InSite Prepress Portal 11.6 (Beta)

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Caution: Do not proceed until all Satellite servers have been upgraded to version 11.5 and have been turned off or the InSite service is stopped.

Important: If an error message appears when you are performing the upgrade, do not click Continue or Cancel. Contact your local Response Center representative to report the error.

Important: Extract files to a folder on the InSite server.

  1. Turn on (if you turned off) and log on to to the Main Enterprise server using the EnterpriseAdmin account. Do not perform the upgrade using a Remote Desktop connection.

  2. If you have not downloaded the InSite_11.5.0.zip already, download the files now and save the files to the J: drive on your Main Enterprise server.

  3. Extract the InSite_11.5.0.zip file that you have previously downloaded to the J:\InSiteStuff folder.

  4. In the J:\InsiteStuff folder, open the InSite 11.5.0/InSite folder, double-click setup.exe.
    The InSite Backup and Rehost Utility window appears.

  5. Select Backup and click Next.

  6. In the Location for backup files box, navigate to the J drive. At the root of the J drive, create a folder called InSiteBackup, and select this folder as your backup destination.
    Important: Do not use any spaces in the name of your new backup folder.
    Notes:

    • It is recommended that you back up the files on a local drive with at least 30 GB of free disk space. (The system does not enable you to back up the files to the system drive).

    • If there are any failures or warnings during the backup process, stop and contact your local response center representative.

  7. Click Next.
    The backup process begins. The following items are backed up on the Main Enterprise server:

    • Color management (color profiles)

    • Customization folders (all customized components)

    • License key

    • Network configuration

    • Registry data

    • Learning Center

    • Web.Config file

    • Database

    • IIS configuration
      Notes:

    • The backup process can take 20-30 minutes and is fully scripted. Be patient and allow the process time to complete. Do not close any of the backup process windows.

    • To view what has been backed up, go to the location that you defined for backup on the J: drive.

  8. When the backup process indicates Completed on all steps, click Done.
    The installer will verify that you have the InSite Prepress Portal 11.5 upgrade option in your license. 
    Important: If you receive a warning about the option not being available, stop immediately and contact your service representative for an InSite Prepress Portal 11.5 upgrade key.

  9. When the InSite installer starts, click Next.

  10. In the NT User Account dialog box, type and confirm the password for the EnterpriseAdmin account and click Next.

  11. On the Summary screen, click Next. Type the drive letter you mapped to the Oracle installer earlier (O:), and click Next.
    The installer updates the Oracle software on your system. This process can take 1-2 hours depending on the size of the database. Be patient and allow the installer to complete.
    During the Check Oracle Patch process, a command window appears, and some processes in this phase may take a while. DO NOT abort the installation process by force-quitting the command window or installer wizard.
    Note: The install progress might display a Not Responding message during this step. Do not attempt to force quit or interrupt this step. Be patient and allow the installer to complete.

  12. On the InSite Configuration Utility screen, click Next.

  13. Confirm the name and IP address of your Main Enterprise server and click Next.

    1. Click Next or Apply, confirming details, until you reach the Email Relay Server screen appears.

    2. On the Email Relay Server screen:

      • If you are using an email relay server other than Microsoft email relay server:

        1. Check Default Email Service checkbox.

        2. Enter the IP address or a Fully Qualified Domain Name (FQDN) of the e-mail relay server

      • If you are using Authenticated SMTP through Office 365:

        1. Check Authenticated SMTP checkbox.

        2. Enter the Microsoft email relay server name. It could be smtp.office365.com, but it could also be another server, for example, <yourdomain>.mail.protection.outlook.com might be your mailserver. Please consult your Microsoft 365 Admin Center for more information.
        3. In the Email Account field, enter one email address in your Microsoft 365 tenant authorized to send mail.
        4. In the Password field, enter the password for the Email Account.
        5. In the HTTP Proxy field, if your site is using a proxy for your servers to access the World Wide Web, enter the proxy's URL. Consult your IT department to see if a proxy is being used.
        6. In the HTTP Proxy Port field, enter the port number that the HTTP proxy will accept requests on. Consult your IT department to obtain the information.

      • If you are using OAuth2:
        Important: In order to select this option, you need to complete the prerequisites for OAuth2 integration in article KA28816 on Customer Portal.

        1. Check OAuth2 (Office 365 only) checkbox.

        2. In the Tenant Id field, enter Tenant Id.
        3. In the From Email Account field, enter the email address that you want to use as the sender's email address
          Note: The email address must already exist in your tenant          .
        4. In the Client Id field, enter Client Id.
        5. In the Client Secret field, enter Client Secret.
        6. In the HTTP Proxy field, if your site is using a proxy for your servers to access the World Wide Web, enter the proxy's URL. Consult your IT department to see if a proxy is being used.
        7. In the HTTP Proxy Port field, enter the port number that the HTTP proxy will accept requests on. Consult your IT department to obtain the information.
    3. Click Next, confirming details, until the Configuration Summary screen appears.
    4. Click Apply.
  14. On the Configuration Results screen, click Done, and then click Finish.

  15. On the Restart Server screen, select the Yes, I want to restart my computer now option, and click Finish. Wait until the server restarts.

    Important: When you upgrade the Prepress Portal Enterprise system, all customized e-mail templates are automatically backed up and saved on your local InSite server at J:\inetpub\wwwroot\PrinergyWebRoot\RUser\custom\emailBackups\*TimeStamp*. Then, during the upgrade process, the templates folder in the original location is overwritten with the default content. The system administrator will receive an e-mail during the upgrade, specifying which customized files were overwritten. Your customized e-mail templates in J:\inetpub\wwwroot\PrinergyWebRoot\RUser\custom\email are not affected but will need to be reviewed for compatibility after the upgrade.To restore your customized e-mail templates, when the upgrade process is complete and you have restarted the system, copy the templates from the backup location into the original folder (J:\inetpub\wwwroot\PrinergyWebRoot\RUser\custom\email).

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