If you use Solr search capabilities with SAS Enterprise Case Management or SAS Anti-Money Laundering, you should upgrade from Solr 4.7.x to Solr 5.5.5. This recommendation applies to SAS Enterprise Case Management 6.2 or later, and SAS Anti-Money Laundering 6.3 or 6.3M1.

This note documents the necessary changes to the sample configuration files delivered with SAS Enterprise Case Management. For more details about upgrading to Solr 5.x, see the section titled "Upgrading from Solr 4.x" in the Apache Solr Release Notes.

Note: The instructions use the following naming conventions:

• <solr-4.7.x-install-dir> -  This is the directory where Solr 4.7.x is installed, such as: C:\solr-4.7.2.
• <solr-5.5.5-install-dir> -  This is the directory where Solr 5.5.5 is installed, such as C:\solr-5.5.5.
• This note uses Windows directory path separators (\). If you are working with the UNIX platform, replace the separator with the UNIX path separator (/).

Follow the steps below to make the necessary changes to the sample configuration files delivered with SAS Enterprise Case Management. 

1. Locate existing directories for the previous version of Solr, and create required directories for the new version.
   • Locate the directory where solr-4.7.x is installed: <solr-4.7.x-install-dir>.
   • Create the solr-5.5.5 installation directory: <solr-5.5.5-install-dir>.
   • Create the subdirectories in the solr-5.5.5 installation directory: <solr-5.5.5-install-dir>\ecm\solr.
2. Stop Solr 4.7.x.
3. Install Solr 5.5.5.
   • Download the Apache Solr Reference Guide Covering Apache Solr 5.5 (apache-solr-ref-guide-5.5.pdf) from http://archive.apache.org/dist/lucene/solr/ref-guide/.
   • Follow the instructions for downloading and installing Solr 5.5.5 in the "Installing Solr" section of the guide.
4. Copy the following Solr integration files from the <solr-4.7.x-install-dir>\ecm\solr directory to the <solr-5.5.5-install-dir>\ecm\solr directory.
   • zoo.cfg
   • solr.xml
   • README.txt
   • original.solr.xml
   • SearchMetadata
   • EntCaseMgmtCollection
5. Update the following seven integration files in the Solr 5.5.5 directory as shown below:
   • <solr-5-5-5-install-dir>\ecm\solr\solr.xml
     • Change from:
       • <solr persistent="true">
     • Change to:
       • <solr>
     • Remove the following section:

<cores adminPath="/admin/cores" defaultCoreName="EntCaseMgmtCollection" host="${host:}" hostPort="${jetty.port:}" hostContext="${hostContext:}" zkClientTimeout="${zkClientTimeout:15000}">

<core name="EntCaseMgmtCollection" instanceDir="EntCaseMgmtCollection" /> <core name="SearchMetadata" instanceDir="SearchMetadata" />

</cores>

• <solr-5.5.5-install-dir>\ecm\solr\EntCaseMgmtCollection\core.properties
  • Change from:
    • name=collection1
  • Change to:
    • name=EntCaseMgmtCollection
• <solr-5.5.5-install-dir>\ecm\solr\EntCaseMgmtCollection\conf\schema.xml
  • No changes are needed to this file for SAS Enterprise Case Management 6.3M0 or SAS Anti-Money Laundering 6.3M0.
  • For SAS Enterprise Case Management 6.3M1 or SAS Anti-Money Laundering 6.3M1:
    • Change from:
      • <filter class="solr.EdgeNGramFilterFactory" minGramSize="3" maxGramSize="50" side="front"/>
    • Change to:
      • <filter class="solr.EdgeNGramFilterFactory" minGramSize="3" maxGramSize="50"/>
  • For SAS Enterprise Case Management 6.2:
    • Change from:
      • <fieldType name="pint" class="solr.IntField"/>
      • <fieldType name="plong" class="solr.LongField"/>
      • <fieldType name="pfloat" class="solr.FloatField"/>
      • <fieldType name="pdouble" class="solr.DoubleField"/>
      • <fieldType name="pdate" class="solr.DateField" sortMissingLast="true"/>
    • Change to:
      • <fieldType name="pint" class="solr.TrieIntField"/>
      • <fieldType name="plong" class="solr.TrieLongField"/>
      • <fieldType name="pfloat" class="solr.TrieFloatField"/>
      • <fieldType name="pdouble" class="solr.TrieDoubleField"/>
      • <fieldType name="pdate" class="solr.TrieDateField" sortMissingLast="true"/>
• <solr-5.5.5-install-dir>\ecm\solr\EntCaseMgmtCollection\conf\solrconfig.xml
  • Change from:

