How to Upgrade Your Workplace Server

If you are a Customer-Hosted customer and would like to upgrade your server, there are a few steps to follow as well as a few options that are important to note. There is no need to reboot the server, stop services, or do the upgrade after hours. Just follow these steps if you would like to upgrade your server to the latest:

 

Upgrading the Server

  1. Go to the Workplace server where you would like to make the upgrade.
      • Make sure the server meets the minimum requirements of the version you are upgrading to(as the system requirements did change between version 9, 10, and 11):

Minimum Requirements: What are the System Requirements and Server Specifications for the EIOBoard Server?

2. Go to the latest release on our website. The latest release can be found at https://www.savanceworkplace.com/downloads/, while the list of all releases can be found at https://www.savanceworkplace.com/releases/

3. Once you open the latest release, you will be taken to a page labeled “Workplace Release Version x.x.xx”.

4. Under “On-Premise (Customer-Hosted) Version”, if there are two installers in the number 2 option which installer you want to run depends on what type of Computer you are using. To check if you are using a 32-bit or 64-bit server, open up a file explorer. Right-click on Computer or My Computer and go to Properties. Under the System section will be System Type. This will tell you that the operating system is either 32-bit or 64-bit.

  • If you are using a 32-bit server, you will want to download the first installer. If you are using a 64-bit server, you will want to download the second installer.
  • Otherwise, just download EIOBoardIntranetInstaller[VersionNumber].exe

5. Download the correct installer and then run it.

6. A window will pop up, asking if you want to upgrade your Workplace/EIOBoard Server. Click “Next”.

7. When the upgraded server starts to get set up, the following window should come up to show you its progress.

1. If you see a pop up asking you to re-enter your SQL connection, then the installer doesn’t see your previous server install. Once you’ve entered your SQL connection info, you might be prompted for a ‘Virtual Directory’, ‘Existing website’, or ‘New web site’. Virtual Directory should be chosen if your URL has /EIOBoard at the end of it. Select Existing website to re-enter your desired IIS settings (Refer to your previous install)

8. When the setup is all finished, a window will pop up to let you know that the new server was installed and set up successfully. Click “Finish” and the upgraded server will run automatically.

9. Now that you have finished the installation, the server has been upgraded automatically. You do not need to manually uninstall the old server, redirect it, etc.

10. If your SQL database is on a separate server, make sure to manually upgrade it as well

 

After the Update

There are several things you may have to check or reset depending on the versions you are upgrading between:

If you are upgrading to v11, please be aware we’ve changed our program name from EIOBoard to Savance Workplace. This does change the install path name which can affect startup processes, custom scripts, and security policies

If updating past 10.3, when we implemented encrypted Passwords and stricter Password requirements:

Changing Minimum Password and Username Length Requirements

 

Active Directory login not working after a server upgrade

Active Directory on Savance Workplace Version 10.3.47+

 

 

Upgrading the Clients

Now that you have upgraded your server to the latest release, you have the option to upgrade your clients. This does not have to be done, but it is recommended. The latest client can be found on the same page online that the Server Installer was found. Simply download and run the Application, Outlook Add-in, or other features that you want to upgrade.
 

Note: When upgrading a client, be sure that your client version matches or is lower than the server version. The Server must match or be greater than the clients or else the client will not be able to run.

 

 

Disabling Automatic Upgrades

If you would like automatic client upgrades to be disabled, you can do this for an entire company or for an individual user. For more details, visit the following page: http://www.eioboard.com/HelpfulGuidesandPages/DisableAutomaticUpdate.aspx

 

Common Post-Upgrade Issues

  1. Login issues (Desktop)
    1. Web Service Application pools weren’t created in the IIS
    2. Web Service wasn’t assigned to its corresponding Application pool
    3. Your Desktop app is out dated. v11 only supports v10.3.47+ Destkop apps
    4.  The Database wasn’t correctly upgraded (See Manually Upgrading Database document)
      1. To review your Database version, simply open SSMS to view the Database. Open the Savance DB Table (Default name is SolutionSavant) then find the Versions table. Right click on ‘dbo.Versions’ select view top 1000
  2. Login Issues (Browser)
    1. The SSL cert was removed from the IIS bindings
    2. The IIS port changed during the upgrade causing a firewall to block communication
    3. The Database wasn’t correctly upgraded (See Manually Upgrading Database document)
      1. To review your Database version, simply open SSMS to view the Database. Open the Savance DB Table (Default name is SolutionSavant) then find the Versions table. Right click on ‘dbo.Versions’ select view top 1000

 

 

Metabase Compatibility error during Upgrade

Upgrading EIOBoard Server on one Machine and SQL Server Remotely Accessible on Another

Manually Upgrade the Database

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