Migration Procedure from Pleasanter 1.3 Installed on Ubuntu to Pleasanter 1.4

Overview¶

This is the procedure for migrating Pleasanter 1.3 installed on Ubuntu to Pleasanter 1.4. For other distributions, please refer to their respective documentation.

Prerequisites¶

1. Ensure the user running Pleasanter is registered. The User who will launch Pleasanter mentioned in the procedure refers to this user.

Advance Confirmation¶

Confirm the version of Pleasanter installed on Ubuntu.

1. Log in to Pleasanter.
2. Click "Help" in the upper right corner and select "Version".
3. Confirm that the version is "1.3.x.x".

Cautions¶

1. If you have edited the configuration file of the source environment (under the /web/pleasanter/Implem.Pleasanter/App_Data/Parameters directory), do not overwrite and copy it to the destination environment. If you overwrite it as is, it is possible that the newly added parameters are lost, so please use a diff tool such as WinMerge to merge only the changes into the new parameter file. WinMerge is used in this procedure.

Preparations¶

Tools to Use¶

1. WinSCP and WinMerge must be installed on the local PC (Windows).
   WinSCP: https://winscp.net/eng/download.php
   WinMerge: https://winmerge.org/

Backup Database¶

1. Log in to the server where Pleasanter is installed (hereafter referred to as the server) and stop Pleasanter with the following command:
   

   sudo systemctl stop pleasanter
   

2. Backup the Pleasanter database.
   FAQ: PostgreSQL database backup and restore procedure

Install .NET8.0¶

1. Log in to the server and execute the following commands:
   

   sudo wget https://dot.net/v1/dotnet-install.sh -O dotnet-install.sh
   sudo chmod +x ./dotnet-install.sh
   sudo ./dotnet-install.sh -c 8.0 -i /usr/local/bin
   dotnet --version
   

For more details, refer to the Scripted Installation section on the official page:
https://learn.microsoft.com/en-us/dotnet/core/install/linux-scripted-manual#scripted-install

If you encounter errors related to specific files when running the dotnet command, refer to this page:
https://learn.microsoft.com/en-us/dotnet/core/install/linux-package-mixup?pivots=os-linux-ubuntu

Download Pleasanter 1.4¶

1. Start a browser and access the following URL:
   　https://pleasanter.org/dlcenter

2. Click "Download" for "Pleasanter 1.4 Community Edition" and download the file.

Deploy Modules¶

1. Start WinSCP on the local PC and connect to the server.

2. Create a working folder (C:\migration) and a backup folder (C:\migration\backup) on the local PC.

3. Use WinSCP to move to the "/web" directory on the server.

4. Back up the "/web/pleasanter" directory on the server to "C:\migration\backup" on the local PC.
   

5. Log in to the server and delete the "/web/pleasanter" directory on the server.

6. Extract the file downloaded (Pleasanter_1.4.x.x.zip) to the "C:\migration" folder on the local PC.

7. Start WinMerge and compare the following two folders.
   　①C:\migration\pleasanter\Implem.Pleasanter\App_Data\Parameters
   　②C:\migration\backup\pleasanter\Implem.Pleasanter\App_Data\Parameters
   

8. Compare and modify each parameter file in folder ① above with the corresponding files in folder ② above.
   

9. Zip the "C:\migration\pleasanter" folder on the local PC. *Name the zip file "Pleasanter_1.4.x.x_merged.zip" for this procedure.

Pleasanter_1.4.x.x_merged.zip
　　　　└ pleasanter
　　　　　　├ Implem.CodeDefiner
　　　　　　└ Implem.Pleasanter

1. Use WinSCP to copy the above "Pleasanter_1.4.x.x_merged.zip" to the home directory of the working user on the server.
   

Start Pleasanter¶

1. Log in to the server and extract "Pleasanter_1.4.x.x_merged.zip" in the home directory to the "/web" directory.
   

   sudo unzip Pleasanter_1.4.x.x_merged.zip -d /web
   

2. Change the owner of the /web/pleasanter directory to the user running Pleasanter.
   

   sudo chown -R <user who will launch Pleasanter> /web/pleasanter
   

3. Run CodeDefiner as the user who will run Pleasanter.
   

   cd /web/pleasanter/Implem.CodeDefiner
   sudo -u <user who will launch Pleasanter> /usr/local/bin/dotnet Implem.CodeDefiner.dll _rds
   

4. Start Pleasanter.
   

   sudo systemctl start pleasanter
   

5. Start a browser and log in to Pleasanter.

6. Click "Help" in the upper right corner and select "Version".

7. Confirm that the version is "1.4.xx.xx".

Other¶

Restore Database¶

If you need to restore the database, please refer to the following page:
FAQ: PostgreSQL database backup and restore procedure