This document will guide you through the steps you must follow to upgrade your older copy of Jive Forums to the 5.0.x series of releases.

Warning It is highly recommended that you backup your data and configuration files before performaning an upgrade. If possible, you should try an upgrade in a test environment before upgrading your production server.

To upgrade your installation of Jive Forums, start by choosing your current version.

Upgrades within the Jive Forums 5.0.x series

Upgrades within the 5.0.x series are straightforward. There are no database upgrade scripts needed. The simplest way to upgrade is to deploy the new WAR from the distribution -- this ensures you'll be using all the latest code and latest web files (JSP pages, images, etc). Note, it will be necessary to set the jiveHome directory in the war file before deploying it. For more information about setting the jiveHome directory see the rest of the documentation included with this distribution.

Jive Forums 4.1.x or later to 5.0.x

First, backup your existing installation. This includes all application files (the webapp), configuration files (the jiveHome directory) and your database.

Next, read the specific instructions for upgrading your database, and run the appropriate database upgrade scripts. Check out the database/upgrade/xxx directory where "xxx" is the name of your database. If a README.txt file exists, be sure to read it first -- it is critical to a successful upgrade. Next, run the appropriate scripts. If your database is not listed there, please contact us. Scripts for most major databases are included and if they're not, they're likely coming in one of the next maintenance releases. If you do not have a database script to upgrade your tables you'll need to stop the upgrade process for now.

Next, replace your existing web-application with the one from the distribution. Be sure that you set the path to your existing jiveHome directory, which may be set in web.xml or the WEB-INF/classes/jive_init.xml file, among other places. See the installation documentation for more information about setting the jiveHome directory.

Next, put the new jive.license file that was sent to you via email or downloaded from the Jive Software online customer account portal into the jiveHome directory. This is required because the license format has changed for this release of Jive Forums -- a 4.x license won't work. If you're evaluating Jive Forums you can get an evaluation license or you can login to your customer account at Jive Software and download the license. If you have any questions about this please contact us and we'll respond promptly.

Finally, you'll need to run the online upgrade tool to update the Jive configuration settings for the new application. Using a web browser access http://yourserver/jive/admin/upgrade/ where 'yourserver' is the IP or dns address of the server on which Jive Forums is installed and 'jive' is the name of the web-application in which Jive FOrums is installed.

Jive Forums 4.0.x to 5.0.x

Follow the instructions listed in the 4.1 upgrade section. However, before running the 4.1 database upgrade script, you must upgrade your database to the 4.1 version. You can find upgrade scripts in the database/upgrade/xxx directory of the distribution where "xxx" is the name of your database. The script will be named "jive_forums_[database]_upgrade_4_0_to_4_1.sql", where [database] is the name of your database.

Jive Forums 3.2.2 or later to 5.0.x

Follow the instructions listed in the 4.0 upgrade section. However, before running the 4.0 database upgrade script, you must upgrade your database to the 4.0 version. You can find upgrade scripts in the database/upgrade/xxx directory of the distribution where "xxx" is the name of your database. The scripts will be named "jive_forums_[database]_upgrade_3_2_to_4_0.sql", where [database] is the name of your database.

NOTE: If you have custom extensions to Jive Forums (ie, custom user or group integrations or custom filters or interceptors) then you'll need to verify those changes still work and will comiple against the Jive Forums 5 APIs. Once you've verified this make sure to copy these extensions into your new 5.x environment. If you fail to do this and, for example, you've written a custom filter you'll get an error on startup when that custom filter class fails to load.

Jive Forums 3.0.x-3.2.1 to 5.0.x

Follow the instructions listed in the 3.2 upgrade section. However, before running the 3.2 to 4.0 database upgrade script, you must upgrade your database to the 3.2.2 version. You can find upgrade scripts in the database/upgrade/archived directory of the distribution. The script will be named "jive_forums_[database]_upgrade_3_0_to_3_2_2.sql", where [database] is the name of your database.

Jive Forums 2.5.x-2.6.x to 5.0.x

Follow the instructions listed in the 3.0 upgrade section. However, before running the 3.0 to 3.2.2 database upgrade script, you must upgrade your database to the 3.0 version. You can find upgrade scripts in the database/upgrade/archived directory of the distribution. The script will be named "jive_forums_[database]_upgrade_2_5_to_3_0.sql", where [database] is the name of your database. ! Special Note for Oracle Users: Please read the Oracle upgrade script carefully before executing it. It requires a minor edit to include the username, password and SID you use for your database.