PREREQUISITES: 
1. Adequate downtime. It is recommended that all instances of SDMS, Statistica and Enterprise Manager (Webstatistica/Live Score/Data Entry) sessions are closed
2. Administrator privileges on Enterprise Manager, SDMS and SDMS Server
3. SDMS Meta database details.
4. SDMS Product Key / Statistica product key (Note: SDMS Product key and Statistica Product key are the same on newer versions of Statitica (13.1 and later versions)
5. The new installer copied to the SDMS Server . The installer files are located at the eDelivery website here.  A login is required to download the installer files.  Search for "TIBCO Statistica Documentation Management System Software."    For SDMS version 1.0.9.0, the files are named TIB_stat-dms_13.3.0_win.zip.   The "dms" in the file names stands for "Document Management System."  
      a. Select all the following based on the outlined items in green below:
     
          b.  Click on the TIB stat-dms_13.3.0_win.zip (v13.3.0) (86MB) listing above to begin the download
  
The upgrade procedure calls for older versions of SDMS to be uninstalled first and then the new version must be installed, pointing to the same database as what was used with the old SDMS install.  The specific versions are:
SDMS 1.0, 1.0 MR1, 1.0 MR2, 1.0 MR3, and SDMS 1.0.2.3.  

This article has been split into 3 sections for ease of execution : 
   Section 1: Steps prior to the installation
   Section 2: Installation of SDMS
   Section 3: Post Installation Steps

Section 1: Steps prior to the installation:
 1. Disable SDMS Integration from Enterprise Manager  (Click here for reference). Make a note of "Path to keep objects" if multiple environments use the same SDMS instance
 2. Connect to the meta database and execute 'Select * from SDMDOCREVISIONS' and look for the value in Pathname (Details of how you can find SDMS Meta database are here). The path is likely : [Drive]\ Program Files(x86)\Statsoft\SDMS\Data\Documents
  3.  Remote into the SDMS Server and backup all files and folders from the directory in Step 1 and back it up into a safe location. (We will need the backup post- upgrade of SDMS)
  4.  Backup of the the SDMS metadata database.  
  5. Uninstall the older version of SDMS
             a.  Open Control Panel | Programs and Features
             b.  Find SDMS <version #>, right-click and select "Uninstall"
             c.  After the uninstall completes, click the "Finish" button
6. Locate the new installer copied to the SDMS Server
 
Section 2: Installation of SDMS
1.  Unzip the "TIB-stat-dms_13.3.0_win.zip file by right-clicking on the file and selecting "Extract all...."
2.  Unzip to the folder of the same name as the file
3.  Right-click on setup.exe in the Install32 folder and select "Run as administrator"
4.  Click the "Next" button on the installation wizard screen:
   
5. Select install both the SDMS Server and Client, then click the Next button:
    
6.  Enter the Statistica Product Key (this is the same Product Key used when installing Statistica on the server) then click the Next button:
   
7.  If acceptable, click "I accept...." on the license agreement and click the Next button:
    
8.  Select Typical or Custom on  Setup Type dialog and click the Next button. Choose the custom button if the directory of the SDMS installations needs to changed. If the typical option is chosen, SDMS will be installed to : C:\ Program Files(x86)\Statistica\SDMS\

Note that it is recommended to choose Custom and install SDMS to another drive if one is available on the server.

    
9.  Select the location of the ClientSTAT.tmp file of Statistica (located in the FLEXlm folder on the license server) and click the Next button:
      
           
11.  Select "Use existing SDMS database" and click the Next button:
        
12.  Provide all the details for the database connection in the Data Link Properties dialog:
         
13. Click the Test button to be sure (below an example), then click the OK button, click OK again at the bottom of the Data Link dialog
14.  Click the Install button:
     
15. Complete the installation:
    
16.  When complete, click the Finish button:
   

Section 3: Post Installation Steps
1. Copy the files from the backup directory to the new installation directory : Left to defaults - this should be :   C:\ Program Files(x86)\Statistica\SDMS\Data\Documents. If a custom installation was chosen in Step 8, copy the files to this directory.
2. Open the SDMS Meta database with SQL editor as an user with data manipulation privileges on the database.
3.  Execute the SQL command : Update SDMDOCREVISIONS set pathname=Replace(PathName,'Statsoft','Statistica') .
Note: If path name listed in Step 1.2  had Dell instead of statsoft execute : Update SDMDOCREVISIONS set pathname=Replace(PathName,'Dell','Statistica')
If  path name listed in Step 1.3 had C:\ and the new SDMS installation is in a new drive,say E:\ , also execute :  Update SDMDOCREVISIONS set pathname=Replace(PathName,'c:\','e:\')
4.  Enable SDMS Integration in Enterprise Manager (Click here for reference) and ensure that versions of configuration all exist as expected. Point to the appropriate "Path to keep objects" if necessary