Migration Upgrade
Install ThingWorx Foundation
Before upgrading to ThingWorx Navigate 9.x, ensure that you have installed the compatible version of ThingWorx Foundation. Determine the compatible ThingWorx Foundation version using the ThingWorx Navigate Product Compatibility Matrix Refer to the ThingWorx Foundation Installer topic from the ThingWorx Help Center for help with installation.
Prepare for the Migration Upgrade
Before you begin, let’s prepare your system for upgrade and export files from the source system. The sections that follow provide instructions for performing these exports.
Update the Configuration Manager Extension
1. First, remove the extension for configuration management.
a. In ThingWorx Composer, click 
Manage, and then click Installed Extensions.
Manage, and then click Installed Extensions.b. Select thingworx-navigate-configuration-manager, and then click 
.
.2. Restart Apache Tomcat.
3. Now, import the ThingWorx Navigate extension for configuration management from the upgrade folder of the extracted ThingWorx-Navigate-Supplemental-Files-<version>-bundle.zip.
a. In ThingWorx Composer, click 
> .
> .b. In the Import window, click Browse and select thingworx-navigate-configuration-manager-upgrade<version>.zip.
c. Click Import.
4. Restart Apache Tomcat.
Export All Non-Navigate Entities
Next, we’ll export all entities from ThingWorx:
1. In ThingWorx Composer, search for and open DataConfigurationAPI. The General Information page opens.
2. Click Services.
3. For ExportEntities, click 
. The Execute Service: ExportEntities window opens.
. The Execute Service: ExportEntities window opens.4. For Inputs, under filename, enter a name for the file storing the exported entities.
5. Click Execute. A success message appears, and the entities are exported at this location: $<installdir>\ThingWorxStorage\repository\NavigateFileRepository\.
Export the Configuration
Export your ThingWorx Navigate configuration from the source system. You will need to import them into the target system later.
To export the file to ThingWorx complete the following steps:
1. In ThingWorx Composer, search for and open DataConfigurationAPI. The General Information page opens.
2. Click Services.
3. For ExportDataToFile, click 
. The Execute Service: ExportDataToFile window opens.
. The Execute Service: ExportDataToFile window opens.4. For Inputs, under filename, enter a name for the file storing the exported configuration.
5. Click Execute. A success message appears, and the entities are exported at this location: $<installdir>\ThingWorxStorage\repository\NavigateFileRepository\.
Export the Configuration for My Tasks
 | This step is only applicable if you are upgrading from ThingWorx Navigate 8.5.x to 9.x. |
Export your configuration for My Tasks from the source system. You will need to import them into the target system later.
To export the file to ThingWorx Composer, complete the following steps:
1. In ThingWorx Composer, search for and open DataConfigurationAPI. The General Information page opens.
2. Click Services.
3. For ExportDBEntries, click 
. The Execute Service: ExportDBEntries window opens.
. The Execute Service: ExportDBEntries window opens.4. For Inputs, under filename, enter a name for the file storing the exported configuration.
5. Click Execute. A success message appears, and the entities are exported at this location: $<installdir>\ThingWorxStorage\repository\NavigateFileRepository\.
Back Up Your 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 Best Practices for Developing Solutions in the ThingWorx Help Center.
If you are upgrading from ThingWorx Navigate 9.0.0 to 9.1.x, your custom tasks that were created using components will be automatically upgraded. It is not required to back up your custom tasks. However, it is a good practice to back up your custom tasks and review these tasks after the upgrade. If required, redeploy the custom tasks you backed up.
| | All BETA components used in custom mashups will be removed when you upgrade to ThingWorx Navigate 9.x. Plan to update your mashups after the upgrade with the 9.x version of those components. |
Back Up Your Blacklisted Attributes
| | This step is only applicable if you are upgrading from ThingWorx Navigate 8.5.x to 9.x. |
If you made any changes to the blacklisted attributes, back them up so you can apply those changes after the upgrade. For details on blacklisting attributes, see the Blacklist Attributes topic.
Back Up and Uninstall ThingWorx Navigate
If you installed your existing ThingWorx Navigate using the installer, before performing a migration upgrade on the same system, back up and uninstall existing ThingWorx Navigate using the following steps:
| | It is not required to uninstall your existing ThingWorx Navigate if you are performing a migration upgrade on a different system. |
1. Back up the following folders:
◦ ThingworxPlatform
◦ ThingworxStorage
◦ <Tomcat Home>\webapps\Thingworx
2. Uninstall your existing ThingWorx Navigate. See the following instructions for help with uninstalling.
a. Open the ThingWorx Navigate Help Centers page and select the help center for your existing ThingWorx Navigate version.
b. In the ThingWorx Navigate Help Center, search for "Uninstall ThingWorx Navigate" and follow the steps provided.