Upgrading to Vault Professional

[lbauer]

Here are steps to upgrade to the latest version of Vault Professional from Vault 6.x and above:

1) First, make sure your system requirements are compatible with Vault Server and Clients:
http://www.sourcegear.com/vault/documen ... chart.html

2) If changing major versions, get the latest Vault Pro licenses so you'll have them when you start using your new Vault server.

https://csp.sourcegear.com/login.aspx

3) Next, back up your Vault databases. The databases you have depend on the Vault version:

Vault 3.x and earlier -- sgvault

Vault 4.x and Vault 5.x -- sgvault and sgmaster.

Fortress 1.x and 2.x -- sgvault, sgmaster, and sgdragnet

Vault Standard 6.x -- sgvault, sgmaster, sgvaultindex and sgnotify

Vault Professional 6.x and later -- sgvault, sgmaster, sgdragnet, sgvaultindex and sgnotify

4) After you back up your databases, run the Vault Professional Server installer over the existing Vault Server installation. Follow the prompts. The installer will detect the existing databases and ask if you want to keep them. Click "Yes."

Installation details here: http://www.sourcegear.com/vault/documen ... index.html

5) When the Vault Pro server is installed, your licenses will need to be configured in the Vault Admin Web Client->Server Settings->Licenses before users can log in. The Vault Admin can log in without a license.

6) Users will need to update their clients to the same major version matching the Vault Professional Server in order to log in. To update your client, run the Vault client installation over the existing Vault clients.

7) Vault Pro users should refresh their web browser cache so that new work item tracking functionality will be properly displayed.

Details:

During the installation, the Vault Installer will update the VaultService directory on the local hard drive and update the Vault databases in SQL Server.

Upgrading from Vault Standard 5.x or earlier or from Fortress

You may want to upgrade in stages:

http://support.sourcegear.com/viewtopic ... &t=11648&p

If you are on Vault Standard, before installing Vault Pro, uninstall the Vault Server, but leave the databases. Vault Pro 7 will upgrade your databases and add the sgdragnet database for bug tracking.

Starting with Vault Professional 7, the Vault Pro installer will create new sgnotify and sgvaultindex databases and also create the VaultIndexService, VaultNotifyService virtual directories along with Application Pools in IIS and their corresponding folders under the IIS web root.

After installation, Find in Files indexing can be turned on in the Admin Web Client under Repository options.

To enable email notifications, configure your mail server information in Vault Admin Web Client ->Server Settings Email Settings.

Notification options are configured by the user in Vault Pro Client options.

To troubleshoot plugin errors for Find in Files, Notifications and Shadow Folders, see this KB article:
http://support.sourcegear.com/viewtopic.php?t=21347

For specific configuration questions, contact SourceGear Technical Support, support at sourcegear.com.

[lbauer]

Reminder:

Users will need to update their clients to match the Vault Server's major version. For example, if Vault Professional 10.1.0 is installed on the Vault Server, users will need to upgrade to the Vault Professional 9.x client in order to log into server. To update your client, run the Vault client installer on the machine with the existing installed Vault client.