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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 Linux environment. 


This section provides step by step instructions to upgrade from Zephyr Enterprise Edition version 4.8 (Build 13818) to Zephyr Enterprise Server 5.0.

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Note that with the introduction of version 4.8, Zephyr Community Edition is now retired.  If interested in upgrading to Zephyr Enterprise Server 4.8 from Community Edition, please contact your Zephyr Sales Account Manager or send an email to sales@getzephyr.com for information on purchasing Zephyr Enterprise Server licenses.

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Prerequisites

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  • Review all /wiki/spaces/ZEE50/pages/77856795system requirements thoroughly
  • Download required software that matches your Zephyr server configuration:
    • Zephyr version 5.0 (Build 14587) installation file:
    • Download from here
    • Zephyr Upgrade Utility:
    • Download from here
  • 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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  1. Create a full backup with attachments
  2. Verify that the backup file can be migrated to version 5.0 (Build 14587)
  3. Uninstall the current version of Zephyr Enterprise and install Zephyr Enterprise Server version 5.0
  4. Upgrade and restore 4.8 (Build 13818) backup file to 5.0 (Build 14587)


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titleNote

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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.


The Linux Upgrader Utility is available in 2 offerings -GUI and Console.

  • Both follow the same basic workflow but

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  • console mode inputs

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  • must be typed in via keyboard and the output is displayed in a terminal window.

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Running the upgrade via Linux GUI

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Step 1Create a full backup with attachments

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Step 9: Install Zephyr Enterprise Server 5.0 (build 14587).  Follow the instructions for installation on Linux:


Step 10: Launch the Upgrader from the Command Prompt with the following required parameters:

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Step 14: Select 'Finish' to close the upgrader utility window. Zephyr server will automatically startup once this window is reached. However, startup time may vary. Please allow up to a few minutes before the Zephyr Desktop can be reached.

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Running the upgrade via Linux Console

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Step 1Create a full backup with attachments

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Step 7: Install Zephyr Enterprise Server 5.0 (build 14587).  Follow the instructions for installation on Linux:


Step 8: Launch the Upgrader using the command line and parameters below:

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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.


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