The Universal application binaries can generally be upgraded without having to change the configuration or database manually. This document will cover how to upgrade the application and some caveats to be aware of in regards to configuration and data persistence.
Data is persisted in a LiteDB database with a default location of
%ProgramData%\UniversalAutomation\database.db. The database will not be deleted during an upgrade of any kind. Any schema updates to the database will happen the first time you start up the new version of Universal. You may wish to backup your database before performing an upgrade.
Configuration files are stored by default in
%ProgramData%\UniversalAutomation. Configuration files may be updated or transformed during an update. This will happen the first time that the new version of Universal server is started. You may wish to backup your configuration files before performing an upgrade.
If you are using git, changes to the Universal files will be synchronized after the server starts up.
appsettings.json file that is included in the application installation directory will be overwritten during upgrades. To avoid losing your settings in this file, consider installing it into the
%ProgramData%\PowerShellUniversal folder. Universal will look at this folder first for configuration settings.
web.config file that is included in the application installation directory will be overwritten during upgrades. If you have moved your web.config file to an alternate location, it will not be overwritten. When creating an IIS website, you can simply include the
web.config file in the web app's directory and have the binaries stored in a different location.
New versions of Universal may include new versions of Universal Dashboard Frameworks or Components. By default, these components and frameworks are deployed to
%ProgramData%\PowerShellUniversal during startup of the Universal server. During an upgrade, these files are not deleted. This ensures that dashboards will continue to run on the previous dashboard framework and component versions. You will have to manually upgrade your dashboards to use the new framework after the installation is complete.
You should have multiple versions of the dashboard frameworks and components available when you start the new version of Universal.
When upgrading an manual ZIP file installation, you will need to stop the application, delete the entire binary folder and replace it with the new binary folder. When you start the new version of Universal, new dashboard frameworks and components will be deployed and the existing database will be loaded.
To upgrade using the MSI, you can simply run the new version of the MSI. The MSI is setup to always perform a major upgrade. This means it will stop and remove the service, delete the entire installation directory, reinstall with the new files and then install and start the new service.
You will want to follow the guide on data and configuration persistence above to ensure all your settings are saved.
When upgrading with IIS, you will need to first stop your application pool to ensure that the binaries used by IIS are no longer in use and then replace the binaries with the new ones. Ensure that you follow the configuration persistence recommendations above with regards to the web.config file.