Upgrading a Multi-Server Environment (2.8 or newer)

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

On the Primary ViaWorks/Locator server, if using Microsoft SQL Server, run the installer normally, entering the database user credentials when prompted then skip to the Secondary Server section.

If using PostgreSQL, follow these steps:

1. Perform a full PostgreSQL backup by executing a command similar to this:
   
   "%ProgramFiles%\ayfie\Locator \PostgreSQL\bin\pg_dump.exe" -i -h localhost -p 5432 -U postgres -F c -f "F:\Backups\Locator.bak" Locator 
   
   (where "F:\Backups\Locator.bak" is the path to the backup file)

   
   

2. Backup the custom configuration files (although they should not be overwritten by the upgrade):
   
   copy “%ProgramData%\ayfie\Locator\Database\pg_hba.conf” F:\Backups
   copy %ProgramData%\ayfie\Locator\Database\postgresql.conf F:\Backups

   
   

3. Proceed to upgrade. During the upgrade, the Locator IndexBuilder service will be stopped, upgraded and re-started. If there many pending conversions the system may be CPU bound, slowing down the upgrade process. It’s safe to temporarily stop the Index Builder service until the system is completely upgraded.
   
   

On the Secondary Locator server:

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
   }  

If the secondary server was not configured as a web server and SolrCloud node prior to upgrading, follow the steps in the Web Server and Solr Cloud Configuration guide to configure it.