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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
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.
Prerequisites Checklist
Before continuing, verify that you completed the following items:

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.
  - 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.
    - Prerequisite checklist
      Before you begin, verify that you completed the prerequisite checklist items documented here.
    - 1. Stop Services
      Stop all Discover Services on the servers being upgraded.
    - 2. Upgrade Report Server
      After stopping the services, you can upgrade the Report server.
    - 3. Upgrade Processing Servers
      After upgrading the Report server, upgrade the Processing servers in the Discover environment.
    - 4. Upgrade Replay Servers
      After upgrading the Processing server, upgrade the Replay servers in the Discover environment.
    - 5. Upgrade Databases
      If you did not already as part of your Report Server upgrade, you must upgrade the databases through the Discover Database Manager.
    - 6. Restart Servers
      After upgrading the databases, start the Processing servers and the Report server.
    - 7. Upgrade Health-Based Routing Server
      If one or more Health-Based Routing Servers is installed, you can upgrade them now.
    - 8. Verify Components
      After upgrading the server-side components of Discover, verify that all Unica Discover components are working on the appropriate servers.
    - Post-Upgrade Cleanup
      After completing the upgrade, you can perform the cleanup tasks.
    - Perform Other Discover Upgrades
      After you complete the upgrade of the Unica Discover platform and core applications, you can upgrade your other Discover applications and components.
    - Release Upgrade for Reporting Server
      If you have any questions about the process or the steps that are required to upgrade your Discover solution, contact support.
    - Prerequisites Checklist
      Before continuing, verify that you completed the following items:
      - Change localhost References
        Before you upgrade from the release, verify that the server references in the Portal Management page do not use localhost values. Instead, use a host name or fully qualified domain name.
      - Database Requirements
        As part of the Report Server upgrade, you may choose to upgrade the Discover databases and migrate data from the previous version to the new schema.
    - Upgrade Sequencing
      In a multi-server Discover environment, the server that hosts the Reporting Server should be upgraded first.
    - Before You Begin
      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.
    - Upgrading the Reporting Servers
      Upgrade the Discover software on the Reporting Server.
    - Next Steps
      If you are performing a multi-server upgrade, you can resume the process with other servers.
    - Upgrade for Processing Server
      You can upgrade each Processing Server in sequence or all in parallel.
    - Prerequisite Checklist
      Before you begin, verify that you completed the items listed here.
    - Stop Traffic to the Processing Server
      If you did not do so already, traffic must be stopped to the Processing Server for a period of time first.
    - Upgrading the Processing Server
    - Next Steps
      If you are performing a multi-server upgrade, you can resume the process with other servers.
    - Upgrade for HBR
      This section describes how to upgrade the Health-Based Routing (HBR) server and software.
    - Prerequisite Checklist
      Before you begin, verify that you have completed the items listed in the checklist documented here.
    - Upgrade Sequencing
      You can perform the upgrade for each HBR server serially or simultaneously.
    - Upgrading the HBR Servers
      You can upgrade the HBR servers.
    - After Upgrading HBR
      Depending on the sequence of tasks performed for the upgrade, there might be additional things you need to do.
    - Next Steps
      If you are performing a multi-server upgrade, you may resume the process with other servers.
  - 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.

Prerequisites Checklist

Before continuing, verify that you completed the following items:

Reviewed the overall process. See Overview of the Upgrade Process.
Completed the preparation steps. See Preparing to Upgrade to the Current Release.
1. Copied Discover software to each server. For every server that you are upgrading, copy the Discover software to a directory outside of the Discover installation directory.
2. Backed up the server. Perform a backup of all Discover directories and SQL Server databases on the server before you begin the upgrade of it.
  - Ideally, you should create a complete mirror image of the server.
Stopped traffic and allowed Data Collector to finish: Immediately before upgrade, you must stop traffic to the Processing Servers in your environment and allow the Data Collector to complete its collection run from the stopped Canisters. See Preparing to Upgrade to the Current Release.

Note: For more information about issues that may occur during installation or upgrade, see Upgrading Discover Software on a Server.

You should also know the process for upgrading an individual server, whether you are upgrading only the current components or changing the configuration. See Upgrading Discover Software on a Server.

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