If you have modified .cus files to customize the user interface of Knowledge Pathways, the customizations will still work in Knowledge Center. However, you should verify your customizations in the new version. There may also be additional modifications, and therefore .cus files, to be modified for Knowledge Center.
At the beginning of the upgrade process, you can also choose to convert Usage Tracking. The installer converts the existing tracking data from Usage Tracking into Knowledge Center data by connecting to the Usage Tracking data source and pulling the data into the Knowledge Center data source. To make this connection, you can provide a web.config file from Usage Tracking, or you can supply the connection string that the current version of Usage Tracking uses to connect to its data.
When you upgrade Usage Tracking:
- All tracking data is converted and becomes a part of the new database.
- Any custom reports are converted and are available in the Reports Management application in Knowledge Center. See the Reports Management manual for more information.
- Users with administrator permissions in Usage Tracking are converted to Managers in Knowledge Center.
- Users with reporting permissions in Usage Tracking are converted to Reporters in Knowledge Center.
- All other users are preserved, with one exception. If you used NT authentication for Usage Tracking, and there are users, including reporters, who have never taken any content, the users will need to be recreated in Knowledge Center.
- All content must be republished in the new version of the Developer. You can publish content directly to the Knowledge Center server. See Publish Content in the Content Development manual for more information. For more information about installing Knowledge Center, see Install Knowledge Center in the Installation and Administration manual.
To upgrade using an Oracle database, launch the Setup.exe file located in the root folder in the software installation files. If a Security Warning appears, click Run. You are then prompted to choose the language for the Installer, and the Install Wizard appears. During installation, you will proceed through these screens in the Install Wizard.
- License Key: Depending on the product you are installing, this screen may appear. If it does, click Browse to navigate to the location of the license key file (usually license.xml).
- Welcome: From this screen, you can access the Installation and Upgrade manuals in Adobe Acrobat format.
- Setup Type: From the Configuration list, select Knowledge Center.
- Setup Requirements: Specific services are required for installation. If the services are not running, this screen appears notifying you of which services are needed. You can choose to start or enable the services and continue. Depending on the service, the installation may be aborted if it is not started.
Professional Edition only: The Indexing service is optional for the Professional Edition of Knowledge Center; however, if it is not installed and started, the Search functionality will not function properly. During the installation of Professional Edition, the installer will detect the state of the Indexing service. If the service is installed but stopped, the installer presents you with the option to start it. If the service is not installed or disabled, and you want Search to function properly, you must manually install or enable the service before proceeding with the installation.
- Choose Destination Location: You can accept the default target location, or click Change to specify a different one.
- Usage Tracking Conversion: To upgrade Usage Tracking, select one of the Yes options on this screen. If you select the Yes, get the connection string from the Usage Tracking Web.config file option, click the Browse button and navigate to the location of the Web.config file in the current Usage Tracking installation. If you select Yes, enter the connection string manually and choose System.Data.OracleClient. Enter the connection string in this form: Data Source=<Oracle_sid>; User ID=<username>; Password=<password>. Supply the Oracle_sid, username, and password for the server on which the Usage Tracking database is installed.
- Choose Web Site: The Available websites list contains the list of all web sites available to the user, allowing you to choose the most appropriate one. Preference is given to secure web sites. In the Application (virtual directory) name box, you can enter the name you want to use for the virtual directory, or accept the default. You also select the mode to use to authenticate the users, either Windows or Standard. Later, when you supply the credentials for the initial Profile, you must choose the same authentication mode.
Note: The authentication mode selected here must match the authentication mode that was used for Usage Tracking.
Note: The web server and the database server must be in the same local network.
- Web Site Options: This screen appears if there is no secure web site available or if you did not select a secure web site on the Choose Web Site screen. It allows you to ignore the recommendation and continue with the installation, or create a secure web site manually and retry the installation.
- Database System: Choose Oracle Database.
- Oracle .NET Data Provider: A specific version of the Oracle .NET Data Provider must be installed for the Developer to work correctly. This screen appears if the correct version is not present. In the Path field, enter the physical location to which you want to install the software. In the Name field, enter the name of the Oracle Home.
- SQL Script Options: If you have already run the scripts to create the Knowledge Center database, click the Yes, the scripts have already been run for this version option. If you want the installer to create the database, click the No, the scripts have not been run, let the installer run them option.
- Internet Information Services Option: During installation, the Internet Information Services will need to be stopped and restarted. You can choose to continue with the installation or cancel it and install at a later time.
