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  1. Using the CombinedTransfer.bat, a predefined batch file provided in the CAST AIP 8.3.x installation, located in: <CAST AIP installation Directory>\CSSAdmin\CSSUpgrade
  2. 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
  3. 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.
  4. 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 but is not officially supported by CAST.

Method capabilities

Upgrade Wizard

Run on OSSource database host OSTarget database host OSSchemas supportedPost transfer actions required?Notes

CombinedTransfer.bat

Windows onlyWindows/LinuxWindows/LinuxCombined only (Analysis, Dashboard, Management)No-Recommended method.
CSS Backup and Restore ToolsWindows onlyWindows/LinuxWindows/LinuxAnalysis, Dashboard, Management, MeasureYes - update connection profiles/naming-Recommended method.
CSS Backup and Restore ToolsUpgrade WizardWindows onlyWindows/LinuxWindows/LinuxAnalysis, Dashboard, Management, MeasureYes - update connection profiles/naming-

Deprecated starting CAST AIP 8.3.25. Please use an alternative method.

PostgreSQL pg_upgrade tool

Windows or LinuxWindows/LinuxWindows/LinuxAnalysis, Dashboard, Management, MeasureYes - update connection profiles/naming
  • Not officially supported by CAST - use at your own risk.
  • Only functions for instances located on the same host server.

Method 1: using the CombinedTransfer.bat file

...

Error Code 296Provided localhost for SOURCEHOST. Ensure you use a host name or IP address.
Error Code 297Provided localhost for TARGETHOST. Ensure you use a host name or IP address.
Error Code 298Source and Target host/port are same.
Error Code 299PSQL Version of Source Server is greater than your Target Server. You cannot use this batch script to move from schemas from, for example, PostgreSQL 10 to CSS3 (PostgreSQL 9.6).
Error Code 300SOURCEPASSWORD not provided.
Error Code 301TARGETPASSWORD not provided
Error Code 302Source DB Connection failed / Authentication failed.
Error Code 303Target DB Connection failed / Authentication failed.
Error Code 304Provided management schema(s) name not found in Source DB.
Error Code 305No application has been found in this combined installation. Your chosen combined installation of schemas (Analysis, Dashboard, Management) must contain at least ONE application.
Error Code 306Backup process failed.
Error Code 307Restore process failed.
Error Code 308Updating table cms_inf_store_css in Target DB failed.
Error Code 309Connection Profile creation failed.
Error Code 310Dropping combined installation from Source DB failed.

...

Method 2: using

...

CAST Storage Service backup and restore tools

This method functions for installations of CSS CAST Storage Service on Windows and PostgreSQL on Linux Linux but can only 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 The process involves dumping the required schemas to file and then restoring the dumps on the new host. The  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 Wizardthe CAST Storage Service backup/restore tools.

Prerequisites

RequiredDescription
(tick)Ensure that no CAST AIP applications are using the source and target CAST Storage Service/PostgreSQL instances.
(tick)Ensure that you are using the
CSS Upgrade Wizard
backup and restore tools provided with CAST AIP 8.3.x.
(tick)

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 both located on the current machine. 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:

Image Removed

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 before running the CSS Upgrade Wizard.

Upgrade action

...

Launch the CSS Upgrade Wizard from the Windows Start menu as follows:

Image Removed

Info
Note that if the CSS Upgrade Wizard is not visible in the start menu, it is located here: <CAST AIP installation Directory>\CSSAdmin\CSSUpgrade.exe.

When the CSS Upgrade Wizard is launched an initial Welcome page will be displayed. Click Next to continue. The Source Server page will then be displayed:

Image Removed

This page enables you to fill in the connection information for your "source server" - i.e. the machine hosting the CAST Storage Service/PostgreSQL whose schemas will be moved.

...

Fill in the required fields and then click Next. The Target Server page will then be displayed:

Image Removed

This page enables you to fill in the connection information for your "target server" - i.e. the machine hosting the CAST Storage Service/PostgreSQL that will "receive" the schemas from the source CAST Storage Service/PostgreSQL.

...

Fill in the required fields and then click Next. The Schema Upgrade Selection page will then be displayed. This page will list all the CAST AIP schemas on the Source Server that are eligible for upgrade to the Target Server. Select the schemas that you want to - place a check mark next to each schema as shown below. You can use the Refresh button (lower right corner) to refresh the list of schemas if required.

Image Removed

Click Next to continue. This next page requires you to input a temporary "Working Folder". This folder will be used to store the selected schemas in file format during the transfer process - please choose a folder with plenty of free space. The folder must also already exist and must be empty.

Image Removed

Click Finish to continue the process. A summary of the upgrade action is the displayed:

Image Removed

Check that the summary of the upgrade action is as you require. Click Upgrade to start the process. On completion a message will be displayed showing you where the log of the entire process is stored:

Image Removed

Please check the log file to ensure there are no failures reported during upgrade. A final page will be displayed - click Finish to terminate the process. Finally, check that the schemas have been correctly moved to the target server using CAST Server Manager.

Post upgrade actions

...

