## Overview Procedure for Pleasanter upgrade version operated by Windows. ## Notes 1. Do not overwrite the currently operational parameter file with the latest version. Newly added parameters in the latest version may be lost, causing Pleasanter to fail to start. 1. If you are using the Enterprise Edition and have extended items, follow the "Enterprise Edition Upgraded Pleasanter Upgrade Procedure" provided in the "Support Contract Subscriber Content" for the upgrade. ## Prerequisites 1. If you are upgrading from Pleasanter 1.3 or earlier to Pleasanter 1.4 or later, [.NET8 installation](https://pleasanter.org/manual/install-dotnet) is required. ## Procedure The upgrade procedure is as follows: 1. Backup Database 1. Backup Parameter File 1. Prepare Pleasanter 1. Prepare Application 1. Reconfigure Parameters 1. Reconfigure Extensions 1. Place Pleasanter 1. Stop Pleasanter 1. Deploy Application 1. Run CodeDefiner 1. Confirm the Start of Pleasanter ## 1. Backup Database Backup the database. **If you have upgraded to Enterprise Edition and expanded items, make sure to back them up.** [Pleasanter User Manual - FAQ: Backup, Restore](https://pleasanter.org/manual?category=5580) ## 2. Backup Parameter File 1. Back up the parameter file. This backup will be used in step 3.2. If you set up the parameter file according to the manual, it will be a json file under C:\web\pleasanter\Implem.Pleasanter\App_Data\Parameters\. 1. **This step is not necessary if you are not using the extension.** Back up the parameter file set by the extension. This backup will be used in step 3.3. If you set up the file according to the manual, the file will be in the following subfolder under C:\web\pleasanter\Implem.Pleasanter\App_Data\Parameters\. |Subfolder name|Extension name|Notes| |:---|:---|:---| |CustomDefinitions|"「Extended Item」"|Folders generated when adding items to organizations, groups, and users| |ExtendedFields|"「Extended Field」"|| |ExtendedHtmls|"「Extended HTML」"|| |ExtendedNavigationMenus|"「Extended Navigation Menu」"|| |ExtendedScripts|"「Extended Script」"|| |ExtendedServerScripts|"「Extended Server Script」"|| |ExtendedSqls|"「Extended SQL」"|| |ExtendedStyles|"「Extended Style」"|| ## 3. Prepare Pleasanter ### 1. Prepare Application 1. Download the latest version of Pleasanter from the [Download Center](https://pleasanter.org/dlcenter). 1. Unzip the downloaded zip file. ### 2. Reset Parameter Apply the current settings to the parameter file of the latest version module prepared in step 3.1. Use a file comparison/merging tool such as [WinMerge](https://winmergejp.bitbucket.io/) to compare the parameter file of the latest version module with the parameter file of the backup file obtained in step 2, and modify the parameter file of the latest version module. ### 3. Reconfigure Extensions **This step is not required if you are not using extensions.** Apply the current settings to the extension parameter file of the latest version module prepared in step 3.1. Use a file comparison/merging tool such as [WinMerge](https://winmergejp.bitbucket.io/) to compare the extension parameter file of the latest version module with the extension parameter file of the backup file obtained in step 2, and modify the extension parameter file of the latest version module. ## 4. Place Pleasanter ### 1. Stop Pleasanter 1. Open the "Tools" menu in "Server Manager" and launch "Internet Information Services (IIS) Manager". 1. Select the "Server Name" from the left pane. Click "Stop" on the right pane to stop IIS.  ### 2. Deploy Application 1. Place the unzipped new version of Pleasanter in C:\web\. *Just to be on the safe side, we recommend that you back up the existing C:\web\pleasanter\ by renaming it to something like C:\web\pleasanter_bk\ before placing the new version. ## 5. Run CodeDefiner Start a Command Prompt or PowerShell, navigate to the Implem.CodeDefiner folder, and run CodeDefiner. ``` > cd C:\web\pleasanter\Implem.CodeDefiner > dotnet Implem.CodeDefiner.dll _rds ``` ## 6. Confirm the Start of Pleasanter 1. Open the "Tools" menu in "Server Manager" and launch "Internet Information Services (IIS) Manager". 1. Select "Server Name" from the left pane. Click "Start" on the right pane to start IIS.  1. After starting, select "Site" - "Default Web Site" from the left pane, click "*.80(http) Reference" on the right pane, and launch Pleasanter.  1. After login, click "Help" - "Version" in the navigation menu and confirm that the version is correct.