Upgrade from YSoft SafeQ 4 to YSoft SafeQ 5 - PostgreSQL Embedded database

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/warning.svg Please, read Upgrade from YSoft SafeQ 4 to YSoft SafeQ 5 notes before migration.

Before upgrade

  • Stop all YSoft SafeQ services on ORSs.

  • Backup YSoft SafeQ 4 configuration and databases.

  • Uninstall all YSoft SafeQ 4 CML server(s) except the first (master).

  • YSoft SafeQ 4 with embedded postgres database installed on the first node (master).

  • All nodes of the CML cluster have to be in the same timezone

Migration steps for master CML node

Perform following steps on the server where master of YSoft SafeQ 4 CML is installed

1

Download and run the installation file ysf-sq5-install.exe from the Y Soft Partner Portal. Once you have the file and the server is ready for installation, you can begin YSoft SafeQ migration.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: In order to install YSoft SafeQ, this file is required. It contains everything needed to install a fully functional YSoft SafeQ server.

 

2

Select the language that will be used for the installation process. This language will also be used as the default language for the YSoft SafeQ system.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: You can change the language later at any time. 

images/download/attachments/25628941/01language.PNG

3

Close all other applications to avoid issues with updating the relevant system files.

images/download/attachments/25628941/02Welcome.PNG

4

If you agree to all the license terms and conditions, click I Agree to continue. If you do not agree, click Cancel to quit the installation.

images/download/attachments/25628941/03License.PNG

5

After you accept the license agreement, the installer runs a preinstallation check. This procedure checks several conditions and determines if the server meets all requirements for YSoft SafeQ installation.

If any of these conditions are not met, they will be displayed in either the Show warnings or Show problems area, depending on their severity. If there are warnings, installation can continue. If there are problems, installation cannot continue. If any warnings or problems are indicated, review the warnings and resolve the problems, then continue.

The conditions the installer checks are:

  • Correct version of Windows

  • User installing YSoft SafeQ has to have administrator rights

  • Version of .NET (must be .NET 4.5.1)

  • Version of Windows Installer (must be 4.5 to install MS SQL)

  • All required ports are open and free

  • Enough available disk space

  • Enough available system memory

  • Presence of a previous version of YSoft SafeQ

images/download/attachments/25628941/04Readiness.PNG

 

6

The installer now displays YSoft SafeQ installation settings.

To use the default installation settings:

  • SafeQ 5 will be installed in to C:\SafeQ5 folder

  • Web server role feature will be enabled

To use values other than the default ones:

  • Check I want to customize my YSoft SafeQ installation; then go to Customized Installation for more information.

images/download/attachments/25628941/05installSettings.PNG

 

7

All settings including postres password will be used from SafeQ 4 configuration

 

8

The installer begins to copy all the files required by YSoft SafeQ and the database system you chose to the selected destination folder on the server.

images/download/attachments/25628941/010installationInProgress.PNG

9

The last page of the wizard informs you about the results of the installation process and gives you the option to display the YSoft SafeQ Web Interface. Click Finish when you are ready to close the installation wizard.

images/download/attachments/25628941/011installationDOne.PNG

 

10

Verify pgAdmin application is using correct binary files. The check shall be made for all administrators who are managing YSoft SafeQ server (setting is configured for all Windows account separately):

  • Start pgAdmin application.

  • Select menu File -> Options

  • In opened window, select Binary paths. Verify they are pointing to YSoft SafeQ 5 directory. If not, change the path from YSoft SafeQ 4 to YSoft SafeQ 5 folder (keep the subfolders the same).

11

Installation is now complete.

Troubleshooting the installation process

If an error occurred during the installation process, the best way to troubleshoot it is to check the several log files that were created during the process. All installation log files are located in the YSoft SafeQ installation folder.

  • pginstall.log - contains information about PostgreSQL installation (if you selected PostgreSQL as the database to install).

  • sqinstall.log - contains information about the entire YSoft SafeQ installation process.

Custom installation

6a

If you wish to use values other than the default settings, check I want to customize my YSoft SafeQ installation.

6b

Select Upgrade from YSoft SafeQ 4.0.34.2 option. Name of this option may differ, it depends on version of SafeQ that was installed before upgrade.

 images/download/attachments/25628941/06Upgrade.PNG

 

6c

You now have the option to select your own installation location. You can install YSoft SafeQ anywhere other than a UNC path or the root folder of the drive.

images/download/attachments/25628941/07path.PNG

6d

 

User's credentials for user postgres and sync are migrated from YSoft SafeQ 4. Continue to next step (Next >).

 

images/download/attachments/25628941/08pass.PNG

 

7

Local Guid and ports are migrated from YSoft SafeQ configuration. Click to "Install".

images/download/attachments/25628941/09additionalSettings.PNG

 

 

 

 

 

Migration steps for second and every other node of CML

Perform following steps on the server where used to be installed YSoft SafeQ 4 second (and any other node).

