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Matrix42 Self-Service Help Center

Update

 Overview

To perform update from earlier versions for Matrix42 Software Asset & Service Management, you should run the .exe file as administrator. You may need new license keys for the update.

Prerequisites

Clarify Customizing Changes

Clarify that the documentation about customizing changes of your system is complete and up-to-date:

  • Configurative changes in the Administration workspace, such as data definitions, tabulators, etc.
  • Manual changes of the databases (DB triggers, DB indexes, etc.)

All manual changes of the databases of Matrix42 Software Asset & Service Management may interfere with the update process. This also includes database performance optimizations that have been applied by using the Microsoft SQL Server Database Engine Tuning Advisor. To ensure correct updates, please revert such changes before the update and restore them after the update, if necessary.

  • Changed binaries (DLL files)
  • Changed/additional theme for the Matrix42 Self Service Portal
  • Changed portal pages (ASCX files)
  • Changed script files (e.g., .js)
  • Changed import definitions (DTS files)
  • Changes in configuration files (e.g., sps.config, web.config)

If Matrix42 Consulting customized your system, then you should find the following functionality for documenting customizing changes at the Administration workspace:

SVS_UPD_000.png

Please also use this functionality to check for existing customizing changes and to complete your documentation.

If Matrix42 Consulting or Matrix42 Implementation Partner made customizing changes, please ask your contact person for specification and updatability of the changes.

For future product updates it will be useful to create a checklist with all customizing changes to ensure that all changes are covered by testing procedures.

Test the Update in the Test Environment

Perform the planned update on a test environment that is as similar as possible to the current state of production environment. If you do not have such environment, please refer to the Server Migration Guide for more information about setting up a new environment and migrating the application to it.
Perform a functional test with highest care. Please note that all areas should be touched by your tests to ensure that the application is running properly:

  • Matrix42 Software Asset & Service Management Console
  • Matrix42 Self Service Portal
  • All important customizings

Back Up the Application

To back up the application, follow these steps:

  1. Back up the %programfiles%\Matrix42\Matrix42 Workplace Management directory.
  2. Please pay special attention to the web.config file, as you may need to reapply the contained configuration to the application after the update procedure.

Please pay special attention to the web.config file, as you may need to reapply the contained configuration to the application after the update procedure.

  1. Take the databases offline and perform full backup of the following databases:
  • M42STORE
  • M42ARCHIVE
  • M42WAREHOUSE
  • M42INSTANCESTORE
  • M42MONITORING
  • Matrix42 Service Store (Analysis Services)

Database names may differ if you renamed them by using the Configuration Wizard.

  1. Back up all reports that are part of customizing.

For assistance on performing backups please refer to the respective SQL Server documentation of Microsoft.

Validate the UI Queries

  • Update on Windows Server 2008

Open the Configuration Wizard (Start > All Programs > Matrix42 > Matrix42 Software Asset & Service Management > Configuration Wizard) and run System Consistency Check.

  • Update on Windows Server 2012

Open the Configuration Wizard from Metro Desktop and run System Consistency Check.

Check the Release Notes and Contact Matrix42

  1. Check the release notes of the planned update:
  • Note special update instructions
  • Check the list of fixed problems for fixes that you are expecting and problems that are already fixed by a Hotfix that is installed on your system.

If a problem number that was fixed by a Hotfix on your system is missing in the release notes, please contact Matrix42 Helpdesk before you perform the update.

  • Check the impact of known issues on your individual usage scenario.
  1. Consider information about new or changed functionality, which may have impact on your processes and customizings.
  2. This update may include changes in the GUI. If you have any internal documentation that describes processes with Matrix42 Software Asset & Service Management, update these documents if necessary.
  3. Please contact your responsible consultant or the Matrix42 Helpdesk before you continue the update process, if you are using one of the following customizings:
  • Manually changed database (DB triggers, DB indexes, etc.)
  • Changed binaries (DLL files)
  • Changed/additional theme for the Matrix42 Self Service Portal
  • Changed portal pages (ASCX files)
  • Changed script files (e.g., .js)
  • Changed import definitions (DTS files)
  • Changes in configuration files (e.g., sps.config, web.config

 

To proceed with the update, follow the links below:

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