Upgrading an Existing CAPSYS CAPTURE Installation

CAPSYS CAPTURE - Deprecated Versions

All versions of CAPSYS CAPTURE prior to and including version 2015 have been deprecated and are no longer supported. Versions 2015 R2 and 2018 will have limited bug fixes made available due to the degradation of Internet Explorer and ActiveX technologies upon which these versions were built. CAPSYS recommends updating to CAPSYS CAPTURE version 2019 or Version 2020 in order to take advantages of new features, the additional security available using SSL with modern browsers along with TLS 1.2 and greater support. .

Upgrading to CAPSYS CAPTURE 2020 from version 4.x

The CAPSYS CAPTURE 2020 Installer will upgrade any CAPSYS CAPTURE System from version 4.0 and higher. To ensure a smooth upgrade, please take note of the upgrade prerequisites and special considerations noted below.  Post upgrade QSX reconfiguration operations will likely be required for legacy 32bit QSX and any custom QSX development code changes may be required due to the 64bit architecture of CAPSYS CAPTURE Server.

NOTE: As with an upgrade of any software, it is strongly recommended that you back-up your existing CAPSYS CAPTURE database, as well as any files located in process data stores used by Batch Profiles or Document Types, before running the Installer.  Export your individual QSX configuration files where and when available to do so.

Prerequisites

Before running the Installer to upgrade CAPSYS CAPTURE, you should have the following:

  1. Login credentials for the CAPSYS CAPTURE Database
  2. Login credentials for the IIS Account (if not using Local System Account)
  3. File and directory permissions/credentials on the target installation computer
  4. Verify minimum system requirements are met as discussed in the System Requirements topic
  5. Obtain a new CAPSYS CAPTURE 2020 License File from CAPSYS or your authorized CAPSYS CAPTURE business partner.
  6. Create appropriate ODBC data sources for CAPSYS CAPTURE to use to connect to your Database Server.  Note, the Process Manager and 32-bit CAPSYS CAPTURE Server require 32-bit ODBC data sources, while the 64-bit CAPSYS CAPTURE Server requires a 64-bit data source.  32-bit and 64-bit data sources must be created with the same names.

Performing the Upgrade

Obtain either the 32-bit or 64-bit version of the CAPSYS CAPTURE Installer, and run on the target computer.

 

Upgrading to CAPSYS CAPTURE 2020 from earlier 4.x, 2015, 2015 R2 and 2018 versions

When upgrading to CAPSYS CAPTURE 2020 from previous versions, it is highly advised you consult and contract with either CAPSYS Technologies Professional Services team on a paid project services engagement or your authorized, trained and certified CAPSYS Technologies Business Partner.  Professional Services are billed on Time and Materials basis when engaging CAPSYS Technologies on a direct basis and are not covered under your Annual Support Agreement. After performing a full system backup, run the CAPSYS CAPTURE 2020 installer and follow the on-screen directions.  

NOTE: It is strongly recommended that you back-up your existing CAPSYS CAPTURE database and installation files, as well as any files located in process data stores used by Batch Profiles or Document Types, before running the Installer.  Export your individual QSX configuration files where and when available to do so.

Prerequisites

Before running the Installer to upgrade CAPSYS CAPTURE, you should have the following:

  1. Verify minimum system requirements are met as discussed in the System Requirements topic
  2. Create appropriate ODBC data sources for CAPSYS CAPTURE to use to connect to your Database Server.  Note, the Process Manager and 32-bit CAPSYS CAPTURE Server require 32-bit ODBC data sources, while the 64-bit CAPSYS CAPTURE Server requires a 64-bit data source.  32-bit and 64-bit data sources must be created with the same names.

Performing the Upgrade

Obtain either the 32-bit or 64-bit version of the CAPSYS CAPTURE Installer, and run on the target computer.

Note: OLE DB is no longer supported as a database connection method. New ODBC data sources must be created in order to upgrade from a previous version of CAPSYS CAPTURE to version 2020.

 

Special Considerations

OLE DB No Longer Supported

Starting in version 2019, OLE DB is no longer supported as a database connection method. New ODBC data sources must be created in order to upgrade from a previous version of CAPSYS CAPTURE to version 2020.

Changing Database Brand

Starting in version 2019, CAPSYS CAPTURE supports several new database brands such as MySQL and MariaDB.  It is important to note that the CAPSYS CAPTURE Installer will not migrate and existing CAPSYS CAPTURE system from one database brand to another.  In order to run CAPSYS CAPTURE 2020 and higher on a non-SQL Server database, a new installation of CAPSYS CAPTURE must be performed.

Customizations Made to Web Client Files

The following Web Client files are backed up by the CAPSYS CAPTURE Installer to preserve any custom code, styles and settings that have been changed.  These files will be copied in their original locations with the extension of .bk and replaced with the newer version.  After installation, the customization of these files will need to be manually merged with the newer versions of the files in order for them to be recognized by the Web Client.

HTTPS Configured by Default

Beginning in version 2019, the Web Client is configured to use HTTPS by default. In order to configure the Web Client to use HTTP, the web.config file must be edited in two places (look for the comments in the file) to configure HTTP support.   The file is located, by default, at C:\Inetpub\CAPSYS CAPTURE.

Service Errors

See the troubleshooting topic Service Errors in Web Client for more information.

Desktop Shortcuts for Older Versions

Old desktop shortcuts (2018 and earlier) for Server Manager no longer work.  Version 2019 and beyond installs a new Process Manager executable, which may leave 2018 and older desktop shortcuts and icons unusable. In this case, manually delete the old icons/shortcuts.

Web Database Lookups 2018 and Older

If upgrading from 2018 or older versions, and the wizard-based database lookup has been used, LookupEncrypt.exe must be run. All lookup connection strings are now stored encrypted. LookupEncrypt.exe can be found in the Support folder where CAPSYS CAPTURE has been installed.  Run this utility ONCE, then activate all Document Types and Batch Profiles as the utility updates the design tables only.

Custom Database Lookups that may have been configured for your enviornment are outside the scope of this documentation.  Contact your CAPSYS CAPTURE Authorized Reseller or support@capsystech.com for further questions.

Legacy Web Database Lookups

Any Database Lookups using legacy QWebDBPicklist or QWebLookup modules, or custom lookup or validation modules, need to be changed to use the ProgID of the module rather than the name of the WSDL.   For example, QWebLookup.IDataExtension should be used instead of QWebLookup.WSDL and QWebDBPicklist.IDataExtension should be used instead of QWebDBPicklist.WSDL.  Each Index Field has these settings under the Lookup/Validation settings category.

Custom Database Lookups that may have been configured for your enviornment are outside the scope of this documentation.  Contact your CAPSYS CAPTURE Authorized Reseller or support@capsystech.com for further questions.