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Upgrading to Foundation 11.x User Governance or Foundation 11.x Enterprise

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The following sections describe how to upgrade from Winshuttle Foundation 10.x (Workgroup or Enterprise) to Winshuttle Foundation 11.x User Governance or Foundation 11.x Enterprise.

Note: Upgrading to Foundation 11.2.0

If you are upgrading from a Foundation module version older than 11.x (e.g. 10.x), you must first upgrade your current 10.x installation (Central, Server, and Workflow) to its 11.1.0 equivalent (User Governance, SAP Integration Server, Workflow), and then upgrade each installation from 11.1.0 to 11.2.0 using its respective upgrade wizard/installer.

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Prerequisites

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Foundation 10.x version(s)

  • Winshuttle Central 10.7 Hotfix 2 or later

    The following instructions can only be used if you are Upgrading from Winshuttle Central 10.7 Hotfix 2 (or later) to Winshuttle Foundation 11.x User Governance.

Before you upgrade:

  • The installation account requires the SPDataAccess role on every Content Database hosting a Winshuttle site.
  • Complete all Designer workflows.
  • Complete all background data posting jobs (AutoRun and Run Later Server).
  • Complete all Out of box/Winshuttle workflows, as well as any corresponding tasks.Note: Workflows created and published through Winshuttle Composer will continue to work after upgrade/migration.
  • Complete all Backup/Restore operations.
  • Backup any related virtual machines and/or databases before starting an upgrade or migration.
  • Make sure you have your License Management System activation code available, and any corresponding licenses available in the 10.x environment.
  • Connect the Workflow Administration site to the Winshuttle User Governance site prior to upgrading, otherwise the Winshuttle History option will not be available in the Data File Library for document workflows.

Note: The following steps assume you are a local administrator on the given servers and have elevated permissions to deploy Farm level features in SharePoint. For more information, see account requirements.

Upgrading Foundation User Governance 11.1.0 to User Governance 11.2.0

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  1. Right-click the setup/installer, and then click Run as administrator.
  2. On the System Check page, click Next.
  3. Select Upgrade, and then click Next.
  4. Click Next.
  5. After the upgrade has completed, click Next, and then click Finish.

Note: Installation logs can be found at c:\users\<useraccount>\appdata\roaming\winshuttle\foundation\logs.txt

Upgrading Foundation 10.x Workgroup to Foundation 11.1 User Governance

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Use the following instructions if you are upgrading from Winshuttle Central 10.7 Hotfix 2 (or later) to Winshuttle Foundation 11.x User Governance.

  1. Install the License Management System on the same or a separate machine. Save the LMS URL created during installation. During installation, the first user for LMS (i.e. Winshuttle Admin) should be the same as the Site Collection Admin on the Foundation User Governance site. Note: The Winshuttle Admin account is the account or user designated to administrate the entire Winshuttle platform.
  2. Copy v11.1 User governance installer to the SharePoint Server machine, and then run Setup.exe.
  3. Select Upgrade, and then complete the upgrade installation process.
  4. Give dbOwner permissions to the Web Application App Pool user for the User Governance database. Note: You will only need to do this if you are using an account that is separate from the App Pool to install.
  5. Using the Site Collection Admin user account, launch the Winshuttle User Governance site, and then provide the LMS URL (created in Step 1).
  6. Enter the Activation code, and then click Activate.
  7. Click Setup Foundation.
  8. Wait for two Migration jobs (displayed in Manage scheduled Jobs page) to complete so that all users and ROI data is available.

Upgrading Foundation 10.x Workgroup to Foundation 11.1 Enterprise

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Use the following instructions if you are upgrading from Winshuttle Central 10.7 Hotfix 2 (or later) to Winshuttle Foundation 11.x Enterprise.

  1. Install the License Management System on the same or a separate machine. Save the LMS URL created during installation. During installation, the first user for LMS (i.e. Winshuttle Admin) should be the same as the Site Collection Admin on the Foundation User Governance site. Note: The Winshuttle Admin account is the account or user designated to administrate the entire Winshuttle platform.
  2. Copy v11.1 User governance installer to the SharePoint Server machine, and then run Setup.exe.
  3. Select Upgrade, and then complete the upgrade process.
  4. Give dbOwner permissions to the Web Application App Pool user for the User Governance database. Note: You will only need to do this if you are using an account that is separate from the App Pool to install.
  5. Install Winshuttle SAP Integration Server 11.x
  6. Install Winshuttle Workflow 11.x
  7. Install Winshuttle Composer
  8. Using the Site Collection Admin user account, launch the Winshuttle User Governance site, and then provide the LMS URL (created in Step 1).
  9. Enter the Activation code, and then click Activate.
  10. Enter the URLs for Winshuttle Workflow, Winshuttle Composer, and Winshuttle SAP Integration Server.
  11. On the final screen of the activation wizard, click Setup Foundation.
  12. Wait for two Migration jobs (displayed in Manage scheduled Jobs page) to complete so that all users and ROI data is available.

Upgrading Foundation 10.x Enterprise to Foundation 11.1 Enterprise

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Use the following instructions if you are upgrading from Winshuttle Foundation 10.7 Hotfix 2 (or later) to Winshuttle Foundation 11.x Enterprise.

  1. Install the License Management System on the same or a separate machine. Save the LMS URL created during installation. During installation, the first user for LMS (i.e. Winshuttle Admin) should be the same as the Site Collection Admin on the Foundation User Governance site. Note: The Winshuttle Admin account is the account or user designated to administrate the entire Winshuttle platform.
  2. Copy v11.1 User governance installer to the SharePoint Server machine, and then run Setup.exe.
  3. Select Upgrade, and then complete the upgrade process.
  4. Give dbOwner permissions to the Web Application App Pool user for the User Governance database. Note: You will only need to do this if you are using an account that is separate from the App Pool to install.
  5. Upgrade Winshuttle SAP Integration Server 11.x
  6. Run the Winshuttle SAP Integration Server utility to migrate the Server Manager database to the new schema.
  7. Upgrade to Winshuttle Workflow 11.x
  8. Upgrade/install Winshuttle Composer
  9. Using the Site Collection Admin user account, launch the Winshuttle User Governance site, and then provide the LMS URL (created in Step 1).
  10. Enter the Activation code, and then click Activate.
  11. Enter the URLs for Winshuttle Workflow, Winshuttle Composer, and Winshuttle SAP Integration Server.
  12. On the final screen of the activation wizard, click Setup Foundation.
  13. Wait for two Migration jobs (displayed in Manage scheduled Jobs page) to complete so that all users and ROI data is available.

Known Limitations for upgrades

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  • DocEx sites created in v10.x will no longer be supported.
  • Users added to a Winshuttle Central site who do not have Winshuttle licenses (except those with Report admin and License admin roles) will not be migrated after the upgrade.
  • An 'unused' Winshuttle Central 10.x site (i.e. no clients have logged into the site) cannot be upgraded.
  • 10.x Audit Log data won’t be migrated to 11.1 during the upgrade.
  • Bucket license ownerships are completed after the upgrade because the concept of ULAs owning bucketful of licenses is new to v11.1.
  • Older SharePoint groups listed in the Mapping Foundation 10.x roles to Foundation 11.x roles table will still be visible after the upgrade on the Foundation site. Deleting older groups is not recommended, particularly if you have used these groups for other purposes. Deleting them could result in unknown behavior.
  • Deleting users from the Manage Users page only removes the user from new (Foundation 11.x) groups. The Users will still be retained in the old groups (and will still be able to login).
  • After migration, you should use the new Foundation groups for permissions (i.e. not the old ones).
  • All 10.x (manual/AutoRun) ROI data will migrate to 11.1 with the Run Type Manual. It will be visible on the specific site.
  • All 10.x (webservice) ROI data will migrate to 11.1 with the Run type 'Webservice'. This will be visible for all sites.
  • Only 10.x AutoRun Query recurrence jobs will be migrated to 11.1.
  • Backup/Restore, Query (One time) and Transaction jobs scheduled prior to the upgrade will not be migrated during the upgrade.
  • Web parts added to the Winshuttle Central site will be removed after the upgrade.
  • Web service logs that are not synced before upgrading will not be available after the upgrade.
  • X.509 SAP Servers configured under Kerberos SSO section in 10.x need to be manually updated in X.509 section under SAP Logon details page after upgrade.
  • The application setting Send email on post complete needs to be manually mapped and set to Enable AutoRun Success Email. (Its updated value is not restored after upgrade.)

Mapping Foundation 10.x roles to Foundation 11.x roles

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The following table shows Foundation 10.x roles, and their corresponding Foundation 11.x counterpart.

10.x role

11.x role
TRANSACTION Developers, QUERY Developers Script Developer
TRANSACTION Reviewers, QUERY Reviewers Script Reviewer
TRANSACTION Runners, QUERY Runners Script Runner
Data Reviewer Data File Reviewer
Central Report Viewer Reports Admin
Central License Administrator User and License Administrator
Central Site Administrator Central Application Administrator
System Web Service Developer System Runner
Transaction Access developer Script Developer
Data Dictionary Administrator Data Dictionary Administrator
System Post Designer Script Developer

Mapping Foundation 10.x Workgroup licenses to Foundation (User Governance) 11.x licenses

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The following table shows Foundation 10.x licenses and each license's corresponding Foundation 11.x license and description.

Foundation 10.x license

Foundation 11.x license

License description / capabilities
Workgroup Studio Workgroup Studio Winshuttle Transaction + Winshuttle Query + BAPI
Transaction Workgroup Studio Transaction
Query Workgroup Studio Query
Winshuttle Direct Workgroup Studio BAPI
Runner for Transaction Runner Studio Transaction
Runner for Query Runner Studio Query
Winshuttle Runner Runner Studio Transaction + Query
Central (No license assigned) NA

Mapping 10.x Workgroup licenses to Foundation 11.x Enterprise licenses

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10.x license name

11.x license name
Workgroup Studio Enterprise Studio
Transaction Enterprise Studio
Query Enterprise Studio
Winshuttle Direct Enterprise Studio
Runner for Transaction Professional
Runner for QUERY Professional
Winshuttle Runner Professional
Central Standard

Mapping Foundation 10.x Enterprise licenses to Foundation 11.x Enterprise licenses

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Foundation 10.x license name

Foundation 11.x license name
Enterprise Studio Enterprise Studio
Professional Professional
Standard Standard
Reviewer Standard