5 Manual Upgrade Instructions
Click Studios
Passwordstate
Upgrade Instructions to V7.xx
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otherwise disclosed, without prior consent in writing from Click Studios.
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Table of Contents
1
UPGRADE OVERVIEW .................................................................................................................. 3
2
HIGH AVAILABILITY MODULE CONSIDERATIONS ....................................................................... 4
3
IN-PLACE UPGRADE INSTRUCTIONS WITH INTERNET CONNECTIVITY ...................................... 5
4
IN-PLACE UPGRADE INSTRUCTIONS WITHOUT INTERNET CONNECTIVITY ............................... 6
5
MANUAL UPGRADE INSTRUCTIONS ........................................................................................... 7
6
DATABASE SCHEMA UPDATES .................................................................................................... 8
Click Studios
1 Upgrade Overview
This document will detail instructions for upgrading Passwordstate to version 7.x, from any version prior in
the 6.xx or 7.xx build range.
If you need to upgrade from version 5.x, then please follow the instructions
‘Upgrade_Instructions_From_V5.pdf’, provided in your download, or download the file from here https://www.clickstudios.com.au/downloads/version7/Upgrade_Instructions_From_V5.pdf
Note: A default setting requires you to have the Automatic Backups feature working to use this In-Place
Upgrade option. This can be disabled however on the screen Administration -> Backups and Upgrades > Backups & Upgrade Settings. If you do disable this option, it is recommended you take your own
backups of the Passwordstate folder and database prior to any upgrades.
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2 High Availability Module Considerations
If you are also using the High Availability Module for Passwordstate, the upgrade of both your Primary and
HA instance should be done in this order.
Data Replication and Primary Server Considerations
1. If required, delete the SQL Server replication - Check ‘6. Database Schema Updates’ below. If there are
any schema changes for builds newer than the one you are currently on, you will need to delete the
SQL Server replication – delete both the Subscriber and Publisher details
2. Upgrade your Primary Instance by following one of the following 3 sections below for performing an
upgrade
3. Re-establish data replication, if required – using the instructions in the document
‘High_Availability_Installation_Instructions.pdf’. This document can be downloaded from here https://www.clickstudios.com.au/downloads/version7/High_Availability_Installation_Instructions.pdf
Upgrading the High Availability Web Files
1. On your HA web server, stop the Passwordstate Windows Service, and site in IIS
2. If using RSA’s two-factor authentication, take a copy of the files in the /securid folder
3. Take a copy of the web.config file in the root of the Passwordstate Folder
4. Delete all files in the HA Server’s Passwordstate folder
5. Copy across all files from your Primary server’s Passwordstate folder to the HA folder
6. Overwrite the SecurID and Web.config files with copies taken in steps above
7. Start the site in IIS, and the Passwordstate Windows Service
Encryption Split Secrets: If your primary server’s web.config file has Secret1 & Secret2 listed in the
appSettings section, but your High Availability instance web.config file does not, then it is very important
you copy these keys across.
Troubleshooting Steps
If after following the instructions above you experience a ‘Error Has Occurred’ screen when browsing to
your HA site, please use the following steps to help troubleshoot the issue.
1. Ensure the Passwordstate folder, and everything beneath it, has Modify NTFS permissions for the
NETWORK SERVICE account
2. Check SQL replication is working properly by execute the query below on both database servers – the
results should be the same:
USE Passwordstate
SELECT COUNT(*) FROM Auditing
3. Ensure the files in your Passwordstate folders are the same – check the timestamps on the files
4. Confirm you have PowerShell 3 or 4 on your HA web server
5. Test database connectivity from your HA web server by using SQL Server Management Studio, and
making a connection to the database server using the SQL Account credentials stored in the web.config
file – these credentials are stored in the can you open a connection to your HA database server with
the credentials in this database connection string “PasswordstateConnectionString"
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3 In-Place Upgrade Instructions with Internet Connectivity
To upgrade to the latest version of Passwordstate please follow these instructions:
Note: A default setting requires you to have the Automatic Backups feature working to use this In-Place
Upgrade option. This can be disabled however on the screen Administration -> Backups and Upgrades > Backups & Upgrade Settings. If you do disable this option, it is recommended you take your own
backups of the Passwordstate folder and database prior to any upgrades.
1. Visit the upgrade page, either by clicking the new build notification at the top of the screen (if visible),
or via the page Administration -> Backup and Upgrades -> Upgrade Now button
2. If your Passwordstate installation does not allow automatically downloading new builds of
Passwordstate, i.e. proxy settings aren’t established to allow this, then you will be presented with some
instructions for how to manually download the passwordstate_upgrade.zip file
3. Click on the ‘Begin Upgrade’ now button
4. Click on the ‘Start Upgrade’ button, at which time the following processes will occur:
a. Stop the Passwordstate Windows Service
b. Backup all the web files
c. Backup the database
d. Download the passwordstate_upgrade.zip file if needed
e. Extract the contents of the passwordstate_upgrade.zip file
f.
