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Upgrading from TPC 3.3 or 4.0 to TPC 4.1

 
  • 1. Prerequisites
  • 2. Preparing for Upgrade
  • 3. Installation
  • 4. Additional Steps

Prerequisites

  • Sitefinity 9.0 and above installation.
  • The Portal Connector 3.3 or 4.0 successfully installed on the Sitefinity site
  • A Portal Connector license applicable for the version you are upgrading to
  • Visual Studio 2012 or greater

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.
    image001
  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 version you want, in this case we’re upgrading to TPC 4.1
    4.1 download
  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 contents of the zip file you downloaded previously into the bin folder, overwrite all changes.
    image005
  3. Login to the Sitefinity backend and Refresh the Templates
  4. The site has now been upgraded to TPC 4.1 

Upgrading to TPC 4.1 requires activation of module. After uploading the updated TPC assemblies to the web server and restarting the application, some resources are not found.

Actions Required:
This breaking change is a result of significant changes to the installation process to allow for uninstallation of TPC. After the upgrade, there is a new module named "The Portal Connector" found on the "Administration > Modules & Services" page. By default, the module is not installed. To correct this issue simply install this new module. After about 2-4 minutes, it will be complete and the existing "The Portal Connector" module will be renamed. You may also need to install "The Portal Connector (MVC)" module as well if you are using TPC MVC features.

before-after-pic

In the above image, you can see the top part shows what the Modules and services page looks like after upgrading but before activation of the new module. The bottom part shows what a fully installed TPC 4.1 will look like after the installation is complete. Again, if you use the MVC page and form widgets, be sure to activate "The Portal Connector (MVC)" as well.

Additional Steps

Review the breaking changes and take the appropriate actions: