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[D](T0146) How do I upgrade or update my existing Tech or Customer Portal?

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If you already have the ServiceLedger Tech Portal or Customer Portal installed and configured properly, you can use the following instructions to update it to the latest available version.

You should only follow these instructions if you are using ServiceLedger 2007 Complete (7.0.0.0) or higher, but not any version newer than ServiceLedger 2012. Older versions of ServiceLedger do not have any updates to the web portals available, and the ServiceLedger 2013 Tech Portal includes significant back-end changes that require assistance from our support team.

DEPENDING ON WHEN YOU PURCHASED YOUR PORTAL, THE INSTRUCTIONS YOU MUST FOLLOW WILL VARY.

Please read all the possible preconditions carefully and be certain which one applies to you. Using the wrong instructions could make it necessary for you to configure the newer version of the portal from scratch.

In order to upgrade, you will need to know the location of your existing portal, so that you can use its settings file(s) when configuring your updated version. Your existing portal(s) will usually be located in one of two places:

  • "C:\Program Files (x86)\ServiceLedger\ServiceLedger\TechPortal" and
    "C:\Program Files (x86)\ServiceLedger\ServiceLedger\CustomerPortal"
  • "C:\Inetpub\wwwroot\SLTechPortal" and "C:\Inetpub\wwwroot\SLCustomerPortal"

If you have both locations, you should check within IIS to determine which is actually in use. Under 'Default Web Site', you should have an item for your portal. In this item's properties, you will be able to determine the on-disk location of the files.

Your existing configuration files will be in the folder determined above. If you are upgrading the Tech Portal, these files will be global.asa, settings.aspx and possibly permissions.asp. If you are upgrading the Customer Portal, settings.aspx will be the only configuration file you need.

Once you know the location of your existing configuration files, you can acquire the updated version of the portal. DEPENDING ON WHERE YOUR EXISTING PORTAL IS LOCATED, you should either:

  • If your existing portal is in "C:\Program Files\ServiceLedger\ServiceLedger", use the following process:
    1. Depending on your version and whether you are upgrading the Tech Portal or Customer Portal, run one of the following codes as a one-time custom update using the directions in the following KB article:
      (T0175) How do I run a one-time custom update?
      The codes you can run are as follows:
      • techportal70 - ServiceLedger 2007 Tech Portal
      • techportal80 - ServiceLedger 2008 Tech Portal
      • techportal80 - ServiceLedger 2008 Tech Portal
      • techportal85 - ServiceLedger 2008 R2 Tech Portal
      • techportal90 - ServiceLedger 2009 and ServiceLedger 2009 R2 Tech Portal
      • techportal100 - ServiceLedger 2010 Tech Portal
      • techportal110 - ServiceLedger 2011 Tech Portal
      • techportal120 - ServiceLedger 2012 Tech Portal
      • These instructions DO NOT APPLY to the ServiceLedger 2013 Tech Portal
      • customerportal70 - ServiceLedger 2007 Customer Portal
      • customerportal80 - ServiceLedger 2008 Customer Portal
      • customerportal90 - ServiceLedger 2009 Customer Portal
      • customerportal90-2 - ServiceLedger 2009 R2 Customer Portal
      • customerportal100 - ServiceLedger 2010, ServiceLedger 2011, and ServiceLedger 2012 Customer Portal
      • These instructions DO NOT APPLY to the ServiceLedger 2013 Customer Portal
      Please be sure to run the correct code, as installing one year/version of the portals with a different year/version of ServiecLedger may cause unexpected problems.
    2. Once the update is complete, you will need to merge any new settings into your existing configuration files. Use the following steps to do this:
      • In your portal folder, you will find files with the same names as your configuration files, except that they are prefixed with default_, i.e. default_settings.aspx for the settings.aspx file.
      • For each of these files, you will need to check the new default file for any lines that do not appear in your existing configuration file. If you find any such lines, copy them over from the default file into your existing configuration file. If a line appears in both places, simply leave it alone.
      • It is not uncommon to find that there are actually no new options—in this case you can simply leave your existing configuration file as-is.
    3. Once you've reviewed and added any new configuration options, your upgrade is complete.

  • If your existing portal is in "C:\Inetpub\wwwroot", you will need to:
    1. Copy your old configuration files to a different, safe location that you can easily find later, such as your desktop.
    2. Remove or rename your old portal.
    3. Reinstall your portal from scratch using the directions provided in (T0143) How do I install the Tech Portal or Customer Portal.
    4. In the sections where you are asked to set up settings.aspx and (for the Tech Portal) global.asa, you should refer to your old configuration files. HOWEVER, you should not simply copy the entirety of your old files over the new ones! New settings may be in the files you've just downloaded, and it's important not to accidentally remove these. Instead, you should copy each line that is in BOTH places from your old file to your new file.
    5. Once you complete the above installation instructions, your upgrade is complete.

After performing the above steps, you should start ServiceLedger in Server Mode or start your ServiceLedger Automation service and open your portal to test its functionality.


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