How to Upgrade SmartHub

Use the following instructions to upgrade BA Insight SmartHub.

WARNING! When you upgrade SmartHub, your local SmartHub files are overwritten. You must save or backup your local files to avoid losing any critical data or customizations.

Note:

The following components have their configuration overwritten when you upgrade SmartHub.

Make sure to back up their configuration and manually re-add it after SmartHub is updated.

  • Learn-To-Rank Scheduled Task

  • Any tool under the /Tools folder (Example: Analytics Exporter, TaxonomyPreloader, etc.)

Note:

If you are upgrading SmartHub from a version earlier than 5.6.6, you must remove, re-add and reconfigure the following components:

Before You Start

Customizations and Backup

Before upgrading your version of SmartHub, you must be aware of the following:

  • The upgrade process overwrites local files, including files that contain any customizations you may have created.
  • You should create a backup of your entire SmartHub installation directory to ensure you can restore your settings and that you do not lose any important customization information.

    If you have made customizations to any native, out-of-the-box files, such as web.config, those customizations are overwritten during the SmartHub upgrade process.

  • You must backup any modified native files, such as web.config, before proceeding.
  • After upgrading, you encrypt sensitive SmartHub files using the encryption tool as described here: How to Configure Encryption.

Download the New Version of SmartHub

You must download and unzip the latest version of SmartHub (a single .zip file) from the Upland Right Answers Portal.

  1. Navigate to the Upland Right Answers Portal and click Knowledge > BA Insight > Product Downloads > SmartHub > BA Insight: SmartHub Latest Release Product Download.

  2. Click the file download link for the SmartHub version you require.

  3. Save the file to the server that is hosting SmartHub.

  4. Right-click the downloaded .zip file and click Properties > Unblock > OK.

  5. Extract the contents of the .zip file into your current SmartHub installation directory, such as "C:\Program Files\BA Insight\SmartHub\SmartHub-5.6". Note: This overwrites the existing files.

    If you change the name of your SmartHub installation directory when upgrading, SmartHub will not load. For this reason, you may decide to name your SmartHub installation directory generically, with no version in its title.

Upgrade Procedure

Upgrading SmartHub is a simple process, but you must perform each step carefully. For upgrade support, contact BA Insight.

Use the following detailed procedure to upgrade your instance of SmartHub:

  1. Open IIS Manager and click Application Pools from the left navigation pane.
  2. Select your SmartHub Application Pool Defines a group of one or more worker processes, configured with common settings that serve requests to one or more applications that are assigned to that application pool. that was set up and named when you first installed SmartHub, and click Stop from the Actions menu on the right side pane.
  3. If you have not already done so, download and extract the new version of SmartHub.
  4. Instruct IIS to use the new directory path. On the right side pane, under Edit Site, click Basic Settings... and specify the directory path in the Physical path field. Click OK.
  5. Any customizations made to your old SmartHub web.config file must be merged into your new SmartHub v5.x web.config file. These changes are typically bindings settings. If you have been following these steps, you would have backed up modified files before starting your upgrade.

  6. Open IIS Manager and click Application Pools.

  7. Select your SmartHub Application Pool, which was set up and named when you first installed SmartHub, and click Start from the Actions menu.

  8. To test if the upgrade was successful, open a new browser window, enter your SmartHub URL and run a test query.
  9. For help with any installation errors, contact support.
  10. Proceed to the next section.

Encrypt SmartHub Files

See How to Configure Encryption and follow the instructions to encrypt your SmartHub files.