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Upgrading from Fredhopper 7.1.2 to 7.5.x

When upgrading from SmartTarget 2011 SP2 to upgrade your Fredhopper version, make a capture your configuration files and upgrade to the latest version of the Fredhopper Deployment Package. You then need to reinstall your configuration files and install the Experience Optimization API extensions and Kettle job.

About this task

The following variables are used in this section:
VariableDescription
BASE_DIRECTORYThe Fredhopper Deployment Package base directory such as C:\fredhopper. Execute scripts in the base directory of the server.
INDEXERThe name of your Index Server specified in the topology.txt file.
CATALOGThe name of your default universe.

Procedure

  1. Open a command prompt and navigate to fredhopper\instance\FAS\.
  2. Stop the Index Server by entering the following command:
    bin\stoploader
  3. Stop the Query Server by entering the following command:
    bin\qserver stop
  4. Capture the instance configuration:
    • On Windows, run the following command:
      bin\capture -d PATH/ -c
    • On UNIX, run the following command:
      bin/capture -d PATH/ -c
    where PATH is the file system folder where you want create the file to use. Ensure that the output folder exists.
    The capture command generates a ZIP file using the format MACHINE-ciD-TIMESTAMP.zip, where MACHINE is the name of this machine and TIMESTAMP identifies the moment the file was created, in the specified location.
  5. Rename your Fredhopper installation folder.
  6. Download and install the Fredhopper Deployment Package.
  7. Edit your topology.txt file to identify your , for example:
    INDEXER|localhost|1|-|Indexer and Preview environment for demo setup
    QUERY|localhost|2|INDEXER|Live Query Server for demo setup
  8. Run the following command to start your deployment agent:
    bin\deployment-agent
  9. Run the following command to create your Fredhopper cluster:
    bin\setup-cluster
  10. Create the following directories:
    1. In the BASE_DIRECTORY\data\instances\INDEXER directory, create a directory called \custom.
    2. In the BASE_DIRECTORY\INDEXER\data\fas-xml-incremental\ directory, create a directory called the name of your universe.
    3. In the BASE_DIRECTORY\INDEXER\data\fas-xml\ directory, create a directory called the name of your universe.
  11. Import the instance configuration:
    • On Windows, run the following command:
      bin\capture-import INDEXER PATH/SmartTarget_upgrade.zip
    • On Unix, run the following command:
      bin/capture-import INDEXER PATH/SmartTarget_upgrade.zip
  12. In previous releases, the styles\ folder applied Experience Optimization styling to the Business Manager. In this release, the Business Manager is no longer used to create Promotions. Because of this change, delete the styles\ folder in the location BASE_DIRECTORY\data\instances\INDEXER\config\styles\
  13. Go to your old Fredhopper installation and copy the XML files in the following directory:
    fredhopper\instance\FAS\data\xml\processed\batch
    Paste the files into the following folder:
    BASE_DIRECTORY\INDEXER\data\fas-xml\CATALOG
  14. Install the API extensions:
    1. Access the Experience Optimization installation media.
    2. From the installation media folder Content Delivery\roles\fredhopper\extensions\ folder, copy the following JAR files to BASE_DIRECTORY\data\instances\INDEXER\custom\:
      • smarttarget_api_extension.jar
      • configuration-management-rest-extension-VERSION.jar, where VERSION is one of the following, depending on the FAS version you have installed:
        Fredhopper Deployment Package version (on premise)VERSION inconfiguration-management-rest-extension-VERSION.jar
        7.5.0.x1.0
        7.5.1.x1.1
        7.5.2.x1.1
  15. Add the Kettle job to your Fredhopper installation:
    1. Access the Experience Optimization installation media.
    2. In the Fredhopper extensions\ folder, copy the STJob.kjb file to the following directory:
      BASE_DIRECTORY\data\instances\etl
  16. Run the following command to recreate the index:
    bin\reindex INDEXER
  17. Run the following command to update the configured live servers with the current index and configuration:
    bin\fresh-index-to-live INDEXER