Upgrading Minor Revisions

 
  • 1. Prerequisites
  • 2. Preparing for Upgrade
  • 3. Installation

Prerequisites

  • Sitefinity and The Portal Connector successfully installed and working together
  • Sitefinity site file system access

Preparing for Upgrade

  1. We recommend that you take a backup of all the website files and a backup of the database (Refer to this article regarding how create a database backup).
  2. Identify the Sitefinity version of the target site. To do this, navigate to the Sitefinity backend, select Administration and then Version & Licensing.
    TPC 5.0 Licensing Page
  3. With this version, we’re able to download our Portal Connector release. Login to The Portal Connector website and navigate to the downloads page.
  4. On the left-hand side, select the same version as what you have currently.
    TPC 5.0 Download Files
  5. Download the release appropriate to your Sitefinity version from Step 2.

If your version is not found in the list, The Portal Connector is either not supported for that release of Sitefinity or in the case of a recent Sitefinity release, we’re still testing the release with the latest Portal Connector version. For all questions about versioning please contact support@crmportalconnector.com

Installation

  1. Navigate to your Sitefinity sites’ installation directory in Explorer
  2. Extract the entire contents of the zip file you downloaded previously into the bin folder, overwrite all changes.
    image005
  3. Navigate to the site backend and after the site has spun up and then to Administration > Portal Connector Licensing to ensure you are on the latest revision of the Portal Connector release
  4. Clear your browser cache or open a private browser session
  5. Test your forms and pages to ensure the functionality you upgraded for is present.