Upgrading Secret Server

This topic only applies to Secret Server On-Premises.
For manual upgrades, please see the Secret Server On-Premises Upgrade Checklist prior to upgrading.
If you have Privilege Manager installed, the Secret Server upgrade process will begin an upgrade for Privilege Manager as well.

How Standard Upgrades Work

Secret Server periodically polls the update server to detect new updates. If the "Allow Automatic Checks for Software Updates" option is enabled in the Admin > Configuration menu, you will see the "An update is available (xx.x.xxxxxx)" link after logging in with an administrator account.

Before You Begin

  1. Ensure you will have access to account credentials for the server hosting Secret Server AND the SQL Server instance hosting your Secret Server database.

  2. Ensure you have a recent backup of the application files and database available.

  3. If you use clustering, stop the application pools on all of the servers except the one that is currently the "primary."

How to Upgrade

  1. From a computer that has outbound network access, go to Settings > All Settings and click the Upgrade Secret Server link in the Content section. Admin > Upgrade. The Upgrade Secret Server page appears.

  2. Ensure your install is backed up:

    All your data is encrypted using the encryption.config file in your Secret Server application folder. Your data cannot be decrypted without it. Thus, it is critical that you backup the application folder and its contents before proceeding.

    1. Click the Backup button. The Admin > Backup tab appears. Here you can configure and then run a backup of the SQL Server database and the web application. You can save backups to local folders or network folders through configuration. The AppPool running Secret Server must be configured to not shut down. The IIS Application pool will need Full Control to the backup folder specified for this user. Click the links on the tab to learn more before continuing.

    2. Click the Run backup now button

    3. When finished backing up both, return to the Upgrade Secret Server page and click to select the The Secret Server database and application folder have been backed up check box.

  3. Click the Continue button. Another Upgrade Secret Server page appears.

  4. Click the Download Latest Version button to download Secret Server. Wait for the download to finish. The Install Secret Server Upgrade page appears.

  5. Click the Upgrade button. The upgrade starts. When it is finished, the Secret Server Upgrade Installation Status page appears.

  6. Click the Return to Home button to return to the dashboard. The upgrade is complete.

  7. If you intend to use Web clustering, proceed to Upgrading Secret Server with Web Clustering.