In-Place Upgrade
In this section you can upgrade from these versions:
• 1.4
• 1.5.0
• 1.5.1
• 1.5.2
This upgrade procedure has three sections:
• Prepare for upgrade
• In-place upgrade
• Restore your custom tasks
Continue to the next section to get started.
Prepare for the Upgrade
Before you continue with the upgrade, you need to export your files from the source system. Complete the following steps to prepare your ThingWorx Navigate configuration for upgrade.
1. Prepare system for upgrade: Import the file ThingWorx-Navigate-Framework-<version>.zip from ThingWorx Navigate 1.6.2 to prepare the system for upgrade.
b. Expand Release APPS, ThingWorx Navigate Framework Extension, and Most Recent Datecode.
c. Download ThingWorx Navigate Framework Extension for ThingWorx Navigate 1.6.2 build: ThingWorx-Navigate-Framework-<version>.zip and extract the zip file.
d. When you upgrade from PTC Navigate 1.4 to ThingWorx Navigate 1.6.2, you need to import PrepareForUpgrade_Navigate-1_4_0.xml from the ThingWorx-Navigate-Framework-<version>.zip of ThingWorx Navigate 1.6.2 build.
When you upgrade from ThingWorx Navigate 1.5.x to ThingWorx Navigate 1.6.2, you need to import PrepareForUpgrade_Navigate-1_5_0.xml from the ThingWorx-Navigate-Framework-<version>.zip of ThingWorx Navigate 1.6.2 build.
2. Back up custom tasks: If you have custom tasks that were built by modifying out-of-the-box
ThingWorx Navigate extensions, make backups, so you can redeploy them after the upgrade. This prevents overwriting of these custom tasks during the upgrade process. For more information, see
ThingWorx Extension Development Guide.
Now that your environment is prepared, you can proceed to the upgrade section.
In-place Upgrade of ThingWorx Navigate 1.6.2
• Upgrade ThingWorx Navigate with Single Sign-on:
1. Upgrade
ThingWorx: Follow the in-place upgrade instructions in the document “Upgrading
ThingWorx 8.2” on the
Reference Documents page for
ThingWorx.
2. If your current version of
ThingWorx Navigate is not configured with Single Sign-on, follow the instructions in “Scenario:
ThingWorx as a Service Provider and
Windchill as a Resource Provider” in
PTC Single Sign-on Architecture and Configuration Overview Guide. This guide provides instructions and several Identity Providers configuration examples.
4. Restore your configuration and custom tasks into the target system. For more information, see Restore your configuration and custom tasks into the target system.
• Upgrade ThingWorx Navigate with Windchill Authentication:
1. Upgrade
ThingWorx: Follow the in-place upgrade instructions in the document “Upgrading
ThingWorx 8.1” on the
Reference Documents page for
ThingWorx.
2. Restore your configuration and custom tasks into the target system. For more information, see Restore your configuration and custom tasks into the target system.
4. Configure ThingWorx Navigate with Windchill Authentication.
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• You can restart Integration Runtime with the same appkey that is used on ThingWorx Navigate 1.5.x or 1.6.x.
• Instead of creating a new appkey, you can delete its Expiration Date property value.
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Now that you performed the upgrade, you can proceed to restore your custom tasks.
Restore Your Configuration and Custom Tasks into the Target System
1. Export Configuration: Export your ThingWorx Navigate configurations from the source system.
a. Extract the zip file ThingWorx-Navigate-Framework-<version>.zip from ThingWorx Navigate Framework Extension: thingworx-navigate-configuration-manager-1.0.1.zip.
b. In ThingWorx Composer, select > > .
c. In the Import Extensions window, click Browse and select thingworx-navigate-configuration-manager-1.0.1.zip.
d. Click Import.
e. To export the file to ThingWorx complete the following steps:
a. In ThingWorx Composer go to Things.
b. Search for DataConfigurationAPI.
c. Select View.
d. Under Entity Information, select Services.
e. Click Test on ExportDataToFile.
f. Under fileName enter the name of the JSON file for storing the exported configuration. The exported file is saved to the default location: \ThingworxStorage\repository\NavigateFileRepository\.
g. Click Execute Service.
h. Check for a success message: Export completed successfully.
2. Prepare for configuring your system:
a. When upgrading from ThingWorx Navigate 1.5.x to ThingWorx Navigate 1.6.2, run the PrepareConfigurationsFor1_5 service in the DataConfigAPI Thing, as follows:
a. In ThingWorx go to Things.
b. Search for DataConfigurationAPI.
c. Select View.
d. On Entity Information, select Services.
e. Click Test on PrepareConfigurationsFor1_5
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You do not need to run this service when upgrading from PTC Navigate 1.4.
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c. Restart
Apache Tomcat and clear browser cache. Otherwise, you may experience problems later in the process. For more information, see “Extension Import and Management” in
ThingWorx Extension Development Guide.
3. Import your JSON ThingWorx Navigate Configuration file (the one you exported in the previous section):
a. In ThingWorx go to Things.
b. Search for Thing: DataConfigurationAPI.
c. Select View.
d. On Entity Information, select Services.
e. Click Test on ImportDataFromFile.
f. Under fileName enter the name of the file.
g. Click Execute Service. You can check the generated import logs, for entities details or errors, at this location: \ThingworxStorage\repository\NavigateFileRepository\ImportLogs.
4. Redeploy Your Custom Tasks
a. Import your custom tasks:
If you have custom tasks built by modifying ThingWorx Navigate out-of-the box extensions, reimport those custom tasks you backed up earlier.
b. Configure custom tasks for the newWindchill Connector:
ThingWorx Navigate 1.6.2 uses a new Windchill connector. You must do one of the following to make sure your custom tasks work with the new connector:
▪ If your task uses Info*Engine tasks, reconfigure ptc-windchill-demo-thing.
▪ If your task uses REST services, update your task to use the new ptc-windchill-integration-connector thing. To do this, you must recreate the services on the new connector. Only REST services are supported on the new connector.
5. Restart Apache Tomcat and Integration Runtime.