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 Things to expect when upgrading from FirstClass 7.1 to FirstClass 8 Server and Internet Services (Mac OSX)
Important
It is vital that you review this document before upgrading to FirstClass server version 8.0.
This document relates to OS X operating system based servers. A Windows operating system based upgrade document can be found here.
Please note that Mac Classic (OS8.x and 9.x) and Windows NT4 operating systems are no longer supported as server platforms with the release of version 8.0. We will continue to support Mac Classic and Windows NT4 operating systems running FirstClass Server & Internet Services version 7.1. With the release of 8.1, 7.0 is no longer supported.
Upgrade Procedure
Before upgrading...
1. Ensure that you have your FirstClass 8 upgrade license file saved on the server. A FirstClass 8 upgrade license can be requested by filling out the form located here. This file will be provided in the mailbox of the FirstClass Online account that you specified in the form after a short period of time. Please note that you must have a valid maintenance and support agreement to receive the upgrade license.
Download the appropriate FirstClass 8 upgrade installer from FirstClass online (either FC80ServerBusinessUpg.dmg or FC80ServerEducationUpg.dmg). They can be located on FirstClass Online by clicking here. Download the SP5 upgrader (FC80SP5ServerUpg.dmg) located in the FirstClass 8.0 Updates folder and also download the IS7996.dmg file by clicking here.
If your site uses FirstClass Voice Services (VS) please contact FirstClass support prior to the upgrade of the server. Support contact information is located at the bottom of the support page. FirstClass server 8.0 now enforces VS licenses and you must have three VS license files available. Most VS sites already have two, TTS and VS site licenses. The third, VS User license, is new and required for server 8.0. VS B217 is the minimum required version. Voice services will not function properly if connected to server 8.x until the VS licenses are applied.
2. The FC 8.0 Upgraders require that the Master folder and any subfolder including the fcpo folder, be an original folder and NOT a symbolic link.
This is normally an issue if you have the primary fcpo folder installed on a volume other then your computer's start up volume.
If you determine that the 'Master' folder is not a real folder then click here for details on a work-around prior to starting the upgrade process.
You can tell if your Master folder is a link if it has the alias icon
 as shown in the image below. Secondly, you can confirm if it is a link by getting info on the 'Master' folder, and looking at the "Kind:" type. An original will show "Kind: Folder" and an symbolic link will show "Kind: Alias", as shown in the images below.
  If you do run the OS X 8.0 Server upgrade installer while the 'Master' folder is a symbolic link, then you will be presented with the following installer notification window.
 3. The FC 8.0 Upgrade Installers require that the fcpo folder be named in lower case letters.
If you find that your fcpo folder is named FCPO then rename it to fcpo, as shown below, before running the installer.
 4. Ensure that you have previously upgraded to FirstClass Server 7.1 b135 (7.1 SP5) on a FirstClass 8 compatible operating system OS X 10.2.8 or 10.3.x. You can check this on the server monitor. Do NOT attempt to upgrade to 8.0 from any other version of FirstClass 7.1.
5. Ensure that the FirstClass Server application and any other server related applications such as Internet Services and FirstClass Tools are not running. Ensure you have a valid backup of all your fcpo folder(s) in full. Check the root of each of your volumes for other possible fcpo folders and back each of them up also.
6. Be advised that the upgrade may take some time depending on post office size and hardware capability.
7. Post Office size increases during the initial audit (or trash collection) after the upgrade. Due to the way the upgrade reconfigures some files within the post office to improve reliability and enhance performance, some files will increase in size, thus increasing the total size of the post-upgrade post office (now referred to as the network store). The percentage increase in post office size is difficult to predict. This is because it is not possible to determine how many files will need to increase in size. In most cases you should expect an increase of approximately 7-12% in the size of the network store compared to the original post office. Please plan your upgrade accordingly, with storage space to spare.
During the upgrade...
