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Note: Upgrading a multi-server 2.8 environment will require deleting and rebuilding the entire index.

On the Primary

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Locator server

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If using Microsoft SQL Server, run the installer normally, entering the database user credentials when prompted then skip to the Secondary Server section.

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Note: If the secondary server is a SolrCloud node and part ot the ViaWorksCloud collection, make sure your schema_overrides.xml and solrconfig_overrides.xml in %ProgramData%\ayfie\Locator\Solr\configsets\ViaWorksCloud\conf are identical to these files on the primary node. 

If using Microsoft SQL Server, run the installer normally, entering the database user credentials when prompted then continue with step 3.1.

If using Postgres, follow these steps:

1. From an elevated command prompt, first make a backup copy and then edit the file %ProgramFiles%\ayfie\Locator\Config\DataAccess.config
   Essentially we will revert the changes back to default settings:
   
   

   1. Change the value of the “ViaDatabaseServer” key to 127.0.0.1.
      
      

   2. Remove this line before the </appSettings> line:
      
      <add key="LicensingServiceServer" value="<IPv4_addr>" />
      

      
      

2. Start the Locator.Database.Service

   
   

3. There are two methods to upgrading the secondary server: 1) Proceed with the Locator upgrade and follow the steps below to manually configure it as a secondary server or 2) uninstall Locator and reinstall using the Custom install option to automate some of these steps. If using method 2, continue with the steps in the original Install/Configuration guide starting at the Secondary Server steps.

   1. NOTE WHEN UPGRADING TO 2.8 SR3 OR OLDER: The upgrade can fail trying to create the ViaWorksDocumentation Solr collection. When the error occurs, leave the installer window open and follow these steps to correct the issue:
      1. Stop the index service
      2. In Program Files\ayfie\Locator \SOLR\bin\Solr.in.cmd replace line "REM set ZK_HOST=" with "set ZK_HOST=<<PrimaryIP>>:9983"
      3. Start the index service
      4. In ProgramData\ayfie\Locator \SOLR, delete the ViaWorksDocumentation folder
      5. In a browser, enter this URL: http://localhost:8983/solr/admin/collections?action=DELETE&name=ViaWorksDocumentation
      6. That will delete the ViaWorksDocumentation collection and allow the installer to complete successfully
      7. In the installer, click "Run Again"
         
         
4. The upgrade will enable and start all of the services. Stop all Locator services again in this order:
   1. All Fetch Services, in any order (e.g. Locator FileServer Fetch Service, Locator Exchange Fetch Service, etc.)
   2. Locator Index Service
   3. Locator IndexBuilder Service
   4. Locator Licensing Service
   5. Locator Database Service
      
      

5. From an elevated command prompt, first make a backup copy and then edit the file %ProgramFiles%\ayfie\Locator\Config\DataAccess.config
   

   1. Change the value of the “ViaDatabaseServer” key to reflect the IPv4 address of the Primary Locator server as opposed to the default value of 127.0.0.1.
      

   2. Edit the ZookeeperHost value from "localhost:9983" to be the host name of the primary server, eg: "hostname:9983"

   3. Edit the LicensingServiceServer value from "localhost" to the host name of the primary server.
      
      
6. Edit the Rest Service web.config: "[Drive]:\Program Files\ayfie\Locator\RestService\web.config": change <add key="LicenseHostName" value="localhost" /> to <add key="LicenseHostName value="FQDN_of_primary_server" />
   
   

7. Disable all non-fetch Locator services except the Locator Index Service by executing the command in an elevated PowerShell session:

   $fetchServices= Get-Service | Where {$_.DisplayName -like "*Locator *" -and $_.DisplayName -notlike "*Locator *Fetch*" -and $_.DisplayName -notlike "*Index Service*"}
   $fetchServices| Set-Service -StartupType Disabled -Verbose
   
   

8. Start all of the Locator fetch services by executing the command in an elevated PowerShell session:
   

   Get-Service| Where {$_.DisplayName -like "*Locator *Fetch*" -or $_.DisplayName -like "*Index Service*"} | ForEach-Object {
   Start-Service -Name $_.Name -Verbose
   Start-Sleep -Seconds 10
   }  

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