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Upgrading Census

Please read this document before you upgrade. It contains important information about upgrading Census.

You can upgrade to Census 7.0 from Census 6.0, but not from Census 5.5.

What's changed in Census?

  • Census no longer supports Windows NT as an OS for the Web server.

  • Integration with Active Directory and Windows Domains
    Census integrates with Microsoft Active Directory and with Windows domains, so users can log on to Census using their Windows user accounts, and administrators don't have to manage user information in two places.

    Census synchronizes with Active Directory through LDAP. Easy-to-use wizards make it a snap to configure the integration.

    For each user, you can choose whether to authenticate with Active Directory, Windows domain, or Census security.

  • Automatic Logon
    If you use Windows authentication with Census, users can skip the logon page for Web views. Windows users can simply go to the new, no-logon URL, which immediately displays the list of available Web views. The default no-logon URL is http://server/censusa. You can change the no-logon URL in the Web View Editor.

  • Global Choice Lists
    Choice lists can now be shared across projects, so instead of defining the same choice list every time you start a new project, you can just use the existing, global choice list.
  • Web-based administration of user accounts and groups
    You can now use Census Web Admin to perform all administration of user accounts and groups, including changing a Census user's logon name, assigning users to groups, and enabling/disabling features and projects for groups.
  • Default values for new users and new contacts.
    You can use an existing user as a template for new users, so that when you create a new user, information such as the company name and address are automatically filled in. Similarly, you can use an existing contact to provide default values for new contacts.
  • Create parent-child links between issues

    You can add a Child Issue tab to Web views that allows users to link one or more child issues to a parent issue. For example, if you have several bugs that are all symptoms of the same problem, you can make those bugs the children of the main, parent bug for the problem. Or if a task consists of a number of sub-tasks, the sub-task issues can be children of the main task.

    By default, the parent issue controls the substate of the child issues. For example, when you change the substate of the parent to Fixed, all the children are also marked Fixed. If you want the substate of a child issue to be independent from the substate of the parent issue, load the child issue and on the Overview tab, change Substate controlled by parent to No.

  • Work teams

    You can use Census to help manage and coordinate work teams. To support work teams, Census provides the following capabilities:

    • Build a list of work teams. Census includes a global choice list named Work Team.
    • Assign users to work teams. The User editor (on the Security tab) in Census Web Admin allows you to assign users to work teams.
    • Add an Assigned Work Team field to Web views. This field is used to assign issues to specific work teams, either manually by users or automatically by workflow rules.
    • Define queries for finding work team issues. Census includes a My Work Team’s Issues query that gets all the issues assigned to a user’s work team, but you may want to define additional queries for work teams (for example, a query that finds all open issues assigned to the user’s work team).
  • Control the visibility of users and contacts on a per-project basis
    To control which users and contacts are available in a project, you assign users and contacts to categories, and then specify which categories are visible in the project.
  • E-mail submission
    Issues can now be submitted to Census by sending an e-mail message.
  • E-mail issues from Web views
    Web views now allow users to quickly send an e-mail message containing issue details.

  • KnowledgeBase views
    The Web View Editor can now generate KnowledgeBase (KB) views. KB views are a new type of view that are customized to allow users to search, browse, and read KB articles. A KB view includes a simple search form (a text box and a Go button), a list of KB articles, and a details area for displaying a KB article. The search from allows users to search for text or by KB article number.

    You can generate KB views for any project. For existing projects, we recommend you add new fields especially for the KB article information.

  • Submit-only views now support workflow rules
  • <Value of Field> macro for workflow rules
    You can now define Dependent Values workflow rules that assign the value of one field to another field.

  • Web views - Simple search form
    Web views now include a Simple search form that allows users to quickly search issues. Users simply type the search terms into the Search For box and click Go. For more complex searches, users can click Advanced to display the advanced ad-hoc query editor.

  • Web views - Saved queries
    The advanced ad-hoc query editor now allow users to save and reuse queries. The saved queries are personal queries that the same user can use in any Web view of the same project. In addition, the new Query browser allows users to see the details of saved queries.

  • Web views - Load any issue
    The new Web view attribute Load Issues Not In Query controls whether users can load any issue by typing the issue number in the Issue box. By default, users can load only those issues listed in the Summary List. But if Load Issues Not In Query=Yes, users can load any issue.

  • Web views - Pop-up editors for memo fields
    Memo fields can now have either a pop-up HTML editor or a pop-up text editor. This is controlled by the Editor attribute of a memo field in the Web View Editor.
  • Web views - Timeout alerts
    A user logged on to a Web view is now notified when the session is about to timeout (due to inactivity). The user can reset the timeout counter and keep the session active. This ensures that users who are actively editing issues but have not yet saved their work do not lose their changes.

  • Web views - Hyperlinks in the Summary List
    Users can load an issue by clicking any text in the Summary List.

  • Requirements project
    The Requirements project helps in the painstaking task of gathering, documenting, editing, and communicating project requirements (functional, technical, and other). The Requirements Web view includes pop-up help that describes the purpose of each field.
  • Log off individual users
    The Logons Editor (in Census Admin) now allows you to log off selected users.

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How do I upgrade?

To successfully upgrade and configure Census, you must be able to log on to Windows with a domain account that has Administrator permissions.

To upgrade Census:

  1. Back up the CensusServer folder and all files inside.
  2. If you have projects located outside of the CensusServer folder, you must back up those projects too.
  3. Run an Integrity check on your projects. How?
  4. Make sure all users are logged off. How?
  5. Upgrade the Census Server to Census 7.0.
  6. Regenerate the Web views.
  7. Reapply the workflow rules using the Web Admin.
  8. If you installed Census Admin and the Web View Editor on other computers, upgrade those components. How?
  9. Reapply any Web view customizations. More info

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Frequently Asked Questions

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What happens to my old Census projects when I upgrade?

