Server upgrade
This page describes how to upgrade an existing Lime CRM Server installation. The upgrade procedure differs depending on the version of Lime CRM Server that is currently installed.
Upgrading from version 12 or later
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 user account that Lime CRM Server services are running under.
Follow these steps:
- Back-up the database
- Perform pre-upgrade preparations
- Run the installer (
limepro-server-<version>.exe
). - Upgrade databases.
- Re-enable Super Search if it was in use earlier.
- (Re-index the database if needed)
Pre-upgrade preparations
Follow these steps to ensure that you're upgrade is successful:
Check if Super Search is enabled
Check if Super Search is enabled in Lisa.
Close applications
Ensure that you don't have any of the following applications running:
- Windows Task Manager
- Services Console
- Event Viewer
- Microsoft Management Console (MMC)
Stop services
Stop all services starting with lime in the services window.
Check port availability
If you see that Lime CRM Webfront is having problems starting, it most probably is due to the fact the port 443 is already in use by another process. Open a command prompt, and run:
netstat -nao | findstr LISTEN
Ensure that there is no entry using port 443. These show up as 0.0.0.0:443
, 127.0.0.1:443
, [::]:443
, or a specific IP-address followed by :443
. If you see an entry like this, make a note of the process ID (PID) and see if you can find info about the corresponding process in Window's task manager. A PID of 4 means the System Process. We've seen the system process allocate port 443 if SQL Server Reporting Services is installed.
Install Python 3.7.3 if upgrading from version < 12.51
Python 3.7 is required from version 12.51
From version 12.51 and later of Lime CRM Server, Python 3.7 needs to be installed prior to installation or upgrade of Lime CRM Server.
Instructions for how to install Python 3.7 is found here.
If the installation fails
1. Open task manager, go to the details tab. 2. Stop all processes that has the name “pythonservice.exe” or “python.exe” 3. If this doesn't work, please contact support.
Upgrading databases
All Lime CRM databases that are to be used after the upgrade must be migrated to the latest revision of the database schema. This is done using limefu with the following command (from version 12.4):
limefu database upgrade --application "DATABASE DISPLAY NAME"
Note!
When upgrading databases, the user running the limefu
command and who is thereby the user accessing the database, must have dbo
as the default schema in the database.
Create search index
If using the Lime CRM Web Client, the search index might need to be re-created. Note that this might slow down the solution for the users, it is recommended to do this after work hours, especially if it is the first time or a big solution. This is done using limefu with the following command (from version 12.4):
limefu search index --application "DATABASE DISPLAY NAME"
Migrating file name data
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.
Migrating lime-views and configuration
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>
Troubleshooting
Some tips:
- Don't manually delete directories and files if you're not really sure what the consequences are.
- Check out RabbitMQ cannot be started after an upgrade of Lime CRM or Lime CRM Server Installer may report that the installation failed or Installing Lime CRM Desktop Client on top of Lime CRM Server may cause problems or RabbitMQ may fail to start due to an invalid configuration file for specific symptoms
Active Directory Integration
A new feature has been added to the Lundalogik Active Directory Integration making it possible to map an AD group to the database itself. This allows AD users to be added as Lime CRM users without giving them login permission.
Consider the following scenario:
The AD group Employees is currently mapped to the Lime CRM group Users with the auto-create option enabled in order to add them as users in Lime CRM using the synchronization feature. The reason for this is to get all employees into Lime CRM so that they can be assigned e.g. a helpdesk ticket even though they don't use Lime CRM themselves. Another AD group Lime CRM Users, containing all users that should be able to use Lime CRM is then included in the Distributed COM Users Windows group which controls login permissions. This means that all members of Employees will be imported, but those not in Lime CRM Users will not be able to log in.
Since authorization starting with Lime CRM Server version 12 no longer uses the Distributed COM Users group this means that the above setup will no work since all users in Employees will be able to log in to Lime CRM. To fix this some changes must be made to keep the previous behavior:
- The AD group Employees must be mapped to the database. This is done in the Security Overview in LISA.
- The AD group Lime CRM Users must be mapped to the Lime CRM group Users with auto-create activated.
Now everything will work in the same way as before, minus the extra complexity of the Distributed COM Users group.