bw2:installation_upgrade_guide
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bw2:installation_upgrade_guide [2020/12/15 11:39] akoehler created |
bw2:installation_upgrade_guide [2022/08/02 10:20] (current) akoehler Added a testing for an upgrade section |
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| <WRAP center round info> | <WRAP center round info> | ||
| - | Installation and updates follow the same set of steps. The only difference is that in an update, | + | Installation and updates follow the same set of steps. The only difference is that the Server Configuration values defined in a previous installation will automatically be displayed |
| </ | </ | ||
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| Beginning with Bizweaver 2.5.8, HANA Client v2.4.167 must be installed on the Versago server. | Beginning with Bizweaver 2.5.8, HANA Client v2.4.167 must be installed on the Versago server. | ||
| - | The installation process | + | This application' |
| * Create a folder named " | * Create a folder named " | ||
| Line 32: | Line 32: | ||
| ===== Information You Will Need ===== | ===== Information You Will Need ===== | ||
| - | * The name/IP address | + | * The server' |
| * The user name & password for a SQL Server user with database administrator security. | * The user name & password for a SQL Server user with database administrator security. | ||
| * Third Wave recommends that a specific user be created for Versago and Bizweaver rather than using the ‘sa’ (system administrator) user. | * Third Wave recommends that a specific user be created for Versago and Bizweaver rather than using the ‘sa’ (system administrator) user. | ||
| Line 41: | Line 41: | ||
| ===== Confirm Environment Requirements ===== | ===== Confirm Environment Requirements ===== | ||
| - | * Review server, server software, and IIS requirements <color # | + | * Review server, server software, and IIS requirements <color # |
| * Obtain the Bizweaver installation package, which is provided by Third Wave. | * Obtain the Bizweaver installation package, which is provided by Third Wave. | ||
| ===== Product License ===== | ===== Product License ===== | ||
| - | The Bizweaver license is generated automatically. There are two requirements for the license | + | The Bizweaver license is generated automatically. There are two requirements for the licensing |
| * Your SAP Installation ID must be on file in the Third Wave Business Systems license system. | * Your SAP Installation ID must be on file in the Third Wave Business Systems license system. | ||
| Line 58: | Line 58: | ||
| * Right-click on the ”setup.exe” file. Use the “Run as Administrator” option for the installation. | * Right-click on the ”setup.exe” file. Use the “Run as Administrator” option for the installation. | ||
| * The initial installer screen is displayed. | * The initial installer screen is displayed. | ||
| - | * The installation process can be ended at any step by clicking [**Cancel**] and confirming that you wish to quit.\\ {{ :bw:inimage1.png? | + | * The installation process can be ended at any step by clicking [**Cancel**] and confirming that you wish to quit.\\ |
| + | |||
| + | {{ :bw2:bizweaverinstallation1.png |}} | ||
| * Click [**Next**] to continue. | * Click [**Next**] to continue. | ||
| ===== Review License Agreement ===== | ===== Review License Agreement ===== | ||
| - | {{ :bw:inimage2.png? | + | {{ :bw2:bizweaverinstallation2.png |}} |
| - | * Click “I accept the agreement” to continue. If you do not wish to continue select “I do not accept the agreement” or click [**Cancel**] and the process will terminate. | + | * Click “I accept the agreement” to continue. If you do not wish to continue, select “I do not accept the agreement” or click [**Cancel**], and the process will terminate. |
| * Click [**Next**] to continue. | * Click [**Next**] to continue. | ||
| Line 71: | Line 73: | ||
| ===== Choose the Installation Location ===== | ===== Choose the Installation Location ===== | ||
| - | {{ :bw:inimage3.png? | + | {{ :bw2:bizweaverinstallation3.png |}} |
| * Confirm or change the installation location for the Bizweaver application. | * Confirm or change the installation location for the Bizweaver application. | ||
| Line 79: | Line 80: | ||
| * A dialog box displays the progress of the installation. | * A dialog box displays the progress of the installation. | ||
| - | * When the installation is complete, a final dialog screen is displayed. | + | * {{ :bw2:bizweaverinstallation4.png |}} |
| - | + | ||
| - | {{ :bw:inimage4.png? | + | |
| - | + | ||
| - | * Click [**Finish**] to complete the installation process and begin the configuration process. | + | |
| ====== Bizweaver Configuration ====== | ====== Bizweaver Configuration ====== | ||
| Line 92: | Line 89: | ||
| * Click [**Next**] for each step unless a value needs to be changed. | * Click [**Next**] for each step unless a value needs to be changed. | ||
| - | {{ :bw:inimage5.png? | + | {{ :bw2:bizweaverinstallation5.png |}} |
| - | + | ||
| - | * Click [**Next**] to continue. | + | |
| - | + | ||
| - | {{ : | + | |