1. Run the upgrade installer you downloaded in step 1 of Before Upgrading. The upgrade installer will have the option
 as shown below. This is the new 8.0 nomenclature for the FirstClass PostOffice (fcpo). The installer will rename your fcpo folder to fcns as part of the install process.  If for some reason the installer pauses for a long period of time (i.e. several minutes) immediately after starting to copy files, try quitting the installer and renaming the FCPO in Library/FirstClass Server/Volumes/Master to FCNS and restart the upgrader. It is normal for the installer to pause for several minutes near the end of copying files.
2. Install 8.0 upgrade license file.
Run FirstClass Tools. When it starts up, you will see a prompt advising you will have to add your upgrade license. Click OK. A second prompt will advise you that this process is irreversible. Click OK. Screenshots of these prompts can be seen below. The FirstClass Tools 8.0 (build 216) window should now pop up. Click on the Configure menu and click on 'Add License'. The Add License window will pop up. Click on 'Choose...' and navigate to your upgrade license and double-click on it. You should now see it under the 'Selected Licenses' list. Click on 'OK' and exit FirstClass Tools.
  3. Go ahead and launch the FirstClass 8.0 Server application. The first time you launch the FirstClass 8.0 Server after the upgrade, several upgrade batch scripts will run on the server. While this is happening, you will not be able to log in. Do not interrupt the server during this time. This process should take about 15 minutes depending on the size of the original post office, the speed of the hardware involved, and amount of memory available. The server may appear unresponsive and you will not be permitted to log in (you will get a 1044 error code), however the server should not be interrupted until the upgrade process is completed.
Since there is no visible console window on OS X, in order to monitor the process of the batch file processing, open the FirstClass server log file 'fcsd.log' located in the 'FirstClass Server' folder.
 Double clicking on the 'fcsd.log' file will open the log file in an OS X console window which will automatically update as the content of the log file is modified.
If you notice 'FTI: Field [1011] Type/value mismatch (3,0)' messages during the batch folder processing, these can safely be ignored.
The batch upgrades are complete when you see the '8.0 upgrade script has completed' line. Once you see this line followed by a line stating 'End Batch folder processing', you should then be able to log into your FirstClass Server.
Below is an image of the fcsd.log file showing the beginnings of a sample upgrade.
 4. If you are using the Server version of OS X, you may encounter an issue where the installer reports that you are not logged in as the fcadmin user. You need to create a home folder for the fcadmin user in order to continue via the Workgroup Manager on your OS X operating system. See image below. It is a good idea to always create a home folder for the fcadmin account. Also ensure that you are logged in as 'fcadmin' when running installers/upgraders and when maintaining the server.
 After upgrading...
1. With the initial release of the FirstClass 8.0 Server for OS X, the FirstClass Server's auto start feature does not function. This means if you chose to use the auto start feature the FirstClass Server application will not start automatically when you start up the computer on which it is installed. This issue is addressed in the SP3 update referred to in step 6 below.
2. The 8.0 upgrade will change the name of the fcpo to fcns. As a result, you may need to update any automated backup procedures to take this name change into account. The application folder remains unchanged as FirstClass Server.
3. The upgrade will add a new FirstClass 8.0 Bonus Material conference and an Admin Help folder alias to the admin desktop. You will want to look through the FirstClass 8.0 Bonus Material for additional information on the new 8.0 features. Also added is new Internet Services WWW templates, new Help files, a new HeaderMatch document, rules.MailRules document, etc. As with previous upgrades, if you have modified any of these files or have multiple websites enabled, you will need to update the documents, templates, and aliases.
4. Administrative account users should ensure that they use the latest FirstClass 8 client version for admin and sub-admin activities.
