How to upgrade Bold Reports® On-Premises Edition version up to 2.x on production server

To upgrade Bold Reports® On-Premises Edition up to version 2.x, install the upgrade on a staging machine, test it, and then move the files to the production machine. This approach keeps your production site running while you verify the new version.

How do I upgrade Bold Reports® On-Premises Edition on the staging machine?

To upgrade Bold Reports® On-Premises Edition on the staging machine, install the new build first and then update any custom domain URLs in the configuration files.

  • Install the Bold Reports® On-Premises Edition build you want to upgrade to by following the installation guide.

  • If you configured Bold Reports® On-Premises Edition with a new domain on the older version, update that domain URL in the configuration files after the upgrade installation completes:

  1. Go to the deployed location.

    By default, Bold Reports® will be deployed on C:\Bold Reports®.

  2. Update the InternalAppReportUrl value in the config file at the following location:

    {Deployed Location}\IDP\UMS\Configuration\boldreports\Config.xml

    The following image shows the IDP config file.

    IDP Config File

  3. Update the InternalAppDataServiceUrl and InternalAppIdpUrl values in the config file at the following location:

    {Deployed Location}\Report Server\Configuration\Config.xml

    The following image shows the Report Server config file.

    RS Config File

  • After you complete the previous steps, restart the Bold Reports® On-Premises Edition site. Test all features in Bold Reports® On-Premises Edition and confirm they work.

How do I move the upgrade to the production machine?

To move the Bold Reports® On-Premises Edition upgrade to the production machine, back up the App_Data folders, copy the upgraded files from staging, and restart the site.

  • Back up the IDP App_Data folder and the Report Server App_Data folder from the Bold Reports® site hosted location on the production machine.

    Example: If the Bold Reports® site is hosted at D:\BoldReports on the production machine, back up the App_Data folder from the IDP location and the Report Server folder location as follows:

    D:\Bold Reports\IDP\App_Data

    D:\Bold Reports\Report Server\App_Data

  • On the staging machine, zip all files from the deployed location except the Utilities folder, and copy that zip file.

    {deployed location}\Bold Reports®

    By default, Bold Reports® will be deployed on the following location in staging machine:

C:\Bold Reports

  • Paste the copied zip file in any location on the production machine and extract it. Move the extracted files, except the App_Data folder, to the Bold Reports® site hosted location.

    Example: D:\Bold Reports

  • Start the Bold Reports® site from IIS.

    After upgrading, if you face any problems while browsing the Bold Reports® site, move the backup of the IDP App_Data folder and the Report Server App_Data folder to the Bold Reports® site hosted location. Example: If the Bold Reports® site is hosted at D:\Bold Reports, move the backup (IDP and Report Server) App_Data folders to the following locations, respectively:

    • D:\Bold Reports\IDP\App_Data
    • D:\Bold Reports\Report Server\App_Data

Frequently asked questions

Which folder should I exclude when I copy files from the staging machine?

Exclude the Utilities folder when you zip the files on the staging machine. When you move the extracted files to the production site, exclude the App_Data folder.

What should I do if the site has problems after the upgrade?

Move the backup of the IDP App_Data folder and the Report Server App_Data folder to the Bold Reports® site hosted location.

See also