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Telligent Community 10.x
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Telligent Community 10.x
User Documentation How do I upgrade Telligent Community?
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  • +Telligent Community 10.x User Documentation
  • Changing system terminology
  • Community and GDPR
  • How are wiki page editing conflicts handled?
  • How can I adjust what makes a thread popular within forums?
  • How can I administer available emoticons and emoji?
  • How can I allow members to customize their homepage/dashboard?
  • How can I allow users to delete their own accounts?
  • How can I change the requirements for requesting friendships?
  • How can I configure how members can join the site and their initial experience?
  • How can I control the RSS feeds that are provided for a blog?
  • How can I control the types and sizes of files that members can upload?
  • How can I control types, number, and total storage allowance for files in a media gallery?
  • How can I control whether forum thread and reply authors can edit or delete their own posts?
  • How can I control which actions members can perform on a blog?
  • How can I control which actions members can perform within a forum?
  • How can I control which actions members can perform within a media gallery?
  • How can I control which types of files can be embedded within forum threads and replies?
  • How can I customize messaging to new members?
  • How can I customize the content in aggregate blog RSS feeds?
  • How can I customize the content or delivery time of email digest?
  • How can I customize the fields available on members’ profiles?
  • How can I diagnose a problem or get help?
  • How can I enable a guest blogger on a blog?
  • How can I enable authentication via Windows / Active Directory (AD)?
  • How can I enable multiple members to manage a single blog?
  • How can I enable single sign-on (SSO) with another Microsoft .net-based website?
  • How can I enable single sign-on (SSO)?
  • How can I enable support for emailing to start or reply to a forum thread?
  • How can I enable visitors to authenticate through Facebook?
  • How can I enable visitors to authenticate through Google?
  • How can I enable visitors to authenticate through LinkedIn?
  • How can I enable visitors to authenticate through Live Connect?
  • How can I enable visitors to authenticate through Salesforce?
  • How can I enable visitors to authenticate through Twitter?
  • How can I enable visitors to contact the owners of a group?
  • How can I hide a member's forum posts from the community?
  • How can I identify abuse or SPAM within the community?
  • How can I impersonate a user to act on their behalf?
  • How can I include forum behavior in an external website?
  • How can I integrate my community with other websites and services?
  • How can I join a group?
  • How can I limit who or when someone can comment or trackback on a blog post?
  • How can I make a thread stick to the top of the thread list within a forum?
  • How can I manage blog posts with Open Live Writer (formerly Windows Live Writer)?
  • How can I mirror content from another blog or RSS feed?
  • How can I moderate tags within an application?
  • How can I move content from one area of my community to another?
  • How can I prevent SPAM accounts from being created using the ReCaptcha service?
  • How can I prevent spam content from being shown on my community?
  • How can I provide new members with a default set of friends?
  • How can I rebrand my community in an upgrade-safe way?
  • How can I render previews of documents (Word, Excel, PowerPoint, PDFs) in my community?
  • How can I require acceptance of terms of service before member registration?
  • How can I set the default theme and theme selection options for all blogs?
  • How can I set the default theme and theme selection options for all groups?
  • How can I show or require additional profile fields to be completed when members join my community?
  • How can I specify which types of member avatars are allowed and the default member avatar?
  • How can I split a forum thread into multiple threads?
  • How can I start or stop the job service?
  • How can I stop receiving updates from a forum thread?
  • How can I synchronize Active Directory (AD) groups with Telligent Community roles?
  • How can I uninstall the job service?
  • How can I use snippets within blogs to save time or reuse content when writing posts?
  • How can I use the REST API to automate data migrations or data modifications?
  • How can I write blog posts using email?
  • How do I add a community member?
  • How do I add an Achievement?
  • How do I add an idea to an ideation?
  • How do I add or upload a file to a media gallery?
  • How do I administer members?
  • How do I allow users to export their data?
  • How do I ask a question or start a discussion in a forum?
  • How do I automatically create a blog for each new member of the community?
