Nintex Forms 2010-2013 Upgrade InstructionsThis document describes how to upgrade Nintex Forms 2010...

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Nintex Forms 2010-2013

Upgrade Instructions Last updated: January 2015

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Nintex Forms 2010-2013 Upgrade instructions

© 2008 Nintex LLC, All rights reserved

| www.nintex.com | [email protected] | 2 | 14

. Errors and omissions excepted.

© 2015 Nintex USA LLC, All rights reserved. Errors and omissions excepted.

Contents

Prerequisites before upgrading ........................................................................................................................................ 4

SharePoint State ........................................................................................................................................................... 4

Prior to Upgrading ............................................................................................................................................................. 5

Nintex Live in Nintex Workflow 2010 ........................................................................................................................... 5

Prepare your SharePoint 2013 environment ................................................................................................................ 5

Disable workflow timer job ....................................................................................................................................... 5

Upgrade Instructions for Nintex Workflow and Nintex Forms ......................................................................................... 7

Backup the following databases on your 2010 environment ....................................................................................... 7

Web Application Activation on 2013 environment ...................................................................................................... 8

Install Nintex Workflow 2013 and Nintex Forms 2013 on your 2013 Server ............................................................... 8

Disable Nintex Workflow Scheduler ............................................................................................................................. 8

Restore databases from the 2010 environment to the 2013 environment ................................................................. 8

Attach SharePoint 2013 content database ................................................................................................................... 8

Restore the NW2010 database ..................................................................................................................................... 8

Enable Nintex Workflow 2013 Workflow Actions ...................................................................................................... 10

Attaching Nintex Workflow Content Databases ......................................................................................................... 10

Restore the 2010 Nintex Forms Databases ................................................................................................................. 10

Restoring the Live ID ................................................................................................................................................... 10

Activate Nintex Forms on all web applications required ............................................................................................ 11

On all site collections, deactivate and reactivate the site collection feature “Nintex Forms 2010 for Nintex

Workflow”. .................................................................................................................................................................. 11

Restart all services that were stopped in the pre-installation phase ......................................................................... 11

Classic Authentication to Claims Authentication ........................................................................................................ 11

Appendix 1: Upgrading Nintex Forms 2010 to Nintex Forms 2013 ................................................................................ 12

Prior to Upgrading ........................................................................................................................................................... 12

Nintex Live ................................................................................................................................................................... 12

Upgrading Nintex Forms 2010 to Nintex Forms 2013 .................................................................................................... 12

Backup the following databases on your 2010 environment ..................................................................................... 12

Install Nintex Forms 2013 ........................................................................................................................................... 12

Restore databases from the 2010 environment to the 2013 environment ............................................................... 12








Attach SharePoint 2013 content database ................................................................................................................. 13

Restore the 2010 Nintex Forms Databases ................................................................................................................. 13

Restoring the Live ID ................................................................................................................................................... 13

Activate Nintex Forms on all web applications required ............................................................................................ 13

Optional Step: If upgrading from Nintex Forms 2010 to Nintex Forms 2013 v2.1 ......................................................... 14

Nintex Live Relay Service for Mobile Access ............................................................................................................... 14








Prerequisites before upgrading

Important: Nintex Workflow 2013 version must be 3.0.3 or greater.

Nintex Forms and Nintex Workflow must be upgraded at the same time.

Note: If you have only Nintex Forms installed on your environment, you will need to follow the steps in Appendix 1.

This document describes how to upgrade Nintex Forms 2010 to Nintex Forms 2013 and Nintex Workflow 2010 to

Nintex Workflow 2013. SharePoint 2013 removed the ability to perform ‘In Place’ upgrades of SharePoint, instead

requiring ‘Database Attach’ upgrades to be performed exclusively. This document outlines how to perform a

‘Database Attach’ upgrade of Nintex Workflow and Nintex Forms.

SharePoint State

SharePoint 2013 installed and configured.

SharePoint 2010 content databases not yet attached.

The web application in 2013 that will host the 2010 content has been created.








