Upgrade Guide

Overview

Using this guide, you will learn how to plan and perform the upgrade of Semarchy Convergence for MDM for development and production environments.

Tip: If you want to try Semarchy Convergence for MDM, you can use our demonstration environment and getting started guide: Getting Started with Semarchy.

Contents

  1. Upgrade Guide
    1. Overview
    2. Contents
  2. Preface
    1. Audience
    2. Document Conventions
    3. Other Semarchy Resources
    4. Obtaining Help
    5. Feedback
  3. Planning the Upgrade
    1. Before the Upgrade
      1. Documentation Review
      2. Understanding Major, Minor and Patch Versions
    2. Select the Upgrade Path
    3. Upgrade Path Overview
      1. In-Place Upgrade
      2. Out-of-Place Upgrade
  4. Upgrading
    1. Stop All Application Instances and Connections
    2. Backup Your Installation
    3. Duplicate Repositories and Data Locations (Out of Place Upgrade)
    4. Install the New Application Version
      1. Installing for In-Place Upgrade
      2. Installing for Out-of-Place Upgrade
    5. Configure the New Application
      1. Configuration for In-Place Upgrade
      2. Configuration for Out-of-Place Upgrade
    6. Start One New Application Instance
    7. Upgrade the Repository
    8. Upgrade the Data Locations
    9. Restart All Application Instances
  5. Post-Upgrade Actions
    1. Upgrading from versions 1.x and 2.x to v3.0
      1. Applications
        1. Default Application
        2. Securing Applications
      2. Attribute Groups
      3. Form Views
        1. Views Upgrade
        2. Primary Key and Source ID
        3. Layout
      4. Business Object Views
      5. User Preferences