This procedure describes how to back up CAS configurations from 11.1 before upgrading. CAS configuration includes crawl configurations, Record Store configurations, Web crawler configuration, CAS extensions, and so on.

To back up CAS:

  1. Retrieve and save your crawl configurations by doing the following:

    (You later import this XML file 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 export these Record Store instances including configurations and contents by doing the following:

  3. Stop the CAS Service.

  4. If you have any CAS plug-ins installed in <install path>/CAS/<old version>/lib/cas-server-plugins, copy the directory containing the plug-in JAR or JARs, to a location outside the CAS installation.

  5. If you have any custom Web Crawler plug-ins installed in <install path>/CAS/<old version>/lib/web-crawler/plugins, copy the directory containing the JAR and plugin.xml, to a location outside the CAS installation.

  6. If you made any changes to <install path>/CAS/<old version>/bin/cas-service, or cas-service-wrapper.conf, copy the files to a location outside the CAS installation.

    This is typically necessary if you customized the JVM settings that CAS uses.

  7. Back up the workspace directory or leave it in place for the installation program to back up automatically.

    The workspace directory contains CAS configuration files and state information such as DocumentConversionFilters.xml, logging configuration files, and so on.


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