Simple Migration for Unmodified-opentaps Users - Revision history

Claudefeistel2 at 15:20, 17 May 2010

2010-05-17T15:20:40Z

Claudefeistel2: /* Third Step -- Run the Upgrade Script for Your Database (MYSQL or POSTGRES) */

2010-05-17T15:01:14Z

‎Third Step -- Run the Upgrade Script for Your Database (MYSQL or POSTGRES)

Claudefeistel2: /* Second Step -- Start opentaps to Make More database Adjustments */

2010-05-17T14:47:42Z

‎Second Step -- Start opentaps to Make More database Adjustments

Claudefeistel2: /* Modify the Current Database to Function with opentaps Version 1.4 */

2010-05-17T14:44:44Z

‎Modify the Current Database to Function with opentaps Version 1.4

Claudefeistel2: /* Pointing to Your Existing Database */

2010-05-17T14:30:32Z

‎Pointing to Your Existing Database

Claudefeistel2: /* Install opentaps Version 1.4 */

2010-05-17T14:21:15Z

‎Install opentaps Version 1.4

Claudefeistel2: /* Copying XML configuration files and properties */

2010-05-17T14:05:50Z

‎Copying XML configuration files and properties

Claudefeistel2 at 19:18, 12 May 2010

2010-05-12T19:18:04Z

Claudefeistel2 at 14:29, 11 May 2010

2010-05-11T14:29:13Z

Claudefeistel2: /* Modify the Current Database for opentaps Version 1.4 Changes */

2010-05-11T14:11:41Z

‎Modify the Current Database for opentaps Version 1.4 Changes

@@ Line 1: / Line 1: @@
 Migration of your current '''opentaps''' Version 1.0.X installation to a new one running Version 1.4 will be discussed, step-by-step in this section.
-==Back-up Your Current Version 1.0.X Installation==
+=Back-up Your Current Version 1.0.X Installation=
   WARNING: BEST PRACTICES ADVISE -- BACK-UP YOUR DATABASE BEFORE MIGRATING
@@ Line 45: / Line 42: @@
-==Install opentaps Version 1.4 and Upgrade Your Current Database==
+=The Upgrade Process Steps=
 We do not repeat '''opentaps''' Installation guides in this section, but rather we refer to the [[Opentaps Installation Manual|opentaps Installation Manual]], which
 contains a wealth of information useful to those planning migration to the latest version.
@@ Line 74: / Line 81: @@
 If you do not get the results described, return to the [[Opentaps Installation Manual]] and review your work, and the last section of the installation guide you used, that deals with problem shooting.
 ==Pointing to Your Existing Database==
@@ Line 89: / Line 97: @@
 This completes the Set-up that points '''opentaps''' to use your current database for making the upgrade modifications.
 ==Modify the Current Database to Function with opentaps Version 1.4==
@@ Line 100: / Line 109: @@
   Do not run the SQL script file until it is specified in the third step.
   Proceed as follows:
 ===First Step -- Run the Ant Installer Program===
@@ Line 171: / Line 179: @@
 * If this happens you can extend the initial (top) comments part of the file (which doesn't execute) to include all the sql file lines up to (not including) the failing one.  If you have corrected any other problems, the sql file will run the remaining lines, when you try again.
 ==Start opentaps Version 1.4 and Run Data-Services ==
@@ Line 185: / Line 194: @@
 This step runs several of the "Services" stored in the '''opentaps''' server.  Use the following guide:
-'''Step-By-Step Running the Services'''
+'''Step-By-Step: Running the Services'''
 Next, after '''opentaps''' has started, we will navigate to the Services that we need to run.

@@ Line 165: / Line 165: @@
   * Run this command: mysql your_db_name < upgrade.mysql
   * The upgrade script will run, and this completes those modifications
 ==Start opentaps Version 1.4 and Run Data-Services ==

@@ Line 139: / Line 139: @@
   system, for example if you are using Linux navigate to the installation directory, and
   Run: ./startofbiz.sh
 ===Third Step -- Run the Upgrade Script for Your Database (MYSQL or POSTGRES)===

@@ Line 92: / Line 92: @@
 ==Modify the Current Database to Function with opentaps Version 1.4==
-In the first step, we will finish re-installing the system by running the ant program.     Then, in the second step, we will start the '''opentaps''' running with the existing database.  Finally, in the third step, we will run the upgrade SQL file which prepares for running '''opentaps''' V1.4 by modifying the database and then loading some new seed data values needed to run the new system code.  These steps must be run in the following order to prevent migration problems.  Proceed as follows:
+Modification of the database is accomplished in three steps, as follows:
 ===First Step -- Run the Ant Installer Program===
@@ Line 99: / Line 107: @@
 . To avoid having your administrator Username and Password reset by the installer program, make this change before you run Ant:
   * Locate the following file within the '''opentaps''' installation directory:
@@ Line 121: / Line 130: @@
   amount of time taken to run it.
-This completes the set installation modifications.  Next, we will start '''opentaps''' to further prepare the database for operating Version 1.4.
+This completes the ant installation step and modifications.  Next, we will start '''opentaps''' to further prepare the database for operating Version 1.4.
 ===Second Step -- Start opentaps to Make More database Adjustments===
@@ Line 152: / Line 161: @@
   * Run this command: mysql your_db_name < upgrade.mysql
   * The upgrade script will run, and this completes those modifications
 ==Start opentaps Version 1.4 and Run Data-Services ==

