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Prior to beginning the process for an upgrade installation, please ensure that the following list of requirements is implemented to ensure a smooth installation:

1. Run the Upgrade Readiness Report
2. Perform Rules Upgrade
3. Perform Backups
4. Enable Access to https://services.akcelerant.com
5. Obtain Requirements
6. Validate Hardware and Software Requirements
7. Verify ASP.NET v4.0.30319 is Allowed
8. Verify the Database Compatibility is 100 or Higher
9. WCF Services: HTTP Activation
10. Delete SQL Server Statistics

Run the Upgrade Readiness Report

Prior to upgrading from version 10.31, institutions must execute the Upgrade Readiness Report to assess whether their Lifecycle Management Suite is ready to be upgraded. Review the Upgrade Readiness Report documentation for more information.

Perform Rules Upgrade

When upgrading from version 10 loan origination, a Rules Upgrade must be completed. To complete this step, please Contact your Temenos Customer Care Representative. 

Perform Backups

When upgrading from an existing Lifecycle Management Suite installation, the following backups must be performed:

• Database Backup
• Share Directory Backup
• Program Files Backup

Perform a Database Backup

Prior to upgrading to a new version, it is required that a backup of the database is performed.

To back up the database:

• Open Microsoft SQL Server Management Studio and connect to the server where the Lifecycle Management Suite database is housed.        

• Press F8 to open the SQL Server Object Explorer.
• Press the + icon to expand the Databases node.
• Right-click on the database that is being backed up and navigate to Tasks. Click Back Up.
• A new window titled Back Up Database [Database Name] opens.
• In the Destination section, click Remove to remove the default backup location.        
• Ensure the Disk radio button is selected in the Destination section. Click Add. 
• A new window titled Select Backup Destination opens.
• Click the  button to locate the desired directory where the backup is being placed.
• In the File Name field, give the backup a meaningful name that ends with the file extension .bak. Click OK.    

It is recommended that the date is included in the file name.

• The Locate Database window closes and the File Name field in the Select Backup Destination window populates the chosen file name. Click OK.        
• The Select Backup Destination window closes and the File Name appears in the Destination section of the Back Up Database [Database Name] window. Click OK to begin the backup.
• The Progress section indicates the backup is executing.
• Upon completion, a success window appears. Click OK to return to SQL Server.

Perform a Share Directory Backup

Prior to upgrading to a new Lifecycle Management Suite version, it is required that a backup of the share directory is performed. To back up the share directory:

• Open Server Manager on the server where the database is installed.
• Click Database.
• The sharepath is listed in a field within the Database feature

• Open Microsoft SQL Server Management Studio and connect to the server where the database is housed.
• Click .

• Select the Temenos database from the drop-down.

  The database may have a different name than pictured below.

• Type the following query: SELECT ParameterValue FROM tblGlobalParameter WHERE ParameterCode = 'SHAREPATH'.        

Share Path and Share Directory are synonymous.

• Click .
• The Results window displays the share directory location.

• Using Windows explorer, navigate to the location in the results panel.
• Select all folders and files in this location. Right-click on the selection and select Send To > Compressed (zipped) folder.        
• The compressed folder populates in the share directory location. Rename the compressed folder a meaningful name.
  

  It is recommended that the date is included in the folder name.

• Move the compressed folder to a secure location.

Backup all Program Files

• Open windows explorer and navigate to the Lifecycle Management Suite installation location.
• Right-click on the Productivity Framework folder and select Send To > Compressed (zipped) folder.

  The name of the Productivity Framework folder is configurable by customers and may have a different name.

• The compressed folder populates in the installation location. Rename the compressed folder a meaningful name.
  

  It is recommended that the date is included in the folder name.

• Move the compressed folder to a secure location.
  

Enable Access to https://services.akcelerant.com

This URL is used to communicate with the Temenos installation web services during the installation to validate the license key as well as log the details of the installation. 

• Ensure the server processing the installation has access.
• Allow unfiltered access and disable authentication to the site https://services.akcelerant.com on firewalls or proxy servers.

Obtain Requirements

The following credentials must be obtained:

• Obtain the installation key from the Collaboration Portal or your institution's Temenos Customer Care Representative.
• The SQL user credentials the installation process will use to update the database.

Validate Hardware and Software Requirements

Validate that all hardware and software requirements are met.

• Please refer to the Account Servicing Hardware and Software Requirements document for more information on hardware requirements.

• Please refer to the Origination Hardware and Software Requirements document for more information on hardware requirements.

• Please refer to the Supported Sortware document for more information on software requirements.

Verify ASP.NET v4.0.30319 is Allowed

• Within IIS Manager, choose the correct connection and select ISAPI and CGI Restrictions.
• Update the ASP.NET v4.0.30319 active server pages to be "Allowed.

Verify the Database Compatibility is 100 or Higher

• After connecting to the appropriate instance of the SQL Server Database Engine, in Object Explorer, click on the server name.
• Expand Databases and depending on the database select either a user database or expand System Databases and select a system database.
• Right-click on the database and select Properties. The Database Properties dialog box opens.
• In the Select a page pane, click Options. The current compatibility level is displayed in the Compatibility level list box.
• To change the compatibility level, select either SQL Server 2008 (100), SQL Server 2012 (110), or SQL Server 2014 (120) from the list. 

WCF Services: HTTP Activation

Within Control Panel > All Control Panel Items > Programs and Features, select Turn Windows features on or off. Ensure the HTTP Activation check box is selected within .NET Framework 4.0 Advanced Services > WCF Services. 

Delete SQL Server Statistics

If any User-Created Statistics have been created for tables in the Temenos database, they should be deleted as these statistics may cause the upgrade process to fail.

To determine if any User-Created Statistics exist:

• Open SQL Server Management Studio, and connect to the applicable server and database.
• Run the following query: SELECT * FROM sys.stats WHERE user_created = 1."

 

 

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