  • How do I ban or disapprove a member?
  • How do I cancel an event in a calendar?
  • How do I capture a forum thread to a wiki?
  • How do I change my avatar?
  • How do I change the types of threads or thread answer and auto-locking configuration for a forum?
  • How do I chat with another member?
  • How do I compare wiki page revisions?
  • How do I configure email integration?
  • How do I configure Telligent Community to meet the privacy requirement of my locale?
  • How do I connect my community to my Verint Knowledge Management site?
  • How do I control the type and functionality of content that can be posted on my community?
  • How do I control types and sizes of files that members can upload?
  • How do I control whether members can post status messages within a group?
  • How do I control which Active Directory (AD) fields are synchronized and editable on member profiles?
  • How do I create a custom page within a theme?
  • How do I create a group?
  • How do I create a Knowledge Collection?
  • How do I create a wiki page?
  • How do I create an application?
  • How do I create an event in a calendar?
  • How do I create rules to automate my community?
  • How do I customize direct communication options such as email, notifications, and private messages?
  • How do I customize email sent from the community?
  • How do I customize the look and feel of my community?
  • How do I delete a blog post?
  • How do I delete a group?
  • How do I delete a Wiki Page?
  • How do I delete an application?
  • How do I delete an event from a calendar?
  • How Do I Deploy my Site to Microsoft Azure?
  • How do I edit a blog post?
  • How do I edit a file or URL in a media gallery?
  • How do I edit a forum thread or reply?
  • How do I edit a wiki page?
  • How do I edit an Achievement?
  • How do I embed custom forms in my community?
  • How do I enable moderation within a forum?
  • How do I enable moderation within a media gallery?
  • How do I enable visitors to contact me through my blog?
  • How do I export my data?
  • How do I get to the administration panel?
  • How do I get to the contextual management panel?
  • How do I implement single sign-on (SSO) with an existing authentication system using cookies?
  • How do I insert a poll into content?
  • How do I install chat support?
  • How do I install Telligent Community?
  • How do I lock a wiki page?
  • How do I manage advertisements in my community?
  • How do I manage comments?
  • How do I manage licenses?
  • How do I manage membership within a group?
  • How do I manage registrations for a calendar event?
  • How do I manage roles and permissions to control what members can do on the community?
  • How Do I Migrate My Existing File Storage to Azure?
  • How do I moderate a forum to move, split, merge, lock threads?
  • How do I moderate content a member creates?
  • How do I monitor the health of my community?
  • How do I preview UI changes in the community?
  • How do I register for an event?
  • How do I rename, change the avatar, or move a group?
  • How do I revert to a previous version of a wiki page?
  • How do I see download counts of files in a media gallery?
  • How do I send an ad-hoc mass email to community members?
  • How do I set the default timezone and date/time formats for my community?
  • How do I setup an about page for a blog?
  • How do I store some files in different locations than others?
  • How do I translate my community?
  • How do I update the status of an idea?
  • How do I upgrade Telligent Community?
  • How do I upgrade the user experience of my community?
  • How do I use the content editor?
  • How do I use wiki link syntax?
  • +How do I view reports?
  • How do I vote on ideas?
  • How do I write a blog post?
  • How does moderation and abuse work?
  • How does Telligent Community support mobile devices?
  • How does Telligent ensure the quality of Telligent Community?
  • How should I define groups and applications in my community?
  • How should I store user contributed media?
  • How should I support multiple languages on my community?
  • Release Notes
  • What are jobs?
  • +What are the system requirements?
  • What best practices should be followed when customizing the user interface?
  • What is a blog?
  • What is a calendar?
  • What is a forum thread?
  • What is a forum?
  • What is a gallery?
  • What is a group?
  • What is a hashtag?
  • What is a Knowledge Document?
  • What is a mention?
  • What is a theme?
  • What is a wiki?
  • What is an Achievement?
  • What is an activity stream?
  • What is an application?
  • What is chat?
  • What is document preview?
  • What is featured content?
  • What is friending and following?
  • What is ideation?
  • What is liking?
  • What is private messaging?
  • What is RSS?
  • What is the question and answer workflow in forums?
  • What type of video files can I embed in my community?
  • What types of videos can I embed in or attach to content?

