Upgrade Checklist

Upgrade Guidelines

Platform: OnBase
Product: Upgrade Guidelines
Release: Foundation 23.1
License: Premier; Standard; Essential

Documentation Notice
Upgrade Guidelines Overview
Overview
Recommended Upgrades
Contacting Support
Best Practices for Upgrading
Overview
Review Documentation and Resources
Hyland Community
Technical Requirements Overview for New Installations and Upgrades
Installation Requirements
Release Notes
Coordinate with Support and Administrators
First Line of Support
Business Process Owners
Security and Network Administrators
Database Administrators
Server Administrators
Hardware and Software Considerations
Support Statements
Hardware Access
Changing Hardware during a Software Upgrade
Third-Party Software Upgrade Plans
Deployment Options
Citrix Deployments
Minimum Workstation and Server Requirements
The Incremental Parallel Upgrade Process
Incremental Parallel Upgrades for Unicode Databases
Preparing for an Upgrade
Inform First Line of Support
Schedule the Upgrade
Obtain HSI Number
Download New Files
Install Microsoft .NET Framework and Microsoft Visual C++ Redistributable Package
ADO.NET Connection Strings
ODBC Driver Requirements
Verify Temporary Path for Reports
Stop All Services and Incoming Processes
Perform a Full Database Backup
Prevent User Access
Prevent Users from Logging On in Version 9.0 and Earlier
Prevent Users from Logging On in Version 9.2 and Later
Disconnect Active Web Sessions
Forcefully Disconnect Users
Verify That All Users Are Offline and Remove Orphaned Licenses
Purge Transaction Logs
Upgrading the Database
Schema Version
Length of Time Required for Database Upgrade
Start the Database Upgrade
Upgrading the Database Using the Configuration Module
Upgrading the Database Using Foundation DBUtils
Modifying the JSON Configuration File
Running the Foundation DBUtils Application
Command Line Switches for Foundation DBUtils
Testing
Benefits of a Test Environment
Potential Issues in Testing
Issues in Test Environments
Issues in Testing
Upgrading an OnBase Client Running as a Windows Service
Upgrading Core Components
Create a Web.Config Backup
Take Note of All Related Network User Accounts
Document Module Installation Locations
Post-Upgrade Considerations
Perform Database Maintenance
Import Processing Options
Assign System Document Types
Duplicate Workstation Registrations
Password Configuration Considerations
Legacy Password Encryption and Case-sensitive Password Compatibility
Upgrade Checklist
Overview
Steps for Upgrading
Prepare for the Upgrade
Upgrade the Database
Installing OnBase Clients
Test the Upgrade Client
Upgrade OnBase Clients Running as a Windows Service
Upgrade Core Components
Final Steps

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