Interactive Upgrade - Windows Agents

Overview

The following procedure describes the steps involved in upgrading the software, directly from the Software Installation Disc or from a network location on both clustered and non-clustered environment.

If multiple components are installed on a computer, the upgrade will automatically upgrade all the components installed on a computer.

Verify that the computer in which you wish to upgrade the software satisfies the minimum requirements specified in System Requirements.

Supported Upgrade Paths

The following table provides a list of supported upgrade paths for the current software version. If the version currently installed on your computer is not listed here, contact your software provider for more information.

Installed Version	Upgrade to Version 9.0.0	Information

7.0.0	Supported	Perform a direct upgrade to Version 9.0.0.

8.0.0	Not Supported	Perform a direct upgrade to Version 10.0.0. Click here for more details.

Upgrade Requirements

Review the following before upgrading the software:

General

Review the Quick Start and Upgrade Considerations before upgrading the software.
Verify that no jobs are in progress or scheduled to occur while the software is being upgraded on the client. If jobs are scheduled, either perform the upgrade at another time or disable all jobs in the client using the Activity Control tab from the Client Computer Properties dialog box in the CommCell Console. Once the upgrade is completed, you can enable the jobs from this dialog box.
Verify that the CommServe computer is accessible.
Verify the following services are running on the CommServe:
- CommServe Services.
- BullCalypso SQL Server Service for the instance.
Close all applications and disable any programs that run automatically, including antivirus, screen savers and system utilities. Some programs, including antivirus software, may be running as a service. Stop and disable all non-essential services before you begin. You can re-enable them after the upgrade.
- Verify that all applications (CommCell Console, Service Control Manager) are closed.
- The files and folders associated with CommCell components should not be opened by other applications (for example, Windows Explorer, FTP, etc.) on this computer or from other computers during the upgrade.
Verify that you have the Software Installation Disc that is appropriate to the destination computer’s operating system.

Cluster Specific

The upgrade can be initiated from any one of the physical nodes. When a physical node is upgraded, virtual machine associated with that instance is automatically upgraded.
When the software is upgraded on a physical node, the program facilitates the upgrade of the remaining physical nodes (passive nodes) in the cluster by displaying a list of all the available physical nodes. You can select the appropriate node in which the software must be upgraded, see Upgrade Remaining Cluster Nodes steps below to upgrade remaining physical nodes in a cluster.
It is recommended that both the active and passive nodes are available during the upgrade process. If the passive nodes were not available during the upgrade you can manually upgrade the passive nodes. See Manually Upgrading the Software on a Passive Node for step-by-step instructions.

Before You Begin

Ensure that you are logged on to the computer as a local Administrator or as a member of the local Administrator group on that computer.

On a clustered computer, ensure that you are logged on as the Domain User with administrative privileges to all nodes.

Upgrade Procedure

For database applications (Oracle, DB2 iDataAgent) on Windows, a reboot of a client is required when application services are running. It is recommended to install the updates when application services are not running.

