Ektron 9.00
Upgrading to Ektron Version Ektron 9.00
The upgrade procedure copies Ektron’s latest features to your Web server. Ektron is installed to its own folder, C:\Program Files (x86)\Ektron\
CMS400v90
If you are upgrading from version 8.0 or higher, follow the instructions in this section. If you are upgrading from an earlier version and need assistance, please contact Ektron technical support.
For information about the system requirements for the current release, see the Ektron System Requirements. If your system does not conform to these requirements, you should upgrade your system before installing or upgrading Ektron.
IMPORTANT: Each deployment has unique requirements. Ektron recommends that you engage with a Certified Ektron Partner when making decisions about the needs of your specific production environment.
IMPORTANT: You cannot upgrade Ektron sample or starter sites. They are designed to demonstrate the product's latest features, so each version is uniquely created to support a release.
WARNING! During the upgrade procedure, your website’s Bin, Workarea and Documentation folders are removed. Any customized files in these folders will be lost. Only store custom files in these folders when absolutely necessary. Even then, keep a backup file in another folder.
The Site Setup utility uses files in the CMS400v9x
base folder to create and upgrade Ektron sites. The base folder contains these subfolders.
AssetManagement
—Folders and files for the Document Management FunctionalityBin
—Required .NET assembliesCMSServiceUpdate
—Files to update your servicesCommonFiles
—Application Global Resources, Web References and Starter Application filesDocumentation
—Documentation. The site setup procedure copies this directory to the workarea
directory when setting up a site.EktronAsyncProcessor_Service
—Files needed to add Asynchronous Processor for Web AlertsStarterSites
—Files for starter sites that have been addedStudioHelp
—Files for adding API help to Visual StudioSyncUpdate
—Files to update eSyncUtilities
—Utilities for Workarea
—Scripts used for the WorkareaNOTE: The contents of this folder are later copied to a website folder, typically in the Web server’s Web root. The sample provides a good way to learn how to work with an Ektron site.
To protect the information in your database, you should back it up before upgrading. During the upgrade, Ektron attempts to create a backup of your database. If that fails, use the following MSDN link for instructions on backing up and restoring your database via SQL Server.
NOTE: Links to options for restoring the backed-up database are provided at the bottom of the MSDN resources.
Before restoring an SQL database, either stop the Ektron Windows service or force all connections closed. You need to do this because the Ektron Windows Service accesses the database. To view and update the status of the service, go to Computer Management > Services and Applications > Services. For more information, see Handling Background Processing Functions with the Ektron Windows Service.
The upgrade procedure performs these tasks.
WARNING! Any customized files in these folders will be lost. So, only store custom files in these folders when absolutely necessary. Even then, keep a backup of customized files in another folder.
web.config
file.NOTE: The upgrade automatically starts the IIS and Search services.
NOTE: This step is only relevant if you are using Microsoft Search Server 2010 on a server that is different from your Ektron server.
Best Practice
In general, do not install Microsoft Search Server 2010 on a server that also hosts Ektron. Only install both programs on the same server in a development environment.
For Microsoft Search Server 2010 to index your Ektron assets, they must be copied from the Web server to the Search Server. This process is handled in the background once your site is up and running. However, if your site has a large number of assets, the initial copy may get clogged. To avoid this problem, inspect the size of your Ektron site's Assets folder. If it exceeds 1 gigabyte, follow these steps. Failure to do so may result in errors.
EktronSearchData
between C:\
and the beginning of the path. C:\inetpub\wwwroot\OnTrek85\Assets
, create a folder on your Search Server named C:\EktronSearchData\inetpub\wwwroot\OnTrek85\Assets
.C:\Program Files\Ektron\CMS400vxx
). This directory stores Ektron components and utilities. NOTE: This dialog only appears if the Setup cannot detect the location of the site’s application directory.
web.config
file, Ektron assembly files, and Web Service/Workarea components. It does not update your templates nor other files not mentioned above.WARNING! Ektron strongly recommends backing up your site before continuing the upgrade. If you choose No and the upgrade fails, you cannot revert the files to their original state.
