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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.
Getting Started with the Upgrade
When you are ready to begin your upgrade, complete the following steps just before you begin your upgrade.
Stopping Traffic into Each Canister
Before upgrading, traffic must be stopped into the processing pipeline of each Discover Canister.

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.
    - Getting Started with the Upgrade
      When you are ready to begin your upgrade, complete the following steps just before you begin your upgrade.
      - Configuring HBR or HBREx
        You must configure HBR or HBREx on your system before the upgrade
      - Stopping Traffic at the HBR
        In an HBR environment, there is no need to stop traffic. As soon as a Processing Server is no longer available to receive hits, traffic is diverted to other available Processing Servers or spooled locally to the HBR disk until servers become available.
      - Stopping Traffic into Each Canister
        Before upgrading, traffic must be stopped into the processing pipeline of each Discover Canister.
      - Completing Data Collection
        After traffic stops and immediately before you begin upgrading your Unica Discover platform and core applications, you should verify that the latest execution of the Data Collector is complete.
      - Remove Canister Spool Files
        To remove the Canister spool files from your existing Unica Discover installation:
    - 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.

Stopping Traffic into Each Canister

Before upgrading, traffic must be stopped into the processing pipeline of each Discover Canister.

About this task

After traffic stops and the Data Collector completes a run, the upgrade can be performed.

Note: When traffic is stopped to the Canister pipeline, data is spooled to disk. Each processing server should have sufficient disk space to queue for 30 minutes. If all available disk space is consumed, hits that are forwarded to the Canister are dropped.

For each Processing Server

Procedure

Open the following URL in your web browser:
```
http://<Machine_Name>:19000
```
where:

<Machine_Name> is the name or IP address of the Processing Server
The Discover Search Server web interface is displayed.
In the Governor pane at the lower left, click Drain STC. This step forces the Discover pipeline to start queuing data and instructs the Short Term Canister to write out any active sessions to long-term storage.
Repeat the steps for each Processing Server before you check for Data Collection completion.

Results

Before you begin the upgrade, verify that the Data Collector completed its run.

See Completing Data Collection.

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