Encore 4.7 SP1 Release Notes

This version is no longer available. Please visit Release Announcements and Notes for a list of versions available for upgrades and links to current release notes.

Note: Starting with Encore 4.7, RedHat 5 is no longer supported. 

Note: If your library uses Single Sign On (SSO) with Encore please see this Solution before requesting an upgrade: Encore 4.7+ and SSO

Known Issues

Please see our Encore 4.7 SP1 known issues page.

Preparing to update your system

System Requirements

To upgrade to Encore 4.7 SP1, your library must meet the following requirements:

• Your Encore server must have an OS version of RHEL 6 or greater.
• Your library must be currently running Encore 4.2 or later release.
• Your library must be running Millennium 2014 SP5, Sierra 3.4 or Sierra 4.0. Note: If you currently use ERM, your library must be running Millennium 2014 SP6 or Sierra 4.0.
• In addition, your library should have completed a full backup on the Encore server within the last 24 hours.
• If your library has Synergy Portfolios, you must open port 8006 on the Encore server for outbound access. (See Configuring Your Firewall.)
• Your Encore server must have 24 GB of available memory. The system must also be 64-bit with at least 8 cores. If you are a hosted customer, please open a ticket via the Supportal to schedule your upgrade with Discovery staff.

Changes to Expect

• As of Encore 4.4, Gold skin is the only skin option for Encore 4. If you are updating from an earlier release, you will see that change.
• As of Encore 4.6, there are changes to the syntax for the passthrough search.  If you are upgrading from 4.2, please see Add an Encore search box to a web page for more details.

Pre-upgrade Preparation

• If you are upgrading from Encore 4.2, 4.3, or 4.4 to Encore 4.7 SP1, determine what Patron Page functions to offer your Encore users. If you are upgrading from Encore ES to Encore 4.6, you will not be prompted to determine Patron Page functions to offer to your Encore users.
• To configure Patron Page functions, see Customizing Patron Page Functions in the Encore 4.6 Staff Guide. 

Release Notes

Release notes include software behavior changes introduced in the update (some may have implications for training or data review prior to upgrade), any actions library staff should take prior to or just after updating the system, and notification of new features and other enhancements included in the update.

Actions staff must take

The Upgrade Manager is a web application developed for performing self upgrades of your Encore system, available in Encore 4.1 and later Encore releases.

Your library's upgrade process consists of two phases: preparation and commit.

To schedule an upgrade for your Innovative-hosted Encore system, please submit a ticket via the Supportal.

Preparation phase

During the preparation phase the Upgrade Manager will run multiple checks on your system, download the necessary software and prepare the software for the commit phase. There is no expected downtime during the preparation phase. Innovative recommends running the preparation phase a day or two before the commit phase.

1. Using a web browser, connect to the Upgrade Manager:
   http://[your Millennium or Sierra application server]/iii/upgrademgr

NOTE: Web browsers Chrome and Safari are not supported for running the Upgrade Manager application.

1. When prompted, log in with your usual admin application credentials.
2. Respond to the backup question and continue with the upgrade.
3. Upgrading from Encore 4.2 to Encore 4.7 SP1 only: When prompted, check the box next to each function to show in the Encore Patron Page. You can change the list of functions later in the Admin Application. See Customizing Patron Page Functions.
4. The application displays an "End of preparation phase" message when the preparation phase is complete.
5. Log out after the preparation phase is done.

Please contact Customer Support immediately if your browser closes, the process appears to be stalled, or you encounter an error message of any kind. Your upgrade may still be running as expected. Customer Support staff can quickly determine whether the upgrade is still running and advise you how to proceed.

While the self-upgrade process has been extensively tested, we recommend that you plan to complete the commit phase during Innovative's regular business hours.

Commit phase

Once the preparation phase has completed successfully, you will be ready for the commit phase.

You can expect up to 15 minutes of Encore downtime while the current application shuts down and the upgraded version starts up. In the final stage of the upgrade, the Encore application should automatically resume, running Encore 4.7 SP1.      .

1. Log back into the Upgrade Manager:
   http://[your Millennium or Sierra application server]/ iii/upgrademgr
2. Confirm that you are prepared to resume.

Please feel free to share any feedback you have on the application or the self-upgrade process in general. Please submit a ticket through the Supportal.

After the Upgrade

The default location for the Administration Application is on the Millennium or Sierra application server:

• Sierra: http://[your Sierra application server]/sierra/admin/
• Millennium: http://[your Millennium application server]/iii/admin/