Run the Upgrade Installer

To run the AgilePoint NX Upgrade Installer, ​do the procedure in this topic.

Prerequisites

  • Verify that AgilePoint NX v7.0 is installed on your machines. If you are performing an upgrade following a new installation, make sure you have installed all the components on all machines first before starting the upgrade.

    For more information, refer to How Can I Find the Installed Version of My AgilePoint Component?.

  • You must run the upgrade installer on every machine that has AgilePoint Server or AgilePoint client components installed. This includes:
    • AgilePoint Server machines - If AgilePoint Server is installed in an NLB environment, you must run the installer on every server in the environment where AgilePoint Server is installed.
    • AgilePoint NX Portal server machines - If AgilePoint NX Portal is installed on a different machine than AgilePoint Server, you must run the Upgrade Installer on the Portal machine. This is not a common configuration. Usually the Portal is installed on the AgilePoint Server machine.
    • Data Services machines - If AgilePoint Data Services is installed on a different machine than AgilePoint Server, you must run the Upgrade Installer on the Data Services machine. This is not a common configuration. Usually Data Services is installed on the AgilePoint Server machine.
    • Primary SharePoint server - If you use the SharePoint Integration component for AgilePoint NX, you must complete the upgrade procedure on your primary SharePoint server. However, note that you must also decide whether to use the automated or manual SharePoint installation procedure. Most organizations use the manual SharePoint upgrade procedure, rather than running the Upgrade Installer client on the SharePoint server.
  • If your organization uses AgilePoint NX Developer, there are several considerations for upgrade.

    There is no upgrade installer for AgilePoint NX v8.0 or v9.0. These versions require you to uninstall AgilePoint NX Developer on each machine where it is installed, and install the new version. However, the version you install depends upon your target AgilePoint NX version and your version of Visual Studio.

    • If you are not upgrading to an AgilePoint NX version higher than v8.0 (for example, v9.0), install AgilePoint NX Developer v8.0
    • If you are upgrading to an AgilePoint NX version higher than v8.0 (for example, v9.0), the correct action depends upon your version of Visual Studio.

      The reason for this is AgilePoint NX Developer v8.0 supports Visual Studio 2017 and 2019, and AgilePoint NX Developer v9.0 supports Visual Studio 2019 and 2022.

      • If you use Visual Studio 2017, install AgilePoint NX Developer v8.0.
      • If you use Visual Studio 2019 or 2022, do not install AgilePoint NX Developer v8.0. Instead, wait until you have completed the upgrade to v9.0, and then install AgilePoint NX Developer v9.0
  • After you download an installation or upgrade package from AgilePoint, before you extract the package, make sure the file is not blocked by Windows:
    1. Right-click the installation package file, and click Properties.
    2. On the file properties screen, select Unblock.
  • Sign in to Windows using a user login that belongs to the local system's Administrators group.
  • Applying this upgrade will cause AgilePoint Server and other related services to restart. Make sure you perform the upgrade at times when these restarts will have minimal impact on your operations.
  • These AgilePoint services must not be set to restart automatically:
    • AgilePoint Server Instance (AgilePointServerInstance)
    • Data Services (AgilePointDataServices)

    For more information, refer to How Do I Configure an AgilePoint Service to Start Automatically, Or Not?

  • Close any configuration utilities or screens for AgilePoint NX configuration.

Good to Know

  • The installer UI is optimized for system resolutions 1366x768 or 1920x1080 with 100% scaling. If you use other screen resolutions, the installer UI may not display correctly, which can cause installation errors.

How to Start

  1. On the AgilePoint Server machine, right-click the AgilePoint NX upgrade installer package, and click Run as administrator.
  2. On the End User License Agreement screen, review the license agreement, and click Yes. I accept the terms in the license agreement.

    End User License Agreement screen
  3. On the Extract files to directory field, click the Ellipses (...) button to select the folder where you want to extract the installation files.

    The default location for the installer is C:\AgilePoint. It is recommended that you decompress the installation package directly under you C:\ drive folder. The installation file path must be fewer than 50 characters.


    End User License Agreement for AgilePoint Software screen
  4. On the Information screen, click Open Extracted Folder.

    The upgrade installation files are extracted to the specified folder. When the extraction is complete, this screen shows.


    Information screen
  5. Right-click the AgilePoint NX upgrade Setup.exe file, and click Run as administrator.

    Setup dot exe file Upgrade Installer

Procedure

  1. On the Welcome to AgilePoint NX Upgrade Installation screen, click Next.

    Welcome To AgilePoint NX Software Update Installation screen
  2. On the Verifying System Requirements screen:
    • If there are any errors, correct them. Once you have resolved the issue, click Recheck.

      Verifying System Requirements Error screen Upgrade Installer
      IssueResolution

      PowerShell is installed

      PowerShell is installed on your primary SharePoint machine.

      Current user has local administrator privileges

      Sign in to this machine as a user with administrator privileges.

      Supported version of the .NET Framework is installed

      Install a supported version of the .NET Framework on this machine.

      For more information, refer to System Requirements for AgilePoint SharePoint Integration.

      IIS 6 Management Compatibility Role Service is active

      Activate Management Compatibility Role Service on IIS 6 or higher.

      For more information, refer to Verify the IIS 6 Management Compatibility Role Service.

    • If there are no errors, click Next.

      Verifying System Requirements screen Upgrade Installer
  3. On the License Information screen, click Next.

    License Information screen
  4. After the upgrade installation is complete, click Next.

    Deployment Successful screen Upgrade Installer
  5. On the Congratulations screen, click Additional Required Upgrade Tasks to complete the remaining procedures in this section.

    Once the Upgrade Installer is complete, you must complete some additional upgrade tasks. The exact tasks depend on your specific system configuration.

    For more information, refer to Additional Required Upgrade Tasks for AgilePoint NX v8.0.


    Installation Completed screen Upgrade Installer
  6. Click Finish