Storefront Upgrade Guide
Content
Pageflex® Storefront 7.7 Upgrade Guide
1.
1.
OVERVIEW................................................. OVERVIEW ........................................................................................................ ................................................................ ......... 1
2.
REVIEW YOUR EXTENSIONS............................................................... EXTENSIONS....... ............................................................................ .................... 2
3.
MAKE BACKUPS ............................................... ................................................................................................... ......................................................... ..... 2
4.
UNINSTALL OLD PAGEFLEX SOFTWARE................................... SOFTWARE............................................................... ............................ 3
5.
INSTALL NEW PAGEFLEX SOFTWARE ........................................................... ................................................................... ........ 3
6.
ACTIVATE LICENSING................... LICENSING.......................................................................... ........................................................................... .................... 3
7.
CONNECT TO THE SERVER DATABASE DATABASE ............................................................ ................................................................. ..... 3
8.
TEST DEPLOYMENTS DEPLOYMENTS IN LEGACY LEGACY MODE......................... MODE................................................................ ....................................... 5
9.
UPGRADE DEPLOYMENTS .................................................... ....................................................................................... ................................... 5
10.
REVIEW AND TEST UPGRADED UPGRADED DEPLOYMENTS .................................................. 7
Overview Upgrading Pageflex Storefront involves upgrading your Pageflex Server software and associated database, and then upgrading each of your Pageflex Storefront deployments. Please note, system requirements have changed with this release: please refer to the Pageflex 7.7 ReadMe for details. If any of the steps in the upgrade process seem unclear, or you need guidance with your particular configuration, configuration, please contact Pageflex Support ([email protected] ( [email protected] ). Once you complete the upgrade, your deployments will look and behave just as they did before, but you will be able to take advantage advantage of the latest features and changes. This upgrade guide is for Pageflex Storefront customers who are upgrading to Pageflex 7.7 from a previous version. If you are a Pageflex Server customer but do not have a license for Storefront, Guide. please refer to the upgrade instructions found in the Pageflex Server 7.7 Upgrade Guide. For valuable information about the contents of this release, refer to the Pageflex 7.7 ReadMe. We recommend pre-flighting deployment deployment upgrades on a development or test server. The Pageflex Storefront Deployer Guide, Chapter 19, explains how to copy and move deployments for just this purpose. If you do not already have a development license, license, request one from [email protected] [email protected].. Pageflex Storefront Storefront 6 or 7 Customers If you are currently using Pageflex Storefront 6.x, 7.0.x, 7.5.x, or 7.6.x then you may upgrade to version 7.7 according to the process described on the following pages. Pageflex Storefront Storefront 3 or 5 Customers If you are running Storefront 3.1 or 5.x, you cannot upgrade directly to Storefront 7.7. Rather, you must first perform intermediate upgrades. Please contact Pageflex Support for details.
2
2.
Review Your Extensions How you handle Storefront extensions during the upgrade depends on the type you are using. When upgrading deployments with the Deployment Wizard, you will be asked for permission to run the Services Extension Compatibility Advisor. This utility compares the installed extensions with the latest versions available and provides you with a full report on which, if any, of your currently installed extensions require further upgrades, and how to obtain the updated versions.
Integrated Storefront Extensions Integrated extensions are installed with Pageflex Storefront and are included with each deployment. These extensions have the word “Integrated” as part of their name and can be found on the Extensions page of the Pageflex Storefront Administrator. Some free extensions previously available through Services or Support are now integrated into Storefront 7.7. If you have such extensions, they will automatically be moved and updated during the upgrade process. The Services Extension Compatibility Advisor will report this as well.
Extensions developed by you or other third parties If you, your staff, or other third parties have developed custom Storefront extensions that employ SXI/SINI calls, you may have to upgrade them to be compatible with version 7.7. They can be left in place during the installation of Pageflex 7.7 software, and should continue to work in legacy deployments just as they did previously. However, you should thoroughly test any custom extensions used by upgraded deployments within a debugger-equipped development environment before attempting to upgrade production deployments to the latest version. If you do not yet have a development license you should submit a written request to [email protected] to obtain one for free. The new and altered API methods that could impact your custom extensions are all fully documented; refer to the Programming Reference Guide installed with this version (Start > All Programs > Pageflex > Server 7.7 > Documentation) for details.
All other extensions from Pageflex Services While many of the custom extensions developed by Pageflex Services have been upgraded to be compatible with version 7.7, the Services Extension Compatibility Advisor will inform you of any exceptions. Please do not proceed with upgrading production deployments to version 7.7 until you have confirmed all of your required extensions are compatible with this version.
3.
Make Backups It is vitally important to backup all of your Storefront deployment’s associated resources to be well prepared to roll back to your pre-upgrade deployment should anything malfunction during or after the upgrade to 7.7. Follow these three steps:
Export an XML database for each deployment. Choose Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard. Select the “Manage an existing deployment” option, and then “Export the deployment database as an XML file.” The exported files will contain the deployment’s entire database contents, including product definitions, groups, user accounts, order history, and event logs. Logs may optionally be saved to a separate file to reduce the database footprint on your hard drive. (No
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
3 order or billing history is contained within these logs—they only track events for troubleshooting purposes.)
4.
Make backup copies of each deployment’s entire WebPages directory. The default location for this is Pageflex\Deployments\[DeploymentName]\WebPages. This backup should capture all your themes, string resources, ASPX and HTML files. Create backup copies of the deployments’ SQL database files. Use Microsoft’s SQL Server Management Studio to accomplish this important task.
Uninstall Old Pageflex Software Deactivate Pageflex Server from within Server Administrator (Machine > Deactivate This Host), or right-click on the purple Pageflex icon in Windows’ system tray and select “Deactivate This Host…”. Then select Add or Remove Programs from Windows’ Control Panel and uninstall Pageflex Server (and Pageflex Studio, if present). After removal is complete, please reboot your system. Please note that your existing Storefront deployments and virtual directories will remain in their original locations, so it isn’t necessary to move or copy any of these files to new locations. If you have more than one machine in your Pageflex cluster, uninstall Pageflex Server from each machine before proceeding, making sure to reboot every time. Then perform the following three steps on the machine with the dongle attached (the licensing server). Finally, repeat those steps (5, 6, 7) on the rest of the machines in your cluster.
5.
Install New Pageflex Software Run the version 7.7 Setup.exe file from the downloadable Install kit. Click on “Licensing Hardware Key Drivers” to install the latest dongle drivers required for licensing. After this is complete, click on “Pageflex Server 7.7 Applications” to install the server components needed for your Pageflex Storefront upgrade. The InstallShield Wizard will take you through the steps needed to specify your installation directory and copy necessary files. If .NET 4.0 is not yet installed on your machine, it will be installed and configured for you. While this happens the install process may appear frozen; after a few minutes, however, it will resume. Installation of .NET must not be interrupted. When the Wizard has finished, exit the Pageflex Setup.
6.
Activate Licensing Launch the Deployment Wizard (Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard). The Wizard will, in turn, run the Pageflex Licensing Administrator to activate your license. Close the Licensing Administrator’s dialog box after confirming your licensing is active. (If you need to reconfigure licensing in future, see Chapter 3 of the Pageflex Server Guide for help.)
7.
Connect to the Server Database After activating licensing, the Deployment Wizard will try to re-establish a connection to your cluster’s Pageflex Server SQL database, the main database for all Pageflex Server interactions. This
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
4 “clusterbase,” as it is also known, is entirely separate from any of the databases used by your Storefront deployments. If the Wizard is able to locate and reuse the clusterbase connection file from the previous version (which is deliberately left on the file system when uninstalling Pageflex Server), it will display its Create or update a deployment page. In that event you may skip straight to section 8, “Test Deployments in Legacy Mode,” below. If, however, the clusterbase connection file cannot be found, the Wizard will search in SQL for the existing Server SQL database and ask whether you wish to continue to use it, as shown:
Click Yes. The database will be upgraded to version 7.7 as a background process—that is, one without a progress indicator. (If you click No, you will be prompted to create or identify the cluster database. See the next topic, below.) This upgrade process can take anywhere from a few minutes to an hour, depending on the size of the database. When the database upgrade is finished, the Create or update a deployment page of the Deployment Wizard will be automatically displayed. Now go to section 8, below, “Test Deployments in Legacy Mode.” If you do not want to test in legacy mode and instead want to immediately upgrade your deployments, skip to section 9 below, “Upgrade Deployments.”
