SEDONA SALES WORKFLOW UPGRADE

Transcription

1 SEDONA SALES WORKFLOW UPGRADE 3.7.x to This document is to be used by an IT professional to upgrade an instance of the Sedona Sales Workflow tool.

2 Contents Step 1 Gather system Information... 3 Step 2 Send the gathered information to Teir 3 / Development... 7 Step 3 Stop WorkFlow Service... 7 Step 4 Back Ups... 8 Step 5 - Upgrade Step 6 Verification Step 7 - Start the Service Step 8 Notify the Customer Appendix Rollback Steps... 15

3 Sedona Sales WorkFlow Upgrade from 3.7.X to This document contains instructions for upgrading version 3.7.x to version Please read these instructions carefully and follow them verbatim. Important notes: Please execute the following steps in the same order as described in this document. Sticking to the correct order of the upgrade steps is crucial for successful upgrade. Please read the entire document before you start the upgrade procedure It is assumed that the current WorkFlow is running and configured as a standard install on port 80 of the server Prerequisites: You will need updated configuration files for both the workflow engine and workflow forms. The files will be supplied by Teir3 / Development. Please supply Teir3 / Development with the current copies of these files 72 hours before a planned upgrade.

4 Step 1 Gather system Information Dealer Name: Operating System: SharePoint Version: Server Name SQL Server Name Workflow Db Name WorkFlow Db Log In WorkFlow Db Pass Configuration Files: How to gather the above information SharePoint Version o Establish a Remote Desk Top (RDP) session to the server where the Sedona Sales WorkFlow application is installed. o Once logged into the system navigate to the admin tools or programs Start -> Administrative Tools (See image below) Start -> Programs (See image below)

5 Make note if you find SharePoint 3.0 Central Administration or of you find SharePoint 2010 Central Administration SharePoint 3.0 Central Administration o This means the system is running SharePoint 2007 SharePoint 2010 Central Administration o This means the system is running SharePoint 2010 Operating System o Click on Start o Then right click on Computer and select Properties o Operating system version is displayed in the Windows edition section Server Name o Click on Start o Then right click on Computer and select Properties o Server name is displayed in the Computer name, domain, and workgroup settings as Computer Name o SQL Server name, WorkFlow DB name, WorkFlow DB pass, WorkFlow DB Login Open the file C:\Sedona\WorkFlowService\SedonaWorkFlowService.exe.config in Notepad Go to edit-> find Enter connectionstring=

6 You should see something like this Your information is in this line <add name="connectionstring" connectionstring="data Source=SQL Server Name;Initial Catalog=WorkFlow DB Name;Integrated Security=False;User ID=WorkFlow DB Login ;Password=WorkFlow DB Pass;Pooling=False" providername="system.data.sqlclient"/> Configuration Files o Locate Sedona Sales WorkFlow configuration files. The 3 configuration files and their locations are listed below Sedona WorkFlow Service configuration file o o o C:\Sedona\WorkFlowService\SedonaWorkFlowService.exe.config Sedona Sales WorkFlow Engine configuration C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkFlowEngine\web. config Sedona Sales WorkFlow Forms configuration file C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkFlowForms\web.c onfig Create a new folder at the location c:\sedona\ named oldconfigs Copy the Sedona WorkFlow Service configuration file in to the oldconfigs folder Rename the Sedona WorkFlow Service configuration file located in c:\sedona\oldconfigs Original Name o SedonaWorkFlowService.exe.config New Name o DealerName.SedonaWorkFlowService.exe.config DealerName should be the name of the dealer the configuration file was copied from Copy the Sedona Sales WorkFlow Engine configuration file in to the oldconfigs folder Rename the Sedona Sales WorkFlow Engine configuration file located in c:\sedona\oldconfigs Origional Name

7 o o o web.config New Name o DealerName.Engineweb.config DealerName should be the name of the dealer Copy the Sedona Sales WorkFlow Forms configuration file in to the oldconfigs folder Rename the Sedona WorkFlow Service configuration file located in c:\sedona\oldconfigs Origional Name o web.config New Name o DealerName.Formsweb.config DealerName should be the name of the dealer Zip the Folder c:\sedona\oldconfigs Right Click on the Folder and select the zip option You will now have a file called oldconfigs.zip Rename this file to DealerName.Oldconfigs.zip DealerName should be the name of the dealer

