Upgrading from Perception Version 5.1 in a multi-tiered environment | Questionmark

Upgrading from Perception Version 5.1 in a multi-tiered environment

Applies to the following products: 
Questionmark Perception
Applies to the following Perception versions: 
Perception 5.2
Perception 5.1

The following section provides details about how to upgrade your installation of Perception 5 if you have installed it in a multi-tiered environment in the following configurations:

Configuration Description
Linux / Windows Where the Questionmark Layer for Presentations is installed on a Linux server and the other Perception tiers are installed on a Windows server
Windows / Windows Where QPLA is installed on one Windows server and the remaining Perception tiers are installed on another Windows server

This section provides details about how to install the updated version of:

Before carrying out any upgrade you should backup certain files and folders if you have customized the contents in any way. For more information, please refer to Backing up your template and other modified files below.

Once you have upgraded the necessary parts you will then be able to upgrade the shared repository manager to the latest version. For more information about this, please refer to the Upgrading Shared Repository section on the Upgrading from Perception Version 5.1 page.

Backing up your template and other modified files 

Perception Version 5.2 adds several minor modification to the template and XSL files that were shipped with Version 5.1. If you have modified any of your templates, XSL or CSS files (If you created new templates, CSS or XSL files you will not need to back them up but it is recommended as good practice) you should create a backup of these so that you can re-apply the changes once Version 5.2 is installed. The following folders are updated/modified when upgrading from Version 5.1 to 5.2:

  • C:\Perception5\Repositories\shared\<MyRepository>\resources\system\css
  • C:\Perception5\Repositories\shared\<MyRepository>\system\defaults
  • C:\Perception5\Repositories\shared\<MyRepository>\system\devices
  • C:\Perception5\Repositories\shared\<MyRepository>\system\templates
  • C:\Perception5\Repositories\shared\<MyRepository>\system\xsl

    Where <MyRepository> is the name of your shared repository

You should backup the content of any of the above folders if you have modified any templates or XSL files for your installation. These files will then need to be copied on top of the upgraded files or in the case of the CSS and XSL files any modifications you made will need to be reapplied to the upgraded files.

Upgrading QPLA on Linux

Before you upgrade your QPLA installation on Linux it is recommended that you backup the QPLA.ini file stored in the web server folder of your Linux install. See below for the default locations of the web server folders for the supported versions of Linux.

The easiest way to backup your file and make sure that it is not overwritten during the upgrade is to rename the file. This can be done by using a command similar to the following as a root user from the Perception5 folder in your web server folder:

mv QPLA.ini QPLA.ini.bak

You can download the latest QPLA zip from the My Downloads section of the Questionmark website. Once downloaded you will need to unzip it over the top of your existing content in the web server folder. The default for the web server folders are:

  • Ubuntu Server - /var/www/
  • RedHat Enterprise Linux - /var/www/html/
  • SUSe Linux Enterprise - /srv/www/htdocs/

To unzip QPLA you will need to use a root user and a command similar to the following:

  • unzip qpla-5.x.x.x.zip /directory

Where x is the latest version of the QPLA files and /directory is the correct web server folder for your installation of Linux.

You may need to install a file extraction application, like unzip, for your Linux server before being able to unzip the files as indicated above. You can install the unzip application using something similar to:

  • apt-get install unzip
  • yum unzip

This will depend on the Linux distribution you are using. You will be asked while unzipping the content of the QPLA zip if you want to replace the existing files, select YES or ALL.

Once you have unzipped the new files you will need to replace the QPLA.ini file with the backup you created earlier. The easiest way to do this is to rename the file using a similar method to how you renamed it earlier. This can be done by entering the following using a root user from the Perception5 folder in your web server folder:

mv QPLA.ini.bak QPLA.ini

Now you need to reapply the correct permissions to the various QPLA folders. To do this type you will need to use the relative features for your version of Linux. The following are the commands needed for Ubuntu Server and they need to be run with a user who has sufficient privileges:

chgrp -R www-data /var/www/Perception5

chown -R www-data /var/www/Perception5

chmod g=rwx /var/www/Perception5/logs

chmod g=rwx /var/www/Perception5/cache

chmod -R g=rx /var/www/Perception5/runtime/javascript

The commands for the other distributions of Linux are similar. However, you will need to reference the QPLA files in their alternative web server folders. For example:

  • In RedHat use /var/www/html/...
  • In SUSE use /srv/www/htdocs/...

With all the setting applied you will be able to navigate to the following locations on your Linux server and see the participant login screens using the latest version of QPLA.

  • http://LinuxServer/Perception5/runtime/perception.php
  • http://LinuxServer/Perception5/runtime/open.php

Now that you have upgraded the QPLA files you should follow the steps for upgrading QABS and the other Perception components. Please refer to Upgrading Perception business logic tier on Windows for the next set of instructions.

Upgrading QPLA on Windows

Download the installer on to your Perception server running Version 5.1. You can download the latest version of Perception from the My Downloads page on the Questionmark web site.

You will need to restart your Perception Server before attempting to upgrade from Perception Version 5.1. Not restarting your server prior to upgrading could cause the upgrade to fail due necessary files being in use at the time of upgrade.

Once you have restarted your Perception Server you can upgrade it to Perception Version 5.2 by launching the installer and following the steps below.

