Upgrading Your Web Server from ClientBase Browser Version 2.0 or Above to Version 2.1.1 Introduction Successful ClientBase Browser usage depends on proper hardware, setup and installation. This section walks you through the steps necessary to successfully upgrade from ClientBase Browser Version 2.0 or above to ClientBase Browser Version 2.1.1. Recommended Server Requirements * Windows 2003 Standard Edition * Pentium Dual Core, 2 GHz *1 GB RAM Minimum Server Requirements * Windows 2000 * Pentium III, 1GHz * 512MB RAM * Static IP Address Upgrade Process * 1 MB Internet Uplink Throughput Before beginning the upgrade steps below please verify the following software versions have already been installed: - Sun Java Software Development Kit Development Kit 6.0 (Update 12) - Install Apache Tomcat 6.0.16 - ClientBase Version 3.05 or higher Important Note: If you are running an older version of Tomcat that is relied upon by other applications, or has been previously configured for custom settings like SSL, we only recommend 7/23/09 1
you upgrade to a newer version of Tomcat at your own discretion. Our recommended steps for upgrading from an older version of Tomcat or Sun Java includes uninstalling the older version/s (see section to uninstall/reinstall below) first, and then installing the newer versions. NOTE ClientBase Browser agencies: The 3.05 ClientBase update must be coordinated with a CBB 2.1.1 update due to some database enhancements. If you install ClientBase 3.05 or higher without updating to CBB 2.1.1 you will receive an error message when attempting to log into CBB. If we host your CBB version, please email sync@trams.com so we can upgrade your browser copy. Have Correct Version of Apache Tomcat 6.0 and Sun Java Software 6.0? Here s How to Upgrade to CBB 2.1.1 1. Log into the server as an Administrator. 2. Download the CBB setup file (cbb_211_setup.zip) here: ftp://ftp.trams.com/pub/fullcd/cbb/cbb_211_setup.zip 3. If prompted, add ftp://ftp.trams.com to the list of "Trusted Sites." 4. Click Open and wait for download to complete. 5. Extract and copy cbb.war, InvoicePrint.exe, dll files to C:\Program Files\TRAMS\CBB (you may need to create this location or overwrite old files if present). 6. Browse to: http://localhost:8080/manager/html (or right-mouse click on link & save or open in Web browser). Note: If you changed the port, enter the correct port instead of 8080. 7. Enter the username and password for Apache Tomcat (default is admin with no password). 7/23/09 2
8. Scroll down to Applications, find /cbb ClientBase Browser and Undeploy. 9. Scroll down and Select WAR file to upload by clicking "Browse..." 10. Select C:\Program Files\TRAMS\CBB\cbb.war 11. Click Deploy. At end of deployment you will receive this message at top of the web page, "OK - Deployed application at context path /cbb." 12. Browse to: http://localhost:8080/cbb/setup/ (or right-mouse click on link & save or open in Web browser) 7/23/09 3
13. Enter "dontpanic" (without quotes) for the pass phrase. 14. Click Edit CBB Settings. 15. Confirm the JDBC URL points to your database. 16. Review the ClientBase help files section entitled, ClientBase Browser Version Configuration Settings for questions about the configuration settings. 17. Click Save. 18. Click Main Menu. 19. Click Done. Congratulations! You have successfully upgraded to ClientBase Browser Version 2.1.1. DO NOT HAVE Correct Version of Apache Tomcat 6.0 and Sun Java Software 6.0? Here s How to Install CBB 2.1.1 FOR THOSE WHO HAVE OLDER VERSIONS OF TOMCAT and/or SUN JAVA If you have an older version of Tomcat or Sun Java, you need to uninstall them first, and then proceed to CBB setup steps below to reinstall Tomcat, Sun Java, and reinstall ClientBase Browser. This section explains the uninstall of ClientBase Browser (any version). It is assumed that this server is solely used for ClientBase Browser. If other versions of Java and/or Tomcat are used by other applications, use these steps at your own discretion. Things to consider prior to uninstalling and older version of Tomcat or Sun Java: If you are already on Tomcat 6.0 and/or Sun Java Development Kit 6.0, you can skip the Uninstall and go back to the section entitled Have Correct Version of Apache Tomcat 6.0 and Sun Java Software 6.0? Here s How to Upgrade to CBB 2.1.1. If your SSL Certificate was installed directly into Tomcat, you must backup your certificate prior to the uninstall and restore to the newly installed version. If you have made any custom settings to your Tomcat/Sun Java configuration, these settings will be lost, and need to be reconfigured upon uninstalling/reinstalling. Backup your Tomcat and Sun Java Directory prior to beginning the following steps. 7/23/09 4
