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This document outlines all required incremental steps that an existing Jama Connect 8.x customer should go through to successfully upgrade their self-hosted installation of Jama Connect.

Step 1: Make Backups and Inform Users of Downtime Prior to Upgrading

1. Database backup
   1. My SQL - take a mySQL dump
   2. SQLServer - proprietary dump
      
      
2. Data directory backup
   1. Make a copy of the data directory and store in location
      
      
3. Replicated Snapshot
   1. Option in Replicated Admin Console; check yes to save settings to revert back to in cases of rollback
      
      
4. Prepare for maintenance mode and create customer downtime plan

Step 2: Overview the Upgrade Plan with Your Jama Consultant

Review the following high level steps with your Jama Consultant to fully understand roles/responsibilities:

1. Put Jama Connect into maintenance mode and ensure users were notified of planned outage (Customer)
2. Perform step upgrade activities (Customer)
3. Once on the targeted upgrade version, log in as the root user and then perform a full re-index
4. Disable maintenance mode and release Jama Connect to users
   
   
   

Step 3: Confirm System Requirements

Step 4: Commence Step Upgrade(s)

8.x to 8.36.0 Upgrade Checks

1. Run curl -sSL "https://get.jamasoftware.com/docker?replicated_tag=2.32.2" | sudo bash -s no-auto.
   • This updates both Docker and Replicated, and readies the Jama Connect upgrade to version 8.36.0.
     
     
2. Visit the Replicated admin console, then check for updates and commence the upgrade by clicking on the link for version 8.36.0
   • Instructions can be found in the Jama Connect User Guide HERE

8.36.0 to 8.49.0 Upgrade Checks

1. The sysctl.conf file must be edited through - /etc/sysctl.conf
   • Instructions can be found in the Jama Connect User Guide HERE
     
     
2. Run curl -sSL "https://get.jamasoftware.com/docker?replicated_tag=2.42.5" | sudo bash -s no-auto
   • This updates both Docker and Replicated, and readies the Jama Connect upgrade to version 8.49.0
     
     
3. Visit the Replicated admin console, then check for updates and commence the upgrade by clicking on the link for version 8.49.0
   • Instructions can be found in the Jama Connect User Guide HERE
     
     

8.49.0 to 8.62.4 Upgrade Checks

1. Visit the Jama Connect 8.62.4 Self-Hosted Release Notes page to update your database per the outlined NEW database requirements (including schemas and possible additional database details).
   • Instructions for both MSSQL and MySQL are outlined in this doc.
   • Please make sure to follow all instructions outlined, based on the database that you are using!
     
     
2. Run curl -sSL “https://get.jamasoftware.com/docker?replicated_tag=2.51.0" | sudo bash -s no-auto
   • This updates both Docker and Replicated, and readies the Jama Connect upgrade to version 8.62.4
     
     
3. Visit the Replicated admin console, then check for updates and commence the upgrade by clicking on the link for version 8.62.4
   • Instructions can be found in the Jama Connect User Guide HERE
     
     

8.62.4 to Current Release Upgrade Checks

1. When upgrading to the current version, Jama stops supporting MySQL versions prior to MySQL 8
2. Run curl -sSL “https://get.jamasoftware.com/docker?replicated_tag=2.53.2" | sudo bash -s no-auto
   • This updates both Docker and Replicated, and readies the Jama Connect upgrade to the current version
     
     
3. Visit the Replicated admin console, then check for updates and commence the upgrade by clicking on the link for the current version
   • Instructions can be found in the Jama Connect User Guide HERE
     
     

Step 5: Final Upgrade Steps

1. Once you are on the targeted upgrade version, please log in as the root user then perform the steps outlined HERE to re-index. 
   • You do not need to re-index after each incremental upgrade, only once you have attained your targeted upgrade version
     
     
     

Troubleshooting Tips/One-Off Scenarios

Unable to Find Updated Versions Available to Upgrade to

• Contact Jama Customer Support
  
  

Reindexing Failures or Errors

• Update Advanced Startup Settings
  • jmsactivemq.memoryusage=2048000000
  • jamasearch.reindexBrokenItemThreshold=10000000
  • jamasearch.enabled=true
  • jamasearch.backgroundbatchindex.enabled=true
  • jamasearch.multithreadindex.chunksize=500
  • jamasearch.multithreadindex.enabled=true
  • jamasearch.multithreadindex.poolsize=5

Docker-Specific Errors or Issues

• Try these commands to ensure that the recommended Docker version is in the repo for production
  • yum list docker-ce --showduplicates
  • yum-config-manager \
  • --add-repo \