- Oracle Database Login: If the scripts have not been run, enter a valid system account name, password, and host string to connect to the Oracle Database server. This account must have permissions to create the schema and the tablespace. If the scripts have already been run to create the database, enter a user name, password and host string that has access to the user schema created to run the application. If the scripts have already been run, the Profile Credentials screen appears next.
Note: Host String represents the name you assign for TNS connectivity in the tnsnames.ora file. This typically identifies the machine, port number and SID of the Oracle database. If you need to connect to a remote Oracle database you will need to supply the host:port/service_name; for example, "myservername:1521/orcl". In some environments a tnsname.ora might not be present. If you are not sure, it is highly recommended that you supply the host/service_name or host:port/service_name (if remote).
- Choose Schema: If the scripts have not been run, specify the name of the existing tablespace from the previous version, enter a user name and password, and confirm the password; this user will be associated with the tablespace. If the scripts have been run, this screen does not appear.
- Schema Options: If the scripts have not been run, choose Update schema. If the scripts have been run, choose Use existing schema.
- Add Content Root: The content root name is the name of the virtual directory to be created for the content root. Choose No, additional content root is not needed at this time.
- Application Pool User: The ContentTools folder within the content root performs all the processing activities for Knowledge Center content. It needs to copy files and folders, so it needs to be accessed by a user with the necessary privileges to perform these tasks. The virtual directory for the ContentTools needs to be assigned to an application pool that runs under the identity of this user.
If the ContentTools application pool has already been created (usually by the Knowledge Center installation), the application pool identity will already be set. If not, a user account to be used as this application pool identity must be created or selected. If you use an existing account, specify the user name, including the domain, and the existing password for the account. If you create a new local Windows user, enter the user name and a password. Note that you can only create a local Windows user account from this screen; you must create a new domain user manually outside of the installation process.
- Profile Credentials: If you chose to install the server with standard authentication, enter a user name and password for the default administrator user, and confirm the password. If you chose to install with Microsoft Windows authentication, allow the system to use the current Microsoft Windows account or specify another valid Microsoft Windows user account and password. You must also enter a first and last name for the profile. The Middle initial and E-mail address are optional.
- Folder permission: The Knowledge Center needs certain permissions to complete installation. If the installer detects any missing permission(s) it displays this screen, which lists the name of the folder, the user name, and the permission it needs before the installer can continue. If you are installing a content root to the same server as the Knowledge Center, the permission must be applied to the specific folders for the content root as well. The user account needed is used by the content root application pool in IIS.
Click Yes, grant permission to the folders to automatically grant the permissions to the folders. If the permissions cannot be applied, this screen reappears. This option is highly recommended. Click No, ignore permission and attempt to continue installation to ignore the permission check and try to continue the installation. If the permissions are not set properly, the installation may fail. Use this option if you know that the permissions are already applied. Click Retry to recheck the folders without applying any permissions. The permissions must be applied manually.
- Ready to Install: The Installation Wizard is ready to install the software. Click Back to review or modify any settings.
- Setup Status: This screen appears while the files are being installed, the schema and virtual directory are being created, and IIS is being configured.
- Installshield Wizard Complete: During the installation a file might be in use by the operating system on the computer; this will require a reboot to complete the installation. Also, make sure to run Windows update to get the latest patches from Microsoft.
Note: The next step you should do is to convert the content in the content root. See Convert Knowledge Pathways Content in this manual for more information.
To upgrade using a Microsoft SQL database, launch the Setup.exe file located in the root folder in the software installation files. If a Security Warning appears, click Run. You are then prompted to choose the language for the Installer, and the Install Wizard appears. During installation, you will proceed through these screens in the Install Wizard.
- License Key: Depending on the product you are installing, this screen may appear. If it does, click Browse to navigate to the location of the license key file (usually license.xml).
- Welcome: From this screen, you can access the Installation and Upgrade manuals in Adobe Acrobat format.
- Setup Type: From the Configuration list, select Knowledge Center.
- Setup Requirements: Specific services are required for installation. If the services are not running, this screen appears notifying you of which services are needed. You can choose to start or enable the services and continue. Depending on the service, the installation may be aborted if it is not started.
Professional Edition only: The Indexing service is optional for the Professional Edition of Knowledge Center; however, if it is not installed and started, the Search functionality will not function properly. During the installation of Professional Edition, the installer will detect the state of the Indexing service. If the service is installed but stopped, the installer presents you with the option to start it. If the service is not installed or disabled, and you want Search to function properly, you must manually install or enable the service before proceeding with the installation.
- Choose Destination Location: You can accept the default target location, or click Change to specify a different one.