5. SMTP Authentication change. A change has been made to the Basic Internet Setup form on the UCE/Spam tab. The six checkboxes related to SMTP AUTH clients must have these features/user prefs to relay area on the old 7.1 form have been removed on the new one. In version 8.0 the ability to relay mail is now a group level permission called Allow mail relay. By default after the upgrade this permission will be disabled, so any users who were required to use SMTP AUTH for relaying on your server will no longer have permission. To correct this you will need to turn on the "Allow mail relay" permission on an appropriate user group form.
Image below shows the version 7.1 Basic Internet Setup form's old UCE/Spam tab.
 Image below shows the version 8.0 Basic Internet Setup form's new UCE/Spam tab.
 Image below shows the version 8.0 User Group features tab with the new Allow mail relay privilege in the Special Status area.
[Image:62804_60531_10.png
 6. At this point, once you have verified that you can log into your server after the initial upgrade, stop the FirstClass server and internet services and apply the SP5 update that was downloaded in step 1 of Before Upgrading section above. The server should be updated to version 8.0b242. Now open the IS7996.dmg file that was also downloaded in step 1 and launch it. Inside the FCISD image, double click on Double Click Me. Start both the FirstClass server and internet services. The server should be version 8.0b242 and internet services should be version 7.996.
Details and Changes
Detailed "New in this version" documents
When you upgrade to Version 8.0, a detailed New in this version document will be installed in each area of the Online Help documentation. Below is a link to these help documents available on FirstClass Online.
Nomenclature Changes
The names of several important items have changed in version 8. Here's a list of the most important changes you should be aware of.
Some of these items will retain the old name (i.e. Address Book, Home Page Folder) in upgraded servers but will still include the new functionality.
New Privileges
Old privileges have been replaced and new ones have been added. Please refer to the table below.
Mail Rules and Container Limits Improved
You can now have up to a total of 100 mail rules or conditions or combination there of, per container. That is a 4 factor increase over 7.1.
You can now have up to 4096 flaggable items in a container. That's more than double the limit of 7.1.
For information on what is defined as a flaggable item or a container, click here.
User's Library path used to store specific user information on FirstClass 8 client
You will notice that the FirstClass 8 client now uses the local user's Library path to store certain information such as downloads, settings files, and the dictionary in a folder called FirstClass. This makes for easier customization on multi-user computers.
Please note that these FirstClass home folders are not created until the user in question launches the shared FirstClass client application.
See example screen capture below.
 Audit (Trash Collection) Changes
Audit now combines most of the diagnostic and repair capabilities of FirstClass Tools with what was referred to as Trash Collection in previous versions. When the audit finds something of note, it will send a summary of this information to the admin account in the form of a message with the subject Audit Summary. Much like the old diagnostics, most entries with the exception of errors (such as Audit Error:...) can be ignored on the audit reports. Audit reports are only issued if the audit actually has something to report. If all is well, the admin will not receive an audit report at the end of a full audit.
You can now perform audits on single containers or users via FirstClass scripting (see AUDIT command in the FirstClass Scripting doc in the Administration section of Online Help). You can also perform audits on individual conferences, calendars, and users via the Admin menu, List Directory. Find a user, conference, or calendar that you wish to audit, right click on it and click on Audit Single User. You will be sent an Audit Summary based on that individual user, conference, or calendar.
Some changes have occurred in the audit scheduling located on the "System Profile" form under the "Timers" tab, and as such it is important to note the following behavior change.
An audit will occur automatically under the following circumstances:
1. An audit has not been performed for 24 hours.
2. If you shut down your server before the audit was scheduled to run, and the "End Time:" is set to "Completed", then an audit will run if you launch the server at any time after the scheduled Start time.
 3. If you shut down your server before the audit was scheduled to run, and the "End Time:" is set to a fixed time, then an audit will run if you launch the server any time between scheduled Start and End time.
 These changes are especially important to note if you are launching a restored backup of the FirstClass server to recover items that were deleted by the audit. It is possible to prevent the audit from running at start up by placing a FirstClass scripting file into the "fcns/Server/Batch" folder which would delay the audit from running.