Installation requires exactly the same IP addresses as were used in YSoft SafeQ 4 (Second node of YSoft SafeQ 5 must has the same IP address as was used for YSoft SafeQ 4)

1

Obtain and run the installation file ysf-sq5-install.exe from the Y Soft Partner Portal. Once you have the file and the server is ready for installation, you can begin YSoft SafeQ migration.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: In order to install YSoft SafeQ, this file is required. It contains everything needed to install a fully functional YSoft SafeQ server.

 

2

Select the language that will be used for the installation process. This language will also be used as the default language for the YSoft SafeQ system.

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: You can change the language later at any time. 

images/download/attachments/25628941/01language.PNG

 

3

Close all other applications to avoid issues with updating the relevant system files.

images/download/attachments/25628941/02Welcome.PNG

 

4

If you agree to all the license terms and conditions, click I Agree to continue. If you do not agree, click Cancel to quit the installation.

images/download/attachments/25628941/03License.PNG

 

5

After you accept the license agreement, the installer runs a preinstallation check. This procedure checks several conditions and determines if the server meets all requirements for YSoft SafeQ installation.

If any of these conditions are not met, they will be displayed in either the Show warnings or Show problems area, depending on their severity. If there are warnings, installation can continue. If there are problems, installation cannot continue. If any warnings or problems are indicated, review the warnings and resolve the problems, then continue.

The conditions the installer checks are:

  • Correct version of Windows

  • User installing YSoft SafeQ has to have administrator rights

  • Version of .NET (must be .NET 4.5.1)

  • Version of Windows Installer (must be 4.5 to install MS SQL)

  • All required ports are open and free

  • Enough available disk space

  • Enough available system memory

  • Presence of a previous version of YSoft SafeQ

images/download/attachments/25628941/020Welcome2ndNOde.PNG

 

6

Select "I want to customize my YSoft SafeQ installation" and continue to next step.

images/download/attachments/25628941/021cutsominstall.PNG

 

7

Select "Add or replace a node in existing YSoft SafeQ cluster" and continue to next step.

images/download/attachments/25628941/022ReplaceNode.PNG

 

8

Enter current master node IP address (1st node) and click to Retreive node list. Then select IP address of node that you wants to replace and continue to next step.

images/download/attachments/25628941/023ReplaceNode2.PNG

images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/information.svg Example: In this case is selected 2ND node with IP address 10.0.11.7

9

You now have the option to select your own installation location. You can install YSoft SafeQ anywhere other than a UNC path or the root folder of the drive.

images/download/attachments/25628941/024EnterInstallFolder.PNG

 

10

Select Embedded PostgreSQL 9.2.

images/download/attachments/25628941/025SelectDB.PNG

11

Enter passwords for users postgres and sync.

Passwords must be entered twice to avoid problem with potential typo.

images/download/attachments/25628941/026DBcredentials.PNG

 

12

Enter YSoft SafeQ admin credentials from master node to perform database dump during installation process.

images/download/attachments/25628941/027AdminCredentials.PNG

 

13

The last page of the wizard presents you with the following settings:

  • Local GUID for currently installing CML server (node). Please use exactly the same GUID as was used in YSoft SafeQ 4. You can obtain it from the web interface of YSoft SafeQ or from <SafeQ4>\conf\startup.conf (parameter localGUID) on the node you are upgrading.

  • TCP port that the YSoft SafeQ Web Interface will use.

  • HTTPS TCP port for YSoft SafeQ Web Interface.

  • Install the Terminal Server: To install Terminal Server, check the checkbox. To not install it, leave the checkbox empty.

  • Start YSoft SafeQ services after the installation is finished: To start services after installation, check the checkbox. To not start services, leave the checkbox empty.

  • Enable support for embedded IIS we server: To install IIS web server, check the checkbox. To not install IIS web server, leave the checkbox empty.

IIS web server is required to use embedded hostable web core (HWC) web server inside Terminal Server. HWC web server is suitable for environments with a lot of devices on one node (e.g. up to 400) or for customers that experience problems with the legacy web server mainly for stability reasons (unexpected crashes). It provides best performance and stability, that is not achievable with any other embedded web server solution.images/s/-3eliqb/8502/404359a7d2ab19c9c7c58d12013124a386b28257/_/images/icons/emoticons/lightbulb_on.svg NOTE: Checkbox for web role installation appear, only on systems which supports IIS 7 or higher (Windows Server 2008, 2008 R2 and 2012)

images/download/attachments/25628941/028AdditionalSettings.PNG

 

14

The installer begins to copy all the files required by YSoft SafeQ and the database system you chose to the selected destination folder on the server.

images/download/attachments/25628941/029InstallationInprogress.PNG

15

Installation is now complete.

images/download/attachments/25628941/011installationDOne.PNG

 

16

Repeat this procedure for other node if required.

 

Troubleshooting the installation process

If an error occurred during the installation process, the best way to troubleshoot it is to check the several log files that were created during the process. All installation log files are located in the YSoft SafeQ installation folder.

  • pginstall.log - contains information about PostgreSQL installation (if you selected PostgreSQL as the database to install).

  • sqinstall.log - contains information about the entire YSoft SafeQ installation process.

 

Additional steps

  • Reinstall all embedded devices

  • Upgrade Terminal professional FW if necessary

  • Run LDAPReplicator (optional)