If you click No and choose to connect with a different database If you click No when prompted to upgrade your database, the Pageflex Server Database Connection Required dialog box will be displayed.
(Reminder: This dialog box refers to your host’s Server cluster SQL database, the main database for all Pageflex Server interactions—it does not refer to your Storefront deployment databases.) Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
5 Click Launch Database Connection Wizard and follow the steps to connect with another Server database in use with the previous Pageflex Server software, or to create a new one. For help on this topic, see the instructions in Chapter 4, “Configuring and Managing the Pageflex Cluster Database,” in the Pageflex Server Guide. Once you have finished establishing your Pageflex Server database, and have an active configuration, go to the next section, “Test Deployments in Legacy Mode”. If instead you want to immediately upgrade your deployments, go to the “Upgrade Deployments” section following.
8.
Test Deployments in Legacy Mode Once a Pageflex Server database and licensing are active, we recommend you test your Storefront deployments and Extensions in legacy mode. Open them just as you would in the previous version. Your deployments will run with their original set of features.
9.
Upgrade Deployments When you are ready to upgrade the deployments to version 7.7, launch the Deployment Wizard again from Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard. You should see the Wizard’s Create or update a deployment page, like this:
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
6 Select Upgrade deployments to the current version , and click Next. On the next page select the specific deployment you want to upgrade (it is highly recommended that you upgrade your deployments one at a time):
You can check any of the three options shown above. It’s a good idea to check Before upgrading also backup deployment database(s) using SQL Server backup . Note that your SQL login account must have Backup Operator Permissions to use the SQL Server backup option. You also need DB Owner permissions to restore the backup if the upgrade fails. If you want to work with a smaller database (which takes less time for the upgrade process), and do not need the old logs in the deployment itself, choose Backup logs to a separate file and omit them from the upgrade . (Note that these logs do not refer to your order history. The order history is always included with the backup file.) The third option, Upgrade with database XML file , is used more often when moving a deployment from one host to another, rather than upgrading a deployment in place.
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
7 Click Next and, when the prompt to run the Services Extension Compatibility Advisor appears, as shown below, click Yes.
The Advisor compares the extension versions in your deployment(s) with the list of known extension versions housed on a Pageflex corporate server. It then displays a summary of which extensions may need updating. If all the extensions are compatible with 7.7, click Next and the deployment upgrade process will commence. This may take more than few minutes, depending on the performance characteristics of your host machine. Note: Do not interrupt the Deployment Wizard while the upgrade is in process, no matter how long it may take.
After completing the upgrades, fresh browser windows will be opened and the Storefront Administrator Login pages will be displayed for each deployment.
10. Review and Test Upgraded Deployments Log in to each Storefront site and test it. Each deployment should look and behave as it did before the upgrade. Please refer to the Pageflex 7.7 Read Me for a summary of new features, and to the Pageflex Storefront Deployer Guide for more detailed information.
Delete retired extensions from deployment database By design, the Services Extension Compatibility Advisor will delete extensions made obsolete by version 7.7. However, it leaves the last step—removal of the extension name from the deployment database—up to you. If any extensions were deleted by the Advisor, you will be greeted by a warning message immediately after you log in to the admin site. Here’s an example:
Proceed to the Extensions page, check the box in front of each extension identified by a “Missing” icon beside its name, as shown here—
—and then click the Delete button at the top of the list. Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
8
Test custom extensions As noted in “Review Extensions,” above, it would be wise to confirm any custom extensions— built by you, Pageflex Services, or any other developer—continue to function as intended.
Update customized skins and strings The process for upgrading Pageflex Storefront deployments presumes that you may have customized the deployment skin and associated strings. Only the MasterTheme folder contents are replaced by the new upgraded version. All others are left untouched so as to not overwrite whatever modifications may have been made to them. To ensure deployments upgraded from versions 6, 7, and 7.5 are fully compatible with version 7.7’s new features and functionality you must therefore take specific steps to incorporate the latest CSS add-ons and text strings. If upgrading from 7.6.x, refer to Appendix A: Updates to Custom Skins & Strings, 7.6.x to 7.7 . If upgrading from 7.5.x, refer to Appendix B: Updates to Custom Skins & Strings, 7.5.x to 7.7 . If upgrading from 7.0.x, refer to Appendix C: Updates to Custom Skins & Strings, 7.0.x to 7.7 . If upgrading from 6.x, refer to Appendix D: Updates to Custom Skins & Strings, 6.x to 7.7 .
