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The Comprehensive Guide to Customer Hosted Upgrades and Migrations

Upgrading EIOBoard Server on Customer Hosted Installations

I. Different Scenarios and Needs – The Scenarios covered in this guide are as follows

  1. Scenario – Upgrading the EIOBoard Server and Database – No migration
  2. Scenario – Migrating the Server and Database to a new Server
  3. Scenario – Upgrading and Migrating the EIOBoard Server with no database migration
  4. Scenario – Upgrading and Migrating EIOBoard Server and the database

II. Step 1 – No matter which scenario is yours the first step is always to back up your database. During a simple upgrade the installer will automatically back up the database. However, due to possible changes in SQL since installation or other unknowns it is highly recommended that you not rely on the installer and manually backup the SQL database prior to any upgrade or migration. Instructions on how to manually backup the database can be found here http://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/443/0/manually-upgrade-the-database

III. Step 2 – The second step for all scenarios is to backup the web.config file from IIS

  1. Open IIS
  2. Find the EIOBoard Website under the sites folder on the left in the Connections pane. Right click on it and choose Explore. EIOBoard will be nested under the Default Web Site or other site in IIS if installed as a virtual directory.
  3. A Windows Explorer Window will open. Find the web.config file (web if extensions aren’t displayed). Copy it to the desktop or shared directory where it can be accessed on the new Server.
  4. Back Up Web Config tutorial

IV. Scenario 1 – Step 3 for Upgrades only without migration

  1. Run the installer as admin and note any errors that occur
  2. Replace the web.config file in IIS with the web.config file you copied to your desktop in Step 2
  3. Restart the EIOBoard Service
  4. Restart IIS
  5. Jump to Step ? – Testing the installation

V. Scenario 2 – Step 3 for Migrating the Server and database to a New Server without upgrade

  1. Note the version and Uninstall EIOBoard Server – Uninstall Tutorial
  2. On the new Server in the roles and features enable IIS metabase compatability, ASP, .NET 3.5, .NET 4.5
  3. On the new Server Install SQL Express and SQL Management Studio if an instance is not already installed
  4. Restore the database backup from step 1 to the new instance of SQL Server- https://docs.microsoft.com/en-us/sql/relational-databases/backup-restore/restore-a-database-backup-using-ssms
  5. Download the intranet installer for the EIOBoard Server version you noted down in step 1 go to http://www.eioboard.com/downloads/releases/9.1.37 (replace version number with your version number)
  6. Install the EIOBoard Server using the intranet installer – select the settings you need for email Server AD Sync, etc. – At the SQL screen input the new SQL Instance, SA username and Password. Make sure the Database name matches the database name that was used to create the backup – When asked if you want to overwrite the database choose No – Install EIOBoard with Existing DB Tutorial
  7. In IIS right click on Application Pools and choose add Application Pool. Create a New application pool set to .NET 2.0 and Integrated. Add EIOBoard and WebService to that App Pool – Application Pools Tutorial
  8. Jump to VIII – Testing the installation

VI. Scenario 3 – Step 3 for Upgrading and Migrating the Server with no database migration

  1. Uninstall EIOBoard Server
  2. On the new server run the installer for the latest version of EIOBoard intranet installer using the same steps in step V-5-7 but use the SQL server address instead of localhost\database
  3. Jump to VIII – Testing the installation

VII. Scenario 4 – Follow the same steps in V but use the latest version of the installer

VIII. Testing and trouble shooting the installation –

    1. The first step is to make sure the EIOBoard Service is running. In the system tray right click on the EIOboard Server icon and if needed click Start Service – Start Service Tutorial –
    2. If you are using AD Sync and after an upgrade AD credentials no longer work to sign into the Web Based App and you are given this error message there is a new setting that needs to be changed in EIOBoard Server. Open the EIOBoard Server and go to Management->Settings->AD Sync and change the Auth. Type to the Authentication type set on your AD Server (usually basic). This allows your AD Sync table to populate and alleviates this error (this is a new setting since 9.1.37)
    3. Go to IIS, click on the EIOBoard site on the left and click the Browse link for the site – It should open the login page for the web interface – Browse Website in IIS Tutorial
    4. (if applicable) Open SQL Management Studio and verify that the database was upgraded. If the database version was not upgraded go to this guide on upgrading manually and check the web.config file to make sure the SQL password is correct. If you ran into any SQL authentication errors during your upgrade it is likely that the database was not upgraded and will need to be upgraded manually Check Database Version Tutorial –   Manually Upgrade Database KB Article

    1. Then test the client connection. In the first example the port number had been changed from Port 80 to 801 so :801 and needed to be added. In the second example I changed the binding instead of the port number.

 

 

    1. A common connection error you may see after an upgrade is this – the first thing to check is whether the web.config file has been incorrectly duplicated. In IIS right click on WebService. if you see a web.config file there delete it and restart the site.

 

    1. This error can also occur if the SQL password is incorrect. When doing an upgrade only, or a migration of both EIOBoard Server and SQL database to a new Server if you run into any authentication issues, problems connecting to SQL, issues with AD Sync etc. general connection problems etc. you can often fix them by replacing the web.config file in the EIOboard site with the backup you created in III. – Step 2 In this example this was done to fix an incorrect sql password

 

  1. Sometimes replacing the entire web.config file might cause more problems than it fixes. In the web.config file there are several settings called appSettings that may sometimes be changed or reset by an upgrade or Server migration. Compare these entries in the new web.config file to your backup web.config file to make sure your settings that worked before the upgrade are still employed after the upgrade. You can also check these settings to make sure that your new server addresses etc. have been set correctly. Here is a screen shot of the app settings from web.config. The settings that most commonly need to be changed to match the backup are highlighted. Just keep in mind all installations are different-
  2. A final problem you may run into after upgrading SQL is an issue where a user tries to log in to EIOBoard it gets stuck at “logging 51%” and then eventually times out. This is due to a compatibility setting in Newer version of SQL (later than 2012). If your users run into this problem set the compatibility level for the SolutionSavant (or whatever your EIOBoard database is called) database to 2008.  Here is a microsoft article on how to do this https://docs.microsoft.com/en-us/sql/relational-databases/databases/view-or-change-the-compatibility-level-of-a-database
  3. If you use AD Sync and following an upgrade automatic login through the browser interface is no longer working follow this guide to set it up again – http://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/372/0/windows-authentication-in-the-browser-interface
  4. Advanced – Deleting Reg keys on the server – http://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/320/0/delete-server-registry-keys
  5. This covers most of the problems that occur with upgrades and migrations but you may run into issues not covered in this guide. If you do please contact support and we will assist you.

IX. Installing and updating clients after and upgrade/migration – helpful kb articles on installing clients using group policy, registry deployments

  1. Deploying EIO Board using Group Policy – http://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/296/0/guide-on-how-to-deploy-eioboard-client-using-group-policy – http://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/356/0/failed-group-policy-installation
  2. Automated installation settings and deployment – http://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/88/0/automated-installation-and-settings-deployment
  3. Deploying settings with the Registry – http://support.savance.com/index.php?/eioboard/Knowledgebase/Article/View/58/0/how-do-i-deploy-settings-with-the-registry
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