8 Step 2 Send the gathered information to Teir 3 / Development Using windows explorer (windows + E) log into the FTP site at ftp://ftp.sedonatek.com with the following log on information o U: eware o P: s3d0n@t3k! Open the folder WorkflowCustomerFiles Copy the zip file DealerName.Oldconfigs.zip to the WorkflowCustomerFiles folder Notify Tier 3 / development that the files are ready for them Important Note: Before you can proceed with the upgrade, you will have to wait until Teir 3 / Development can supply you with updated configuration files for the specified dealer. Step 3 Stop WorkFlow Service 1. Click Start 2. Type CMD 3. Right Click CMD and run as administrator 4. From CMD 5. NET STOP SedonaWorkFlowService

9 Step 4 Back Ups 1. Create a folder named WorkFlowBKUp37 to place your backed up content at a. c:\sedona\workflowbkup37 2. Back Up the WorkFlow Service a. Copy the WorkFlowService folder located at C:\Sedona\WorkFlowService\ and all of its contents i. You can copy the folder by selecting the folder then clicking Ctrl + C to copy b. Paste the folder C:\Sedona\WorkFlowService\ into the location c:\sedona\workflowbkup37\ i. Open the folder WorkFlowBKUp37 then press the Ctrl + V to paste the folder and its contents. ii. Rename the backup folder WorkFlowService to ServiceBackUp3.7 c. Delete the contents of the folder C:\Sedona\WorkFlowService\ but DO NOT delete the folder 3. Back Up the WorkFlow Engine a. Copy the WorkFlowEngine folder and all of its contents located at C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkFlowEngine\ i. You can copy the folder by selecting the folder then clicking Ctrl + C to copy b. Paste the WorkFlowEngine folder into the backup location created above i. Open the folder WorkFlowBKUp37 then press the Ctrl + V to paste the folder and its contents. c. Rename the backup folder WorkFlowEngine to EngineBackUp3. 7 d. Delete the contents of the WorkFlowEngine folder but DO NOT delete the folder i. C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkFlowEngine\ 4. Back Up Workflow Forms a. Copy the WorkflowForms folder and all of its contents located at C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkflowForms\ i. You can copy the folder by selecting the folder then clicking Ctrl + C to copy b. Paste the WorkflowForms folder into the backup location created above i. Open the folder WorkFlowBKUp37 then press the Ctrl + V to paste the folder and its contents. c. Rename the backup folder WorkflowForms to FormsBackUp3. 7 d. Delete the contents of the WorkflowForms folder but DO NOT delete the folder i. C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkflowForms\ 5. BackUp the WorkFlow Database a. You will need to know the following information before you can back up the Workflow DataBase i. SQL ServerName ii. WorkFlowDB Name iii. SQL Admin Account iv. SQL Admin Account Password

10 b. Run the following command from CMD i. sqlcmd -U sa -P sedona2008 -S <SQL SERVER INSTANCE> -Q "BACKUP DATABASE [SedonaWorkflow] TO DISK = c:\sedona\workflowbkup37\sedonaworkflow.bak.<dealername>'" ii. Example: 1. sqlcmd -U sa -P sedona2008 -S OHLONSP01\SQLEXPRESS -Q "BACKUP DATABASE [SedonaWorkflow] TO DISK = 'c:\sedona\workflowbkup37\sedonaworkflow.bak.jdequipment'" iii. Verify that the backup file has been created Note: If the command doesn t run correctly, compare the command with the database information located in the WorkFlowEngine web.config file connectionstrings section. The following webconfig contains the information for SQL ServerName, WorkFlowDB Name, SQL Admin Account, SQL Admin Account Password <add name="connectionstring" connectionstring="data Source=XXXXXXX\SQLEXPRESS;Initial Catalog=SedonaWorkflow;Integrated Security=False;User ID=sa;Password=XXXXXXXX;Pooling=False" /> The location for this information is highlighted below <add name="connectionstring" connectionstring="data Source=<SQL ServerName>;Initial Catalog=<WorkFlowDB Name>;Integrated Security=False;User ID=<SQL Admin Account>;Password=<SQL Admin Account Password>;Pooling=False" /> To update the CMD update the command below with the data highlighted above. sqlcmd -U =<SQL Admin Account> -P <SQL Admin Account Password> -S <SQL ServerName> -Q "BACKUP DATABASE [<WorkFlowDB Name>] TO DISK = 'c:\sedona\oldconfigs\sedonaworkflow.bak. <dealername>'"

