To upgrade Knowledge Center from 11.0 or 11.1, you need to update the database and the web server. To do both of these tasks at once, you can run the setup program and select the existing virtual directory and database that contains your data. You can also manually update the database by running a script on the database server before you run the installer to upgrade the web server.
Note: Previous versions of Knowledge Center used Indexing Service. Windows Search and Indexing Service cannot coexist on the same machine, so if an upgrade is being performed (or if Indexing is installed for another reason), Indexing must be uninstalled prior to this installation of Knowledge Center to be able to use Windows Search.
This version of Knowledge Center supports only one content root. The physical location of this content root should reside locally on the Knowledge Center server. There are additional steps for using a remote location. During an upgrade, one of these scenarios can exist, and the installer does the following:
If there is only one existing local Content Root, the installer uses that location.
If there are one or more Content Roots, all residing remotely, a local location is configured.
If there are multiple Content Roots with only one residing locally, the installer gives you the option to use the existing local location or create a new one.
If there are multiple Content Roots, and there are multiple residing locally, the installer gives you the option to use one of the existing local Content Roots or create a new one.
In all cases, after the upgrade is complete, all existing content is in one single local location.
If you have modified .cus files to customize the user interface of Knowledge Center 11.0 or 11.1, the customizations still work in 12.1. However, you should verify your customizations in the new version. There may also be additional modifications, and therefore .cus files, to be modified.
Note: If you installed the Knowledge Center User Import Utility in the previous version, you cannot update it. You must install the new version.
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 guides in Adobe Acrobat format.
Setup Type: From the Configuration list, select Knowledge Center.
Software Requirements: Third-party applications are required for installation. If the applications are not present, this screen appears notifying you which applications are needed. You can choose not to continue and abort the installation. If you choose to continue, the applications are installed. If one of them is the .NET framework, the .NET Installer may prompt you to close the Installer. Ignore this warning and do not shut down the Installer.
Microsoft .NET Framework Update: Choose to install Microsoft .NET Framework 4.5. Note that a reboot might be required. This screen only appears if the .NET Framework 4.5 needs to be installed.
Setup Requirements: Specific services are required for installation. If the services are not running, this screen appears notifying you 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 Windows Search service is optional for the Professional Edition of Knowledge Center; however, if it is not installed and started, the Search functionality does not function properly. During the installation of Professional Edition, the installer detects the state of the Windows Search 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: Choose No, this is a new installation.
Choose Web Site: Select the web site and virtual directories that were used in the previous version of the software. If you do not use the same virtual directory names from the previous version, those older virtual directories can no longer access Knowledge Center.
Note: The web server and the database server must be in the same local network.
Virtual Directory Options: If you entered the existing virtual directories on the Choose Web Site screen, this screen appears.
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.
URL Settings: The URL of the web site is determined by the installer and used in the configuration settings of Knowledge Center. However, what the installer determines, and what the actual URL should be may not be the same, so the user can modify it as necessary. All DNS and proxy settings should be considered before changing the value. If no changes are needed, or if the user is unsure of the settings, the URL should be left as it is currently set
Database System: Choose Oracle Database.
Oracle ODBC Components: The installer requires a 32-bit ODBC driver to be installed to connect to the Oracle Database. If there is no ODBC driver, the installer installs one. This screen does not appear if an ODBC driver already exists. In the Path field, enter the physical location to which you want to install the Oracle ODBC components.
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.
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 update the schema and the tablespace. If the scripts have already been run to update the database, enter the schema owner user name, password and host string that has already been updated with the scripts. If the scripts have already been run, the Add Content Root 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 the schema owner user name and password, and confirm the password; this user is 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.
Application User: In previous versions of the software, the application user name and password was always based on the schema owner account created. Checking or unchecking the Create Application User Based on These Credentials option in this case does not attempt to create anything new; rather the installer verifies the default account was created previously. If it was not, you are prompted for the application user credentials.
Content Root Information: This screen appears if more than one content root exists. You can specify the content root location, or, if there are multiple local content roots, you can choose one from the list. You can choose to use anonymous tracking, which means that all usage and tracking information is gathered under an anonymous name. Individual users scores and tracking data are not available.
Local Content Root: This screen appears if there are multiple content roots and at least one is local. Choose an existing local content root or create a new one.
Content Root User: The Content Root folder is accessed by Knowledge Center by a Windows user that copies files and folders, so it needs the credentials of a user with the necessary privileges to perform these tasks. The Windows user can be created by the installer or be an existing user.
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.
To upgrade using a Microsoft SQL Server 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 guides in Adobe Acrobat format.
Setup Type: From the Configuration list, select Knowledge Center.
Software Requirements: Third-party applications are required for installation. If the applications are not present, this screen appears notifying you which applications are needed. You can choose not to continue and abort the installation. If you choose to continue, the applications are installed. If one of them is the .NET framework, the .NET Installer may prompt you to close the Installer. Ignore this warning and do not shut down the Installer.
Microsoft .NET Framework Update: Choose to install Microsoft .NET Framework 4.5. Note that a reboot might be required. This screen only appears if the .NET Framework 4.5 needs to be installed.
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 Windows Search service is optional for the Professional Edition of Knowledge Center; however, if it is not installed and started, the Search functionality does not function properly. During the installation of Professional Edition, the installer detects the state of the Windows Search 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: Choose No, this is a new installation.
Choose Web Site: Select the web site and virtual directories that were used in the previous version of the software. If you do not use the same virtual directory names from the previous version, those older virtual directories can no longer access Knowledge Center.
Note: The web server and the database server must be in the same local network.
Virtual Directory Options: If you entered the existing virtual directories on the Choose Web Site screen, this screen appears.
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.
Url Settings: The URL of the web site is determined by the installer and used in the configuration settings of Knowledge Center. However, what the installer determines, and what the actual URL should be may not be the same, so the user can modify it as necessary. All DNS and proxy settings should be considered before changing the value. If no changes are needed, or if the user is unsure of the settings, the URL should be left as it is currently set
Database System: Choose Microsoft SQL Server.
SQL Script Options: If you have already run the scripts to update the database, click the Yes, the scripts have already been run for this version option. If you want the installer to update the database, click the No, the scripts have not been run, let the installer run them option.
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 the 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.
Database Options: If the scripts have not been run, choose Update database. If the scripts have been run, choose Use existing database.
Application User: In previous versions of the software, the application user name and password was always based on the schema owner account created. Checking or unchecking the Create Application User Based on These Credentials option in this case does not attempt to create anything new; rather the installer verifies the default account was created previously. If it was not, you are prompted for the application user credentials.
Content Root Information: This screen appears if more than one content root exists. You can specify the content root location, or, if there are multiple local content roots, you can choose one from the list. You can choose to use anonymous tracking, which means that all usage and tracking information is gathered under an anonymous name. Individual users scores and tracking data are not available.
Local Content Root: This screen appears if there are multiple content roots and at least one is local. Choose an existing local content root or create a new one.
Content Root User: The Content Root folder is accessed by Knowledge Center by a Windows user that copies files and folders, so it needs the credentials of a user with the necessary privileges to perform these tasks. The Windows user can be created by the installer or be an existing user.
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 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.