Upgrading from ThingWorx Apps 8.4 to 8.5.0
To upgrade from ThingWorx Apps 8.4 to ThingWorx Apps 8.5.0, complete the steps in the following sections:
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With release 8.5, Operator Advisor is imported as part of the ThingWorx Apps extension. For systems with both ThingWorx Apps and Operator Advisor installed, upgrade is supported from ThingWorx Apps 8.4.3 and Operator Advisor 8.4.1 or 8.4.3.
To upgrade a system which has both ThingWorx Apps and Operator Advisor installed, follow the Upgrading a System with Both Operator Advisor and ThingWorx Apps instructions in the ThingWorx Operator Advisor Help Center.
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Due to data model changes in ThingWorx Apps 8.5, existing status and KPI historical information from the source system is lost after the upgrade.
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Before Beginning the Upgrade Process
Before you begin upgrading, review the following information:
• ThingWorx 8.5 system requirements. For more information, see the 8.5 System Requirements in the ThingWorx Help Center.
• Upgrading to ThingWorx 8.5, available from Reference Documents. For Product, select ThingWorx Platform.
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If you are upgrading from a ThingWorx Apps 8.4 system where you have defined custom equipment relationships, you must manually redefine those after upgrading to ThingWorx Apps 8.5.0
Before upgrading to ThingWorx Apps 8.5.0export the launch point configuration thing (PTC.Factory.C_LaunchPointConfigurationThing_[ReleaseVersion]) from your source system. After upgrading, refer to the exported XML for the equipment relationship settings as you configure your custom equipment types and equipment relationship definitions.
For more information, see Creating Custom Equipment Types and Structures.
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Before Upgrading ThingWorx
Complete the following steps before upgrading ThingWorx to 8.5.0
1. Remove the Advanced Grid extension. In previous releases, the Advanced Grid widget was delivered as part of the ThingWorx Apps extension dependencies. With 8.5, the Advanced Grid widget is provided out-of-the-box with the ThingWorx platform, and is available for use in mashups in place of the older widget.
a. In ThingWorx Composer, navigate to > .
b. Find and delete the grid-advanced_ExtensionPackage.
2. If you are upgrading from a system with the PTC Servigistics Knowledge and Diagnostics (SKD) extension installed, it must be removed before upgrading to ThingWorx Apps 8.5.0Complete the following steps in ThingWorx Composer to remove the extension.
a. Remove the PTC.SCA.SCO.SKD.DiagnosticsAwareThingShape from the Implemented Shapes on PTC.ISA95.PhysicalAssetThingTemplate, PTC.SCA.SCO.CSLMAssetThingTemplate, and any other thing templates used for assets which were made available for diagnostics.
b. Delete any entities that use SKD extension entities, for example the SKD Connector thing created when configuring the SKD extension. For more information, refer to the "PTC Servigistics Knowledge and Diagnostics Integration" section of the ThingWorx Apps Setup and Configuration Guide for ThingWorx Apps 8.3.
c. From > , find, and delete the ServiceKnowledgeAndDiagnostics-extension extension.
d. Restart the ThingWorx server.
3. Due to the KPI data model change in 8.5.0, any subscriptions, alerts, or events that are defined on properties from PTC.SCA.SCO.KPIsThingShape must be removed before upgrading. This thing shape has been replaced in 8.5.0 by multiple KPI-related thing shapes. If you have such a subscription, alert, or event defined for any custom equipment types, either on the custom thing shape or custom thing template for the equipment type, or on an individual equipment thing of that equipment type, they must be removed. For a list of the KPI-related thing shapes in 8.5.0, see the "Thing Shapes for Specific Functionality" section of Creating Custom Thing Templates for Equipment Types. For more information, see Configuring and Customizing KPIs.
Upgrading ThingWorx
Complete the following steps:
1. Upgrade your ThingWorx installation. For more information, see Upgrading to ThingWorx 8.5 in Reference Documents. For Product, select ThingWorx Platform.
2. Restart the ThingWorx server.
Upgrading ThingWorx Apps
Complete the following steps to upgrade ThingWorx Apps to 8.5.0:
1. Import the ThingWorx Apps extensions as described in steps 2 through 4 of Importing the ThingWorx Apps Extension. Your data and connections are automatically preserved.
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Do not import the ThingWorx Remote Access Extension 1.1.0 at this time.
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2. Import any optional extensions as described in Import Optional Extensions.
3. Restart the ThingWorx server.
4. Update the ThingWorx Remote Access Extension present in ThingWorx by importing version 1.1.0. For more information, see Remote Access in the ThingWorx Help Center.
5. Restart the ThingWorx server.
6. Clear your browser cache.
7. Run the status expression upgrade service.
a. In ThingWorx Composer, open the PTC.SCA.SCO.AppHome.ApplicationInitialization thing.
b. Under Services, execute the UpgradeStatusExpressions service. The service has completed successfully when "No results" displays in the service output pane.
8. Complete the post import database configuration steps as described in Post Import
Database Configurations.
9. Update the script timeout setting as described in Update the
Script Timeout Setting.
10. If you customized your ThingWorx Apps, refer to Upgrade and Customizations to address any impact to your customizations resulting from the upgrade.
11. If you upgraded from a ThingWorx Apps 8.4 system with custom equipment relationships defined on the launch point configuration thing, manually redefine them in an equipment relationship data table. Configure that data table so it is used for the default context. For more information, see Defining Equipment Relationships.
12. Complete the following steps to repair remote property bindings to KEPServerEX.
a. Import the ThingWorx-apps-<version>-extension-upgrade-utility file. This file is included in the ThingWorx-Apps-<version>-extension-bundle along with the ThingWorx Apps extension files.
b. In ThingWorx Composer, open the PTC.SCA.SCO.RepairUtility thing.
c. Under Services, execute the RepairKEPServerEXRemoteBinding service. The service has completed successfully when "No results" displays in the service output pane.
13. If you upgraded from a ThingWorx Apps 8.4 system with custom equipment types, ensure the following:
◦ All required thing shapes for your equipment type and specific functionality for your equipment type are implemented on the equipment type thing template. The necessary thing shapes are updated for ThingWorx Apps 8.5.0
◦ The thing templates for those custom equipment types have the necessary permissions settings applied.
For more information, see Creating Custom Thing Templates for Equipment Types.
14. Disable the PTC.SCA.Mfg.KPIsCalculationScheduler. Under General Information, clear the Enabled checkbox, then click Save.
15. On all existing lines, assets, and any custom equipment types for which KPIs are calculated, define the KPI elements as instructed in Configuring KPI Calculation.
16. Grant access permissions to contexts and existing equipment. For more information, see Managing Context and Equipment Permissions.
17. Update the database tables:
◦ For a Postgres database, run the following commands:
ALTER TABLE workdefinitionmaterialspecification ALTER COLUMN occurrencepath TYPE VARCHAR(4000);
ALTER TABLE historicaldata ALTER COLUMN value TYPE VARCHAR(4000);
ALTER TABLE historicaldata ALTER COLUMN value TYPE VARCHAR(4000);
◦ For a SQL Server database, run the following commands:
ALTER TABLE <schema>.workdefinitionmaterialspecification ALTER COLUMN occurrencepath NVARCHAR(4000);
ALTER TABLE <schema>.historicaldata ALTER COLUMN value NVARCHAR(4000);
ALTER TABLE <schema>.historicaldata ALTER COLUMN value NVARCHAR(4000);
18. If you are upgrading to an 8.5 service pack release, follow the instructions in Upgrading to an 8.5 Service Pack Release.