General Information

In the following sections, you'll find instructions for upgrading from older versions of Intrexx toIntrexxSteadyTrack.

The instructions are based on Windows with a graphical user interface. Upgrades based on Linux with a graphical user interface are performed in the same way.

The upgrades can also be performed via the terminal. On Windows, you must run the consolesetup.bat file to do this. On Linux, you must run the setup.sh file.

Data Backup

Before performing an upgrade, you should run a full backup of the Intrexx server and the database server. To do this, you should use backup software that can back up the entire system and restore it. To ensure that Intrexx can be backed up properly, all Intrexx services must be stopped. You can then back up the "Intrexx installation directory," the "Intrexx portal directory," as well as external "file locations" and the "database." The database backup and the Intrexx backup must be at the same version. No changes may be made to the applications or data records during the backup. As a supplementary measure for data backup, we recommend setting up automatic, scheduled portal exports. In some cases, a portal export provides a faster way to recover data. However, please be sure to note that a portal export does not constitute a comprehensive data backup and cannot replace one. As a supplementary measure for data backup, we recommend setting up scheduled portal exports, since restoring a portal using a portal export generally requires less effort.

Upgrade an Existing Installation

You can install Intrexx in a directory where you have already installed a previous version. The main advantage of this approach is that all existing configurations from the previous version of Intrexx are preserved.

Use Parallel Installation

You can also install Intrexx in a new directory and then transfer your portal from the previous version to Intrexx. An upgrade to a new directory is often performed in conjunction with a planned server migration. The new version will be installed on a new, standalone server, and the old portal will be transferred to the new system via a portal export or import. The advantage of this is that the system is set up cleanly and free of legacy issues. The new system can be fully migrated, and the previous system will remain available. The switchover will take place only once the new server is operational. One thing to keep in mind with this option is that all configurations must be recreated on the server side (web server, database, system permissions, etc.).
The following overview outlines a possible procedure for a parallel installation. It is an upgrade from Intrexx 19.03 to Intrexx Steady Track.

Key Steps

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

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

   

3. Test your applications at Intrexx Steady Track.
   
   Make any necessary adjustments to the applications.
   
   Your current Intrexx 19.03 production portal is still in use and continues to be used by your users. Data that is collected is (still) stored in Intrexx 19.03.

4. Create an Intrexx Steady Track production portal.
   Perform another portal export from Intrexx 19.03 to the Intrexx Steady Track production portal.

   

5. If you had to make changes 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 production portal as your "active" portal.

7. In general, it is recommended to set up a test portal in addition to a production and development portal.
   
   To do this, you can export data from the Intrexx Steady Track production portal and then import it into the test portal you created earlier.