Passwordstate Upgrade Instructions
Click Studios
Passwordstate
Upgrade Instructions to V5.6
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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
BACKUP CURRENT VERSION PRIOR TO UPGRADING ................................................................. 4
3
HIGH AVAILABILITY MODULE CONSIDERATIONS ....................................................................... 5
4
UPGRADE INSTRUCTIONS ........................................................................................................... 6
5
ACTIVE DIRECTORY & IIS APPLICATION POOL ............................................................................ 7
6
ACTIVE DIRECTORY & PASSWORDSTATE WINDOWS SERVICE .................................................. 8
7
DATABASE SCHEMA UPDATES .................................................................................................... 9
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1 Upgrade Overview
This document will detail instructions for upgrading Passwordstate to version 5.6, from any version prior in
the 5.xx range.
For upgrading from versions prior to 5.0, please visit the Support section of our web site for instructions.
Version 5.1 Upgrade Considerations
Version 5.1 introduced the feature of continuous sharing of the Password Lists Navigation Tree with other
users who have access to the same Password Lists. Because of this change, this upgrade will remove any
nesting of Password Lists in the tree view which you may have created, and this will need to be redone
once the upgrade is complete.
Version 5.3 Upgrade Considerations
Version 5.3 includes a few new features which may have changed some of your settings in Passwordstate.
After the upgrade, please visit the ‘Administration’ area of Passwordstate and specify settings suitable for
your organization:



Who is allowed to create Password Lists, Password Folders and who can request access to Passwords
If you would like to use the new ‘Emergency Access’ feature, you will need to specify a password, as
well as which Security Administrators are allowed to be assigned the Role of 'Emergency Access' - by
default all Security Administrators will be given this access right
You can now also create multiple Password Generator options, and assign them to Password Lists if
required
Version 5.4 Upgrade Considerations
Version 5.4 introduces a few changes for secondary authentication options which may affect previous
settings for the following:

ScramblePad Authentication for individual user accounts – if any users have elected to use the
ScramblePad Authentication option for their individual account, then they will need to visit the
‘Preferences’ page after the upgrade and consider what secondary authentication options they would
now like to use

ScramblePad Authentication for all users – there are now new Secondary Authentication options which
can be applied system wide, to members of security groups, or to individual accounts. Please consider
these options under the ‘Administration’ area with this upgrade
Version 5.5 Upgrade Considerations
In version 5.5 we introduced a new feature called ‘Authorized Web Servers’. Please be aware of this new
feature if you intend to migrate your Passwordstate web site to a different web server – we now restrict
which web server host names are authorized to run Passwordstate
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2 Backup Current Version Prior to Upgrading
Prior to upgrading to any version of Passwordstate, it’s important you backup both the database and web
tiers for Passwordstate, allowing you to restore to your previous version in the event of any issues during
the upgrade procedure.
To capture a full backup of Passwordstate prior to upgrading, please consider the following:

Database Tier – ask your Database Administrator to take a full backup of your ‘passwordstate5’
database

