3.3 Overview of the upgrade process

Upgrading from LiveCycle ES2, ADEP, or LiveCycle ES3 to LiveCycle ES4 involves installing LiveCycle ES4 software that is subsequently configured using settings from the existing LiveCycle server. Configuration settings, user data, and job information are migrated to the LiveCycle ES4 system.

Most of the tasks in the upgrade process are automated and performed (with some user input) by Configuration Manager. Configuration Manager is a tool used to configure, deploy, and validate LiveCycle ES4 components for deployment to the application server. When run in upgrade mode, Configuration Manager also performs upgrade specific tasks such as updating configuration settings and data.

The GDS directory, Content Storage Root directory (if applicable), and database must be accessible to Configuration Manager during the upgrade process.

You can continue to use your existing database if it is a version that is compatible with LiveCycle ES4. If your current database version is no longer supported, back up the data and restore it to a compatible version.

If you are not changing major application server version and are performing an in-place upgrade, your existing application server must be running to deploy the new EAR files. For all other upgrades, the old application server does not need to run during the process. For more information on in-place or out-of-place upgrades, see 5.2 In-place or Out-of-place upgrades

3.3.1 Upgrading to LiveCycle ES4 using Configuration Manager

Upgrading to LiveCycle ES4 modules from LiveCycle ES2, ADEP, or LiveCycle ES3 involves these tasks:

  1. Installing LiveCycle ES4 product files.

  2. Running Configuration Manager to initiate the configuration, upgrading, and deployment process. The remaining steps (below) are included in this process.

  3. Updating and deploying LiveCycle ES4 EAR files to the application server.

    Note: For an in-place upgrade, you must manually undeploy the existing LiveCycle EAR files from the application server.
  4. Starting LiveCycle ES4 on the application server, so that it is available to accept user requests. This is done automatically after the EAR files are deployed. However, you must start the server manually if it does not start automatically.

  5. Initializing the LiveCycle ES4 database so that LiveCycle ES4 specific schema changes are incorporated in the database without affecting the existing data.

    Note: This step is mandatory and must not be skipped during an upgrade. It does not affect existing data in any way.
  6. Patching existing LiveCycle ES4 components with new versions and deploying new LiveCycle ES4 components, if any.

  7. Migrating to the database, essential data, as well as all remaining data, such as audit records that are submitted or historical data that are associated with LiveCycle Process Management.

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