Prior to Upgrading

Nintex Live in Nintex Workflow 2010

Important: If Nintex Live is in use, take note of the Live ID.

1. Browse to “Application Management”, in the “Nintex Workflow Management” section, click on “Live settings”.

2. Note the Live ID. This Live ID will need to be specified in the SharePoint 2013 environment.

3. Click “OK”.

Prepare your SharePoint 2013 environment

In preparation for the upgrade to Nintex Forms 2013 and Nintex Workflow 2013, all servces that host / interoperate

with the SharePoint workflow engine must be stopped.

Disable workflow timer job

1. Browse to "Central Administration", click on "Monitoring".

2. In the “Timer Jobs” section, click on "Review job definitions".

3. Click on the job called "Workflow" (it may not be listed on the first page).








4. Click the "Disable" button.








Upgrade Instructions for Nintex Workflow and Nintex Forms

Backup the following databases on your 2010 environment

Backup these databases using “Microsoft SQL Server Management Studio”.

SharePoint

SharePoint Content Databases (e.g. WSS_Content)

Nintex Forms

Nintex Forms (e.g. NintexForms)

Nintex Workflow

Workflow configuration (NW2010DB)

Workflow configuration (NW2010DB_Content)

To backup the Nintex Workflow databases, follow these steps in the 2010 environment.

1. Stop the “Windows SharePoint Services Timer” service. To stop the service:

a. Open the “Start Menu”, select “Run” and type “Services.msc”.

b. Locate the service. Right-click on the service and select “Stop”.

2. Run “NWAdmin.exe –o DetachDatabase –serverName <myservername> -databaseName <mydatabasename>”.

To run the NWAdmin command:

a. Navigate to the “Start Menu” and click on “Command Prompt” option.

b. Type the following: cd “C:\Program Files\Nintex\Nintex Workflow 2010”

c. Type the following: NWAdmin.exe –o DetachDatabase –serverName <myservername> -databaseName

<mydatabasename>

3. Backup the database using “Microsoft SQL Server Management Studio”.

4. Start the “Windows SharePoint Services Timer”. To start the service:

a. Open the “Start menu”, select “Run” and type “Services.msc”.

b. Locate the service. Right-click on the service and select “Start”.

Why do I have to run a detach command before backing up the database?

The detach command must be used to store some data from the 2010 environment that is not initially present in

the content database. For example, when the DetachDatabase command is run, information on pending Nintex

Live service requests is stored in the content database. When the AttachDatabase command is run in the 2013

environment, the data is extracted from the database into the environment. If these steps were not followed, the

workflows waiting at a Nintex Live service request would never continue.








Web Application Activation on 2013 environment

1. Browse to “Nintex Workflow Management”, click on “Web Application Activation”.

2. The default web application name should be automatically chosen. Click “Activate”.

Install Nintex Workflow 2013 and Nintex Forms 2013 on your 2013 Server

Install Nintex Workflow 2013

Run the Nintex Workflow 2013 installer. Refer to the Nintex Workflow 2013 Installation Guide for instructions on

running the installer, installing optional features (Enterprise, backwards-compatiblity), and importing the license.

Install Nintex Forms 2013

Run the Nintex Forms 2013 installer. Refer to the Nintex Forms 2013 Installation guide for instructions on running

the installer, installing optional features (backwards-compatiblity), and importing the license.

Disable Nintex Workflow Scheduler

1. Browse to “Central Administration”, click on “Monitoring”.

2. In the “Timer Jobs” section, click on “Review job definitions”.

3. Click on the job called Nintex Workflow Scheduler (it may not be listed on the first page).

4. Click the “Disable” button.

Restore databases from the 2010 environment to the 2013 environment

Restore these databases using “Microsoft SQL Server Management Studio”.

SharePoint


Nintex Forms


Nintex Workflow

Workflow configuration (NW2010DB_Content)

Attach SharePoint 2013 content database

Attach your SharePoint 2010 content database using Mount-SPContentDatabase PowerShell command as per

Microsoft’s guidance.