| * Define the SQL Server where the database is located. This may, or may not, be the server where Bizweaver is installed. | * Define the SQL Server where the database is located. This may, or may not, be the server where Bizweaver is installed. | ||
| - | * The database used by Bizweaver can be anything you wish but it not be a database used by SAP Business One. | + | * The database used by Bizweaver can be anything you wish, but it is not a database used by SAP Business One. |
| * A typical name is " | * A typical name is " | ||
| * The configuration process will create the database if it does not exist. | * The configuration process will create the database if it does not exist. | ||
| Line 107: | Line 100: | ||
| * Define the timeout period for SQL Server actions. **This timeout value is only used in the designer**. | * Define the timeout period for SQL Server actions. **This timeout value is only used in the designer**. | ||
| * Timeout settings for connections used for actual processing are defined in the Global Connections setup. | * Timeout settings for connections used for actual processing are defined in the Global Connections setup. | ||
| - | * The default value of 30 should be adequate for most installations, but may be increased if timeout errors are seen in the designer functions. | + | * The default value of 30 should be adequate for most installations but may be increased if timeout errors are seen in the designer functions. |
| * The number of days to retain log files is set to a default value is 30 but can be adjusted up or down as desired. | * The number of days to retain log files is set to a default value is 30 but can be adjusted up or down as desired. | ||
| * **A value of 3, 4, or 5 is usually adequate for most installations.** | * **A value of 3, 4, or 5 is usually adequate for most installations.** | ||
| - | * Enter your SAP Business One installation ID, or other ID provided by Third Wave Business Systems. | + | * Enter your SAP Business One installation ID or other ID provided by Third Wave Business Systems. |
| * Click [**Next**] to save the settings and continue. | * Click [**Next**] to save the settings and continue. | ||
| - | | + | * Bizweaver provides a web service to allow the execution of workflows from a remote application. |
| - | * A list of workflow tools (called “workflow assemblies”) is presented. Do not change any of these options unless instructed to do so by Third Wave support. Click [**Next**] to continue. \\ {{ : | + | |
| - | | + | |
| * Windows IIS must active to complete this setup. | * Windows IIS must active to complete this setup. | ||
| - | * If Versago has been installed on this server, the appropriate settings will be determined by the application. The various fields will not be accessible, so you can proceed to the next step. \\ {{ :bw:inimage9.png? | + | * If Versago has been installed on this server, the appropriate settings will be determined by the application. The various fields will not be accessible so that you can proceed to the next step. \\ |
| + | {{ :bw2:bizweaverinstallation6.png |}} | ||
| * If Versago has NOT been installed, the desired settings can be entered. | * If Versago has NOT been installed, the desired settings can be entered. | ||
| - | * Any valid port can be assigned. A common value that should work in most instances is **8082**, unless HTTPS is in use. In this case, use port 443. | + | * Any valid port can be assigned. A common value that should work in most instances is **8082** unless HTTPS is in use. In this case, use port 443. |
| * The process will halt if a port that is already in use is assigned. Change the port value to continue. | * The process will halt if a port that is already in use is assigned. Change the port value to continue. | ||
| - | * The application will alter Windows DCOM settings on this machine for use with Bizweaver. This is necessary in order for Bizweaver to receive web service calls from Versago. \\ {{ : | + | |
| - | | + | {{ :bw2:bizweaverinstallation7.png |}} |
| - | }} | + | |
| * Click [**Finish**]. The Bizweaver application is automatically launched. | * Click [**Finish**]. The Bizweaver application is automatically launched. | ||
| Line 135: | Line 126: | ||
| <WRAP center round alert 90%> | <WRAP center round alert 90%> | ||
| - | Be sure that all instances of the Bizweaver application are ended before beginning the update. | + | Be sure that all instances of the Bizweaver application are ended before beginning the update. |
| </ | </ | ||
| <WRAP center round important 90%> | <WRAP center round important 90%> | ||
| - | A direct upgrade for installations **prior to version 91.1.0.138** is not supported. In these cases, | + | A direct upgrade for installations ** before |
| - | If you have Bizweaver versions **between 91.1.0.157 and 91.1.0.159** (inclusive) you should do the following (in this sequence) | + | If you have Bizweaver versions **between 91.1.0.157 and 91.1.0.159** (inclusive), you should do the following (in this sequence) |
| * Remove the application “BWPortal” using the standard Windows uninstall process. | * Remove the application “BWPortal” using the standard Windows uninstall process. | ||
