Layton ServiceDesk - Installation - Migration - Application Only (Direct Update to Latest Version)

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__FORCETOC__
 
__FORCETOC__
 
=Overview=
 
=Overview=
This procedure would be used when you need to move the application to a new server, but leave the database on the existing SQL server. Instead of '''[[Layton ServiceDesk - Installation - Migration - Application Only|installing the same version as Live on the destination server]]''', the latest version will be installed and the database updated with a SQL Server script.
+
This procedure would be used when you need to move the application to a new server, but leave the database on the existing SQL server.
  
We highly recommend that you do not commit to the migrated installation until you are sure that the application is working without issues.
+
Instead of '''[[Layton ServiceDesk - Installation - Migration - Application Only|installing the same version as Live on the destination server]]''', the latest version will be installed and the database will be updated with a SQL Server script.
  
=Procedure=
+
We highly recommend that you do not commit to the migrated installation until you are sure that the application is working without issues. As there will be a testing period, it is assumed that the Live installation will continue to be used, and backups taken at the beginning of the procedure will be out of sync when it is time to go live. This is accounted for in the procedure.
==Download Latest Version==
+
 
 +
==Procedure==
 +
==Installation Phase==
 +
====Download Latest Version====
 
#Note the '''[[Layton ServiceDesk - Procedures - General - How to Find the Version Number|application version]]''' on your live installation (''Live''), for reference.
 
#Note the '''[[Layton ServiceDesk - Procedures - General - How to Find the Version Number|application version]]''' on your live installation (''Live''), for reference.
 
#Check '''[[LSD Current Version|the latest release notes]]''' to get the latest version number.
 
#Check '''[[LSD Current Version|the latest release notes]]''' to get the latest version number.
Line 14: Line 17:
 
#Download '''[http://client.laytontechnology.com/wp-content/themes/layton-admin/Update/bntlsd201/queries/lsd_database_update.zip the latest SQL Server database-update script]'''.
 
#Download '''[http://client.laytontechnology.com/wp-content/themes/layton-admin/Update/bntlsd201/queries/lsd_database_update.zip the latest SQL Server database-update script]'''.
  
==Backup==
+
====Prepare Test Database====
#Back up the existing application installation directory by copying it to a location on the destination server. The default path is: ''C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\''
+
#In Layton ServiceDesk on the Live server:
#In Layton ServiceDesk:
+
 
##Go to '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Administration > System Settings > Email Server Settings]]'''.
 
##Go to '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Administration > System Settings > Email Server Settings]]'''.
 
##Record the contents of all the fields. This is a precautionary step in case they need to be re-entered.
 
##Record the contents of all the fields. This is a precautionary step in case they need to be re-entered.
Line 22: Line 24:
 
#In Management Studio:
 
#In Management Studio:
 
##Back up your database.
 
##Back up your database.
##Restore the backup of your database with a different name, for testing.
+
##Restore the backup of your database with a different name. This will be the Test database.
 
+
#In Layton ServiceDesk on the Live server:
==Preparation==
+
##Go to '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Administration > System Settings > Email Server Settings]]'''.
#Check your destination server against the '''[[Layton ServiceDesk - System Requirements|System Requirements]]'''.
+
##Re-enable both '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings#Auto Import Settings|Auto Import Email Server Settings]]''' to restore processing of incoming mail during the testing period.
#Run your destination server through the '''[[Layton ServiceDesk - Pre-Installation Procedure|Pre-Installation Procedure]]'''.
+
#In Management Studio:
 
+
##Run the latest SQL Server database-update script, '''[[Layton ServiceDesk - Installation - Migration - Application Only (Direct Update to Latest Version)#Download Latest Version|downloaded above]]''', on the ''Test'' database (not Live).
==Update Database==
+
##Execute this SQL query to verify that the database has been updated to the latest version number. The version number of the database will match that of the application version number:
#In Management Studio, run the latest database-update SQL Server script, '''[[Layton ServiceDesk - Installation - Migration - Application Only (Direct Update to Latest Version)#Download Latest Version|downloaded above]]''', on the test database (not Live).
+
#Execute this SQL query to verify that the database has been updated to the latest version number:
+
  
 
     SELECT sys_admin_value AS "Database Version Number"
 
     SELECT sys_admin_value AS "Database Version Number"
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     WHERE  sys_admin_id = 'db_compatible_app'
 
     WHERE  sys_admin_id = 'db_compatible_app'
  
==Installation==
+
====Prepare Destination Server====
 +
#Check your destination server against the '''[[Layton ServiceDesk - System Requirements|System Requirements]]'''.
 +
#Run your destination server through the '''[[Layton ServiceDesk - Pre-Installation Procedure|Pre-Installation Procedure]]'''.
 +
 
 +
====Installation====
 
#Install as per '''[[Layton ServiceDesk - Installation - New Installation|New Installation]]'''.
 
