作業を開始する前に

1. Note that you need current software maintenance to perform the upgrade.
2. アップグレード開始前に、ライセンスサポートが有効期間内にあることを確認してください。
3. If your current license has expired but you have a new license with you, please update your license in Confluence before performing the upgrade.
   If you forget to do this and your license has expired, you will receive errors during the upgrade process. Refer to the instructions on upgrading beyond current license period.
4. Check the release notes for the new version of Confluence you are installing, plus the upgrade notes for any major versions you are skipping. It is important to read these upgrade notes as there might be specific changes between Confluence versions that could affect your Confluence instance. The upgrade notes pages for recent major versions of Confluence are accessible from the Upgrade Notes Overview page. (Each upgrade notes page is a 'child' of its respective release notes page.)
   If you are upgrading from a version of Confluence prior to 2.5.5, the upgrade notes information is located under a heading on the release notes pages.
5. システム環境 (例えば、データベースシステム、オペレーティングシステム、アプリケーションサーバーなど) が引き続き Confluence のシステム要件を満たしていることを確認してください。新しいバージョンは過去のバージョンとはシステム要件が異なる可能性があります。
6. Confluence EAR-WAR 版をご利用の場合は、Confluence の EAR-WAR 版をインストールで Confluence 実行に必要な追加作業の有無を確認してください。
7. If you are using an external database, familiarise yourself with all known issues for your specific database. Also make sure the Confluence database connector principal (the database user login) has sufficient permissions to modify the database schema.
8. Note which plugins are installed/enabled on your current Confluence instance. Please verify whether a compatible version of the plugin is available in the version of Confluence you are upgrading to. This information is available on the respective home pages for these plugins on the Atlassian Plugin Exchange. Once you have confirmed the availability of compatible versions, you should upgrade your plugins after successfully upgrading Confluence. This can be done via the 'Plugin Repository' in your Administration Console. Please test these first by applying them to the latest Confluence version in a test environment.
9. Confluence のカスタマイズを行っている場合は、それが最新バージョンにも対応しているか否かを確認してください。例えばレイアウトの変更や自分だけのカスタムテーマの適用を行っている場合は、先にテスト環境でこれらを Confluence 最新バージョンに適用するテストを行っておいてください。Confluence に設定したカスタマイゼーションの内容を確認してください。

バックアップ

Confluence のアップグレードを実行する前に、以下に示すバックアップ作業を行う必要があります:

1. Back up your Confluence Home directory. The Confluence Home directory is the folder where Confluence stores its configuration information, search indexes and page attachments. If you are using the embedded HSQLDB database supplied for evaluation purposes, the database files are also stored in this directory.
   Tip: Another term for 'Home directory' would be 'data directory'. The location of the Home directory is stored in a configuration file called confluence-init.properties, which is located inside the confluence/WEB-INF/classes directory in your Confluence Installation directory.
2. Back up your database. Perform a manual backup of your external database before proceeding with the upgrade, and double check that the backup was actually created properly. If you are not a database expert, or unfamiliar with the backup-restore facilities of your database, you should try to restore the backup to a different system to ensure the backup worked, before proceeding. This recommendation is not specific to Confluence usage but just common sense: Surprisingly many companies, even banks, get in trouble for broken database backups.
   The 'embedded database' is the HSQLDB database supplied with Confluence for evaluation purposes, you don't need to back it up since it is stored in the home directory. But you should not use this database for production systems anyway, so if you happen to accidentally still use HSQLDB in a production system, please migrate to a proper database before the upgrade.
3. Back up your Confluence Installation directory (if you are using Confluence Standalone) or your Confluence webapp (if you are using Confluence EAR-WAR edition). The 'Confluence Installation directory' is the directory into which the Confluence application files and libraries have been unpacked (unzipped) when Confluence was installed. Confluence does not modify or store any data in this directory. This directory is also sometimes called the 'Confluence Install directory'.

テスト環境におけるアップグレードテスト

1. Create a snapshot of your current production Confluence environment on a test server, as described in the page on Moving Confluence Between Servers.

Import an old xml backup file to a new version is not recommended. Please recreate your production instance in a Test Environment first.

1. Perform the upgrade on your cloned environment.
2. Test all your unsupported plugins and any customisations with the new version before proceeding on your production server.