See Also: Working With Microsoft FAST Search; Setting Up Microsoft Search Server 2010 Express
NOTE: PCI Compliance is only available if you have the eCommerce Modifier (E) in your license key.eSync is only available if you have the eSync modifier in your license key.SDK is only available if Visual Studio 2010 is installed on your server.
siteroot/widgets
directory. Click Yes to install the latest widgetWidgets are mini-applications that you place on a Web page using PageBuilder; a widget provides either specific functionality (calculators, search, social bars, etc.) or areas into which you can add content (content blocks, list summaries, collections, and so on).s. Be sure to rename any customized widgets in that folder. If you do not rename them, they will be overwritten.NOTE: This dialog appears only when the setup cannot find the AssetManagement directory.
WARNING! The previous version’s bin and Workarea folders are removed from your website. Any customized files within these folders are lost. Do not store custom files in them unless absolutely necessary. Even then, always keep a backup file in another folder.
web.config
file is updated with information needed to run Ektron. If other applications use the web.config
file, the upgrade does not affect their sections.Server—List the database server on this system. To set up the database on this server, accept the default. Otherwise, enter a SQL or SQL Express server that already exists. For SQL, this would typically be (local) if it’s installed on the local server. Otherwise, enter the Server’s name. For SQL Express, enter (local)\SQLEXPRESS.
NOTE: This dialog appears if you are using SQL Authentication. If you are using Windows Authentication, skip to the next step.
IMPORTANT: If the backup fails, the following message appears: Warning! The install could not backup your database. Please manually back it up now before continuing. In this case, you should manually back up your database before clicking OK. See Also:
After completing the Ektron CMS installation, install the search provider and the Ektron 9.00 search components.
Then on the search server, click the Windows Start menu > All Programs > Ektron > CMS400V90 > Utilities > Search Configuration. The Connection Information screen appears.
See Also:
After upgrading your site and rebuilding the solution, you are ready to use Ektron.
If you did not run the database upgrade or language update during the installation, you need to do it manually. The next sections explain how to do that.
Problem 1: After upgrade, Ektron does not load properly. Also, an error icon appears next to your templates when you open the project in Visual Studio.NET, as illustrated below. The problem is that your .NET references need to be updated.
Solution 1: To verify the problem, open the Ektron solution file in Visual Studio.NET (webroot\siteroot\cms400sitename.sln
; for example, cms400Intranet.sln
) and look at the template files. If your references are broken (as shown in the sample screen on the left), delete all Ektron references. Then, add new references with the same name from the webroot\siteroot\bin
folder.
Problem 2: When viewing a page containing Ektron server controls or API calls, the page returns a fatal error Compiler failed with Error Code 2000. Detailed compiler output may say Fatal error BC2000: compiler initialization failed unexpectedly: The filename, directory name, or volume label syntax is incorrect. This error message might appear after an upgrade.
Solution 2: To remove the error message, open up your site's .sln file in Visual Studio. Then, rebuild the solution using the Build > Rebuild solution menu option.
In this case, the error can be resolved by correcting the database settings in web.config
.
NOTE: To use SQL Authentication with Microsoft SQL server (as opposed to Windows Authentication), you must have the database 'Security' properties set to allow "Windows and SQL Authentication." After changing this setting, you must restart SQL Server for it to take effect.
Problem 3: After upgrading from Ektron version 4.8 or earlier, Metadata is no longer applied or required when adding or editing content.
Solution 3: In Ektron version 4.8 or earlier, Metadata is applied globally. In later versions, metadata is applied to each folder individually. Child folders can inherit the metadata from a parent folder or they can have their own metadata settings. To set the metadata settings back to global:
If you have not broken inheritance on any of the folders, your metadata settings are applied globally.