Upgrading ReportWORQ

Upgrades

This section covers all of the supported upgrade options in ReportWORQ 5:

• Upgrading from ReportWORQ 5

  • Full Installation

  • In-Application Upgrades

• Upgrading from ReportWORQ 4.4

Upgrading from ReportWORQ 5

There are 2 ways to upgrade ReportWORQ 5 software:

1. First-time installs or major upgrades

   • Download and run the full ReportWORQ 5 installation package.

2. Upgrades or patches to existing ReportWORQ 5 installations

   • Select and install new versions from within the ReportWORQ application

Upgrades to a ReportWORQ 5 release will retain all of the settings and license information so long as the new installation occurs in the same directory where ReportWORQ was previously installed.

Full Installation Upgrades

The following steps are only required when installing to a new machine, or when the core ReportWORQ Boostrapper service is updated in a new release:

1. Download software.

2. Take note of the current Startup settings (Automatic vs. Manual) and the "Logon As" account that the ReportWORQ Bootstrap Service is running before installing any new software.

3. Backup ReportWORQ data from the Settings screen.

4. Stop the ReportWORQ Bootstrap Service.

5. Install the new version of ReportWORQ (to the same installation directory if upgrading an existing installation).

6. Open the Windows Services console and update the ReportWORQ Bootstrap Service's settings to match those from step 2, if necessary.

7. Start the ReportWORQ Bootstrap Service.

8. Log in to ReportWORQ to verify the application is running properly.

9. Restore the Backup of ReportWORQ data.

In-Application Upgrades

Most ReportWORQ 5 upgrades can be performed without running a full ReportWORQ installation. The in-app upgrade console can be found by clicking the "Software Versions" icon and accessing the list of available versions while logged in as an administrator:

Official releases have been fully regression tested and are recommended unless otherwise instructed by support. Official releases will be highlighted to differentiate them from Preview releases.

The following buttons on each listed version can be used to manage upgrades and select the version that you would like to run:

Upgrading from ReportWORQ 4.4

ReportWORQ 5 can automatically convert ReportWORQ 4.4 application "data" (jobs, report definitions, recipients, etc...) to the latest-supported format.

The first step in the upgrade process from ReportWORQ 4.4 is to complete the Installation and Configuration of ReportWORQ 5 and to log in to the application as an administrator.

The next step in the upgrade process from ReportWORQ 4.4 is to configure the same data source and distributor settings in ReportWORQ 5 since they are not migrated as part of the upgrade. There is an additional requirement to set up Report Providers which are new to ReportWORQ 5. These steps are summarized as follows:

1. Configure Report Providers (NEW)

2. Configure Datasources

3. Configure Distributors

All of these settings are configurable from the Integrations side menu option in ReportWORQ

Click the New Integration... drop-down to set up a new integration:

After configuring all of the prerequisite data source connections and distributors in ReportWORQ 5, you can restore a backup of your ReportWORQ 4.4 content. Once restored, we strongly recommend reviewing and testing all upgraded jobs, recipients, schedules, etc. to make sure all settings and connections are working as expected. Once all upgrade testing is complete you should shut down and uninstall ReportWORQ 4.4.