For 6.x or 7.0.x upgraders only: The following steps are only applicable to you if you are upgrading from a version prior to 7.5.
Port shipping field customizations to address book The shipping address book feature introduced in Pageflex 7.5 replaced nearly all of the predefined fields previously associated with a deployment’s shipping step. If you have added custom fields to your shipping step or have added conditional logic to the visibility of predefined fields, you must evaluate whether the additions are specific to the shipping step as a whole or to individual addresses (e.g., ShippingAddress3, ShippingAddress4). If the latter, you will need to recreate those fields and that logic within the address book, and remove them from the shipping step. You can add to and modify the address book’s predefined fields within the Address Book tab on the Profile Fields page of the Storefront admin site.
Port settings associated with retired Services extensions Two extensions previously made available from Pageflex Services, Data List Preview and Quantity in Shopping Cart, have been retired now that their functionality is incorporated into version 7.7. However, if you used either of these extensions you will need to manually configure the corresponding settings in deployments upgraded to 7.7. Data List Preview extension users must select a data list preview job in each product that requires it, and then configure the number of records to preview within that product’s Data List step. Quantity in Shopping Cart extension users will need to activate the “Show editable quantity” column setting in the Shopping Cart tab of the Site Options page.
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
9
Thank you for choosing Pageflex! Copyright © 1998-2011 Bitstream Inc., Marlborough, MA. All rights reserved. Images in Pageflex Samples are used by permission; they are the property of their copyright holder, and are not intended for redistribution. Bitstream Inc., 500 Nickerson Rd., Marlborough MA 01752-4695 Worldwide phone number: +1 617 520 8600 Phone number in the U.S. and Canada: 800-551-0549 Internet: www.pageflex.com
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
1.
1.
OVERVIEW................................................. OVERVIEW ........................................................................................................ ................................................................ ......... 1
2.
REVIEW YOUR EXTENSIONS............................................................... EXTENSIONS....... ............................................................................ .................... 2
3.
MAKE BACKUPS ............................................... ................................................................................................... ......................................................... ..... 2
4.
UNINSTALL OLD PAGEFLEX SOFTWARE................................... SOFTWARE............................................................... ............................ 3
5.
INSTALL NEW PAGEFLEX SOFTWARE ........................................................... ................................................................... ........ 3
6.
ACTIVATE LICENSING................... LICENSING.......................................................................... ........................................................................... .................... 3
7.
CONNECT TO THE SERVER DATABASE DATABASE ............................................................ ................................................................. ..... 3
8.
TEST DEPLOYMENTS DEPLOYMENTS IN LEGACY LEGACY MODE......................... MODE................................................................ ....................................... 5
9.
UPGRADE DEPLOYMENTS .................................................... ....................................................................................... ................................... 5
10.
REVIEW AND TEST UPGRADED UPGRADED DEPLOYMENTS .................................................. 7
Overview Upgrading Pageflex Storefront involves upgrading your Pageflex Server software and associated database, and then upgrading each of your Pageflex Storefront deployments. Please note, system requirements have changed with this release: please refer to the Pageflex 7.7 ReadMe for details. If any of the steps in the upgrade process seem unclear, or you need guidance with your particular configuration, configuration, please contact Pageflex Support ([email protected] ( [email protected] ). Once you complete the upgrade, your deployments will look and behave just as they did before, but you will be able to take advantage advantage of the latest features and changes. This upgrade guide is for Pageflex Storefront customers who are upgrading to Pageflex 7.7 from a previous version. If you are a Pageflex Server customer but do not have a license for Storefront, Guide. please refer to the upgrade instructions found in the Pageflex Server 7.7 Upgrade Guide. For valuable information about the contents of this release, refer to the Pageflex 7.7 ReadMe. We recommend pre-flighting deployment deployment upgrades on a development or test server. The Pageflex Storefront Deployer Guide, Chapter 19, explains how to copy and move deployments for just this purpose. If you do not already have a development license, license, request one from [email protected] [email protected].. Pageflex Storefront Storefront 6 or 7 Customers If you are currently using Pageflex Storefront 6.x, 7.0.x, 7.5.x, or 7.6.x then you may upgrade to version 7.7 according to the process described on the following pages. Pageflex Storefront Storefront 3 or 5 Customers If you are running Storefront 3.1 or 5.x, you cannot upgrade directly to Storefront 7.7. Rather, you must first perform intermediate upgrades. Please contact Pageflex Support for details.
