Description

Learn how to upgrade Ignition with the graphical install wizard.

Video recorded using: Ignition 8.0

Transcript

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[00:00] In this lesson, we'll look at upgrading Ignition. I have Ignition installed here on my local system, and I would like to upgrade to a newer version. Before we do anything with the upgrade process, we generally recommend you go to the Config section of your Gateway, go to Backup/Restore, and take a Gateway backup with the big blue button here. If you're unfamiliar with what that is, that's basically a copy of your entire Gateway, all of your projects, all of your configurations, saved into one file.

[00:35] The upgrade process for our Gateway is incredibly simplistic and is rarely error prone at all, but it's always a good idea to just take a Gateway backup just in case something does go awry. Okay, so now that I have a copy of my system here, the next thing we need to do is we need to figure out our licensing situation, so if you have a license applied, you'll want to make sure that your license allows for upgrades. So if you've purchased a license for Edge or standard Ignition, then you may want to reach out to your account rep to make sure your license is capable of upgrading, which is only ever an issue on major and platform version upgrades, so say you're upgrading from Ignition 7.9 to Ignition 8.1, now this generally isn't the case if you're upgrading minor versions, so if I go to the status section here, and on the overview page here, we can see that I am currently running 8.0.13 and I'm going to upgrade to 8.0.14.

[01:27] So if it's only the last number that changes there, that's a minor upgrade. Generally doesn't have any sort of licensing restrictions. Now if you're trying to upgrade a Maker Edition Gateway, then no worries at all since you can easily generate any new license if you even need to. All right, so we got the licensing stuff out of the way. I'm going to switch tabs here. And on our main website, specifically if you go to our downloads page, which may or may not look different depending on when you view this video, I'm going to scroll on down here, and I'm looking at the installers for 8.0.14, which again, is the version I'm trying to upgrade to. You do have some options depending on your various operating systems here. Now I'm going to show you how to use the installer to upgrade, since that's really the easiest and generally the preferable approach, but we do have a generic zip, which you can use to upgrade if you prefer. If you're going to take the zip route, there is a README file that's in there. That will tell you what to do. So I'd recommend you'd follow the steps inside of there. Now we do have right now these Edge zip files here.

[02:23] These were sort of a dedicated way to install Edge, but the generic zip as well as the installer, I'm going to show you here, can all upgrade Edge, Maker, and standard edition Gateway, so you don't necessarily need this last option here if you're going to go the zip route. You can take the generic zip. All right, so I'll save you the trouble of watching me download this. If I head over to my desktop, I do have an installer ready to go. Now, upgrading with the installer is more or less the same process as just installing Ignition with the installer. So really, you just need to be able to run it. So I'm going to show you how to do this on Windows, but once you get to the point where you're running the installer, the process basically becomes the same for all of the operating systems. The only thing I will say about different operating systems is that on Linux, make sure the installer can run as a program. So there's some permissions you have to change on the file to get that to run. For more information, take a look at the installing on Linux lesson or take a look at the installing content in the user manual. But I don't need to do that right now, so I'm going to go ahead and right click, and I will run this installer here as an administrator.

[03:26] Now, let me move the install wizard over into view here, and it basically starts off as the same path as just installing on a fresh system. I'll hit next here, and my current Ignition installation is installed at this path here. So when I try to go to the next step, the install wizard's going to detect that Ignition's installed there and it's going to say, "Oh, hey, do you want to upgrade instead?" Which I do, so I'm going to press the yes button here. And it's going to switch over to the module selection area and this more or less looks like what the custom installation type looks like. The one thing I do want to call out is the additional modules tab here. Now our installers, and this is true for the zip files as well, have some of our modules, but they don't have any third-party modules inside of them. So when you're upgrading, the installers will try to upgrade your modules, but there will be some cases where the installer doesn't have some of the third-party modules you downloaded. So at this point, it's basically asking you what do you want to do? So, I have an MQTT recorder module on my Gateway here, which isn't included in our wizard. So by default, it does set it to keep as is, which basically means don't touch that module, finish the upgrade process, and then I'll upgrade the module later.

[04:35] If I had the forethought to download a newer version of that module, I could select upgrade here and simply pass in the MODL file. Or I could remove it, if I didn't want it anymore. I'm going to leave this as keep as is, and I'll hit next. It says it's ready to upgrade, so I'll click upgrade, and it'll run through the whole upgrade process. At this point, it's actually going to be restarting the Gateway, so you'll want to make sure that when you upgrade, you do it at an appropriate time. All right, and there we are, so the wizard finished. We're ready to start Ignition, so I'll go ahead and click finish here. And it should open up your browser, and it should take you to through a sort of simplified version of our commissioning process here. So if there's been any sort of changes to the end user license agreement, you'll see it up here. I'll go ahead and work my way through that. And we don't have to do the port stuff. We don't have to create an initial user.

[05:27] All that stuff is taken from the previous configurations on the same Gateway. So it remembers your users and all your other projects. So let's start our Gateway. And again, I'll speed this part up so you don't have to wait for it. And here we are. Now, if you wanted to sort of verify that the installation process worked, go ahead and head over to the status section here. Go ahead and sign on in with whatever accounts you have. And again, on status and overview, you should see the version number has updated. And that's really all it takes to upgrade your Gateway. It's actually a pretty simple process and like I said earlier, as long as you take that Gateway backup, you're usually covered in most scenarios, if there's even a problem at all.

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