- Usage Tracking Conversion: To upgrade Usage Tracking, select one of the Yes options on this screen. If you select the Yes, get the connection string from the Usage Tracking Web.config file option, click the Browse button and navigate to the location of the Web.config file in the current Usage Tracking installation. If you select Yes, enter the connection string manually and choose System.Data.SqlClient. Enter the connection string in this form: user id=<username>;password=<password>;initial catalog=<name of existing database>;data source=<server name>;IntegratedSecurity=false. Supply the username, password, database name, and server name of the existing Usage Tracking installation.
- Choose Web Site: The Available websites list contains the list of all web sites available to the user, allowing you to choose the most appropriate one. Preference is given to secure web sites. In the Application (virtual directory) name box, you can enter the name you want to use for the virtual directory, or accept the default. You also select the mode to use to authenticate the users, either Windows or Standard. Later, when you supply the credentials for the initial Profile, you must choose the same authentication mode.
Note: If you are upgrading, the authentication mode selected here must match the authentication mode that was used for Usage Tracking.
Note: The web server and the database server must be in the same local network.
- Web Site Options: This screen appears if there is no secure web site available or if you did not select a secure web site on the Choose Web Site screen. It allows you to ignore the recommendation and continue with the installation, or create a secure web site manually and retry the installation.
- Database System: Choose Microsoft SQL Server.
- SQL Script Options: If you have already run the scripts to create the database, click the Yes, the scripts have already been run for this version option. If you want the installer to create the database, click the No, the scripts have not been run, let the installer run them option.
- Internet Information Services Option: During installation, the Internet Information Services will need to be stopped and restarted. You can choose to continue with the installation or cancel it and install at a later time.
- Microsoft SQL Server Login: If the scripts have been run, this is the Select Microsoft SQL Server screen, and you only need to select the Microsoft SQL server on which you ran the scripts. If the scripts have not been run, select the desired Microsoft SQL server and then select Windows Authentication or SQL Server Authentication to connect to the database. If you select Microsoft SQL Server authentication, enter an existing login name and password that has database administrator access to the server.
- Choose Database: If you have already run the scripts, you must use the name of the database you updated. Specify an existing database user ID and password and confirm the password, if necessary, or, if you have not run the scripts, you can also specify a new database user ID and password. The installer will create the login, if necessary, grant the login access to the database, and give it the appropriate permissions. If you ran the scripts to create the database, you must use the login you created.
- Database Options: If the scripts have not been run, choose Update database. If the scripts have been run, choose Use existing database.
- Add Content Root: The content root name is the name of the virtual directory to be created for the content root. Choose No, additional content root is not needed at this time.
- Application Pool User: The ContentTools folder within the content root performs all the processing activities for Knowledge Center content. It needs to copy files and folders, so it needs to be accessed by a user with the necessary privileges to perform these tasks. The virtual directory for the ContentTools needs to be assigned to an application pool that runs under the identity of this user.
If the ContentTools application pool has already been created (usually by the Knowledge Center installation), the application pool identity will already be set. If not, a user account to be used as this application pool identity must be created or selected. If you use an existing account, specify the user name, including the domain, and the existing password for the account. If you create a new local Windows user, enter the user name and a password. Note that you can only create a local Windows user account from this screen; you must create a new domain user manually outside of the installation process.
- Profile Credentials: If you chose to install the server with standard authentication, enter a user name and password for the default administrator user, and confirm the password. If you chose to install with Microsoft Windows authentication, allow the system to use the current Microsoft Windows account or specify another valid Microsoft Windows user account and password.
- Folder permission: The Knowledge Center needs certain permissions to complete installation. If the installer detects any missing permission(s) it displays this screen, which lists the name of the folder, the user name, and the permission it needs before the installer can continue. If you are installing a content root to the same server as the Knowledge Center, the permission must be applied to the specific folders for the content root as well. The user account needed is used by the content root application pool in IIS.
Click Yes, grant permission to the folders to automatically grant the permissions to the folders. If the permissions cannot be applied, this screen reappears. This option is highly recommended. Click No, ignore permission and attempt to continue installation to ignore the permission check and try to continue the installation. If the permissions are not set properly, the installation may fail. Use this option if you know that the permissions are already applied. Click Retry to recheck the folders without applying any permissions. The permissions must be applied manually.
- Ready to Install: The Installation Wizard is ready to install the software. Click Back to review or modify any settings.
- Setup Status: This screen appears while the files are being installed, the database and virtual directory are being created, and IIS is being configured.
- Installshield Wizard Complete: During the installation a file might be in use by the operating system on the computer; this will require a reboot to complete the installation. Also, make sure to run Windows update to get the latest patches from Microsoft.
Note: The next step you should do is to convert the content in the content root. See Convert Knowledge Pathways Content in this manual for more information.