Upgrade SRM to the Latest Version via Plesk

This page is intended for users who are currently using Smart Report Maker (SRM) version 9.0 or later and are hosting their application on a Linux server managed through Plesk. If you are using a version older than 9.0, do not follow the steps on this page. Instead, please contact our support team for assistance.

Step 1: Back Up Your Current SRM Installation Using Plesk

Before starting the upgrade, it’s essential to back up your SRM system. This ensures that you can restore your data if anything goes wrong during the upgrade.

1.1 Backing Up SRM Files via Plesk File Manager

  1. Log in to your Plesk control panel.
  2. Go to Files from the left-hand menu.
  3. Navigate to the folder where SRM is installed.
  4. Typically (though not necessarily), it should be located inside a directory such as: /var/www/vhosts/yourdomain.com/httpdocs/path_to_srm/srm
  5. Click the three-dot menu (⋮) next to the srm folder and select Compress (or Add to Archive in some Plesk versions).
  6. Choose ZIP archive, name the file (e.g., srm_backup.zip), and confirm.
  7. Once compression completes, download the backup file to your local machine or move it to a secure location on your server.

1.2 Backing Up the SRM Database via Plesk phpMyAdmin

  1. In Plesk, go to Databases from the left-hand menu.
  2. Find the database used by your SRM system (the one you selected during installation) and click phpMyAdmin.
  3. In phpMyAdmin, select the SRM database from the left sidebar.
  4. Click the Export tab.
  5. Choose the Quick export method and keep the format as SQL.
  6. Click Go to download the backup file (e.g., backup.sql) to your local machine.

Once you have backed up both the SRM files and database, you are ready to begin the upgrade process.

Step 2: Rename the Existing “srm” Directory

  • In Plesk File Manager, find the srm directory.
  • Click the three-dot menu (⋮) next to it and choose Rename.
  • Rename it to srm_old.

Step 3: Upload the New Version of SRM

Inside the new SRM package (matching your PHP version), you’ll find:

  • srm directory – Contains the new SRM files.
  • install.sh – Used for fresh Linux installations only.
  • install.ps1 – Used for fresh Windows installations only.
  • update.sh – Used to update an existing SRM installation on Linux.
  • update.ps1 – Used to update an existing SRM installation on Windows.

Note: The image shows the contents of the downloaded new version. We only need the srm directory and the update.sh script.


For the upgrade, you only need the new srm directory and the update.sh script.

  1. In Plesk File Manager, navigate to the same directory where your old srm was located.
  2. Upload the new srm directory and the update.sh script.

Your directory should now look like:

  • srm_old – the renamed folder of your old SRM version
  • srm – the new version’s folder you just uploaded
  • update.sh – the script used to complete the upgrade process

Note: The image shows the renamed old version (srm_old), the newly uploaded version (srm), and the update script (update.sh) placed in the same directory.

Step 4: Set Proper Permissions

  • In Plesk File Manager, locate the update.sh script
    • Click the three-dot menu (⋮) → Change Permissions.
    • Set it to 755.
  • Do the same for the new srm directory.
  • Ensure update.sh has execute permission.

Step 5: Execute the Upgrade Script

Step 5.1: Open the Terminal

5.1 Open the Terminal
To execute the update script:

  • In Plesk, go to Websites & Domains → find your domain → click Open in Terminal (black terminal icon).
  • If the Open in Terminal option is missing, connect to your server via SSH using your hosting credentials.

Step 5.2: Navigate to the SRM Directory

In the terminal, you might need to verify your current location by running the following command:

pwd

Navigate to the directory that contains the srm folder. You can do this by running:

cd /path_to_srm

Replace /path_to_srm with the actual path where “srm” directory is located.

Step 5.3: Verify the Presence of the Update Script

Verify that the update.sh script, along with the srm and srm_old directories, are present in the current directory by running the following command:

ls -ahl

Note: You should see update.sh listed in the output as well as the “srm” directory.

Step 5.4: Run the Update Script

To start the upgrade process, run:

bash update.sh

if you encounter an issue due to permissions you can try the following command instead:

sudo chmod +x update.sh && bash update.sh

As an alternative, you can run this command:

sudo chmod +x update.sh && ./update.sh

Step 6: Validate the Updated Version

Log in to your SRM system using the same URL and your existing credentials.
You should see all your data exactly as it was, now enhanced with the new features included in the latest version.

To confirm the version number, click the About icon located in the top-right toolbar.

Step 7: Clean Up After a Successful Upgrade

Once you’ve confirmed that the upgrade was successful:

  • You may safely delete the following items:
    • srm_old (the renamed old version)
    • existed_resources (temporary update files)
    • update.sh (The updating script)

These files and folders should be located at the same directory level as the srm folder.

⚠️ Important: Do not delete the backup you created in Step 1. Keep it stored securely in case you need to restore your system in the future.

If the Upgrade Was Not Successful

If something went wrong during the upgrade:

  • Check the update.log file for detailed error messages.
  • Review the .progress file to see how far the process went.

Summary

You can upgrade SRM 9.0 or later to the latest version by:

  • Backing up files and database via Plesk File Manager and phpMyAdmin
  • Renaming the old version
  • Uploading the new version and update.sh script
  • Setting proper permissions
  • Running the automated update.sh script
  • Validating and cleaning up after success