# Installation and Upgrade Guide

# Upgrading Software

This section describes how to upgrade this product. It also describes the impact component upgrades have on the use of this product.

## Upgrading Framework for Excel Software

The following sections describe how to upgrade to the current version.

### Upgrading from 1.1 or 1.1.x to the Current Version

To upgrade from version 1.1 or 1.1.x to the current version:

1. Note your settings for the cryptographer password and file store location in the Plumtree Excel Service Control Panel.
2. Note the virtual directory used by the current 1.1 Framework installation.
3. Back up the file store to a secure location.
4. Uninstall previous software from the Remote Server host computer. Follow the procedures in Uninstalling Software.
5. Install software on the Remote Server host computer. Follow the procedures in Installing Software.
6. Perform post-installation tasks according to Post-Installation Procedures. When you configure, specify the information you noted for the previous installation before you uninstalled it.
7. Restore the file store.
8. Verify your installation. Follow the procedures in Verifying Successful Installation.

### Upgrading from a Pre-1.1 Version to the Current Version

To upgrade from a pre-1.1 version to the current version:

1. Note your settings for the cryptographer password in \include\constants.asp.
2. Note the Root Path variable in winnt\system32\PTFileStore.cfg.
3. Back up the file store to a secure location.
4. Uninstall previous software from the Remote Server host computer. Follow the procedures in Uninstalling Software.
5. Install software on the Remote Server host computer. Follow the procedures in Installing Software.
6. Complete the post-installation procedures described in Post-Installation Procedures. When you configure these settings, specify the information you noted for the previous installation before you uninstalled it.
7. Restore the file store.
8. Verify your installation. Follow the procedures in Verifying Successful Installation.

Note: | New instances of the Excel Gadget Managers recognize Gadget Web Services created with the previous version of the Framework. If previous Excel Gadget Web Services are locked after completing the upgrade, unlock them using the Release Item Locks utility in Administration.

### Upgrading Deployment Components

The following table summarizes the impact of upgrades to deployment components on the successful use of this product:

Component | Upgrade Issue
--- | ---
Remote Server host computer operating system | If you upgrade the operating system for the Remote Server host computer, back up the file store to a remote location before you install the new operating system. After you re-install the Framework for Excel program, restore the file store to the location you prefer and use the ALI Excel Framework Control Panel to ensure the Remote Server configuration is correct.
Microsoft Excel installation on the Remote Server host computer | No additional steps are necessary when you upgrade to Microsoft Excel 2000 or Microsoft Excel 2003.
Note: | Make sure to open the Microsoft Excel application after installation and clear initialization dialog boxes.
Portal | The utilities BEA provides for portal upgrades account for the impact on remote services. If your Remote Server exists in a 4.5 or 4.5 WS portal deployment that is being migrated to 5.0.x, the upgrade has no impact on the Remote Server. However, you will notice that the upgrade utility removes the Excel Gadget Manager from the Portal Server database because it is not needed in portal 5.0.x