@@ Line 78: / Line 78: @@
 Next, you will point your new installation to work with your existing '''opentaps''' database, so that the database upgrades can be performed, making it compatible with Version 1.4 (and no longer compatible with the older version of '''opentaps''').
-Since your database is already set up, with a login ID and password specified in the '''opentaps''' files, when you point Version 1.4 to this database you can use the same ID and password that you defined in the earlier '''opentaps'''.
+Since your database is already set up, with a login ID and password specified in the '''opentaps''' 1.0.X files, when you point Version 1.4 to this database you can use the same ID and password that you defined in the earlier '''opentaps'''.
 Detailed instruction for pointing Version 1.4 to your database are contained in the guide, [[Using_opentaps_ERP_+_CRM_with_MySQL]], or in guide, [[Using_opentaps_ERP_+_CRM_with_MySQL]].
-  Follow the directions in the appropriate one of these guides.
+  * Stop '''opentaps''' before proceeding with the next steps.
 This completes the Set-up that points '''opentaps''' to use your current database for making the upgrade modifications.
 ==Modify the Current Database to Function with opentaps Version 1.4==

@@ Line 45: / Line 45: @@
-==Install opentaps Version 1.4==
+==Install opentaps Version 1.4 and Upgrade Your Current Database==
 We do not repeat '''opentaps''' Installation guides in this section, but rather we refer to the [[Opentaps Installation Manual|opentaps Installation Manual]], which
 contains a wealth of information useful to those planning migration to the latest version.
@@ Line 55: / Line 55: @@
 For the next step, refer to the detailed installation guide, [[Opentaps Installation Manual]], which provides sections for installing on Linux, Mac OS-X, and on Windows.
-  Follow the directions to install on your type of system, then follow
+ *  Follow the directions to install on your type of system.
-  the directions for starting '''opentaps''' for a brief test.
+  *  Then you will be directed to follow the directions for starting '''opentaps''' for a brief test.
-    Don't connect to your own database yet.
+ ***  Don't connect to your own database yet.
 As a test, to verify that the installation was successful, you can start '''opentaps''' Version 1.4 as described in the installation guide.  You will be running with the demo data (not your own data), and this test is just to verify that the system comes up running and that you can log-in to it.
-  On the Main Navigation Screen, proceed to Log-in,
+  * Start opentaps Version 1.4.
-  In the "opentaps Login" box, on the left side,
+ * On the Main Navigation Screen, proceed to Log-in,
-  Enter Username: admin
+  * In the "opentaps Login" box, on the left side,
-  Enter Password:  ofbiz
+  * Enter Username: admin
-  Click: [Login], the Main Navigation Screen opens again with more large Icons.
+  * Enter Password:  ofbiz
-  Click: the first large Icon, "iii", which is the CRM/SFA Icon.
+  * Click: [Login], the Main Navigation Screen opens again with more large Icons.
-  The MyHome screen opens in the CRM/SFA application of '''opentaps'''.
+  * Click: the first large Icon, "iii", which is the CRM/SFA Icon.
-  Your installation was successful.
+  * The MyHome screen opens in the CRM/SFA application of '''opentaps'''.
-  Now Stop '''opentaps''' before proceeding to the next step.
+  *** Now Stop '''opentaps''' before proceeding to the next step.
 If you do not get the results described, return to the [[Opentaps Installation Manual]] and review your work, and the last section of the installation guide you used, that deals with problem shooting.
 ==Pointing to Your Existing Database==

@@ Line 30: / Line 30: @@
 First, your current, older version, installation directories contain all of the configuration files, and files containing set-up "Properties" used to fully configure the '''opentaps''' system.  Thus, these files are the comprehensive record of how the system is currently set-up.
-You can copy much of the critical information from these files and documents from the old version to the new version, or you can refer back to the older version of you have questions later about how it was set up before you migrated.
+You can copy much of the critical information from these files and documents from the old version to the new version, or you can refer back to the older version if you have questions later about how it was set up before you migrated.
 ====Your Fall-Back Strategy in Case of Problems====

