Backing up 3.1.0

This procedure describes how to back up IAS configuration from 3.1.0 before upgrading. IAS configuration includes crawl configurations, Record Store configuration, Web crawler configuration, IAS extensions, and so on.

This procedure does not describe how to migrate the data in a Record Store instance or migrate the crawl history. At the end of the migration process, you must re-crawl data sources to repopulate Record Store instances and recreate crawl history.

To back up 3.1.0:

  1. Retrieve and save your crawl configurations by doing the following:
    1. Open a Command Prompt and navigate to <install path>\IAS\<old version>\bin.
    2. Run ias-cmd and the getAllCrawls task. Specify a path to an XML file to store the crawl configurations.
      The syntax for the getAllCrawls task is:
      ias-cmd getAllCrawls -f <FileName.xml> -h <HostName> -p <PortNumber>

    (You later import this XML file into version 3.2.0 to recreate your crawl configurations.)

  2. If you created unmanaged Record Store instances or if you modified the configuration of a Record Store instance, retrieve and save your Record Store instance configuration by doing the following:
    1. Open a Command Prompt and navigate to <install path>\IAS\<old version>\bin.
    2. For each Record Store instance that is unmanaged or has a modified configuration, run recordstore-cmd and the get-configuration task. Specify a path to an XML file for the Record Store instance configuration.
      The syntax for the get-configuration task is:
      recordstore-cmd get-configuration -a <RecordStoreInstanceName>
      -f <FileName.xml> -h <HostName> -n -p <PortNumber>
  3. Stop the Endeca IAS Service.
  4. If you have any plugins installed in <install path>\IAS\<old version>\lib\ias-server-plugins, copy the directory containing the plugin JAR or JARs, to a location outside the IAS installation.
    Note: Copy only your plugin directory. You do not need to back up <install path>\IAS\<old version>\lib\ias-server-plugins\ias.
  5. If you have any custom Web Crawler plugins installed in <install path>\IAS\<old version>\lib\web-crawler\plugins, copy the directory containing the JAR and plugin.xml, to a location outside the IAS installation.
  6. If you made any changes to <install path>\IAS\<old version>\bin\ias-service, or ias-service-wrapper.conf, copy the files to a location outside the IAS installation.

    (This is typically necessary if you customized the JVM settings that IAS uses.)

  7. Back up the workspace directory by copying the <install path>/IAS/workspace directory to a backup location that is outside the IAS installation directory.
    The workspace directory contains IAS configuration files and state information such as DocumentConversionFilters.xml, logging configuration files, and so on.