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Unica Discover
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  1. Home
  2. 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.

  3. Discover Upgrade Manual
  4. 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.

  5. 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.

  • 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:

        • 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.

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.

See Release Upgrade for All-in-One Deployment.


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