Upgrading to Passwordstate 9 from Version 8

[support]

System Requirements:

This guide is actually applicable if upgrading from version 7 of Passwordstate too, and we recommend checking you meet the system requirements which can be found here before you upgrade:  https://www.clickstudios.com.au/passwordstate-system-requirements.aspx

 

 

Expected Time Frame to Complete Upgrade:

The time of the upgrade will vary, depending on how much data you have in the system.  With an environment with 5000 passwords in 1000 Password lists, the database upgrade will take approximately 3 minutes.  With an environment with 250,000 passwords in 20,000 Password Lists, it can take up to 20 minutes. Whilst the database upgrade is in progress, please do not refresh your page or close it down.  This will break the upgrade and you'll have to restore the system.

 

If you are using the High Availability version of Passwordstate, please factor in extra time to upgrade the second server, and potentially administer SQL replication, depending on what type of replication you are using.

 

 

Pre-Upgrade Database Check:

Also, in one of the later version 9 builds, we support Unicode characters, and this can grow your database in size by 300 – 400 %.  Please see this Forum Post which helps with database management before you attempt to upgrade: https://forums.clickstudios.com.au/topic/15057-build-9493-database-management/

 

This database management recommendation by us is only applicable to this upgrade attempt, and any future upgrades do not require this process to be followed.

 

 

Pre-Upgrade Backup:

Before attempting any upgrade of Passwordstate, it highly recommended to take a backup of your system.  Theer are multiple ways to achieve this but in order to restore your environment, you will need at least a copy of your Passwordstate install folder and your Database.  Passwordstate has built in Backups that you may already be using, a Virtual Machine snapshot may be suitable, or you can take a manual backup by following this guide: https://forums.clickstudios.com.au/topic/13911-manual-backup-using-sql-management-studio-tools/

 

 

 

Upgrade Process:

Please see this upgrade guide which shows the complete process to upgrade from version 8 to version 9: https://www.clickstudios.com.au/downloads/version9/Upgrade_Instructions.pdf

 

Upgrading from Passwordstate 8 to 9, being a major version update, is a two part process:

 

Part 1:

• Download version 8995 source files on your web server and install them
• Log into Passwordstate to complete the database portion of the 8995 upgrade
• At this point you will have a fully functional instance of Passwordstate running build 8995

 

Part 2:

• Download the latest version 9 source files on your web server and install them
• Log into Passwordstate again to complete this version 9 database upgrade
• Process complete

 

All source files are linked in the above document, and any future upgrades will only require you to download the latest Version 9 source files and run those. 

 

Post Upgrade Tasks:

After upgrading to Version 9, we have a new Backup process that is slightly different to the backup feature in Version 8.  If you are currently using the backup feature, you’ll need to revisit the settings and configure accordingly. Version 9 can be backed up to a local folder with a local Windows account, or to a network share with a domain account.  We have two separate guides for this and following one of these should help you get set up:

 

Domain Account With Network Share:

https://www.clickstudios.com.au/downloads/version9/Passwordstate_Automatic_Backups.pdf

 

Local Account with Local Folder:

https://www.clickstudios.com.au/downloads/version9/Passwordstate_Automatic_Backups_Local_Account.pdf

 

 

 

Additional Module Upgrades:

If you are using any additional modules such as the Password Reset Portal, or Self Destruct website, you will need to upgrade these too.  All Upgrade instructions for these can be found in the Upgrade Guide: https://www.clickstudios.com.au/downloads/version9/Upgrade_Instructions.pdf

 

How do you tell if you are using any additional Modules?  Please see this blog post: https://blog.clickstudios.com.au/what-passwordstate-options-are-installed-and-where/ and this Blog post:  https://blog.clickstudios.com.au/wheres-my-password-reset-portal/

 

Please note, if you were using the Mobile Website in Passwordstate 8, we have replaced this with iOS and Android Apps for your phone.  You will need to install the new "App Server" module to take advantage of these new mobile Apps:  https://www.clickstudios.com.au/downloads/version9/Passwordstate_App_Server_Install_And_Administration_Guide.pdf

 

 

Restoring in the Event of a Failed Upgrade:

Please see the Disaster Recovery section starting on page 199 of this manual to help restore your environment: https://www.clickstudios.com.au/downloads/version9/Passwordstate_Security_Administrators_Manual.pdf

 

 

Additional Support:

You are welcome to log a support call with Click Studios at any stage for more advice: https://www.clickstudios.com.au/support.aspx

 

 

Regards,

Click Studios Support