Procedure for upgrading a customer site

To upgrade a customer from Release<A> to Release<B>

Note: Release<A> should be Release<B> - 1. Never skip over a Release. If you have to, repeat the procedures for each release.

1. Create a test environment. In the event a test environment is not practial/feasible refer to AllphonesRel9UpgradePlan.

2. mkdir /u/cc.<B>/

3. mkdir /u/cc.<B>/TEST<B>

4. cp /u/cc/<CUSTOMER>/*.* /u/cc.<B>/TEST<B>

5. cp -r /u/cc/adm /u/cc.<B>

6. cp -r /u/cc/std/adm /u/cc.<B>/std/

7. Create a new user called test<B>.

8. Edit test<B>'s .bash_profile to export CCDIR=/u/cc.<B>

9. Perform upgrade on test environment.
10. Setup auto-posting for test environment
11. Ask customer to test the test environment.
12. When customer is happy with test environment, arrange time to perform upgrade. Preferably overnight.
13. Notify customer of upgrade and hope nothing went horribly wrong !!

To upgrade data and programs from Release<A> to Release<B>

1. Send all Release<B> programs, customised Release<B> programs, libraries, Release<B> standard company, the upgra<A> script and the upgra<B> script. Do NOT install. Place in a convienent location.

2. Disable all cron jobs (remember which ones so you can distinguish it later from those already disabled).
3. Ensure that all stores are fully synchronized with head office via polling.
4. Disable polling at store and head office.
5. Backup existing data and programs.

6. Send and install the latest Release<A> utitliy and update programs.

7. Check that running the upgra<A> script will not be a problem and run. If running the whole script may cause problems, manually run the appropriate steps. To check if the script will cause problems, check /u/ccr.A/std/update.log and /u/ccr.A/std/update.txt.

8. Check that the data is okay. Some functionalitiy may not work correctly due to changes in data updates.
9. Backup the company. This can useful if the following steps fail.
10. Backup the current programs.

11. Install new Release<B> programs, libraries and standard company. Make sure they have Read Write and Execute permissions.

12. Run the upgra<B> script.

13. Run mencmp /u/ccr.A/standard /u/ccr.B/<compdir>. This shows the differences between their menus and the standard. You may need to print this one out.

14. Save a copy of their menu.dat and copy a new one from standard.
15. Run meaad and manually port over their special changes to the new standard menu.
16. Transfer their terminal settings manually for every terminal they use.
17. Perform basic checks (eg. run sieat, run an aad program, etc.) on each company (conset into each one). Also run checkdb to confirm correct db structure.
18. Set permissions of data files to be writable by ALL users. For rel 11 and above set "Convert to upper case" to "n" in cocont
19. Run /u/cc/binl/link_cntrl
20. Re-enable and test polling
21. Re-enable all cron jobs you disabled earlier.
22. For conversion to rel 12 make sure to check parameters in tacont page 2 relating to tax included in the sale price.
23. For conversion to rel 13 make sure rounding parameters in prcont are correct.
24. When CSCART is used make sure prcont pricing level are "Price" IT WON'T WORK IF CUSTOMER USES DISCOUNT .
25. Test the programs extensively. Both functionally, and make sure it does not look like crap.

Common Problems

• Missing library files. You will typically see an error message like this:

  # drcont   drcont: error while loading shared libraries: XXXXX.so.XX: cannot open shared object file: No such file or directory 

  To fix this:
  • Find the RPM package that contains the required library file and install. In Fedora Core 3 onwards, use Yum.
  • Copy the file libupgrade_sam.tgz from Sam and extract to $CCDIR/lib/. Be careful as it will overwrite existing library files.
  • Edit the LD_LIBRARY_PATH variable in $CCDIR/usr/common.sh to include $CCDIR/lib/
• Incorrect version of libstdc++.so.6 To fix this:
  • Edit the LD_LIBRARY_PATH variable in $CCDIR/usr/common.sh to use library files in $CCDIR/lib/ first
  • Edit the LD_LIBRARY_PATH variable in $CCDIR/usr/common.sh to use library files in $CCDIR/lib/ last

Release 13 specific notes

• Make sure you copy the latest version of postcode.idx and put it in $CCDIR/adm/ (contains mixed case suburbs, etc).
• Make sure you go into terminal settings and change blank number of copies to 1 (blank means 0 or do not print) use setprno.sh script
• Make sure to run sturep and convert slash to dash and inform customer slashes are no longer allowed
• Make sure their statistical temporary column is properly separated.
• ssarep may not produce results - you may have to reindex caaad again.

• Check & populate if required the allowable company prefix in employee record

• For BODY conversion to rel 13 run catrep to set all current Cats "On Web" flag to n for OLBIS conversion check manually tacont page 2 tax no 14