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During the upgrade process, you must use the default application user, mzadmin, and correct password whenever you are prompted to enter it.

The preparation steps will not affect the running system and can be done in advance.

Note

Note!

For users who have custom agents created in Development Toolkit:

If you have custom agents created using Development Toolkit, these agents cannot be included in the upgrade. For information on how to remove them before proceeding with the upgrade procedure, see Upgrade and Downgrade in Installation and Setup in Development Toolkit User's Guide

Note

Note!

For systems using Configuration Spaces:

Configuration Spaces is replaced with the new Workflow Packages functionality. Prior to upgrading make sure to export the configuration from inactive configuration spaces that you want to keep, as only the active space is carried across during the upgrade process.

For further information regarding Configuration Spaces, and how to use them, please refer to Configuration Spaces in the  version 8.3 documentation

Before proceeding with the upgrade, make the following preparations:

  1. Verify that you are running version 8.3.0.0 or later. You can check the current version by opening the About window in the Desktop, where the current version is listed in the Pico Version section. If the system is running an earlier version, you need to upgrade it to an 8.3.x version first. See the documentation space for the version you are currently running for more information.
      

  2. Install either Oracle JDK 17 or OpenJDK 17 the server(s) where the Platform Container and Execution Containers are running.

  3. Verify that the System Requirements are met. If the operating system, or database need to be upgraded, this should be done prior to the upgrade. This has to be done for all machines that are hosting the system.

  4. Ensure that the environment variables are set correctly:

Excerpt

Variable

Description

MZ_HOME

This environment variable specifies where the software is installed.

JAVA_HOME

This environment variable specifies where the JDK is installed.

PATH

This environment variable specifies the search path and must contain the following directories:

$JAVA_HOME/bin:$MZ_HOME/bin

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Example - Setting environment variables

Code Block
$ export MZ_HOME=/opt/mz 
$ export JAVA_HOME=//Library/Java/JavaVirtualMachines/jdk-17.0.2.jdk/Contents/Home
$ export PATH=$JAVA_HOME/bin:$MZ_HOME/bin:$PATH
  1. Make a backup of all your configurations with System Export. This can be done either in Desktop, which is described in System Exporter or by using the mzsh systemexport command:

    Code Block
    $ mzsh mzadmin/<password> systemexport <backup directory>/<filename>
    Info
    titleUse of System Export File

    The exported configurations might be needed in order to be able to perform a downgrade.

  2. Make an online backup of the database(s). For further information regarding how to perform an online backup, see Preventive Maintenance Procedures.
    Note! If you are upgrading from 8.3.x, you can find the database backup instructions in the documentation for 8.3 as the procedure may differ from that of 9.x.

  3. If you are upgrading from 8.x, it is important to make a backup of MZ_HOME for rollback purposes.

    To make a backup of your MZ_HOME, you can use the following command:

    Note
    titleNote!

    Ensure that you have shutdown your platform and all executions prior to the backup.

    Code Block
    $ cd $MZ_HOME/../
    $ tar -zcvf mzhome_backup.tgz <MZ_HOME directory>
    $ mv mzhome_backup.tgz <backup directory>
    Info
    titleUse of MZ_HOME backup

    The MZ_HOME backup might be needed in order to be able to perform a rollback in case upgrade failure.

  4. If you are performing an upgrade of a system with large configurations, you may need to increase the maximum number of file descriptors.

    Info
    titleExample - Changing the maximum number of file descriptors on Linux


    Code Block
    languagetext
    themeEclipse
    $ cat /proc/sys/fs/file-max
    5000 
    $ su - root 
    Password: 
    $sysctl -w fs.file-max=100000 


  5. Create a directory to use when unpacking this release and future releases. For the purpose of these instructions, this designated directory is referred to as the staging directory.

    Note
    titleNote!

    The staging directory should not be the same directory as the one you created and set up as the MZ_HOME directory.

  6. Place the *.tgz file from your release delivery into the staging directory.

  7. Use a command line tool, go to the staging directory, and unpack the *.tgz file by running the following command:

    Code Block
    $ tar xvzf <filename>.tgz

    A directory is then created in the staging directory, containing the software to be installed. For the purpose of these instructions, this directory is referred to as the release content directory.

  8. Now copy the MZ license file into the release content directory.

    Code Block
    $ cp mz.license <release content directory>

  9. Enter the release content directory and prepare the install.xml file by running the following command:

    Code Block
    $ cd <release content directory>
    $ ./setup.sh prepare

    The *.mzp packages have now been extracted, and the install.xml has been extracted into the release content directory. The install.xml file will automatically be populated with information from your existing installation.

Note

Refer Platform Properties to know more about these properties and their default values.

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MD9:Upgrade Platform Container
MD9:Upgrade Platform Container
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Important!

If your existing MZ_HOME platform database is configured to use other database type rather than the default Derby, you need to check and update the respective database related properties from the install.xml file to match your current setup.

Oracle

The following properties require manual update:

<property name="install.ora.jdbc.user" value="mzadmin"/>
<property name="install.ora.jdbc.password" value="mz"/>

<property name="install.ora.owner" value="mzowner"/>
<property name="install.ora.password" value="mz"/>
<property name="install.ora.host" value="localhost"/>
<property name="install.ora.size" value="small"/>
<property name="install.ora.port" value="1521"/>
<property name="install.ora.home" value="/opt/oracle"/>
<property name="install.ora.sid" value="MZ"/>

See Properties for Oracle for details.

PostgreSQL

See Properties for PostgreSQL for details.

SAP HANA

See Properties for SAP HANA for details.

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Important!

If you are upgrading from 9.0.0.0 or 9.0.1.0 and using other database type rather than the default Derby, then you need to manual copy the database 3pp jar to the $MZ_HOME/3pp folder prior the upgrade.

However this is not required if your current running version is 9.0.2.0 onwards.

Note

Note!

If you are upgrading from 8.x and using Oracle as system database, it is recommended to use Oracle 19c (19.20.0.0) JDBC driver which is the official supported version by 9.x.

The jar file can be downloaded from https://www.oracle.com/database/technologies/appdev/jdbc-downloads.html