Upgrading Situate

Upgrading Situate Server from 1.9.3/1.11.x to 2.0

Preparation

Before upgrading the Situate server, be sure to complete the following tasks:

• Make sure that the current Situate server and agents are running at least running 1.9.3 or later
• Make a complete backup of the Situate server directory.
• Ensure that Situate has a service account that is able to log in to the server*.

*In Situate 2.0, notification emails require a service account. The account must be able to log in to the Situate server with minimual permissions. Creating the account before upgrading prevents issues later.

Step 1: Download Packages

Log in to xonasoftware.com and download the following 2.0 packages:

• situate-2.0.0.0-agent-linux-2.6-x86_64-64.shar
• situate-2.0.0.0-java-linux-2.6-x86_64-64.shar
• situate-2.0.0.0-server-linux-2.6-x86_64-64.shar

Save each package in the same directory and make each executable with the following command:

myserver# chmod +x situate*.shar

Note: "myserver#" is the command line prompt and is not a part of the command.

Step 2: Shut Down the Situate Server

Next, the Situate server must be shut down by running the following command:

myserver# systemctl stop situate.service

Step 3: Back Up Situate

The upgrade process upgrades all Situate data. If for some reason the upgrade fails or must be reverted, it is crucial to have a backup of all data. All Situate files can be quickly copied and saved locally with the following commands:

myserver# cd /opt
myserver# tar --gzip -cf situate-backup.tgz situate

Step 4: Install Situate

Installing the update is simply a matter of running the Situate server installer. The server installer will detect an existing Situate installation and install the other two downloaded packages automatically. The following command starts the Situate server installer:

myserver# ./situate-2.0.0.0-server-linux-2.6-x86_64-64.shar

The Situate server installer will prompt the user for whether they wish to upgrade, whether they have backed up, and if both are true, the installer will automatically perform the upgrade.

                       Welcome to the Situate Installer

Situate server appears to have already been installed. [/etc/situate.conf]

Upgrade existing instance? [yes|no] yes

WARNING: Before upgrading, please make a backup of:
    /opt/situate

Has /opt/situate been backed up? [yes|no] yes
This script will upgrade Situate Server.

The following additional packages will be required...
 situate-trunk.0-agent-linux-2.6-x86_64-64.shar
 situate-trunk.0-java-linux-2.6-x86_64-64.shar

OK. All packages were found

 OK
This script will upgrade [Situate Server].
Upgrading package now, located in [/opt/situate]

Stopping Situate service...default instance
 --- Executing base agent upgrade ---

                       Welcome to the Situate Installer

This script installs a basic Situate agent.  If you want to install a
situate server, first install this package.  Then install the java
support package and the server package.

install into: /opt/situate
Installing files...

Completing installation

Installation complete

 --- Executing java upgrade ---

                       Welcome to the Situate Installer

This script will install Java Support.
Installing files...

Completing installation

Installation complete

 --- Upgrading server ---

Installing files...
Recovering logs...
Recovering security...
Installing self-signed web certificate for embedded web server...

Recovering repository...
Recovering data...
Installing new data/builtin-workflows...
Recovering staging...
Recovering database...
Recovering repository...
Recovering license...
Recovering situate.properties...
Recovering 3rd party libraries...
Recovering monitoring statistics...
Writing upgrade info file...

Starting Situate...default instance

Installation complete

Step 4: Notification Email Service Account

The "builtin_notify" workflow is gives an out-of-the-box way to send email based on a failed workflow. This workflow runs as the builtin situate account "Administrator".

Edit the service account for "Administrator" and add a service account to Administrator's principal identities to allow the builtin_notify task to access files on the Situate server. This may be an asset local account.

Upgrading Situate Rich Client UI

The 2.0 Situate Rich Client UI can be installed alongside all prior versions. Simply download and install the UI from xonasoftware.com.

Upgrading Agents (Linux)

The 2.0 server will support 1.11 agents, but outdated agents may not support new features. Agent upgrades need not occur right away, but are recommended when possible.

Step 1: Download the Installer

Log in to xonasoftware.com and download the following 2.0 packages:

• situate-2.0.0.0-agent-linux-2.6-x86_64-64.shar

Make sure the installer is executable by running the following command:

myserver# chmod +x situate*.shar

Step 2: Upgrade the Agent

To upgrade the agent, simply run the installer. It will detect that Situate is already installed and upgrade it.

myserver# ./situate-2.0.0.0-agent-linux-2.6-x86_64-64.shar

To execute an unattended upgrade, add "-u" to the command to force an upgrade without prompts.

Upgrading Agents (Windows)

The Windows agent is available on xonasoftware.com as an .MSI package named situate-2.0.0.0-agent-windows-x64.msi

Windows agents are upgraded by uninstalling the existing Situate agent and installing the new .MSI package. Since the installation of services via .MSI is usually handled via specific rollout tools at a corporate level, detailed instructions are not included here.

The uninstall and reinstall process does not affect any special registry settings that may have been made and security items such as the agent keys are not disturbed by this process.