4.3 Upgrading Retain 4.7.0 to 4.9

IMPORTANT:Upgrading directly from Retain 4.7 to Retain 4.9 is not supported.

If your server is running Retain 4.7, you must first apply the 4.7.0.1 update patch to your 4.7 server and then optimize the index.

For more information, see the 4.7.0.1 Release Notes.

Use the instructions in the following sections to upgrade from Retain 4.7.0.1 to 4.9.

4.3.1 Prerequisites

Performing a successful upgrade requires that you

  • Are Running Retain 4.7.0.1 with an Optimized Index: To upgrade your system to Retain 4.9, it must be running Retain 4.7.0.1 with an index that has been optimized at least once.

    By default, Retain optimizes its index at 1 a.m. every Sunday morning.

    To check whether your system’s index has been optimized since upgrading to version 4.7.0.1, see the Maintenance tab , Last Index Optimization date/time stamp, and use the Optimize Index Now button if index optimization is needed.

  • Provide Owner Rights to the SQL Database: Retain must have database owner rights to the SQL database it is connected to in order to update the schema and so on.

  • Allow Adequate Time: When updating very large (~ 1 TB) databases, the upgrade might take up to two hours to complete.

  • Back Up the System: Just prior to starting the upgrade, back up the Retain System. See Backing Up Retain.

  • Ensure Adequate Disk Space: Temporary files for updating the index can consume up to double the index’s current disk space during the upgrade.

4.3.2 If you Need to Optimize Your 4.7.0.1 Index

If your 4.7.0.1 index hasn’t been optimized, you can force an optimization by doing the following:

  1. Open the Server Configuration > Maintenance Tab.

  2. Click the Optimize Index Now button.

4.3.3 Upgrading from Retain 4.7.0.1 to 4.9

  1. After your server is running Retain 4.7.0.1 and the index is optimized, run the installer for your platform.

  2. When the previous installation is found, choose to upgrade and keep the current configuration.

  3. Follow the prompts.