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Upgrade Procedure Using the Installer (Windows)

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 (Windows)

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.
  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".

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 (Windows)
  3. The version to be upgraded is 1.4.8.0 or later.

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

1. Stop Pleasanter

  1. Open the "Tools (T)" menu in "Server Manager" and launch "Internet Information Services (IIS) Manager".

  2. Select "Server name" from the left pane. Click "Stop" in the right pane to stop IIS.
    IIS Manager where Stop in the right pane shuts down IIS

2. Back Up the Database

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

3. Install/update the Installer

Even if it is already installed, be sure to run it. If the installer has been updated, update it.
Execute the following command to install the installer.

dotnet tool install -g Implem.PleasanterSetup

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. Run the command below to create a folder of your choice to place the .nupkg file.
    ※This procedure explains how to create C:\dotnet-tools.

    mkdir C:\dotnet-tools

  3. Place the .nupkg file downloaded in 2.1 in C:\dotnet-tools.
  4. Run the following command to install the installer.
    dotnet tool install -g --add-source C:\dotnet-tools Implem.PleasanterSetup

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 "C:\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 "C:\web\". 1. Execute the following command. Please confirm that the configuration under the **C:\web\** directory is as follows. C:\web\Pleasanter_1.4.x.x.zip C:\web\ParametersPatch.zip ``` pleasanter-setup -r C:\web\Pleasanter_1.4.x.x.zip -patch C:\web\ParametersPatch.zip ```

  1. Enter the directory where Pleasanter is installed.
    If installed in "C:\web\pleasanter", leave it blank and press the Enter key.
    The installer prompt for the directory where Pleasanter is installed

  2. A summary screen will be displayed.
    Check the contents and 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

  3. 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.

  4. For installers version 1.2.0 (Implem.PleasanterSetup.1.2.0.nupkg) and later, when the setup is complete, a web browser will launch and display the Pleasanter Extensions trial information page.

    The Pleasanter Extensions trial page opened in the browser after setup

5. Check that Pleasanter is Running

  1. Open the "Tools (T)" menu in "Server Manager" and start "Internet Information Services (IIS) Manager".

  2. Select "Server name" from the left pane. Click "Start" on the right pane to start IIS.
    IIS Manager where Start in the right pane starts IIS

  3. After starting, select "Site" - "Default Web Site" from the left pane, click "*.80 (http) Reference" on the right pane, and start Pleasanter.
    IIS Manager opening Pleasanter from *.80 (http) Reference on Default Web Site

  4. After logging in, click "Help" - "Version" in the navigation menu and confirm that the version is correct.
    The Pleasanter version information shown from Help - Version

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