    <requestHandler name="/update/json" class="solr.JsonUpdateRequestHandler">
               <lst name="defaults">
                       <str name="stream.contentType">application/json</str>
               </lst>
    </requestHandler>
    <requestHandler name="/update/csv" class="solr.CSVRequestHandler">
               <lst name="defaults">
                       <str name="stream.contentType">application/csv</str>
               </lst>
     </requestHandler>

• Change to:

     <requestHandler name="/update/json" class="solr.UpdateRequestHandler">
               <lst name="defaults">
                       <str name="stream.contentType">application/json</str>
               </lst>
     </requestHandler>
     <requestHandler name="/update/csv" class="solr.UpdateRequestHandler">
               <lst name="defaults">
                       <str name="stream.contentType">application/csv</str>
               </lst>
     </requestHandler>

• <solr-5.5.5-install-dir>\ecm\solr\SearchMetadata\core.properties
  • Change from:
    • name=collection1
  • Change to:
    • name=SearchMetadata
• <solr-5.5.5-install-dir>\ecm\solr\SearchMetadata\conf\schema.xml
  • Change from:
    • <fieldType name="pint" class="solr.IntField"/>
    • <fieldType name="plong" class="solr.LongField"/>
    • <fieldType name="pfloat" class="solr.FloatField"/>
    • <fieldType name="pdouble" class="solr.DoubleField"/>
    • <fieldType name="pdate" class="solr.DateField" sortMissingLast="true"/>
  • Change to:
    • <fieldType name="pint" class="solr.TrieIntField"/>
    • <fieldType name="plong" class="solr.TrieLongField"/>
    • <fieldType name="pfloat" class="solr.TrieFloatField"/>
    • <fieldType name="pdouble" class="solr.TrieDoubleField"/>
    • <fieldType name="pdate" class="solr.TrieDateField" sortMissingLast="true"/>
• <solr-5.5.5-install-dir>\ecm\solr\SearchMetadata\conf\solrconfig.xml
  • Change from:

<requestHandler name="/update/json" class="solr.JsonUpdateRequestHandler">
           <lst name="defaults">
                    <str name="stream.contentType">application/json</str>
           </lst>
</requestHandler>
<requestHandler name="/update/csv" class="solr.CSVRequestHandler">
           <lst name="defaults">
                    <str name="stream.contentType">application/csv</str>
           </lst>
</requestHandler>

• Change to:

<requestHandler name="/update/json" class="solr.UpdateRequestHandler">
           <lst name="defaults">
                    <str name="stream.contentType">application/json</str>
           </lst>
</requestHandler>
<requestHandler name="/update/csv" class="solr.UpdateRequestHandler">
           <lst name="defaults">
                    <str name="stream.contentType">application/csv</str>
           </lst>
</requestHandler>

6. Start Solr 5.5.5.

• cd <solr-5.5.5-install-dir>
• bin\solr start -s ecm\solr

7. Re-index the Solr data as documented in the "Using and Configuring Global Search" chapter in the SAS Enterprise Case Management 6.3: Administrator's Guide. If you are using SAS Anti-Money Laundering, you must also re-index the FCF data, as documented in the SAS Anti-Money Laundering 6.3: Installation, Configuration, and Administration Guide.

Note that the instructions for setting up Solr as an operating system service in the PrepareSolr directory are obsolete for Solr 5.5.5. For tips on setting up Solr as an operating system service, please refer to Consider adding start scripts in the Apache Solr documentation.

Operating System and Release Information

Product Family	Product	System	Product Release		SAS Release
			Reported	Fixed*	Reported	Fixed*
SAS System	SAS Enterprise Case Management	Linux for x64	6.3		9.4 TS1M2
		64-bit Enabled Solaris	6.3		9.4 TS1M2
		64-bit Enabled AIX	6.3		9.4 TS1M2
		Microsoft® Windows® for x64	6.3		9.4 TS1M2
SAS System	SAS Anti-Money Laundering	Microsoft® Windows® for x64	6.3		9.4 TS1M2
		64-bit Enabled AIX	6.3		9.4 TS1M2
		64-bit Enabled Solaris	6.3		9.4 TS1M2
		Linux for x64	6.3		9.4 TS1M2

* For software releases that are not yet generally available, the Fixed Release is the software release in which the problem is planned to be fixed.

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Type:	Usage Note
Priority:	high

Date Modified:	2017-12-20 17:16:14
Date Created:	2017-10-31 09:54:44