Update FIN

To update FIN, the user needs to do the following steps, in order to make sure that the current projects are safely backed-up:follow below steps depending on operating system being used.

On WINDOWS OS

1. Create a database snapshot and download it somewhere on your computer / Make a copy of your FIN: (the default location is: C:\Program Files (x86)\FIN Framework\FIN Framework xxxxx)

2. Stop FIN Service 

3. Install FIN Stack Look at current Java Memory Heap size. If has been changed from the default of 512 make a note of it.

4. Install latest FIN (here are the steps: How to install FIN) - make sure you are going to check these 2 settings options and uncheck the last one:

   • [Check] Copy settings from etc folderthe 'etc' and 'var' folders: if checked, will keep any special settings made by the user to the servercopy some of the settings and contents of those folders to the new installation

   • [Check] Copy database folder: if checked, will copy -paste all the databases they user has created

5. Copy back the snapshot and restore it & Copy out the old configurations from the backup that you created at point 3:  such as custom pods and the pub folder etc. Anything that might be special to your FIN Stack.

6. Stop and restart the FIN Stack Service
   

On MAC OS

1. Create a database snapshot

2. Stop FIN Stack Service 

3. Rename the current FIN Stack directory (this is the actual installation folder that the user already has - the default location is: Mac

   • the database to the new installation

   • [Uncheck] Uninstall older version: if checked, will prompt to uninstall the previous version after installing latest (we strongly recommend creating a backup and saving somewhere outside the FIN directory before uninstalling any version)

4. Stop the FIN Service

5. Update the Java Memory Heap to what the old one was.

6. Copy the below files from main directory from older FIN to latest FIN installation (if applicable):

   • custom pods if any C:\Program Files (x86)\FIN Framework\FIN Framework X.X.X.XXXX\lib\fan (Substitute it with your specific installation path if different)

7. Copy and replace the below folders under the var folder to the new installation (if applicable): C:\Program Files (x86)\FIN Framework\FIN Framework X.X.X.XXXX\var

   • etc folder under var

   • log folder (if you prefer to retain older log files)

   • pub folder

8. Start the FIN Service
   

On MAC OS with zip file

1. Stop the FIN Service

2. Install latest FIN (here are the steps: How to install FIN)

3. Copy and replace the below files from main directory from older FIN to latest FIN installation (if applicable):

   • custom pods if any HD:\Library\Application Support\FIN Framework\FIN Framework X.X.X.XXXX\lib\fan (Substitute it with your specific installation path if different)

   • config and/or units file or any other file in sys folder if modified HD:\Library\Application Support\FIN Framework\FIN Framework X.X.X.XXXX\etc\sys

4. Copy and replace the below folders under the var folder to the new installation (if applicable): HD:\Library\Application Support\FIN Framework\FIN Framework X.X.X.XXXX\var

   • crypto - contains trusted certificates if any were added.

   • etc - contains Edge2Cloud files and can contain Sedona Manifests or other custom files if added.

   • host - contains host settings

   • lic - contains license file(s)

   - this will be a backup of the current stateInstall FIN Stack

   • log - (if you prefer to retain older log files)

   • proj - contains project(s). Note: If there are a lot of snapshots, we recommend to remove some so that you don’t copy all of those unless you have the space for it. They are found under each proj → backup folder.

   • pub - contains custom files

   • user - contains the users

5. Start the FIN Service 
   

On LINUX OS with zip file

1. Stop the FIN Service 

2. Install latest FIN (here are the steps: How to install FIN )

3. Stop the FIN Stack Service

4. Copy out the old configurations from the old FIN Stack directory (the one renamed at point 3) into the new one (the one selected at point 4) - for instance, some customers have SQL database configs that can be found in Mac HD:\Library\Application Support\FIN Framework\etc\sql

5. Copy the snapshot(created at point 1) -by default, this will be located: Mac HD:\Library\Application Support\FIN Framework\db\nameOfDatabase\snapshots into the new FIN Stack install's snapshots directory: Mac HD:\Library\Application Support\FIN Framework\db\nameOfDatabase\snapshots

6. Start the FIN Stack Service 

7. Go inside Folio app - Snapshot and then hit restoreCopy the below files from main directory if applicable from older FIN to latest FIN installation:

   • custom pods if any opt/fin/lib/fan (Substitute it with your specific installation path if different)

8. Copy and replace the below folders under the var folder to the new installation (if applicable): opt/fin/var

   • crypto - contains trusted certificates if any were added.

   • etc - contains Edge2Cloud files and can contain Sedona Manifests or other custom files if added.

   • host - contains host settings

   • lic - contains license file(s)

   • log - (if you prefer to retain older log files)

   • proj - contains project(s). Note: If there are a lot of snapshots, we recommend to remove some so that you don’t copy all of those unless you have the space for it. They are found under each proj → backup folder.

   • pub - contains custom files

   • user - contains the users

9. Start the FIN Service