Installing Version 17

Version 17 provides:

• Each company is hosted on a separate domain so that you can have multiple companies open at once.

Misc Notes

• Version 17 can and should be installed alongside version 16. Both can happily operate simultaneously on the same machine.

Migrating Companies to Version 17

Version 16 can still be running as you migrate companies, but the legacy server must be stopped.

This migration process only works when version 17 is running on the same instance of PostgreSQL Server as version 16. If installing version 17 on a separate database instance, doing a backup/restore of the company db is required.

Once migrating the company to version 17, it will no longer be available in version 16.

1. Install ABCSoftware.Server.Core.
   • This will import the database connection information from version 16.
2. Configure SSL Certificate for every company in ABC.
3. Open a browser to https://domain.of.primary.company:5017. Notice that the url is https and the port is 5017.
4. The users from version 16 are automatically imported, log in with a user that has the system admin role.
5. Navigate to Configuration > Companies and click the "Show previous version companies" button at the bottom of the screen.
6. You can import companies individually (they will not be assigned any legacy server) or a whole legacy server at once.
7. Configure the legacy server
   • The "Web Server URI" field must match one of the companies' domains. Do not include the port number (example https://domain.of.primary.company). This will be the domain that users will be redirected to for login. All companies on a single legacy server will use the same login domain to prevent having to log into each company individually.
8. Configure the company(s).
   • Run database migrations for the company.
   • The "Public URL" must be unique for each company. The url should be the full domain and port (example: https://domain.of.primary.company:5017`)

Fixing the search_path

We've seen some issues with the tables, such as bank_statements, in the new core schema not being found in version 17. To fix this in the field:

1. Open a command prompt in C:\ABC Software\ABC Postgresql 12\PostgreSQL\bin.
2. Connect to the database with psql -h hostname -p 4012 -U postgres -d "<database name>"
3. Show the current path SHOW search_path;
4. Set the new path with SET search_path = "$user", public, core;
5. Close the command prompt window.