Lessons Learned Migrating from BOXI R1 to BOXI R2

Post Author: tmiller
CA Forum: Deployment
Some notes from our upgrade from Release 1 to Release 2 to, hopefully, prevent headaches in other users:
Make sure you have your Release 2 license keys, Release 1 keys won't work (check with your vendor if you are an OEM purchaser)
Make sure you have notes on all your server configurations, including which Destinations are enabled (and their configurations) for the Job Server. Screen shots are a big help here.
If you are an OEM user, you have to install at least SP2 (which requires SP1 be installed first) or your licensing will be, uh, how to put it delicately, invalid
During upgrade, add your license keys in the console BEFORE doing the datasource upgrade.
If you are upgrading in-place, what worked best for us was to restore our pre-upgrade backup of the CMS database (we use SQL Server) to a new database and import from there to the bobjecms database. You also need to have a different ODBC DSN setup for each of these databases.
Once your datasource import is done, make sure you run the UPDATE OBJECTS process from the Central Configuration Manager, otherwise, you'll get an error if you use Windows AD authentication: Error retrieving info for Windows AD authentication: Unable to get SI_SSO_VENDOR property value. (Windows AD authentication won't work, you'll get this error when trying to configure it through CMS).
Enable servers that you noted in step 2
You'll need to update Crystal Reports for your report developers to Release 2, also - especially if you use Windows AD authentication. Do a COMPLETE UNINSTALL of Crystal Reports release 1, reboot, and then install a fresh Release 2. If you don't uninstall R1, you will most likely have an annoying "Please wait while Windows configures Crystal Reports XI Release 2" window every time you load Crystal or any VB developed app or Visual Studio 2005. This might be limited to only clients with VS 2005 installed, but might notu2026
Those were the major (and minor) hurdles we had to clear to get this upgrade done correctly u2013 and this is also an excellent example of why we have a test and a production server.
Hope this helps someone else out there.
- Tom

Post Author: TAZ
CA Forum: Deployment
Hi Tom,
Great notes, I'd like to add a few details that many people don't know as well.
1) Many times an upgrade from XIR1 to XIR2 will not be possible. This due to complexities in the DB structure that just don't migrate properly. In these cases there will be many errors during the CMS DB copy stage and the update objetcs stage. If this is the case then you must "migrate" via import wizard instead of "upgrading".
2) I know you mentioned that you were working off a backup of the original XIR1 CMS DB, but I'd like to add in NO circumstances should this be attempted against a live CMS production DB. If it is most likely your production server will go down and the upgrade will fail. This is due to tables being locked while the CMS copy utiltiy is trying to migrate them.
3) Regarding Crystal XIR1: You can still keep CRR1 but if you have AD or LDAP auth you will need to patch the client with the Server's SP3 or later.
4) Also to note CRX1 should NEVER be installed on an existing XIR2 server. CRXIR2 is available for download for free via ESD and will use existing CRXI keycodes.
Regards,
Tim

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