@@ Line 92: / Line 92: @@
 ==Modify the Current Database to Function with opentaps Version 1.4==
-In the first step, we will run the upgrade SQL file which prepares for running '''opentaps''' V1.4 by modifying the database and then loading some new seed data values needed to run the new system code.  Then, in the second step we will rebuild the system by running the ant program.  Proceed as follows:
+In the first step, we will finish re-installing the system by running the ant program.     Then, in the second step, we will start the '''opentaps''' running with the existing database.  Finally, in the third step, we will run the upgrade SQL file which prepares for running '''opentaps''' V1.4 by modifying the database and then loading some new seed data values needed to run the new system code.  These steps must be run in the following order to prevent migration problems.  Proceed as follows:
-===Run the Upgrade Script for Your Database (MYSQL or POSTGRES)===
+===First Step -- Run the Ant Installer Program===
 In this step the Version 1.4 system will be installed to run with the modified database.  Follow these steps:
-.  To avoid having your administrator Username and Password reset by the installer program, make this change before you run Ant:
+. To avoid having your administrator Username and Password reset by the installer program, make this change before you run Ant:
   * Locate the following file within the '''opentaps''' installation directory:
@@ Line 130: / Line 108: @@
 . Next you will run the Ant installer program as follows:
   Open your operating system command prompt.
@@ Line 141: / Line 121: @@
   amount of time taken to run it.
-This completes the set of modifications.  Next, we will start '''opentaps''' and run some services to prepare data for operating Version 1.4.
+This completes the set installation modifications.  Next, we will start '''opentaps''' to further prepare the database for operating Version 1.4.
@@ Line 195: / Line 205: @@
 The following items are among those that will need to be manually configured on Version 1.4 following the migration steps already completed.  To configure these items in Version 1.4, refer to the User Guide sections included in the chapter, [[Opentaps_Users_Manual#Step-By-Step_Configuration_for_Business_Process_Administrators]]

@@ Line 1: / Line 1: @@
-CAUTION: THIS IS A ROUGH DRAFT PAGE AND IS NOT YET TESTED AND READY TO USE
+CAUTION: THIS IS A ROUGH DRAFT PAGE NOT READY TO USE -- Has Not Passed Testing Yet.
@@ Line 31: / Line 31: @@
 You can copy much of the critical information from these files and documents from the old version to the new version, or you can refer back to the older version of you have questions later about how it was set up before you migrated.
 ====Your Fall-Back Strategy in Case of Problems====
 Your current, older version, '''opentaps''' installation is the best fall back strategy you have for continuing production in the unlikely event that you have problems in getting the new Version 1.4 up and running without problems, and on time.
@@ Line 42: / Line 43: @@
 When an upgrade involves changing out multiple major items of the server software or hardware at the same time, a separate test environment can be used to avoid unexpected problems on the production site.
 ==Install opentaps Version 1.4==
@@ Line 72: / Line 74: @@
 If you do not get the results described, return to the [[Opentaps Installation Manual]] and review your work, and the last section of the installation guide you used, that deals with problem shooting.
-===Pointing to Your Database===
 Next, you will point your new installation to work with your existing '''opentaps''' database, so that the database upgrades can be performed, making it compatible with Version 1.4 (and no longer compatible with the older version of '''opentaps''').
@@ Line 86: / Line 89: @@
 This completes the Set-up that points '''opentaps''' to use your current database for making the upgrade modifications.
-===Modify the Current Database to Function with opentaps Version 1.4===
 In the first step, we will run the upgrade SQL file which prepares for running '''opentaps''' V1.4 by modifying the database and then loading some new seed data values needed to run the new system code.  Then, in the second step we will rebuild the system by running the ant program.  Proceed as follows:
-====Run the Upgrade Script for Your Database (MYSQL or POSTGRES)====
+===Run the Upgrade Script for Your Database (MYSQL or POSTGRES)===
 This step will run a script that modifies the database entities for use with '''opentaps''' Version 1.4.  Follow this procedure to run it:
@@ Line 112: / Line 116: @@
   * The upgrade script will run, and this completes those modifications
-====Run the Ant Installer Program====
+===Run the Ant Installer Program===
 In this step the Version 1.4 system will be installed to run with the modified database.  Follow these steps:
@@ Line 137: / Line 141: @@
   amount of time taken to run it.
-This completes the first set of modifications.
+This completes the set of modifications.  Next, we will start '''opentaps''' and run some services to prepare data for operating Version 1.4.
- DOES OPENTAPS RUN DURING THIS STEP??
+==Start opentaps Version 1.4 and Run Data-Services ==
-This step will run a script that will modify the database entity for Product Average Cost and fill in the required values:
+To start '''opentaps''':
-* The upgrade SQL script is in the Version 1.4 installation directory, and sub-directory hot-deploy/opentaps-common/scripts/sql
+ Start '''opentaps''' as described in the installation manual for your operating
-* Run the script for the following entity: ProductAverageCost (which has been re-factored to use a single productAverageCostId as its primary key.)
+ system, for example if you are using Linux navigate to the installation directory, and
-* The script alters the table and automatically fills in its values, and updates SequenceValueItem so that opentaps will generate correct future keys.
+ Run: ./startofbiz.sh
-==Start opentaps Version 1.4 Using startofbiz.sh==
+===Run Version 1.4 Services that Set Up Some Data Fields===
 This step runs several of the "Services" stored in the '''opentaps''' server.  Use the following guide:
 '''Step-By-Step Running the Services'''
 Next, after '''opentaps''' has started, we will navigate to the Services that we need to run.
@@ Line 199: / Line 191: @@
 This completes the use of Services for data preparation.
-Meanwhile, you may wish to backup the new installation with its modified database for the first time.
+==Additional Manual Configuration Items==
 ==Back-Up the New Installation and Database==