Installing Unica Discover involves planning and preparing your environment, installing and configuring prerequisite software, obtaining the Unica Discover installation files, and running the Unica Discover installer.
The steps in this upgrade process provide a generalized outline for how to complete an upgrade of a sophisticated multi-machine installation of Discover. For these types of upgrades, services must be stopped in a specific order after which individual Discover servers must be upgraded in the order that is listed.
You can perform the upgrade for each HBR server serially or simultaneously.
The objective of the upgrade is to minimize downtime and data loss. The recommended approach is to suspend the processing components, letting data spool to disk while the Data Collector collects any unaggregated statistical data. The system can then be upgraded. When it is restarted, it will attempt to work off the spooled data until it catches up.
If you are deploying new hardware in conjunction with your upgrade, please complete the upgrade in the following general steps.
If you have customized your configuration by modifying the web.config file, running the Upgrader does not affect your customization.
web.config
To upgrade your Unica Discover solution, review the entire process before you commence the upgrade. The process that you follow varies depending on the number of servers that are deployed in your Unica Discover solution.
This section describes how to upgrade Discover software on an individual server. You must repeat this basic process on each Windows-based Discover server in the environment and make adjustments to the process as needed.
This section describes the general process for upgrading an All-In-One Discover server. In these configurations, all Discover components are installed on the same physical system.
Before you begin, verify that you completed the prerequisite checklist items documented here.
Stop all Discover Services on the servers being upgraded.
After stopping the services, you can upgrade the Report server.
After upgrading the Report server, upgrade the Processing servers in the Discover environment.
After upgrading the Processing server, upgrade the Replay servers in the Discover environment.
If you did not already as part of your Report Server upgrade, you must upgrade the databases through the Discover Database Manager.
After upgrading the databases, start the Processing servers and the Report server.
If one or more Health-Based Routing Servers is installed, you can upgrade them now.
After upgrading the server-side components of Discover, verify that all Unica Discover components are working on the appropriate servers.
After completing the upgrade, you can perform the cleanup tasks.
After you complete the upgrade of the Unica Discover platform and core applications, you can upgrade your other Discover applications and components.
If you have any questions about the process or the steps that are required to upgrade your Discover solution, contact support.
Before continuing, verify that you completed the following items:
In a multi-server Discover environment, the server that hosts the Reporting Server should be upgraded first.
As part of the upgrade of the Reporting Server, all Discover databases can be upgraded, as well. Before you begin to upgrade the Reporting Server, review the prerequisites and other requirements for upgrading the database, which includes acquiring the necessary permissions to complete the upgrade.
Upgrade the Discover software on the Reporting Server.
If you are performing a multi-server upgrade, you can resume the process with other servers.
You can upgrade each Processing Server in sequence or all in parallel.
Before you begin, verify that you completed the items listed here.
If you did not do so already, traffic must be stopped to the Processing Server for a period of time first.
This section describes how to upgrade the Health-Based Routing (HBR) server and software.
Before you begin, verify that you have completed the items listed in the checklist documented here.
You can upgrade the HBR servers.
Depending on the sequence of tasks performed for the upgrade, there might be additional things you need to do.
If you are performing a multi-server upgrade, you may resume the process with other servers.
This section describes how to upgrade the Discover databases to the latest version of Discover.
After performing the upgrade, complete the following tasks:
After you complete the upgrade, you should complete the following tasks, if you did not do so already.
After you complete installation and the initial configuration tasks for each licensed Discover product and module, verify the operations of your Discover solution. This section provides a simple procedure for testing end-to-end operations of the Discover solution, with modifications based on optional components that you may have installed.