Install the new files
g. Log you out of Passwordstate
5. You can now log back into Passwordstate, and continue the upgrade process
Once each of the relevant build updates is complete, you can begin to use Passwordstate by clicking on the
‘Start Passwordstate’ button. All steps of the upgrade process are logged to
c:\inetpub\passwordstate\upgrades\UpgradeLog.txt (your directory path may be different)
Click Studios
4 In-Place Upgrade Instructions without Internet Connectivity
If you would like to perform and In-Place Upgrade, but don’t want, or have, Passwordstate configured to
check for new builds and download directly from the internet, then you can follow these instructions:
1. Manually download the file http://www.clickstudios.com.au/downloads/passwordstate_upgrade.zip
and place it in the Passwordstate /upgrades folder
2. Now using the SQL Server Management Studio tool, execute the following SQL statement (Note - you
will need to enter the latest version and build number in this statement, which is always advertised on
Click Studios’ home page at https://www.clickstudios.com.au):
USE Passwordstate
UPDATE [SystemSettings]
SET NewVersionNo = '7.6', NewBuildNo = '7676'
3. Once you have executed this statement, open your browser and point it to your Passwordstate web
site. You will then see the New Version notification at the top of the page, which you can click and
continue with the upgrade process
Note: A default setting requires you to have the Automatic Backups feature working to use this In-Place
Upgrade option. This can be disabled however on the screen Administration -> Backups and Upgrades > Backups & Upgrade Settings. If you do disable this option, it is recommended you take your own
backups of the Passwordstate folder and database prior to any upgrades.
Click Studios
5 Manual Upgrade Instructions
If you prefer not to use the In-Place Upgrade feature, you can still upgrade Passwordstate manually by
following these instructions:
1. Manually backup your database using the SQL Server Management Studio tool
2. If upgrading from Build 7507 or greater, it is recommended you first go to the Administration screen in
Passwordstate and enable Maintenance Mode
3. Stop the Passwordstate Windows Service
4. Download the following file, and extract the files into the Passwordstate folder overwriting all files in
there (this .zip file has a root Passwordstate folder in it – copy the contents of this root folder into your
Passwordstate folder) - http://www.clickstudios.com.au/downloads/passwordstate_upgrade.zip
5. Ensure all the folders/files have Modify rights for the NETWORK SERVICE account - they should have
inherited these permissions from the top-level folder
6. Restart the Passwordstate Windows Service
7. Now browse to the site, and you should be prompted to finish the upgrade by performing various tasks
on the database (if there are schema changes in the build you’re upgrading to, for anyone who is also
using the High Availability instance, you will first need to stop SQL Server replication)
If you need to download any full versions of Passwordstate at any time, you can do so via the page
http://www.clickstudios.com.au/previous-builds.html
Click Studios
6 Database Schema Updates
The following table indicates which builds of Passwordstate needs to modify the database schema. When
planning to upgrade, check all builds from the one you are currently on, to the build you’re upgrading to.
BUILD NO
SCHEMA UPDATED
7883
YES
7868
NO
7863
NO
7854
NO
7847
NO
7844
NO
7830
NO
7825
NO
7821
NO
7819
NO
7817
YES
7798
YES
7789
YES
7773
NO
7772
NO
7763
NO
7748
NO
7742
NO
7737
NO
7732
NO
7723
NO
7721
YES
7676
NO
7672
NO
7668
YES
7646
YES
7641
YES
Click Studios
7623
NO
7619
NO
7615
YES
7610
NO
7603
NO
7592
NO
7583
YES
7580
YES
7551
YES
7539
NO
7537
NO
7535
NO
7531
NO
7515
NO
7507
YES
7483
NO
7476
YES
7434
YES
7426
NO
7422
YES
7393
YES
7316
NO
7301
YES
7277
NO
7273
YES
7253
YES
7243
YES
7223
YES
7200
NO
7185
YES
7123
NO
Click Studios
7120
YES
7105
YES
7086
NO
7077
YES
7062
NO
7061
NO
7059
YES
7033
YES
7019
YES
7000
YES
6350
YES
6332
NO
6330
YES
6308
NO
6300
YES
6250
NO
6242
YES
6231
YES
6226
YES
6220
NO
6215
YES
6165
YES
6153
NO
6150
NO
6148
NO
6133
YES
6111
NO
6107
NO
6080
YES
6057
YES
6030
NO
Click Studios
6000
YES
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