Upgrading Decisions (v6 to v8)
  • 22 Jun 2022
  • 3 Minutes to read
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Upgrading Decisions (v6 to v8)

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Overview

The following article demonstrates how to upgrade a Version 6 (v6) installation to Version 8 (v8)

.NET Core 6.0 (Versions 8.0+) 
  • ALL custom libraries will need to be recompiled for .NET Core
  • Custom assemblies will need to be re-written
  • Modules may require design refactoring or downloading newer versions
To begin building steps in .NET Core 6.0 or the Decisions tool, visit the SDK Overview.
IMPORTANT CONSIDERATIONS
  • The change to .NET Core architecture requires an "uninstall" of v6 ahead of installing v8.
  • Running v6 and v8 with the same database is NOT supported.
  • Upon upgrading to v8, downgrading back to v6 is NOT supported.
  • Projects using XML/XSD Data Structures may require remapping on upgrade.
  • v6 custom Less files are not supported for use in v8.
  • v8 Web Service Integrations requires the installation of the .NET Core 6.0 SDK and a machine restart for proper configuration.
  • SSO endpoints were modified between v6 and v8. While v6 endpoints still function, the recommended endpoints have changed. Refer to the earlier linked article for further details. 
  • The following article focuses on a Standard v6 server installation. For upgrading v6 MT environments, refer to Upgrading a v6 Multi-Tenancy to v8

Pre Installation: Make Backups and Remove Version 6

  1. Backup the Database (DB)noting the DB Server and DB name (or connection string).
  2. Navigate to C:\Program Files\Decisions\Decisions Service Manager.
  3. Copy and paste the Settings.xml file to the Desktop.
    Warning on Settings.xml
    The v6 Settings.xml file will be used as a point of reference for various parameters while installing v8, but cannot be used between versions. 
  4. Navigate to C:\Program Files\Decisions\Decisions Service Manager\Instances\Control.
  5. Copy and paste the Keys.dat file to the Desktop.
  6. Navigate to C:\Program Files\Decisions\FileStorage.
  7. Backup the FileStorage Folder and reference the v6 Settings.xml file, copied above, to re-configure the exact path later in the v8 Installer.
  8. Visit Download Decisions; select the Decisions 6 Installer that matches the current version (ex: 6.10.0)
  9. Run DecisionsServerInstaller.exe. Then, click REMOVE. 

Install Version 8 Part 1: Downloads, Selecting Installation Type, and Database Setup

Once v6 has been removed:

  1. Download and install .NET 6 Runtime (x64) and the .NET Core Hosting Bundle.
  2. Download the desired Decisions 8 Installer from Download Decisions webpage.
  3. Right-click the newly downloaded installer, and select Run as administrator
  4. Click INSTALL.
  5. Review the terms, check the I accept the terms of the License Agreement box, then click Next to proceed.
  6. On the Select Installation Type window, make the appropriate license choice, then click Next.
    Additional Options
    To further customize all installation options, check the Show Advanced Settings box. 

  7. Upon reaching the Settings screen, click Next.

  8. On the Database Setup screen, select the appropriate Database Type, match the Connection Type and Connection Settings that was used for v6, then click Next
  9. Select the appropriate Installer Hosting Option, then click Next.

    Recommended Hosting Option
    Note that Self Hosting is typically the recommended Hosting Option


Installing Decisions Part 2: Portal Base URL

The following section demonstrates how to setup the Portal Base URL for the Decisions environment for both Hosting Options.

Matching PortalBaseURL
To ensure previously emailed v6 task links resolve correctly, reference the v6 Settings.xml file to configure matching values for the v8 installation. 

Self Hosting:

  1. Specify the Portal Base URL used in v6 within the Domain Name (ex: example.com) field. 
  2. Select the desired HTTP/HTTPS configuration, along with the Certificate path and Password if applicable, then click Next.
    Default Port Values and Certificate 
    Note that Local installations default to localhost with HTTP (Port: 80) or HTTPS (Port: 443).

    Certificates may be selected via Physical File Path or Certificate Store

IIS Hosting:

Manual Setup Instructions 
To manually configure Application Pool and Application Initialization settings, reference Installer Hosting Options.
  1. Provide the Portal Base URL used in v6, then click Next.
  2. From the Web Application window, under Application Pool, click Create new. Then, click Next. 
    Preexisting App Pool
    If an Application Pool with the same name already exists, use IIS Manager to change the .NET CLR version No Managed Code.


Installing Decisions Part 3: Email Server, Encryption Keys, File Storage, etc...

To continue the installation/update process/enable the ability to send and receive Emails: 

  1. Select the Outbound E-mail Server option previously used in v6, then click Next.
  2. Define the v8 File Storage location, then click Next.
  3. If database encryption was used, click Restore Key File to upload the copied v6 Keys.dat, then click Next.
  4. Review and correct any System Requirements warnings before clicking Next.

  5. Via the Review Install Options screen, confirm the installation summary details are expected, then click Next.
  6. Installation of v8 is underway.
  7. Click Show Details to see installation progress.
  8. When the v8 upgrade completes, click Finish to close the Installation Finished window.
  9. Attempt to login to the newly upgrade Decisions environment using the admin Username and Password.

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