3.1 Prerequisites for Upgrade

Before you begin the upgrade, ensure that you meet these upgrade prerequisites and preparatory tasks in Table 3-1.

Table 3-1 Checklist for Preparing to Upgrade PlateSpin Migrate

Status

Prerequisite Task

Notes

  1. Ensure that your VM containers are running supported hypervisors and that the container credentials are valid throughout the upgrade process.

See Supported Target Virtualization Platforms and Supported Target Cloud Platforms in the PlateSpin Migrate 2020.2 User Guide.

See Ensuring Valid Credentials for Target Cloud Containers.

  1. Use Run Diagnostics to generate detailed diagnostic reports on jobs executed before the upgrade. After you upgrade, the diagnostics reports are not available for jobs that you executed prior to the upgrade.

See Generating Diagnostic Reports in the PlateSpin Migrate 2020.2 User Guide.

  1. Back up your PlateSpin database files.

See Backing Up Your Database Files Before Upgrade.

  1. Back up your custom Linux blkwatch drivers. You will need to upload these drivers again after the upgrade.

See Backing Up Your Custom Linux Blkwatch Drivers Before Upgrade.

  1. (Optional) Export workload migration data if you have migrations that you want to continue after upgrade.

See Exporting Your Migration Data Before Upgrade.

  1. Make a record of any customized PlateSpin Configuration (.config) parameters that control the server’s default behavior. You will need to restore these settings after the upgrade.

  1. Ensure that all replication schedules are paused and that no replications are running. Wait for any replications that are underway to complete, or abort the running operations.

Use Pause Schedule in the migration configuration to ensure no replications run during the upgrade process.

  1. Log out of Migrate Client and close the application.

You should not attempt to manage workloads and migrations during the upgrade.

  1. Log out of the Web Interface and close the browser.

You should not attempt to manage workloads and migrations during the upgrade.

  1. Ensure that your PlateSpin Server host meets the requirements for the upgrade version.

See Table 1-1, Host Requirements for PlateSpin Server.

NOTE:To upgrade from an existing installation of PlateSpin Migrate Server to a supported new host platform, Upgrading Migrate to a New Host Platform.

  1. Install any newly required prerequisite software, such as Microsoft .NET Framework 4.7.1.

See Prerequisite Software.

See .NET Framework 4.7.1.

  1. Disable the User Account Control (UAC) on the PlateSpin Server host.

See UAC guidelines.

  1. Ensure that the person performing the upgrade has sufficient administrative rights for the PlateSpin Server host and the database server in order to update the software and the database schema.

See Credentials guidelines.

NOTE:

  • When you upgrade or update PlateSpin Migrate running on a domain computer, you must log in to the PlateSpin Server as a domain user who is a member of the Domain Admin group and the local Admin group.

  • If you use Windows Authentication for your database server, when you perform the PlateSpin Migrate Server upgrade, you must log in to the PlateSpin Server as the domain user with SQL Admin rights in order to perform the software upgrade and update the database schema. This user must have local administrator rights. In addition, the Service User you specify for SQL Server credentials must have local administrator rights.

    When you select Windows Authentication during the upgrade, the credentials of the logged-in user are automatically populated for the Database Administrator.

  1. Download the PlateSpin Migrate Setup utility (PlateSpinMigrateSetup-2020.2.0.x.exe) file and copy it to the PlateSpin Server host.

See Starting the PlateSpin Migrate Installation Launcher.