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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
Post-upgrade Cleanup
After you complete the upgrade, you should complete the following tasks, if you did not do so already.
Verify Discover Operations
After you upgraded all Discover servers with the appropriate software, you can use the following steps to verify basic Discover operations through the Discover Portal.
Verify Search Templates
Reconfigure Search Templates

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.
  - 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.
    - Updating the Discover Application Pool settings
      Complete the steps listed here to update the Discover Application Pool settings in Microsoft™ Internet Information Services (IIS).
    - Review Print Out of Preparing Page
      If you printed and annotated the Preparing to Upgrade page, you may want to review the print out to identify the items that may require follow up after upgrade.
    - Apply Any Patches
      From time to time, Discover may publish patches to official builds to address specific issues.
    - Review Logs
      Review the following logs for error messages.
    - Set Recovery Model to Simple
      Discover recommends setting the Recovery Model for all Discover databases to Simple.
    - Re-Apply Portal Custom Configurations
      The following files enable you to specify configurations specific to your instance of the Portal web application.
    - Replay server post-upgrade cleanup tasks
      There are several post-upgrade cleanup tasks to do on the Replay server.
    - Start All Discover Services
      If you did no do so already, start all Discover services on all upgraded servers.
    - Event Model Backup
      Before you begin making modifications to your event definitions, you may want to perform an event model backup, which can be used to restore event definitions to a previous state.
    - Verify Discover Operations
      After you upgraded all Discover servers with the appropriate software, you can use the following steps to verify basic Discover operations through the Discover Portal.
    - Remove Discover Upgrader Files from Servers
    - Upgrading Other Discover Components
    - Archive
    - Send message
  - 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.

Reconfigure Search Templates

The Unica Discover Search database enables the capture of session attributes and storage of them in the Search database for immediate search access.

Note: If you are upgrading to the current release and you configured Unica Discover search templates to access the search database, these search templates need to be reconfigured after upgrade, as the method of populating them changed.

During the upgrade process, Unica Discover search templates might have some search fields that are removed from them. If you captured screen capture as recommended of your Unica Discover search template fields before upgrade, you may now re-create these fields in the upgraded Unica Discover search templates.

Note: You should load each Unica Discover search template field and save it again, which may prevent issues in the Search page.

Note: You should also verify that all upgraded search templates are still of the same type: Unica Discover or Unica Discover.

See "Configuring Session Attribute Search" in the Unica Discover Administration Manual.
See "Configuring Search Templates" in the Unica Discover Administration Manual.
For more information about the pre-upgrade steps, see Preparing to Upgrade to the Current Release.

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