Use the instructions in the following sections to upgrade from Retain 4.9 or later to Retain 4.11.
Table 2-19 Preparing for Retain 4.9
Task |
Details |
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If you archive Office 365 using Basic Authentication |
Be aware of the following points:
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Ensure that the Retain index has been optimized |
By default, Retain optimizes its index at 1 a.m. every Sunday morning. To make sure that your system’s index has been optimized since upgrading to version 4.7.0.1, do the following:
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Ensure that the Retain server is connected to the Internet |
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Ensure that SMTP Is Working in Retain |
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Get the 4.11 software |
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Ensure Adequate RAM |
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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.
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If you are upgrading Retain on a Windows server, go to Upgrading to 4.11 (Windows)
Table 2-20 Upgrading to 4.11 on SLES
Installation Section |
Details |
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Stop Retain before Upgrading |
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Run the Retain 4.9 Installation |
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License Agreement |
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Software and RAM Requirements |
The Linux install lists the 4.11 software and RAM requirements.
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Retain Components Selection Page |
The install displays the Retain components that are already installed on the server.
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Pre-requirements Status |
The install checks for OpenJDK 11 and an updated version of Tomcat 8.5. 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 4.11. Next, it starts the system processes that Retain requires. Finally, a message reminds you to consult the documentation.
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If you are upgrading Retain on a SLES server, go to Upgrading to 4.11 (SLES)
Table 2-21 Upgrading to 4.11 on Windows
Dialog/Section |
Details |
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Stop Retain before Upgrading |
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Run the Retain 4.11 Installation |
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Welcome to the Retain Setup Wizard |
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Software Requirements |
The install lists the 4.11 software and hardware requirements along with the software that it will install
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License Agreement |
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Select Destination Location |
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Retain Components Selection Page |
The install displays the components that are already installed on the server.
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Pre-requirements Status |
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Information |
The install reminds you to consult the documentation.
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General Information |
A message shows the Retain access URL.
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Completing the Retain Setup Wizard |
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Once Retain has been updated to 4.11, you need to update to the Solr 8 Indexing Engine. This can be done at any time after the upgrade, but if a user has Manage Server righs, they are prompted to perform the update until it is completed.
In Retain’s web admin console, a message displays that you need to update the indexing engine.
Click Ok to update the indexing engine.
NOTE:It can take some time for the Server Configuration page to load.
On the Server Configuration page, click Configure next to Solr 8.
IMPORTANT:When you configure Solr 8, all deletion jobs will be disabled until Solr 7 has been cleaned up.
You are prompted to select a Port and Index Path. The default Port is 1 more than the port used for Solr 7. The index path in the new path for index files. If the index directory is using a sim link, another sim link needs to be created for the new index folder so the new index files are put on the proper storage.
NOTE:If you are using a different path then the default in Linux, you need to make sure the ownership is set to tomcat:www.
A disk check will run to make sure that there is enough space on your server to migrate the indexer. The required free space needed for the migration is 3 times the size of the current index. The recommended free space is 3.5 times the current index size.
When the check passes, Solr 8 is configured and starts indexing. At this point you can continue with the next steps to switch to Solr 8 or you can wait for Solr 8 to finish indexing.
NOTE:Index optimization is turned off while the migration occurs.
Once Solr 8 is configured, you can switch to it at any time by clicking the Switch to Solr 8 button and restarting tomcat.
IMPORTANT:If you switch to Solr 8 before it has reindexed all items your search results in Retain will not be accurate.
At this point, you should test your system to make sure that Solr 8 is working properly. If you have any issues, you can select Re-index All Items and switch back to Solr 7.
When you are ready, click Clean up Solr 7 and click Okay in the prompt.
IMPORTANT:This deletes Solr 7 and all Solr 7 data from the system. Please make sure Solr 8 is working properly before following this step.
Table 2-22 Completing the Upgrade to 4.11
Dialog/Section |
Details |
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Database Schema Enhanced |
A message displays stating that the Configuration Database schema requires updating.
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Retain Login Dialog |
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