1.1Prepare for the Upgrade

These are the last steps to prepare for the upgrade
Step / Task / Check
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 / Remove any Outdated or Retired Exchange Server and Journaling Tasks and Exchange Targets from EV.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 EVincluding 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.
Notes:

1.2Install Enterprise Vault Deployment Scanner

Use this procedure to install the Deployment Scanner.
Step / Task / Check
Launch the Deployment Scanner.msi from Enterprise Vault CD
Welcome Screen. Click Next.
Software License Agreement: Place checkmark in I accept the terms of the License Agreement. Click Next.
Change Folder Name to: D:\Program Files\Enterprise Vault Deployment Scanner
Click OK
Click Next
Click Install
Place checkmark on Launch Deployment Scanner and Click Finish
Welcome Screen: Click Next
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
Review results
Click Finish.
NOTE: You MUST resolve any problems before continuing
Repeat on all servers being used for EV
Notes:

1.3All EV Servers - Perform Upgrade of binaries on all EV Servers

Follow this process to upgrade the software
Step / Task / Check
Log onto each EV Server with the VSA Account and check MSMQ queues, to ensure that there is no work in progress
Close the Vault Admin Console and proceed to Stop all EV Services and perform an ‘IISRESET’ on all EV Servers
Execute Setup.exe for Enterprise Vault
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
Click Yes to accept Software License Agreement

Click Next
Select Software License Files: Click Browse to select the *.SLF license file if it is not already installed.
Click OK
Click Next
Installation Summary: Review Summary. Click Next
If you get prompted about open files, just click Yes to continue the installation
Click Finish. A Reboot may be requiredif you were prompted about open files.
Repeat steps 3-10 on all EV Servers in the Site
Notes:

1.4Primary EV Server - Upgrade the Configuration

Previous section needs to be completed before doing these steps.
Step / Task / Check
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
Launch the EV Configuration wizard:
StartProgramsEnterprise VaultEnterprise Vault Configuration
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.
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.
Launch the Vault Admin Console and start up all services on all EV Servers
Notes:

1.5UAT Testing

User acceptance testing to verify upgrade.
Step / Task / Check
Have all EV Services Started?
Can you open the Vault Admin Console (VAC) from each Server?
Do all EV Servers appear in the VAC?
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
Can you perform a search from the WebApp? (both keywords in body and attachments)
Can you retrieve content from the results of the WebApp search?
Open Outlook on a client machine, can you double click and view archived items?
Can you manually archive and restore archived items?
Check the Event log for anything suspicious.
Notes: