To upgrade the system from TrackStudio 2.8 to TrackStudio 3.0, you must do the following: 

1) Backup your database. You can do this through the DBMS, for instance, by using the imp/exp utility in ORACLE. The backup will allow you to use version 2.8 until possible problems with TrackStudio 3.0 are solved. 

2) Unpack the archive with TrackStudio 3.0 to a separate directory. 

3) Stop the TrackStudio 2.8 instance. 

4) If you are using the standalone version, run sman.exe from TrackStudio 3.0, go to the Database Management tab, and press the Upgrade Database button. 

5) If you are using the WAR version, execute the update script for your DBMS. 

6) If errors or problems occur while upgrading the DB, you should contact us and continue using TrackStudio 2.8 until the problem is solved. 

7) Configure TrackStudio e-mail notification, e-mail submission and LDAP properties. Ensure that you set the correct upload directory path. 

8) Remove TrackStudio 2.8 full text search index (index subdirectory in trackstudio.uploadDir). TrackStudio 3.0 uses the more recent version of the search engine and index should be rebuilt. 

9) Start TrackStudio 3.0 

10) Login as root 

11) TrackStudio 3.0 uses new hierarchical system of permissions. Please check permissions for all your user groups (User Management->Status tab). 

12) TrackStudio 3.0 uses new template-based e-mail notification system. Set templates/common_html.ftl as HTML template and templates/common_text.ftl as plain text template (User Management->E-Mail Templates tab). 

13) TrackStudio 3.0 uses new project-specific external user self-registration rules. Please create your self-registration rules using TrackStudio web GUI (User Management->Registration tab). 

14) TrackStudio 3.0 uses new object model for calculated custom fields. Now you should rewrite your scripts using User Management->Scripts tab. 

• If you have been using an older version of TrackStudio, you should upgrade your database to version 2.8 first using the TrackStudio 2.8. If you have any problems, please contact us.
• The database initialization procedure (the Create Database button) must be performed only in the case of the initial installation of TrackStudio. If you have used TrackStudio before, you must use the Upgrade Database button.

• During the first launch TrackStudio re-indexes of the database. It can take 5-10 minutes.
• XML Import/Export allows you to transfer the data of TrackStudio 3.0 between various DB, but it cannot be used to transfer data between various versions of TrackStudio.
• TrackStudio 3.0 sends e-mail notification messages from submitter's name, not from TrackStudio name. Use X-TrackStudio header to filter e-mails.