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This section applies specifically to the Zephyr Enterprise product. The information below is generally used to ensure that system administrators can update their Zephyr Enterprise product instance on a Windows environment.This section provides step by step instructions to upgrade from Zephyr Enterprise Edition version 4.7+ to Zephyr Enterprise Server 5.0. |
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Prerequisites
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- Review all system requirements thoroughly
- Download required software:
- Zephyr version 5.0 (Build 14587) installation file
- Zephyr Upgrader Utility
- If your Zephyr server has SSL setup, backup these files:
- server.xml (%Zephyr_Home%/tomcat/conf)
- setenv.sh (%Zephyr_Home%/tomcat/bin)
- You will replace these files with your backup once the upgrade is complete
- Backup any file that has been manually customized after the original Zephyr installation. These files will be overwritten during the upgrade process.
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- Create a full backup with attachments
- Verify that the backup file can be migrated to version 5.0 (build 14587)
- Uninstall the current version of Zephyr Enterprise and install Zephyr Enterprise Server version 5.0
- Upgrade then restore the 4.7+ backup file to 5.0 (build 14587)
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If you are running Zephyr 4.5 or Zephyr 4.6 (Build 7993 or 8411 or 8521), you need to upgrade them to 4.7 (Build 9213) before attempting this upgrade process. If you have any questions, please contact our Technical Support team. |
Backup and Verifying Data
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If your company has utilized automation integration with ZBots, you will need to download and install 5.0 ZBots. These can be accessed via the Zephyr Client Logon Screen by clicking on the ZBot image. If you use a custom ZIP with your ZBot, this ZIP may need to be recompiled with the latest Zephyr API library (found in the ZBot 5.0 directory).
Index Notes:
After upgrading, please re-index your database so that the search functionality will perform as expected. To do so, log in as the test manager, navigate to the Department area, click on the Administration Module, select the Customization Tab and click on the Re-Index button. Note this should be done during a low-use time period as it is a resource intensive process.