Self-service Upgrade Instructions for Self-hosted Customers
We recommend that you consider the below suggestions before getting started with self-service upgrades:
Conduct upgrades in a test environment and confirm workflows and integrations function as expected so it does not impact the production environments you depend on to book space and services.
Update your servers to the latest prerequisites before you upgrade. Check the prerequisite list for supported versions, including .NET requirements, as we continue to update our applications to use new APIs.
We provide documentation to upgrade standard installations. Review it before you upgrade.
Perform backups of the database and application folders on the application servers. This helps preserve customer information in files like web.config. For EMS Campus customer, this helps ensure there is a backup of the queries.xml file for EMS Campus Web Services.
Document the application pool configuration as EMS installers might change this.
If your company skips versions, install the latest build for each component.
We recommend you contact Professional Services for help with:
- Non-standard or customized environments.
- Large enterprise customers with many servers or an installation across many regions.
- Upgrading from earlier EMS versions
You can remove upgrade responsibilities when you migrate your on-premises install into our fully managed cloud environment. Benefits include reducing overhead, associated costs, and staying up to date with the latest from EMS.
Learn more about the benefits of EMS Cloud Services.
| EMS Component | Documentation |
|---|---|
|
EMS Server Install EMS Desktop Client Web Deploy EMS Desktop Client EMS License Key |
EMS Desktop Client Installation Guide |
| EMS SQL Patch Script | Release Notes |
| EMS Platform Services | Install EMS Platform Services |
| EMS Web Application | EMS Web App Installation Guide |
|
EMS for Microsoft® Outlook EMS for Outlook Web Deploy EMS for Outlook Rest API |
EMS for Outlook Installation |
| *EMS Email Notification Service | Install EMS Email Notification Service |
| *EMS Check in Notification Service | Install EMS Check in Notification Service |
| *EMS Automated Reports Service | Install EMS Automated Report Service |
| EMS Exchange Integration Web Service | Install the EMS Exchange Integration Web Service |
| EMS Kiosk App | Install the EMS Kiosk App |
| EMS Room Sign App | Install the EMS Room Sign App |
| EMS Floor Plan Configuration Tool | Install the EMS Floor Plans Configuration Tool |
| EMS Floor Plans Web Service | Install the EMS Floor Plans Web Service |
| EMS Campus Web Service | Install the EMS Campus Web Service |
| EMS Campus Planning Interface | Install the EMS Campus Planning Interface |
*For load-balanced environments, the notification and report services should only run on a single server to avoid duplicate notifications.