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Table of Contents


Info

Prior to upgrading schedule, we recommend that you back up the following tables:

GP System Database

  • K2A_Area
  • K2A_Role – User Roles
  • K2A_RolePermissions – User Roles
  • K2A_Settings – Settings and Configuration
  • K2A_User_Role – User Roles

Company Database

  • K2A_ResourceExtension – Technician Details
  • SV00113 (Vehicles) – Used for Schedule Mapping/Routing

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Prior to upgrading the Key2Act Service Library and application, the Schedule installation requires directories and may require updated files to be placed on your server.

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  1. If you are continuing the installation from the steps above, the Schedule Web Installer window displays to set up the web service. You can manually open this by going to Start > Signature > Schedule Web Installer.

  2. A check is run to verify Microsoft NetCore installed. If you do not, a message displays indicating that you need to install this. To do so, choose the hyperlink .NET Core Windows Server Hosting Bundle from the installation window.

  3. On the Install/Update Service Library tab, enter the following information: 

    • SQL Server
    • Admin SQL User
    • Password
    • GP System Database – The database defaults to DYNAMICS, however you can change this if you have a different name.

  4. Choose Login to display the companythe company/companies and then choose the Company for this Upgrade. This option lets you upgrade multiple companies during one upgrade. If you later have a need to upgrade the Schedule Web Service for more companies, see Install the Schedule Web Service for Additional Companies.

  5. Enter the Port for Web Services. The default port is 80. If you will be integrating with ESMS, enter 443 (the default port for https). Once you tab off the field, a message displays indicated that port 443 requires your domain name and a trusted certificate. Choose OK. Enter the Domain Name . Current users upgrading should contact Key2Act customer support for assistance.

  6. Enter the physical folder location for Key2Act Service Library files.

  7. Set the Schedule 'admin' Password. This is the administrator's password to log into Schedule

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  8. Choose Upgrade.

  9. Choose OK in the message that displays. 

  10. At this time you will need to stop the Key2Act_ServiceLibrary application pool in the IIS Manager before continuing.

  11. From the Install/Update Key2Act Schedule tab, enter the URL for the Key2Act Service Library web service.
  12. Choose Test. The current Service Library version displays in the field if successful.

  13. Choose Upgrade.

  14. When the installation is complete, a message displays at the bottom of the window and a hyperlink is provided to your Schedule website. If you used port 443, verify that the url begins with https://.

  15. If you are upgrading Schedule, start the KEY2ACT_ServiceLibrary application pool that was previously stopped.