2
2.
Review Your Extensions How you handle Storefront extensions during the upgrade depends on the type you are using. When upgrading deployments with the Deployment Wizard, you will be asked for permission to run the Services Extension Compatibility Advisor. This utility compares the installed extensions with the latest versions available and provides you with a full report on which, if any, of your currently installed extensions require further upgrades, and how to obtain the updated versions.
Integrated Storefront Extensions Integrated extensions are installed with Pageflex Storefront and are included with each deployment. These extensions have the word “Integrated” as part of their name and can be found on the Extensions page of the Pageflex Storefront Administrator. Some free extensions previously available through Services or Support are now integrated into Storefront 7.7. If you have such extensions, they will automatically be moved and updated during the upgrade process. The Services Extension Compatibility Advisor will report this as well.
Extensions developed by you or other third parties If you, your staff, or other third parties have developed custom Storefront extensions that employ SXI/SINI calls, you may have to upgrade them to be compatible with version 7.7. They can be left in place during the installation of Pageflex 7.7 software, and should continue to work in legacy deployments just as they did previously. However, you should thoroughly test any custom extensions used by upgraded deployments within a debugger-equipped development environment before attempting to upgrade production deployments to the latest version. If you do not yet have a development license you should submit a written request to [email protected] to obtain one for free. The new and altered API methods that could impact your custom extensions are all fully documented; refer to the Programming Reference Guide installed with this version (Start > All Programs > Pageflex > Server 7.7 > Documentation) for details.
All other extensions from Pageflex Services While many of the custom extensions developed by Pageflex Services have been upgraded to be compatible with version 7.7, the Services Extension Compatibility Advisor will inform you of any exceptions. Please do not proceed with upgrading production deployments to version 7.7 until you have confirmed all of your required extensions are compatible with this version.
3.
Make Backups It is vitally important to backup all of your Storefront deployment’s associated resources to be well prepared to roll back to your pre-upgrade deployment should anything malfunction during or after the upgrade to 7.7. Follow these three steps:
Export an XML database for each deployment. Choose Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard. Select the “Manage an existing deployment” option, and then “Export the deployment database as an XML file.” The exported files will contain the deployment’s entire database contents, including product definitions, groups, user accounts, order history, and event logs. Logs may optionally be saved to a separate file to reduce the database footprint on your hard drive. (No
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
3 order or billing history is contained within these logs—they only track events for troubleshooting purposes.)
4.
Make backup copies of each deployment’s entire WebPages directory. The default location for this is Pageflex\Deployments\[DeploymentName]\WebPages. This backup should capture all your themes, string resources, ASPX and HTML files. Create backup copies of the deployments’ SQL database files. Use Microsoft’s SQL Server Management Studio to accomplish this important task.
Uninstall Old Pageflex Software Deactivate Pageflex Server from within Server Administrator (Machine > Deactivate This Host), or right-click on the purple Pageflex icon in Windows’ system tray and select “Deactivate This Host…”. Then select Add or Remove Programs from Windows’ Control Panel and uninstall Pageflex Server (and Pageflex Studio, if present). After removal is complete, please reboot your system. Please note that your existing Storefront deployments and virtual directories will remain in their original locations, so it isn’t necessary to move or copy any of these files to new locations. If you have more than one machine in your Pageflex cluster, uninstall Pageflex Server from each machine before proceeding, making sure to reboot every time. Then perform the following three steps on the machine with the dongle attached (the licensing server). Finally, repeat those steps (5, 6, 7) on the rest of the machines in your cluster.
5.
