This page describes how to upgrade an existing Lime CRM Server installation. The upgrade procedure might differ, depending on the version of Lime CRM Server that is currently installed.
Follow these steps:
limecrm-server-<version>.exe) as administrator.If the upgrade fails or something doesn't work as expected, check out the Troubleshoot Server Installation/Upgrades guide.
The pre-upgrade preparations should be performed several days ahead of the actual server upgrade. Follow these steps to ensure that you're upgrade is successful:
The server requirements gets updated on a regular basis. Go to the server requirements page to make sure your customers server is still up to date.
The installer application remembers the installation configuration (e.g. user and group information) specified from the last time it was run. However, no passwords are remembered. So make sure you know the password for the Lime CRM Server user account (a.k.a. Lime service user).
Read up on the release notes for the server version you are upgrading to, and all the server versions you may be jumping over.
Go through all the add-ons that are installed in the Lime CRM application. Check their documentation and see if there are new versions that could or MUST be installed. There are mainly two good reasons to also upgrade installed add-ons:
Check if Super Search is enabled in Lisa.
When upgrading from some versions there are extra steps needed to complete the upgrade.
Python 3.11 is required from version 2023.1 and later of Lime CRM server. Follow the instructions here before running the installer. If 3.11 isn't available the Lime CRM installer will detect this and stop.
.NET 4.7.2 or later is required to run Lime CRM. Recommendation is to run 4.8. You can check which version is running by following the instructions here. Install the runtime version before running the installer from here if you have a older version. If 4.7.2 or later isn't available the Lime CRM installer will detect this and stop.
Check SQL Server version SQL Server 2014 or later is required, Lime CRM 2023.1 will not work on SQL Server 2012
Remove the Elastic Search 5 data directory. Prior to creating a new search index, it is necessary to manually delete the previous data directory associated with ElasticSearch 5 (%LIME_HOME_PATH%\LIME Pro Server\Elasticsearch\data). Otherwise, old indexes built for ElasticSearch 5 will remain on the server and take up disk space and interfer with the new installation.
Create a new search index. You have to create a new search index with help of the command limefu search index. Remember that this is an operation that can take very long if the database associated with the solution contains lots of data.
Tips for the web client when upgrading
Erlang and RabbitMQ Needs To Be Manually Uninstalled
Erlang and RabbitMQ needs to be manually uninstalled to get upgraded correctly by the Lime CRM installer. Follow this guide: Uninstall Erlang and RabbitMQ When Doing Lime CRM Server Upgrade
In older server versions, the packages for the GDPR, Consent, Newsletter and Info Tiles (WC) were included in the server installation. Make sure to check these specifically if you are upgrading from a server version older than 2020.2.
From version 12.51 and later of Lime CRM Server, Python needs to be installed prior to installation or upgrade of Lime CRM Server.
Instructions for how to install Python is found here.
From Lime CRM Server 12.9, lime-views and some configuration is stored in the database instead of in files. To migrate existing lime-views and configurations, run the following script from the Lime CRM Command Prompt on the server.
python migrate_config.py <database name>
From Lime CRM Server 12.6, the file-API makes it possible to include the name of the document-file as a proper filename. When upgrading, already existing files do not have any filename, and if you want to set the filenames on the already existing files you need to run the following SQL-script. The script set the filename to the text in the field [description] on the document-table, but can be adjusted to suit the individual solution.