OVERVIEW: I. Uninstall Apache Tomcat II. Uninstall Sun Java Software Development Kit III. Remove Environment Entries IV. Remove CBB Properties V. Reinstall Apache Tomcat VI. Reinstall Sun Java Software Development Kit VII. Reinstall CBB Version 2.1.1 I. Uninstall Apache Tomcat 1. While logged into the server as an administrator, click Start Control Panel/Add or Remove Programs. 2. Select Apache Tomcat, and click "Change/Remove." 3. Confirm Uninstall, and click "Yes." 4. Confirm Uninstall, and click "Uninstall." 5. In the "Remove all..." dialog, click "Yes." 6. Click "Close." 7. Repeat for all versions of Tomcat. II. Uninstall Sun Java Software Development Kit 1. While logged into the server as an administrator, click Start Control PanelAdd or Remove Programs. 2. Select "J2SE Development Kit", and click "Remove." 3. Confirm Uninstall, and click "Yes." 4. Repeat for all version of "J2SE," or "Java 2 SDK" (including "Java 2 Runtime Environments"). III. Remove Environment Entries Installation steps for older versions of ClientBase Browser may have included the addition of Environment Entries. It's important to remove them moving forward. 1. Right-Click on "My Computer" and select "Properties." 2. Select the "Advanced" tab. 3. Click on "Environment Variables." 4. In "System variables" look for JAVA_HOME and delete it (if present). 7/23/09 5
5. Click "OK." 6. Click "OK." IV. Remove CBB Properties It is optional to remove previous CBB folders which contain properties and logs. If CBB encounters previous properties files, they will be read from the previous version if the context names stay the same. 1. While logged into the server as an administrator click Start Run and enter C:\Program Files\TRAMS. 2. Delete the "CBB" folder. V. Install Sun Java Software Development Kit 6.0 1. Log into the server as an Administrator. 2. Click Start Run, and type the URL (or right-mouse click on link & save or open in Web browser): ftp://ftp.trams.com/pub/fullcd/cbb/jdk-6u12-windows-i586-p.exe 3. If prompted, add ftp://ftp.trams.com to the list of "Trusted Sites." 4. Click Open, and wait for download to complete. 5. If prompted, click Run to the "Security Warning." 6. Accept the License Agreement, and click Next. 7/23/09 6
7. Confirm SDK install location, and click Next. Files will extract. 8. Confirm JRE install location, and click Next. 7/23/09 7
9. Confirm Product Registration Information, and click Finish. VI. Install Apache Tomcat - 6.0.16.exe 1. Log onto the server as an Administrator. 2. Click Start Run and type the URL (or right-mouse click on link & save or open in Web browser): ftp://ftp.trams.com/pub/fullcd/cbb/apache-tomcat-6.0.16.exe 3. If prompted, add ftp://ftp.trams.com to the list of "Trusted Sites." 4. Click Open and wait for download to complete. 5. If prompted, click Run to the "Security Warning." 6. Confirm the welcome and click Next. 7. Accept License Agreement by clicking I Agree. 8. Select the type of install from the drop-down menu: Full (make sure you select Full), and click 7/23/09 8
Next. 9. Confirm Tomcat 6.0 install location, and click Next. 10. Set desired Connector Port, username, and password (or leave as defaulted, remember that 7/23/09 9
both username and password are case sensitive) and click Next. 11. On JVM Selection, change path from jre to jdk location, and click Install. Important! 7/23/09 10
12. Confirm Run Apache Tomcat is checked, and click Finish. Important Note: Install or Update ClientBase to ver 3.05 above (If already updated, skip this step.) VII. Install CBB 2.1.1 1. Reboot to ensure all services have started. 2. Log into the server as an Administrator. 3. Click Start Run and type the URL (or right-mouse click on link & save or open in Web browser): ftp://ftp.trams.com/pub/fullcd/cbb/cbb_211_setup.zip 4. If prompted, add ftp://ftp.trams.com to the list of "Trusted Sites." 5. Click Open and wait for download to complete. 6. Extract and copy cbb.war, InvoicePrint.exe, and DLL files to C:\Program Files\TRAMS\CBB (you 7/23/09 11
may need to create this location or overwrite old files if present). 7. Browse to (or right-mouse click on link & save or open in Web browser): http://localhost:8080/manager/html (if you changed the port, enter the correct port instead of 8080). 8. Enter the username and password for Apache Tomcat (default is admin with no password). 9. Scroll down and Select WAR file to upload by clicking "Browse..." 10. Select C:\Program Files\TRAMS\CBB\cbb.war 7/23/09 12
11. Click Deploy. 12. Browse to (or right-mouse click on link & save or open in Web browser): http://localhost:8080/cbb/setup/ 13. Enter "dontpanic" (without quotes) for the pass phrase. 14. Click Edit Configuration. 15. Click Build URL. 16. Enter the name of the InterBase Server (or leave localhost if the CBB server and InterBase server are one in the same), and click OK. 17. Enter the path to the database, and click OK. 18. Enter the JDBC User (default SYSDBA). 7/23/09 13
19. Enter the JDBC Password (default masterkey). 20. Click Save. 21. Click Main Menu. 22. Click Done. Congratulations! You have successfully installed ClientBase Browser Version 2.1.1. 7/23/09 14