This article is intended to assist the Issuetrak administrator with using the Issuetrak Deployment Manager (IDM) to upgrade an existing installation of Issuetrak. The IDM provides a graphical wizard interface for upgrading Issuetrak while providing a fair degree of control over how the site is installed.
If you would prefer to have more control over the deployment of Issuetrak, and you're comfortable with using PowerShell and hand-editing configuration files, then you might consider using the Issuetrak Deployment Utility (IDU) instead.
You can find more about Issuetrak Deployment Fundamentals here.
Confirm that your current site is working:
- Ensure that you can navigate to your Issuetrak site.
- Confirm that you can sign in to your site.
- If Outgoing Email is configured, navigate to the gear icon in the top right > Outgoing Email > click on Test Mail Server and confirm that you receive the test message that is sent.
- If Incoming Email is configured, navigate to the gear icon in the top right > Incoming Email > click edit for each active mailbox > click on the Test Connection button to confirm that it is working properly.
- (If applicable) Ensure that you are able to authenticate to the site with your identity provider's credentials.
Please ensure that your environment meets Issuetrak's system requirements. It may be necessary to add roles and features that aren't currently installed on the Web or SQL servers. Additional configuration beyond roles and features may also be required.
Download the latest Issuetrak distribution.
You will be prompted to enter your credentials to access our Support site in order to download the distribution.
Once you've downloaded the distribution, place it on the Web server and then extract it. If it is necessary to transfer the distribution to another server after downloading it, be sure to unblock the zip file prior to extracting it.
If you have added logos to your site, be sure to run the logo migration script either right before or after performing this upgrade. Find out more about the script here.
This set of upgrade steps is for customers that are upgrading and do not currently wish to use Integrated Security. If you are interested in switching your Issuetrak site to Integrated Security, then please see the article About Integrated Security.
Navigate to the Issuetrak distribution, then perform the following steps:
- Right-click the file Issuetrak.Deployment.Manager.exe and choose Run as Administrator.
- You will be prompted to accept Issuetrak's Terms of Service at this location. Choose Continue to accept the Terms of Service and proceed with your usage of the IDM.
- Choose Upgrade an existing Issuetrak site.
- The IDM will scan for existing sites.
- If you are upgrading from a version prior to 15.2, then you will be prompted to enter your Site ID. You can get this information by contacting Issuetrak Support.
- You will receive a prompt for administrative SQL credentials.
You may choose to use Windows authentication if your account has SQL admin rights, or simply enter the credentials for a SQL admin account. Afterward, click Authenticate.
- The IDM will populate a list of valid Issuetrak sites that are available to be upgraded.
- Select any number of sites that you wish to upgrade.
- Note that sites with the same version and build number as the current release are eligible to have the upgrade run against them.
- If any site has the message "There was a problem retrieving License details" then please see this article for additional steps.
- Under Deployment Options, decide what contexts to deploy, and whether to perform a backup of each site's respective database and web folder.
- Under View Options, choose Show IDU Output.
- Click Upgrade.
The IDM will begin to carry out the upgrade, and its output at the bottom of the window will tell you what it's doing and whether it succeeded at each step.
The default behavior of the IDM is to roll back the state of the website if the upgrade fails. However, this should not be relied upon for disaster recovery. The web files associated with the pre-upgrade iteration of Issuetrak are backed up unless otherwise specified in the JSON or in the IDM. The default backup location is a folder called backups located within the Issuetrak distribution. Backed up web files are located within a subfolder that has been named according to the site's title in IIS.
Get as much context from the IDM window as you can. Something as simple as a misspelled server name can cause the deployment to fail. If the root cause is unclear, proceed with the steps below:
- Open Explorer and navigate to your Issuetrak distribution folder.
- Open the Logs folder.
- Open the latest timestamped log file.
- Read the log and try to determine where the upgrade failed.
- Take note of your findings and save the log file.
Issuetrak Support will be happy to troubleshoot or assist you with your upgrade. You can contact Support at 888-789-8725 (US & Canada), +1 757-213-1351 (International), support@issuetrak.com or https://support.issuetrak.com/.
Congratulations on your successful upgrade of Issuetrak! Even though this isn't a new deployment of Issuetrak for you, please consider reviewing our Post-Deployment Configuration article. You can add a degree of security to your site by applying DPAPI encryption to your Issuetrak site's connection strings, which is discussed in that article.
Additionally, consider contacting Support for assistance with cleaning up services after upgrading to 11.6 and above, as the Incoming Email Service is no longer used. You can contact Support at 888-789-8725 (US & Canada), +1 757-213-1351 (International), support@issuetrak.com or https://support.issuetrak.com/.
