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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 version 5.0+ to the latest Zephyr Enterprise version 5.X. |
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Prerequisites
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- Review all system requirements thoroughly
- Download required software:
- Latest Zephyr Enterprise version 5.X installation file
- 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. This will not be used in the upgrade process but to revert back to if any issues arise.
- Stop the Zephyr server
- Run the setup file as administrator and select the 'Upgrade' mode
- Run the installer setup to completion
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This upgrade process will not work for Zephyr Enterprise versions below 5.0. |
Backup and Verifying Data
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Step 8: Stop the server and replace any manually customized files that were backed-up before upgrading. You can start the server again after the files have been replace. Ignore this step if you did not back-up any files.
Post Upgrade Tasks:
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Client-side Notes:
When upgrading to the latest Zephyr Enterprise version 5.X, each client browser should clear their browser cache and cookies and perform a hard refresh of Zephyr by using Ctrl+F5 in your browser. This will ensure a smooth transition to the newest version. Internet Explorer is especially sensitive to history settings.
Automation Notes:
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.