Prerequisite checklist

Review the following checklist before beginning the upgrade.

Note: Avoid using localhost entries in the Upgrader. Particularly for the Report Server, these entries can corrupt Portal features in the upgraded system.

Before you begin, 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, you should copy the Discover software to a directory outside of the Discover installation directory.
    2. Backed up the server. You should 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 finish: Immediately before upgrade, you must stop traffic to the Processing Servers in your environment and allow the Data Collector to complete its collection that is 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.