This guide is for customers managing their self-hosted installation of Tax Balance. If you are using hosting option, we take care of everything for you, which means you don't need to worry about upgrades.
About this guide
This guide provides various upgrade scenarios with the goal of mitigating risk.
Core concepts
Tax Balance connects to a SQL Server database, and can be hosted:
- Windows with IIS
- In a Linux coutainer
Upgrade Process
When running on Windows, the typical (manual) upgrade process is:
- Stop the IIS Site in the IIS Manager
- Backup configuration files
appsettings.jsonin root directory of the applicationconfig.jsoninwwwroot/assets
- Manually replace all files of the application directory with the provided update package
- Restore the previously backed up configuration. Be aware, that a merge with the existing configuration might be necessary, as setting keys might have been added, removed or changed. See Release Notes for further information.
- Start the IIS Site in the IIS Manager
The database will be automatically upgraded to the expected scheme. If the application pool user does not have the db_owner role you might want to manually upgrade the database via the command line interface.