#Install as per '''[[Layton ServiceDesk - Installation - New Installation|New Installation]]'''.
#When the Database Tool opens, choose '''[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to an existing database]]''' and point it to your test database.
+
#When the Database Tool opens, choose '''[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to an existing database]]''' and point it to your Test database, not ''Live''.
  
==Upgrade to Same Version as Live==
+
====Migrate Application Interface Files====
#If the full version you installed was earlier than Live, immediately upgrade to the same version as Live, using the Upgrade installer provided by Support.
+
This step will restore files related to the application in general, so that the interface won't break during testing, but not attachments to Requests, Problems or Changes, which will be restored later.
  
==Restore Application Data==
+
#Back up the live application installation directory by copying it to a location on the destination server. The default path is: ''C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\''
#From the backup made in the '''[[#Preparation|Preparation]]''' steps, copy the files to the same location on the destination server.
+
#Copy the files in the following folders to the same folder locations on the destination server:
 
#*''Application Images\'': Custom images added to any forms in '''[[Layton ServiceDesk - Configuring the System - Form Design|Form Design]]'''
 
#*''Application Images\'': Custom images added to any forms in '''[[Layton ServiceDesk - Configuring the System - Form Design|Form Design]]'''
#*''HB_Data\ChangeAttach\'': File attachments for '''[[Layton ServiceDesk - Logging a New Change#Change Logging|Changes]]'''
 
 
#*''HB_Data\Editor_Folder\Image\'': User images added to email bodies configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies#Adding Images to Email Bodies|Email Settings & Bodies]]'''
 
#*''HB_Data\Editor_Folder\Image\'': User images added to email bodies configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings & Bodies#Adding Images to Email Bodies|Email Settings & Bodies]]'''
 
#*''HB_Data\EmailBodies\'': Email notifications configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings %26 Bodies|Email Settings & Bodies]]'''
 
#*''HB_Data\EmailBodies\'': Email notifications configured in '''[[Layton ServiceDesk - Settings - Libraries - Email Settings %26 Bodies|Email Settings & Bodies]]'''
#*''HB_Data\MailIn\'': File attachments from emails in the '''[[Layton ServiceDesk - Logging A New Request#Converting an Incoming Email into a Request|Incoming email queue]]'''
 
#*''HB_Data\ProblemAttach\'': File attachments for '''[[Layton ServiceDesk - Logging a New Problem#Problem Logging|Problems]]'''
 
#*''HB_Data\RequestAttach\'': File attachments for '''[[Layton ServiceDesk - Logging A New Request#Overview|Requests]]'''
 
#*''HB_Data\LogFiles\'': Application log files.
 
  
==Testing==
+
==Testing Phase==
 
#Test the installation by logging in, creating a request, sending an email, general use. If there is an issue, '''[mailto:[email protected] contact Support]''' for assistance. Do not continue until the issue is resolved.
 
#Test the installation by logging in, creating a request, sending an email, general use. If there is an issue, '''[mailto:[email protected] contact Support]''' for assistance. Do not continue until the issue is resolved.
  
==Configuration==
+
==Changeover Phase==
#Follow '''[[Layton ServiceDesk - General Troubleshooting - PDF Report Not Attached to Scheduled Report Email|this procedure]]''' to remap the application support path.
+
===Disable Live Application===
#Launch Database Tool (DBTool.exe), choose '''[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to an existing database]]''' and point it to your live database.
+
At this stage, the Live application needs to be disabled, so that users do not add data that will be lost due to timing of the changeover.
  
==Decommission Old Application==
+
#In Layton ServiceDesk on the Live server:
#On the old server, uninstall Layton ServiceDesk using Programs and Features.
+
##Go to '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Administration > System Settings > Email Server Settings]]'''.
#Open Internet Information Services (IIS) Manager.
+
##Disable both '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings#Auto Import Settings|Auto Import Email Server Settings]]'''.
##In ''Application Pools'', delete ''LaytonServiceDeskAppPool''.
+
#On the Live server:
##In ''Sites > Default Website'', delete the virtual directory ''LaytonServiceDesk''.
+
##Open the Windows Services console.
#Open the Windows Services console.
+
##Stop the ''World Wide Web Publishing Service''. This will prevent users from accessing the system.
#Check to see if the ''LaytonServiceDesk'' service exists. If it does, open a command prompt and run this command to remove it:<br /><br /><p><code>sc delete LaytonServiceDesk</code><br /><br />If the service becomes ''marked for deletion'' but hasn't been removed, restart the server and check that the service has been removed.</p>
+
 
