6.6. Special Post-Setup Instructions for Upgrade

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Installation Guide | Chapter 6: Post-Setup |

6.5. Manually Configure the Front-End Web Server |  | 6.7. After Installation and Post-setup
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## 6.6. Special Post-Setup Instructions for Upgrade

To perform post-setup for a new EKM server as part of an upgrade from a previous version, follow the same procedure for Post-Setup, and in addition follow these special instructions during the post-setup process:

1. Transfer Custom Settings and Plug-ins

2. Rename User Accounts

### Transfer Custom Settings and Plug-ins

Complete this step before starting EKM for the first time. This step is performed on the primary cluster node only.

1. In the new EKM server, edit the configuration file `EKM_HOME/conf/ekm.xml`, and manually transfer any custom settings to this configuration file from the old EKM server. Be aware that there are differences in format and content between the old and new versions of `ekm.xml`, but many settings in the old version are present in the new version, and therefore can be manually transferred as appropriate. Do not replace the new `ekm.xml` with the old one.

2. Copy any custom plug-ins from the `plugins-deploy` directory of the old EKM server to the `plugins-deploy` directory of the new EKM server. Custom plug-ins must be validated for compatibility with the new EKM version; if this has not been done, do not copy them to the new EKM server at this time.

Important: Do not start the new EKM server until instructed to do so.

### Rename User Accounts

Complete this step after starting EKM for the first time.

If in the previous version of EKM there were user accounts that differed only by case (for example, `jsmith`, `jSmith`, and `JSMITH`), you must rename the duplicate accounts. EKM 18.2 will not allow multiple user accounts that differ only by case.

To rename a user account:

1. Sign in to EKM and go to the Administration/Users page.

2. Right-click the user name and select Edit > Rename.

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