Upgrade previous versions

When upgrading from a previous version of ControlSuite, the components should be upgraded in the following general order:

• Security Framework
  Cassandra can be removed once all Security Framework nodes have been upgraded.
• License Server
• AutoStore - All Components together
• Output Manager - All Components together
• Business Connect - All Components together
• Equitrac - Each component separately (see Upgrade Equitrac)
  • Master CAS
  • Secondary CAS(es)
  • DRE/DME (typically, DME is installed on the DRE server)
  • DCE
  • SPE
  • Client Workstations

This section describes how to upgrade from previous versions of ControlSuite.

• Ensure you know the Security Framework login credentials before upgrading.
• Ensure you know the service account that the services are running under. These will need to be reset in Configuration Assistant after installing the new release version.
• For AutoStore, prior to running the upgrade, do the following:
  • Stop the ControlSuite AutoStore Service via the Process Designer Service Manager.
  • Close the Process Designer and Status Monitor.
  • Stop all other AutoStore related services.
    • ControlSuite AutoStore CS Service
    • ControlSuite AutoStore General Services Broker Service
    • ControlSuite AutoStore License Updater Service
    • Kofax Licensing
    • OmniPage OCR Service
  • Check in Task Manager that the OCRServer process is not running.
• Run Install Assistant
  • Important: When launching the Install Assistant, it will detect that a previous installation of ControlSuite is present and will ask if you wish to Uninstall. This is for uninstalling the full product, which is not needed if upgrading. Do not select the Uninstall option when performing an upgrade.
  • Install Assistant remembers previously selected roles from when Install Assistant was last run. Please review the selected roles in the Summary section to confirm that this is what is intended to be installed on this server.
  • When the “Previous attempt was in progress" message appears, select No. This will show what was previously installed.
  • After running the Install Assistant, ControlSuite needs to be reconfigured.
• Run Configuration Assistant. See Configuring ControlSuite for details.
  • Ensure that the database locations are correct and select Next to upgrade them as required. See Upgrade to SQL database.
  • Update the existing service and client enrollments. After upgrading, go to the Authentication & Security page in the Configuration Assistant and enter the Security Admin credentials and press Login. This will automatically enroll all clients and services. There may be new components from the new version that show “No certificate”. Please supply the correct certificate, and once all the services have a matching certificate, click Next.
  • On the Services screen, the service credentials will be reverted to LocalSystem. Change them back to the correct service account and then click Next.
  • Apply custom certificates for any new services that were installed as part of the release.
  • The Device Web Service cannot be changed to a service account.
  • If using Output Manager High Availability (HA), you may need to reconfigure the HA settings. Do not start the Output Manager services until HA is configured. See Output Manager in a high availability environment.
  • Once the installation is complete, you may need to restore your DRS database and upgrade it prior to starting DRS. If you are using full SQL for your DRS database, this does not need to be restored. See Upgrading Device Registration Service.