Installation & Administration

CardIQ Upgrade and Migration Guide

Upgrade CardIQ application files and sequential SQL migrations with backups, validation and conservative rollback.

Before an upgrade

Before an upgrade

Back up the database, uploads and other persistent files, hosting-only configuration, and any Wallet certificates or credential files. Record the deployed application and schema state, review release notes and migration files, use a maintenance window for material changes, and rehearse in staging where practical. Verify every backup before proceeding.

Application and database update

Application and database update

Deploy the authorized release files without overwriting environment-specific config.php or persistent uploads. Use the release instructions and migration tracker where available to determine applicable install/update_v*.sql files and their order. Inspect each SQL file, never skip a required migration, and never assume every migration is repeat-safe. Stop on errors and investigate rather than blindly rerunning changes.

Validation

Validation

After the update, test the public site and HTTPS, Super Admin and Company Admin login, employee and company profiles, QR/NFC destinations, mobile authentication, entitled APIs and webhooks, configured Wallet issuance, lifecycle controls, email delivery, uploads, audit records and private logs. Revalidate enabled enterprise identity integrations, including Entra sign-in, Entra lifecycle reconciliation and SCIM Users provisioning where configured.

Rollback

Rollback

CardIQ does not claim an automatic rollback for every database migration. Where rollback is required, restore a verified pre-upgrade database, compatible application files, configuration and persistent-file set, then validate the combined state before returning traffic.

Backup and restore operations

Backup and restore operations

CardIQ includes an administrator database export capability, but does not claim automatic full-environment backups. The hosting operator must define encrypted retention and offsite copies for database, uploads, configuration and Wallet material; restrict access and routinely perform restore tests.

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