It is highly recommended that you apply the latest CRM Update Rollup for each version as you step through your upgrade and before installing our solution packages.

If you are updating from a version prior to version 6 you should review the upgrade instructions for version 6.

Download 

Download and run the latest Adxstudio Portals setup executable (.msi) file.

Update CRM Solutions

Adxstudio Portals 7.0 introduces a new way to manage Adxstudio components and data in CRM. Instead of importing CRM solutions manually, as in previous versions, simply import the AdxstudioInstaller solution, then launch the solution configuration page.

From this interface, you can install and update the Adxstudio components you want, and have their dependencies installed automatically. The installer will also help you keep your installation up to date, and let you install additional solutions and data from the Adxstudio Community Gallery.

Adxstudio Installer is now the preferred way to manage Adxstudio components in CRM.

Installer

Import Adxstudio Installer Solution

The solution file can be found in the Adxstudio Portals installation directory. The default location is

C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Customizations\AdxstudioInstaller.zip

Import this solution into your CRM organization. Wait for the import to complete.

Install Solutions

Double-Click on the AdxstudioInstaller solution listed in the solutions grid.

Click Accept to agree to the EULA.

Now you can begin installing the necessary components for your website.

Select Website Gallery from the dropdown on the top toolbar and click the Install button next to the portal that correlates to portal you have implemented. This will activate all the necessary dependencies for that portal. This will also install the website data, since you already have a website, you should click this Install button one more time to inform the installer to not install the data. Now only the required solutions will be selected for install. Click Items to be installed link on the bottom toolbar to review this list to ensure that all the necessary solutions are to be installed. Click the Install button found on the bottom toolbar.

As of version 7, we no longer ship a AdxstudioPortalsComplete solution file. This solution file was a consolidated solution file with all of our features implemented in a single solution file.  The new installation system allows you to individually select the features you want to install.  If you have the AdxstudioPortalsComplete solution installed in your CRM, it is recommended that you first install all of the required feature solutions then remove the AdxstudioPortalsComplete solution.  If you have made changes to your CRM at the unmanaged layer, you may experience some dependencies that make removing the solution difficult.  In that case, use standard CRM customization techniques to remove any dependencies until you are successful in removing the solution file.  Before you remove the solution file, ensure that you have all of the prerequisite feature solution files installed so that you do not lose any data when you remove the AdxstudioPortalsComplete solution file.  Removal of this solution file is recommended but not mandatory. That said, over time you may experience more difficulties removing it as new dependencies sneak into your CRM and you upgrade your individual feature solution files, so removing it earlier is recommended.

Update Portal Code or Framework Library References

If there have not been any changes to the MasterPotal code, it is recommended that you replace it with the new version.

If custom code has been added to the MasterPortal code, to leverage the updates to the Adxstudio Portals framework you will need to update your web application's library references to the latest library (.dll) files provided in the Adxstudio Portals installation directory. The default location is

C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Framework\

 

Entity List & Entity Form Update

The Master Portal web application project has been updated to include new components and to leverage ASP.NET bundling to provide improvements to the Entity List and Entity Form features. You will need to update your web application project as follows:

  • Recommend making a backup of your project files first.
  • Copy the Portal area (C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Samples\MasterPortal\Areas\Portal) and all its contents to the Areas folder in your project.
  • Copy the contents of the js folder (C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Samples\MasterPortal\js) to the js folder in your project.
  • Copy portal.css (C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Samples\MasterPortal\css\portal.css) to the css folder in your project.
  • Copy webforms.css folder (C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Samples\MasterPortal\css\webforms.css) to the css folder in your project.
  • Copy the App_Start folder (C:\Program Files (x86)\Adxstudio\XrmPortals\<version>\Samples\MasterPortal\App_Start) and all its contents to the root of your project.
  • Edit the Global.asax.cs file and add the following line to the Application_Start method:
    BundleConfig.RegisterBundles(BundleTable.Bundles);
  • Edit the Default.master file:
    • Replace the following 
      <link rel="stylesheet" href="<%: Url.Content("~/js/google-code-prettify/prettify.css") %>">
      <link rel="stylesheet" href="<%: Url.Content("~/css/portal.css") %>">
      <link rel="stylesheet" href="<%: Url.Content("~/css/comments.css") %>">
      <link rel="stylesheet" href="<%: Url.Content("~/css/ratings.css") %>">
      <link rel="stylesheet" href="<%: Url.Content("~/css/polls.css") %>">
      <link rel="stylesheet" href="<%: Url.Content("~/css/map.css") %>">
      <link rel="stylesheet" href="<%: Url.Content("~/css/bootstrap-datetimepicker.min.css") %>">
      with
      <%: System.Web.Optimization.Styles.Render("~/css/default.bundle.css") %>
    • Replace the following 
      <script src="<%: Url.Content("~/xrm-adx/js/jquery-1.8.3.min.js") %>"></script>
      <script src="<%: Url.Content("~/js/moment-with-langs.min.js") %>"></script>
      <script src="<%: Url.Content("~/js/bootstrap-datetimepicker.min.js") %>"></script>
      with
      <%: System.Web.Optimization.Scripts.Render("~/js/default.preform.bundle.js") %>
    • Replace the following 
      <script src="<%: Url.Content("~/js/bootstrap.min.js") %>"></script>
      <script src="<%: Url.Content("~/js/date.js") %>"></script>
      <script src="<%: Url.Content("~/js/jquery.timeago.js") %>"></script>
      <script src="<%: Url.Content("~/js/google-code-prettify/prettify.js") %>"></script>
      <script src="<%: Url.Content("~/js/portal.js") %>"></script>
      with
      <%: System.Web.Optimization.Scripts.Render("~/js/default.bundle.js") %>

Bootstrap 3 Update

The Master Portal web application project has been updated to implement Bootstrap 3. If you have a custom Bootstrap file you need to produce a new one for version Bootstrap 3.3.2