Web Tier – take a copy of the entire Passwordstate folder, which is located at
‘c:\inetpub\passwordstate5’ by default when you first install Passwordstate. This location may be
different if you chose to install to a different folder
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3 High Availability Module Considerations
If you are also using the High Availability Module for Passwordstate, it’s possible you may need to delete
your SQL Server replication, and then re-establish the replication after upgrading, if the database schema
has been updated as part of this build.
Please refer to the section Step 7 – Database Schema Updates, to determine if you need to follow the
steps below. If you do not need to delete and re-establish your SQL Server replication, then you can
continue to Step 4 – Upgrade Instructions.
The intention of the following instructions is to allow you to continue using the High Availability instance of
Passwordstate while you upgrade the Primary Instance.
1. Delete the SQL Server Subscriber and Publisher you established as part of the document
‘High_Availability_Installation_Instructions.pdf’
2. Continue with Steps 4, 5 & 6 of this document to upgrade the Primary Instance of Passwordstate. Once
the Primary Instance has successfully been upgrade, continue to the next step
3. Uninstall the High Availability instance of Passwordstate from the Control Panel, and ensure the folder
‘c:\inetpub\passwordstate5’ was successfully removed
4. On your secondary SQL Server (the subscriber), delete the ‘passwordstate5’ database and
‘passwordstate5_user’ SQL Account
5. Follow the instructions in ‘High_Availability_Installation_Instructions.pdf’ for reinstalling the High
Availability instance of Passwordstate, and re-establishing SQL Server data replication.
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4 Upgrade Instructions
To upgrade to the latest version of Passwordstate please follow these instructions:
1. Download the latest copy of Passwordstate from here –
http://www.clickstudios.com.au/downloads/passwordstate.zip
2. Take a copy of the web.config file in the root of the Passwordstate folder
3. Uninstall Passwordstate from Control Panel (please note your database will not be touched during the
uninstall)
4. Once uninstalled, reinstall Passwordstate
5. Replace the web.config file from step 2
6. Restart the Windows Service ‘Passwordstate Service’
7. If you have modified the standard ‘passwordstate’ cname DNS entry for the web site, or configured the
web site to use a SSL certificate, you will need to redo these steps
8. If your Active Directory requires additional privileges to query accounts and security group than the
‘ApplicationPoolIdentity’ account for the Passwordstate5 Application Pool in IIS, please refer to the
sections '4 - Active Directory & IIS Application Pool' and '5 - Active Directory & Passwordstate Windows
Service' before proceeding.
9. When you first browse to the Passwordstate web site you will see the following screen. As per the
instructions on the screen, click on the ‘Begin Upgrade’ button
10. Once each of the relevant build updates is complete, you can begin to use Passwordstate by clicking on
the ‘Start Passwordstate’ button. ( if you experience any issues with the upgrade, please refer to the
log c:\inetpub\passwordstate5\setup\logs\UpgradeLog.txt)
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5 Active Directory & IIS Application Pool
Passwordstate can query your Active Directory for the purpose of adding user accounts, and to synchronize
memberships of domain security groups. By default, the account used is the ‘NETWORK SERVICE’ account
which is part of Internet Information Services (IIS).
If you experience any errors when try to add users via Active Directory or query Security Groups, then it’s
likely your Active Directory setup only allows certain accounts to query it. If this is the case, then you will
need to modify the IIS configuration to specify a different account. To do this, you can follow these
instructions.
1. Open Internet Information Services (IIS) Manager on your web server
2. Click on ‘Application Pools’ in the ‘Connections’ panel
3. Right click on the application pool ‘Passwordstate’, and select ‘Advanced Settings’
4. Look for the setting ‘Identity’ click on ApplicationPoolIdentity, and then on the ellipses button as per
this screenshot:
5. Select ‘Custom account’ and then specify the appropriate account details such as the example provided
in the following screenshot:
6. Click on all the ‘OK’ buttons to close the windows, and then restart the Passwordstate site in IIS
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6 Active Directory & Passwordstate Windows Service
In addition to modifying the Application Pool, you may need to also modify the ‘Log On’ rights for the
Passwordstate Windows Service, as this service also queries Active Directory to synchronize accounts and
Security Groups.
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7 Database Schema Updates
The following table indicates which builds of Passwordstate needs to modify the database schema.
BUILD NO
SCHEMA UPDATED
Build 5650
No
Build 5644
No
Build 5638
No
Build 5635
No
Build 5626
No
Build 5623
No
Build 5617
Yes
Build 5606
No
Build 5603
Yes
Build 5595
Yes
Build 5581
Yes
Build 5570
Yes
Build 5565
No
Build 5556
No
Build 5547
Yes
Build 5532
Yes
Build 5510
No
Build 5508
No
Build 5500
Yes
Build 5470
No
Build 5465
No
Build 5462
No
Build 5458
Yes
Build 5426
Yes
Build 5421
No
Build 5416
Yes
Build 5410
No
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Build 5402
No
Build 5401
Yes
Build 5400
Yes
Build 5302
No
Build 5300
Yes
Build 5210
No
Build 5203
No
Build 5200
Yes
Build 5137
No
Build 5118
Yes
Build 5116
Yes
Build 5115
No
Build 5110
Yes
Build 5102
No
Build 5100
Yes
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