Install New Pageflex Software Run the version 7.7 Setup.exe file from the downloadable Install kit. Click on “Licensing Hardware Key Drivers” to install the latest dongle drivers required for licensing. After this is complete, click on “Pageflex Server 7.7 Applications” to install the server components needed for your Pageflex Storefront upgrade. The InstallShield Wizard will take you through the steps needed to specify your installation directory and copy necessary files. If .NET 4.0 is not yet installed on your machine, it will be installed and configured for you. While this happens the install process may appear frozen; after a few minutes, however, it will resume. Installation of .NET must not be interrupted. When the Wizard has finished, exit the Pageflex Setup.
6.
Activate Licensing Launch the Deployment Wizard (Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard). The Wizard will, in turn, run the Pageflex Licensing Administrator to activate your license. Close the Licensing Administrator’s dialog box after confirming your licensing is active. (If you need to reconfigure licensing in future, see Chapter 3 of the Pageflex Server Guide for help.)
7.
Connect to the Server Database After activating licensing, the Deployment Wizard will try to re-establish a connection to your cluster’s Pageflex Server SQL database, the main database for all Pageflex Server interactions. This
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
4 “clusterbase,” as it is also known, is entirely separate from any of the databases used by your Storefront deployments. If the Wizard is able to locate and reuse the clusterbase connection file from the previous version (which is deliberately left on the file system when uninstalling Pageflex Server), it will display its Create or update a deployment page. In that event you may skip straight to section 8, “Test Deployments in Legacy Mode,” below. If, however, the clusterbase connection file cannot be found, the Wizard will search in SQL for the existing Server SQL database and ask whether you wish to continue to use it, as shown:
Click Yes. The database will be upgraded to version 7.7 as a background process—that is, one without a progress indicator. (If you click No, you will be prompted to create or identify the cluster database. See the next topic, below.) This upgrade process can take anywhere from a few minutes to an hour, depending on the size of the database. When the database upgrade is finished, the Create or update a deployment page of the Deployment Wizard will be automatically displayed. Now go to section 8, below, “Test Deployments in Legacy Mode.” If you do not want to test in legacy mode and instead want to immediately upgrade your deployments, skip to section 9 below, “Upgrade Deployments.”
If you click No and choose to connect with a different database If you click No when prompted to upgrade your database, the Pageflex Server Database Connection Required dialog box will be displayed.
(Reminder: This dialog box refers to your host’s Server cluster SQL database, the main database for all Pageflex Server interactions—it does not refer to your Storefront deployment databases.) Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
5 Click Launch Database Connection Wizard and follow the steps to connect with another Server database in use with the previous Pageflex Server software, or to create a new one. For help on this topic, see the instructions in Chapter 4, “Configuring and Managing the Pageflex Cluster Database,” in the Pageflex Server Guide. Once you have finished establishing your Pageflex Server database, and have an active configuration, go to the next section, “Test Deployments in Legacy Mode”. If instead you want to immediately upgrade your deployments, go to the “Upgrade Deployments” section following.
8.
Test Deployments in Legacy Mode Once a Pageflex Server database and licensing are active, we recommend you test your Storefront deployments and Extensions in legacy mode. Open them just as you would in the previous version. Your deployments will run with their original set of features.
9.
Upgrade Deployments When you are ready to upgrade the deployments to version 7.7, launch the Deployment Wizard again from Start > All Programs > Pageflex > Server 7.7 > Deployment Wizard. You should see the Wizard’s Create or update a deployment page, like this:
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
6 Select Upgrade deployments to the current version , and click Next. On the next page select the specific deployment you want to upgrade (it is highly recommended that you upgrade your deployments one at a time):
You can check any of the three options shown above. It’s a good idea to check Before upgrading also backup deployment database(s) using SQL Server backup . Note that your SQL login account must have Backup Operator Permissions to use the SQL Server backup option. You also need DB Owner permissions to restore the backup if the upgrade fails. If you want to work with a smaller database (which takes less time for the upgrade process), and do not need the old logs in the deployment itself, choose Backup logs to a separate file and omit them from the upgrade . (Note that these logs do not refer to your order history. The order history is always included with the backup file.) The third option, Upgrade with database XML file , is used more often when moving a deployment from one host to another, rather than upgrading a deployment in place.
