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Progeny Upgrade Guide

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Progeny Upgrade Guide Progeny Upgrade Guide Progeny Upgrade Guide Page | 1 Contents Getting Started .............................................................................................................................................. 3 A note about Progeny Downloads and Updates .............................................................................. 3 Progeny Desktop Client Update/Upgrade .................................................................................................... 3 Before Updating/Upgrading the Progeny Desktop Client ............................................................... 3 Upgrading the Progeny Desktop between major versions (Ex. 9 to 10) .......................................... 4 Updating the Progeny Desktop between minor versions (Ex. 10.0.0.0 to 10.2.0.0) ....................... 7 Licensing the desktop client ............................................................................................................. 9 Upgrading the Database ................................................................................................................ 10 Database Server Upgrade ........................................................................................................................... 11 Upgrading the Database Server ..................................................................................................... 11 Changing the Database Service ...................................................................................................... 14 Web Server Upgrade ................................................................................................................................... 18 Web Server Components and Installation Requirements ............................................................. 18 Java................................................................................................................................................. 18 Apache Tomcat Upgrade ............................................................................................................... 18 Progeny Web Application (ROOT.war file) .......................................................................................... 22 Licensing and Configuring the Progeny Web Application ................................................................... 27 Firewall Rules ...................................................................................................................................... 29 Contact Progeny Support ............................................................................................................... 32 Progeny Upgrade Guide Page | 2 Getting Started This documentation will assist with upgrading the major components of the Progeny application and provide basic options for customizing the installation. As always, Progeny Support is available to assist should users have any questions about the applications upgrade process or if your network has special/non-standard configurations that require additional consideration. A note about Progeny Downloads and Updates Progeny does not ship physical media for its software. The installation and update files are delivered via digital download. Use the credentials from the introductory email along with hyperlinks from this document/hyperlinks from a Progeny representative to download the various components of Progeny. When updates are issued, Progeny will send an email notification containing a hyperlink to the update and release notes. • Updates to the Progeny Desktop Client are provided in the form of a .exe file which is downloaded and run on the end user’s PC. • Progeny Desktop Client update notices will be sent to anyone on our email notification list. o To be added to the email notification list, please contact Progeny Support. o Updated versions are also available from the login screen of the Progeny Desktop client via the Acct Info... then the Update... button. Progeny Desktop Client Update/Upgrade Before Updating/Upgrading the Progeny Desktop Client When updating the Progeny desktop client to a newer version, ALL other desktop clients MUST be updated to the same version. Any desktop client that is not updated will not be able to log into the updated database until it has been updated to the same version as the others. Log into the desktop computer with a user account that has LOCAL ADMINISTRATIVE rights. Without LOCAL ADMINISTRATIVE rights, users will not be able to complete the installation of the Progeny desktop client. BEFORE GOING ANY FURTHER - make sure to create a backup of all active databases. The conversion CANNOT BE REVERSED. From the database server, make manual backups of BOTH the database file and the transaction log file for each database that will be upgraded. Before installing any of the Progeny software, verify the computer configuration meets the System Requirements. To look up the computer’s configuration, use the following options based on the operating system version: • Windows 10 – Type in the windows search bar, at the bottom left of the taskbar, System and choose System when it appears. Progeny Upgrade Guide Page | 3 • Windows 8 - Hold down the Windows key and press X on the keyboard (WIN+X) and choose System from the menu that appears. • Windows 7 - Open Control Panel, click on System and Security and click System. Once that is confirmed, then you can proceed to download the Progeny Desktop Client. NOTE: This requires your Customer Number. If you do not know this number, reach out to Progeny Support for assistance. The Progeny Upgrade process requires downtime to be scheduled. All users must be notified ahead of time so that the proper downtime can be scheduled. The upgrade process usually takes around an hour, depending on your Progeny configuration. All users must be disconnected from the database and no- one will be able to log back into Progeny during this process. Upgrading the Progeny Desktop between major versions (Ex. 9 to 10) 1. Double-click the new Progeny executable file to launch the installation wizard. 2. Click Next to proceed to the Software License Agreement. Progeny Upgrade Guide Page | 4 3. Please take a moment to read the License Agreement. When ready to proceed, select the I accept the terms in the license agreement radio button and click Next. 4. Click Next to save Progeny to the default directory: C:\Program Files (x86)\Progeny Software\Progeny 10: Progeny Upgrade Guide Page | 5 5. Click Install to continue the installation process. 6. The installation process usually takes between 12 seconds to 1 minute, depending on the computer. When a successful confirmation message is displayed, click the Finish button to complete the installation and close the installer window. Progeny Upgrade Guide Page | 6 7. You can then uninstall the older version of the desktop client from the computer. Updating the Progeny Desktop between minor versions (Ex. 10.0.0.0 to 10.2.0.0) 1. Double-click the new Progeny executable file to launch the installation wizard. 2. Click Yes to confirm upgrading. Progeny Upgrade Guide Page | 7 3. Click Next to proceed with the update process. 4. The update process usually takes between 12 to 30 seconds, depending on the computer. When a successful confirmation message is displayed, click the Finish button to complete the update of the installation file and close the installer window. Progeny Upgrade Guide Page | 8 Licensing the desktop client When upgrading Progeny, you will have to re-license the upgraded version because each major version has its own specific settings for storing the license information. 1. Launch the Progeny application from the desktop: 2. When attempting to log in to the database, the Progeny Registration window will appear. Input the License ID for your institution. 3. Click Verify. Progeny Upgrade Guide Page | 9 4. Click OK. For the Progeny client and web software to be licensed, a connection to and from the Progeny Licensing Server must be allowed: gls.progenygenetics.com As mentioned above, be sure to back up the database file as well as the log file before continuing to update the database. This is important in case we will have to revert the database due to unforeseen issues. Upgrading the Database 1. During the licensing of the desktop client, while trying to log into a database, you will then see another window pop up right afterward. Click OK on the Confirm Database Maintenance window to confirm the upgrade maintenance on the database. All users will need to be disconnected from the database to complete the database upgrade. Progeny Upgrade Guide Page | 10 2. Click Start on the Database Conversion Progress window to begin the conversion. Depending on the size of your database, this conversion process can take several minutes. Please do not cancel, stop, kill, or otherwise interrupt the process until it is complete. This could possibly cause database corruption. 3. Once the conversion is completed successfully, you will then be logged into the database. Database Server Upgrade Upgrading the Database Server This upgrade is only necessary if you are utilizing Progeny 8 or 9 Server. This will upgrade to Progeny 10 Server. If you already have Progeny 10 Server installed, you do not need to upgrade the Database Server and you should skip this section. Upgrading the Progeny Database Server application is a straightforward process which should take no more than 10 minutes. First, download the Progeny 10 Server installation file and run the installer: http://www.progenygenetics.com/software/server/current.html
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