Upgrading FocusOPEN 3.3.9.x to 3.4.1

Introduction

The upgrade from FocusOPEN 3.3.9.5 to 3.4.1 introduces many new features and is quite involved. You need a good Windows system administration knowledge and a grasp of SQL Server to complete the upgrade. If you lack these skills, you are recommended to request priority support assistance via the My Account area or contact form. This is a chargeable service option, alternatively, use the forum to request assistance from the FocusOPEN community.

Note 1: This upgrade procedure is not suitable for pre 3.3.9.x users. Ensure you have carried the upgrade to 3.3.9.x before attempting this upgrade.

Note 2: The APS for 3.4.1 is not compatible with previous versions, as with other upgrades, deploy this to a separate server if you need to retain the existing one.

Backups & Preparation

Backup all elements of your FocusOPEN installation.

You are recommended to use the sandbox deployment guide to make a backup of your current FocusOPEN installation (with all assets and users), upgrade that and then take your old 3.3.9.x edition off-line and re-point the domain to the new 3.4.1 installation.

If deploying to the same server environment, ensure that all current APS jobs have completed processing and that all users have been asked to log out of FocusOPEN.

APS

  1. Note: the new APS is not compatible with any previous versions of FocusOPEN and you cannot have 2 instances on the same server.
  2. Uninstall the current APS service using the Windows control panel add/remove programs and features option.
  3. Install the new APS from the APS installer in the 3.4.1 deployment package.
  4. Start the APS service and check it set to start automatically (use the delayed start option if available).

Database

Using SQL Server Management Studio, run the “Upgrade 3.3.9.5 to 3.4.1.0.SQL” updater script in the in the DatabaseSetup\UpgradeScripts folder of the 3.4.1 deployment package over the FocusOPEN database.

Install wkhtmltopdf

In the installers folder of the deployment package, you should find a copy of wkhtmltopdf. This is used for generating PDF contact sheets for lightboxes and orders. Make a note of where you have installed this.

Upgrade Web Root and Change Config Settings

  1. Make a backup copy of your config folder, especially appsettings.config and also web.config in the webroot.
  2. Copy the webroot folder from the 3.4.1 deployment package into your existing webroot.
  3. Copy your appsettings.config file back into the config folder and make the changes shown below or manually transfer any custom settings from the old (copied) files to the new version.
  4. Make any custom changes you made to your old web.config folder to the new version from the 3.4.1 deployment package.

Add the following key to appsettings.config in the config folder:

  <add key="PhysicalOrderEmailNotification" value="" />
  <add key="PdfEnginePath" value="[path to wkhtmltopdf.exe" />

The wkhtmltopdf.exe path will usually be either:

C:\Program Files\wkhtmltopdf\wkhtmltopdf.exe (for x86 OS)

or

C:\Program Files (x86)\wkhtmltopdf\wkhtmltopdf.exe (64-bit)

Changes have been made to some of the other configuration files such as AdminNavigation.xml so ensure you have up to date editions of these files also or you may not be able to access all features properly.

The PhysicalOrderEmailNotification setting can usually be left blank unless you are using the new 'physical' assets attribute to allow users to order non-digital assets using FocusOPEN.

Finishing Up and Testing

Once you have completed the upgrade procedure, you are recommended to restart IIS and ensure basic functions still work like logging in, uploading and cataloguing.

If you have problems with the upgrade, try a clean install of 3.4.1 first to ensure that works as expected.

 
upgrading-focusopen-3.3.9.5-to-3.4.1/start.txt · Last modified: 2011/11/29 17:21 by admin