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Upgrading to MailSite Fusion 9.x

Document #:10490

Applies To:

MailSite 9.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.

When upgrading from a previous version of MailSite the installer will overwrite MailSite Express and MailSite ExpressPro files. Therefore any customizations/branding will need to be reapplied to this version.

MailSite 9 now comes with an ActiveSync Server which provides the the ability to sync email, calendars and contacts to smartphones including Windows Mobile, iPhone 2.0 and Nokia. This component requires the installation of IIS and the Microsoft ASP.NET Framework 2.0. The ActiveSync server will be automatically installed if you elect to install 'MailSite ExpressPro, Calendar & AirSync Services' when running the 9.x installer.

Registry Connector

If you are using the Registry Connector (typically customers with SE & LE keys) then you should:

Back up your current accounts & settings. This can be done using the MSBACK tool*.
Backup any Express, ExpressPro or Web Console customizations.
If you are running MailSite 4.x, 5.x, 6.x**,7.x, 8.x or a previous version of V9, then you can simply run the 9.x installer and it will upgrade your server. Any Express, ExpressPro or Web Console customizations will be overwritten and must be reapplied.
After the installation is complete, apply any hotfixes. Hotfix rollup packages are available from the Download section of the MailSite website.
Restart the MailSite services and ensure you can send and receive mail.
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 9.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:

Back up your SQL Database
Back up any customizations to Express, ExpressPro and the Web console. These customizations will need to be reapplied to MailSite V9.
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.
If you are running MailSite 4.x, 5.x, 6.x, 7.x, 8.x or a previous version of V9, then you can simply run the 9.x installer.
During the installation de-select the option to automatically start the MailSite Services. Apply any hotfix rollup packages after the installer completes. Hotfix rollup packages are available from the Download section of the MailSite website.
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. This will update your Database to the version 9 Tables and Procedures.
You can bypass step 6 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.
Start the MailSite services and ensure you can send and receive mail.
If you have more than one node you can continue to upgrade those servers. This can be done without interrupting the service (MailSite 8 engine can run against the MailSite 9 database).
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 previously then most customers will not need to change any permissions on the BOX.

See the related knowledge base articles below for recommended permissions.

See these other knowledge base documents:

Last revised 2009-4-2

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