Upgrading Workflow

You can upgrade your Workflow software without uninstalling the previous version.

About this task

Note:
  • If you are upgrading your database to SQL Server 2019, you must first upgrade Workflow to v2.6 or greater, and then upgrade SQL Server.
  • Administrative user names and passwords used during your initial installation are not retained during the upgrade process. You can set these credentials again during this process.
  • Starting with Workflow 2.5, legacy certificates are no longer supported.

Procedure

  1. Run the installation software. If the splash screen does not appear, run InstallFrontEnd.exe on the root directory of the installation folder.
  2. Review the license agreement, and then click I Agree.
    The Security page appears.
  3. Specify the administrator's authentication credentials.
    1. In the Name field, accept the default name or enter a new name.
    2. In the Password field, enter a password.
      Note:
      • If password complexity is enabled and configured, the Administrator password must follow the same rules as defined for user passwords.
      • If you are using the Workflow Task List in Web HMI, select the Web HMI Access check box, enter the Web HMI Host name or IP address, and then click Next to view the Application Upgrade page.
      Important: When you use the Configure Security tool to make changes to password security, you must re-enter and confirm the Administrator user's password before you can save your changes.
      The Application Upgrade page appears.
  4. Optional: If you do not want to back up your SQL Server database, or if you have performed your own backup, select the Do not back up the database automatically check box.
    Tip: At any time during the configuration process, you can click Back to return to a previous page to change your settings.
  5. Click Install.
    The Installation page appears, displaying the status of each installation step.
  6. When the installation is complete, click Exit.

What to do next

Note:

If the installation fails at any point during the Database setup and configuration, you will have to uninstall Workflow via the Windows Control panel, restore your database from backup, resolve the database issue and perform the upgrade again.

If the installation fails at any point after the Database setup, or you want to change a configuration setting after the installation completes, you can open the appropriate standalone component to configure the required information. For more information, see: Post-installation Configuration.