How do I upgrade Telligent Community?

This article documents the process of upgrading existing Telligent communities to version 10.x. If you're upgrading from a version older than Telligent Community 6.x, then please contact Telligent Support for assistance with the upgrade.  Before starting your upgrade:

  • Review upgrade notes
    Check upgrade notes to see if you are impacted by any changes that should be reviewed before or after an upgrade.
  • Check system requirements
    Confirm you have all the required system requirements.
  • Take backups
    You should ensure you have backups before starting an upgrade so you can roll back if anything goes wrong in the upgrade process
  • Acquire updated licence
    If running on a commercial edition of Telligent Community, ensure you have a licence with support for the new version. This can be obtained from Telligent Support.
  • Acquire installation package
    Contact Telligent Support to obtain this.  After downloading, make sure to unblock the package by right clicking on it and choosing properties. At the bottom of the window may be an option to unblock the file - Click the button or check the box (depending on your version of windows) then click OK. If you don't see an option to unblock the file, then you're good to go.

[toc]

1. Stop Services

Before proceeding with an upgrade, you must ensure that the Website and Job Server services are not connecting to the database.  The easiest way to do this is to stop the Job Server windows service, and to stop the website in IIS.

As an alternative to stopping the website, you may wish to put an app_offline.htm file in the root of your old website.  When IIS sees this file, it will return that file as a maintenance page to all users requesting your community.

2. Upgrade Search

When upgrading from 9.x or below, search has changed significantly.  We still use solr for search, however it no longer runs through Tomcat.  To install the new version of search, refer to the Install Search section of How do I install Telligent Community?

Once the new search service has been installed you can uninstall Apache Tomcat.

3. Move Filestorage

Some customers may have the filestorage folder within their website directory.  If you are running in such a configuration, you should move your move filestorage directory to a location outside of the website  - this improves security, simplifies future upgrades and simplifies configuring the job server.  You should move it to a path that is high up in the directory structure to minimise risk of encountering problems with Window's max path length of 260 characters (e.g. d:\Telligent\Filestorage ).

After moving the filestorage folder, ensure that permissions are set correctly - grant your service accounts need read, write, modify and delete permissions - and that the new location is included in backups you perform.

4. Upgrade Database

If upgrading from 9.x or below, make sure you meet the minimum system requirements.  You must be running SQL Server 2012 or higher and your database must be running compatibility level 110 (SQL Server 2012) or higher.  We recommend picking the compatibility level that matches your SQL Server version.  (i.e. Compatibility level 120 (SQL 2014) when running on SQL Server 2014)

  1. Execute the script called Upgrade.sql against your database
    This script can be found in the SqlScripts directory of the installation package.  If you encounter any errors running this script, make sure to look at the earliest errors first - later errors are often side effects of earlier errors.  This should be run using an account with the default schema set to dbo.

5. Upgrade Website

If upgrading from Telligent Community 9.x or below, make sure .Net 4.6.2 is installed on the web server.

  1. Create new website directory
    Create a new directory to contain the upgraded website (e.g. d:\Telligent\Web-10.0\ ).  Copy the contents of the Web folder in the installation package to this directory.
  2. Configure connection strings:
    Open the connectionstrings.config file, and update the connection strings to match your environment.
    • SiteSqlServer- use the same value as in the connectionstrings.config for your old website.
    • FileStorage: The path to the folder or UNC share used for filestorage.
    • SearchContentUrl: The url to the solr core containing the main content index.  Typically this will be http://YOUR-SEARCH-SERVER:8983/solr/telligent-content/
    • SearchContentUrl: The url to the solr core containing the conversation index.  Typically this will be http://YOUR-SEARCH-SERVER:8983/solr/telligent-conversations/
  3. Re-install any customisation:
    If you made any customisation (e.g. custom plugins), you'll need to re-install these to the website instance
  4. Update communityserver_override.config
    If you have a communityserver_override.config containing entries to change the filestorage path or solr url (such as the following), remove those entries - this configuration has been moved to connectionStrings.config in version 10.0.  If there are no other entries in the file, you can delete the file completely.
    <Override xpath="/CommunityServer/CentralizedFileStorage/fileStoreGroup[@name='default']" mode="change" name="basePath" value="d:\Telligent\Filestorage" />
    <Override xpath="/CommunityServer/Search/Solr" mode="change" name="host" value="http://localhost:8080/solr/content/" />
  5. Grant permissions on new website directory
    The account your IIS Application Pool runs needs to be granted "Read and execute" permissions on this directory.  DO NOT grant it higher permissions such as "Modify", "Write", "Delete" or "Full Control".
  6. Update IIS to point to new website
    In IIS Manager find the website running your community.  Right click on it and go to Manage > Advanced Settings.  Change the Physical Path to the directory created in step 1.