1.	Place the software installation disc for the Windows platform into the disc drive. After a few seconds, the installation program is launched. If the installation program does not launch automatically: Click the Start button on the Windows task bar, and then click Run. Browse to the installation disc drive, select Setup.exe, click Open, then click OK. NOTES If remotely installing to other physical nodes of the cluster, ensure you mount the software installation disc on a UNC path or a shared location (e.g., \\machine_name\shared_directory_name).
2.	Choose the language you want to use during installation. Click the down arrow and select the desired language from the drop-down list, and click Next to continue.
3.	Select the option to install software on this computer. NOTES The options that appear on this screen depend on the computer in which the software is being installed.
4.	Read the license agreement, then select I accept the terms in the license agreement. Click Next to continue.
5.	Select Configure the Physical node, and then click Next. NOTES: The software will be upgraded on both physical and virtual machines. This window is displayed when you are upgrading the software in the clustered environment.
6.	Select the disk group in which the cluster group resides. Click Next to continue. NOTES: This step is not applicable if you are upgrading from 7.0 to 9.0 This window is displayed when you are upgrading the software in the clustered environment.
7.	Click Next to continue with the upgrade. NOTES The older version number depends on the version in the computer and may look different from the example shown.
8.	Click Yes to continue. NOTES The upgrade process deletes and replaces this folder with newer files. To preserve this, move them to another location before clicking Yes. Note that the upgrade process does not save any files such as command line scripts or folders from the <software installation path> folder. Clicking No will exit the upgrade program.
Exchange Mailbox/Public Folder Archiver Agents This section is applicable if you are upgrading Exchange Mailbox/Public Folder Archiver Agents. Skip to Upgrade Remaining Cluster Nodes if you have not selected these components.
9.	A dialog will ask you to enter an alias that you will use to connect to the system via your web browser, for the purpose of recovering archived messages from stubs using Outlook Web Access (OWA). Type in the desired alias, then click Next to continue.
10.	If applicable, click Yes to overwrite the alias or No to continue without overwriting the alias.
11.	Manually restart the IIS Admin Service and click Yes to continue.
12.	Verify the summary and Click Next to continue. NOTES The Summary on your screen will reflect the components installed on the computer, and may look different from the example shown. The upgrade program now starts the upgrade process. This step may take several minutes to complete.
Upgrade Remaining Cluster Nodes If you are upgrading in a clustered environment, follow the steps below to upgrade on remaining nodes of the cluster. For non-clustered environment, skip to Setup Complete.
13.	To install/upgrade the software on the remaining nodes of the cluster, click Yes. To complete the install for this node only, click No.
14.	Select cluster nodes from the Preferred Nodes list and click the arrow button to move them to the Selected Nodes list. NOTES The list of Preferred Nodes displays all the nodes found in the cluster; from this list you should only select cluster nodes configured to host this cluster group server. Do not select nodes that already have multiple instances installed. For more information, see Multi Instancing. When you have completed your selections, click Next to continue.
15.	Type the User Name and Password for the Domain Administrator account, so that the installer can perform the remote install/upgrade of the cluster nodes you selected in the previous step. Click Next to continue.
16.	The progress of the remote upgrade for the cluster nodes is displayed; the upgrade can be interrupted if necessary. Click Stop to prevent upgrade to any nodes after the current ones complete. Click Advanced Settings to specify any of the following: Maximum number of nodes on which Setup can run simultaneously. Time allocated for Setup to begin executing on each node, after which the upgrade attempt will fail. Time allocated for Setup to complete on each node, after which the upgrade attempt will fail. NOTES If, during the remote upgrade of a cluster node, setup fails to complete or is interrupted, you must perform a local upgrade on that node. When you do, the upgrade begins from where it left off, or from the beginning if necessary. For procedures, see Manually Upgrading the Software on a Passive Node.
17.	Read the result for the passive node upgrade to verify whether the passive node upgrade was successful. NOTES If the passive node upgrade fails, you must manually upgrade the passive node once the active node upgrade is complete. (See Manually Upgrading the Software on a Passive Node for step-by-step instructions.) The Result message displayed on your screen will reflect the status of the passive node upgrade, and may look different from the example. Click Next to continue.
Setup Complete
18.	Click Finish to complete the upgrade. NOTES The Completion Report will reflect the components upgraded on the computer, and may look different from the example shown. The upgrade is now complete.

Post-Upgrade Considerations

General

Review Upgrade Considerations after upgrading the software.

Install post-release updates or Service Packs that may have been released after the release of the software. When you are installing a Service Pack, ensure that it is the same version as the one installed in the CommServe Server. Alternatively, you can enable Automatic Updates for quick and easy installation of updates in the CommCell component.
If Activity Control was disabled on the client prior to the upgrade, enable it after the upgrade using the Activity Control tab from the Client Computer Properties dialog box in the CommCell Console.

Interactive Upgrade - Windows Agents

Table of Contents

Installed Version

Upgrade to Version 9.0.0

Information

General

Cluster Specific

General