1. Overview
  2. Admin Guide
  3. Installation
  4. How to upgrade to version 12 from version 11

How to upgrade to version 12 from version 11

In this guide, we will walk you through the process of upgrading DashboardFox, whether on the same server or on a new server. Follow the section that applies to your specific situation.

Important Note: This document is divided into two sections. The first section provides instructions for upgrading on the same server, while the second section is designed for upgrading on a new server. Please ensure you follow the appropriate section based on your upgrade scenario.

Section 1: Upgrade on the Same Server

Important Note: This section is for upgrading DashboardFox on the same server.

Recommended Tool for Database Backup and Restore

If you do not have a tool for backing up and restoring the PostgreSQL database, we recommend using SQLBackupAndFTP, a free and reliable solution.

Upgrade Steps

  1. Backup Existing Database

    • Use your preferred tool or SQLBackupAndFTP to backup the PostgreSQL database from version 11.
      • User: postgres
      • Password: dashboardfox
      • Port: 5432
      • Database Name: dashboardfox
    • Copy the backup file to a secure location.

  2. Uninstall Current DashboardFox

    • Uninstall DashboardFox from the server.
    • Delete the folder: C:\Program Files(x86)\DashboardFox. A reboot may be necessary before deletion.

  3. Registry Cleanup

    • Delete the following registry keys:
      • HKEY_LOCAL_MACHINE\SOFTWARE\5000Fish
      • HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\5000Fish

  4. Reboot the Server

    • Restart the server to ensure all changes are applied.

  5. Install DashboardFox v12

  6. Restore Database

    • Restore the version 11 database to the new install using the same credentials (note: be sure to drop the existing v12 database prior to restore):
      • User: postgres
      • Password: dashboardfox
      • Port: 5432
      • Database Name: dashboardfox

  7. Final Reboot

    • Reboot the server again to complete the installation process.

  8. Configure Data Sources

    • Login and navigate to Settings -> Integrations (note: your login will now be the user/pw of your v11 users).
    • Edit your data sources and re-enter the password.
    • Click "Test Connection" and ensure you receive a green pass alert.
    • Click "Save".

Section 2: Upgrade on a New Server

Important Note: This section is for upgrading DashboardFox to a new server, which is recommended for production environments to allow parallel testing.

Upgrade Steps

  1. Backup Existing Database

    • Use your preferred tool or SQLBackupAndFTP to backup the PostgreSQL database from version 11.

  2. Install DashboardFox v12 on New Server

  3. Restore Database

    • Restore the version 11 database to the new install using the same credentials (note: be sure to drop the existing v12 database prior to restore):
      • User: postgres
      • Password: dashboardfox
      • Port: 5432
      • Database Name: dashboardfox

  4. Update Scheduled Reports and Scheduler Host Table

    • Run the following SQL commands on your database, replacing mynewservername with your actual new server hostname:

DELETE FROM schservices;

UPDATE schdtbl SET SchServer='mynewservername';

    1. Recycle AppPool or Reboot and Configure Data Sources
      • Prior to logging in, either recycle the IIS AppPool -> DashboardFoxAppPool or Reboot
      • Login and navigate to Settings -> Integrations (note: your login will now be the user/pw of your v11 users).
      • Edit your data sources and re-enter the password.
      • Click "Test Connection" and ensure you receive a green pass alert.
      • Click "Save".

Conclusion

Your migration is complete. If you need assistance with either process or any other part of this guide, please contact support.