Upgrades - Upgrade Steps

This article explains how to do an EPM Live upgrade.  Be sure to verify you have first completed the Pre-Upgrade Requirements and Recommendations prior to upgrading.

 

1.  Restart IIS

Restart IIS on all application and web front ends server to remove any users active on the system.

  • Open CMD prompt on application server.
  • Type in iisreset and press enter.

 

2.  Restart the SharePoint Timer Service

Restart the SharePoint Timer Service.

  • On the Start Menu, select Services OR go to “Run” then services.msc.
  • Scroll down to the SharePoint Timer service.
  • Right click and Restart.

 

3.  Restart EPM Live Timer Service

Restart EPM Live Timer Service on the application server.  This will clear out any stuck or finished jobs in the Timer Queue.  This will also pause any in-progress jobs.

  • On the Start Menu, select Services OR go to “Run” then services.msc.
  • Scroll down to the EPM Live Timer service.
  • Right click and Restart.

 

4.  Restart PortfolioEngine Queue Service

Restart PortfolioEngine Queue Service on the application server.

  • On the Start Menu, select Services OR go to “Run” then services.msc.
  • Scroll down to the PortfolioEngine Queue service.
  • Right click and Restart.

 

5.  Download and Copy EPM Live Installation File

Copy EPM Live installation file to the application server and web front end servers.

  • If customer is On-Premise, they can obtain the new installation file as long as they have paid their annual maintenance fee.
  • They will need to download the latest installer via downloads.epmlive.com.
  • Customer needs the account email address and order number to request the installer file.
  • The installation file will be emailed to the account email address on file.

 

6.  Uninstall EPM Live from Each Web Front End Server

On each web front server, go to Programs and Features, then Uninstall EPM Live or WorkEngine 2013. Currently, even though you are uninstalling EPM Live 2016, the files are still called EPM Live or WorkEngine 2013.

This removes the EPM Live solution files.

 

7.  Uninstall EPM Live from the Application Server

On the application server, go to Programs and Features, then Uninstall EPM Live or WorkEngine EPM Live 2013. Currently, even though you are uninstalling EPM Live 2016, the files are still called WorkEngine 2013.

This removes the EPM Live solution files.

 

8.  Restart the SharePoint Timer Service

Restart the SharePoint Timer Service.

  • On the Start Menu, select Services OR go to “Run” then services.msc.
  • Scroll down to the SharePoint Timer service.
  • Right click and Restart.

 

9.  Run New Installer on Application Server

Run the new installer on the application server (server hosting Central Administrator and EPM Live Services).

  • Right Click.
  • Run as Administrator.
  • Make sure all components are selected.
  • Change Paths to where EPM Live was initially installed.
  • Use EPM Service Account or Application Pool account.
  • Click Next.

Deploying and Installing the solution files may timeout and fail (“Solution did not deploy in a timely fashion”).  Did the installer timeout?

  • If installer did NOT timeout, Go To Step 10.
  • If the installer DID timeout, Go to Step 12.

 

10.  Install Solutions

If installer did not timeout, then you can install the Solutions and upgrade the EPM Live Database from the Central Admin Application Settings page.

  • Go to Central Administration, General Settings, Application Settings.
  • Make sure that the Central Admin web application is showing.
  • Click Install Solutions.
  • On the same page, click on Upgrade button which will upgrade the EPM Live database.

 

11.  Run New Installer on All Web Front Ends

  • Right Click.
  • Run As Administrator.
  • Make sure only EPM Live Core is selected.
  • Click on Application Server; This feature will not be available.
  • Change Paths to where EPM Live was initially installed.
  • Use EPM Service Account or Application Pool account.
  • Click Next.

 

12.  Check if the EPM Live Core is deployed to Central Administration

Check if the EPM Live Core is deployed to Central Administration. If not, run the following command in PowerShell on the app server to force deploy.

  • In Central Admin go to System Settings.
  • Under Farm Management, click on Solution Management to check if epmlivecore.wsp (or workenginecore.wsp) solution deployed to the Central Admin web application.

If not, run the following in PowerShell.

  • Replace the URL after webapplication with your respective web application URL for each solution. (no brackets): Install-SPSolution -Identity workenginecore.wsp -webapplication {webapplicationurl} -GACDeployment -CompatibilityLevel {14,15} force.
  • Navigate to the Solution Management page in Central Administration to verify it has finished deploying.

 

13.  Make sure the remaining solutions were deployed to the application server

  • Open PowerShell.
  • Paste and run the commands below to deploy solutions.
  • Replace the URL after webapplication with your respective web application URL for each solution.
  • Navigate to the Solution Management page in Central Administration to verify it has finished deploying.

PowerShell Commands:

Install-SPSolution -Identity workenginecore.wsp -webapplication https://epm.customerwebapp.com -GACDeployment -CompatibilityLevel {14,15} -force
Install-SPSolution -Identity workenginewebparts.wsp -webapplication https://epm.customerwebapp.com -GACDeployment -CompatibilityLevel {14,15} force
Install-SPSolution -Identity workenginetimesheets.wsp -webapplication https://epm.customerwebapp.com -GACDeployment -CompatibilityLevel {14,15} force
Install-SPSolution -Identity workenginedashboards.wsp -webapplication https://epm.customerwebapp.com -GACDeployment -CompatibilityLevel {14,15} force
Install-SPSolution -Identity workenginepfe.wsp -webapplication https://epm.customerwebapp.com -GACDeployment -CompatibilityLevel {14,15} force
Install-SPSolution -Identity workengineforms.wsp -webapplication https://epm.customerwebapp.com -GACDeployment -CompatibilityLevel {14,15} -force
Install-SPSolution -Identity workengineworkplanner.wsp -GACDeployment -CompatibilityLevel {14,15} force
Install-SPSolution -Identity workenginereporting.wsp -GACDeployment -CompatibilityLevel {14,15} -force
Install-SPSolution -Identity workenginesynch.wsp -GACDeployment -CompatibilityLevel {14,15} -force

 

14.  Go to General Applications Settings to Upgrade EPM Live database

  • EPM Live Administrator- Application Settings
  • Click the Upgrade button to upgrade the EPM Live database.

 

15.  Go to Services

On the application server, go to Services and start the following:

  • EPM Live Timer
  • PortfolioEngine Queue

 

16.  Go to the EPM Live Site Collection

Go to the EPM Live site collection.

  • Append the following to your site URL: **EPMLiveSiteName**/_layouts/EPMLive/upgrade.aspx.
  • Accept Terms.
  • Make sure there are no errors or failures in the results.
  • Go to the following URL: **EPMLiveSiteName**/_layouts/EPMLive/upgradereportingdb.aspx.
  • Click Upgrade Now.
  • Make sure there are no errors or failures in the results.

 

17.  Run Reporting Cleanup All

  • Navigate to the Reporting Settings page.
  • On the Actions menu, click Cleanup All.
  • Click Cleanup to confirm.

 

18.  Run Functional Tests

Run functional tests to ensure correct functionality.

 

19.  Follow Up

If you experience any errors, please reach out to your Customer Success/Account Manager.

 

 

 

 

 

 

 

 

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