2.4 Upgrading from 4.11 to 23.2

Use the instructions in the following sections to upgrade from Retain 4.11 or later to Retain 23.2.

2.4.1 Preparing to Upgrade to 23.2

Table 2-7 Preparing for Retain 23.2

Task	Details
Ensure that the Solr8 is the Active Index Engine and Solr7 cleanup is performed.	Begining with 23.2 only Solr8 is supported. For more information, see Updating to the Solr 8 Indexing Engine.
Ensure that the Retain server is connected to the Internet	Verify that the Retain server is connected to the Internet, so that the installer can install OpenJDK 11. If your server isn’t connected to the Internet, see Installing Java on a Server with no Internet Connection.
Ensure that SMTP Is Working in Retain	The installer must be able to email status messages to the configured SMTP account. Otherwise, it will stop and display an error message.
Get the 23.2 software	Using your OpenText Customer Center account, download the latest version of the Retain installation .zip file. Copy the file and unzip/extract it on the following: The Retain server that you are upgrading. Every server that is running a Retain Worker or other component. (SLES) Open a terminal, navigate to the extracted folder, run the following command to make the script files executable: chmod +x *.sh
Ensure Adequate RAM	Make sure that the Retain server has at least 12 GB RAM.
Back up the Database and the Retain Server	The upgrade should run smoothly. However, best practice always dictates backing up systems before making major changes. Back up your database and the Retain server immediately before starting the upgrade.

2.4.2 Upgrading to 23.2 (SLES)

If you are upgrading Retain on a Windows server, go to Upgrading to 23.2 (Windows)

Table 2-8 Upgrading to 23.2 on SLES

Installation Section	Details
Stop Retain before Upgrading	On the Retain server, open a terminal prompt. Stop Retain by stopping the Apache Tomcat service. For example, on SLES 12 or SLES 15 enter the following command: systemctl stop retain-tomcat.service
Run the Retain 23.2 Installation	At the terminal prompt, navigate to the folder that you prepared in Get the 23.2 software, then enter the following command: ./RetainInstall.sh
License Agreement	Scroll through the license agreement, then type 1 and press Enter.
Software and RAM Requirements	The Linux install lists the 23.2 software and RAM requirements. Press Enter to continue.
Retain Components Selection Page	The install displays the Retain components that are already installed on the server. If you want to upgrade only the listed components, enter 1. If you want to also install additional components, enter 2, then enter y for the components you wish to add to the server.
Pre-requirements Status	The install checks for OpenJDK 11 and an updated version of Tomcat 9. If they are not installed, it installs and configures them for Retain. NOTE:The Java and Tomcat verification/installation process can take a while, so be patient while the installation works in the background. The installation process extracts and installs Retain 23.2. Next, it starts the system processes that Retain requires. Finally, a message reminds you to consult the documentation. When the system prompt displays, wait a few moments to make sure all the components are running.

2.4.3 Upgrading to 23.2 (Windows)

If you are upgrading Retain on a SLES server, go to Upgrading to 23.2 (SLES)

Table 2-9 Upgrading to 23.2 on Windows

Dialog/Section	Details
Stop Retain before Upgrading	On the Retain server, click Start > Administrative Tools > Services (or the equivalent on your version of Windows Server). Stop Retain by stopping the Retain Tomcat service.
Run the Retain 23.2 Installation	In the folder that you prepared in Get the 23.2 software, right click RetainInstall.exe and select Run as Administrator.
Welcome to the Retain Setup Wizard	Click Next.
Software Requirements	The install lists the 23.2 software and hardware requirements along with the software that it will install Click Next.
License Agreement	Accept the agreement and click Next.
Select Destination Location	If you want to install the upgraded Retain components in a non-default location, use the Browse button to change the path. Click Next.
Retain Components Selection Page	The install displays the components that are already installed on the server. If desired, you can select additional components for installation. Click Next.
Pre-requirements Status	The install checks for OpenJDK 11 and an updated Tomcat 9. If they are not installed, it indicates that they will be. Click Next. If needed, the install runs the OpenJDK 11 installation and updates Tomcat 9. Click through any security alerts or other dialogs to allow the process to run to completion.
Information	The install reminds you to consult the documentation. Wait a few moments to make sure all components have finished installing. Click Next.
General Information	A message shows the Retain access URL. Click Next.
Completing the Retain Setup Wizard	Click Finish.