6. Upgrade Job Service

If upgrading from Telligent Community 9.x or below, make sure .Net 4.6.2 is installed on the job server.  If upgrading from Telligent Community 7.x or lower, you'll need to uninstall the old Telligent Job Scheduler service and install the Job Server from scratch as described in How do I install Telligent Community? instead of the following instructions.

  1. Remove contents of existing job server
    Remove all the contents of the existing job server installation directory.
  2. Install new job server files
    Once the folder is empty, copy the contents of the JobServer folder from the installation package.  DO NOT simply copy the new files over the old ones - this may leave behind orphaned files from old installations which can cause hard to troubleshoot errors.
  3. Copy connectionStrings.config from website
    Copy the connectionStrings.config from your website to configure the data
  4. Run Healthcheck
    Run the Healthcheck.ps1 script to ensure your job server is configured correctly.  If any errors are encountered, fix them.
  5. Re-install any customisation to the job server
    If you made any customisation (e.g. custom plugins), you'll need to re-install these to the new job server instance
  6. Start Service

7. Upgrade Reporting

10.2 introduced version 1.0 of Reporting. If you are upgrading from 10.1 or earlier follow How do I install Telligent Community? instead of the following instructions.

  1. Execute the script called Upgrade.sql against your database
    This script can be found in the ReportingETL\SqlScripts directory of the installation package.  If you encounter any errors running this script, make sure to look at the earliest errors first - later errors are often side effects of earlier errors.
  2. Backup your connectionStrings.config file from you existing Reporting ETL directory.
  3. Remove contents from your existing Reporting ETL directory.
    Once the folder is empty, copy the contents of the ReportingETL\ETL folder from the installation package   DO NOT simply copy the new files over the old ones - this may leave behind orphaned files form old installations which can cause hard to troubleshoot errors.
  4. Copy your connectionStrings.config file over that you backed up earlier.

8. Upgrade Video Transcoder

  1. 10.1 introduced version 2.0 of Video Transcoder. If you are upgrading from 10.0 or earlier follow these instructions to get the latest version. 

9. Upgrade Socket Bus

If you only have one web server, you don't need the socket bus component.  If upgrading from Telligent Community 9.x or 8.5.x, make sure .Net 4.6.2 is installed on the socket bus server prior to upgrading.  If upgrading from Telligent Community 8.0.x or lower you won't have an existing Socket Bus installation to upgrade - Install the Socket Bus as described in How do I install Telligent Community? instead of the following instructions below.

  1. Stop the Service
  2. Remove contents of existing socket bus:
    Remove all the contents of the existing socket message bus directory.
  3. Install new socket bus files:
    Once the folder is empty, copy the contents of the SocketMessageBus folder from the installation package   DO NOT simply copy the new files over the old ones - this may leave behind orphaned files from old installations which can cause hard to troubleshoot errors.
  4. Start Service

10. Review User Experience Changes

If there were any user experience updates as part of the upgrade, a system notification will be sent to the administrators of the community to provide next step options. For more details about upgrading the user experience based on these options, see How do I upgrade the user experience of my community?

Note that it is highly recommended to go through the User Experience update process. This process is necessary for reviewing theme and widget updates that are included with the Upgrade.
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