NOTE: Before following the instructions in this article, make sure the Microsoft .NET 4.5 (or 4.0, if upgrading to 10.x or lower) Framework is installed. If it is not installed, please do so before upgrading SmarterTrack. In addition, SmarterTrack only supports InnoDB schema. If you are running MyISAM, refer to the KB article Convert from MyISAM to InnoDB for steps to take prior to upgrading SmarterTrack. When upgrading from version to version Custom Skins (for SmarterTrack 9.x and older) may not work.

The steps for upgrading to SmarterTrack from an older version of the application vary depending on which installation package is used—the automatic installation package or the manual installation package. To keep all of your configuration data intact, SmarterTools recommends following the instructions below that pertain the the installation package you are using. NOTE: SmarterTools recommends installing SmarterTrack with the default web.config file. If you have customized the web.config file, you can replace the default file after upgrading. Please see the instructions below for more details.

Applies to All Versions of SmarterTrack

Upgrading SmarterTrack Using the Automated Installer
Follow these steps to upgrade to the latest version of SmarterTrack using the automated installation package:

  1. Back up your SmarterTrack installation and database.
  2. If you are running SmarterTrack as an IIS site, stop IIS during the upgrade process.
  3. Uninstall your current version of SmarterTrack. This will only uninstall system files - your users, employees, KB articles, etc. will remain intact and will be available after you re-install as long as you reconnect to the database you were using for your previous installation.
  4. Download and run the latest automated installer from the SmarterTrack Download page.
  5. Verify the installation path is the same as before. (The default installation location is C:\Program Files (x86)\SmarterTools\SmarterTrack.)
  6. If utilizing IIS, please ensure to Stop the SmarterTrack Web Server service after any major upgrade.
  7. Change IIS Application Pool to run as .NET 4.5 (for 10.x and earlier, change to 4.0)
  8. Restart IIS or the Web application pool running SmarterTrack.

Upgrading SmarterTrack Using the Manual Installer
The steps for upgrading to the latest version of SmarterTrack using the manual installation package vary depending on whether you have access to IIS. NOTE: If you're making a major version upgrade, it may be best to follow the instructions for using the automated installer to ensure any legacy files and/or folders are not cluttering up your installation and possibly causing issues.

Upgrading with Access to IIS
In general, if you are running SmarterTrack on a dedicated server or through VPS hosting, you will have access to IIS. If you have access to IIS on the server, follow these steps:

  1. Back up your SmarterTrack installation and database.
  2. Download the latest manual installation package from the SmarterTrack Download page. NOTE: The manual installation package is the Files for Shared Hosting download.
  3. Extract the contents of the package to a temporary directory.
  4. Stop IIS or the Web application pool running SmarterTrack.
  5. In your current SmarterTrack site, delete the following folders:
    • /bin
    • /MasterPages/Default
    • /App_Themes/Default
    • /Javascript
  6. Copy the files from the SmarterTrack folder of the installation package into the site's location.
  7. If you made customizations to the web.config file in your previous installation, copy it back to the site from the backup.
  8. Change SmarterTracks Application pool to run on .NET 4.5 (for 10.x and earlier, change to 4.0)
  9. Restart IIS or the Web application pool running SmarterTrack.

Upgrading without Access to IIS
In general, if you are running SmarterTrack through shared hosting, you will not have access to IIS. If you do not have access to IIS on the server, follow these steps:

  1. Back up your SmarterTrack installation and database.
  2. Download the latest manual install package from the SmarterTrack Download page. NOTE: The manual installation package is the files for shared hosting download.
  3. Extract the contents of the package to a temporary directory.
  4. In your current SmarterTrack site, delete the following folders:
    • /bin
    • /MasterPages/Default
    • /App_Themes/Default
    • App_Data/Javascript
  5. Copy all of the files from the SmarterTrack folder of the installation package into the site's location.
  6. If you made customizations to the web.config file in your previous installation, copy it back to the site from the backup. NOTE: If you have not made any customizations to the web.config file, you will need to reset the IIS site by renaming the web.config file to web.config1, and then renaming it back to web.config.

For more information, please refer to the Upgrading SmarterTrack page in the SmarterTrack Online Help.

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