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Upgrade Procedure Using the Installer (Linux)

Overview

This procedure is for upgrading Pleasanter using the "Installer". When using the installer, it automatically backs up existing applications, downloads the latest version resources, and merges parameters. You can also upgrade using the previous procedure of manually backing up, arranging modules, and merging parameters. Please refer to the following for manual upgrade procedures.
Pleasanter Version Upgrade Procedure (Linux)

Notes

  1. When using the installer, Pleasanter will be upgraded to version 1.5. If you are using Pleasanter 1.4, please install .NET 10 in advance. For the procedure, please refer to "1. .NET Setup" in "Installing Pleasanter on Ubuntu using the Installer".
  2. If you are using Enterprise Edition and have performed column expansion, please upgrade according to the "Upgrade Procedure for Enterprise Edition Upgraded Pleasanter" in "Content provided for support contract holders".
  3. If you are currently running a "trial" of Pleasanter Extensions, you cannot perform a version upgrade using this procedure. For details, please refer to "Precautions for Pleasanter Extensions Trial".
  4. When using the installer update and merge functions in ver.1.4.17.0 or later, please review the Precautions when using the merge function in ver.1.4.17.0.

Limitations

  1. The version to be upgraded is 1.4.0.0 or later.
  2. The version to be upgraded using the "Installer" is Ver1.4.0.0 or later. Please refer to the manual upgrade procedure when upgrading Ver1.3.50.2 or earlier.
    Pleasanter Version Upgrade Procedure (Linux)
  3. The version to be upgraded is 1.4.8.0 or later.

Prerequisites

  1. The user who will launch Pleasanter must be registered. The <User who will execute Pleasanter> mentioned in the procedure refers to this user.

Procedure

The procedure for upgrading is as follows.
1. Stop Pleasanter
1. Back up the database
1. Install the installer
1. Run the installer
1. Check that Pleasanter is running

1. Stop Pleasanter

Execute the following command to stop Pleasanter.

sudo systemctl stop pleasanter

2. Back up the Database

Back up the database. If you have upgraded to Enterprise Edition and expanded column, be sure to back up your database
Pleasanter User Manual - FAQ: Backup, Restore

3. Install the Installer

Even if it is already installed, be sure to run this. If the installer has been updated, install it as an update.

Execute the following command to install the installer.

dotnet tool install -g Implem.PleasanterSetup
echo 'export PATH="$PATH:~/.dotnet/tools"' >> ~/.bashrc
echo 'export DOTNET_ROOT=/usr/local/bin' >> ~/.bashrc
echo 'export PATH=$PATH:$DOTNET_ROOT' >> ~/.bashrc
source ~/.bashrc

If you are not connected to a network environment, please install using the following procedure.

(Click here to open/close the details)
  1. Open the Nuget Gallery for Implem.PleasanterSetup from here and download the .nupkg file from "Download package".
    The NuGet Gallery page for Implem.PleasanterSetup with Download package

  2. Execute the following command to create a folder of your choice to place the .nupkg file.
    *This procedure explains how to create /dotnet-tools.

    sudo mkdir /dotnet-tools
    

  3. Place the .nupkg file downloaded in 3.1 in /dotnet-tools.

  4. Run the following command to install the installer.
    dotnet tool install -g --add-source /dotnet-tools Implem.PleasanterSetup
    echo 'export PATH="$PATH:~/.dotnet/tools"' >> ~/.bashrc
    echo 'export DOTNET_ROOT=/usr/local/bin' >> ~/.bashrc
    echo 'export PATH=$PATH:$DOTNET_ROOT' >> ~/.bashrc
    source ~/.bashrc
    

4. Run the Installer

*Download the latest version of the resources and ParametersPatch.zip, and perform the upgrade.
1. Run the installer by executing the following command.

pleasanter-setup

If you are not connected to a network environment, please follow the steps below
(Click here to open/close the details) 1. Download the latest version of Pleasanter from the [Download Center](https://pleasanter.org/dlcenter) and place it in "/web/". 1. Download the same ParametersPatch.zip as the version you placed from the [GitHub release notes](https://github.com/Implem/Implem.Pleasanter/releases) and place it in "/web/". 1. Run the following command. **/web/** Make sure the configuration under the directory is as follows. /web/Pleasanter_1.4.x.x.zip /web/ParametersPatch.zip
pleasanter-setup -r /web/Pleasanter_1.4.x.x.zip -patch /web/ParametersPatch.zip

  1. Enter the directory where you want to install Pleasanter.
    If you want to install it in "/web/pleasanter", leave it blank and press the Enter key.
    The installer prompt for the directory where Pleasanter is installed

  2. Enter <User who will execute Pleasanter>.
    The installer prompt for the user that will run Pleasanter

  3. A summary screen will be displayed.
    Check the contents, enter y after "Shall I install Pleasanter with this content? Please enter ‘y(yes)' or 'n(no)'. : " and press the Enter key to execute.
    *The password is masked.
    The installer summary screen where y is entered to proceed

  4. When the message "Type "y" (yes) if the license is correct, otherwise type "n" (no)" appears, enter y and execute.

    <SUCCESS> Starter.ConfigureDatabase: Database configuration has been completed.
    <SUCCESS> Starter.Main: All of the processes have been completed.
    Setup is complete.
    

  5. When setup is complete, a web browser will launch and display the Enterprise Edition trial information page.

    The trial information page opened in the browser after setup finishes

5. Check that Pleasanter is Running

  1. Run the following command to start Pleasanter.
sudo systemctl start pleasanter
  1. Open the Pleasanter login screen in your browser, and after logging in, click "Help" - "Version" in the navigation menu to confirm that the version is correct.
    The Pleasanter version information shown from Help - Version

*If you do not need the /web/pleasanter_yyyyMMdd_HHmmss backed up by the installer, delete it. If you want to keep it, move it to a different folder.