Upgrading to Vault Professional

A collection of information about Vault Professional, including solutions to common problems.

Posts: 9736
Joined: Tue Dec 16, 2003 1:25 pm
Location: SourceGear
PostPosted: Tue Aug 21, 2012 9:59 am
Here are steps to upgrade to Vault Professional 9.0 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) Get your Vault Pro 9 licenses so you'll have them when you start using your Vault 9.0 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 9.0 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 9.0 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 Vault Professional 9.0 in order to log into the Vault Pro 9.0 server. To update your client, run the Vault 9.0 client over the existing Vault client installation.

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 9.0 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:

viewtopic.php?f=13&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.

The Vault Pro 7 installer will create the sgnotify and sgvaultindex databases and also create the VaultIndexService, VaultNotifyService and virtual directories 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:
viewtopic.php?t=21347

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

Posts: 9736
Joined: Tue Dec 16, 2003 1:25 pm
Location: SourceGear
PostPosted: Wed Dec 11, 2013 11:49 am
Reminder:

Users will need to update their clients to Vault Professional 9.x in order to log into the Vault Pro 9.x server. To update your client, run the Vault 9.x client over the existing Vault client installation.
Linda Bauer
SourceGear
Technical Support Manager

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