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
7 Click Next and, when the prompt to run the Services Extension Compatibility Advisor appears, as shown below, click Yes.
The Advisor compares the extension versions in your deployment(s) with the list of known extension versions housed on a Pageflex corporate server. It then displays a summary of which extensions may need updating. If all the extensions are compatible with 7.7, click Next and the deployment upgrade process will commence. This may take more than few minutes, depending on the performance characteristics of your host machine. Note: Do not interrupt the Deployment Wizard while the upgrade is in process, no matter how long it may take.
After completing the upgrades, fresh browser windows will be opened and the Storefront Administrator Login pages will be displayed for each deployment.
10. Review and Test Upgraded Deployments Log in to each Storefront site and test it. Each deployment should look and behave as it did before the upgrade. Please refer to the Pageflex 7.7 Read Me for a summary of new features, and to the Pageflex Storefront Deployer Guide for more detailed information.
Delete retired extensions from deployment database By design, the Services Extension Compatibility Advisor will delete extensions made obsolete by version 7.7. However, it leaves the last step—removal of the extension name from the deployment database—up to you. If any extensions were deleted by the Advisor, you will be greeted by a warning message immediately after you log in to the admin site. Here’s an example:
Proceed to the Extensions page, check the box in front of each extension identified by a “Missing” icon beside its name, as shown here—
—and then click the Delete button at the top of the list. Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
8
Test custom extensions As noted in “Review Extensions,” above, it would be wise to confirm any custom extensions— built by you, Pageflex Services, or any other developer—continue to function as intended.
Update customized skins and strings The process for upgrading Pageflex Storefront deployments presumes that you may have customized the deployment skin and associated strings. Only the MasterTheme folder contents are replaced by the new upgraded version. All others are left untouched so as to not overwrite whatever modifications may have been made to them. To ensure deployments upgraded from versions 6, 7, and 7.5 are fully compatible with version 7.7’s new features and functionality you must therefore take specific steps to incorporate the latest CSS add-ons and text strings. If upgrading from 7.6.x, refer to Appendix A: Updates to Custom Skins & Strings, 7.6.x to 7.7 . If upgrading from 7.5.x, refer to Appendix B: Updates to Custom Skins & Strings, 7.5.x to 7.7 . If upgrading from 7.0.x, refer to Appendix C: Updates to Custom Skins & Strings, 7.0.x to 7.7 . If upgrading from 6.x, refer to Appendix D: Updates to Custom Skins & Strings, 6.x to 7.7 .
For 6.x or 7.0.x upgraders only: The following steps are only applicable to you if you are upgrading from a version prior to 7.5.
Port shipping field customizations to address book The shipping address book feature introduced in Pageflex 7.5 replaced nearly all of the predefined fields previously associated with a deployment’s shipping step. If you have added custom fields to your shipping step or have added conditional logic to the visibility of predefined fields, you must evaluate whether the additions are specific to the shipping step as a whole or to individual addresses (e.g., ShippingAddress3, ShippingAddress4). If the latter, you will need to recreate those fields and that logic within the address book, and remove them from the shipping step. You can add to and modify the address book’s predefined fields within the Address Book tab on the Profile Fields page of the Storefront admin site.
Port settings associated with retired Services extensions Two extensions previously made available from Pageflex Services, Data List Preview and Quantity in Shopping Cart, have been retired now that their functionality is incorporated into version 7.7. However, if you used either of these extensions you will need to manually configure the corresponding settings in deployments upgraded to 7.7. Data List Preview extension users must select a data list preview job in each product that requires it, and then configure the number of records to preview within that product’s Data List step. Quantity in Shopping Cart extension users will need to activate the “Show editable quantity” column setting in the Shopping Cart tab of the Site Options page.
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
9
Thank you for choosing Pageflex! Copyright © 1998-2011 Bitstream Inc., Marlborough, MA. All rights reserved. Images in Pageflex Samples are used by permission; they are the property of their copyright holder, and are not intended for redistribution. Bitstream Inc., 500 Nickerson Rd., Marlborough MA 01752-4695 Worldwide phone number: +1 617 520 8600 Phone number in the U.S. and Canada: 800-551-0549 Internet: www.pageflex.com
Pageflex Storefront 7.7 Upgrade Guide
May 31, 2011
