How To: Upgrading to Active Roles 7.x from 7.0.x or later using in-place upgrade method (4291325)

• In-place upgrade - Install the latest version of Active Roles on the computer without removing the earlier version.
• New installation with import of database from earlier version - Install the latest version of Active Roles and import the database from the earlier version of Active Roles.

In this article will be detailed the method in-place upgrade.

Prerequisites for in-place upgrade from Active Roles 7.x

• Office 365 Add-On that was previously available for Active Roles is no longer compatible with Active Roles 7.4.x. Before proceeding with the upgrade starting from 7.x.x, the Office 365 Add-On must be uninstalled.
• It is recommended to back up the Active Roles database. For general best practices, please refer to the following Microsoft article:
  https://docs.microsoft.com/en-us/sql/relational-databases/backup-restore/create-a-full-database-backup-sql-server
• It is recommended to back up the current Web Interfaces if any customizations have been implemented. If any Web Interfaces that were created in Active Roles 7.2.x will continue to function in 7.4.x. However, it is recommended to thoroughly test before upgrading, as some customizations may not work as expected in newer versions of Active Roles.
• If there is any replication partners, it must be removed.
• As part of the upgrade process, Active Roles creates new databases with default names (ActiveRoles743 and ActiveRoles743_MH) make sure that the SQL Server has enough space available.

NOTE: Due to the update of the database schema, the 7.0 versions of the Websites are no longer compatible. It should be deleted and recreated again.

The following steps describe the in-place upgrade scenario for Active Roles 7.4

1) Log on with a user account that has administrator rights on the computer.

2) Navigate to the location of the Active Roles distribution package, and start the Setup wizard by double-clicking ActiveRoles.exe.

3) Click Next to continue.

4) Accept the license agreement and click Next.

5) Review the summary and warning. If the Office 365 Add-On is installed in the 7.0.x instance, uninstall it before continuing.

6) Make sure that the prerequisite software are installed. Microsoft Visual C++ and OLE Drive for SQL Server will be automatically installed and click Upgrade.

7) After upgrading the Active Roles package to 7.4, you are prompted to restart the system.

8) After the system restarts, the Configuration Center opens by default, displaying the Upgrade configuration wizard. If the system restarts and the Configuration Center does launch automatically, launch the Configuration Center and click Update Service Instance.

9) On the Upgrade configuration wizard, select the check box to confirm that you have read the instructions in the Quick Start guide regarding "Configuring Active Roles 7.4 for in-place upgrade" and click next .

NOTE 1: Make sure that the Service Account used has permission to create database on SQL Server.

NOTE 2: If the disk space in SQL server is insufficient, then an error is displayed prompting you to increase the disk space.

10) On Service Association use the drop-down menu to select which server will run the service association and click next. For further information please visit our documentation here and check step 5 under the section Configuring Active Roles 7.4 during in-place upgrade.

11) Review the detailed provided and click Upgrade to start upgrading process.

12) The upgrade starts and the Execution tab displays the Progress bar for the upgrade. After the database upgrade is complete, the Active Roles Service is automatically started and ready for use.

13) It might be required that the Management History database is not imported during the in-place upgrade. In this case it should be imported manually through Configuration Center. In order to further assist you, please refer to our KB146810.

In case of any errors during the in-place upgrade, you must resolve the errors and re-open the Configuration Center to continue the in-place upgrade.