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Upgrade On-Premises Syncfusion Report Server from lower version to 4.1

This section explains how to upgrade Syncfusion Report Server from lower version to 4.1.

Syncfusion releases several major versions in a year. Each version includes new features, bug fixes and other improvements.

Syncfusion Report Server version 4.1 comes with a User Management Server which is a separate application for managing your users and the applications. To know more about User Management Server click here.

Syncfusion Report Server can be upgraded to latest version at any time manually, and there are no automatic updates for Syncfusion Report Server. Before upgrading, you can refer the features and enhancements from the Release Notes.

Upgrading Guidelines

Syncfusion recommends you to follow below guidelines while upgrading the Report Server from an older version to latest 4.1 version.

  • Save all the open settings and unsaved items.
  • Ensure that no one is currently working with reports.
  • Inform about the maintenance time to users.
  • For SQL, MySQL, Oracle, and PostgreSQL databases, make sure that you have a valid network connection to the database while upgrading to the new version.
  • Download the latest Syncfusion Report Server here.
  • Follow the installation steps from the installation section.

The upgrade process will retain all the resources and settings from the previous installation. Report Server updates the database schema of your current version to the new version.

Please ensure the below steps if the Reports are not rendered properly.

  1. Start the Report Server.

  2. Click Settings option.

  3. Ensure that the Site URL is updated properly as the hosted Syncfusion Report Server URL.

    Site URL Changes

Report Server with User Management Server configuration cases

  1. New installation of Report Server and User Management Server
  2. Upgrade Report Server with new User Management Server
  3. Upgrade Report Server along with User Management Server
  4. Connect new Report Server with existing User Management Server

New installation of Report Server and User Management Server

After successful installation of Report Server and User Management Server. Start the Report Server.

To configure Report Server, you must configure the User Management Server first.

UMS configuration

Configure User Management Server by providing Storage Options, Storage System and System Administrator details and click proceed button. After successful configuration of User Management Server, it will be redirected Report Server startup.

You can find the details on how to configure User Management Server here

An application of type Report Server will be created automatically in User Management Server and System administrator group for Report server will be created in User Management Server.

Use same database credentials of UMS option will use the same database credentials of User Management Server except the database name.

Use same database credentials

Configure Report Server by providing Storage Options, Storage System. You can find the details on how to configure Report Server here

Choose option to startup with or without including the sample resources and click proceed button.

Include samples

After successful configuration of Report Server, it will be redirected to login page.

Report Server login page

Report Server system administrator will be automatically added from User Management Server.

Upgrade Report Server with new User Management Server

After successful upgrade of Report Server and installation of User Management Server. You must configure the User Management Server first to run the Report Server.

UMS configuration

Configure User Management Server by providing Storage Options, Storage System. You can find the details on how to configure User Management Server here

Users and groups of Report Server will be automatically migrated to User Management Server. An application of type Report Server will be created automatically in User Management Server and by default, system administrators of Report Server will be the system administrators of User Management Server.

After successful configuration of User Management Server, it will be redirected to login page.

Report Server login page

Upgrade Report Server along with User Management Server

To connect to the Syncfusion Report Server with the User Management Server you must create a application on User Management Server. You can find the details on how to create Application in User Management Server here

After successful upgrade of Report Server along with User Management Server. Start the Report Server.

Enter the User Management Server URL, Client Id, Client Secret of the Report Server application that is created on User Management Server.

Report Server startup page

Application will check for any system settings conflict and users conflict while migrating Data from Report Server to User Management Server.

Resolve settings conflict

If both User Management Server and Report Server application having settings saved. Then application will ask for which settings to retain as like below, Selected settings will be migrated from Report Server to User Management Server and existing settings of User Management Server will be removed.

Duplicate setting page

Click on the dropdown menu to retain database.

  • Use UMS option will retain User Management Server database and ignore the client database.
  • Use client option will retain client database and ignore the User Management Server database.
  • Keep both option will generate a random digit and appends to the database.

This page will not be shown, if there is no settings conflict.

Resolve users conflict

After resolving settings conflict if any, application will check for any user conflicts between User Management Server and Report Server.

If users conflict exists, it will be resolved manually. User conflict may arise with the below two possibilities,

  1. Same Email address for user in User Management Server and Report Server

    If email address is same, you can able to retain either User Management Server user or Report Server user.

    Duplicate user page

    Click on the dropdown menu besides the client user to choose which user you want to retain.

    • Use UMS option will retain User Management Server user and ignore the client user.
    • Use client option will retain client user and ignore the User Management Server user.

    EMail Duplicate options

    Apply global option will apply the selected option for all users that are listed under email duplication.

    Apply all EMail duplicate options

  2. Same username for a user in User Management Server and Report Server

    If username is same, you can able to ignore client or edit User Management Server user or Report Server user.

    Username duplicate

    Click on the dropdown menu besides the client user to choose which user you want to ignore or edit.

    • Ignore client will ignore the client user.

    Username ignore client

    • Edit UMS option will enable editing User Management Server username as like below,

    Username Edit UMS

    • Edit client option will enable editing client username as like below,

    Username Edit client

    • Keep both option will generate a random digit and appends to the username.

    Username keep both

    If Edit UMS, Edit client, Keep both options are selected, both User Management Server user and client user will be retained.

    Apply global option will apply the selected option for all users that are listed under username duplication.

    Apply all username Duplicate options

    After resolving user duplicates, click proceed button. Resolved users will be migrated and it will be redirected to login page.

Connect new Report Server with existing User Management Server

Latest version of User Management Server is mandatory to run Syncfusion Report Version 4.1. To connect to the Syncfusion Report Server with the User Management Server you must create a application on User Management Server. You can find the details on how to create Application in User Management Server here

After successful installation of Report Server. Start the Report Server.

Enter the User Management Server URL, Client Id, Client Secret of the Report Server Application that is created on User Management Server.

Report Server startup page

Configure Report Server by providing Storage Options, Storage System. You can find the details on how to configure Report Server here

Choose option to startup with or without including the sample resources and click proceed button.

Include samples

Select the administrator users of Report server and click proceed button.

Admin selection Report Server

After successful configuration of Report Server, it will be redirected to login page.

Report Server login page