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installation:upgrades [2020-10-02 08:36] Jens Gustafsson |
installation:upgrades [2024-02-26 12:11] Jonatan Folger Asu |
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- | ====== Server | + | ====== |
- | This page describes how to upgrade an existing Lime CRM Server installation. The upgrade procedure | + | This page describes how to upgrade an existing Lime CRM Server installation. The upgrade procedure |
+ | |||
+ | ===== Upgrade Steps ===== | ||
- | ===== Upgrading from version 12 or newer ===== | ||
Follow these steps: | Follow these steps: | ||
- | - Ensure that you have no version conflicts in your Lime python environment (you can do that by running '' | + | - Perform [[installation: |
- | - Reboot | + | - Depending on which version |
- | - Stop all running | + | - [[https:// |
- | - Close all command prompts and directories. | + | - Back-up the database. |
- | - Click on the installer | + | - Do the steps in this guide: [[kb: |
+ | - Restart | ||
+ | - Run the installer ('' | ||
+ | - Restart | ||
+ | - [[installation: | ||
+ | - [[https:// | ||
+ | - Re-enable [[configuration: | ||
+ | - Create or [[configuration: | ||
+ | - Verify that the upgrade has succeeded. E.g. test some basic functionality | ||
- | ====== | + | If the upgrade |
- | 1. Open task manager, go to the details tab. | + | ===== Pre-upgrade Preparations ===== |
- | 2. Stop all processes that has the name " | + | The pre-upgrade preparations should be performed several days ahead of the actual server upgrade. |
- | 3. Do the steps described in " | + | Follow these steps to ensure that you're upgrade is successful: |
- | 4. If this doesn't work, please contact support. | + | |
- | ===== Upgrading from version 10.11 or earlier ===== | + | ==== Server requirements |
- | Follow these steps: | + | The server requirements gets updated on a regular basis. Go to the [[https:// |
- | - Completely uninstall **everything** | + | ==== Lime CRM Server User Account Credentials ==== |
- | - Reboot | + | The installer application remembers the installation configuration |
- | - If HTTPS is used (through ldcws/Lime CRM Data Component Services) existing URL reservation and certificate bindings must be removed. Run these commands in an elevated command prompt:< | + | |
- | netsh http delete urlacl url=http:// | + | |
- | netsh http delete sslcert ipport=0.0.0.0:< | + | |
- | NOTE: Windows might refuse to accept the deletions at first. If an error message is received and the URL reservation or certificate binding still exists, wait (empirically: | + | |
- | - Install according to the instructions in [[installation: | + | |
- | - First, register the database and then upgrade it, use [[configuration: | + | |
- | - Re-enable [[configuration: | + | |
- | <WRAP round important> | + | ==== Go Through Release Notes ==== |
- | === Warning! | + | Read up on the [[releases: |
- | Ignoring steps 1-2 above may lead to a severely broken Lime CRM Server installation. | + | |
- | </ | + | |
- | <WRAP round info> | + | ==== Upgrade Add-ons ==== |
- | === Note! === | + | |
- | When limefu upgrades a database used with Lime CRM Server version 10.11 or earlier, it will automatically apply a fix for document performance problems. This may take 30 minutes or more depending on the amount of documents in the database. | + | |
- | If you want to run this prior to upgrading | + | Go through all the add-ons that are installed |
- | {{: | + | * The version that is installed for an add-on may not work anymore if the server is upgraded. |
- | </ | + | * Doing a server upgrade is the perfect time to also make sure the add-ons are up to date so the customer can enjoy the latest and greatest version of the Lime CRM software. |
- | ===== Upgrading from version 12 or later ===== | + | ==== Check If Super Search Is Enabled |
- | 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. | + | Check if Super Search is enabled in Lisa. |
- | Follow these steps: | + | ==== Use Latest Compatible Python Version ==== |
+ | - Open cmd/ | ||
+ | - Write ‘python -V’ and press enter key to see Python version. | ||
+ | - If not using latest compatible version. Run the Python installer and click " | ||
- | - Back-up | + | ===== Extra Upgrade Steps ===== |
- | - Perform pre-upgrade | + | When upgrading from some versions there are extra steps needed to complete |
- | - Run the installer ('' | + | |
- | - Upgrade databases. | + | |
- | - Re-enable [[configuration: | + | |