11 Step 5 - Upgrade 1. Create a new folder in the c:\sedona\ directory to hold the extracted 3.8 deployment files a. Call the folder UpGrade38 2. Download & extract the deployment package ftp://ftp.sedonatek.com i. You may have to add the ftp location to the trusted sites in IE. b. Download the latest deployment package from the following location i. ftp://ftp.sedonatek.com/3.8.14/workflow exe. c. Download the deployment package to i. C:\sedona\ d. Extract the deployment files i. Double click on the file Workflow exe ii. You will be prompted for a location to extract the files to 1. Extract the files to C:\sedona\UpGrade38 2. The following folders will extract from the exe a. DefaultDatabase b. Engine c. Forms d. Reorgs e. WorkflowService Download the dealers updated configuration files a. Updated Customer configuration files will be located at i. ftp://ftp.sedonatek.com/3.8.14/configs b. You will need to download the following files i. <dealername>.sedonaworkflowservice.exe.config ii. <dealername>.workflowengine.web.config iii. <dealername>.workflowforms.web.config Note The <dealername> listed about will actually read the name of the dealer that was supplied with the original configuration files as documented in Step 1 Gather system Information. 4. Update deployment files a. Copy the file <dealername>.sedonaworkflowservice.exe.config to the location C:\sedona\UpGrade38\WorkflowService i. Rename the file <dealername>.sedonaworkflowservice.exe.config to SedonaWorkflowService.exe.config b. Copy the file <dealername>.workflowengine.web.config to the location C:\sedona\UpGrade38\Engine i. Rename the file <dealername>.workflowengine.web.config to web.config

12 c. Copy the file <dealername>.workflowforms.web.config to the location C:\sedona\UpGrade38\Forms i. Rename the file <dealername>.workflowengine.web.config to web.config 5. Upgrade Service a. Copy the contents of the folder C:\sedona\UpGrade38\WorkflowService and paste them in to the folder C:\Sedona\WorkFlowService\ i. NOTE: Copying the deployments files will ensure the files will inherit the correct permissions of the folder they are going into. 6. Upgrade Sedona WorkFlow Engine a. Copy the contents of the folder C:\sedona\UpGrade38\Engine and paste them in to the folder C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkFlowEngine\ i. NOTE: Copying the deployments files will ensure the files will inherit the correct permissions of the folder they are going into. 7. Upgrade Sedona WorkFlow Forms a. Copy the contents of the folder C:\sedona\UpGrade38\Forms and paste them in to the folder C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkflowForms\ i. NOTE: Copying the deployments files will ensure the files will inherit the correct permissions of the folder they are going into. 8. Run the WorkFlow Database Updates (Reorgs) a. Navigate to the Reorgs for the deployment located at C:\sedona\UpGrade38\Reorgs b. The folder should contain the following folders and files i. Folders DataObject Framework DataObject DataObject Framework Framework DataObject Framework DataObject DataObject DataObject Framework DataObject ii. Files 1. readme.txt 2. Reorganization.exe.config 3. RunReorg.bat 4. RunReorg.CopyConf.bat

