March 21, 2020
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Notes on Upgrading to AEM 6.2

Notes on Upgrading to AEM 6.2
We worry a lot when we get a request from the client to Upgrade AEM from the older version to AEM 6.2. Let us see some important things to be taken care of while doing this activity.

Basically, we go with product upgrades for two reasons. Firstly the support for old versions gets expired. secondly, there are lots of new features and security upgrades in newer versions. AEM upgrade activities should include implementation, regression, full testing, downtime, go-live and production operations, etc.

Adobe recommends In place upgrade method for upgrading to AEM Latest versions. This is one of the most tested methods with Adobe. There are many individual tasks that are performed during an in-place upgrade. Also, AEM 6.2 requires JRE 1.7.x (64bit) or later.

Upgrade Steps in High Level
  • Analysis
  • Planning
  • Preparation
  • Execution
  • Post Upgrade Activities 

AEM upgrade has two steps basically.
  1. Upgrading the repository. (Using crx2oak tool)
  2. Upgrading AEM to 6.2. 
Note: For AEM 6.1 to 6.2 upgrade, we don't have to do step (1) since we already have OAK(CRX3).

Version dependencies:
AEM versions 5.4 to AEM 6.1 can be directly upgraded to 6.2.
AEM 5.3 and below versions need to upgrade first to version 5.4 or above, then to AEM 6.2.
AEM 6.1 to 6.2 upgrade can be carried out by just upgrading AEM(Not repository), In all other versions, we need to upgrade the repository.

Some precautions.
If your code is well maintained, and components are granular, you are safe. Ensure the infrastructure team is fully understood the architectural changes. Another success factor is you testing the upgrade activities minimum 3 times in development machines, to ensure all integration, third party APIS work perfectly.

Upgrade Steps:
Preparing the source instance:
Here we are ensuring our environment is ready for an upgrade.
  • Create a full backup - Take a backup of the content and any custom codes
  • Cleanup any content - remove unwanted content, packages, workflows
  • Consistency and Traversal Checks - Validate system checks using Adobe tools
  • Run a test suite - Ensure you have a test suite with all functionality checking
  • Disable custom authentication mechanisms - Disable any hooks related to authentications.
  • Upgrade customization - Upgrade your customs codes to reflect new APIs, removing deprecated ones.
  • Stop the instance
  • Archive then deletes the log files - Delete all old log files. 


Content Repository Migration: Migrate the repository to Apache Oak Using the crx2oak tool.

AEM Upgrade: Start the AEM 6.2 quickstart jar with the appropriate run modes (author, publish)

Post Upgrade :
  • Verify the upgrade.log and error.log for any issues.
  • Ensure the home page is loading fine.
  • Run the same test suite which you ran before the upgrade and ensure things are normal.


By aem4beginner

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