Upgrading to V3.3 and Later

Customers whose support and maintenance is up-to-date are eligible to upgrade from an older version of the software to a newer versions. However, during the installation process the installer programs for Directory Update and Directory Password do not provide a direct upgrade path from older versions.

  There is no "in-place" upgrade. You must backup files, uninstall, and reinstall the software.

This article applies to:

Almost all configuration and customization work is performed via XML files. There are significant changes to the XML files in various v3.x releases. We provide an XML updater wizard but if your current version of the software is more than one or two versions behind, the converter utility may not be able to update the files. In that case, you will need to re-customize your XML files using the new XML files as your template.


License Keys

Updating to a newer version usually requires a new license key. Contact support @ ithicos.com to determine if you are eligible for updates.


Update / Upgrade Process

The upgrade from an older version to a newer version is essentially an uninstall and reinstall. The following is an example for upgrading Directory Update (v2.6 and later), but these steps can be used for Directory Password v2.0 and later.

  1. Backup the c:\inetpub\wwwroot\DirectoryUpdate folder
  2. In Control Panel, remove Directory Update
  3. Delete the c:\inetpub\wwwroot\DirectoryUpdate folder
  4. Follow the instructions to install the new version
  5. Open a web browser and clear browsing data, cached images and files, to remove cached JavaScript and style sheet files from previous version
  6. Test the new installation with the default files
  7. Make a backup copy of the .\Settings folder so that you have a copy of the default XML files
  8. Make an additional backup of the default XML files so that you have the original files
  9. Run the Settings Updater program to update all of your customized XML files from previous version (see the XML Settings Updater section below)
  10. Test using your converted XML files
  11. Test using the updated and converted XML files

You may have noticed a theme in those steps. Each step of the way, test your update to ensure that the software is still working. This will save you some time trying to figure out where to start solving an update problem.

If you run in to problems during the installation, we have troubleshooting guides for each supported operating system on the TechNotes Support page.


XML Settings Updater

We have introduced a new utility called Settings Updater. It reads your old AppSettings.XML, DirectorySettings.XML, SubSettings.XML, and AddressSettings.XML files and moves your original configuration settings to the new XML files. This utility works best when converting from Directory Update v2.6 / v2.7 and Directory Manager v2.3 / v2.4. It may not work with older versions. The Settings Updater is found in the .\Configuration folder and is named SettingsUpdater.exe. Here is an example of how to update the AppSettings.XML file:

  1. Copy the .\Settings folder from your older version to a folder such as c:\temp\DirectoryUpdate
  2. Run the Settings Updater program from Start menu -> Directory Update or from c:\Program Files\Ithicos\DirectoryUpdate\Configuration folder (Note, you may need run it by SHIFT-Right Click and choosing "Run As Administrator.")
  3. In the drop-down lists, select the setting file you are updating
  4. In the Source File box, browse and select your original XML file
  5. Click the Update button to update the file

  6. Updating an XML file with Settings Updater
  7. The update should not take more than a few seconds. It will make a backup copy of the target XML file before updating it.
  8. Repeat the process for DirectorySettings.XML, PasswordSettings.XML, Subsettings.XML, and AddressSettings.XML files

The Settings Updater may not work in the following situations:


Upgrading from Older Versions

The XML files from older versions of Directory Update (v2.5 and earlier) and Directory Manager v1.6 and earlier are not compatible with newer versions of Directory Update. You must completely remove the old version and customize the XML files that come with the new version.

  1. Backup the c:\inetpub\wwwroot\DirectoryUpdate folder
  2. In Control Panel, remove Directory Update
  3. Delete the c:\inetpub\wwwroot\DirectoryUpdate folder
  4. Follow the instructions to install the new version
  5. Create a dedicated application pool for Ithicos Applications (such as IthicosAppPool)
  6. Test the new installation with the default files
  7. Make a backup of the default XML files so that you have the original files
  8. Customize the XML files that come with the new version. You can use your old XML file as a guide.
  9. Test during the customization.
Last Review: 6 April 2018