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Migration Procedure from Pleasanter 1.3 Installed on Windows/Windows Server to Pleasanter 1.4

Overview

This is the procedure for migrating a Windows Server installed Pleasanter to Pleasanter 1.4.

Target Before migration After migration
OS Windows/Windows Server Windows/Windows Server
DB SQL Server SQL Server
Web Server IIS IIS
Platform .NET 6.0 .NET 8.0
Pleasanter Pleasanter 1.3 Pleasanter 1.4

Cautions

  1. Before carrying out this procedure, please make a backup of the system and database.
  2. If you have edited the configuration file of the source environment (under the C:\web\pleasanter\Implem.Pleasanter\App_Data\Parameters folder), do not overwrite it to the destination environment. If you overwrite it as is, it is possible that the newly added parameters are lost, so please use a diff tool such as WinMerge to merge only the changes into the new parameter file. WinMerge is used in this procedure.

Advance Confirmation

Confirm the version of Pleasanter installed on Windows/Windows Server.

  1. Log in to Pleasanter.
  2. Click "Help" in the upper right corner and select "Version".
  3. Confirm that the version is "1.3.x.x".

Preparations

Tools to Use

  1. WinMerge must be installed. It can be downloaded from the following page.
     https://winmergejp.bitbucket.io/

Backup Database

  1. Open the "Tools (T)" menu of "Server Manager" and launch "Internet Information Services (IIS) Manager".

  2. Select the server name in the left pane, click "Stop" in the right pane, and stop IIS.
    IIS Manager where Stop in the right pane shuts down IIS

  3. Back up the Pleasanter database.
    FAQ: I want to backup Pleasanter's DB data regularly (SQL Server)

Backup Modules

  1. Rename the existing C:\web\pleasanter to C:\web\pleasanter_bk and back it up.

Install .NET8.0

Warning

Please install both the "SDK 8.0.x" of .NET8.0 and "Hosting Bundle".

Procedure

The installation procedure for .NET is as follows:
1. Install the SDK
1. Install the Hosting Bundle

Install the SDK

  1. Launch your browser and access the following URL.
     https://dotnet.microsoft.com/download/dotnet/8.0

  2. Download and install "SDK 8.0.x".
    The .NET 8 download page where SDK 8.0.x is chosen

  3. Launch the Command Prompt or PowerShell and execute the following command to confirm that "8.0.x" is displayed.

     dotnet --version
    

Install the Hosting Bundle

  1. Download and install the "Hosting Bundle".
    The download page for the .NET 8 Hosting Bundle

Download Pleasanter 1.4

  1. Access the following URL:
     https://pleasanter.org/dlcenter

  2. Download Pleasanter from the "Pleasanter 1.4 Community Edition" link.

Deploy Modules

  1. Extract the downloaded Pleasanter module to the "C:\web" folder.

  2. Start WinMerge and compare the following two folders.
     ①C:\web\pleasanter\Implem.Pleasanter\App_Data\Parameters
     ②C:\web\pleasanter_bk\Implem.Pleasanter\App_Data\Parameters

WinMerge comparing the old and new Parameters folders

  1. Compare and modify each parameter file in folder ① above with the corresponding files in folder ② above.
    *If you are not using extended features, there is no need to change the JSON files inside folders such as "Extended○○".

WinMerge comparing the contents of a parameter file so it can be edited

When modifying parameters, the following parameters must be modified to match the source environment. Set Dbms to "SQLServer" and TimeZone to "UTC".

Rds.json

"Dbms": "SQLServer"
"TimeZoneInfo": "UTC"

Service.json

"TimeZoneDefault": "UTC"

Execute CodeDefiner

  1. Start a command prompt and run the following command.
    cd C:\web\pleasanter\Implem.CodeDefiner
    dotnet Implem.CodeDefiner.dll _rds
    

Start Pleasanter

  1. Start IIS Manager and IIS.
    IIS Manager where IIS is started again

  2. Start your browser and make sure you can log in to Pleasanter.