Upgrade on Windows - SSO

These are the upgrade instructions to the latest release: SSO 9.1. If you are upgrading from a SSO 8.x.x version, ensure the upgrade steps to SSO 9.0 (Java11) have been considered.

Note: we have removed all upgrade steps for SSO 8.x.x to SSO 9.0.0 - please ensure you follow the required upgrade instructions to move from SSO 8.x.x to SSO 9.0.0 then follow these upgrade steps to SSO 9.1.0


IMPORTANT: Sign in using an Administrator account - the same account used during initial product installation.


  1. Stop the services that are running, ubisecureaccounting is a new service since 8.4. 

    net stop ubiloginserver
    net stop ubilogindirectory
    net stop ubisecureaccounting
  2. Backup and restore - Ubisecure Directory
  3. Remove SSO and Accounting Service Windows service configurations

    cd "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin"
    config\tomcat\remove.cmd
    
  4. Move the existing installation to ubilogin-sso-old directory.  

    cd "C:\Program Files\Ubisecure\"
    move ubilogin-sso ubilogin-sso-old
  5. Extract the archive ubilogin-sso-8.x.x.xxxxx.zip to a temporary location.
  6. Move the complete unzipped ubilogin-sso directory from the distribution package to C:\Program Files\Ubisecure.
  7. Copy win32.config and  config.index file from the older version. Overwrite config.index.

    copy "C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\win32.config" "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\win32.config"
    copy "C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\config.index" "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\config.index"
  8. Verify the following Accounting Service related settings in C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\win32.config are according to your requirements, check these guidelines.

    # Accounting configuration
    accounting.url = https://localhost:8442
    accounting.proxy.local.url = @accounting.url@
    accounting.instancename = UbisecureAccounting
    accounting.username = @tomcat.username@
    accounting.datasource.url = jdbc:postgresql://localhost:5432/accountingdb
    accounting.datasource.username = 
    accounting.datasource.password = 
    accounting.secret-key-location-uri = file:///${user.dir}/config/accounting-service.secret
    accounting.actuator.username = accounting_admin
    accounting.actuator.password = 
    accounting.jms.broker.port = 36161
    accounting.jms.broker.socket-timeout-ms = 10
  9. Depending of the location of your Accounting Service secret key you may need to copy the file from the older version. NOTE: The secret key must be the same during the entire reporting period which is a month, see Accounting Service security. Example (use the path you have set in the configuration):

    mkdir "C:\Program Files\Ubisecure\ubilogin-sso\accounting\config"
    copy "C:\Program Files\Ubisecure\ubilogin-sso-old\accounting\config\accounting-service.secret" "C:\Program Files\Ubisecure\ubilogin-sso\accounting\config"
  10. Copy the following files and directories (recursively) from the previous installation to the matching ubilogin-sso directory. Note that Tomcat, Ubisecure SSO, and Accounting Service logs are retained.

    Verify that the Accounting Service custom configuration file:

    C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\custom\accounting\config\application.yaml 

    is compatible with the version in the installation package located at

    C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\config\accounting\config\application.yaml


    See also Accounting Service additional configuration.

    xcopy "C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\custom" "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\custom" /e /y
    xcopy "C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\methods" "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\methods" /e /y
    xcopy "C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\logs" "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\logs" /e /y
    xcopy "C:\Program Files\Ubisecure\ubilogin-sso-old\tomcat\logs" "C:\Program Files\Ubisecure\ubilogin-sso\tomcat\logs" /e /y
    xcopy "C:\Program Files\Ubisecure\ubilogin-sso-old\accounting\logs" "C:\Program Files\Ubisecure\ubilogin-sso\accounting\logs" /e /y
    copy "C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\webapps\cdc\WEB-INF\config.properties" "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\webapps\cdc\WEB-INF\config.properties"
    copy "C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\webapps\ROOT\robots.txt" "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\webapps\ROOT\robots.txt"
  11. Check the Common Domain Cookie Discovery.

    NOTE:

    Common Domain Cookie Discovery: Check from the current installation if Common Domain Cookie Discovery is installed . To check, examine the file

    C:\Program Files\Ubisecure\ubilogin-sso-old\tomcat\conf\server.xml

    If the path /cdc is not commented out, Common Domain Cookie Discovery has been enabled in the previous installation.If Common Domain Cookie Discovery has been installed prior to the update, re-enable the settings after update according to the Common Domain Cookie Discovery document.

