In this article, we will look into how to upgrade from Skedler version 4.x to the latest version in Windows environments. 

Note: Install Skedler in a new(separate) folder on the same machine as your Skedler v4 environment.   Do not overwrite your Skedler v4 environment so that you can still run your Skedler v4 if there are any problems with the upgrade.

Download

Download the zip file of Skedler Reports.

Unzip the skedler.zip file. You will see the skedler-xg folder.

Open Windows PowerShell in Run as Administrator mode and navigate to the Skedler package.

Configure your options for migration 

To configure the migration settings edit the reporting.yml file in the skedler-xg folder using Notepad. Configure the following required information in the reporting.yml.  These parameters are required for upgrading from Skedler 4.x to the latest version: 

• oldSkedlerBasePath - The absolute path to your Skedler Reports 4.x.  This path should be accessible from the Skedler environment. 
  
• migrationSourceDatasource - The database that you are using in Skedler Reports 4.x. The values can be ‘elasticsearch’, ‘mysql’, ‘sqlite'.
• migrationSourceDatastorePath - If you were using sqlite as the database in v4, enter the path to your Skedler Reports 4.x sqlite database.
• Enable and configure the below variables only if you used mysql as the database in Skedler Reports 4.x.

  • migrationDatabaseHost

  • migrationDatabasePort

  • migrationDatabaseName

  • migratoinDatabaseUsername

  • migrationDatabasePassword

  • migrationDialect

• Enable and configure the below variables only if you used elasticsearch as the database in Skedler Reports 4.x.

  • elasticsearchUrl - The Elasticsearch url configured in Skedler v4.x

  • skedlerIndex - The Elasticsearch index configured in Skedler v4.x

  • elasticsearchAuthType - The authentication type, if any, for the configured Elasticsearch.

  • skedlerElasticsearchUsername - Enable and configure if authentication is present.

  • skedlerElasticsearchPassword - Enable and configure if authentication is present

In addition, you can configure other options to run Skedler in an air-gapped environment, change the port number, define the hostname, change the location for the Skedler database, and log files.  Read more about the reporting.yml configuration options.

Save the reporting.yml file and exit the editor.

Start Migration

After configuring reporting.yml file. Start the upgrade 

bin\migrate.bat

Start Skedler manually

In the terminal start skedler manually by executing the following command from $skedler_home.

bin\skedler.bat

Start Skedler as service

Run install_as_service.bat file from $skedler_home folder by using the following command:

.\install_as_service.bat

To start the application as a service execute the following command from $skedler_home:

bin\skedler-service.bat start

To stop Skedler Reports as service execute the following command from $skedler_home,

bin\skedler-service.bat stop

To restart the application as a service execute the following command from $skedler_home:

bin\skedler-service.bat restart

Access Skedler Reports

The default URL for accessing Skedler Reports is:

http://localhost:3005/ 

If you had made configuration changes in the reporting.yml, then the Skedler URL is of the following format:

http://<hostname or your domainurl>:3005 

or 

http://<hostname or your domain url>:<port number>

Login to Skedler Reports

Sign in using the following credentials:

Default username: admin@skedler.com
Default password: admin 

Click Sign in.  

Next step: Proceed to License Activation