Product Documentation

Upgrade platform server roles using the graphical interface or command line

Jun 05, 2015
Updated: 2014-02-04
Use this topic to upgrade Services Manager platform servers from Services Manager 10 to Services Manager 11. Perform the upgrade on the servers hosting the following platform components:
  • Directory Web Service
  • Provisioning
  • Report Mailer
  • Web
The upgrade process involves the following tasks:
  • Upgrade the platform roles installed on each server in your deployment.
  • Reconfigure each role to finalize the upgrade.

To upgrade platform server roles using the graphical interface

  1. From the installation media, double-click setup.exe and click Get Started.
  2. On the Select Deployment Task page, select Upgrade Existing Deployment.
  3. On the Upgrade Existing Deployment page, select Upgrade Roles and Services. The Setup Tool verifies the database version. If the correct database version is not detected, the Setup Tool prompts you to manually verify the version and click Next.
  4. When prompted, accept the End User Licensing Agreement and then click Next.
  5. On the Select Components page, select the components you want to upgrade. By default, installed components for which upgrades are available are selected.
  6. On the Ready to upgrade page, click Upgrade. The Setup Tool installs the Configuration Tool, upgrades the selected roles or services, and displays progress.
  7. On the Upgrade Complete page, click Finish.
  8. From the Upgrade Existing Deployment page, select Re-configure Upgraded Roles and Services.
  9. On the Re-configure Upgraded Components page, select the component you want to reconfigure and click Finish Upgrade.
  10. Use the following table to configure the settings for each server role:
    Role Page Description

    Directory Web Service

    No configuration needed. Proceed to Step 11.

    Provisioning

    No configuration needed. Proceed to Step 11.

    Report Mailer

    No configuration needed. Proceed to Step 11.

    Web

    Preview Service Package Import

    Review the service components that will be imported when the Web server role is configured. Other service components, such as reports, are imported when the Reporting service is reconfigured.

  11. On the Summary page, click Commit.
  12. When the reconfiguration is complete, click Finish.
  13. Repeat Steps 1-12 for each server role you want to upgrade.

To upgrade platform server roles using the command line

To upgrade platform components, you perform the following tasks:
  • Upgrade the platform server roles using the Setup Tool
  • Reconfigure the platform server roles using the Configuration Tool
When running the Setup and Configuration Tools, use the following role names to specify the platform server roles you want to upgrade:
  • Provisioning
  • DirectoryWebService
  • Web
  • ReportMailer
  1. Open a command line window and navigate to the CortexSetup directory on the Services Manager installation media.
  2. At the command prompt, enter CortexSetupConsole.exe /Install:role-name /Upgrade /Legacy. To specify multiple components, use a comma-delimited list. The Setup Tool upgrades the specified role and returns the command prompt.
  3. At the command prompt, enter CortexConfigConsole.exe /Upgrade:role-name /Legacy. The Configuration Tool reconfigures the specified role and returns the command prompt.

Example

The following command upgrades the Provisioning server and Directory Web Service.
CortexSetupConsole.exe /Install:Provisioning,DirectoryWebService /Upgrade /Legacy

After upgrading the platform server roles, continue the upgrade process by upgrading Services Manager web services. For more information, refer to the topic Upgrade web components.