Planning an upgrade

Backup steps required prior to running Install Assistant

Before upgrading, export the custom certificate with its private key, and then import it through the Configuration Assistant after installation. Use the Microsoft Management Console (mmc) certificates Snap-in. The Snap-in should connect to the current user certificate store for the user that the Equitrac services are running under. See Upgrade Equitrac for details.

Backup existing databases and config files

  • Backup Security Framework (SFS).
  • Backup Output Manager database.
  • Backup Output Manager Profiles if using custom profiles.
  • Backup Equitrac CAS database.
  • Backup DRS database (if localDB, it is in Program Files\Kofax\Device Registration Service\Service) otherwise it is a SQL server.
  • DRS Clients (located in Program Files\Kofax\Device Registration Service\Service\Plugins\nsi.DeviceManagement.Plugins.xxx, replace xxx with the client name).
  • Autostore Config Files (created by using Autostore Process Designer).
  • Any script files that were created for Autostore or Output Manager.
  • If the Output Manager Transform files were modified, this should be backed up as well (Program Files\Kofax\Output Manager\Services\Transforms\Profiles).

Other steps

  • If the Output Manager database is hosted on a remote server, MS SQL Server Command Line Utilities (SQLCMD) must be installed to upgrade the OMDB database. Go to https://www.microsoft.com/en-us/download/details.aspx?id=53591 to download the appropriate file.
  • If a Proxy Server has been defined, disable before installing/upgrading.
  • If IIS was previously installed, ensure that the WebDAV role is not installed with IIS.
  • If downloading the installer from the Internet, before unzipping it, ensure that the file has not been blocked. (Right click the ZIP file, go to Properties, and select Unblock).
  • If using a security suite ensure that the appropriate exceptions are in place before installing. See Knowledge base article: What are the Antivirus Exceptions required for ControlSuite?.