Here is a checklist to get you started planning your upgrade. This should not be considered a replacement for a professional services engagement or a comprehensive document but rather a guide to help you think thru the process. If you are unsure of any of these steps you should consult a professional. :)
1.1 Prepare for the Upgrade
These are the last steps to prepare for the upgrade
1. Remove any Outdated or Retired Exchange Server and Journaling Tasks and Exchange Targets from EV.
2. Ensure you have a successful, full backup of the EV Indexes, EV Server System State including IIS Metabase, Export of ‘HKLM\Software\KVS’ and SQL databases.
In addition to the normal backups to tape the SQL DB’s should be backed up to disk should you need to roll back.
3. Adjust EV Site Schedule and verify all task ‘Schedule’ tab to ensure no EV services where set to use the site schedule, start processing. For EV 5.0 we will be setting ALL applicable services to run in Report Mode.
4. Backup Install Paths of EV including the CA Journal Connector on all servers to a zip file on each respective server. This will help facilitate rollback should it be needed.
5. Read the UpgradeInstructions_EN.htm, ReadMeFirst_EN.htm, and the Installing and Configuring Guide to be sure you have a good understanding of the process involved.
1.2 Install Enterprise Vault Deployment Scanner
Use this procedure to install Deployment Scanner.
Launch the Deployment Scanner.msi from Enterprise Vault CD
1. Welcome Screen. Click Next.
2. Software License Agreement: Place checkmark in I accept the terms of the License Agreement. Click Next.
3. Change Folder Name to: D:\Program Files\Enterprise Vault Deployment Scanner
Click OK
Click Next
4. Click Install
5. Place checkmark on Launch Deployment Scanner and Click Finish
6. Welcome Screen: Click Next
7. Server Configuration
Enter the following information:
MSSQL Server; click Add
Microsoft Exchange Servers: Enter each target Exchange Server and click Add
Click Next and Next again
8. Review results
Click Finish.
NOTE: You MUST resolve any problems before continuing
9. Repeat on all servers being used for EV
1.3 Perform Upgrade of binaries on all EV Servers
Follow this process to upgrade the software
1. Log onto each EV Server with the VSA Account and check MSMQ queues, to ensure that there is no work in progress
2. Close the Vault Admin Console and proceed to Stop all EV Services and perform an ‘IISRESET’ on all EV Servers
3. Execute Setup.exe for Enterprise Vault
4. On Welcome Screen click Next
Note: You will be prompted to be sure you have the VSA password, click Yes if you know the VSA Password
5. Click Yes to accept Software License Agreement
6. Click Next
7. Select Software License Files: Click Browse to select the *.SLF license file if it is not already installed.
Click OK
Click Next
8. Installation Summary: Review Summary. Click Next
9. If you get prompted about open files, just click Yes to continue the installation
10. Click Finish. A Reboot may be required if you were prompted about open files.
11. Repeat steps 3-10 on all EV Servers in the Site
1.4 Primary EV Server - Upgrade the Configuration
Previous section needs to be completed before doing these steps.
1. Logon to the primary EV Server with the VSA. All EV Servers must be online before proceeding. If the Servers weren’t restarted then please start the admin and directory service on all EV Servers in the site
2. Launch the EV Configuration wizard:
StartProgramsEnterprise VaultEnterprise Vault Configuration
3. The only options will be “Upgrade this configuration”
Note: During this wizard you will be prompted for your SQL server name as well as where on the SQL server to create the Monitoring database.
4. Work your way through the wizard. You will be creating the new Monitoring database.
Note: You will be prompted for the location of the SQL Db’s and T-Logs.
5. Launch the Vault Admin Console and start up all services on all EV Servers
1.5 UAT Testing
User acceptance testing to verify upgrade.
1. Have all EV Services Started?
2. Can you open the Vault Admin Console (VAC) from each Server?
3. Do all EV Servers appear in the VAC?
4. Do all Vault Stores appear and respective Vault Store Partitions, and can you launch the usage report?
Note: Left click on Vault Stores, then right click on Vault Usage Report from the context menu
5. Can you perform a search from the WebApp? (both keywords in body and attachments)
6. Can you retrieve content from the results of the WebApp search?
7. Open Outlook on a client machine, can you double click and view archived items?
8. Can you manually archive and restore archived items?
9. Check the Event log for anything suspicious.
Notes:
