Installing Upgrades

Upgrade Instructions

Installing a new build of SOLO Server is quite simple in most cases, and depending on processor speed and current server workload, should take just minutes. Note that IIS will be stopped during this upgrade. Follow these steps to upgrade:

• Find the version of your currently-installed SOLO Server by scrolling to the bottom of the Author Home page.
• Download the latest SOLO Server installer by logging in to the Customer License Portal, clicking Downloads, and then locating your SOLO Server license and clicking the Download button.
• Extract the files from the zip file that is downloaded.
• Open the ReleaseNotes.htm file in a browser, and view the Important Upgrade Notes section. This section is a supplement to the release notes containing information which must be considered when upgrading SOLO Server, including configuration changes, merging of changes into user customizable files, and other additional steps which may be required outside of running the installer. Failure to review these notes prior to upgrading may result in SOLO Server not functioning properly after the upgrade is complete.
• Make note of any manual steps which must be taken prior to performing the upgrade. In most cases, this involves adding/updating configuration file entries in web.config. The installer does not modify configuration files. Apply any of these changes. You can use the blankWeb.config file as a reference when updating the web.config file.
• If you have customized any of the images, back up your /images/solo directory.
• Run SOLOServer.exe.
• On the "Select Components" screen, choose "WebServer & Database" if updating the web server or a combined web/database server, or "Database" if upgrading a dedicated database server, then click "Next".
• If performing a web server upgrade, on the "Select WebSite Destination" screen, choose "Specify WebSite Configured in IIS" option. The installer will remember the websites, virtual directories, and subdirectories that were previously used during installation.
• On the "SQL Server Connection" screen, enter the SQL login credentials for an account which has DBO access. This must be filled out even if you're not planning on installing the database (i.e. if the database has already been installed when you installed on one web server, and you're following these instructions again for a redundant web server).
• On the "Database Operation" screen, you will be presented with options to "Do Nothing" or "Upgrade the SOLO Server Database" depending on the schema version that is installed on your database server. A special note may also appear with instructions. If updating a dedicated web server, choose Do Nothing, otherwise choose to Upgrade if the option is available.
• If any customized stored procedures were found, a list will be displayed by the installer. Note the names of the customized stored procedures.
• The release notes will be displayed in the default web browser. These are the same notes mentioned above - you can close the browser if you do not need to review anything.
• The next screen summarizes the actions which will be done to install SOLO Server. Click the "Install" button when you are ready to proceed with the installation.
• Restart, if necessary.
• At this point the installation is complete.
• If you backed up your /images/solo directory, restore it.
• Apply and further manual changes described in the Important Upgrade Notes section of the release notes.
• Log into SOLO Server administration area with a browser, go to Author Home page and verify the correct build number is listed on the bottom of the Author Home page.