1. Installation of ZenTao 15.0+ series (For new users)

The installation of ZenTao 15.0+ series is the same as the previous versions.

Please click here to review to the related document.

2. Upgrade to ZenTao 15.0+series (For familiar users)

We provide two upgrade approaches: Upgrade according to the usage habits of the previous version and upgrade in the new program management model.

If you choose the former approach, the functions of left navigation and multi-application viewing and operation will be added after the upgrade is completed.

If you choose the latter approach, the functions of left navigation and multi-application viewing and operation, as well as the concepts and functions of program and execution will be added.

After the upgrade according to the usage habits of the previous version is completed, you can still upgrade to the new program management model in More-Admin-Custom-Model. But after that you can't switch to the previous version anymore.

Please choose the upgrading method according to your actual needs.

2.1 Upgrade procedure

2.1.1. Upgrade Steps

2.1.1.1 It is important to back up your data before upgrading.

2.1.1.2 Download the source code package (zip file) of version 15 from ZenTao official website.

2.1.1.3 Unzip the source package and overwrite it to the original directory. For example, the previous installation directory is under C:\xampp\zentao, then overwrite the code to C:\xampp\zentao. The operation method is: copy all the files under zentaopms/ and paste them under xampp\zentao.

2.1.1.4 Run the upgrade program. If the access path of Zentao is http://192.168.1.99/zentao/, the upgrade path is http://192.168.1.99/zentao/upgrade.php.

2.1.1.5 Choose the corresponding version according to the instruction and follow the prompts to upgrade.

2.1.2. Notice

• Do not remove the original program and then extract the new version, please be noticed it's overwrite.
• Do not copy as C:\xampp\zentao\zentao
• Do not download the program that ends with .exe, otherwise, the original data will be overwritten.

2.1.3.Others

Verify ok.txt

A reminder of back-up data before upgrading

Select the previous ZenTao version

Confirm to upgrade SQL

Select the upgrading model

2.2 Upgrade according to the usage habits of the previous version

Select Upgrade according to the usage habits of the previous version, click the start button.

SQL has been upgraded in the previous step, you only need to create an FTR index to finish the upgrade.

Personalized settings need to be done before logging in. Set the default requirement concept, product default landing page, and project default landing page. This setting only takes effect for the currently logged-in user.

2.3 Upgrading according to the new program model

After the upgrade according to the usage habits of the old version is completed, the administrator still can upgrade to the new program management model in More-Admin-Custom-Model.

You can also directly select the new program management model to upgrade in the steps before.

After upgrading successfully, the first thing that needs to be done is migrate data, please follow the instruction.

Products in the previous version still can be viewed in the product view.

Please be specially noticed that after upgrading in the new program management model and migrating data, there are some differences of projects between the original version and the upgraded version.

The project in the original version was a sprint/iteration, you can view it in Execution view.

The project in ZenTao 15 series includes one or more sprints/iterations, you can view it in the Project view.

We provide 4 data migration solutions:

• Products and iterations organized by product lines. Migrate all the products and iterations under the product line into one program and project, or migrate separately as needed.
• Iterations organized by product. One or multiple products and their iterations can be migrated to a program and project.
• Independent iterations. Multiple iterations can be migrated to a program, or one iteration can be migrated to one program individually.
• Iterations associated with multiple products. You can choose to classify such iterations into a new project.

Now let's migrate data.

Independent iterations and iterations associated with multiple products can be placed in the created programs and projects or new-created programs and projects.

After the data migration is completed, congratulations that you have successfully upgraded ZenTao to the new program management model.