Applying the Upgrade

1. Close all applications on the server.

Note: If you are upgrading a server cluster, you must manually stop the cluster services prior to the upgrade, and then manually restart them after the upgrade completes.

2. Log in to the system where the server is being upgraded using the service account.
3. Navigate to the directory where you saved the download and run install.exe. The upgrade installation program reviews your system, detects a prior version of the server, and the Prerequisite Install Check screen appears.
4. Select the appropriate upgrade option. For a typical server upgrade, select Complete Server.

Each option checks for and (if not already present) installs and/or configures the necessary prerequisites for your selection.

Complete Server – prepares the system to install the server onto one host server, including:

• Microsoft.NET Framework 4.6.1
• Microsoft.NET Framework 3.5 SP1
• Microsoft SQL Server 2012 Express
• Web Server IIS installation
• Sets the W3SVC Service (from the Web Server) to Automatic Startup
• SMTP Service installation
• Sets the SMTP Service to Automatic Startup
• Adds a DCOM Exception in the Windows Firewall
• Sets the Print Spooler Service to Automatic Startup

Web Components – prepares the system to install the Web, Mobile and/or Device Client(s) to a remote host server, including:

• Microsoft.NET Framework 4.6.1
• Microsoft.NET Framework 3.5 SP1
• Web Server IIS installation
• Sets the W3SVC Service (from the Web Server) to Automatic Startup
• Adds a DCOM Exception in the Windows Firewall

Remote Components – prepares the system to install remote processing components onto a remote host server, including:

• Microsoft.NET Framework 4.6.1
• SMTP Service installation
• Sets the SMTP Service to Automatic Startup
• Adds a DCOM Exception in the Windows Firewall
• Sets the Print Spooler Service to Automatic Startup

Remote Modem Server – prepares the system to install remote modem components to a remote host server, including:

• Microsoft.NET Framework 4.6.1
• Adds a DCOM Exception in the Windows Firewall

ObjectArchive Server – prepares the system to install ObjectArchive to a remote host server, including:

• Microsoft.NET Framework 4.6.1
• Microsoft SQL Server 2012 Express
• Adds a DCOM Exception in the Windows Firewall
• A default list of components to be configured before installation appears in the next screen.

5. Click Configure System. When the system finishes configuring your prerequisites, a Successful Summary screen appears, listing components and their status.

Note: A File In Use Windows dialog may appear in the background. Find the dialog and click OK to proceed with the configuration.

6. Click the appropriate upgrade installation type in order to continue; for example, (Upland AccuRoute Server or WebApps Install).
7. The system prepares for the upgrade process and the Installshield Wizard Welcome screen appears. Click Next.

Note: During the installation, if a dialog box indicates that a running application needs to be closed before you proceed, close the running applications. Click Retry and proceed with the installation.

The Command Prompt window may appear temporarily as the setup program stops the Address Book Manager service. The License Agreement screen appears.

8. Read the license agreement and click the button beside the I accept the terms of the license agreement option. Click Next.
9. The Ready to Configure screen opens, including a list of your databases. Click Next to begin the server upgrade.

The InstallShield Configuration Wizard upgrades the server and the upgrade process continues with the database upgrade.

Note: The upgrade configuration may look to upgrade the ACTIVITYDB, even if it is not present. Select the ArchiveDB for the upgrade to continue. The Activity tables will be created in the ArchiveDB which is supported.

The database Configuration WizardWelcome screen appears.

10. For a typical server upgrade, select Server in the Single Server section and click Next.

Note: For more information about upgrading a Cluster configuration, refer to Upgrading Servers in a Cluster.

11. The Ready to Configure screen appears. Click Next. The Server Configuration Wizard launches and the Welcome page appears.
12. Click Next. Your server configuration is upgraded. The Server Configuration Wizard Congratulations! screen appears.
13. Click Finish. The Server Configuration Wizard saves your changes and the Server Administrator automatically starts.

Note: If you are upgrading a server cluster, you must manually restart cluster services after the upgrade completes.

14. Check the version of the server. The version should be v6.6 .

 

Before you upgrade your Remote Administrator, Composer, Connector for DMS Libraries, Embedded Directive Manager, or Modem Server, run the Prerequisite Installation Check client to verify that all required settings are applied.

To upgrade Remote Administrators, Components, Connectors or Modem Servers

1. Log in to the system where you are performing the upgrade.
2. Open Windows Explorer and navigate to the folder where you saved the upgrade download.

Note: The folder where you saved the download must be shared so that the setup files are accessible from remote systems.

3. Run install.exe. The Welcome message appears in the InstallShield wizard.
4. Click Next. The License Agreement page opens.
5. Read the license agreement and select the I accept the terms of the license agreement option. Click Next. The Server User page opens.
6. Enter the following information:
   • In the NT Domain text box, enter the domain name.
   • In the User Name text box, enter the user name.
   • In the Password and Confirm Password text boxes, enter the password.

Note: The login credentials you specify here must be same as those used on the server from where the components are called.

7. Click Next. The Installation Settings page opens.
8. Review the installation settings. Click Next to begin remote component upgrade. The InstallShield Wizard upgrades the remote component. When the upgrade is complete, the InstallShield Wizard Complete screen appears.
9. Click Finish.
10. Restart your computer.

If you upgraded a Remote Administrator, proceed to Connecting a Remote Administrator to the server.

 

The Server Administrator supports any combination of servers.

To launch the Server Administrator and connect to a server

1. Click On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator. The Specify Upland Message Server page opens.
2. Enter the name or IP address of the server in the Network Address box.
3. Click Finish. The Server Administrator starts.

Note: Important! If you have more than one server in your environment, type the name of any server in the Network Address box—you can connect to additional servers once the Server Administrator starts.

If you want to connect to another server:

1. Right-click the Server Administrator name on the tree. Select Connect. The Specify Upland Message Server page opens.
2. Enter the name or IP address of the server in the Network Address box.
3. Click Finish.

The server appears on the console tree under Server Administrator.

 

After you finish upgrading the server, you must configure the Clients folder within the Upland AccuRoute directory located in the Program Files folder. This is necessary because the systems where you will remotely install the Desktop and other clients must have access to this folder containing the setup files.

Note If you had a shared folder prior to the upgrade, share permissions for everyone except for the user account used are lost during the upgrade.

To configure share permissions for everyone and not just the user account used during the upgrade, complete the procedure below.

To configure sharing

1. Navigate to the \Upland AccuRouteAccuRoute\Clients directory on the drive where you previously installed the server.
2. Right-click Clients and select Sharing and Security from the drop-down menu.
3. Select the Share this folder option.
4. Select Permissions and verify that user Everyone is listed with read access.
5. Click OK then Apply to save your changes.