13 c. Using the connectionstring settings from the WorkFlow Engine s WorkFlowEngine.web.config file, update the Reorganization.exe.config file d. Copy the Reorganization.exe.config in to each reorg folder. e. Run the Database updates reorgs. i. From CMD navigate to C:\sedona\UpGrade38\Reorgs 1. C: 2. cd Sedona\UpGrade38\Reorgs ii. enter each reorg folder and run each reorganization in order from smallest number to largest 1. cd <reorg folder> 2. Reorganization 3. cd.. 4. cd <next reorg folder> 5. Reorganization 6. cd.. iii. Should the reorgs encounter any error during their process, the will stop and present the user with an error message like below If you are unable to fix the issue, a. stop the upgrade b. copy the error c. Terminate batch job i. To terminate the batch job press Ctrl + c. ii. The cmd window will prompt you for confirmation that you do wish to terminate batch job. 1. Type Y for yes and press enter d. Rollback the customer e. Supply tier 3 / development with the error encountered

14 Step 6 Verification 1. Open workflow a. Most workflows can be accessed from the customers server by opening 2. Click on every step, task, & report page available a. Verify there are no errors while doing this 3. Open an existing deal, a. Open all the forms available b. Verify there are no errors while doing this 4. Create a deal a. From the first step in the customers workflow click the create deal i. Click the Create New Deal button a. b. This should open the workflow Forms. 5. i. Pull a test deal from Quote ii. Click the Search in Quote2 button iii. Enter the RACF ID and Password in the Login Information section a. NOTE: If you do not have a RACFID to use contact tier 3 support / development for one. There are some available but the passwords change often. 2. Click the Search button

15 3. Click the Load Deal link in the returned grid 4. You will see the message Loading deal, please wait. While the deal is loading to workflow 5. Once the test deal is loaded in the dealers workflow, change the name of the customer on the deal to SedonaTest and hit enter 6. Close the window by clicking the X button in the upper right hand corner. a. You should now be back to the normal sales workflow engine 7. At this time test deal is created 8. Click the Refresh button a. 9. Back at the Sales list you will see your new deal at the top of the list after you refresh. b. Approve the deal to the next step i. Click on the Approve to button and select the next step in the process. ii. Select the 2 nd security group from the approve to list iii. In the Notes for approve text box type: Sedona Test Deal c. Open up the next step in the process and verify your deal was moved there. d. Deny the deal i. On the Notes for deny text box: Sedona Deny Test e. Open the first step in the process and verify your deal is there f. Open the deal and verify at the top of the page you see in red letters i. Denied: Sedona Deny Test 6. Check the version maintenance page for any additional configurations that may be needed a. At this point, if there are any issues with the application, roll back. If the upgraded workflow is working as expected & without error, proceed to the next step. If not please review the rollback steps. Step 7 - Start the Service NOTE: do not start the Sedona WorkFlow Service until you are 100% sure the upgrade was successful. If you turn it on new deals will start to enter workflow and will make rolling back difficult and will cause deal loss to the customer. 1. Open a command prompt window as administrator 2. Run the following command from NET START SedonaWorkFlowService

16 Step 8 Notify the Customer Call or the customer letting them know the update is ready for their use. Note: Installer and a developer should be available first thing in the morning should the customer experience any issues not found in testing. Appendix Rollback Steps Step 1 Notify Teir3 / development and the customer that there were issues with the upgrade and their system will be rolled back Step 2 Restore the DataBase Run the following command from CMD o sqlcmd -U sa -P sedona2008 -S <SQL SERVER INSTANCE> -Q "RESTORE DATABASE [SedonaWorkflow] FROM DISK = c:\sedona\workflowbkup37\sedonaworkflow.bak.<dealername>'" Step 3 Restore the workflow directories Restore the Workflow Service o Restore the Workflow Service by copying the contents of the folder located at c:\sedona\workflowbkup37\workflowservice\ to the C:\Sedona\WorkFlowService location Restore the WorkFlow Engine o Restore the Workflow Engine by copying the contents of the folder located at c:\sedona\workflowbkup37\workflowengine\ to the location C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkFlowEngine\ Restore the WorkFlow Forms o Restore the Workflow Forms Engine by copying the contents of the folder located at c:\sedona\workflowbkup37\workflowforms\ to the location C:\inetpub\wwwroot\wss\VirtualDirectories\80\WorkFlowEngine\ Step 4 Test See Step 6 Verification Step 5 Start the WorkFlow service See Step 7 - Start the Service Step 6 Notify the Customer their WorkFlow was restored.