How to update an existing installation of FileVista to a newer version

Versions after 7.2

Version 7.2 and above comes with an installer which can update an existing installation of FileVista (if you also installed the older version with the installer).

For a manual update:

  1. Delete all files and subfolders except App_Data (and except any custom files/folders you created) under the the current FileVista installation folder.
  2. Open the downloaded FileVista-vX.X.X.X-WebDeploy.zip and open the FileVista subfolder in the zip. Copy all files and subfolders from this folder in the zip to the current FileVista installation folder.

Changes in 7.2 regarding updates:

  • Improved: The update process, the update wizard will automatically backup important files like FileVista.config and FileVista.vdb5 before starting an update. The backed up files will be zipped as "backup-X.X.X.zip" in "App_Data\Backup"" folder. This will make it easier to roll back your original configuration if something goes wrong while updating the database. In the past, you needed to backup these files manually before starting the update just in case.
  • Changed: Location of FileVista.vdb5 database file from "App_Data\Database" to "App_Data" for easier updates and migrations. This way, it will sit next to FileVista.config and you can copy only these 2 files to move your configuration to another instance easily. "App_Data\Database" folder will be deleted and not used anymore, note that this folder will be backed up with the new "automatic backup before update" feature as described above. If you are using SQL Server as a database then nevermind this change because in that case you will only have FileVista.config and not FileVista.vdb5.

For older versions

You can update an existing installation of FileVista to the latest version without losing your settings (e.g. license key) and data (e.g. users, groups, events and root folder definitions). The update wizard will automatically update your database structure for the target version. As the root folders are just pointers to the actual physical paths (e.g. C:\folder or //server/folder), FileVista will be able to access the root folders after the update as long as the pointed paths are not relocated. Please follow the below update instructions:

  1. Download and save latest version of FileVista-vX.X.X.X-WebDeploy.zip from the download page to the target web server .
     
  2. Go to App_Data subfolder under your current (installed and working) FileVista folder and open the configuration file FileVista.config with a text editor such as Notepad. Determine the type of database in use by looking at the value of the ConnectionString setting. The configured database can be either a SQL Server database or an embedded database (.mdb file for versions before 4.0 or .vdb4 file for versions after 4.0).

    Locating the configuration file FileVista.config Looking at the value of the ConnectionString setting
     
  3. Make a backup copy of the whole FileVista folder so that you can roll back if anything goes wrong. If you have root folders stored under the FileVista folder (not recommended), then you can skip them when making the backup copy because only application specific files and folders will be changed (remember that these root folders should not be deleted in step 3). Delete temporary files in FileVista\App_Data\Temporary if any so that they do not unnecessarily increase the size of your backup. If your current installation is configured to use a SQL Server database (as you found out in step 1), then also make a backup copy of the SQL Server database with the help of SQL Management Studio. This step is required so that in the event of an update failure you can restore the working state of the old version of the application by simply restoring the backed up FileVista folder and the backed up SQL Server database if any.
     
  4. Delete all files and subfolders except App_Data (and except root folders if any) under the FileVista folder. If you have custom files (e.g. custom language files), you can restore them after step 6 from the backup copy you made in step 2. When restoring these custom files, please make sure they are compatible with the new version (e.g. add the new strings to the language files if required). If you have custom settings in web.config, then move these specific settings to the new version of the file after step 6.

    Select and delete all files and subfolders except App_Data
     
  5. Open the downloaded FileVista-vX.X.X.X-WebDeploy.zip and browse the FileVista subfolder in the zip. Copy all files and subfolders except App_Data from the zip to the FileVista folder.

    Select and copy all files and subfolders except App_Data from the zip to the FileVista folder
     
  6. Now when you navigate to FileVista in your browser, the update page (update.aspx) should be displayed automatically. Note that starting with version 4.1, minimum ASP.NET 4.0 is required so please make sure it’s installed on the web server and it’s the selected ASP.NET version for the application pool in IIS if you get an error on first access to update.aspx. When ran, the wizard will automatically detect and show your previous version. Before starting the update wizard, please also make sure the application pool identity still has Modify permission on FileVista\App_Data folder. When you click Next the wizard will apply the necessary changes to the database structure and files to match the new version. When updating from an old major version to a new one (e.g. from v3.x to v4.x), you will be asked for a new license key to continue the update wizard. You will be able to click a special link on the update page to see your license upgrade options (you may be eligible for a free license key). After the update wizard is completed, just click Run FileVista and you are ready for logging into the new version.

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