Restore the NW2010 database

1. Restore the NW2010 database to the 2013 location using “Microsoft SQL Server Management Studio”.

2. Execute “_PrepareForNewEnvironment” stored procedure.

a. Launch “Microsoft SQL Server Management Studio” and open (expand) the restored database.

b. Expand “Programmability” folder, expand the “Stored Procedures” folder.

c. Right-click on the listing for “_PrepareForNewEnvironment” and choose “Execute Stored Procedure…”.



https://community.nintex.com/docs/DOC-1373







d. In the opened dialog, click the “OK” button.

Note: This stored procedure deletes existing references to content databases and Nintex Live service

requests. These references will be re-added as needed when existing content databases are reattached.

3. Navigate to Nintex Workflow Management and connect to the configuration database. To connect to an existing

configuration database:

a. Browse to "Nintex Workflow Management", click on "Database setup".

b. Click the “Create” button in “Configuration Database”.

c. Enter the name of your database server and existing configuration database name.

d. Select the option “Connect to an existing database”.

e. Click “OK”.








Enable Nintex Workflow 2013 Workflow Actions

1. Browse to "Nintex Workflow Management", click on "Manage allowed actions".

2. Enable any new workflow actions.

Attaching Nintex Workflow Content Databases

Note: Content databases can be added gradually over time as SharePoint content databases are migrated. Ideally,

there is a one-to-one mapping between a SharePoint database and a Nintex Workflow database.

A one-to-one mapping between SharePoint databases and Nintex Workflow can be achieved by using the NWAdmin

–o MoveData command to split data from one database to many. Refer to the Nintex Workflow 2013 –

NWAdmin.exe operations document for more information.

Note: If the content database you are migrating is the same physical database as the configuration database, start

from step 2 below to attach the database as a content database in SharePoint 2013.

In the SharePoint 2013 environment (Note: The Workflow job should be stopped at this point as instructed in

“Disable workflow timer job”)

1. Restore the database that was backed up in the first section of this document to the 2013 location (using

“Microsoft SQL Server Management Studio”).

2. Run “NWAdmin.exe –o AttachDatabase –serverName <myservername> –databaseName <mydatabaseName>”.

a. Navigate to the “Start Menu” and click on “Command Prompt” option.

b. Type the following: cd “C:\Program Files\Nintex\Nintex Workflow 2013”

c. Type the following: NWAdmin.exe –o AttachDatabase –serverName <myservername> -databaseName

<mydatabasename>

Restore the 2010 Nintex Forms Databases

On the 2013 environment:

1. Navigate to “Central Administration” and click “Nintex Forms Management”.

2. Click on “Manage Database” and enter the restored Nintex Forms databases.

3. Re-run the Nintex Forms 2013 installer. Refer to the Nintex Forms 2013 Installation Guide for instructions. This

will ensure the database is upgraded.

Restoring the Live ID

1. Browse to “Nintex Live Management”, click on “Connection settings”.

2. Select the option “Override Live ID” and replace it with the Live ID noted in the SharePoint 2010 environment

before the upgrade.

3. Click “OK”.



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Activate Nintex Forms on all web applications required

1. In Central Administration go to “Application Management > Manage Web Applications”.

2. Select a Web Application to activate Nintex Forms.

3. Click on “Manage Features” in the Ribbon.

4. Click on the “Activate” button for the “Nintex Forms” Feature.

On all site collections, deactivate and reactivate the site collection feature “Nintex Forms 2010 for

Nintex Workflow”.

1. Log into the relevant Site Collection.

2. Click on the Settings Icon, , in the top right-hand side, and select “Site settings”

3. In the Site Collection Administration group, click on “Site Collection Features”.

4. Deactivate the “Nintex Forms 2010 for Nintex Workflow” feature.

5. Reactivate the “Nintex Forms for Nintex Workflow” feature.

Restart all services that were stopped in the pre-installation phase

1. Enable the Workflow timer job in Central Administration.

2. Enable the Nintex Workflow Scheduler in Central Administration.

3. Restart the SharePoint 2013 timer service in Server Manager to ensure any cached data pertaining to Nintex

Workflow is purged.