Headermatch document
Your existing headermatch document, located in Internet Services, has been renamed to Pre 8.0 Headermatch and a new 8.0 Headermatch has been created.
See About browser steering for additional information.
Rules. mailrules document
The rules.mailrules document (found inside the Filters folder) will be renamed to pre80rules.mailrules and a new and updated rules.Mailrules document has been created.
If you have modified anything in the original rules.mailrules document, you will have to do the same in the new rules.mailrules document.
New Template Sets folder
Within the Internet Services > WWW, a new folder named Template Sets has been created. This folder contains the four template sets. Aliases of the four template sets have been created within the WWW folder.
"Shared Documents" button on "Directory" Form
The "Home Page" button on the "Directory" form is being changed to "Shared Documents" It will link to a folder on the user's desktop named "My Shared Documents". This means that after upgrading to version 8.0 clicking on the "Home Page" or "Shared Documents" button on the directory form will cause a 1081 error to be displayed until the user has created a shared documents folder. This could be done through the model desktop, or the users can go to the "File / Open / My Shared Documents" menu option.
Image showing 7.1 Directory form with "Home Page" button.
 Image showing 8.0 Directory form with "Shared Documents" button.
 Admin access via web browser restricted
Administrators and sub-administrators are, by default, no longer permitted to log in via web browser to improve security.
If you have a valid SSL certificate and FirstClass Internet Services is configured to use it, the Administrator account or sub-administrator accounts can log in via SSL. For full functionality, it is still recommended that you use the FirstClass Client when administrating your server.
You can also disable this restriction via the Advanced Web & File form in Internet Services on the Admin desktop (see image below). You will need to click on the Reload Config button on the Control tab of the Internet Services monitor for this change to take effect.
Newer installs may also contain a permission group called Subadmin Users which may have the Web Client option disabled. You will have to enable this option also in order to permit admin or subadmin web logins.
 Online Help
The FirstClass 8.0 Online Help is available by choosing Help > Contents. The originals are located in Multi-site Setup > FC Resource Registry > En > Online Help.
If you have added custom content to the Online Help, it will be located in Multi-site Setup > FC Resource Registry > Pre 8.0 En > Pre 8.0 Online Help.
Within your Admin Help folder, you'll find a New in the version document in each of the subcontainers.
Hidden Option in Get Info
It is now possible to place containers or items in different locations via Properties/GetInfo (see image below).
One of these options is Hidden. This is a powerful option as the container or item will dissapear from view.
To make a container or object unhidden, go to the View Menu and SHIFT+click on Explore. All objects and containers of where you are, including those that are hidden and unhidden, will be listed in the left hand frame. Choose the container or object that was hidden and go to the FILE menu and choose Properties/Get Info. Change the setting in the View, Icon ID, Icon position section. If there are too many items, you could move the items that are NOT hidden to a subfolder and what remains will be the hidden items. Hidden is not an option to be used lightly.
 Calendar changes
Calendar events can either go to the user's Mailbox or to the Calendar. This behavior can apply to all users, or be based on the user or group.
Calendar events from users who do not have Add participants permission for your calendar will be delivered to your Mailbox. Calendar events from users with Add participants permission will be added to your calendar.
The No access and See Times permission sets will result in events being delivered to the Mailbox. All the other permission sets will send Events directly to the Calendar.
On receipt the Event form automatically includes an Accept, Tentative, & Decline buttons. Clicking Accept or Tentative will move the Event from the Mailbox to the Calendar. Clicking Decline or closing the Event form will leave it the Mailbox.
 Be prepared. Check your All Calendars group to see what the permissions are set to currently. Getting calendar Event go to users Mailboxes may be as simple as changing the All Calendar group to All Users > See Times. However, keep in mind that All Calendars controls the top permissions for personal, group, resource, and location calendars.
If you suspect that your users have set their own personal Calendar permissions it would be best to create a "To Mailbox" and a "To Calendar" calendar group, and instruct users to make their Calendars a member of one or the other.
