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.
  

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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?