ul></ul><ul><li>Downtime </li></ul><ul><li>Clients will need to be upgraded ** </li></ul><ul><li>Other LF modules may need to be upgraded right away / some are backwards compatible </li></ul><ul><li>Changes to metadata structure may require user training, changes to integrations and other changes </li></ul>
    6. 6. Preparing the stage <ul><li>Metadata staging </li></ul><ul><ul><li>Change field names (to automate or prevent merging) </li></ul></ul><ul><ul><li>Data inconsistencies and other issues that arise in first test for migration will need to be resolved – build in time to do so </li></ul></ul><ul><li>Communicate upgrade plan </li></ul><ul><li>Ensure full backup of data (vol files) and SQL database </li></ul><ul><li>Take LF 7.x server offline </li></ul><ul><ul><li>if installing LF 8 on new machine – if on same machine, LF8 will replace LF7 – stop the LF server service prior to upgrade) </li></ul></ul><ul><li>Make source SQL database read-only </li></ul>
    7. 7. Migrate the SQL database <ul><li>Install migration utility </li></ul><ul><ul><li>Separate install from server </li></ul></ul><ul><ul><li>Can be on server or another workstation </li></ul></ul><ul><ul><li>Can be installed before or after LF Server </li></ul></ul><ul><ul><li>Works only with the SQL server </li></ul></ul><ul><li>Install Laserfiche Server 8 </li></ul><ul><ul><li>can be done after wizard (below) </li></ul></ul><ul><ul><li>If installing on same machine as LF 7, it will uninstall 7 before installing 8 (can’t have both on same machine at same time) </li></ul></ul><ul><ul><li>Or on same network (take LF 7 machine offline first – can’t run both 7 & 8 on same network at same time) </li></ul></ul><ul><ul><li>Use advanced options to turn on DCOM if want version 7 clients to be able to use it </li></ul></ul><ul><li>Run migration wizard </li></ul><ul><ul><li>Need permission to create DB on SQL server </li></ul></ul><ul><ul><li>If creating new DB on same SQL server, the new (vers8) SQL database must have a different name from previous / if on different machine, can use same DB name </li></ul></ul>
    8. 8. Migration Wizard pt1 <ul><li>Choose server type (SQL, Oracle) </li></ul><ul><li>Server name, Authentication info, select database </li></ul><ul><li>Choose destination type (SQL, Oracle) </li></ul><ul><li>Choose dest server, Auth info, select/name DB </li></ul><ul><li>Advanced options: </li></ul><ul><ul><li>Don’t migrate thumbnail data (will be recreated in 8 automatically) </li></ul></ul><ul><ul><li>Template field merging </li></ul></ul><ul><ul><li>Audit data </li></ul></ul><ul><li>Run Check Now </li></ul><ul><ul><li>Checks for known problems, data constraints, inconsistencies, page doesn’t exist, unmatched references, invalid data … </li></ul></ul><ul><ul><li>Migration Guide on support.laserfiche.com gives technical info on any problems that might arise </li></ul></ul>
    9. 9. Migration Wizard pt2 <ul><li>If OK, Continue – otherwise – Save Log file and resolve issues </li></ul><ul><li>On continue, log will be created with all fields to be merged & any issues it thinks might arise from this </li></ul><ul><li>Ok, Finish – “Ok to create db?” Yes </li></ul><ul><ul><li>It will run with a progress meter </li></ul></ul><ul><ul><li>4GB db took about an hour to migrate </li></ul></ul><ul><ul><li>Completion message will show any problems it encountered (ver 8.1 also has end with error & resume in progress) </li></ul></ul><ul><li>Continue </li></ul>
    10. 10. Migration Wizard pt 3 <ul><li>Register Repository </li></ul><ul><ul><li>Could also Cancel here, Database is migrated </li></ul></ul><ul><ul><li>Can register in Admin console </li></ul></ul><ul><ul><li>If LF Server 8 is installed and running, can use this wizard to register the repository </li></ul></ul><ul><li>If using Migration Wizard to register repository – click Preview </li></ul><ul><ul><li>Will see volume paths (can save preview) </li></ul></ul><ul><ul><li>Close </li></ul></ul><ul><ul><li>OK </li></ul></ul><ul><li>Done – migration complete message </li></ul><ul><li>Will get message to reindex files </li></ul><ul><ul><li>Can reindex now or later </li></ul></ul><ul><ul><li>Wizard will use Quick Reindexer utility </li></ul></ul><ul><ul><li>Admin Console or QR utility can be run later </li></ul></ul>
    11. 11. Reindex and Configure <ul><li>Reindex documents </li></ul><ul><ul><li>Can do this in Wizard </li></ul></ul><ul><ul><li>If not in wizard, recommended to use QRcmd.exe (Quick Reindexer, comes with migration utility) </li></ul></ul><ul><li>Test Client: Version 7 client can talk to LF server 8 (but have to turn on DCOM when installing server 8 – advanced options) </li></ul><ul><ul><li>Will have to attach new repository </li></ul></ul><ul><ul><li>Check some documents </li></ul></ul><ul><ul><li>Do a search using keyword (text) </li></ul></ul><ul><ul><li>Any problems – laserfiche.com support site has technical information for resolving issues, common errors (like forgetting step above) </li></ul></ul><ul><li>Update backup procedures to include new SQL database , new repository (if changed) </li></ul><ul><li>Set up new repository </li></ul><ul><ul><li>Recycle bin </li></ul></ul><ul><ul><li>Windows accounts to replace LF user/group accounts </li></ul></ul>
    12. 12. Clients <ul><li>Install client upgrades </li></ul><ul><ul><li>Client application </li></ul></ul><ul><ul><ul><li>Is msi install, so it can be “pushed” to clients </li></ul></ul></ul><ul><ul><ul><li>Users may have to re-attach repository </li></ul></ul></ul><ul><ul><li>Snapshot upgrades along with client (32-bit) </li></ul></ul><ul><ul><ul><li>May have to reconfigure snapshot settings (if repository name changed, template changes, etc) </li></ul></ul></ul><ul><ul><ul><li>To use 64-bit snapshot, deselect snapshot in client install and then go to “more” install options and choose 64-bit snapshot </li></ul></ul></ul><ul><ul><li>QuickFields </li></ul></ul><ul><ul><li>Weblink </li></ul></ul><ul><ul><li>Integrations </li></ul></ul>
    13. 13. Special Notes <ul><li>(optional) Archive LF7 SQL db </li></ul><ul><li>Object IDs are unchanged, except Recycle Bin becomes id 2, so whatever was id=2 will be changed. Otherwise, URL references will work. </li></ul>
    14. 14. Questions? <ul><li>Thank you!! </li></ul>

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