Upgrading HotDocs Hub to a later version

You can upgrade the HotDocs Hub to a later version by following the steps below.

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Prerequisites

Before you begin the upgrade procedure, you should capture the pre-upgrade configuration settings of your existing Hub installation. You should also have a copy of the Invoke.ps1 you used for the initial Hub installation.

1. Backup the Hub installation folders

You should make a backup of the existing Hub installation folders before you upgrade Hub. This makes it easier to roll back the deployment if necessary. To backup the installation folders:

1. Navigate to the Hub installation root directory; by default this is C:\inetpub\wwwroot
2. Select the folders for the installed Hub applications.
3. Copy and paste the folders into another folder on your hard drive; this should be a folder separate to the current Hub installation root directory

2. Uninstall the Hub

Next, you can uninstall the Hub:

1. Open Control Panel.
2. Navigate to Programs > Uninstall a Program.
3. Select HotDocs Template Hub from the list.
4. Click Uninstall.

3. Install the new version of Hub

Next, you must install the new version of Hub using the installation instructions for your specific configuration. From your previous installation of Hub, you should already have an Invoke.ps1 script populated with the required configuration settings.

To re-run the Invoke.ps1 configuration script:

1. Run Powershell as an administrator.
2. Change the directory to the Post-Installation Files > Scripts folder.
3. Edit the Invoke.ps1 script in a text editor to check the installation parameters against your previous Hub configuration settings.
4. (Optional) If you are using HotDocs Web Services, change the HdCoreServiceUrl value in Invoke.ps1 to the URL for your installed version of HotDocs Web Services, e.g. https://exampleserver/HDSWebAPI/api/hdcs/
5. Run the Invoke.ps1 script in Powershell, using the following command with your own values replacing the {placeholder} values:
   .\Invoke.ps1 -EnableOAuth2 {enable-oauth2} -SqlServer "{sql-server-name}" -SqlUser {sql-username} -SqlPass {sql-password} -IisWebSite "{website-name}" -IisHostName "{host-name}" -IisAppRoot "{hub-application-root}"
   Where:
• enable-oauth2 – must be:
• true for installations with user management and with Active Directory
• false for installations without user management
• sql-server-name – name of the SQL Server where the Hub databases are installed; e.g. .\sqlexpress.
• sql-username – name of SQL user that has read and write permissions to the Hub databases.
• sql-password – password associated with the SQL user above.
• website-name – name of the website under which HotDocs Hub is installed; e.g. Default Web Site.
• host-name – name of the server on which the HotDocs Hub is installed, e.g. exampleserver01; the name must be the same as the one used by your security certificate.
• hub-application-root – path to root installation directory containing the HotDocs Hub applications; e.g. C:\inetpub\wwwroot.

The new version of HotDocs Hub is now installed.

4. (Optional) Configure HotDocsIdentityServer

Note: You only need to configure IdentityServer if you configured Hub to use Active Directory.

You must configure the HotDocs Identity Server application with the location of the Windows Authentication application.

1. Select the HotDocsIdentityServer application in IIS.
2. Open Application Settings.
3. Select the MetadataAddress key.
4. Click Edit.
5. Enter URL of the webhostwinauth application in the Value field; by default, this is https://localhost/webhostwinauth. You should use the full machine name of the server instead of localhost.
6. Click OK.

5. Check Hub is configured to use HotDocs Web Services

If you are using HotDocs Web Services (rather than Cloud Services), check that the upgraded version of Hub is configured to use Web Services:

• Configure HotDocs Hub (with user management) to use Web Services
• Configure HotDocs Hub (without user management) to use Web Services