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Software upgrade

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In case you are upgrading your existing SSP environment, please make sure to save a backup of your current version. The folders contain images and stylesheet files you need after the upgrade. Normally, no changes to IIS are required.

To complete the upgrade, please follow these steps:

Checklist

The checklist below shows all steps to be executed in order to complete the upgrade of SSP. Please complete each step before continuing to the next steps.

1.Preparation

 

#

What

Remark

OK

1.

Download the files from the SMTX website

The file can be found at http://software.smt-x.com. The download file is over 500MB, so please make sure to do this step well in advance.

 

1.

Check System health

Verify that the system is currently working correctly in order to avoid a long search after upgrade for issues not related to the upgrade.

 

1.

Backup Database

Make a backup of the database to be upgraded.

 

1.

Backup Website

Copy IIS application files from your SSP application folder to a backup folder. Do not remove the folder structure. Include the folders Common, Forms, Workflow, KM, Webstore and Ticketing. The application folder will be called <application> in this document.

Please note that the Forms folder can be very large due to attachments stored in this folder. You may want to consider an incremental backup of this folder.

 

1.

Backup Scheduler

Save a copy of the scheduler config file. The folder where the scheduler is installed will be referred to as <scheduler>.

 

1.

Backup web.config

Save a copy of the web.config file. Although this file is not overwritten, it’s a good practice to store this file with the other backup files.

 

1.

Copy the downloaded default.zip file to your installation folder on the server.

We advise to have a folder called Install and you create subfolders for each version that is installed. In this document we call the version folder <install>.

 

1.

Unblock the ZIP file. Verify that the downloaded file is not locked by Windows.

Check the properties page of the zip file and if there is an unblock button, click on it. If there is no unblock button, continue with next step.

 

1.

Extract the downloaded default.zip file in your <install> folder

A default folder is created containing a number of subfolders

 

 

2.Installation

 

#

What

Remark

OK

1

Start the IIS (Internet Information Services) Manager and stop the SSP web server and stop Scheduler service

Or at least stop the SSP website when more sites run on the server

 

2

Open the Windows Services screen and look for the SSPScheduler service. Stop this service.

In case you are running the scheduler as a Scheduled Task, pause the scheduled task in Windows.

 

 

3

Unzip the default.zip file downloaded from the SMTX website into your <install> folder. Before unzipping check the properties of the ZIP file and verify that it is not blocked.

In case the file is blocked, click on the unblock button before you extract the ZIP file:

 

4

Copy the folders contained within the <install>\web-update folder to your SSP installation folder.

You should overwrite all existing files and folders. The web-update contains no config files and no stylesheet files. If you have done other customizations, you should do them again after this step.

 

5

Run the database script located in <install>\dbscripts\SQL.sql

This script will upgrade your database. Make sure to connect to the correct database using SQL Management Studio and run the script without any modifications.

 

6

Go to the <install>\scheduler\scheduledtask-update folder and copy all files and paste them into your <scheduler> folder.

This provides the scheduler with the new application files. You can overwrite all existing files.

 

7

Start IIS

 

 

8

Start SSPScheduler service or let the Windows Task run again

 

 

 

3.Testing

 

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What

Remark

OK

1

Check Person sync

Verification if person data is loaded correctly

 

2

Check workflow

Test to see if process can be started and updated

 

3

Check external interfaces

Test if emails can be sent and received and verify that any external interfaces still work.

 

4

Check if tasks run without errors (delete the ones not used by particular customer)

 

 

5

Test SSO

Single sign On for automatic login

 

6

Test attachments

Uploading of attachments requires additional folder access rights

 

7

Check if log files are created

Correct configuration of log files and their location

 

8

Check access with non admin user

Non-admin access to verify roles work correctly

 

 

4.Rollback

 

In case you need to roll-back the installation, please follow the procedure below

 

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What

Remark

OK

1

Restore database

You can’t undo the database changes and therefore need to restore the previously made backup.

 

2

Start the IIS (Internet Information Services) Manager and stop the SSP web server and stop Scheduler service

Or at least stop the SSP website when more sites run on the server

 

3

Open the Windows Services screen and look for the SSPScheduler service. Stop this service.

In case you are running the scheduler as a Scheduled Task, pause the scheduled task in Windows.

 

 

4

Copy the folders contained within the <backup> folder to your SSP installation folder.

 

 

5

Go to the <application>\common folder and copy all .dll files that have SMTX and BL in their name (about 40 files) and paste them into your <scheduler> folder.

This provides the scheduler with the new application files. You can overwrite all existing files.

 

6

Start IIS

 

 

7

Start SSPScheduler service or let the Windows Task run again