The Census Upgrade program automatically upgrades all your Census projects. This includes all your definitions (such as users, groups, fields, queries, sorts, layouts, and reports), and all your data (the issues you are tracking). Workflow rules are also upgraded. However, there are some possible cases where workflow cannot be upgraded.

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Do I have to back up anything?

  • Back up the CensusServer folder.
  • If you have projects located outside of the CensusServer folder, you must back up those projects.

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Is there anything else I should do before I upgrade?

Yes. First run an Integrity check on your projects.

  1. Start Census Admin and on the Tools menu, click Integrity.
  2. Select all projects and all tasks, and click Start.

Second, use the Logons Editor in Census Admin to check that all users are logged off. During the upgrade, users will not be allowed to log on.

Finally, if you edited any of the Web view files, copy the edited files to the CUSTOMIZEDFILES folder before you upgrade. The upgrade program will rename this folder, so you will have to move the files to the new CUSTOMIZEDFILES after the upgrade finishes.

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What happens to my Web views when I upgrade?

The Upgrade program preserves your Web view definitions. After the upgrade is finished, the Web views must be regenerated. If the Web views are not customized, the Upgrade program will regenerate the Web views for you.

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What happens to my customizations?

Web view customizations have to be manually reapplied. The Upgrade program backs up your existing customizations by renaming the CUSTOMIZEDFILES folder. You'll need to review and possibly update your customizations to work with the new release. Then you'll have to copy your updated customizations to the new CUSTOMIZEDFILES folder before you regenerate your Web views. In general, we recommend you test all your customizations with the new version of Census.

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Do I have to regenerate my Web views?

Yes. After you upgrade, users cannot log on until you regenerate your Web views. If you haven't customized the Web views, you can have the Upgrade program regenerate your Web views for you. Otherwise, you'll have to update your customizations before you regenerate the Web views.

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Use a different computer for Census 7.0
Census 5.5 components are already installed on two computers: the Web server and the Database server. This scenario requires a third computer, which will be the new Web server for Census 7.0. All Census 7.0 components will be installed on this computer.

computer1 = Web server for Census 5.5
computer2 = Database server for Census 5.5
computer3 = Web server for Census 7.0

  1. On computer3, install a 1-tier configuration of Census 5.5.
  2. Relocate the old 2-tier installation of Census 5.5 to the 1-tier installation on computer3.
    1. On computer3, run the Relocation Wizard program MqRelocateTool.exe. The program is located in the CensusTools\Support\Relocation folder.
    2. In the Logon Name and Password boxes, type the name and password of a Census user. The user must be a member of the Admins group, or of a group with the same permissions.

    3. Under Relocate From:

      • In the Census Server box, enter the location of the Census Server on computer2. Use a UNC path (for example, "\\computer2\CensusServer").

      • If the Computer Name or Local Path boxes are not filled in automatically, type in the missing information.

        • Computer Name is the name of computer2.
        • Local Path is the location of the Census Server on computer2 (for example, “C:\Program Files\CensusServer”).
      • In the Web Server Name box, type the computer name of computer1.

    4. Under Relocate To:

      • Census Server is the location of Census Server on computer3. By default, Census Server is installed in the Program Files\CensusServer folder.
      • Census Tools is the location of Census Admin and the Web View Editor on computer3. The default location is the Program Files\CensusTools folder.
    5. Select the Show Advanced Options check box to show the computer name of computer3. If for some reason the computer name is incorrect or missing, type the name.
    6. Click OK to start the relocation.

Use the old Census 5.5 Database server as the Census 7.0 Web server
Census 5.5 components are installed on two computers: the Web server and the Database server. This section explains how to relocate all the Census 5.5 components to the Database server so that you can use it as the Web server for Census 7.0. After you relocate everything to the Database server, you can upgrade to Census 7.0.

computer1 = Web server for Census 5.5
computer2 = Database server for Census 5.5

  1. On computer1, uninstall the Census Web Server component.

    1. Open Add or Remove Programs in Control Panel.
    2. Click Change or Remove Programs, click Census, and then click Change/Remove.
    3. In Census Setup, click Modify and then click Next.
    4. Clear all the check boxes except for the Census Web Server check box.
  2. On computer2, install the Census Web Server component.
  3. Relocate the 2-tier installation to computer2.
    1. On computer2, run the Relocation Wizard program MqRelocateTool.exe. The program is located in the CensusTools\Support\Relocation folder.
    2. In the Logon Name and Password boxes, type the name and password of a Census user. The user must be a member of the Admins group, or of a group with the same permissions.

    3. Under Relocate From:

      • In the Census Server box, enter the location of the Census Server on computer1. Use a UNC path (for example, "\\computer1\CensusServer").

      • If the Computer Name or Local Path boxes are not filled in automatically, type in the missing information.

        • Computer Name is the name of computer1.
        • Local Path is the location of the Census Server on computer1 (for example, “C:\Program Files\CensusServer”).

    4. Under Relocate To:

      • Census Server is the location of Census Server on computer2. By default, Census Server is installed in the Program Files\CensusServer folder.
    5. Select the Show Advanced Options check box to show the computer name of computer2. If for some reason the computer name is incorrect or missing, type the name.
    6. Click OK to start the relocation.

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How do I upgrade copies of Census Admin and Web View Editor installed on other computers?

  • Log on to the other computers and run the Setup program installed with the Census Server component.

    For example, to upgrade Census Admin on a computer named ABC123, go to ABC123 and run the command:

    \\your-web-server\CensusServer\Setup\Setup.exe

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