for SharePoint 2013 Install & Upgrade Guide

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1 for SharePoint 2013 Install & Upgrade Guide

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3 Contents 1 Introduction Scenarios Pre-Installation Checklist System Requirements Pre-Requisites web.config Post-install Checklist Install BrightWork Install BrightWork on Central Admin Server Deploy the BrightWork Solution Run psconfig Deploy BrightWork 14 Solution Update Other Servers in the Farm Add BrightWork License Obtain BrightWork License Using SSL Install BrightWork Language Pack Install BrightWork 14 Language Pack Solutions Install BrightWork Language Packs Update Other Servers in the Farm Activate BrightWork Timer Job Features Create a BrightWork Site Collection About BrightWork Templates BrightWork Version Upgrade Uninstall BrightWork Language Packs Uninstall BrightWork Install BrightWork Update Other Servers in the Farm Install BrightWork Language Packs... 28

4 7.6 Activate BrightWork Timer Job Features Run Project Cache Refresh Timer Job Adjust BrightWork Timer Job Run psconfig Uninstall BrightWork Language Packs Uninstall BrightWork 14 Language Pack Solutions Uninstall BrightWork Language Packs Uninstall BrightWork Upgrade from SharePoint Before Upgrading After Upgrading Database Upgraded Sites Limitations Published: February 1, 2016 BrightWork 15.3

5 1 Introduction This document describes how to install BrightWork on SharePoint We strongly recommend that you have a regular data protection and recovery plan in place for all your SharePoint installations. Please see the Plan for high availability and disaster recovery for SharePoint 2013 TechNet article for more information on this. 1.1 Scenarios This guide covers three scenarios: A new install of BrightWork for SharePoint 2013 see Install BrightWork on page 7 A version upgrade of BrightWork for SharePoint 2013 from a previous version of BrightWork for SharePoint 2013 BrightWork Version Upgrade on page 23 A BrightWork for SharePoint 2010 to a BrightWork for SharePoint 2013 migration - Upgrade from SharePoint 2010 on page Pre-Installation Checklist Please review the checklist below before installing or upgrading BrightWork. If you have any questions regarding any of the items on this list, please contact support@brightwork.com before proceeding with the install or upgrade. Installing or upgrading BrightWork should be performed by an experienced SharePoint Administrator. Ideally carry out an upgrade or a new install on a test server first. Your setup meets the minimum System Requirements these also need to be checked for upgrades. The correct and same version of SharePoint is installed on all servers in your farm. All SharePoint servers are fully configured and none are in progress. You have administrative privileges on your SharePoint server (including all servers in a SharePoint Farm). You have full control access to the SQL Admin Content Database. You have created a full backup of your SharePoint installation. BrightWork for SharePoint 2013 Install & Upgrade Guide: Introduction Page 5 of 41

6 We strongly recommend that you perform both installations and upgrades of BrightWork during a maintenance window, as the process will render SharePoint sites temporarily unavailable. The maximum number of worker processes is set at 1 per Application Pool (i.e. no web gardens). IP Affinity is enabled between Multiple Web Front End Servers (if multiple WFEs exist). Your web.config is configured as expected an incorrectly configured web.config is the most common source of issues relating to installs or upgrades. See the BrightWork Support Forum for common issues and questions. 1.3 System Requirements BrightWork has the same system requirements as SharePoint. The correct and same version of SharePoint must be installed on all servers in your farm. See detailed hardware and software requirements for SharePoint 2013 for more information. Note: SharePoint 2013 RTM (v ) is the minimum version of SharePoint 2013 required to install BrightWork. We also recommend installing the April 2013 CU (v ) before installing BrightWork. 1.4 Pre-Requisites Review Scenarios on page 5. Review the System Requirements on page 6 to ensure that your system meets the requirements for installing BrightWork. You need administrative privileges on your SharePoint server to install BrightWork. While installing, you need full control access to the SQL Admin Content Database. We recommend you create a full backup of your SharePoint installation before starting the installation. 1.5 web.config Installing BrightWork writes updates to your web.config to facilitate charting and other reporting features. 1.6 Post-install Checklist When you have completed installation of BrightWork, it is recommended to run through the Post-Install Checklist to make sure everything is working correctly. BrightWork for SharePoint 2013 Install & Upgrade Guide: Introduction Page 6 of 41

7 2 Install BrightWork This section describes how to do a fresh install of BrightWork for SharePoint Note: Please review the Scenarios on page Install BrightWork on Central Admin Server 1. Copy the BrightWork installer to your server desktop and double-click on it to begin the installation. 2. Click Next. 3. Review the License Agreement, select I Accept and click Next. 4. Click Install, then click Finish. 2.2 Deploy the BrightWork Solution 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 3. Next, enter the following command:.\installsolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork.wsp" This will: Add solution Deploy solution Restart IIS Restart timer Install-SPApplicationContent 4. Close the SharePoint Management Shell when Solution BrightWork.wsp is now installed displays. BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 7 of 41

8 Note: Please ensure you close the SharePoint Management Shell before proceeding with the next step. This ensures that it is running under a different process. 5. Right-click on the SharePoint 2013 Management Shell, select Run as administrator and run the below command: Install-BWDiagnosticsService 6. Close SharePoint Management Shell. 2.3 Run psconfig The SharePoint Products Configuration Wizard (psconfig) is a SharePoint Utility that needs to be run periodically for proper SharePoint maintenance, for instance, after a SharePoint Cumulative Update or to update the SharePoint databases with changes specified. It is needed in a new BrightWork install to update SharePoint after installing BrightWork. Please note that the psconfig utility can highlight issues with the configuration of your SharePoint Server Farm. BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 8 of 41

9 To run psconfig: 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Next, run the following command to perform a build-to-build upgrade: psconfig.exe -cmd upgrade -inplace b2b -force -wait 3. The below screen should display. If it does not, see the note below. 4. Run iisreset and close the Command Prompt window once Internet services successfully restarted is displayed. Note: The psconfig command in Step 2 has been known to cause the below error message to display. Should this happen, run the following command: psconfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 9 of 41

10 2.4 Deploy BrightWork 14 Solution If you are upgrading from BrightWork for SharePoint 2010 to BrightWork for SharePoint 2013, you will also need to deploy an additional solution. Note: This section only needs to be carried out if you are upgrading BrightWork 2010 and SharePoint via the Database Attach method. See Upgrade from SharePoint 2010 on page 38 for more information on performing a platform upgrade. BrightWork 14 refers to the version of the Microsoft Office family of products that BrightWork was installed on. 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 3. Next, enter the following command:.\installsolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_14.wsp" This will: Add solution Deploy solution Restart IIS Restart timer Install-SPApplicationContent 4. Close the SharePoint Management Shell when Solution BrightWork_14.wsp is now installed displays. 2.5 Update Other Servers in the Farm Run the steps below on all other servers in the farm. 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the following commands (in sequence) on each front end server the solution has been deployed to: iisreset BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 10 of 41

11 net stop sptimerv4 net start sptimerv4 Install-SPApplicationContent 3. Close the SharePoint Management Shell. 4. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 5. Run the following command: Install-BWDiagnosticsService BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 11 of 41

12 2.6 Add BrightWork License BrightWork for SharePoint 2013 licensing requires a unique license per farm. You should already have your BrightWork license for your main farm. If you do not have your license, or require licenses for other farms in your organization, follow the steps in Obtain BrightWork License on page Unzip the License file you received from BrightWork to a suitable location on your server. 2. Login to SharePoint Central Admin and click General Application Settings. 3. Click Add BrightWork License. 4. Click Browse and select the BrightWork license XML file. 5. Click Add. Note: The BrightWork license can take up to 10 minutes to propagate. To apply it immediately, you can run an iisreset. BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 12 of 41

13 2.7 Obtain BrightWork License BrightWork for SharePoint 2013 licensing requires a unique license per farm. You should already have your BrightWork license for your main farm. If you do not have your license, or require licenses for other farms in your organization, follow the steps below. To obtain your BrightWork license, you must supply BrightWork with your unique Farm ID and BrightWork will use this to generate a license for your farm. 1. Login to SharePoint Central Admin and click General Application Settings. 2. Click Manage BrightWork License. 3. Copy the Farm ID and it to support@brightwork.com. BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 13 of 41

14 2.8 Using SSL To use BrightWork on an SSL-enabled SharePoint server, you must add the Root Certificate from the SSL Authority to establish a Trust Relationship. To establish a Trust Relationship: 1. Login to SharePoint Central Administration and click Security. 2. Click Manage trust. 3. Click New. 4. Fill out the form and click OK. BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Page 14 of 41

15 3 Install BrightWork Language Pack This section describes how to install a BrightWork language pack on an existing BrightWork installation. BrightWork must be already installed on the server. 3.1 Install BrightWork 14 Language Pack Solutions If you are upgrading from BrightWork for SharePoint 2010 to BrightWork for SharePoint 2013, you will also need to deploy an additional solution per BrightWork for SharePoint 2010 language pack you have installed. Note: This section only needs to be carried out if you are upgrading BrightWork 2010 and SharePoint via the Database Attach method. See Upgrade from SharePoint 2010 on page 38 for more information on performing a platform upgrade. The following languages are currently supported in BrightWork. Language Solution filename lcid French BrightWork_lp_1036_fr-fr_14.wsp 1036 German BrightWork_lp_1031_de-de_14.wsp 1031 Norwegian BrightWork_lp_1044_nb-no_14.wsp 1044 Spanish BrightWork_lp_3082_es-es_14.wsp 3082 Note: This set of steps includes instructions for multiple locales. You should only follow the steps for your locale. If you have multiple language packs to install you should repeat the full set of steps for each language pack. BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Language Pack Page 15 of 41

16 To install a BrightWork 14 language pack solution: 1. Copy the language pack wsp file to the BrightWork Install Files directory located at: C:\ProgramFiles(x86)\BrightWork\15\Install Files 2. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 3. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 4. Enter the command appropriate to the language pack you want to install: French:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1036_fr-fr_14.wsp" "1036" German:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1031_de-de_14.wsp" "1031" Norwegian:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1044_nb-no_14.wsp" "1044" Spanish:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_3082_es-es_14.wsp" "3082" Note: The above commands are single commands. 5. Close the SharePoint Management Shell when you see a line telling you that the solution is now installed. 6. Repeat steps 2 to 5 for any additional BrightWork 14 language pack solutions you need to install. BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Language Pack Page 16 of 41

17 3.2 Install BrightWork Language Packs The following languages are currently supported in BrightWork. Language Solution filename lcid French BrightWork_lp_1036_fr-fr.wsp 1036 German BrightWork_lp_1031_de-de.wsp 1031 Norwegian BrightWork_lp_1044_nb-no.wsp 1044 Spanish BrightWork_lp_3082_es-es.wsp 3082 Note: This set of steps includes instructions for multiple locales. You should only follow the steps for your locale. If you have multiple language packs to install you should repeat the full set of steps for each language pack. To install a language pack on an existing BrightWork installation: 1. Copy the language pack wsp file to the BrightWork Install Files directory located at: C:\ProgramFiles(x86)\BrightWork\15\Install Files 2. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 3. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 4. Next, enter the command appropriate to the language pack you want to install: French:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1036_fr-fr.wsp" "1036" German:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1031_de-de.wsp" "1031" BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Language Pack Page 17 of 41

18 Norwegian:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1044_nb-no.wsp" "1044" Spanish:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_3082_es-es.wsp" "3082" Note: The above commands are single commands. 5. Close the SharePoint Management Shell when you see a line telling you that the solution is now installed. 6. Repeat steps 2 to 5 for any additional BrightWork language packs you need to install. 3.3 Update Other Servers in the Farm Perform the following steps on each front end server to which the solution has been deployed. 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator 2. Run the following commands in sequence: iisreset net stop sptimerv4 net start sptimerv4 Install-SPApplicationContent BrightWork for SharePoint 2013 Install & Upgrade Guide: Install BrightWork Language Pack Page 18 of 41

19 4 Activate BrightWork Timer Job Features BrightWork includes timer jobs that require feature activation to take advantage of the functionality they provide. The features that need to be activated include: Project Metrics Recalculation Timer Job The Project Metrics Recalculation Timer automatically recalculates all the active metrics. BrightWork Project Cache Maintenance Timer Job The BrightWork Project Cache Maintenance Timer Job supports the Project Cache. BrightWork Scheduled Timer Job The BrightWork Scheduled Timer Job sends Scheduled Reports. Note: This task requires administrator access to the server and some knowledge of administering SharePoint. To activate the timer job features: 1. Login to SharePoint Central Administration. 2. Click Manage web applications. BrightWork for SharePoint 2013 Install & Upgrade Guide: Activate BrightWork Timer Job Features Page 19 of 41

20 3. Ensure you have the correct web application selected and click Manage Features. Note: The timer job features must be activated on a web application by web application basis. 4. Click Activate beside BrightWork Metric Recalculation Timer Job; the BrightWork Project Cache Maintenance Timer Job; and the BrightWork Scheduled Timer Job. 5. Click OK. Note: The Project Schedule Recalculation Timer Job supports a deprecated BrightWork feature you do not have to activate this timer job. BrightWork for SharePoint 2013 Install & Upgrade Guide: Activate BrightWork Timer Job Features Page 20 of 41

21 5 Create a BrightWork Site Collection 1. Login to the SharePoint Central Administration page. 2. Click Create site collections. 3. Ensure you have the correct Web Application. 4. Give the site a Title and Description. 5. Specify the URL name and URL path to create a new site, for example 6. Select BrightWork Site from the Template Selection box. 7. Specify the Primary Site Collection Administrator. Note: The Primary or Secondary Site Collection Administrator of a BrightWork Site Collection must be a farmlevel administrator (this applies even if no SharePoint farm exists). 8. Click OK. Note: If you are using SharePoint Server or above, you may encounter a SiteFeedFeatureReceiver error when you try to create a BrightWork Site Collection. If so, you should deploy the User Profile Service Application with the service account added as an administrator. You do not have to deploy My Sites. Please see this blogpost for more information: BrightWork for SharePoint 2013 Install & Upgrade Guide: Create a BrightWork Site Collection Page 21 of 41

22 6 About BrightWork Templates The Templates Area in a new BrightWork site collection is empty. The next thing you should do is add some templates, as you will need them to create Project sites. First, review the available templates to decide on the ones you want to add see the BrightWork Templates Guide in the BrightWork Help. Next, add the templates you have decided on also see the BrightWork Help for the steps. BrightWork for SharePoint 2013 Install & Upgrade Guide: About BrightWork Templates Page 22 of 41

23 7 BrightWork Version Upgrade This section describes how to do an upgrade of BrightWork for SharePoint 2013 from a previous version of BrightWork for SharePoint Part of this process involves uninstalling the BrightWork solution before installing the newer version. This process does not affect your data or customizations. Note: This section is not for users doing a Platform Upgrade (i.e. from SharePoint 2010) see Upgrade from SharePoint 2010 on page 38. At a high-level the sequence of steps are as follows: 1. Uninstall BrightWork Language Packs 2. Uninstall BrightWork 3. Install BrightWork 4. Install BrightWork Language Packs 5. Activate BrightWork Timer Jobs 6. Run Project Cache Refresh Timer Job 7. Adjust BrightWork Timer Jobs 8. Run psconfig Note: The steps relating to BrightWork language packs only need to be carried out for the BrightWork language packs you have installed. If you do not have any BrightWork language packs installed, you can skip these sections. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 23 of 41

24 7.1 Uninstall BrightWork Language Packs Note: If you do not have any BrightWork language packs installed, you can skip this section. This set of steps includes instructions for multiple locales. You should only follow the steps for your locale. If you have multiple language packs to install you should repeat the full set of steps for each language pack. To uninstall a language pack: 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 3. Next, enter the commands appropriate to the language pack you want to uninstall: French:.\UnInstallSolution.ps1 "BrightWork.wsp" "1036" Then Remove-Item BrightWork_lp_1036_fr-fr.wsp German:.\UnInstallSolution.ps1 "BrightWork.wsp" "1031" Then Remove-Item BrightWork_lp_1031_de-de.wsp Norwegian:.\UnInstallSolution.ps1 "BrightWork.wsp" "1044" Then Remove-Item BrightWork_lp_1044_nb-no.wsp Spanish:.\UnInstallSolution.ps1 "BrightWork.wsp" "3082" Then Remove-Item BrightWork_lp_3082_es-es.wsp 4. Close the SharePoint Management Shell when you see a line telling you that the solution is removed. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 24 of 41

25 7.2 Uninstall BrightWork Note: You need administrative privileges on your SharePoint server to uninstall BrightWork. If you have made changes to your BrightWork timer jobs, you should take note of these settings so you will be able to restore them later. To uninstall BrightWork: 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the below command: cd "C:\Program Files (x86)\brightwork\15\install Files" 3. Run the below command:.\uninstallsolution.ps1 BrightWork.wsp When the Solution BrightWork.wsp is now removed message displays, close the SharePoint Management Shell. Navigate to the Control Panel Programs and Features page. 4. Double-click on BrightWork for SharePoint 2013 and click Uninstall. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 25 of 41

26 7.3 Install BrightWork 1. Copy the BrightWork installer to your server desktop and double-click on it to begin the installation. 2. Click Next. 3. Review the License Agreement, select I Accept and click Next. 4. Click Install, then click Finish. 5. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 6. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 7. Next, run the following command:.\installsolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork.wsp" 8. Close the SharePoint Management Shell when Solution BrightWork.wsp is now installed displays. Note: Please ensure you close the SharePoint Management Shell before proceeding with the next step. This ensures that it is running under a different process. 9. Right-click on the SharePoint 2013 Management Shell, select Run as administrator and run the below command: Install-BWDiagnosticsService 10. Close the SharePoint Management Shell. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 26 of 41

27 7.4 Update Other Servers in the Farm Follow the steps below on all other servers in the farm. 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the following commands (in sequence) on each front end server the solution has been deployed to: iisreset net stop sptimerv4 net start sptimerv4 Install-SPApplicationContent 3. Close the SharePoint Management Shell. 4. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 5. Run the following command: Install-BWDiagnosticsService BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 27 of 41

28 7.5 Install BrightWork Language Packs The following languages are currently supported in BrightWork. Language Solution filename lcid French BrightWork_lp_1036_fr-fr.wsp 1036 German BrightWork_lp_1031_de-de.wsp 1031 Norwegian BrightWork_lp_1044_nb-no.wsp 1044 Spanish BrightWork_lp_3082_es-es.wsp 3082 Note: This set of steps includes instructions for multiple locales. You should only follow the steps for your locale. If you have multiple language packs to install you should repeat the full set of steps for each language pack. To install a language pack on an existing BrightWork installation: 1. Copy the language pack wsp file to the BrightWork Install Files directory located at: C:\ProgramFiles(x86)\BrightWork\15\Install Files 2. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 3. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 4. Next, enter the command appropriate to the language pack you want to install: French:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1036_fr-fr.wsp" "1036" German:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1031_de-de.wsp" "1031" BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 28 of 41

29 Norwegian:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_1044_nb-no.wsp" "1044" Spanish:.\InstallSolution.ps1 "C:\Program Files (x86)\brightwork\15\install Files\BrightWork_lp_3082_es-es.wsp" "3082" Note: The above commands are single commands. 5. Close the SharePoint Management Shell when you see a line telling you that the solution is now installed. 6. Repeat steps 2 to 5 for any additional BrightWork language packs you need to install. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 29 of 41

30 7.6 Activate BrightWork Timer Job Features 1. Login to SharePoint Central Administration. 2. Click Manage web applications. 3. Ensure you have the correct web application selected and click Manage Features. Note: The timer job features must be activated on a web application by web application basis. 4. Click Activate beside the BrightWork Metric Recalculation Timer Job; the BrightWork Project Cache Maintenance Timer Job; and the BrightWork Scheduled Timer Job. 5. Click OK. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 30 of 41

31 7.7 Run Project Cache Refresh Timer Job The Project Cache Refresh timer job needs to be manually run once. To run the Project Cache Refresh timer job: 1. Click Monitoring on the Central Administration Quick Launch. 2. Click Review job definitions. 3. Click BrightWork Project Cache Refresh Timer Job. 4. Click Run Now. 7.8 Adjust BrightWork Timer Job If you have previously adjusted your BrightWork Timer Jobs, you need to do so again to reapply your changes. While we recommend making the Project Metrics Refresh run every 15 minutes, the main timer jobs should run at least once a day in the following sequence: Project Schedule* Refresh (default time 12.00am to 12.30am) Project Metrics Refresh (default time 1:30am to 2:00am) Refresh Project Cache (default time 3.00am to 3.30am) Scheduled (default time 4:30am to 5:00am) *This is a deprecated list. If you do not use it, you do not have to use this timer job. To adjust the timer job schedule: 1. Click Monitoring on the Central Administration Quick Launch. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 31 of 41

32 2. Click Review job definitions. 3. Click the BrightWork timer job you want to adjust. 4. Make your adjustments and click OK. 7.9 Run psconfig The SharePoint Products Configuration Wizard (psconfig) is a SharePoint Utility that needs to be run periodically for proper SharePoint maintenance. It is needed in BrightWork to update existing Site Collections with new features added in a release. Please note that the psconfig utility can highlight issues with the configuration of your SharePoint Server Farm. To run psconfig: 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Next, run the following command to perform a build-to-build upgrade using the SharePoint psconfig.exe utility: psconfig.exe -cmd upgrade -inplace b2b -force -wait 3. The below screen should display. If it does not, see the note below. 4. Run iisreset and close the window once Internet services successfully restarted is displayed. BrightWork should be successfully upgraded. BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 32 of 41

33 Note: The psconfig command in Step 2 has been known to cause the below error message to display. Should this happen, run the following command: psconfig.exe -cmd upgrade -inplace b2b -force -cmd applicationcontent -install -cmd installfeatures BrightWork for SharePoint 2013 Install & Upgrade Guide: BrightWork Version Upgrade Page 33 of 41

34 8 Uninstall BrightWork Language Packs 8.1 Uninstall BrightWork 14 Language Pack Solutions Note: This set of steps only ever needs to be carried out when you want to fully remove BrightWork from your server in situations where you migrated a BrightWork on SharePoint 2010 database to a BrightWork on SharePoint 2013 database with language packs. This set of steps includes instructions for multiple locales. You should only follow the steps for your locale. If you have multiple language packs to uninstall, you should repeat the full set of steps for each language pack. 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 3. Next, enter the commands appropriate to the language pack you want to uninstall: French:.\UnInstallSolution.ps1 "BrightWork_14.wsp" "1036" Then Remove-Item BrightWork_lp_1036_fr-fr_14.wsp German:.\UnInstallSolution.ps1 "BrightWork_14.wsp" "1031" Then Remove-Item BrightWork_lp_1031_de-de_14.wsp Norwegian:.\UnInstallSolution.ps1 "BrightWork_14.wsp" "1044" Then Remove-Item BrightWork_lp_1044_nb-no_14.wsp Spanish:.\UnInstallSolution.ps1 "BrightWork_14.wsp" "3082" Then Remove-Item BrightWork_lp_3082_es-es_14.wsp 4. Close the SharePoint Management Shell when you see a line telling you that the solution is removed. BrightWork for SharePoint 2013 Install & Upgrade Guide: Uninstall BrightWork Language Packs Page 34 of 41

35 8.2 Uninstall BrightWork Language Packs This section describes how to uninstall a language pack whilst leaving the core BrightWork solution intact. Note: This set of steps includes instructions for multiple locales. You should only follow the steps for your locale. If you have multiple language packs to install you should repeat the full set of steps for each language pack. To uninstall a language pack: 5. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 6. Run the below command to change to the install files folder: cd "C:\Program Files (x86)\brightwork\15\install Files" 7. Next, enter the commands appropriate to the language pack you want to uninstall: French:.\UnInstallSolution.ps1 "BrightWork.wsp" "1036" Then Remove-Item BrightWork_lp_1036_fr-fr.wsp German:.\UnInstallSolution.ps1 "BrightWork.wsp" "1031" Then Remove-Item BrightWork_lp_1031_de-de.wsp Norwegian:.\UnInstallSolution.ps1 "BrightWork.wsp" "1044" Then Remove-Item BrightWork_lp_1044_nb-no.wsp Spanish:.\UnInstallSolution.ps1 "BrightWork.wsp" "3082" Then Remove-Item BrightWork_lp_3082_es-es.wsp 8. Close the SharePoint Management Shell when you see a line telling you that the solution is removed. BrightWork for SharePoint 2013 Install & Upgrade Guide: Uninstall BrightWork Language Packs Page 35 of 41

36 9 Uninstall BrightWork This section describes how to perform a complete uninstall of BrightWork. Note: You need administrative privileges on your SharePoint server to uninstall BrightWork. If you have BrightWork language packs installed, you must uninstall the language packs first. Also note that there is no data loss when uninstalling the BrightWork solution. To uninstall BrightWork: 1. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 2. Run the below command: Uninstall-BWDiagnosticsService When this command has completed, close the SharePoint Management Shell. Note: This service removal must be performed for each server in the farm. Please ensure you close the SharePoint Management Shell before proceeding with the next step. This ensures that it is running under a different process. 3. Right-click on the SharePoint 2013 Management Shell, select Run as administrator and run this command: cd "C:\Program Files (x86)\brightwork\15\install Files" 4. Run the below command:.\uninstallsolution.ps1 BrightWork.wsp When the below message displays, close the SharePoint Management Shell. BrightWork for SharePoint 2013 Install & Upgrade Guide: Uninstall BrightWork Page 36 of 41

37 Note: If you also installed the BrightWork_14.wsp, you will need to perform steps 3 and 4 for this as well. 5. Navigate to the Control Panel Programs and Features page. 6. Double-click on BrightWork for SharePoint 2013 and click Uninstall. BrightWork for SharePoint 2013 Install & Upgrade Guide: Uninstall BrightWork Page 37 of 41

38 10 Upgrade from SharePoint 2010 This section describes some things you will need to be aware of when upgrading a BrightWork for SharePoint 2010 installation to a BrightWork for SharePoint 2013 installation. Note: It is important that you read and fully understand everything in this section before upgrading Before Upgrading Supported BrightWork on SharePoint 2010 Version You can only update from the last version of BrightWork for SharePoint 2010, i.e. BrightWork 12 (marketing release number) or Version 14.4 (technical release number). To find out what version you are on, open the BrightWork Help. The marketing release number will be displayed at the top of the Welcome page. The technical release number will be displayed at the bottom of the Welcome page. If you are on a prior release you will have to upgrade to the supported version Upgrade Method The only upgrade method that is supported is the database-attach one. Please see here for more information on this Disable Inline Editing in List Views Inline editing in list views is not supported in SharePoint 2013 views. If you upgrade a view that had inline editing enabled in 2010, it will not function like a standard view in SharePoint 2013, for example, the new item and quick edit options will not be available. See for a blog post on how to globally disable inline editing before backing up the database that is to be migrated Review the What s New Click here to review the What s New for BrightWork on SharePoint BrightWork for SharePoint 2013 Install & Upgrade Guide: Upgrade from SharePoint 2010 Page 38 of 41

