Backup

Backup the IMan database.

Take a copy of the IMan shared data directory. This directory contains several folders: Cache, Config, Debug, & JobConf. The ‘JobConf.’ folder is critical and contains the Xml configuration files.

Note the username in which IMan is running under, by clicking the Permissions button at the bottom of the screen.

License Key

If you are moving from one major version to another i.e. from v3.x, v4.x or v5.x, please contact Realisable to obtain your new license key.

Obtain New Connectors

If you are use any of the non-bundled connectors (Magento, Salesforce, Shopify, etc) please contact Realisable to obtain new connectors.

Updating Existing IMan Instance

• Deactivate any licenses.
• Uninstall existing version.
• Install new version. When prompted, ensure the ‘IIS Application Pool’ is the IMan Application Pool. Also, double check that the IMan shared data directory is the same directory as in step two of the ‘Backup’ section above.

  After installing you will need to update both the database and each integration job, due to all the enhancements & changes. To do this, follow the steps detailed below.

Updating the Database

• Open the IMan Admin Console.
• Press the ‘Test’ button in the database settings. The ‘DB Created’ status should display ‘Requires Update’.
• Press the ‘Update’ button.

Secrets and the Recovery Code (6.1 Onwards)

• From 6.1, IMan encrypts the passwords and connection strings it stores with a key certificate on the IMan server. When you press Update on a database from IMan 6.0 or earlier, the Admin Console creates the keys and shows a recovery code in the Key hierarchy initialised window.

  The Admin Console shows the recovery code only once. Copy it and store it somewhere safe away from the server, such as your password manager or disaster recovery records. Then tick I have recorded this code in a safe place and press OK.

  

• You will require the code to move IMan to another server. A full discussion of the secrets handling in 6.1.

User Migration

During the upgrade any existing IMan users will be migrated, including the existing Admin user.

The existing admin user will typically have the following login credentials:

• Username: DefaultAdminUser
• Password: R3alisabl432!

We recommend the following procedure:

• Login to IMan using the Admin user and the default password.
• Gp Setup, Users..
• For each user, amend the username and email fields, to the user’s actual email (make them the same), and then press the Reset Password.

Updating the License

Press the ‘License Info’ button on the Admin Console.

Enter your company contact details and correct serial number.

Press ‘Activate’.

Updating Integration Jobs

Due to possible schema changes within the job configurations it is necessary to update each integration job to the latest schema version.

Login to IMan, and load an integration job from the drop down.

A prompt will indicate if the schema has been updated.

Close the prompt and repeat the above steps for each integration.