Migrating a WorkPoint solution from version 3 to version 4

In this article we will demonstrate how to migrate WorkPoint solutions from version 3.X to version 4.X.

To migrate a WorkPoint solution from version 3.X to version 4.X, the following prerequisites must be met:

• The user performing steps in the WorkPoint installation wizard must be a tenant administrator.
• The user performing the steps in the WorkPoint Administration must be a SharePoint administrator.
• The license used for the solution must include the "Migrate to V4" feature. If this feature is not enabled on your license, please contact your WorkPoint partner or WorkPoint Sales at sales@workpoint.dk.

The migration from version 3 to version 4 of WorkPoint 365 is performed inside the WorkPoint administration:

1. In your WorkPoint solution, click the "Home" button.

2. In the side panel, click the gear-icon to access the WorkPoint administration.

3. In the global settings menu in the WorkPoint administration, click "Update".

This opens the "Update" page for the solution:

The first thing you need to do is to make sure you have granted all necessary permissions and then install the WorkPoint 365 App to the tenant app catalog. This is done using the WorkPoint installer.

To do this, follow these steps:

4. To open the WorkPoint installer, click the "here"-link.

This opens the welcome page for the WorkPoint installer:

5. To run the WorkPoint installer, click "Run WorkPoint installation wizard".

At this point, you may be asked to log in and grant two permissions. These permissions are used by the WorkPoint installation wizard to make the migration and installation process of WorkPoint as automated as possible. To grant these permissions, follow these steps:

6. Log in with your tenant administrator account.

7. To grant the permissions,  click the "Accept" button.

After granting the permissions, or if you have already granted them before, you should be sent to the front page of the WorkPoint installation wizard:

8. If the "Install" button for "Install WorkPoint 365 App" is disabled, you first need to agree to WorkPoint's terms and conditions. After clicking "I Agree", the Install button should be enabled.

We can now install the WorkPoint 365 app:

9. To begin the installation of the WorkPoint app, click the "Install" button.

10. The next step is to select whether you are happy with WorkPoint creating sites for various purposes in WorkPoint for you. WorkPoint greatly recommends to answer "Yes" to this. Selecting "No" requires you to develop your own automation for creating sites. Depending on which selection you make, the required permissions WorkPoint asks for changes. You can review which permissions WorkPoint requires based on your selecting in the "WorkPoint would like to"-section of the wizard.
11. Once you have made your selection, you can proceed to grant the permission consents by clicking the "Authorize" button.

12. Next, you need to sign in with a tenant administrator account.

13. Next, you get a chance to once again review the permissions you are about to grant. To accept the permissions, click the "Accept" button.

Next, you should be returned to the installation wizard:

14. Next, you need to grant permissions for WorkPoint web jobs. To do this, click the "Continue" button.

15. Review the permissions being granted and click the "Authorize" button.

16. Next, you need to sign in with a tenant administrator account.

17. To grant the consents, click the "Accept" button.

You should now be returned to the installation wizard:

18. We are now ready to install the WorkPoint 365 app to the tenant app catalog. To do this, click the "Install App" button.

WorkPoint begins installing the WorkPoint 365 app to the tenant, as well as granting the various required and agreed to permissions (this might take several minutes):

19. If the installation of the WorkPoint 365 app fails, please ensure that an App Catalog exists on the tenant. Then click the "Retry Installation" button.

After a while, the installer should stop at the first app approval request step:

20. To proceed, please click the first link in the current step text. This will take you to the following page where you will make a request for approval of the WorkPoint 365 app:

21. To request approval for the app, click "Request Approval".

22. Optionally type in a reason for the request and click the "Request" button. This should redirect you to your open app requests.

We can close this browser tab and return to the WorkPoint 365 installer:

23. To confirm having sent the app approval request, click the second link in the current step text.

This should move you to the next step in the installer:

24. Next, you need to approve the app request. To do this, click the first link in the current step text.

25. In the newly opened browser tab, click "Approve" for the "WorkPoint 365" request.

26. Optionally type in a comment for the app request approval and click the "Approve" button.

This should redirect you back to the list of open app requests:

We can close this browser tab and return to the WorkPoint 365 installer:

27. To confirm having approved the app, click the second link in the current step text.

This should move you to the next step in the installer:

28. Next, you need to install the WorkPoint 365 app. You can do so by clicking the first link in the current step text.

29. In the newly opened browser tab, click the "ADD IT" button.

30. In the pop-up window, click the "Trust it" button.

This should take you to the app catalog where the WorkPoint 365 App is being installed:

Here, you need to wait until the WorkPoint 365 App is finished installing, and is no longer grayed out:

Once the WorkPoint 365 App is installed, you can close the browser tab and return to the WorkPoint 365 installer:

31. To confirm that the WorkPoint 365 App has been installed, click the second link in the current step text.

The installer now validates that all steps have been performed and the app successfully installed:

Once the validation is complete, the installer should display the following page:

32. To return to the front page of the installer, click the "Return" button.

The "Install WorkPoint 365 App" step should now be complete and display "Installed":

Once the WorkPoint 365 App has been successfully installed, and added to the root site of the WorkPoint solution we want to migrate, we can return to the "Update" page in the WorkPoint 365 administration of the solution we want to migrate to Version 4:

33. To continue to migration process, click the link.

This will redirect you to the WorkPoint Administration dashboard. This page will now display a message, letting you know there is a new update for WorkPoint 365 available:

34. To proceed, click the link in the info message panel.

This opens the "Update" page, which should now display the 4.x.x.x as the latest version of WorkPoint 365:

To continue the migration process, follow these steps:

35. Click the "Migrate solution to version 4" button.

This opens the "Migrate to version 4" page. To start the migration job, follow the following steps:

36. In the "Migrate to  version 4" page, click the "Start Migration Job" button.

Once the migration job h as been started, the progress can be followed in the "Migrate to version 4" page:

Note that after having successfully migrated a solution from version 3 to version 4 of WorkPoint 365, you should recreate buffer sites on any business module which has the feature enabled.