<< Click to Display Table of Contents >> Navigation:  Administration and Configuration > Overview of EQuIS Updates

•EQuIS Components to be Updated or Installed, by Module

•Considerations

•General Process for Updating EQuIS

•Significant EQuIS Database Changes

 

Upgrading the build of an EQuIS database, such as from 7.0.0.19300 to 7.22.1 or 7.22.2 to 7.23.1, involves multiple components, depending on the modules associated with the database:

1.Applications and Extensions – EQuIS Professional (which includes EQuIS Alive, DQM, and Risk3T), EDGE, EQuIS Collect, EQuIS EnviroInsite, SPM

2.Schema – Any that exist in the database that have been updated, or any that should be added

3.Site – EQuIS Enterprise and associated modules used in Enterprise (Collect, EnviroInsite, Live, SPM)

4.Workflow – EQuIS Enterprise, EQuIS Live

5.Reports – Any that require republishing

6.Formats – Any that require updating on a drive (outside of the EQuIS installation), in the database, or on the site

7.Templates – Any that require updating

 

EQuIS Components to be Updated or Installed, by Module

 

The following table shows the components to be updated and installed with each EQuIS update. If a new build of a specific product or module has not been released since the previous update, no changes are needed for that specific product or module.

 

 

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Considerations

 

Consider the approach to take:

•Will the database initially be moved or copied elsewhere for testing while the original database and site remain active?

oLicense linking will be required, plus a future permanent upgrade of the production database and site.

•Are the database and site being upgraded in-place?

oDowntime will be required.

•Are any new servers involved?

oTemporary licenses will be required.

oPrerequisites will need to be installed such as ASP.NET and IIS.

•Has the licensing model for the portfolio changed since the previous upgrade?

oFor example, EQuIS 6 licenses such as the Professional Ultimate or Enterprise Gold licenses no longer exist.

•Does the original database build pre-date EQuIS 7.0.0.19144?

oCheck the Significant Changes section.

•Do the people involved in the upgrade have the appropriate access for the upgrade, as well as good knowledge of their environment, to continue?

 

General Process for Updating EQuIS

 

If moving databases or servers during the upgrade, replace Steps 4-7 with the process described on EQuIS Database or Enterprise Server Migration.

1.Check the Hardware and System Requirements for the new build to ensure that EQuIS will be compatible with your environment. If unsure, consult EarthSoft Support.

2.Follow the preparation steps for a database upgrade (backing up the database, determining modules to upgrade, downloading programs and modules). Sort the VW_DB_VERSION view by descending VERSION to see the latest database version/build (based on the top record or the topmost MODULE='Professional' record).

3.Check Release Notes for all builds – or, at minimum, the build summary pages – since your current build to determine what else (e.g. reports or custom file references) may need updating.

4.If EQuIS Professional was previously installed, uninstall EQuIS Professional.

•Following uninstallation, check the EQuIS folder and note any remaining files. Some of these files may need replacing with the new build. Moving these files to a different folder can help avoid conflicts

5.Extract and, if using an installation mode (as opposed to the extract-only xcopy), reinstall EQuIS Professional.

•Configure features as needed; common choices to install are the EQuIS Report Library and System Format Files, while common choices to remove are unused modules. If in doubt, consult the EQuIS Administrator.

6.Update the EQuIS database.

7.Update the Enterprise site by following the steps in Enterprise 7 to 7 Upgrade or, for hosting in the Azure cloud, Enterprise 7 to 7 Upgrade on Azure. This upgrade will include EQuIS Live widgets.

8.Re-extract/reinstall (in any order) other updated EQuIS programs in use, such as the following:

•Collect Mobile

•EDGE

•EQuIS EnviroInsite

•EQuIS Live Agents

•SPM

9.Re-extract/reinstall (in any order) updated EQuIS extensions in use, such as the following:

•ArcEQuIS

•EQuIS Data Connector for Microsoft Power BI

10.Follow the instructions for each module regarding installation of their Enterprise components:

•Collect Enterprise

•EQuIS EnviroInsite

•SPM Enterprise

11.Republish any EQuIS reports that had previously been published. Refer to the ST_REPORT system table to see which reports have been published already.

12.Add module DLLs (e.g., EarthSoft.Live.dll or the DQM report) and report dependency files to the Enterprise bin folder.

13.Update formats in DT_FILE and the Enterprise site backend.

 

Significant EQuIS Database Changes

 

These EQuIS 7 changes may involve extra administration or checks:

•Administrators should remove legacy license levels and roles, such as EQuIS Professional Ultimate or EQuIS Enterprise Bronze or Gold, prior to an upgrade. Contact EarthSoft Support to confirm which licenses are no longer used and to request removal keys.

•Build 7.0.0.19046 and up require Microsoft .NET Framework v4.7.2 with ASP.NET.

•Build 7.0.0.19144 added requirements for the END_DEPTH field in DT_LITHOLOGY. Please peruse the EarthSoft Community Center Forum post, "Adding END_DEPTH as a new (required) column in the DT_LITHOLOGY table", and run the SQL query in the comments to find any problem records.

oIf no records are returned, then no action needs to be taken. If records are returned, correct the problem by populating either DT_LOCATION.TOTAL_DEPTH or DT_WELL.DEPTH_OF_WELL for the given location (i.e. FACILITY_ID and SYS_LOC_CODE).

•In build 7.0.0.19144+, Application-Level Security (ALS) roles may need Viewer permissions added for the new Modules object type added for EQuIS Professional button control. Otherwise, buttons will be disabled for the EQuIS Professional users within that role.

•EQuIS Enterprise 7.20.2+ requires Owner permissions on Groups/Folders or Admin permissions to add or remove objects from folders.

•In EQuIS Enterprise 7.20.3+, users in the Admin role without an Application Level Security (ALS) role assigned will need that to access EQuIS Professional. Please ensure that admin users requiring Professional access have a single ALS role assigned.

•In EQuIS Professional 7.20.3+, any custom reports or formats must be recompiled with strong naming, as described in Approve Strongly Named Custom Assemblies.

•In EDP 7.22.1+, any custom formats must be recompiled with strong naming, as described in Securing EDD Formats.