#Delete the folder ''Layton Technology'' in C:\Program Files\.
+
===Update Live Database===
 +
#In Management Studio, run the latest SQL Server database-update script, '''[[Layton ServiceDesk - Installation - Migration - Application Only (Direct Update to Latest Version)#Download Latest Version|downloaded above]]''', on the ''Live'' database.
 +
#Execute this SQL query to verify that the database has been updated to the latest version number. The version number of the database will match that of the application version number:
 +
 
 +
    SELECT sys_admin_value AS "Database Version Number"
 +
   
 +
    FROM  [admin]
 +
   
 +
    WHERE  sys_admin_id = 'db_compatible_app'
 +
 
 +
===Restore Application Attachment Files===
 +
This step will restore attachment files related to Requests, Problems or Changes.
 +
 
 +
#From the application directory backup taken in '''[[#Migrate Application Interface Files|Migrate Application Interface Files]]''', copy the files in the following folders to the same folder locations on the destination server:
 +
#*''HB_Data\ChangeAttach\'': File attachments for '''[[Layton ServiceDesk - Logging a New Change#Change Logging|Changes]]'''
 +
#*''HB_Data\MailIn\'': File attachments from emails in the '''[[Layton ServiceDesk - Logging A New Request#Converting an Incoming Email into a Request|Incoming email queue]]'''
 +
#*''HB_Data\ProblemAttach\'': File attachments for '''[[Layton ServiceDesk - Logging a New Problem#Problem Logging|Problems]]'''
 +
#*''HB_Data\RequestAttach\'': File attachments for '''[[Layton ServiceDesk - Logging A New Request#Overview|Requests]]'''.
 +
 
 +
===Configuration===
 +
#Launch Database Tool (DBTool.exe), choose '''[[Layton ServiceDesk - Installation - Connect to Existing Database|Connect to an existing database]]''' and point it to your Live database. Note that the last step is, in the Windows Services console, to restart the ''World Wide Web Publishing Service''. If this is not done, the new application installation will still be connected to the old database.
 +
#In Layton ServiceDesk on the new server:
 +
##Go to '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings|Administration > System Settings > Email Server Settings]]'''.
 +
##Re-enable both '''[[Layton ServiceDesk - Settings - System Settings - Email Server Settings#Auto Import Settings|Auto Import Email Server Settings]]'''.
 +
##Follow '''[[Layton ServiceDesk - General Troubleshooting - PDF Report Not Attached to Scheduled Report Email|this procedure]]''' to remap the application support path on the Live database.
  
==Upgrade to Latest Version==
+
===Decommission Old Application===
#If you are not running the latest version, update as soon as possible. Refer to the '''[[LSD Current Version|latest release notes for details]]'''.
+
#On the old server:
<p align="right">[[File:btn back up.png|link=Layton ServiceDesk - Installation - Migration]] [[Layton ServiceDesk - Installation - Migration|<u>Back to ''Migration''</u>]]</p>
+
##Uninstall Layton ServiceDesk using Apps and Features.
<p align="right">[[File:btn back up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p>
+
##Open Internet Information Services (IIS) Manager.
 +
###In ''Application Pools'', delete ''LaytonServiceDeskAppPool''.
 +
###In ''Sites > Default Website'', delete the virtual directory ''LaytonServiceDesk''.
 +
##Open the Windows Services console.
 +
##Check to see if the ''LaytonServiceDesk'' service exists. If it does, open a command prompt and run this command to remove it:<br /><br /><p><code>sc delete LaytonServiceDesk</code><br /><br />If the service becomes ''marked for deletion'' but hasn't been removed, restart the server and check that the service has been removed.</p>
 +
##Delete the folder ''Layton Technology'' in C:\Program Files\.
 +
#Delete the Test database.
 +
<p align="right">[[File:btn back up.png|link==Layton ServiceDesk - Installation - Migration]] [[Layton ServiceDesk - Installation - Migration|<u>Back to ''Migration''</u>]]</p>
 +
<p align="right">[[File:btn back up.png|link==User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p>

Revision as of 22:00, 21 March 2019

Btn back up.png Back to Contents

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Contents

Overview

This procedure would be used when you need to move the application to a new server, but leave the database on the existing SQL server.

Instead of installing the same version as Live on the destination server, the latest version will be installed and the database will be updated with a SQL Server script.

We highly recommend that you do not commit to the migrated installation until you are sure that the application is working without issues. As there will be a testing period, it is assumed that the Live installation will continue to be used, and backups taken at the beginning of the procedure will be out of sync when it is time to go live. This is accounted for in the procedure.

