Description

Before moving forward, perform the following steps: 

• Take a backup of the Merge1 database
• Take a Snapshot of the Merge1 VM
• Export the PDF from the Licensing section

This will allow for a recovery in case there are issues during the upgrade. 

Note: The Merge1 7.0 Agent requires the following to be installed. 

• .NET 8.0 Runtime  ( Link )
• ASP.NET Core 8.0 Runtime (Link )

Upgrade from a previous version of Merge1 v7

1. Make sure that all connectors are in an idle state.

2. Turn off the schedulers.

3. Stop the Agent service from the Services.

4. Un-register the old Merge1 agent. (Link)

5. If Merge1 Agent service fails to be deleted, perform manual deletion:

   1. Delete the Merge1 Agent service by running SC Delete in CMD prompt.

6. Uninstall the Merge1 Agent application

7. Install the new Merge1 version on top of the previous one.

8. Connect to the same DB and upgrade the schema(important!).

9. Open Merge1 and verify the version from Licensing.

10. Install the Merge1 Agent application

11. Register the new Merge1 agent. (Link)

12. Turn on the Agent service from the Services.

13. From the Agent Pools section, verify the Merge1 Agent version.

14. Turn on the schedulers

Important Notes

You must install the new version of the Agent. The Merge1 application version and the version of the Merge1 Agent must be the same.

Before you begin the upgrade, regardless of your current version, please make sure to export the PDF from the licensing section. This step is important because during the upgrade, we need to upgrade the database's schema. This will reset the license to a one-month trial period each time and change the Activation Request Code, which is based on the machine's MAC address and hashes of the CPU ID. By exporting the PDF from the licensing section before the upgrade, the Technical Support Engineer (TSE) will have information about your connectors, user count, and expiration date. They will then generate a new license key with the updated activation request code based on the information in the PDF.

If using the Audit DB, you will need to manually connect to the Audit DB after installing the new version and upgrading the schema of the Merge1 DB, 

Merge1 is older than 6.17.1129

Uninstall the current version and install Merge1 version 6.21.2203 and upgrade the database.

The database upgrade happens automatically after installing the new version. When the Portal is opened a screen for configuring the database will appear. After clicking Connect to main Database, provide the SQL connection details, choose the database, and click OK. A pop-up notification will appear letting you know that the database will be upgraded.

Merge1 version falls between 6.17.1129 and 6.21.2202

This will be a two step upgrade as an upgrade to the latest Merge1 v6 release (6.21.2203) must be performed first, and only then upgrade to the latest v7 version.

Before you begin the upgrade, please ensure that you have downloaded the necessary prerequisites.

1. .NET Framework 4.8, Validate the version installed by using the following PowerShell cmdlet: 

   • Get-ItemProperty "HKLM:\SOFTWARE\Microsoft\NET Framework Setup\NDP\v4\Full"

2. .NET 6.0 Runtime, ASP.NET Core 6.0 Runtime, which can be downloaded from here. Download and install using the Installers for Windows package, x64 bit.

3. Microsoft Visual C++ 2017 Redistributable 64bit installed on the machine.

After installing the necessary requirements on the machine, you can begin the upgrade steps.

First, upgrade to the 6.2.21.2203 version of Merge1.

1. Ensure all connectors are in a Stopped state.

   • Stop all connectors in an Idle state

   • Allow running jobs to complete and then stop

   • End any tasks that are stuck and cannot be stopped using Task Manager

2. Log out of Merge1 

3. Install Merge1 v6 release (6.21.2203) release 

4. Perform database upgrade by clicking Connect to main Database, provide the SQL connection details, choose the database, and click OK. A pop-up notification will appear letting you know that the database will be upgraded.

Note: Verify the upgrade was successful in the Licensing section. 

Ensure all connectors are in aStoppedstate.

• Stop all connectors in an Idle state

• Allow running jobs to complete and then stop

• End any tasks that are stuck and cannot be stopped using Task Manager

Second, upgrade to the latest Merge1 v7.

1. Backup the Merge1 DB

2. Take a Snapshot of the Merge1 Hosting VM

3. The connectors must in the Stopped state

4. Install new version on top of the previous one

5. Connect to the same DB and upgrade by clicking Connect to main Database, provide the SQL connection details, choose the database, and click OK. A pop-up notification will appear letting you know that the database will be upgraded.

6. Verify from the Licensing section if the version is upgraded.

The only additional step that we have for this is installing and registering the Merge1 Agent (How to register the Merge1 Agent). Also, if the version is 6.21.2203, prior to performing the upgrade download and install the earlier mentioned prerequisites, and perform the same steps.

Note: The Merge1 7.0 Agent requires the following to be installed. 

• .NET 8.0 Runtime
• ASP.NET Core 8.0 Runtime