39 In particular, you should review the Deprecated Features section BrightWork 14 Solutions You will need to install a BrightWork 14 solution and an additional BrightWork 14 solution for every language pack you have installed before migrating the database Install April 2013 Cumulative Update Customers who upgrade their BrightWork for SharePoint 2010 install to a BrightWork for SharePoint 2013 install will need to install the April CU for SharePoint This can be done before or after the upgrade. See below for the links to download the appropriate version. SharePoint Server SharePoint Foundation After Upgrading Database Upgrade Site Collection to 2013 Mode BrightWork on SharePoint 2013 does not support 2010 Mode. This means if you navigate to the site collection, or run the site collection health checks, immediately after upgrading the database, you will experience lots of errors. To make the site collection usable, you must upgrade it to 2013 Mode. There are two ways to upgrade your site collection to 2013 mode: Via PowerShell Via the SharePoint UI Upgrade Site Collection via PowerShell 1. Login to the SharePoint 2013 server. 2. Right-click on the SharePoint 2013 Management Shell and select Run as administrator. 3. Run the below command: Upgrade-SPSite <SiteCollectionURL> -VersionUpgrade -Verbose BrightWork for SharePoint 2013 Install & Upgrade Guide: Upgrade from SharePoint 2010 Page 39 of 41

40 Upgrade Site Collection via SharePoint UI 1. Navigate to the below location 2. Click Upgrade this Site Collection. 3. Click I m ready. After the upgrade is complete, the below message will display. BrightWork for SharePoint 2013 Install & Upgrade Guide: Upgrade from SharePoint 2010 Page 40 of 41

41 Copy Custom Image Files If you have added any files to the default images folder on the server (e.g. for Choice Indicator Icon Columns, Number Indicator Icon Columns etc.), you will have to manually copy these files from the old 2010 server to the new 2013 server to the same location (you will have to create this location). Drive:\Program Files\Common Files\Microsoft Shared\web server extensions\15\template\images Alternatively, you can copy the files to the default location for SharePoint 2013 and update the URLs in the relevant columns. Drive:\Program Files\Common Files\Microsoft Shared\web server extensions\15\template\images 10.3 Upgraded Sites Limitations For the best BrightWork on SharePoint 2013 experience, we recommend recreating your Project Office; Project Lite; Project Standard; Project Structured; and Work Tracker based templates using new site definitions. If you decide to retain your old templates, you should be aware of the below limitations. Also, please see the What s New for other issues that may affect your installation SharePoint Tasks List The Project Lite; Project Standard; Project Structured; Work Tracker templates use the new SharePoint Project Tasks list that offers a better user interface and more reliable and improved syncing with Microsoft Project Professional Templates and sites from 2010 will continue to use the old SharePoint Tasks list Timeline and Project Summary Web Parts The Project Lite; Project Standard; Project Structured; and Work Tracker templates now include the new SharePoint Timeline and Project Summary (called Task Summary in BrightWork) web parts. These web parts require the new SharePoint 2013 Tasks list Promoted Links The colourful Getting Started tiles from BrightWork on SharePoint 2010 have been replaced with the new Promoted Links list and web part. This gives you greater control over the content of the tiles. BrightWork for SharePoint 2013 Install & Upgrade Guide: Upgrade from SharePoint 2010 Page 41 of 41