Introduction

This guide below sets out the steps required to upgrade Spindle Self Serve. 

Applies to

Spindle Self Serve 

Backup Process

The software installation files are available from the Draycir Partner Portal. Download the latest version from here. Before an upgrade, you may want to take a screenshot of the current sage link set up, and ensure you know the credentials for the Sage Link user. You should always back up the SQL database, and can also backup the web.config files in the Self Serve folder within Program Files(x86).

1). Backup the Spindle Self Serve Database (This is by default named Draycir.SSS) in SSMS. 

2) Backup the two Spindle Self Serve folders - in  program files: C:\Program Files (x86)\Draycir\Spindle Self Serve + C:\Program Files (x86)\Draycir\Spindle Self Serve - Sage Link
3) Check the site binding within IIS, under the Sites directory and check where the portal website is accessible internally and/or externally to ensure the same settings can be entered following the upgrade. 

How do I know whether the website is external and/or internal?

To check whether the website is available externally, you can check the "Draycir.SSS" entry under the sites directory does not have a stop symbol over the world icon.

To check whether the website is available internally, this is located under the "Default Web Site", once expanded the option will have a "Draycir.SSS" entry that can be checked the same way.

Go to the bindings for the external Draycir.SSS (on the right) and ensure you note down the current binding settings:

Upgrade Process

1) On the web server run the Spindle Self Serve executable file with Administrator privileges

2) Select "Maintain or upgrade an already installed instance" and then select the instance that is to be upgraded, then select "Next":

3) Program files will be installed to C:\Program Files (x86)\Draycir by default, this can be changed if required.  If the location is changed, it is recommended to make a note of the new location of the Program Files, preferably to be recorded in the Handover document. Once you have decided where you would like the files to be stored, you can agree to the License terms and conditions, and select next:

4) The installer will browse to locate the SQL Servers. Select the SQL Server instance where the Spindle Self Serve database is located. If the Windows User performing the installation has permissions to upgrade the SQL Database continue as the Windows User, alternatively untick and enter the SQL SA credentials and click install.

5) A new window will pop up with a green "play" button - clicking this will take you to the internal version of the website, and you will be prompted to upgrade the database. Once this has upgraded, you can access the website.

6) At this point, your main Self Serve website has been upgraded - however, please ensure that your bindings are still set correctly, and the IIS app pools and sites are "Started".

Sage Link Upgrade Process (Only required if customer uses Place Orders Module)

1) Within the installers folder, there will also be a Sage Link installer. Run this installer as an administrator.

2)Select "Maintain or upgrade an already installed instance" and then select the instance that is to be upgraded, then select "Next": 

3) Select the installed Sage 200 version from the dropdown list and click next:

4) Program files will be installed to C:\Program Files (x86)\Draycir by default, this can be changed if required. If the location is changed, it is recommended to make a note of the new location of the Program Files, preferably to be recorded in the Handover document. Once you have decided where you would like the files to be stored, you can agree to the License terms and conditions, and select next: 

5) Once the upgrade is complete, you can click the green play button, which will open the internal Sage Link website. While this is open, ensure that the details entered match the screenshot that was taken before the upgrade, and that the credentials are correct. You can check the details are correct by selecting the Save and Validate buttons against each section. Please also check that the credentials against the Spindle Self Serve - Sage Link application pool are correct, and that it is started.

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