Installing the Please Review 8 Upgrade
Who is this article for?IT Personnel planning an upgrade to Please Review 8.
IT access is required.
Important: This article is part of a series of articles covering the upgrade process. Please visit Performing a Please Review 8 Upgrade to view the entire process.
The Please Review upgrade is performed by upgrading a variety of different components depending on how you interact with Please Review and what integrations you have chosen to implement.
This article outlines:
- Rename Existing Version
- Install the New Please Review
- Rename Template Files
- Set File Permissions
- Further Reading
1. Rename Existing Version
- Browse to your Please Review installation directory.
Example: By default, the Please Review installation directory will be C:\Program Files\PleaseReview but this may be different depending on your installation.
- Rename the Please Review folder to Please Review.old. This will allow you to easily rollback the upgrade in the event of any issues.
Note: If you experience an error preventing you from renaming the directory then a service is still running. Please refer to How to Backup an Existing Please Review Installation for details on how to stop the services.
2. Install the New Please Review
- Go to the folder holding Please Review.old.
- Create a new folder called Please Review.
- Extract the Please Review upgrade files from the installation media.
- Paste the following folders into your new Please Review directory:
-
- Redist
- Runtime
- TaraWeb
3. Rename Template Files
A number of configuration files and directories are supplied with a template file which includes .template in the file name. These files should be renamed and the .template removed.
The files to be renamed are:
| Directory | File Name |
|---|---|
| TaraWeb | web.config |
| Taraweb/app_data/config |
ReviewTemplates.xml WebExtensions.xml |
| Runtime/config |
Config.xml Cultures.xml EventHandlers.xml FeedbackConfig.xml ArchiveConfig.xml RedactionCategory.xml Taraservice.config Taraservice.logging.config Taraweb.logging.config EmailTemplates (directory) |
Important: For safety we would recommend keeping a copy of the original files.
4. Set File Permissions
The IIS process performing Please Review commands needs to have appropriate permissions in order to operate.
Please Review uses the ASP.NET application pool (also known as the ASP.NET Identity). The ASP.NET Identity is a member of local server group IIS_IUSRS.
Important Note: If you are using ASP.NET Impersonation (e.g. because you are using a clustered server configuration), ignore the above and instead set file permissions for the Please Review service account.
4.1. Confirm Runtime/Data Directory Permissions
The ASP.NET Identity requires full permissions on the data directory. To confirm this is set:
- Select the Runtime/Data directory.
- Right-click, and select Properties.
- Select the Security tab.
- Click Advanced.
- “Change Permissions” (Server 2008) Or Add (Server 2012).
- Click Add (Server 2008) Or “Select Principal” (Server 2012).
- Type “IIS_IUSRS”.
- Click OK.
- Check “Allow” next to “Modify” and OK.
- Select “Replace all child object permissions with inheritable permissions from this object”.
- Click OK again.
- A window security confirmation will be prompted and displayed “This will replace explicitly defined permissions on all descendants of this object with inheritable permissions from data”.
- Click “Yes”.
4.2. Confirm TaraWeb Permissions
The ASP.NET Identity requires full permissions on the dynamic directory inside TaraWeb. To confirm this is set:
- Select the TaraWeb/Dynamic directory.
- Right-Click, and select Properties.
- Select the Security tab.
- Click Advanced.
- “Change Permissions” (Server 2008) Or Add (Server 2012).
- Click Add (Server 2008) Or “Select Principal” (Server 2012).
- Type “IIS_IUSRS”.
- Click OK.
- Check “Allow” next to “Modify” and OK.
- Select “Replace all child object permissions with inheritable permissions from this object”.
- Click OK again.
- A window security confirmation will be prompted and displayed “This will replace explicitly defined permissions on all descendants of this object with inheritable permissions from data”.
- Click “Yes”.
What Next?
With the base product installed you are now ready to update the configs. Please see Merging Config Files for 8 for the next steps or Performing a Please Review 8 Upgrade to review the whole process.