Upgrade from YSoft SafeQ 4 to YSoft SafeQ 5 - PostgreSQL Embedded database
Please, read Upgrade from YSoft SafeQ 4 to YSoft SafeQ 5 notes before migration.
Overview
This page describes step-by-step migration process to upgrade existing YSoft SafeQ 4 installation to YSoft SafeQ 5.
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.
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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.
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3 | Close all other applications to avoid issues with updating the relevant system files. |
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. |
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:
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6 | The installer now displays YSoft SafeQ installation settings.
To use values other than the default ones:
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7 | All settings including postres password will be used from SafeQ 4 configuration
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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. |
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.
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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):
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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.
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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. |
6d |
User's credentials for user postgres and sync are migrated from YSoft SafeQ 4. Continue to next step (Next >).
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7 | Local Guid and ports are migrated from YSoft SafeQ configuration. Click to "Install".
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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.
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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.
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3 | Close all other applications to avoid issues with updating the relevant system files.
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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.
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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:
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6 | Select "I want to customize my YSoft SafeQ installation" and continue to next step.
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7 | Select "Add or replace a node in existing YSoft SafeQ cluster" and continue to next step.
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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.
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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.
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10 | Select Embedded PostgreSQL 9.2. |
11 | Enter passwords for users postgres and sync. Passwords must be entered twice to avoid problem with potential typo.
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12 | Enter YSoft SafeQ admin credentials from master node to perform database dump during installation process.
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13 | The last page of the wizard presents you with the following settings:
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.
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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. |
15 | Installation is now complete.
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16 | Repeat this procedure for other node if required.
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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)