Upgrade Typefi Workgroup and InDesign server

Note: This article is a how-to guide for system administrators—or others with a similar IT background—who are upgrading Typefi Server for Workgroup.

Overview

There are two ways you can upgrade Typefi Server for Workgroup:

1. Self-service. If you want to complete the upgrade process yourself, please follow the steps in this article. We strongly suggest that you discuss this upgrade with your Solutions Consultant before upgrading.
2. Full-service. If you want us to complete the upgrade process, please contact your Solutions Consultant to schedule a time. 

On this page

• Upgrade Adobe InDesign Server
• Upgrade Typefi Server
  • Prepare to upgrade
  • Download required files
  • Install components
  • Configure and license your Typefi Server
  • Run a test job
• Upgrade movemen MathTools

Preparations for the upgrade

Procure Adobe InDesign Server ↩

Not every To upgrade to a newer version of Adobe InDesign Server, contact your Solutions Consultant to let them know. If you licensed InDesign Server through us, your Solutions Consultant will provide you with the InDesign Server installer.

If you are upgrading to InDesign Server 2021, see Upgrading to Adobe InDesign Server 2021 for instructions.

NOTE Adobe recommends purchasing the Development license for extended testing and staging solutions. For more information, see Adobe InDesign Server Licensing Updates.

Once upgraded, you’ll need to re-save all your Typefi-ready templates (.indd) into the newer version and ensure that the InDesign client licenses are also upgraded.

FAQ

• How long will the system be down? Though this process is normally pretty painless, let your team know that the system will be down for 1-2 hours.
• Can this be done remotely? Yes.
• Will a restart be required? Yes.
• When will this happen? As desired.

Typefi Server ↩

Please allow 1-2 hours of downtime for the upgrade. The general process for upgrading Typefi Server for Workgroup is:

1. Running the latest Typefi Server for Workgroup installer on top of the existing installation to upgrade the server.
2. Running the latest Typefi Designer for Workgroup Server installer on top of an existing installation to update InDesign Server plugins.
3. Replacing workflow plug-ins (WAR files) that should be replaced.

Prep

Use this table to help you prepare to upgrade:

After you have completed these preparation steps:

1. Contact your Solutions Consultant and let them know you want to upgrade. They will provide you with the latest version of Typefi Server on our free Sandbox environment (available for 30 days).
2. Complete your testing in Sandbox within 30 days.

After your testing in Sandbox is complete, you can begin the upgrade process:

1. Download all required files (see list below) from the Typefi FTP.
2. Make internet access available to the server or make preparations for offline activation. Doing this online is highly recommended.
3. Make sure you have access to a local administrator or a domain user account with local admin rights. Grant it log on as service rights. This account is used as the service account for Typefi and InDesign.
4. Make a backup of your server. For macOS, see Back up your Mac; for Windows, see Backup and Restore in Windows 10.  Here are some paths that Typefi often uses:
   1. macOS: /Library/Application Support/Typefi
   2. Windows: C:\ProgramData\Typefi 
      NOTE Program directory might vary. Your filestore has all your data.

Required files

Install components

We recommend installing the client-side software first, then the server-side software.

Install client-side software

1. Install Typefi Designer. For step-by-step instructions, see Installing Typefi Designer.
2. If your workflow uses Typefi Writer, install it next. For instructions, see Installing Typefi Writer and Installing the 64-bit edition of Writer example. NOTE Custom DOTM files and other integrations may interact with each other and cause issues during the upgrading process. Your Solutions Consultant can help you remove old DOTM files and replace them with new DOTM files. Alternatively, you can follow the instructions in Missing customizations in Office Word after an update.

Install server-side software

Install Typefi Designer Server:

1. Run the installer.
2. Follow the steps in the installer.
3. Open the .\Adobe InDesign [Year] Server\Plug-Ins folder and verify that a folder named Typefi was created.

Install Typefi Server for Workgroup:

1. Run the installer.
2. Follow the steps in the installer. Although you may select all defaults, our suggested practice is to install to a dedicated volume or a designated app folder. The contents of this package include Apache Tomcat and Typefi Server Console files.
3. Restart your computer.
4. Change the Typefi Workgroup Server Service account and the InDesign Server service account to the same named user account.
5. Verify that Typefi Workgroup is installed:
   1. Open your web browser and visit http://localhost:8080. You should see the Typefi sign-in page.
   2. Sign in to Typefi Server as an administrator.

