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    Aleph Upgrade Process

    • Article Type: General
    • Product: Aleph
    • Product Version: 20, 21, 22, 23

    Desired Outcome Goal:

    Successful upgrade to Aleph 21 (or 22, 23, etc.) Substitute correct version for "2n" in Procedure steps below.


    1. Requirements for Installation

    Review the document Aleph > Product Documentation > Version 2n > Installation and Upgrade Information > Requirements for Aleph Installation form which can be found in our Knowledge Center for each of the Aleph versions

    2. Sizing Form

    Complete and submit a form to verify that the existing hardware, or planned new hardware, can adequately support Aleph 2n.

    The form "Automated Server Sizing Check for Upgrade Compatibility" is found as an attachment to this article.
    As suggested in its instructions attach the form to the Case, and the environment will be checked by the Ex Libris Sizing Manager.
    Make sure to indicate on the form if upgrade on the existing hardware is intended -- or new hardware. If virtualization is being used, review the "Guidelines for Using Virtual Environments for Ex Libris Products" document.

    3. Who Performs Upgrade

    a. If it is desired that Ex Libris should perform the upgrade, please fill out the document "Request for Aleph Upgrade by Ex Libris" which can be found at Aleph > Product Documentation > Version 2n > Installation and Upgrade Information.

    b. If the upgrade is being performed by the site, continue with the following steps....

    4. Licenses

    To obtain the necessary Aleph 2n licenses, copies of current Aleph licenses (regular and X-Server) are needed. Please create a separate Case for this license request, pasting the current Aleph licenses into a Notepad file and attaching that file to the Case.

    5. Oracle Installation

    Ex Libris needs to know the plans for installation of the new version of Oracle (and a new Oracle database) used by Aleph 2n. We strongly recommend that the Aleph Installation Kit (AIK) be used, being the most accurate and efficient method. Customers who have chosen not to use the AIK have experienced many time-consuming problems.
    Any installation method other than the AIK must be pre-approved by Ex Libris Management.

    6. Installation

    a. Get the "Aleph Installation Kit v22: ACTUAL RUN" (aik22.js.docx) attached to this article and
    b. the document "Aleph Installation Kit document" in Aleph > Product Documentation > Version 2n > Installation and Upgrade Information >
    c. Perform the installation.

    7. Upgrade Express

    Read the Upgrade Express documentation relevant to your upgrade, such as:

    a. "Upgrade Express 20-22 High-level Overview" and "Upgrading 20-22: Upgrade Express: Actual Run" documents attached to this article; and

    b. the relevant Ex Libris Knowledge Center > Aleph > Product Documentation > Upgrade Express documents.
    c. Run Upgrade Express.

    Additional Information

    See also Article "How to upgrade to Aleph 21 and ARC 3.0" (ignoring the ARC part if you don't have ARC).

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