- Upgrade Usage Tracking and Install Knowledge Center
- Upgrade Usage Tracking and Install Knowledge Center
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- If you want to upgrade Usage Tracking from 3.6.1 and install Knowledge Center 12.1 at the same time, you can use the installer.
- The installer converts the existing tracking data from Usage Tracking into Knowledge Center data by connecting to the Usage Tracking data source and pulling the data into the Knowledge Center data source. To
- make this connection, you can provide a web.config file from Usage Tracking,
- or you can supply the connection string that the current version of Usage Tracking uses to connect to its data.
- When you upgrade Usage Tracking:
- All tracking data is converted and becomes a part of the new database.
- Any custom reports are converted and are available in the Reports Management application in Knowledge Center. See the
- Reports Management
- Users with administrator permissions in Usage Tracking are converted to Managers in Knowledge Center.
- Users with reporting permissions in Usage Tracking are converted to Reporters in Knowledge Center.
- All other users are preserved, with one exception. If you used NT authentication for Usage Tracking, and there are users, including reporters, who have never taken any content, the users must be recreated in Knowledge Center.
- All content must be republished in the new version of the Developer. You can publish content directly to the Knowledge Center server. See
- Publish Content
- To upgrade Usage Tracking and install Knowledge Center using an Oracle database, launch the Setup.exe file located in the root folder in the software installation files. If a Security Warning appears, click Run. You are then prompted to choose the language for the Installer, and the Install Wizard appears. During installation, you will proceed through these screens in the Install Wizard.
- : Depending on the product you are installing, this screen may appear. If it does, click
- License Key
- Browse
- : From this screen, you can access the Installation and Upgrade guides in Adobe Acrobat format.
- Welcome
- : From the
- Setup Type
- Configuration
- Knowledge Center
- : Specific services are required for installation. If the services are not running, this screen appears notifying you which services are needed. You can choose to start or enable the services and continue. Depending on the service, the installation may be aborted if it is not started.
- Setup Requirements
- Professional Edition only:
- : You can accept the default target location, or click
- Choose Destination Location
- Change
- : To upgrade Usage Tracking, select one of the
- Usage Tracking Conversion
- Yes
- Yes, get the connection string from the Usage Tracking Web.config file
- Browse
- Yes, enter the connection string manually
- System.Data.OracleClient
- : The
- Choose Web Site
- Available websites
- Application (virtual directory) name
- Note:
- Note:
- This screen appears if there is no secure web site available or if you did not select a secure web site on the Choose Web Site screen. It allows you to ignore the recommendation and continue with the installation, or create a secure web site manually and retry the installation.
- Web Site Options:
- : The URL of the web site is determined by the installer and used in the configuration settings of Knowledge Center. However, what the installer determines, and what the actual URL should be may not be the same, so the user can modify it as necessary. All DNS and proxy settings should be considered before changing the value. If no changes are needed, or if the user is unsure of the settings, the URL should be left as it is currently set.
- URL Settings
- : Choose
- Database System
- Oracle Database
- Note:
- : The installer requires a 32-bit ODBC driver to be installed to connect to the Oracle Database. If there is no ODBC driver, the installer installs one. This screen does not appear if an ODBC driver already exists. In the
- Oracle ODBC Components
- Path
- : The database scripts can be run manually or through the installer. It is also possible to create a schema outside of the installer using administrative privileges, but let the installer create the schema objects with a previously created schema user that has less privileges. If you have already run the scripts to create the database, click the
- SQL Script Options
- Yes, the scripts have already been run for this version
- No, the scripts have not been run, let the installer run them
- Note:
- : If the scripts have not been run, enter a valid system account name, password, and host string to connect to the Oracle Database server. The account entered in the
- Oracle Database Login
- User Name
- User Name
- Note:
- Specify a tablespace name, user name, and password and confirm the password. The user name is limited to 20 characters. The tablespace name is the name of the tablespace that is created or used during the installation; the user name is the user name that will be created or associated with the schema. This user name and password are also used for the Oracle application user that is created automatically. This user is for the application to read and write information to the database. If you want to specify a different Oracle application user, deselect the
- Choose Schema:
- Create Application User Based on These Credentials
- Specify a user name and password and confirm the password. This screen only appears if you deselected the Create Application User Based on These Credentials option on the previous screen.
- Application User:
- : The content root location is the physical location (path and folder name) for the content root. You can enter it in the field or click
- Content Root Information
- Browse
- : The Content Root folder is accessed by Knowledge Center by a Windows user that copies files and folders, so it needs the credentials of a user with the necessary privileges to perform these tasks. The Windows user can be created by the installer, or be an existing user.
- Content Root User
- : If you chose to install the server with standard authentication, enter a user name and password for the default administrator user, and confirm the password. If you chose to install with Microsoft Windows authentication, allow the system to use the current Microsoft Windows account or specify another valid Microsoft Windows user account and password. You must also enter a first and last name for the profile. The Middle initial and E-mail address are optional.
