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Upgrading to MailSite Collaborator 8
Document #:10446

Applies To:
  • MailSite 8.0.x

Synopsis:

This document outlines the recommended steps when upgrading your MailSite installation. The document is designed to help system administrators plan MailSite server upgrades.

More Information:
The latest version of MailSite is available from the MailSite Customer Portal.
All MailSite installers overwrite MailSite Express pages if you select the option to install Express. Therefore any customizations/branding will need to be re-done.

MailSite 8 now comes with a new AJAX based web client called MailSite ExpressPro. The installer ships with both the older version 'Express' and 'ExpressPro'. ExpressPro requires the 'Microsoft .NET Framework Version 2.0' package to be installed for IIS on the server prior to install. If this package is not installed, 'ExpressPro' will not appear as an option during installation.

Registry Connector


If you are using the Registry Connector (typically customers with SE & LE keys) then you should:
  1. Back up your current accounts & settings. This can be done using the MSBACK tool*.
  2. If you are running MailSite 4.x, 5.x, 6.x** or 7.0.x then you can simply run the 8.0.x installer and it will upgrade your server.
  3. After the installation is complete, apply any hotfixes. Hotfix rollup packages are available from the download section of the MailSite website.
  4. Restart the MailSite services and ensure you can send and receive mail
  5. Reapply any Express and ExpressPro customizations.

*The backup file created from MSBACK is only required should you need to roll back during the upgrade.
**Customers running MailSite 6.0.6 will need to upgrade to MailSite 6.0.11 first and then upgrade to 8.0.x. MailSite 6.0.11 is available from ftp://ftp.mailsite.com/mailsite/6.0.11/

SQL Connector


If you are using the SQL Connector (typically customers with LE & SP keys) then you should:
  1. Back up your SQL Database
  2. Stop the MailSite services on the node you are upgrading. If you plan to refresh the stored procedures and tables then you should stop the services on ALL nodes at that time.
  3. If you are running MailSite 4.x, 5.x, 6.x or 7.0.x then you can simply run the 8.0.x installer.
  4. During the installation de-select the option to automatically start the MailSite Services. Apply any hotfix rollup packages.
  5. After installation is complete open up the MailSite Console and navigate to the "SQL Connector" option under "Server". Run though the wizard and select to refresh the stored procedures.
  6. You can bypass step 5 and use MS SQL Query Analyzer to manually refresh the stored procedures and tables. These files are located in the MailSite directory procedures.sql & tables.sql.
  7. Restart the MailSite services and ensure you can send and receive mail
  8. If you have more than one node you can continue to upgrade those servers. This can be done without interrupting the service (traffic will be routed to the MailSite 8 server you just upgraded).
  9. Reapply any Express or ExpressPro customizations.


Additional Information on Permissions


If the message store (commonly known as the BOX directory) is located within the MailSite directory and the size of the BOX directory is in the GB size range then there may be a delay caused when the installer attempts to write the permissions to the MailSite installation directory. In MailSite 6.1.2x and later you will be given a prompt as to whether you want the installer to silently set the permissions or if you wish to do this manually. If your BOX directory is located somewhere other than the default then you will need to set the permissions manually(if any change is required). If you have already had MailSite running previosuly then most customers will not need to change any permissions on the BOX.

See the related knowledge base articles below for recomended permissions.

Related:
See these other knowledge base documents:
Last revised 2008-10-21 		 
 

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