WebTMA5 to WebTMA7 On-Premise Upgrade Guide

WebTMA 5 to WebTMA 7 Upgrade Guide

This document covers:

• The required information to have on-hand before commencing your upgrade.
• Upgrading your WebTMA 5 source database to the required version of v5.1.50.
• Creating a blank WebTMA 7 destination database.
• Executing the WebTMA 7 Upgrade Utility.

Required Information and Verification:

• Software and Hardware requirements for  WebTMA 7 On-Premises Installation
• Name of the SQL Server where the source WebTMA 5 database will be housed, the name of the WebTMA 5 database on that SQL Server, and a SQL username and password that is DBO of that database.
• Name of the SQL Server where the destination WebTMA 7 database will be housed, the name of the WebTMA 7 database on that SQL Server, and a SQL username and password that is DBO of that database.

Upgrade your WebTMA 5 Database to the required version of v5.1.50:

Important: if you are running a version of WebTMA 5 v5.1.42 or lower, please execute the following SQL query:

SELECT COUNT(1) [Transaction Count] FROM f_keyTransaction

• If the Transaction Count is greater than 20,000, stop your WebTMA 5 to WebTMA 7 upgrade process email webtma7@tmasystems.com with the email subject:

Key Transactions exceed 20,000 [Your Organization Name] and then fill out the email body with a request for a WebTMA 5 v5.1.50 on-premises upgrade consultation.  Please note to replace [Your Organization Name] with the name of your organization.

• If the Transaction Count is less than 20,000 or you are running a version of WebTMA 5 below v5.1.50, then please execute eTools in accordance with the following standard procedure to update your WebTMA 5 source database.

Procedure for executing eTools on your WebTMA 5 source database:

1. Take a backup of your current WebTMA 5 production environment and restore that copy to your desired server location. 

2. Create a user on that server:

a. Expand the Security folder on your desired server, right click on Logins and select New Login...

b. Enter your desired credentials for the user under the General page:

c. Under the Server Roles page, ensure that dbcreator is selected:

d. Under the User Mapping page, ensure that your user has db_owner enabled for your WebTMA 5 source database. 

3. Open the WebTMA 5 eTools folder provided with the WebTMA 7 Upgrade Utility package and execute eTools as administrator:

4. Enter your credentials inside of the eTools application and hit the Execute button:

5. When eTools is complete you should receive the following output in the text box:

6. Verify in your database that you are at the correct version after this eTools process with the following SQL query:

SELECT * FROM f_webtmaCurrentVersion

The AppVersion column should read 5.1.50.  Congratulations!  You have successfully completed establishing your WebTMA 5 source database for your WebTMA 5 to WebTMA 7 upgrade.

Create your WebTMA 7 destination database:

7. On your desired SQL server, create a user in accordance with steps 2a through 2c for your WebTMA 7 destination database.

8. Run WebTMASQLPackage.exe as administrator:

9. Enter your server name, user credentials, and your desired WebTMA 7 destination database name.  Select the Create database radial button.  Click the run button:

10. Upon creation of the database, the application will indicate a green checkmark:

11. Verify in your database that you are at the correct version after this eTools process with the following SQL query:

SELECT * FROM fs_CurrentDatabaseVersion WHERE Date = (SELECT MAX(Date) FROM fs_CurrentDatabaseVersion)

The Version column should read 06.9.2023.CC.  Congratulations!  You have successfully completed establishing your WebTMA 7 destination database for your WebTMA 5 to WebTMA 7 upgrade.

Execute the WebTMA 7 Upgrade Utility:

12.  Ensure the user account you will be using for this upgrade has db_owner access granted for your WebTMA 7 destination database:

13. Run the WebTMA 7 Upgrade Utility.exe as Administrator:

14. Click the Configure WebTMA 5 Connection button, enter the required connection configuration to your WebTMA 5 Source Database, and then click the Test Connection String button.  You should receive a popup confirming a successful connection:

15. Click the Save button after receipt of connection success:

16. Close the WebTMA 5 Source Connection window by clicking the Close button.

17. Click the Configure WebTMA 7 Connection Button, enter the required connection configuration to your WebTMA 7 Destination Database, and then click the Test Connection String button.  You should receive a popup confirming a successful connection:

18. Click the Save button after receipt of the connection success:

19. Close the WebTMA 7 Destination Connection window by clicking the Close button.                         

20. Click the Validate Conversion Readiness button and verify both checkmarks are checked:

21. Click the Commence Precheck button on the WebTMA 7 Upgrade Utility:

22. You should receive popup prompts informing you of package execution.  Additionally, the WebTMA 7 Upgrade Utility will update on the Package Execution Status: grid with Success or Failure:

23. Click the Commence Upgrade button on the WebTMA 7 Upgrade Utility:

24. You will receive multiple popup windows detailing package execution during this process.  Select OK on the popup windows to proceed with your conversion:

25. Acknowledge each window popup with OK to proceed with your WebTMA 7 upgrade process:

26. Upon receiving Success on all packages, click the Commence Cleanup button on the WebTMA 7 Upgrade Utility:

27. Upon receipt of success for the final Data Cleanup, you have completed your data upgrade from WebTMA 5 to WebTMA 7:

Congratulations!  You are ready to install the WebTMA 7 application on your server and begin using your new, upgraded system.  Please follow the provided instructions for your WebTMA 7 on-premises installation.