- | - (Re-index the database if needed) | + | |
- | ===== Pre-upgrade preparations ===== | ||
- | Follow these steps to ensure that you're upgrade is successful: | ||
- | ==== Close applications | + | ==== Upgrading From 2022.3 or Earlier |
- | Ensure that you don't have any of the following applications running: | + | |
- | * Windows Task Manager | + | |
- | * Services Console | + | |
- | * Event Viewer | + | |
- | * Microsoft Management Console (MMC) | + | |
- | ==== Check port availability ==== | + | **Python 3.11** is required from version 2023.1 and later of Lime CRM server. Follow |
- | 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, | + | |
- | < | + | **.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 [[https:// |
- | netstat | + | |
- | </code> | + | |
- | Ensure that there is no entry using port 443. These show up as '' | + | **Check SQL Server version** SQL Server 2014 or later is required, Lime CRM 2023.1 will __not__ work on SQL Server |
- | ==== Uninstall old versions ==== | + | **Remove the Elastic Search 5 data directory.** Prior to creating a new search index, |
- | Though | + | |
- | | + | **Create a new search index**. You have to create a new search index with help of the command '' |
- | | + | |
- | | + | |
- | ==== Install Python 3.7.3 if upgrading from version < 12.51 ==== | ||
- | <WRAP round info> | ||
- | **Python 3.7 is required from version 12.51** | ||
- | From version 12.51 and later of Lime CRM Server, Python 3.7.3 needs to be installed prior to installation or upgrade of Lime CRM Server. | ||
- | Instructions | + | ==== Upgrading From 2022.2 or Earlier ==== |
+ | **Tips | ||
+ | * The new start page is turned on by default. Make sure it looks good and that all widgets (especially info tiles) have been moved to the new start page. [[https:// | ||
+ | * Over delivery: Add multiple start pages if you think your customer needs them. | ||
+ | * Over delivery: Remove unnecessary fields from create new dialogs. Calculated fields, read only field, " | ||
+ | * Over delivery: Does you customer have a lime type that hold hundreds of thousands or even millions of records? Is there no need to have that lime type searchable? | ||
- | </ | + | **Erlang and RabbitMQ Needs To Be Manually Uninstalled** |
- | ===== Upgrading databases ===== | + | Erlang and RabbitMQ needs to be manually uninstalled |
- | All Lime CRM databases that are to be used after the upgrade must be migrated | + | |
- | < | + | ==== Upgrading From 2021.1 or Earlier ==== |
- | limefu database upgrade --application " | + | * Server version 2022.2.739 (2.308.3) and higher requires Lime CRM Desktop Client version of 10.18.962 or higher |
- | </ | + | |
- | <WRAP round info> | + | ==== Upgrading From 13.2 or Earlier ==== |
- | === Note! === | + | In older server versions, the packages for the [[https:// |
- | When upgrading databases, the user running | + | |
- | </ | + | |
- | ===== Create search index ===== | + | ==== Upgrading From 12.50 or Earlier |
- | 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 | + | From version 12.51 and later of Lime CRM Server, Python needs to be installed prior to installation |
- | < | + | Instructions for how to install Python is found [[installation: |
- | limefu search index --application " | + | |
- | </ | + | |
- | ==== Migrating file name data ==== | + | ==== Upgrading |
- | From Lime CRM Server | + | |
- | + | ||
- | {{: | + | |
- | + | ||
- | ==== 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. | 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, | To migrate existing lime-views and configurations, | ||
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{{: | {{: | ||
- | ===== Troubleshooting ===== | + | ==== Upgrading From 12.4 or Earlier |
- | Some tips: | + | 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, |
- | * Don't manually delete directories and files if you're not really sure what the consequences are. | + | {{: |
- | * Check out [[kb:10012|RabbitMQ cannot be started after an upgrade of Lime CRM]] or [[kb: | + | |
- | + | ||
- | + | ||
- | ===== Active Directory Integration ===== | + | |
- | A new feature has been added to the [[configuration: | + | |
- | + | ||
- | Consider the following scenario: | + | |
- | + | ||
- | >The AD group // | + | |
- | + | ||
- | Since authorization starting with Lime CRM Server version 12 no longer uses the // | + | |
- | + | ||
- | * The AD group // | + | |
- | * 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 // | + |