I would like to upgrade to the latest version. Of course without any data loss. How can I do that?

Category: Installation/Update

JDisc frequently updates its software. We distinguish between minor updates with smaller enhancements and bug fixes and major release updates. Our smaller upgrades do not get a new version number, but a new build number. Major upgrades do get a new version number (e.g. 2.9). Our license files are still valid when upgrading to new builds within the same version. However, when you upgrade to a new version (e.g. from version 2.8 to 2.9), then you need a new license file. If you have a support contract, then you’ll get it at no cost by sending your license request file to support@jdisc.com .

1. Installing Upgrades when the current installation has at least 4.0

Version 4.0 comes with an improved setup procedure which is able to backup the database and the license file during the upgrade process. However, we recommend to create an archive prior to start the upgrade process.

  1. Create a temporay backup folder outside the JDisc installation directory.
  2. Archive your database:
    Select the Administration > Database > Archive Database menu item and archive your database. Make sure to enable the option “include passwords within the archive”. Otherwise, you will need to re-enter them after restoring the database. Store the file in your temporary backup folder. Remember the encryption password. You will need it again when restoring the database.
  3. Archive your license file:
    The license file stays valid when upgrading between different build numbers of a single version. Copy the “license.txt” file from your installation directory to your temporary backup folder.
  4. Start the setup.exe from within the download ZIP.
  5. Follow the instructions.

2. Installing Upgrades when the current installation has version 3.4 or earlier.

In order to install minor upgrades (without a version change), you should perform the following steps:

  1. Create a temporay backup folder outside the JDisc installation directory.
  2. Archive your database:
    Select the Administration > Database > Archive Database menu item and archive your database. Make sure to enable the option “include passwords within the archive”. Otherwise, you will need to re-enter them after restoring the database. Store the file in your temporary backup folder. Remember the encryption password. You will need it again when restoring the database.
  3. Archive your license file:
    The license file stays valid when upgrading between different build numbers of a single version. Copy the “license.txt” file from your installation directory to your temporary backup folder.
  4. Stop all JDisc Discovery services from the service control manager.
  5. Uninstall the software and all Add-Ons
    Uninstall the complete software by uninstalling the add-ons first and then uninstalling the core product.
  6. Even if the uninstallation procedure asks for a reboot, the reboot is not required.
  7. Install the new version
    Install the new version and the add-ons as required.
  8. Restore the license file
    Copy the saved license file from step 3 to the installation directory and overwrite the existing license.txt file.
  9. Restart our Discovery Services
    Restore the JDisc Discovery service in order to force a reload of the license file.
  10. Check the license status from the Help > License Info dialog.
  11. Stop the application
    Open the User Interface und stop the application via Administration > Stop Application.
  12. Restore the database
    Use Administration > Database > Restore Database in order to restore the archived database.
  13. Start the application
    Start the application again with Administration > Start application.

3. Upgrading to a new version

An upgrade to a new version requires a new license file. Use the instruction from 1, but skip step 2 and replace step 6 by requesting a new license file and installing it.