Platinum HRM – HR Workshop 8.

Upgrade Guide

Release Date: Oct. 31, 2020

Building 10, No. 99 Tianzhou Road, Caohejing High-Tech Park, Shanghai

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Table of Content

1. System Configuration before Upgrade ................................................................... 3

1.1. Set the Regional Options to Chinese ............................................................ 3
1.2. Check Database Property ............................................................................. 5
1.3. HR Workshop 8.7 Exists?............................................................................. 9
1.4. Confirm that Port 80 has been Added in IIS .............................................. 10
2. Upgrade Steps ....................................................................................................... 10
3. Installation of HRM employee attachment file migration tool ............................. 20
4. Actions after Upgrade ........................................................................................... 25
5. Services Related with HR Workshop 8.8 ............................................................. 26

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1. System Configuration before Upgrade

1.1. Set the Regional Options to Chinese

⚫ It’s recommended to set the Language to Chinese (PRC) if your Windows system
of application server or database server is English Version, otherwise error may
occur during upgrade process. Please do the following:
◼ Step1: Go to Control Panel → Regional and Language Options → Regional
Options, select Chinese (PRC) from Standards and formats.

◼ Step2: Go to Control Panel → Regional and Language Options → Language,

tick off Install files for East Asian languages checkbox.

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◼ Step3: Go to Control Panel → Regional and Language Options → Advanced,

select Chinese (PRC) from Language for non-Unicode programs dropdown
list.

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Notice: This setting is suitable for English Version Windows O/S. For Chinese
Version Windows O/S please skip this step. Please refer to the above steps or
corresponding handbooks for Windows system of other languages.

1.2. Check Database Property

Note: Database migration might lead to the consequence that the HR-Workshop
product’s database property of ‘Collation’ is different from that of the database
server’s default property. So, if the product’s database has ever been migrated, please
pay your attention to the following information.
⚫ Make sure HRM - HR Workshop database property of ‘Collation’ is same with
that of database server’s default property. Inconsistence of the Collation
properties might result in the HRM - HR Workshop system can not run as
expected.
◼ View HRM - HR Workshop database property of Collation.
Step1: Right click the product’s database, select ‘Properties’.

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Step2: View Collation’s value in the page of ‘General’.

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◼ View database server’s default property of Collation.

Step1: Right click ‘tempdb’ under node System Databases, and select
‘Properties’.

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Step2: View Collation’s value in the page of ‘General’.

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⚫ In case the product’s database Collation is not same with database server’s default
Collation, do the following:
◼ Back up the product’s current database
◼ Install another new SQL Server instance (or reinstall the current SQL Server
program). During installation, set the new SQL Server’s Collation property
the same with the Collation property of the backup database
◼ Restore the backup database to the new SQL Server

1.3. HR Workshop 8.7 Exists?

Make sure the current version is HRM - HR Workshop 8.7(either GA or SP). Or

else, this upgrade program should NOT be activated.

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1.4. Confirm that Port 80 has been Added in IIS

If port 80 in IIS is deleted, HRM will not be installed normally when the
application environment uses https. Therefore, in order to ensure the smooth progress
of the installation, port 80 needs to be added in IIS, and then to delete port 80 after the
installation is complete.

2. Upgrade Steps

Please following the below steps to upgrade HRM - HR Workshop 8.7 to HRM – HR
Workshop 8.8:
1. Right-click Setup.exe and select ‘Run as administrator’ to run the Install Shield
wizard. The Preparing to Install window appears:

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2. Installation program will check the operating system configuration. If

requirements are satisfied, it will go to welcome to Install Shield Wizard window,
or install wizard will pop up warning message.
The program will also check if both Standard Version and Demo Version are
installed. If so, it is recommended to remove one of them to move on.

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Click Install to begin the installation.

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3. After installation completed, click Finish button to finish program upgrade.

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4. Database upgrade. User can choose create new database or update existing
database.

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5. Setup database parameters, include sql server type, database server type, database
name, user id and password.

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Use Windows Authentication:

It is checked, the system will use Windows Authentication mode when creating
database.
It is unchecked, the system will use SQL Server authentication mode.
Note: use windows authentication mode only applies to the app and database in same
server.
When using windows authentication mode to create database, the information
‘Integrated Security=True’ will be added in web.config file and the Identity account
(such as: networkservice) of PlatinumHRM application Pool in IIS must has dbowner
access for database.

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If the mode of ‘using a user name and password’ is selected to be used for
database installation, enter the correct user name and password in Login ID and
Password. The Login ID is usually sa.
Click ‘Connection Test’ button to test the database connection, the button ‘Next’
is enabled until the connection testing succeeds.
After Finish setup, click next to begin the database installation.

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6. After installation completed, click Finish button to exit wizard. The server needs
to be restarted to complete the configuration update after completing the upgrade.

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Note: After upgrade completed, all the files under the installation path will be
covered, including asp file, js file, xml file and resource file.

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3. Installation of HRM employee attachment file migration

tool

Click Finish to enter the installation of the HRM employee attachment file
migration tool after the HR Workshop 8.8 upgrade finished. Click Next and start the
installation. The attachment file migration tool needs to be on the same server as the
HRM application environment.

Select the installation path, the installation path of HRM is automatically read by
default.
Choose file storage location:
Select HRM File Directory: The attachments will be stored in the HRM file
directory by default. Click Next, and the installation is complete. The relevant
configuration parameter in the HRM web.config file will be automatically

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updated to <add key="UseResourceAttachment" value="N" />.

Resource Service:
The system automatically creates this service, which can be configured to
store attachment files in the attachment table of the HRM or Workflow database.
Click Next.

Select Resource Service and click Next to enter the database connection test:

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After the connection test is passed, click Next to start copying files.

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Click Finish to complete the installation. The relevant configuration

parameters in the HRM web.config file will be automatically updated to <add
key="UseResourceAttachment" value="Y" />.

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The installation is complete. The updated configuration will take effect after
restarting the system.

4. Actions after Upgrade

After the upgrade, you need to login the system, enter [Database Dictionary]
module, and click ‘Update database’ icon to refresh the database.

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5. Services Related with HR Workshop 8.8

After installing HR Workshop 8.8, two services of ‘HRPScheduleService’

and ‘HRPJETService’ will be automatically installed and set as ‘started’.

You must start the services by manual if the status is ‘stopped’ when the
application server is re-started.
Note:
‘HRPScheduleService’ depends on the ‘HRPJETService’, which means that
‘HRPScheduleService’ will be automatically stopped if user stops the service of
‘HRPJETService’ while ‘HRPJETService’ will be automatically started if user
starts the service of ‘HRPScheduleService’.

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