Running the installer
Procedure
1. Start the Installer. In the Welcome screen, click Next.
2. Choose the installation folder for which you want to deploy the update. The most recent Planon Software Suite install location is selected by default. To choose a different location, click Browse. Select the desired installation directory and click Next.
3. The installer indicates from which version to which version it is. Click Next.
4. If a Major update is required, the installer will indicate this. A Major update implies:
a. A complete new installation. The values you filled in during the installation will be reused.
b. All manual configuration needs to be reapplied. Check the Administrator's Guide for configuration changes. c. A backup is created by post-fixing the original installation folder “planon” with a date time stamp. You can use this folder for restoring your TMS.
d. Continue with the steps from the paragraph “New installation”.
5. If a Java or Tomcat update is needed the installer indicates from which to which version. Click Next.
| Note that if a new Tomcat or Java version is installed, any changes you applied manually need to be reapplied. |
6. The installed components are automatically selected. You can only add components, you cannot remove them. Click Next.
7. Select or generate an access key.
The access key is used to encrypt and decrypt the passwords for the connections to external systems, such as WebDAV, Connect for AutoCAD, Connect for Calendars (C4C), default user passwords. (In general, the passwords the customer enters in the System Settings).
a. Generate new external access key?
If you do not yet have a key, use this option. For example the first Planon installation or an update to the version that introduces the key.
Please note that if you generate a new key, you must also update the passwords of external connections (WebDAV, email, etc.) in System Settings.
Make sure to save the generated access key in a secure location to use it later with other installations. After completing the installation the key can be found in:
..\(app)server\WildFly*\standalone\
..\Server\tomcat-*\
b. Please select the external access key
When you run an update installation - for a standard service pack installation, Tomcat or JDK update, or major update installation - the field is prefilled with the key that is available on the system.
The field is empty if a key cannot be found, in which case you can browse to provide the key you stored in the secure location.
| If you install a second application server, for example for clustering, you need to provide the same access key. |
8. If you do not want to start the services, clear the check box and click Next.
9. In the Ready to Install screen, click Start to update the software.
The installation will now start.
10. Click Finish to exit Setup.
11. Update Apps: in the relevant App Store, verify whether there are updates available for the Planon Apps.
| The Planon Apps must always be kept updated on all mobile devices to remain in sync with the Planon Software Suite. |
12. Update Connect for AutoCAD. The appropriate files are located in …\related_components\additional_software\”. For the documentation see: …\related_components\documentation\2. Installation\English\Planon Connect for AutoCAD - Installation Guide.pdf.
You have updated the Planon Software Suite on your computer.