On this page:
Target audience:
- CAST AI Administrators
Summary: this page provides information about how to upgrade to CAST Storage Service 3 from CAST Storage Service 2.
Introduction
If you have CAST AIP schemas installed on CAST Storage Service (CSS) 2 you can upgrade these schemas to run on CAST Storage Service 3. This upgrade process can be completed using the following methods:
- Using the CSS Upgrade Wizard, a tool provided in the CAST AIP 8.3.x installation, located in: <CAST AIP installation Directory>\CSSAdmin\CSSUpgrade.exe.
- Using the backup and restore tools provided with CAST AIP specifically for the CAST Storage Service. This method can only be run from Windows, but it can be used for CAST Storage Service installed on Windows or PostgreSQL installed on Linux.
- Using the PostgreSQL pg_upgrade tool from the new release of the DBMS - this tool allows data stored in the PostgreSQL data files to be upgraded to a later PostgreSQL release. This method can be run either from Windows or from Linux.
Note that upgrades from CAST Storage Service 1 are not covered by this documentation.
Method 1: using the CSS Upgrade Wizard
This method functions for installations of CSS on Windows and PostgreSQL on Linux but can only be run from Windows. The upgrade process uses the CSS Upgrade Wizard, provided as part of the CAST AIP ≥ 8.3.x, and involves a fully automated process of dumping the required schemas to file and then restoring the dumps on the new host. The CAST Storage Services/PostgreSQL do not need to be installed on the same host, and both can be remote to the machine on which you are running the CSS Upgrade Wizard.
Prerequisites
Required | Description |
---|---|
Ensure that no CAST AIP applications are using the CSS2 (or PostgreSQL 9.2 for Linux) and CSS3 (or PostgreSQL 9.6 for Linux). | |
Ensure that you are using the CSS Upgrade Wizard provided with CAST AIP ≥ 8.3.x. | |
You must not use "localhost" in the Host field in the CAST Upgrade Wizard for the Source and Target Servers even if the servers are located on the current machine. Source Server For the Source Server, the value entered in the Host field in the CAST Upgrade Wizard must match the value defined for the Host field in the Management Service editor in the CAST Management Studio: If you have used "localhost" in the CAST Management Studio to define a connection to the Management Service, you MUST update this to use either the server's netbios name or its IP address. Target Server In normal circumstances, you will not yet have used the CAST Management Studio with the CAST Storage Service 3, as such, there will be no connection profile to compare. Please use either the server's netbios name or its IP address. |
Upgrade action
Post upgrade actions
Method 2: using CAST Storage Service backup and restore tools
This method functions for installations of CSS on Windows and PostgreSQL on Linux but can only be run from Windows. The process involves dumping the required schemas to file and then restoring the dumps on the new host. The CAST Storage Services/PostgreSQL do not need to be installed on the same host, and both can be remote to the machine on which you are running the CAST Storage Service backup/restore tools.
Prerequisites
Required | Description |
---|---|
Ensure that no CAST AIP applications are using the CSS2 (or PostgreSQL 9.2 for Linux) and CSS3 (or PostgreSQL 9.6 for Linux). | |
Ensure that you are using the backup and restore tools provided with CAST AIP ≥ 8.3.x. |
Upgrade action
Please refer to the documentation in CAST Storage Service - Maintenance activities for more information:
- You can use the CSSbackup or CSSBackupAll tools to perform the backup
- You can use the CSSRestore or CSSRestoreAll tools to perform the restore on the new host
- Ensure you backup the following CAST AIP schemas for each Application you are moving to the new host:
- CAST Analysis Service (local)
- CAST Dashboard Service (central)
- CAST Management Service (mngt)
- Any associated CAST Measurement Service (measure)
Post upgrade actions
Method 3: using pg_upgrade on host server
This method functions for installations of CSS on Windows and PostgreSQL on Linux, and assumes that the two CAST Storage Services are already installed on the same host. The upgrade process uses the pg_upgrade tool from the new release of the DBMS and will copy the data from the old CAST Storage Service/Postgres instance to the new, leaving the old CAST Storage Service/PostgreSQL instance in full working order.
Prerequisites
Required | Description |
---|---|
Ensure the CSS2 (or PostgreSQL 9.2 for Linux) and CSS3 (or PostgreSQL 9.6 for Linux) are installed on the same host server - this is highly recommended for performance reasons. | |
The upgrade process will leave the old CAST Storage Service in place and unchanged, however, CAST does recommend that you backup any CAST AIP schemas you may have on this server using the CAST tools. See CAST Storage Service - Maintenance activities. | |
Ensure that no CAST AIP applications are using the CSS2 (or PostgreSQL 9.2 for Linux) and CSS3 (or PostgreSQL 9.6 for Linux). |