Upgrading Tax Balance

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 container 

Upgrade Process

When running on Windows, the typical (manual) upgrade process is:

• Stop the IIS Site in the IIS Manager
• Backup database
• Backup configuration files
  • appsettings.json in root directory of the application
• 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 Versionshinweise for further information.
• Start the IIS Site in the IIS Manager