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1. Verify that the ESS is on a machine with a supported operating system. See Supported Technologies.
2. Verify that there is at least 5 GB of free space available in the installation directory/drive.
3. Download the software.
4. Prepare the MySQL database if you use MySQL. 
5. If you are upgrading the ESS on a Linux server, do the following:
   
   1. Navigate to Monitor > Processing Tasks and check both Processing Tasks queues to be sure they are completely empty, as shown in the below figure. This is necessary because a permissions issue causes any tasks in the processing queues to be lost during upgrade.
      

      

   2. Check the ulimit setting for the "maximum number of open file descriptors per process" on the server; it must be set to at least 64K (64x1024) in order for ESS upgrade to succeed. If this setting is lower, the installer will ask to change it. To view a list of the per-process resource limits currently enforced by the operating system, log on as the 'root' user and execute the command ulimit -a. For more information, see the note in the Upgrade the ESS#Upgrade on Linux section below.
    
6. Install the upgrade. Procedures for Windows and Linux appear below.
7. Check for retired devices. If you have venues with retired devices, you must install supported devices in those venues and verify that capture schedules point to those new devices.
8. Report upgrade problems if you encounter them.
9. If you have venues with Classroom Capture (sometimes called EchoCapture software, Software Capture, or Podium Capture), continue by upgrading the software on podium PCs in those venues. See Install Classroom Capture Software.

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The installation software is provided through a compressed file downloaded from the Echo360 customer support portal. Save it to a directory location on the hard drive of the machine where the EchoSystem Server (ESS) will be run.  

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1. Ensure that you are using a supported version of MySQL. See Supported Technologies.
2. Convert the Latin-1 character set to the UTF-8 character set. See Upgrade the ESS#Convert Convert Latin-1 to UTF-8.
3. Check the collations of the database and tables. You may need to change the collation of the database. See Upgrade the ESS#Check Check Database and Table Collations.
4. If you expect to have captures of three hours or longer: Increase the max_packet_size parameter in the my.cnf file. See Upgrade the ESS#Increase Increase the max_packet_size Parameter.

Convert Latin-1 to UTF-8

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These instructions assume that you used the default directories for the installation of your original ESS and that you are not changing the location. If you are changing the installed location, even if you are not changing the host server, contact Echo360 Technical Support for assistance.

1. Navigate to Administrative Tools > Services.
2. Select the EchoSystem Server service.
3. Click Stop.
4. Select the Wowza Media Server service.
5. Click Stop.
6. Back up the ESS database and application. See Upgrade to EchoSystem 5.5.
7. Extract the zip file downloaded from the Echo360 website. Navigate to the expanded directory and double-click the installer executable.
8. Follow the instructions on the screen to install the upgrade.
9. On successful completion of the upgrade, the ESS service is started automatically by the installer.
10. The ESS upgrades the Wowza Media Server to version 3.5 if you are using an internal configuration of Wowza.
11. Wowza is not started automatically. To start the Wowza Media Server service:
    
    1. Navigate to Administrative Tools > Services.
    2. Select the Wowza Media Server service.
    3. Click Start.

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These instructions assume that you used the default directories for the installation of your original ESS and that you are not changing the location. If you are changing the installed location, even if you are not changing the host server, contact Echo360 Technical Support for assistance.

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If the upgrade procedure produces any error or failure messages the installer reverts back to the earlier instance. In this event, contact Echo360 Technical Support for assistance.