Upgrading to Sitecore Identity Server 8

This guide describes how to upgrade Sitecore Identity Server from version 7 to version 8.
In our setup, the Identity Server is hosted on Azure App Service, but the same steps also apply to on-premises hosting.

Prerequisites

• Access to the Identity Server file system
• Access to the SQL Server hosting the security database (typically the Core database)
• Sitecore Identity Server 8 installation packages:
  • Sitecore.IdentityServer.8.x.x.scwdp.zip
  • Sitecore.IdentityServer.UpgradeScripts.8.0.zip

Upgrade Steps

• Back up the Sitecore security database (usually the Core database).
• Back up the following:
  • Config\production\Sitecore.IdentityServer.Host.xml
  • The entire \sitecore folder
  • Back up the license file: \sitecoreruntime\license.xml
• Clean the Identity Server root folder. Delete all folders and files in the root directory of the Identity Server.
• From Sitecore.IdentityServer.8.x.x.scwdp.zip, copy all folders and files from: Content\Website into the Identity Server root folder.
• Copy the backed-up files back into the root folder, overwriting the existing files where necessary.
• Make sure the connection string has Encrypt=true;TrustServerCertificate=false; For local develop instance, we use Encrypt=false;
• In sitecorehost.xml, verify that: InstrumentationKey and ConnectionString are correctly configured for Application Insights. If Application Insights is not used, leave these values empty.
• Open SQL Server Management Studio and execute the upgrade script from: Sitecore.IdentityServer.UpgradeScripts.8.0.zip against the security database (usually the Core database).
• Restart the Identity Server site