OptimiDoc upgrade from version 4 to version 5 is fully automatic for installation with local DB.


In case of installation with OptimiDoc connection to external database (Express or full SQL server) it is necessary to replace the <entityFramework> and <connectionStrings> settings in OptimiDoc\WebApp\web.config from old web.config.back.1



Example of entityFramework and connectionString for external database:

<entityFramework>

   <defaultConnectionFactory type="System.Data.Entity.Infrastructure.LocalDbConnectionFactory, EntityFramework"/>

</entityFramework>

<connectionStrings>

   <add connectionString="Server=SQLSERVER\OPTIMIDOC;Database=OptimiDoc;User ID=sa;Password=password" name="OptimiDoc.Dao.OptimiDocDbContext" providerName="System.Data.SqlClient"/>

</connectionStrings>




NOTE: Incomplete explanation above.

Improvement: We can recommend the reinstallation with a patch (but both, installer or patch is possible to use). You can download the patch for version 5.x from Partner portal. Reason: For reinstallation with local DB via patch, there is not necessary to create a back up copies of local db files and the next advantage is, that the file size to download for reinstallation is smaller than in usage of installer.


Important: But in the case of reinstallation via patch - if you are using external database (Express of full SQL server), there is necessary to replace the OptimiDoc connection to external database <entityFramework> and <connectionStrings> settings in OptimiDoc\WebApp\web.config from old web.config.


Example of entityFramework and connectionString for external database:


<entityFramework>

<defaultConnectionFactory type="System.Data.Entity.Infrastructure.LocalDbConnectionFactory, EntityFramework"/>

</entityFramework>

<connectionStrings>

<add connectionString="Server=SQLSERVER\OPTIMIDOC;Database=OptimiDoc;User ID=sa;Password=password" name="OptimiDoc.Dao.OptimiDocDbContext" providerName="System.Data.SqlClient"/>

</connectionStrings>