Procedure

Installation Phase

Download Latest Version

  1. Note the application version on your live installation (Live), for reference.
  2. Check the latest release notes to get the latest version number.
  3. Download the latest full installer.
  4. Download the latest SQL Server database-update script.

Prepare Test Database

  1. In Layton ServiceDesk on the Live server:
    1. Go to Administration > System Settings > Email Server Settings.
    2. Record the contents of all the fields. This is a precautionary step in case they need to be re-entered.
    3. Disable both Auto Import Email Server Settings so that the test installation doesn't hijack incoming mail.
  2. In Management Studio:
    1. Back up your database.
    2. Restore the backup of your database with a different name. This will be the Test database.
  3. In Layton ServiceDesk on the Live server:
    1. Go to Administration > System Settings > Email Server Settings.
    2. Re-enable both Auto Import Email Server Settings to restore processing of incoming mail during the testing period.
  4. In Management Studio:
    1. Run the latest SQL Server database-update script, downloaded above, on the Test database (not Live).
    2. Execute this SQL query to verify that the database has been updated to the latest version number. The version number of the database will match that of the application version number:
   SELECT sys_admin_value AS "Database Version Number"
   
   FROM   [admin]
   
   WHERE  sys_admin_id = 'db_compatible_app'

Prepare Destination Server

  1. Check your destination server against the System Requirements.
  2. Run your destination server through the Pre-Installation Procedure.

Installation

  1. Install as per New Installation.
  2. When the Database Tool opens, choose Connect to an existing database and point it to your Test database, not Live.

Migrate Application Interface Files

This step will restore files related to the application in general, so that the interface won't break during testing, but not attachments to Requests, Problems or Changes, which will be restored later.

  1. Back up the live application installation directory by copying it to a location on the destination server. The default path is: C:\Program Files (x86)\Layton Technology\Layton ServiceDesk\
  2. Copy the files in the following folders to the same folder locations on the destination server:

Testing Phase

  1. Test the installation by logging in, creating a request, sending an email, general use. If there is an issue, contact Support for assistance. Do not continue until the issue is resolved.

Changeover Phase

Disable Live Application

At this stage, the Live application needs to be disabled, so that users do not add data that will be lost due to timing of the changeover.

  1. In Layton ServiceDesk on the Live server:
    1. Go to Administration > System Settings > Email Server Settings.
    2. Disable both Auto Import Email Server Settings.
  2. On the Live server:
    1. Open the Windows Services console.
    2. Stop the World Wide Web Publishing Service. This will prevent users from accessing the system.

Update Live Database

  1. In Management Studio, run the latest SQL Server database-update script, downloaded above, on the Live database.
  2. Execute this SQL query to verify that the database has been updated to the latest version number. The version number of the database will match that of the application version number:
   SELECT sys_admin_value AS "Database Version Number"
   
   FROM   [admin]
   
   WHERE  sys_admin_id = 'db_compatible_app'

Restore Application Attachment Files

This step will restore attachment files related to Requests, Problems or Changes.

  1. From the application directory backup taken in Migrate Application Interface Files, copy the files in the following folders to the same folder locations on the destination server:
    • HB_Data\ChangeAttach\: File attachments for Changes
    • HB_Data\MailIn\: File attachments from emails in the Incoming email queue
    • HB_Data\ProblemAttach\: File attachments for Problems
    • HB_Data\RequestAttach\: File attachments for Requests.

Configuration

  1. Launch Database Tool (DBTool.exe), choose Connect to an existing database and point it to your Live database. Note that the last step is, in the Windows Services console, to restart the World Wide Web Publishing Service. If this is not done, the new application installation will still be connected to the old database.
  2. In Layton ServiceDesk on the new server:
    1. Go to Administration > System Settings > Email Server Settings.
    2. Re-enable both Auto Import Email Server Settings.
    3. Follow this procedure to remap the application support path on the Live database.

Decommission Old Application

  1. On the old server:
    1. Uninstall Layton ServiceDesk using Apps and Features.
    2. Open Internet Information Services (IIS) Manager.
      1. In Application Pools, delete LaytonServiceDeskAppPool.
      2. In Sites > Default Website, delete the virtual directory LaytonServiceDesk.
    3. Open the Windows Services console.
    4. Check to see if the LaytonServiceDesk service exists. If it does, open a command prompt and run this command to remove it:

      sc delete LaytonServiceDesk

      If the service becomes marked for deletion but hasn't been removed, restart the server and check that the service has been removed.

    5. Delete the folder Layton Technology in C:\Program Files\.
  2. Delete the Test database.

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