Configuration files
OrderEntry, TIP, ServiceLayer and Client configs all have to update the version number of the assembly redirect binding for common.logging and Newtonsoft.Json.
Before it was:
<assemblyIdentity name="Common.Logging" publicKeyToken="af08829b84f0328e" culture="neutral" /> <bindingRedirect oldVersion="0.0.0.0-2.0.0.0" newVersion="2.0.0.0" />
<assemblyIdentity name="Newtonsoft.Json" publicKeyToken="30ad4fe6b2a6aeed" culture="neutral" /> <bindingRedirect oldVersion="0.0.0.0-4.0.8.0" newVersion="4.0.8.0" />
And is now:
<assemblyIdentity name="Common.Logging" publicKeyToken="af08829b84f0328e" culture="neutral" /> <bindingRedirect oldVersion="0.0.0.0-2.1.1.0" newVersion="2.1.1.0" />
<assemblyIdentity name="Newtonsoft.Json" publicKeyToken="30ad4fe6b2a6aeed" culture="neutral" /> <bindingRedirect oldVersion="0.0.0.0-4.5.0.0" newVersion="4.5.0.0" />
You can safely do find replace on the configs for each service and the client config.
Database
Kodiak OMS 1.7 has a few additional database fields that need to be added before upgrading.
You can safely update the database while the older version is running, it will just ignore the additional fields.
ORACLE
ALTER TABLE ALLOCATIONS ADD QUANTITY_TYPE NUMBER(1,0) NULL;
ALTER TABLE CUSTOMERS ADD DEFAULT_SEND_EMAIL NUMBER(1,0) NULL;
ALTER TABLE TRADE_REPORTS ADD INCLUDE_FEE_IN_PRICE NUMBER(1,0) NULL;
ALTER TABLE TRADE_REPORTS ADD FEE FLOAT NULL;
ALTER TABLE TRADE_REPORTS ADD ALLOCATION_PRICE FLOAT NULL;
ALTER TABLE TRADE_REPORTS ADD FEE_TYPE NUMBER(10,0) NULL;
ALTER TABLE TRADE_REPORTS ADD TOTAL_FEE FLOAT NULL;
ALTER TABLE TRADE_REPORTS ADD TOTAL_PAYMENT FLOAT NULL;
MSSQL
ALTER TABLE CUSTOMERS ADD DEFAULT_SEND_EMAIL bit NULL;
ALTER TABLE ALLOCATIONS ADD QUANTITY_TYPE bit NULL;
ALTER TABLE TRADE_REPORTS ADD INCLUDE_FEE_IN_PRICE bit NULL;
ALTER TABLE TRADE_REPORTS ADD FEE DOUBLE PRECISION NULL;
ALTER TABLE TRADE_REPORTS ADD ALLOCATION_PRICE DOUBLE PRECISION NULL;
ALTER TABLE TRADE_REPORTS ADD FEE_TYPE INT NULL;
ALTER TABLE TRADE_REPORTS ADD TOTAL_FEE DOUBLE PRECISION NULL;
ALTER TABLE TRADE_REPORTS ADD TOTAL_PAYMENT DOUBLE PRECISION NULL;