How to Upgrade The Boring Toolbox to the Latest Version (video)

You can easily upgrade the Boring Toolbox by installing the new version over the old one.

Upgrading from v5 to v6

If you are already using managed sites in The Boring Toolbox, we have created a guided workflow to help you migrate them to the new browser architecture.

Here's a step-by-step guide to help you through the process:  Install, activate, create

1. The Parent Site
   • Install Boring Server
     • Download and install the latest version of the Boring Server.
       • This process is the same as the initial installation process and you can find our step by step guide here.
     • If you are upgrading from v5 to v6, all sites, even child sites, will show up as individual parent sites.  We will convert them to child sites in later steps.
       
       
   • Activate the Parent Site
     • At the end of the installer, you will be prompted to log into the Boring Toolbox in the browser.  If you have already closed the installer, open a browser and navigate to https://[address -of-your-server]/boringtoolbox.
     • Log in using your Milestone administrator credentials.
     • You will be asked to activate your license in the browser during your first login.  Click Yes.
     • Enter your license and click Activate License.
     • Your parent site is now ready to accept child sites.
       • NOTE: Your existing site configuration will be carried over from the Boring Toolbox desktop client.
       • To confirm, you can click on Managed Site and click on the parent.  A drawer will slide from the right of the screen and show you the site’s configuration details.
         
         
2. Child Sites
   
   
   • Install Boring Server:
     • Download and install the latest version of the Boring Server.
     • NOTE: When you install the latest version, the child sites will appear as individual parent sites until we convert them in a later step. 
       
       
   • Activate and convert the Child Site 
     • At the end of the installer, you will be prompted to log into the Boring Toolbox in the browser.  If you have already closed the installer, open a browser and navigate to https://[address -of-your-server]/boringtoolbox.
     • Log in using your Milestone administrator credentials.
     • You will be asked to activate your license in the browser during your first login.  Click Yes.
     • Enter your license and click Activate License.
     • Wait about 30 seconds and navigate to Managed Sites.
       • If you get a notice asking you to activate your license again.  Click, No and refresh.  This means you were a little too quick for Boring 🙂
     • Click on the site's name, and a details drawer will slide out from the right side.
     • Click the three dots next to the site name.
     • Click Convert to managed site.
     • Enter the IP address of the parent site.
       
       
   • Approve Child Sites in the Parent Dashboard
     • Navigate back to the Managed Site page on the Parent and refresh the page.
     • You will now see the Child Site waiting for approval.
     • Approve the pending child site, review the configuration, and save it.
       • NOTE: Your existing site configuration will be carried over from the Boring Toolbox desktop client. 
     • Repeat this process for each additional child site.
       
       
3. Global Dashboard
   • Return to the Parent Site once all child sites are approved and online.
   • Navigate to the "All Sites" tab to view the Global Dashboard.
   • The dashboard provides a comprehensive, actionable view of your sites' health, with clickable data for quick access to details.

Important Notes

• The process is completed per site, so each site must be manually added and configured.
• For users with online licensing, this guide covers the full process. A separate guide for offline licensing will be provided soon.

Upgrading v5 to v5