Please rate how useful you found this document: 
No votes yet

Overview

This document explains how to upgrade to ProcessMaker from one version to another. Read this document carefully before beginning to upgrade to ProcessMaker.

ProcessMaker is here to help. If you need technical assistance or would like to request a Professional Services engagement, please submit a support ticket: http://bugs.processmaker.com/login_page.php. If upgrading from ProcessMaker 1.x, Professional Services must perform the upgrade for you.

Disclaimer

ProcessMaker does not support third-party integrations or external plugins as part of the upgrade process. ProcessMaker Support cannot properly offer timely and accurate support when an application not explicitly stated in the documentation for your ProcessMaker stacks does not state is required.

Prerequisites for the Upgrade

Ensure the following prerequisites are met as you prepare to upgrade:

  • Determine how to prepare a ProcessMaker test environment based on whether your current ProcessMaker production server meets ProcessMaker supported stack requirements to which it is being upgraded. Review stack requirements.

    • Current production environment meets the ProcessMaker supported stack requirements to which it is being upgraded.

      Action: Create a test environment that is a clone of your current production server that includes all core files and data.

    • Current production environment does not meet ProcessMaker supported stack requirements to which it is being upgraded.

      Action: Create a test environment that meets ProcessMaker supported stack requirements to which it is being upgraded. Then, copy your current production server, including all core files and data, to the test environment.

  • ProcessMaker Support requires remote access to both the current production server and the new test environment either through a VPN or any Remote Assistance Tool, to perform the upgrade in the new test environment.

Upgrade Road Map

The Upgrade Road Map, shown below, depicts steps to upgrade to a ProcessMaker version:

  • Upgrading from 1.6x or older: ProcessMaker Professional Services must perform the upgrade to a current version for you. This upgrade path is not supported.
  • Upgrading from version 2.0.3x or 2.0.4x, Your upgrade path involves these ProcessMaker versions:
    • Version 2.5.0x
    • Version 2.5.2x
    • Version 3.2.2 or 3.2.3
    • Version 3.3
    • Version 3.4
  • Upgrading from version 2.8 or 2.9. Your upgrade path involves these ProcessMaker versions:
    • Version 3.2.2 or 3.2.3
    • Version 3.3
    • Version 3.4
  • Upgrading from version 3.0x or 3.1x. Your upgrade path involves these ProcessMaker versions:
    • Version 3.2.2 or 3.2.3
    • Version 3.3
    • Version 3.4

Plan Your Upgrade with ProcessMaker Support

Use the schedule template below to plan your upgrade path to a ProcessMaker version. Outline each step that must occur on the upgrade path through each ProcessMaker version until ProcessMaker version is installed in the test environment. After each upgrade is completed, this template becomes an audit that documents each upgrade.

Download a PDF of this template here.

Schedule Template to Upgrade the Test Environment
Task Task Responsibility Completion Time (Hours) Task Description Date Completed
1 Deploy the new test environment with a supported OS Customer Verify that the new test environment uses a supported operating system.
2 Install the Supported Stack (Apache/NGINX, PHP, and MySQL) ProcessMaker Support If the new test environment does not have a supported stack, install the appropriate ProcessMaker version stack.
3 Backup Creation Customer and ProcessMaker Support Back up the core files.
4 Database backup creation Customer and ProcessMaker Support Backup the database files.
5 Additional Setup ProcessMaker Support Restore the connection hash and service settings.
6 Standard upgrade procedure ProcessMaker Support Run the standard upgrade procedure. Any issue found during this procedure needs to be documented in a new row below this one with all the details how to fix it.
7 Test all basic functionalities ProcessMaker Support Test all basic functions in the new test environment.
8 Customer functional tests Customer The CUSTOMER needs to test all the processes and custom plugins to ensure correct functionality.

Note: Each issue found that ProcessMaker Support is to fix must be documented in a new row of this table before continuing to upgrade to the next ProcessMaker version.

Template to Document Steps to Upgrade the Production Server

Use the template below for the following purposes:

  • Document a consolidated list of all steps and hours involved to perform your entire upgrade path in the test environment. Update this list after each upgrade to complete until ProcessMaker version is installed in the test environment.
  • Meticulously document any issues discovered on the test server during the upgrade path. Include extra settings required to fix each issue before starting the upgrade path on the production server.

Download a PDF of this template here.

Steps to Upgrade the Production Server
Step Task Description Task Responsibility Completion Time (Hours) Comments (Including ProcessMaker Version)

Note: Take into account that the upgrading to Stacks with PHP 7.1.x could affect the ProcessMaker triggers and plugins code that the client has. If the ProcessMaker triggers and plugins code is not compatible, review the PHP 5.6.x to PHP 7.0.x and PHP 7.0.x to PHP 7.1.x migration content.

ProcessMaker Support Recommendations

ProcessMaker Support strongly recommends to follow these recommendations:

  1. All the steps in this document must be followed to successfully upgrade to a ProcessMaker version.
  2. ProcessMaker Support begins each upgrade only after the Customer completes exhaustive functional testing, and then provides approval to continue.
  3. The production environment upgrade must be done only after the test environment upgrade is completed.

Upgrade Standard Procedure

The following sections outline the standard procedure to upgrade from a ProcessMaker versions to another:

  1. Upgrade Standard Procedure to ProcessMaker 2.5.x
  2. Upgrade Standard Procedure to ProcessMaker 3.2.2 or 3.2.3
  3. Upgrade Standard Procedure to ProcessMaker 3.3.x
  4. Upgrade Standard Procedure to ProcessMaker 3.4.x