Upgrading SmarterTrack

In order to upgrade an older version of SmarterTrack to the most recent 3.x release, perform the instructions below under the section that represents the installer you used when setting up the product. These methods will maintain all of your configuration data.

Starting with version 3.5, SmarterTrack has been upgraded from a Microsoft.Net 2.0 application to a Microsoft.Net 3.5 application. Because of this change, there are a few changes that may be required if you run SmarterTrack as an IIS application and are upgrading from a version prior to 3.5.

First of all, the Microsoft.Net 3.5 Framework must be installed on the server in order for SmarterTrack 3.5 to work. If you control the server yourself, we recommend installing .Net 3.5 from Windows Update. If you are on a shared hosting plan, we recommend you talk with your hosting company to make sure .Net 3.5 is supported BEFORE you upgrade.

Next, if you have customized the web.config file for your company, we recommend using the new one included with the product, and adding back in your changes. Due to the framework changes between 2.0 and 3.5, there are many changes.

Lastly, to avoid any contention or issues with other .Net sites running on your server, we recommend configuring the SmarterTrack web site to run under its own application pool.

Automated Installer

1. Backup your SmarterTrack installation and Database
2. If you are running SmarterTrack under IIS, stop IIS during the upgrade process
3. Download and run the latest automated installer from the SmarterTrack Download page
4. When asked where to install the product, install into the same location as it was installed before (by default C:\Program Files\SmarteTools\SmarterTrack)

Manual Installer

If you have access to IIS on the server (dedicated server or VPS hosting)

1. Backup your SmarterTrack installation and Database
2. Download the latest manual install package from the SmarterTrack Download page
3. Extract the contents of the package to a temporary directory
4. Stop IIS or the web application pool running SmarterTrack
5. If you have made customizations to the web.config file in your existing install, back it up
6. In your current SmarterTrack site, delete the following folders (do not delete any others):
   • /bin
   • /MasterPages/Horizon
   • /App_Themes/Horizon
7. Copy the files from the SmarterTrack folder of the installation package into the site's location. They should fairly closely represent what is already there
8. If you have made customizations to the web.config file in your existing install, copy it back to the site from the backup
9. Restart IIS or the web application pool running SmarterTrack

If you DO NOT have access to IIS on the server (shared hosting):

1. Backup your SmarterTrack installation and Database
2. Download the latest manual install package from the SmarterTrack Download page
3. Extract the contents of the package to a temporary directory
4. If you have made customizations to the web.config file in your existing install, back it up
5. In your current SmarterTrack site, delete the following folders (do not delete any others): <
   • /bin
   • /MasterPages/Horizon
   • /App_Themes/Horizon
6. Copy the files from the SmarterTrack folder of the installation package into the site's location. They should fairly closely represent what is already there
7. If you have made customizations to the web.config file in your existing install, copy it back to the site from the backup
8. If not, perform the following steps
   • Open web.config in notepad
   • Add a space at the very end of the file (to make notepad know it changed)
   • Save the file
   • IIS will detect the change and restart the site