Install workflow plug-ins:

1. In your Typefi Server, go to Admin → Plugins.
2. At the bottom of the page, click Add Plugin.
3. Browse for the appropriate WAR file you downloaded from the FTP, and select it.
4. Wait. The installation process may take several minutes, especially when installing large plugins, so please be patient. The screen will eventually refresh and display the plugin along with all available actions. If it does not, click the Reload button on the bottom bar.
5. Verify that the actions you intend to use do not indicate Unlicensed:
   • If the action is unlicensed and you purchased the plug-in, contact your Solutions Consultant to have the license updated or re-issued.
   • If the action is unlicensed and you have not purchased the plug-in, contact the Typefi Sales Team.

To install workflow plug-ins directly within the file system, see Install workflow plug-ins and actions.

Troubleshooting:

• Each time you add a WAR file, the process may take a moment and will populate the new workflow action on that screen with an auto-refresh. Do not cancel or manually refresh the page.
• If you do not see the WAR files uploading, a local security setting is affecting the system. As a temporary workaround, locate the Typefi installation folder, click on .\Typefi\Server\webapps and paste all the WAR files into that folder. You will see them self-extract within a few moments. If this happens, make a note of the issue so it can be resolved.
• If a workflow action has an orange badge in the top right corner, a newer version is available. Click the badge to update the action. For more information, see Update an action.

Configure and license your Typefi Server

NOTE If you're upgrading to InDesign Server 2021 or later, follow the steps in Upgrade to Adobe InDesign Server 2021 first.

To configure:

1. In your Typefi Server, go to Admin → External Applications and click InDesign.
2. Click the Refresh button to update the engine’s information and confirm connectivity.
3. Verify the version information and PDF Presets are within expectations. If they are not loaded, please contact us for assistance.
4. If you update the name, a restart of the Typefi Workgroup Server Service is necessary.

To license:

NOTE This step requires internet access.

1. In your Typefi Server, go to Admin → Licenses.
2. Click Add / Update (located at the bottom of the screen). A new tab will open indicating whether your license request was successful or not. NOTE If you click Add / Update more than once, all subsequent claims will fail. The license key will be emailed to your organisation's designated Tech Rep. The Tech Rep is the person at your organisation who is in charge of licensing your Typefi Server.
3. Close the new tab you have open, and the previous tab will have a box to enter the license key. 
4. Paste the license key exactly as it is written in the email.
5. Check to see if the new license is present. If it is, you are good to go. If it is not, go to Admin → Log and scroll to the bottom of the log. Copy and paste the last few lines (you will see a message about the license failure) and send it to your Solutions Consultant for the next steps.

If you install third-party software with your InDesign solution, be sure those are updated and licensed accordingly.

Run a test job

As a best practice, we recommend building a test workflow to make sure your Typefi Server is configured correctly.

Troubleshooting

If your workflows are not running, check the job log. If you see this error, Could not run workflow (workflow.typefi_workflow). Invalid license. Contact Typefi to obtain a valid license., then go back to the Admin → Licenses page and delete all licenses except for the most recent one.

Then, run the test workflow again.

If deleting the old licenses did not fix the issue, please contact your Solutions Consultant.

Decommission the old computer ↩

As the last step, uninstall Typefi software from the old computer. For macOS, see How to delete apps on your Mac; for Windows, see Uninstall or remove apps and programs in Windows 10.

movemen MathTools ↩

movemen MathTools is a subscription product. There are two components: MathTools for InDesign (local to your computer) and MathTools for InDesign Server.

MathTools for InDesign

To upgrade to a newer version of MathTools for InDesign:

1. Download the latest MathTools installation package from the MathTools Download Area. Make sure to install the MathTools package that matches your InDesign version. If you are using Microsoft Windows, make sure you unblock it.
2. If InDesign is open, close it.
3. Move the movemen folder from the InDesign Plug-ins folder somewhere else (for example, your Desktop).
4. Extract the ZIP archive you downloaded in Step 1 to the InDesign Plug-ins folder inside the InDesign application folder.
5. Navigate to your old movemen folder (moved in Step 3) and select the license file (for example, movemen/lic/mt.MathToolsV2.lic).
6. IMPORTANT Copy your existing license file and paste it into the new movemen folder you extracted to the InDesign Plug-ins folder in Step 4.
7. Open InDesign.
8. Choose Math → Licensing → Verify License.
9. Close and reopen InDesign.
10. Verify that MathTools is activated: create a new document and choose Math → Enable Math for Current Document.

NOTE If you are licensing MathTools for the first time, licenses are only issued after Typefi has received payment. It may take up to 10 business days to receive a license. For more information, see License movemen MathTools with Typefi.

MathTools for InDesign Server

To upgrade to a new version of MathTools for InDesign Server, download the latest installation package from the MathTools for InDesign Server Download Area.

FAQ

• How long will the system be down? Not at all.
• Can this be done remotely? Yes.
• Will a restart be required? No.
• When will this happen? As desired.