  12. Run the setup script

    Tip

    Before running the setup script check if you want to preserve some of the settings that may otherwise be regenerated, see: Preserve essential configuration settings in upgrade.

    NOTE: Ubisecure System Administrator password will be reset after upgrading the directory. The password will be set to the default value specified in the configuration file (win32.config or unix.config) with the key system.password.
    You should either
    a) Set the default password in the configuration file to a new stronger password before updating, or
    b) Block external HTTP/S access to the system during the update process. You will be prompted to enter a new system password during the first login attempt. After the password is changed, unblock access to the system.
    cd "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin"
    setup.cmd
  13. After the setup script, you may still need to check some files from the backup folder if you have customized them. Compare the files under C:\Program Files\Ubisecure\ubilogin-sso-old with the ones under C:\Program Files\Ubisecure\ubilogin-sso and copy the necessary changes from:

    C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\webapps\uas\WEB-INF\uas.properties
    C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\webapps\totp\WEB-INF\application.yaml
  14. Ensure that a supported version of PostgreSQL is installed and running - for supported versions, see System Recommendations), additional links in our documentation: PostgreSQL preparation on Windows, Upgrade and migrate to new version of PostgreSQL
  15. Start the UbiloginDirectory service

    net start ubilogindirectory
  16. Upgrading Ubisecure Directory

    To update your ADAM or AD LDS installation, the schema and directory settings of the instance must be updated. Before starting, make sure that you are logged in with the same user account that was used to install ADAM or AD LDS.

    To update the schema and directory settings, execute the command adaminstall.cmd shown below.This command updates the LDAP schema and does not delete existing user or configuration data. 

    cd "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\ldap"
    adam\adaminstall.cmd

    Add new entries and update LDAP secrets:

    adam\import-changes.cmd
  17. Check Password application.

    NOTE:

    Password: Check from the current installation if Password application is enabled. To check, examine the file

    C:\Program Files\Ubisecure\ubilogin-sso-old\tomcat\conf\server.xml

    If the path /password is not commented out, Password application has been enabled in the previous installation.

    Skip this step if the Password application is not enabled.

    Copy the following files to the matching ubilogin-sso directory:

    C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\webapps\password\WEB-INF\password.properties
    C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\webapps\password\WEB-INF\saml2

    Edit server.xml file and uncomment:
    <Context path="/password" docBase="${catalina.base}/webapps/password"/>

    notepad C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\config\tomcat\conf\server.xml
    

    Also check web.xml for mail.smtp.host and mail.smtp.from configuration and copy those to new web.xml (C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\webapps\password\WEB-INF\web.xml)

    notepad C:\Program Files\Ubisecure\ubilogin-sso-old\ubilogin\webapps\password\WEB-INF\web.xml
  18. Verify your Accounting Service customisation in C:\Program Files\Ubisecure\ubilogin-sso\ubilogin\custom\accounting\config\application.yaml appears as you require, check Accounting Service additional configuration about the properties to set. Remember secret key in the location referred by accounting.secret-key-location in win32.config must exist. See Accounting Service security about the usage of the key for pseudonymisation.

  19. Update Tomcat and Accounting Service configuration and restart the services. Since version 8.4 remove should be done before installation directory is replaced. About Accounting Service start see also Windows single node installation.

    cd "C:\Program Files\Ubisecure\ubilogin-sso\ubilogin"
    config\tomcat\install.cmd
  20. Ensure that you have imported initial signing and decryption key via initial-key.ldif. This should have been completed during earlier upgrades.

    Import key operation needs to be done only once when upgrading from version 8.8.x or older to version 8.9.x or newer, and should not be done for any follow-up updates from 8.9.x or newer to newer versions.

  21. The system upgrade is complete, see also Single node installation finalization

    NOTE:   If you have Ubisecure CustomerID installed, you need to copy the Authorizer files at this point. For instructions, please see document Ubisecure CustomerID Installation, chapter Related tasks when upgrading SSO in Windows - CustomerID.
  22. Either securely remove the backed up ubilogin-sso-old directory, or rename it and store it in a secure location.  All configuration files in the old installation directory (win32.config and unix.config) should either be removed from the system or otherwise protected from unauthorized users.
  23. Clear your web browser’s cache before accessing the user interface.