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Upgrade Process

Here is an overview of the steps that you will take during upgrade of PoolParty for SharePoint.

Important

Before you start, make sure that you fullfil the minimum prerequisites and requirements.

  1. Use the PoolPartyForSharePointAdminStructureUPDATEScript.ps1 PowerShell script from the deployment package to update system lists that were created during installation.

    The procedure is the same as for fresh installation: Generate System Lists). In step 1, run PoolPartyForSharePointAdminStructureUPDATEScript.ps1 instead.

  2. Upload packages with updated SPFx functions into corresponding app catalogs.

    1. Upload the PoolParty for SharePoint Administration application package (poolparty-for-sharepoint-admin-web-part.sppkg) into the corresponding site app catalog created during installation.

      For a step-by-step guide, refer to the installation documentation: Deploy PoolParty for SharePoint Administration to the Site App Catalog.

    2. If you want to use the Tagging module, upload the PoolParty for SharePoint Search application package (poolparty-for-sharepoint-search-web-part.sppkg) into the corresponding site app catalog created during installation.

      For a step-by-step guide, refer to the installation documentation: Deploy PoolParty for SharePoint Search to the Site App Catalog.

    3. If you want to use the Tagging module, upload the the PoolParty for SharePoint Command Bar and Views extension package (poolparty-for-sharepoint-list-webparts-client-side-solution.sppkg) into the tenant app catalog.

      For a step-by-step guide, refer to the installation documentation: Deploy PoolParty for SharePoint Command Bar and Views.

  3. Upload packages with updated Azure functions into corresponding function apps. You should have a dedicated function app for each module (Tagging, SharePoint synchronization) you are using.

    For a step-by-step guide, refer to the installation documentation: Deploy PoolParty for SharePoint Command Bar and Views.

  4. Optional: If desired, you can change the configuration settings of Azure functions.

    Note

    If you have already changed those settings during installation or previous upgrades, your changes have been preserved.

    1. You can change the authentication method to protect the API calls between PoolParty for SharePoint and PoolParty.

      Specify Authentication Method for the API Calls between the Azure Functions and PoolParty

    2. If you want to use the Tagging module, you can lower Azure costs by exclude/include-listing certain file types for tagging. You can also set a limit on the file size.

      Note

      The tagging process works with text-based files and other file types will not return any results.

      Limit Files for Tagging

    3. If you want to use the Term Store Synchronization module, you can enable and configure logging of Term Store synchronizations on the concept level.

      Configure Term Store Synchronization Logging in Administration Application

    4. You can enable the built-in App Service authentication by Microsoft to provide the Azure functions with an additional layer of security.

      Enable Authentication with Microsoft Entra ID (Azure AD) for Azure Functions

  5. Optional: If you are experiencing issues after the upgrade, you can use the GetVersion and GetWebsite functions to test whether the PoolParty server is up and running and PoolParty for SharePoint can access it.

    Verify the Connection between PoolParty and the Azure Portal

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