4 Preparing Your Environment for Upgrading

Before you begin the upgrade process, you must perform several tasks to prepare your environment for upgrading:

• Run the Enterprise Readiness Tool (ERT) on your current LiveCycle ES Update 1 or LiveCycle ES2 installation. See Using the Enterprise Readiness Tool for more information.

• Read the Upgrade Checklist and Planning guide and complete all the verification tasks and validation checks on your existing LiveCycle ES Update 1 or LiveCycle ES2 environment.

• Based on the findings of the Upgrade Checklist/ERT, update any QPAC-based workflows to DSC-based workflows either using the Workbench (versions 8.2.1, 9.0, or 9.5 as applicable) Process Upgrade Tool OR manually writing DSC/Service operations for the same.

• Refer to the platform matrix, and prepare the software infrastructure required for the upgrade. Complete any manual steps before upgrading your LiveCycle instance. For example, if a new application server is required, refer to the relevant sections of 'Preparing to Install LiveCycle ES3' guide to prepare the new application server instance. Apply the latest patches to your application server, as required in the LiveCycle ES3 Supported Platform Combinations document. Or, if a new version of Database server is required then, data from older Database server instance must be migrated to the newer Database server instance.

• Back up the existing LiveCycle environment.

• 4.1 The LiveCycle ES3 upgrade execution workflow
• 4.2 Upgrading your infrastructure
• 4.3 Gathering required information before you start
• 4.4 Export and backup Business Activity Monitoring metadata
• 4.5 Uninstalling the BAM Server manually
• 4.6 Running LiveCycle in maintenance mode
• 4.7 Stop Scheduler Service

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