Migrating Passwordstate and Upgrading at the same time!

Click Studios provides extensive documentation for our customers.  This covers everything from User and Security Administrator Manuals, Installation Instructions, instructions on how perform upgrades and General Administration tasks.

The approach we use for our documentation is to include everything, and I do mean everything.  We even get the occasional complaint that some of the documentation is too long.  But that’s okay!  Experienced Passwordstate Security Administrators can get to choose what they want to read.  The approach we use means that while the documentation can be long, it can also be used as reference for less experienced Administrators and those new to Passwordstate.

Those wanting to jump straight-in can find our documentation page here https://www.clickstudios.com.au/documentation/ and those wanting to navigate to it via our website menus can find it here,

How do I Move Passwordstate & Upgrade at the same time?

A common support request we receive, is how do you move Passwordstate to a new server and also upgrade it to the latest version.  This is actually a very simple process that we already cater for in our documentation.

First, you’ll need to decide if you’re moving just your Passwordstate Webserver or are you moving the Passwordstate Database as well?  If you are moving the Database then this move must happen first.  This documentation can be located here https://www.clickstudios.com.au/downloads/version9/Move_New_Database_Server.pdf or for those wanting to navigate via our website menus, it’s located here,

By following these instructions in this document, you will effectively;

  • Ensure your new Database Server has Microsoft SQL installed, and,
  • Your database has been moved.

Once you’ve followed the documentation to move your Passwordstate Database (or if not moving it at all) you’re ready to move your Passwordstate Webserver. This documentation can be located here https://www.clickstudios.com.au/downloads/version9/Move_New_Web_Server.pdf or for those wanting to navigate via our website menus, it’s located here,

Again, by following these instructions in this document, you will effectively;

  • Have Installed the correct Build of Passwordstate.  This will be either,
    • Initially Build 8995 (If your current version of Passwordstate is less than Build 8995), and,
    • Then upgraded to the latest V9 Build (if your current Build is 8995 or higher)
  • Copied the entire ConnectionStrings and AppSettings sections from your existing Web.config file into the new website.  If your settings are encrypted you must have decrypted them before copying them, and,
  • Encrypt your new Web.config’s ConnectionStrings and AppSettings sections as this is best practice and highly recommended.

Other Instructions to Consider

If you are upgrading from a version prior to V9 you may want to also consider the following;

Configuring the built-in backup capability using either a Domain Account using Network Shares or Local Folders, or, using a Local Windows Account with Local Folder.  These can be found by navigating via our website menus here,

Or, directly here https://www.clickstudios.com.au/downloads/version9/Passwordstate_Automatic_Backups.pdf for number 1 in the green circle above, or https://www.clickstudios.com.au/downloads/version9/Passwordstate_Automatic_Backups_Local_Account.pdf for number 2 in the red circle above.

Give our documentation a try.  We think you’ll find it’s easy to understand, straight forward and will help you perform the tasks you need to.  If you would like to share your feedback, we’d love to hear it.  Just email it through to support@clickstudios.com.au.