| Line 149: | Line 140: | ||
| </ | </ | ||
| - | To upgrade Bizweaver, | + | To upgrade Bizweaver, follow the installation instructions as outlined above. Bizweaver workflows are stored in the database so that they will remain intact during the upgrade process. |
| === Bizweaver Workflow Upgrade Wizard === | === Bizweaver Workflow Upgrade Wizard === | ||
| - | Beginning in Bizweaver 2.5.17 a wizard will run after the upgrade completes. This wizard opens and saves each workflow to update any tools that have been upgraded in the newest release of Bizweaver. | + | Beginning in Bizweaver 2.5.17, a wizard will run after the upgrade completes. This wizard opens and saves each workflow to update any tools that have been upgraded in the newest release of Bizweaver. |
| {{ : | {{ : | ||
| Line 160: | Line 151: | ||
| {{ : | {{ : | ||
| - | * Once the wizard is complete a list of all errors if any, will be displayed. | + | * Once the wizard is complete, a list of all errors, if any, will be displayed. |
| * **Open Log** This will open a text document with all errors displayed in the wizard. | * **Open Log** This will open a text document with all errors displayed in the wizard. | ||
| * **OK** This will close the wizard and proceed to Bizweaver. | * **OK** This will close the wizard and proceed to Bizweaver. | ||
| - | * To manually upgrade any workflow that failed, open the indicated workflow, fix the error and save. | + | * To manually upgrade any workflow that failed, open the indicated workflow, fix the error, and save. |
| - | * If no errors are encountered, | + | * If no errors are encountered, |
| + | |||
| + | === Post Upgrade Testing === | ||
| + | After an upgrade, it is recommended to check some crucial areas of Bizweaver to confirm the upgrade was successful. This should be standard after all upgrades. | ||
| + | * Check all connections | ||
| + | * Confirm all connections that are in use have the required fields populated. | ||
| + | * Test all active workflows. | ||
| + | * Check all steps the steps in workflows ensuring no changes have been made. | ||
| + | * Test run the workflows that are in use to ensure they are working as anticipated. | ||
| === Final Upgrade Steps === | === Final Upgrade Steps === | ||
| - | * Check the **Bizweaver Service** service and confirm that the designated domain user described in the environment | + | * Check the **Bizweaver Service** service and confirm that the designated domain user described in the environmental |
| ====== Removing Bizweaver ====== | ====== Removing Bizweaver ====== | ||
| Line 175: | Line 174: | ||
| Uninstall Bizweaver via the standard Windows uninstall process in “Programs and Features” in Control Panel. | Uninstall Bizweaver via the standard Windows uninstall process in “Programs and Features” in Control Panel. | ||
| - | * For versions | + | * For versions |
| * Beginning with v91.1.0.157, | * Beginning with v91.1.0.157, | ||
| * Remove the IIS website “BW Service.” | * Remove the IIS website “BW Service.” | ||
| Line 185: | Line 184: | ||
| ===== Windows Services | ===== Windows Services | ||
| - | Two Windows services | + | Bizweaver utilizes two Windows services. These are **Bizweaver Service** and, in SQL SAP Business One environments, |
| - | A domain user specifically defined for this purpose should always be used for these services. | + | A domain user specifically defined for this purpose should always be used for these services. |
| ===== File System ===== | ===== File System ===== | ||
| Line 195: | Line 194: | ||
| ===== SQL Server ===== | ===== SQL Server ===== | ||
| - | There are two points where a connection to SQL Server is used | + | There are two points where a connection to SQL Server is used. |
| * First is in the core configuration described in this document. This is needed, at a minimum, to create the various database objects used by Bizweaver | * First is in the core configuration described in this document. This is needed, at a minimum, to create the various database objects used by Bizweaver | ||
| * Second is in the Global Configuration function. | * Second is in the Global Configuration function. | ||
| - | * Both points require use of a user/ | + | * Both points require |
| The SQL user needs full access (read, write, execute) for the following tables: | The SQL user needs full access (read, write, execute) for the following tables: | ||
| Line 208: | Line 207: | ||
| =====Configure SQL Server for Web Service Calls====== | =====Configure SQL Server for Web Service Calls====== | ||
| - | In many SQL environments it is desirable to use the Bizweaver API to initiate a Bizweaver workflow. | + | In many SQL environments, it is desirable to use the Bizweaver API to initiate a Bizweaver workflow. |
| - | To support this type of processing, some configuration in SQL Server is required. | + | To support this type of processing, some configuration in SQL Server is required. |
bw2/installation_upgrade_guide.1608050341.txt.gz · Last modified: 2020/12/15 11:39 by akoehler
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