This document is for upgrading your installation of Ultimate Survey Enterprise .NET Version 2.1 to Ultimate Survey Enterprise .NET Version 3.0 Beta. If you are not upgrading from a previous installation of Ultimate Survey, please see the Install Instructions file (called "InstallInstructions.htm").
Here are the steps to upgrading Ultimate Survey Enterprise:
Option 1: Simple Database Setup (Recommended):
1. Make a full backup of your database. This is extremely important. If you do not back up your database, Prezza Technologies may not be able to help you with any support issues that arise.
2. Unzip the installation files.
3. Stop your IIS web site, if necessary
It is recommended that you stop your web server to stop any users from logging in while you copy the new files to the server. Otherwise certain files may not be able to be overwritten.4. Copy files to the web server
Copy all of the Ultimate Survey source files to your web server. These files should be copied over your previous installation, allowing files to be overwritten.
Note: It is recommended that you use an FTP client to move the files rather than a client such as Front Page. Using Front Page may result in some of the included files to be modified in the process.
5. Place your license file (UltimateSurvey.lic) in the /bin directory under the root folder you just created
Note: To obtain your license file: visit the Prezza support customer area (http://www.prezzatech.com/support/members) to download your license file. You will need a separate license file for each additional server license you may have purchased.6. Set file permissions on your license file
Ensure that the anonymous IIS user and the ASP.NET process user both have rights to edit the file.
Note: You will only need to give these users write permission on this file to complete the license activation process. Once the activation process has been completed (see below) you may remove the write permission from this file.7. Set file permissions on Config directory
There is a new directory named Config. Make sure that the entire directory is writable and that the anonymous IIS user has rights to edit the files in it.8. Start your IIS web site
IIf you stopped your site in step 2, you will need to start it up at this point.9. Upgrade the Database
Point your web browser to http://yourserver/UltimateSurveyfolder/install/upgrade.aspx. This provides a web-based interface for the rest of the setup.10. Connect to Application
Once the database setup is complete, you can use a web browser to connect to: http://yourserver/UltimateSurveyfolder.11. Request activation of your installation of Ultimate Survey
Your installation of Ultimate Survey must be activated to work properly. You will have 30 days to use the application before you must complete the activation, during this time a banner will be displayed at the top all pages reminding you to activate. Generally, activation is a two step process using the activation wizard, which is accessed by navigating to Settings -> Application Settings, and clicking the “Activate” link in the License Information panel. If the server you are installing Ultimate Survey on is connected to the internet, the first time the wizard is run, choose the “Request activation” button. This will send your installation information to Prezza, where your request will be processed. No personally identifiable information is transmitted. When you have completed your request, the activation wizard will close, and you may continue using the application normally.12. Complete activation of your installation of Ultimate Survey
When you receive your reply from Prezza with your activation code (either via email if you used the automated activation request in step 11, or directly over the phone if you called). Return to the activation wizard by navigating to Settings -> Application Settings, and clicking the “Activate” link in the License Information panel. When the wizard starts, enter your activation code in the provided text box and click Continue. If activation is successful, you will see a message to that affect, and you will be logged out of Ultimate Survey, as the application must restart.UPGRADE COMPLETE
Option 2: Manual Database Setup:
1. Make a full backup of your database. This is extremely important.
2. Unzip the installation files
3. Stop your IIS web site, if necessary
It is recommended that you stop your web server to stop any users from logging in while you copy the new files to the server. Otherwise certain files may not be able to be overwritten.4. Copy files to the web server
Copy all of the Ultimate Survey source files to your web server. These files should be copied over your previous installation, allowing files to be overwritten.Note: It is recommended that you use an FTP client to move the files rather than a client such as Front Page. Using Front Page may result in some of the included files to be modified in the process.
5. Place your license file (UltimateSurvey.lic) in the /bin directory under the root folder you just created
Note: To obtain your license file: visit the Prezza support customer area (http://www.prezzatech.com/support/members) to download your license file. You will need a separate license file for each additional server license you may have purchased.6. Set file permissions on your license file
Ensure that the anonymous IIS user and the ASP.NET process user both have rights to edit the file.
Note: You will only need to give these users write permission on this file to complete the license activation process. Once the activation process has been completed (see below) you may remove the write permission7. Set file permissions on Config directory
There is a new directory named Config. Make sure that the entire directory is writable and that the anonymous IIS user has rights to edit the files in it.8. Start your IIS web site
If you stopped your site in step 2, you will need to start it up at this point.9. Upgrade the Database
You will need to manually run the .SQL files to create the database. You will need Microsoft's SQL Server Query Analyzer tool (or other compatible tool) to run these scripts against your SQL Server Database.Note: It is imperative that you run the scripts with the same SQL user account that will be used to run the application.
a) Update the database schema
You will find the SQL update scripts inside the UltimateSurvey/install/updatescripts folder.If upgrading from a previous version of Ultimate Survey .NET Enterprise:
Start with the script that references your current version and continue to run the subsequent SQL scripts until you have updated to the highest version. For example, if you are currently running version 2.0 and the current release is version 3.0, you should first run the script "Upgrade-2.0-to-2.1.sql", then run "Upgrade-2.1-3.0". Always continue until all newer scripts are run.
If upgrading from a version of Ultimate Survey Professional Edition:
1. If you do not have version 7.1 of the Professional Edition, update the database to version 7.1. You can upgrade from version 7.0.x to 7.1 by running the script "Adv-Upgrade-7.0.x-7.1.sql". Next run the script "Adv-Convert-7.1-to-3.0.sql".
b) Update the stored procedures
Run the SQL script "UltimateSurveyNetStoredProcs.sql" found in UltimateSurvey/install folder.Important Note: When running the scripts manually, several warning messages may appear. As long as the message does not say "ERROR" the process is running correctly.
10. Connect to Application
Once the database setup is complete, you can use a web browser to connect to: http://yourserver/UltimateSurveyfolder.11. Request activation of your installation of Ultimate Survey
Your installation of Ultimate Survey must be activated to work properly. You will have 30 days to use the application before you must complete the activation, during this time a banner will be displayed at the top all pages reminding you to activate. Generally, activation is a two step process using the activation wizard, which is accessed by navigating to Settings -> Application Settings, and clicking the “Activate” link in the License Information panel. If the server you are installing Ultimate Survey on is connected to the internet, the first time the wizard is run, choose the “Request activation” button. This will send your installation information to Prezza, where your request will be processed. No personally identifiable information is transmitted. When you have completed your request, the activation wizard will close, and you may continue using the application normally.12. Complete activation of your installation of Ultimate Survey
When you receive your reply from Prezza with your activation code (either via email if you used the automated activation request in step 11, or directly over the phone if you called). Return to the activation wizard by navigating to Settings -> Application Settings, and clicking the “Activate” link in the License Information panel. When the wizard starts, enter your activation code in the provided text box and click Continue. If activation is successful, you will see a message to that affect, and you will be logged out of Ultimate Survey, as the application must restart.