Summary #
This article provides a best-practice, step-by-step procedure to upgrade the Open iT Core Server from version 9 to version 10. The process ensures minimal downtime, preserves existing configurations, and helps maintain consistency across environments.
Purpose #
To guide administrators through a safe and uniform upgrade process of the Core Server from v9 to v10, based on practical field experience and lessons learned.
Scope #
- Applies to: On-premises environments
- Affected Systems: Core Server and connected client systems
Prerequisites #
Before starting the upgrade, ensure the following actions are completed:
- Backups
- Bin folder
- Configuration folder
- ReportingServer folder
- (Optional) Data folder – recommended to request a VM snapshot from the customer instead of manual backup. Note: during uninstallation, the Data folder is usually preserved.
- Screenshots / Documentation
- License Servers (from the portal)
- Mapping Source settings
- User-to-Properties and User-to-Groups Mappings
- Users and Groups list
- Environment Notes
- Record the installation path of the existing Core Server.
- Record the Data directory path.
- Installer
- Download the latest Core Server v10 installer from the Customer Portal.
Upgrade Procedure #
Step 1: Uninstall the Old Version
- Stop all Core Server services.
- Uninstall Core Server v9 from Programs and Features.
Step 2: Install Ingress
- Launch the Ingress installer.
- If using HTTPS, provide the proper hostname (must match the one used to access the webpage) and the correct port.
- If using HTTP, uncheck the HTTPS option.
- Complete the Ingress installation.
Step 3: Install Core Server v10
- Mount and run the v10 installer.
- Choose the appropriate installation directory.
- Point the Data directory to the existing (previous) Data folder.
- Complete the installation.
Post-Upgrade Validation #
After installation, perform the following checks:
- Confirm the Core Server webpage is accessible.
- Verify all Core Server processes are running.
- Reconfigure the Mapping Sources and Mappings as per the screenshots.
- For customized mappings, copy them from the backup into the new Configuration folder.
- Restore the previous map.dbl file:
- Replace the new file at ReportingServer\db\map with the backed-up version.
- Validate that all license servers are connected by checking License Monitor in the portal.
Rollback Plan #
In case the upgrade fails:
- Stop Core Server services.
- Uninstall the upgraded version (v10).
- Restore the backed-up configuration files and database.
- Reinstall Core Server v9.
- Restart services and validate functionality.
