Can I Upgrade Straight From Checkbox 4.4, 4.5, 4.6 or 4.7 to Checkbox 5?

Question:

Can I upgrade from an old version of Checkbox 4.x to Checkbox 5.x?

 

Support Response:

Make sure to always download the most recent version of Checkbox 4.7 or 5.x from your customer area. There have been multiple changes since their initial releases so a release that you downloaded a few weeks or months ago may be outdated.

To complete your requested task you will need to run through the following:

If you are on Checkbox 4.7 then you can upgrade directly to Checkbox 5.x. Upgrade instructions are available inside your customer area within the 5.x zip download. Review the documentation folder and file labeled upgradeinstructions.pdf

As the instructions note it is strongly suggested that you create backups of both your installation and database files. The patch and upgrade will update many features within the application so you will want to test on a development area whenever possible. The following instructions assist in this process.

1. Create a backup of your datatabase and installation files.

2. Create a development/test installation of Checkbox 4.7(if one doesn't already exist). This can be completed by following our migration instructions here: http://www.checkbox.com/kb/articles/kb-1079-moving_checkbox_survey_software_to_new_server_updated.asp

3. Visit your customer area and download Checkbox 5.x Zip

4. Extract the contents locally and review documentation/upgradeinstructions.pdf

5. Complete the upgrade process as outlined

 

4.6 or Earlier Upgrade Process:

You cannot upgrade directly from 4.6 or earlier versions of Checkbox 4.x to 5.x. You must first patch to 4.7 and then upgrade. Upgrade and Patch instructions are available inside your customer area within the 4.7 and 5.4 zip download documentation folders.

To complete your requested task you will need to run through the following:

As the instructions note it is strongly suggested that you create backups of both your installation and database files. The patch and upgrade will update many features within the application so you will want to test on a development area whenever possible. The following instructions assist in this process.

1. Create a backup of your datatabase and installation files.

2. Create a development/test installation of Checkbox 4.x(if one doesn't already exist). This can be completed by following our migration instructions here: http://www.checkbox.com/kb/articles/kb-1079-moving_checkbox_survey_software_to_new_server_updated.asp

3. Visit your customer area and download Checkbox 4.7 Zip

4. Extract the contents locally and review documentation/patchinstructions.pdf

5. Complete the patch process as outlined

6. Revisit your customer area and download Checkbox 5.x Zip

7. Extract the contents locally and review documentation/upgradeinstructions.pdf

8. Complete the upgrade process as outlined

 

If you have any questions contact our support team. Please include which process you are running through and which step you have an issue with.

 

Once you have complete the upgrade process you can then review the additional steps and enable Network Users or SSL:

http://checkbox.zendesk.com/forums/20328291-checkbox-5-installation-and-additional-setup

If you are interested in reviewing release notes or current known issues please visit the following:

http://checkbox.zendesk.com/forums/20487177-checkbox-5-known-issues

 

 

 

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