Classic Authentication to Claims Authentication

To upgrade a web application that uses Nintex Workflow from classic to claims authentication.

Step 1: Convert the SharePoint web application to claims as per Microsoft’s guidance

Step 2: Run NWAdmin.exe –o ConvertToClaims –WebApplication http://webapplication

Note: Workflows will generally continue to operate normally after switching to claims. However there are some

cases where a workflow will need to be reconfigured and republished.

May need to update a workflow action and republish the workflow in cases where there is an assumption in the

workflow logic about the format of a username value. For example:

Doing a comparison between a value and a typed-in username

Using dynamic user values in LDAP queries

Anywhere the workflow resolves the user to send a notification or assign a task should continue to work correctly.

However, if there are any issues regarding user resolving, the workflow will need to be updated.








Appendix 1: Upgrading Nintex Forms 2010 to Nintex Forms 2013

Please Note: If you have both Nintex Workflow and Nintex Forms installed on your environment, you will need to

upgrade both at the same time. See the beginning of this guide for how to do this.

Prior to Upgrading

Nintex Live

Important: If Nintex Live is in use, take note of the Live ID.

1. Browse to “Application Management”, in the “Nintex Live Management” section, click on “Connection Settings”.

2. Note the Live ID. This Live ID will need to be specified in the SharePoint 2013 environment.

3. Click “OK”.

Upgrading Nintex Forms 2010 to Nintex Forms 2013

Backup the following databases on your 2010 environment

Backup these databases using “Microsoft SQL Server Management Studio”.

SharePoint


Nintex Forms


Install Nintex Forms 2013

Run the Nintex Forms 2013 installer. Refer to the Nintex Forms 2013 Installation Guide for instructions on running

the installer, installing optional features (backwards-compatibility), and importing the license.

Restore databases from the 2010 environment to the 2013 environment

Retstore these databases using “Microsoft SQL Server Management Studio”.

SharePoint










Nintex Forms


Attach SharePoint 2013 content database

Attach your SharePoint 2010 content database using Mount-SPContentDatabase PowerShell command as per

Microsoft’s guidance.

Restore the 2010 Nintex Forms Databases

On the 2013 environment:

1. Navigate to “Central Administration” and click “Nintex Forms Management”.

2. Click on “Manage Database” and enter the restored Nintex Forms databases.

Restoring the Live ID

1. Browse to “Nintex Live Management”, click on “Connection settings”.

2. Select the option “Override Live ID” and replace it with the Live ID noted in the SharePoint 2010 environment

before the upgrade.

3. Click “OK”.

Activate Nintex Forms on all web applications required

1. In Central Administration go to “Application Management > Manage Web Applications”.

2. Select a Web Application to activate Nintex Forms.

3. Click on “Manage Features” in the Ribbon.

4. Click on the “Activate” button for the “Nintex Forms” Feature.








Optional Step: If upgrading from Nintex Forms 2010 to Nintex Forms 2013 v2.1 Complete this optional step if upgrading to Nintex Forms 2013 v2.1 onwards.

Nintex Live Relay Service for Mobile Access

1. Navigate to “Central Administration” and click on “Application Management”. Click “Manage services on server”.

2. Locate “Nintex Live Relay Service” and click on the “Start” link.

3. Click “Nintex Forms Management” and then “Manage Live Mobile Access”.

4. Click “Enable” to register the farm to Nintex Live for Mobile Access.

Appendix 2: Troubleshooting

NFResources error after upgrade

If you see the following error after upgrade, ensure that the Nintex Forms feature is activated on the relevant web

application. For instructions, see Activate Nintex Forms on all web applications required.

Sorry, something went wrong

The expression prefix “NFResources” was not recognized. Please correct the prefix or register the prefix in the

<expressionbuilders> section of configuration.



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