Profile Upgrade (Enterprise Mode)

introduction this document will guide you through the upgrade process of a profile enterprise mode installation these instructions are intended for customers who are already using profile and are looking to upgrade their installation to the latest general release version it is expected that the procedures contained in this document are carried out by an intrahealth representative, or someone with technical knowledge, like it support enterprise mode is running ihem exe (intrahealth enterprise manager), and either one or many ihserver exe (intrahealth server) applications terminology term definition ihem intrahealth enterprise manager – this is the profile application routing server ihserver intrahealth server – this is the server application for profile ihea intrahealth enterprise administrator – this is a gui tool to configure the ihem data environment level most enterprise sites will have more than one profile instance installed each instance may have a different use the data environment (selected in the security settings) is used to identify each instance enterprise customers will normally have some of the following data environments • dev• test• uat• train• production name this is the name you give to your environment this is used to identify systems are the same data environment level, that may be used for different proposes or end users the system name may be the name that you give to your system environment code this is a short code with no spaces that is used to identify each instance (and the corresponding database ) this is normally derived from the environment name and data environment level for example, if your system was called “profile” and it was used as a test environment, then the environment code would be “profile test” some organizations may also include a client identifier as a third part of the name this is a short code with no spaces that is used to identify each instance (and the corresponding database ) this is normally derived from the environment name and data environment level for example, if your system was called “profile” and it was used as a test environment, then the environment code would be “profile test” some organizations may also include a client identifier as a third part of the name the environment code will be used in user accounts, service names, database names etc used by that corresponding instance database server the server that hosts the database used by profile it is recommended that the database is hosted on a separate server to the profile services this server should be hosted within a secure internal network application server the server that hosts the services (ihem and ihserver) systems with a large number of users or high availability requirements will have multiple application servers this server should be hosted within a secure internal network requirements download the latest profile general release installation package for your region (au/nz) from the solutions portal the installation packages come in four varieties, and the correct package will be required for the intended use see the table below for details package description 8 x x xxx client client only package for end users or https clients doesn’t contain ihem or ihserver binary files 8 x x xxx enterprise package contains all binary files to run office or enterprise mode 8 x x xxx enterprise package w accession contains all binary files to run office or enterprise mode and accession 8 x x xxx enterprise package w accession hcc contains all binary files to run office or enterprise mode, accession and hcc download and review any release notes from the version of profile your site is using, to the current release from the solutions portal if your site is upgrading from a version 7 6 or earlier, download and review the document “important information for users upgrading to 7 8+” local administrator rights to the servers where ihserver and mssql are installed microsoft sql management studio for sites running an mssql database and sql administrator rights to the sql server instance that hosts the profile databaseorfor sites running a firebird database 1, download iboconsole exe from the solutions portal 2 copy iboconsole to the firebird bin folder i e “c \program files (x86)\firebird\firebird 2 0\bin” note it is highly recommended that a test upgrade is conducted first, on a current copy of the production database this will give an indication on the time required to upgrade production, so an appropriate outage can be scheduled there have been instances where an upgrade has failed a test upgrade will confirm if there are any errors with the upgrade of your database, and if a fix will need to be applied prior to a production upgrade services and applications intrahealth recommends installing ihserver to run as a service in this guide, the instructions will focus on sites that have the service installed the difference between the ihserver service and application is that the service can be configured to start automatically when the server is started/restarted by default, ihserver is run as an application so the sites running ihserver as an application will be required to manually start/stop each ihserver when directed to this document does not provide details on installation of ihserver as a service upgrade process before starting the upgrade, there are several steps to be conducted first to ensure a rollback process is in place if the upgrade fails take a screen shot of the system tasks to record the items that are enabled ( organisation/system tasks explorer ) take a screen shot of the emessage services that are installed and enabled (organisation/preferences/emessages) this window will differ between countries and yours may be different from the one shown above stop the ihserver services then the ihem, or shutdown the ihserver applications then ihem application important note\ the upgrade can only be conducted by running ihserver as an application it cannot be upgraded when running ihserver as a service note the upgrade can only be conducted by running ihserver as an application it cannot be upgraded when running ihserver as a service copy the profile bin folder and paste it into the same location rename the copy you have just made with either the old version (e g “bin – 7 6”) or simply “bin – old” copy the new profile package to the bin folder note for additional information, please read the pdf attached to this article attachments