Planning your Xythos upgrade Xythos Webcast Series Dial-in Information: Toll-free Passcode:

Today’s Presenters Chris Nippert Senior Director Field Services Xythos Software Maria Miller Senior Director of Marketing Xythos Software John Wiseman Technical Architect Field Services Xythos Software

Agenda Upgrade benefits Planning an upgrade Things we’ve learned along the way 3 major pitfalls to avoid Extending your upgrade – practical use cases EDMS 7.1 sneak peak How we can help Questions / Discussion

Getting started

Why upgrade? Get the latest and greatest product features Receive optimum product performance Have the latest in patches and updates Move from one product suite to another with more features Psst… 7.1 sneak peak at the end of today’s webcast

Planning the Upgrade Step 1: Determine upgrade path ▪ 4.2 (and above) -> 7.x one step upgrade ▪ 4.1 (and below) -> 7.x multi-step upgrade Step 2: Any infrastructure changes? ▪ Hardware, Storage, Network ▪ Software—operating system (OS) & database (DB) Step 3: Customizations to migrate ▪ Branding ▪ Other Step 4: Establish test environment

Standard Upgrade Process Obtain Xythos 7.x codebase from Xythos Support Unzip codebase into Xythos installation home directory Run Xythos 7.x Install Tool (java –jar installxythos.jar) ▪ Option 3—Upgrade DB objects (after full DB backup) ▪ Option 6—Configure Bundled Servlet Container (i.e. Tomcat) Start up server & test Update server.xml ▪ Update SSL and/or port Settings Migrate branding and color scheme ▪ Different than 6.x: CSS, modify images, custom help Migrate customizations ▪ Different WebView than 6.x: JSP/Servlets to Ajax & Struts2 ▪ Leverage new workflow API

For Example …

HTTP: HTTPS: MOD_JK: Admin:

For Example …

Validating the Upgrade Test general system functionality Test advanced upload ▪ Troubleshooting: May need to tweak server.xml as load balancer output must be consistent with upload applet setting in server.xml Create Wiki ▪ Troubleshooting: Wiki needs to be able to call back to itself. Option 1: Set Wiki URL in Xythos AdminUI to use loopback IP Address of Option 2: Update firewall to allow outgoing traffic from Xythos application server to load balancer (HTTPS over port 443, if running Xythos securely)

Infrastructure Changes—Hardware For new Application Server(s) ▪ Upgrade Xythos first on old hardware ▪ Copy over to new server(s) when completed ▪ Change IP Address on DNS hostname; or Upgrade xythos.properties with new IP and Reconfigure server.xml & load balancer

Infrastructure Changes—Hardware For new Database Server(s) ▪ Restore backup of Xythos DB on new server(s) ▪ Perform Xythos 7.x upgrade ▪ Change IP Address on DNS hostname; or Update Xythos Global Schema JDBC URL in xythos.properties Update Xythos File Schema(s) JDBC URL in Xythos AdminUI for each Xythos Document Store

Infrastructure Changes—Software For DB Version changes ▪ Upgrade Xythos first, then DB ▪ Update JDBC driver as necessary For DB & Application Sever OS changes ▪ Upgrade Xythos first, then OS ▪ Ensure OS supported on Xythos 7.x

Infrastructure Changes—Storage Perform direct file copy from old storage to new storage Establish mount point to new storage For each Xythos external storage location that was moved: ▪ Update mount point in Xythos Admin UI for the given Xythos Document Store; or ▪ Change underlying physical mount to storage, but keep logical mount the same

Xythos 7.x Upgrade Best Practices – 5 steps to success 1.Perform upgrade in phases and test often 2.Execute test upgrade before production 3.Validate Xythos DB data backup ▪ Perform backup & restore, not just backup 4.Use snapshot of production for test upgrade ▪ Validate upgrade process & estimate timing 5.Sanity check load balancer & server.xml settings at end of upgrade process

Avoid 3 Major Pitfalls 1.Do not boil the ocean— phased approach 2.Ensure the emperor has clothes—validate backup 3.Prepare for a rainy day—plan thoroughly, expect hiccups, have contingency plan

Practical examples Practical examples

Enterprise Document Management Suite / Digital Locker Suite 7.1 Sneak Peak Enterprise Document Management Suite / Digital Locker Suite 7.1 Sneak Peak

Enterprise Document Management Suite 7.1 Digital Locker Suite 7.1 Connect ▪ Xythos Drop Box ▪ client integration ▪ Wiki templates Customize ▪ Personalized branding ▪ Custom folder settings Restore ▪ Easily restore lost files

Enterprise Document Management Suite / Digital Locker Suite 7.1 Sneak Peak Enterprise Document Management Suite / Digital Locker Suite 7.1 Sneak Peak

Engaging Xythos for Upgrade Assistance Delivered by Xythos Professional Services Follows proven methodology Comprehensive pre-engagement planning Assistance coordinating infrastructure changes Execution of test upgrade Execution of production upgrade Thorough knowledge transfer on new end-user and administrator functionality Contact Xythos Account Executive or send to

Questions / Discussion Xythos Webcast Series

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