EZproxy 7.1 upgrade guide

Depending on which version of EZproxy you are currently running, there are some steps you may need to complete prior to downloading and installing EZproxy 7.1.

How to read this guide: Note which version of EZproxy you are running, find the applicable section, and work upward. For example, if you are running EZproxy 6.4.4, start with the "If running a version prior to EZproxy 6.5.2" section, and work upward from there.

If running EZproxy 7.0.16

Actions:

Verify that at least 200MB of disk space is available in the EZproxy directory to support the new security rules database
Download and install the latest version

If running a version prior to EZproxy 6.6.2 and using SAML authentication

These steps apply only to sites both running EZproxy versions prior to 6.6.2 and using SAML authentication.

Actions:

Make a backup of your shibuser.txt file (recommended in case you need to revert)
Add encryption and signing options to config.txt
Make sure your SAML attribute values are quoted in shibuser.txt

If running a version prior to EZproxy 6.5.2

Actions:

Retrieve your EZproxy WSKey from OCLC WSKey Management
Follow these steps to re-validate your WSKey:
1. Log onto your EZproxy Server.
2. Stop EZproxy from running as a service.
3. Remove EZproxy as a service (ezproxy -sr).
4. Install your EZproxy WSKey:
  
  Windows Command:
  ezproxy -k 123456789101112
  Linux Command (Must be run as root):
  ./ezproxy -k 123456789101112
  Add EZproxy back as a service(ezproxy -si).
  
  After this has been completed, the message should go away.
5. Restart EZproxy.
Enable the IntrusionAPI directive, which provides options to audit or block access from pirate or hacker IP addresses

If running a version prior to EZproxy 6.4.4

The Location directive is important to realize the benefits of the new security features in EZproxy 7.1.

Actions:

Follow these steps to update your Location directive
A Maxmind account is required to download the updated geolocation file

If running a version prior to EZproxy 6.0

Starting with version 6.0, EZproxy moved to an annual subscription model.

Actions:

Request a quote for an EZproxy subscription, hosted by OCLC