- Profile Credentials
- : The Knowledge Center needs certain permissions to complete the installation. If the installer detects any missing permission(s) it displays this screen, which lists the name of the folder, the user name, and the permission it needs before the installer can continue. If you are installing a Content root to the same server as the Knowledge Center, the permission must be applied to the specific folders for the Content root as well. The user account needed is used by the Content root Application Pool in IIS.
- Folder permission
- Yes, grant permission to the folders
- No, ignore permission and attempt to continue installation
- Retry
- : The Installation Wizard is ready to install the software. Click
- Ready to Install
- Back
- : This screen appears while the files are being installed, the schema and virtual directory are being created, and IIS is being configured.
- Setup Status
- : During the installation a file might be in use by the operating system on the computer; this will require a reboot to complete the installation. Also, make sure to run Windows update to get the latest patches from Microsoft. Click the URL to open Knowledge Center in your default browser.
- Installshield Wizard Complete
- To upgrade Usage Tracking and install Knowledge Center using a Microsoft SQL Server database, launch the Setup.exe file located in the root folder in the software installation files. If a Security Warning appears, click Run. You are then prompted to choose the language for the Installer, and the Install Wizard appears. During installation, you will proceed through these screens in the Install Wizard.
- : Depending on the product you are installing, this screen may appear. If it does, click
- License Key
- Browse
- : From this screen, you can access the Installation and Upgrade guides in Adobe Acrobat format.
- Welcome
- : From the
- Setup Type
- Configuration
- Knowledge Center
- : Specific services are required for installation. If the services are not running, this screen appears notifying you which services are needed. You can choose to start or enable the services and continue. Depending on the service, the installation may be aborted if it is not started.
- Setup Requirements
- Professional Edition only:
- : You can accept the default target location, or click
- Choose Destination Location
- Change
- : To upgrade Usage Tracking, select one of the Yes options on this screen. If you select the
- Usage Tracking Conversion
- Yes, get the connection string from the Usage Tracking Web.config file
- Yes, enter the connection string manually
- System.Data.SqlClient
- : The Available websites list contains the list of all web sites available to the user, allowing you to choose the most appropriate one. Preference is given to secure web sites. In the Application (virtual directory) name box, you can enter the name you want to use for the virtual directory, or accept the default. You also select the mode to use to authenticate the users, either Windows or Standard. Later, when you supply the credentials for the initial Profile, you must choose the same authentication mode.
- Choose Web Site
- Note
- Note
- : This screen appears if there is no secure web site available or if you did not select a secure web site on the Choose Web Site screen. It allows you to ignore the recommendation and continue with the installation, or create a secure web site manually and retry the installation.
- Web Site Options
- : The URL of the web site is determined by the installer and used in the configuration settings of Knowledge Center. However, what the installer determines, and what the actual URL should be may not be the same, so the user can modify it as necessary. All DNS and proxy settings should be considered before changing the value. If no changes are needed, or if the user is unsure of the settings, the URL should be left as it is currently set.
- URL Settings
- : Choose
- Database System
- Microsoft SQL Server
- Note:
- : If you have already run the scripts to create the database, click the
- SQL Script Options
- Yes, the scripts have already been run for this version
- No, the scripts have not been run, let the installer run them
- : From the
- Microsoft SQL Server Login
- Database server
- : Accept the default name for the database or enter a custom name. If you have already run the scripts, you must use the name of the database you created. Specify an existing database user ID and password and confirm the password, if necessary, or, if you have not run the scripts, you can also specify a new database user ID and password. The installer will create the login, if necessary, grant the login access to the database, and give it the appropriate permissions. If you ran the scripts to create the database, you must use the login you created.
- Choose Database
- : The content root location is the physical location (path and folder name) for the content root. You can enter it in the field or click
- Content Root Information
- Browse
- : The Content Root folder is accessed by Knowledge Center by a Windows user that copies files and folders, so it needs the credentials of a user with the necessary privileges to perform these tasks. The Windows user can be created by the installer, or be an existing user.
- Content Root User
- : If you chose to install the server with standard authentication, enter a user name and password for the default administrator user, and confirm the password. If you chose to install with Microsoft Windows authentication, allow the system to use the current Microsoft Windows account or specify another valid Microsoft Windows user account and password.
- Profile Credentials
- : The Knowledge Center needs certain permissions to complete the installation. If the installer detects any missing permission(s) it displays this screen, which lists the name of the folder, the user name, and the permission it needs before the installer can continue. If you are installing a content root to the same server as the Knowledge Center, the permission must be applied to the specific folders for the content root as well. The user account needed is used by the content root application pool in IIS.
- Folder permission
- Yes, grant permission to the folders
- No, ignore permission and attempt to continue installation
- Retry
- : The Installation Wizard is ready to install the software. Click
- Ready to Install
- Back
- : This screen appears while the files are being installed, the database and virtual directory are being created, and IIS is being configured.
- Setup Status
- : During the installation a file might be in use by the operating system on the computer; this will require a reboot to complete the installation. Also, make sure to run Windows update to get the latest patches from Microsoft. Click the URL to open Knowledge Center in your default browser.
- Installshield Wizard Complete