The install application will guide you through each step in the upgrade process, prompting you to specify your preferences at each stage. You must be logged in to Windows as a local system Administrator. If you do not have these privileges Perception Server will not install correctly. Alternatively, if you know the administrator user name and password but are not logged in as that user you can right click on the install application and select Run As Administrator. You will be prompted to enter the username and password of a valid administrative user before being able to continue.

To upgrade to Perception Version 5.2:

  1. Launch the installer
  2. Enter the password for the installer. This password should have been sent to you by email. Please contact Questionmark if you have not received this email.
  3. If a previous installation of Perception Version 5 is detected the following message will be displayed. Click Yes on the upgrade message if you have already restarted your server as indicated above.

    If you have not restarted your server click No, exit the installer and restart your machine before attempting to carry out these instructions.

  4. Click Next > to start the upgrade process and follow the on screen instructions
  5. Select the Custom option button and click Next >
  6. Select the Install only the Questionmark Presentation Layer for Assessments option and click Next >
  7. Make sure the Install Questionmark Perception Server 5.2 to text-box points to the current location where Version 5.1 is installed. Select Browse to change this if you installed Perception Version 5.1 in a non-default location
  8. Make sure the Working Directory text-box points to where your current Version 5.1 repository files are located. Select Browse to change this if you installed Perception Version 5.1 repository files to a non-default location or you previously upgraded from Perception Version 4 and click Next > to continue
  9. In the QABS Server IP Address text-box insert the IP of the server where QABS is installed
  10. In the QABS Virtual Directory Name text-box insert the name of the virtual directory used for QABS. The default is qabs.
  11. Click Next >
  12. In the Installation Options screen, you should select the following options depending on how you set up Perception originally:
    • If you allowed the installer to create the directories previously you should select the Yes, automatically create Virtual Directories and Application Pools option button.
    • If you created custom Virtual Directories select the No, I will configure IIS manually option and refer to the Creating your own virtual directoriessection.
  13. Follow the on screen instructions to complete the installation on this server and click Install to start the upgrade process
  14. Click OK on the PHP warning message

Now that you have upgraded the QPLA files you should follow the steps for upgrading QABS and the other Perception components. Please refer to Upgrading Perception business logic tier on Windows for the next set of instructions.

Upgrading Perception business logic tier on Windows

Download the installer on to your Perception server running Version 5.1. You can download the latest version of Perception from the My Downloads page on theQuestionmark web site.

You will need to restart your Perception Server before attempting to upgrade from Perception Version 5.1. Not restarting your server prior to upgrading could cause the upgrade to fail due necessary files being in use at the time of upgrade.

Once you have restarted your Perception Server you can upgrade it to Perception Version 5.2 by launching the installer and following the steps below.

The install application will guide you through each step in the upgrade process, prompting you to specify your preferences at each stage. You must be logged in to Windows as a local system Administrator. If you do not have these privileges Perception Server will not install correctly. Alternatively, if you know the administrator user name and password but are not logged in as that user you can right click on the install application and select Run As Administrator. You will be prompted to enter the username and password of a valid administrative user before being able to continue.

To upgrade to Perception Version 5.2:

  1. Launch the installer
  2. Enter the password for the installer. This password should have been sent to you by email. Please contact Questionmark if you have not received this email.
  3. If a previous installation of Perception Version 5 is detected the following message will be displayed. Click Yes on the upgrade message if you have already restarted your server as indicated above.

    If you have not restarted your server click No, exit the installer and restart your machine before attempting to carry out these instructions.

  4. Click Next > to start the upgrade process and follow the on screen instructions
  5. Select the Custom option button and click Next >
  6. Select the Install everything except the Questionmark Presentation Layer for Assessments option

  7. Click Next >
  8. Make sure the Install Questionmark Perception Server 5.2 to text-box points to the current location where Version 5.1 is installed. Select Browse to change this if you installed Perception Version 5.1 in a non-default location
  9. Make sure the Install Repository Files to text-box points to where your current Version 5.1 repository files are located. Select Browse to change this if you installed Perception Version 5.1 repository files to a non-default location or you previously upgraded from Perception Version 4

  10. Click Next > to continue
  11. Define the root URL used by the Perception Server by selecting User Defined and entering a valid domain name for the Perception Server or select This Computer if the server is connected to using the computer name and click Next >

  12. In the QPLA Server Location window enter the URL used to access the QPLA server this should be the same as when you originally setup the previous version of Perception and click Next > to continue.
  13. In the Installation Options screen, you should select the following options depending on how you set up Perception originally:
    • If you allowed the installer to create the directories previously you should select the Yes, automatically create Virtual Directories and Application Pools option button. If you created custom Virtual Directories select the No, I will configure IIS manually option and refer to the Creating your own virtual directories section.
    • Whether you want the authors connecting to the Shared Repository through Authoring Manager to automatically be given the chance to upgrade to the latest version of Authoring Manager or not.
  14. Follow the on screen instructions to complete the installation on this server and click Install to start the upgrade process
  15. Click OK on the PHP warning message

You may be asked to restart your computers to make all the necessary changes. We suggest that you upgrade your shared repository before restarting the machine.

Once you have upgraded the necessary parts you will then be able to upgrade the shared repository to the latest version. For more information about this, please refer to theUpgrading the Shared Repository section on the Upgrading from Perception Version 5.1 page.

Your Perception Server should now be upgraded. Please refer to Configuring and verifying to check that it is working as expected