Maximum recipients set to 100 by default in All Users group
There is now a maximum message recipients limit that can be set at the group level. This applies to messages sent to local users on the FirstClass system and/or internet email addresses.By default, it is set to 100 in All Users.
It is recommended that you advise your users of this limit. This limit can be changed via the user group permissions.
The user must log out and log back in for such a change to take effect. See screen shot below.
The All Users permission group is the location of the default for this setting so do not set the All Users Maximum Recipients to Default.
 Voice Services and FirstClass 8
FirstClass 8 includes new Voice Services privileges including the Create Voice Menu and Make Voice Calls. You may need to grant these privileges to the Call Answer user and any voice menu user if they have not already been granted.
See screen shot below.
[Image:6212004_90610_00.png
 What to do if Master is a symbolic link
WARNING: only use this procedure if your primary post office resides on another hard drive volume other than the volume that contains Library/FirstClass Server does. See Step 2 of Before Upgrading for details.
The work around shown below will work for a Server that has a symbolic link to just the primary fcpo or to several secondary fcpos.
Be sure server is shut down and a recent backup is available before proceeding.
Overview...
Install Shield is looking for a folder .../Volumes/Master/fcpo
You will rename the existing Master link and create a new empty /Volumes/Master/fcpo path.
Run the upgrader.
Upgrader will place the upgrade files in .../Volumes/Master/fcns/server/batch
You will move the 2,900 batch files to the original batch folder.
Rename and delete folders and launch FirstClass server.
Details...
1. Rename the Original .../Volumes/Master/ to MasterOriginal
2. Create two new folders .../Volumes/Master/fcpo
3. Run the FirstClass upgrader. Select all upgrade options applicable to your site.
4. When upgrader is finished, rename the new .../Volumes/Master/ to MasterUpgrade
5. Move the batch files from the upgrade
.../Volumes/MasterUgrade/fcns/server/batch
to
.../Volumes/MasterOriginal/fcpo/server/batch
6. Delete ...MasterUgrade
7. Rename the original .../Volumes/MasterOriginal/fcpo to fcns
8. Rename MasterOriginal link to 'Master'
9. Launch FirstClass Tools. Upon launch it it will do a FirstClass Postoffice conversion to 8.0 after which you need to install the 8.0 upgrade license.
10. Launch FirstClass server.
If you are presented with an error that it has not been installed properly, ensure that the path is /Library/FirstClass Server/Volumes/Master/fcns
11. Open fcsd.log and review the upgrade progress.
This is 'normal'...
Several minutes of upgrade entries...
<snip>
********************************************************
8.0 upgrade script has completed
********************************************************
[09/25/2004 08:35:29] End Batch folder processing.
Running Darwin Kernel Version 7.5.0: Thu Aug 5 19:26:16 PDT 2004; root:xnu/xnu-517.7.21.obj~3/RELEASE_PPC
[1 processor installed on George-Matthews-Computer.local]
[09/25/2004 08:35:29] FirstClass Server 8.0 (Build 216) started.
[09/25/2004 08:35:30] Audit started
[09/25/2004 08:35:31] Audit repair: Removed block of invalid data.
[09/25/2004 08:35:31] Path: (/Library/FirstClass Server/./volumes/master/fcns/U/_/b1cbb78a/ENInfo)
[09/25/2004 08:35:31] FCPath: ([Master] admin/Core Services/?)
[09/25/2004 08:35:31] Audit ended
[09/25/2004 08:35:31] Next scheduled audit: 09/26/2004 03:00:00
12. Log in as Admin and review the new environment.
13. Update you backup routines to accommodate the new fcns or fcns8001.
If you have a FirstClass mirror, the original fcpo8001 will remain.
A new fcns8001 mirror will be built. Once you are confident that the new mirror is viable, then you may delete fcpo8001
Be certain that your backup is copying fcns8001.
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