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Installation, Deployment, and Upgrade
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.
Discover Upgrade Manual
Preparing to Upgrade to the Current® Release
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.
Upgrade preparation
Upgrade preparation involves performing many tasks as described in the following sections.
Data Export
Before you shut down services and upgrade, you can perform the following exports from your Discover system.
Export dashboard and scorecard templates
As a precaution, you should export the dashboard and scorecard templates from your pre-upgrade version of the Portal.

Installation, Deployment, and Upgrade
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.
- Installation and Deployment Manual
- Discover Network Capture Application Manual
- Unica Discover Session Archiving Installation Guide
  As you prepare for an installation, you need to gather some items, review hardware and software requirements, and then you can perform the installation.
- Discover Upgrade Manual
  - Overview of the Upgrade Process
    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.
  - Upgrading and Migrating to New Hardware
    If you are deploying new hardware in conjunction with your upgrade, please complete the upgrade in the following general steps.
  - Upgrades and the web.config file
    If you have customized your configuration by modifying the web.config file, running the Upgrader does not affect your customization.
  - Preparing to Upgrade to the Current® Release
    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.
    - Upgrade preparation
      Upgrade preparation involves performing many tasks as described in the following sections.
      - Migrating to new hardware
        If you are migrating to new hardware as part of this upgrade, there are more instructions.
      - Report Server Time Zone
        The time zone for the Windows™ machine that hosts the Discover Report Server must be configured to match the Discover system time zone.
      - Perform All Microsoft-Recommended Updates
        Before you begin upgrading, you should perform all updates to your Microsoft™ operating system and SQL Server software.
      - Database Migration
        If you are upgrading your Discover software and deploying it on new hardware, observe the following considerations:
      - Additional tasks
        Perform additional tasks for preparing to upgrade as documented here.
      - Acquire latest build
        For the release to which you are upgrading, verify that you have the latest build.
      - Test Pre-Upgrade System
        Before you begin the upgrade, you should verify that your current Discover solution is operational.
      - Copy Files to Each Server
        On each Discover server to be upgraded, complete the following steps:
      - Backup
        Verify that any scheduled DCBackup backup jobs occurred and completed successfully on last execution.
      - Data Export
        Before you shut down services and upgrade, you can perform the following exports from your Discover system.
        Export a dashboard
        Through the Discover Portal, export a dashboard for a specific date or week that contains a representative sample of event information.
        Export Technical Site Metrics dashboard
        Using the same method you used to export the dashboard, export the Technical Site Metrics dashboard.
        Export dashboard and scorecard templates
        As a precaution, you should export the dashboard and scorecard templates from your pre-upgrade version of the Portal.
    - Getting Started with the Upgrade
      When you are ready to begin your upgrade, complete the following steps just before you begin your upgrade.
    - Next Steps
      Depending on the number of physical servers and the use of Health-Based Routing (HBR) in your Discover deployment, the upgrade process can be straightforward or more involved.
  - Upgrading Discover Software on a Server
    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.
  - Release Upgrade for All-in-One Deployment
    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.
  - Upgrade for Multi-Server Deployment
    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.
  - Upgrading the databases to the current release
    This section describes how to upgrade the Discover databases to the latest version of Discover.
  - Post-upgrade Configurations
    After performing the upgrade, complete the following tasks:
  - Post-upgrade Cleanup
    After you complete the upgrade, you should complete the following tasks, if you did not do so already.
  - Testing Your Discover Solution
    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.

Export dashboard and scorecard templates

As a precaution, you should export the dashboard and scorecard templates from your pre-upgrade version of the Portal.

These objects may be reimported after upgrade, in case they are not successfully migrated during the process.

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