RECORDPOINT for SHAREPOINT 2013 UPGRADE GUIDE

Transcription

1 RECORDPOINT for SHAREPOINT 2013 UPGRADE GUIDE This RecordPoint Guide provides instructions to upgrade to RecordPoint V3.4.x.x. This guide has been deployed for use by IT administrators and application specialists. The content of this guide is applicable to all RecordPoint Software version 3.4.X and is current as of the publication date. For the most recent updates, visit our online Customer Support Portal. Document Release Date: 18/02/2014 Version: 3.4.x.x

2 Copyright This document contains confidential and trade secret information of RecordPoint Software ( RPS ). RecordPoint Software has prepared this document for use solely with RecordPoint. Any other use or disclosure of the information herein is prohibited, and the information may not be reproduced, copied, or used in whole or in part without the prior written approval of RPS. Support Notice This guide is available for download from our Customer Support Portal. The content provided is current and accurate as of the publication date, if you should run into problems or require further help you can check for updates on our portal. If you are not able to find a solution in our online content, please send an to the RecordPoint Support Group. Documentation The title page of this document contains the following identifying information: Software Version number, which indicates the software version. Document Release Date, which changes each time the document is updated. To check for recent updates or to verify that you are using the most recent edition of a document, go to our Customer Support Portal. This site requires that you register for a RecordPoint support account and sign-in. Contact Us Customer Support Portal: support.recordpoint.com.au support@recordpoint.com.au Phone: Website:

3 Contents Before you Upgrade Back up the Existing Sites User Accounts... 3 How to Apply the Update (with Content Upgrade) Install the RecordPoint Software Deploy the Solution to SharePoint RecordPoint Site Deployment and Upgrade Active Site Deployment and Upgrade... 4

4 Before you Upgrade 1.1 Back up the Existing Sites Before beginning the upgrade process, perform a standard SharePoint back up of the RecordPoint and Active Site Collections in the farm. 1.2 User Accounts The following accounts, as described in the RecordPoint installation guide, are required for upgrading RecordPoint: SharePoint Setup Account RecordPoint Install Account How to Apply the Update (with Content Upgrade) Back Up Existing Sites Gather User Accounts Install RecordPoint Software. Run MSI Deploy Solution to SharePoint RecordPoint Site Deployment and Upgrade Active Site Deployment and Upgrade This needs to be completed for each server in the farm 2.1 Install the RecordPoint Software 1. Login as the SharePoint Setup Account 2. Run the RecordPoint MSI Note: This needs to be completed for each server in the farm 2.2 Deploy the Solution to SharePoint 1. Login as the SharePoint Setup Account 2. Run RecordPoint Deployment.exe 3. On the RecordPoint Installation Wizard select Upgrade 4. Click Check (By checking, this will undergo quality checks on the Deployment Package) If this is successful the status column will turn green. Click Next to proceed 5. Click Validate If this is successful the status will turn green, click Next to proceed. 6. Click Upgrade - Selecting upgrade will deploy the upgrade solution to SharePoint. If this is successful the status will turn green. Click Next to proceed 7. Click Next and Close to complete this deployment process Note: This needs to be completed for each server in the farm RECORDPOINT for SHAREPOINT 2013 UPGRADE GUIDE 3

5 2.3 RecordPoint Site Deployment and Upgrade 1. In Central Administration, go to Application Management. 2. Go to Install/remove RecordPoint Site Collection 3. A deployment wizard will walk you through the Site Deployment steps, click Next 4. Click Check to Validate RecordPoint is correctly deployed to the farm, click Next to proceed 5. Click Next (As this is an upgrade, the RecordPoint Web Application is already deployed) 6. Select the RecordPoint Web Application in the drop down 7. Select the RecordPoint Site Collection in the second drop down 8. Click Finish to return to Application Management 9. Perform an IIS Reset and the SharePoint Timer Service (This needs to be completed for each server in the farm) 2.4 Active Site Deployment and Upgrade 1. In Central Administration, go to Application Management 2. Go to Install/Remove RecordPoint Active Site Collection 3. A deployment wizard will walk you through the Site Deployment steps, click Next Note: If the Active Site Collection exists in a different SharePoint Farm than the RecordPoint Site Collection, click the tick box for a Multi-Farm Installation. 4. Click Check to validate RecordPoint is correctly deployed to the farm, click Next to proceed 5. Click Next (As this is an upgrade, the RecordPoint Web Application is already deployed) 6. Select the RecordPoint Web Application in the drop down 7. Select the RecordPoint Site Collection in the second drop down 8. Click Upgrade (Note: This step is optional, click for content upgrades only) 9. Click Finish to return to Application Management 10. Perform an IIS reset and restart the SharePoint Timer Service (This needs to be completed for each server in the farm) RECORDPOINT for SHAREPOINT 2013 UPGRADE GUIDE 4