General

In the following sections you will find instructions for upgrading from older Intrexx versions to IntrexxSteadyTrack.

The instructions are based on Windows with a graphical interface. Upgrades based on Linux with a graphical user interface are performed in a similar manner.

The upgrades can also be performed in the terminal. In Windows, the file consolesetup.bat must be executed. In Linux, the setup.sh file must be executed.

Backup

Before updating or upgrading, you should perform a full backup of the Intrexx and database server. You should use data backup software that can completely back up and restore the system. So that Intrexx can be backed up accordingly, all Intrexx services need to be stopped. The "Intrexx installation directory", the "Intrexx portal directory" as well as external "File storage locations" and the "Database" can then be backed up. The database backup and the Intrexx backup need to have the same state. Changes should not be made to applications or data records during the backup process. As a supporting measure for backups, we recommend automatically scheduling the creation of portal exports. In some cases, a portal export provides a faster and low-effort option for restoring data. However, it is imperative that you know that a portal export is not a full data backup and cannot replace one of these. As a supporting measure for data backups, we recommend scheduling portal exports, since the effort required to restore a portal via a portal export is usually less.

Upgrading an existing installation

You can install Intrexx in a directory where a previous version has already been installed. A key advantage of this approach is that all existing configurations from the previous Intrexx version are kept.

Use parallel installation

You can install Intrexx in a new directory and then transfer your portal from an earlier Intrexx version to Intrexx. It is common for an upgrade to be installed in a new directory with a planned server change. The new version is installed on a new stand-alone server and the old portal is transferred to the new system via portal export or import. The benefit here is that the system is clean and created without any old burdens. The new system can be migrated completely, and the previous system is still available. The switch to the new server is only made when it is ready to go live. Please note that this variant requires all configurations on the server to be recreated (web server, database, system authorizations, etc.).
The following provides an overview of one possible approach to a parallel installation. It represents an upgrade from Intrexx 19.03 to Intrexx Steady Track.

Key steps

1. Install Intrexx Intrexx Steady Track. Create a development portal.

2. Execute a portal export from Intrexx 19.03 and import it into the Intrexx Steady Track development portal.

   

3. Test your applications in Intrexx Steady Track.
   
   Make adjustments to the applications if necessary.
   
   Your current Intrexx 19.03 live portal is still operational and can be accessed by your users. Any data recorded will (continue to) be saved in the previous Intrexx version.

4. Create a Intrexx Steady Track productive portal.
   Perform a new portal export from Intrexx 19.03 to the Intrexx Steady Track productive portal.

   

5. If you have had to make adjustments to the applications, transfer them from the Intrexx Steady Track development portal to the Intrexx Steady Track production portal.

   

6. You can now use the Intrexx Steady Track productive portal as an "active" portal.

7. It is generally advisable to create a test portal in addition to a production and development portal.
   
   To do this, you can perform a portal export from the Intrexx Steady Track productive portal and then import it into the previously created test portal.