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Question

Upgrade from Forms Essentials to Forms Professional

asked on August 13 Show version history

We're currently running Laserfiche Forms Essentials with United. We're upgrading to Rio and will have Forms Professional when we upgrade. Our Forms Essentials web application is running on an older web server. I plan to install Forms Professional on our new server, where I've installed Directory Server in preparation for the upgrade. 

Will our Forms Essentials website no longer be accessible when I install and register Forms Professional on the new server? If so, is it enough that I have exported the Business Processes to XML files to import into our new Forms Professional website? I'm wondering if the XML files for Business Processes include all CSS, Javascript, Field Rules, and access rights.

 

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Replies

replied on August 14

Hi Mandi,

 

The actual install doesn't change when installing Forms Pro as far as I know. All you need to do is replace the license file and re-start IIS and the forms routing service to swap the license over.

 

For forms 10.4.x the license is located in C:\Program data\Laserfiche Forms\License before that it is located in C:\Program Files\Laserfiche\Laserfiche Forms\Forms\bin.

 

Hope this helps!

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replied on August 14

What Chris said is correct, you can just update the license to upgrade your Essentials installation to Professional, but that wouldn't switch web servers. 

One option is to install Forms on the new web server, license it using the Professional license, then point it to the same database as the previous Forms server. This would keep everything you had previously, processes, history, forms, teams...

If you install Forms on the new server and point it to a new database, you can bring the process XMLs over which include the CSS, JS, field rules and access rights**, but it wouldn't include all of your instance history and in in-progress instances. It would just bring the definitions over to start from scratch. You'd also want to bring your teams and other resources over as well. Unless you are looking for somewhat of a reset, I recommend the first or second option of using the same installation or using the same database. 

** Access rights would only carry over if the users are mapped. Since you are upgrading from using repository authentication to LFDS authentication, you'll want to run the Forms user migration tool to switch your users from the repository users to their LFDS counterparts. 

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replied on August 14

In this circumstance, you are changing a lot of things. I'd recommend first updating your existing Forms to work with the new LFDS system, by swapping the license, changing authentication methods and running the user migration tool to get all the users set up. Once the existing Forms is all set up with a Professional license and LFDS, you can more easily install Forms on the newer web server and point it to the same database that's already set up. 

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