When you have completed the upgrade, you will need to complete the following actions:

Update all CAST Management Studio connection profiles to allow connection to the same schemas on the new host

Open the following file with a text editor:

Code Block
languagetext
%appdata%\CAST\CAST\<version>\cast-ms.connectionProfiles.pmx

Modify in the relevant <connectionprofiles.ConnectionProfilePostgres> tag, the following attributes:

  • the host="xxx" to change the source <xxx> host name to the target <xxx> host name. Note that if the two servers are located on the SAME host, there is no need to do this.
  • the port="xxxx" to change the source port="xxxx" to the target port="xxxx". Note that if you are using a custom port number for your CSS/PostgreSQL instance, you should enter it here.
  • the name= attribute in the relevant <connectionprofiles.ConnectionProfilePostgres> tag to ensure there is no confusion as to which CAST Storage Service/PostgreSQL users are connecting to (this is optional).

When the changes have been made, save the file.

Code Block
languagexml
titleBefore update
<?xml version="1.0" encoding="UTF-8"?>
<document version="1.1">
	<lot symbol="connectionProfiles" label="Connection profiles" requires="connectionprofiles:2.1;pmcgeneral:3.1;system:1.0">
		<connectionprofiles.ConnectionProfiles>
			<connectionProfiles>
				<connectionprofiles.ConnectionProfilePostgres entry="uuid:0f76b31a-e440-4210-af8b-6c16a4f05bec" name="v8325_mngt on CastStorageService _ MySourceServer:2282" user="operator" password="CRYPTED2:90B1A6EC1618661401B724DB5AC34595" schema="v8325_mngt" host="MySourceServer" port="2282"/>
				</connectionProfiles>
			</connectionprofiles.ConnectionProfiles>
	</lot>
</document>
Code Block
languagexml
titleAfter update
<?xml version="1.0" encoding="UTF-8"?>
<document version="1.1">
	<lot symbol="connectionProfiles" label="Connection profiles" requires="connectionprofiles:2.1;pmcgeneral:3.1;system:1.0">
		<connectionprofiles.ConnectionProfiles>
			<connectionProfiles>
				<connectionprofiles.ConnectionProfilePostgres entry="uuid:0f76b31a-e440-4210-af8b-6c16a4f05bec" name="v8325_mngt on CastStorageService _ MyTargetServer:2282" user="operator" password="CRYPTED2:90B1A6EC1618661401B724DB5AC34595" schema="v8325_mngt" host="MyTargetServer" port="2282"/>
				</connectionProfiles>
			</connectionprofiles.ConnectionProfiles>
	</lot>
</document>

Update connection profiles for CAST Server Manager, CAST Enlighten and CAST Report Center

CAST Server Manager, CAST Enlighten and CAST Report Center use a legacy type of connection profile that is difficult to edit manually. The simplest method therefore is to open each one and either:

  • manually modify the connection settings
  • create new connection profiles from scratch

Update server display name for CAST Management Studio

The following action will ensure that the name displayed for the CAST Storage Service in the CAST Management Studio Services view is updated to the new host name:

Image Removed

Run the following query in PGAdmin against the _MNGT table on the target CAST Storage Service/PostgreSQL (i.e. the CAST Storage Service/PostgreSQL to which you have moved the schemas): replacing <server B> with the target CAST Storage Service/PostgreSQL name:

Code Block
languagesql
select 'update ' || table_schema || '.' || table_name || ' set object_name = 
''<server B>'' where host = ''<server B>'' ;'
from information_schema.tables
where table_name = 'cms_inf_store_css'

The above query will produce update query scripts for every CAST AIP schema on the target CAST Storage Service/PostgreSQL to update the host names in the cms_inf_store_css table. For example:

Image Removed

Copy each update query script you need to run (these should cover all the CAST AIP schemas you have moved to the target CAST Storage Service/PostgreSQL with the CSS Upgrade Wizard) into a new PGAdmin query window, as follows:

Image Removed

Run the query.

Method 3: using CAST Storage Service backup and restore tools

This method functions for installations of CAST Storage Service 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

...

Upgrade action

Please refer to the documentation in Maintenance activities for CAST Storage Service and PostgreSQL for more information:

...

Upgrade action

Please refer to the documentation in Maintenance activities for CAST Storage Service and PostgreSQL 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

Expand

When you have completed the upgrade, you will need to complete the following actions:

Update all CAST Management Studio connection profiles to allow connection to the same schemas on the new host

Open the following file with a text editor:

Code Block
languagetext
%appdata%\CAST\CAST\<version>\cast-ms.connectionProfiles.pmx

Modify in the relevant <connectionprofiles.ConnectionProfilePostgres> tag, the following attributes:

  • the host="xxx" to change the source <xxx> host name to the target <xxx> host name. Note that if the servers are located on the SAME host, there is no need to do this.
  • the port="xxxx" to change the source port="xxxx" to the target port="xxxx". Note that if you are using a custom port number for your CSS/PostgreSQL instance, you should enter it here.
  • the name= attribute in the relevant <connectionprofiles.ConnectionProfilePostgres> tag to ensure there is no confusion as to which CAST Storage Service/PostgreSQL users are connecting to (this is optional).

When the changes have been made, save the file.

Code Block
languagexml
titleBefore update
<?xml version="1.0" encoding="UTF-8"?>
<document version="1.1">
	<lot symbol="connectionProfiles" label="Connection profiles" requires="connectionprofiles:2.1;pmcgeneral:3.1;system:1.0">
		<connectionprofiles.ConnectionProfiles>
			<connectionProfiles>
				<connectionprofiles.ConnectionProfilePostgres entry="uuid:0f76b31a-e440-4210-af8b-6c16a4f05bec" name="v8325_mngt on CastStorageService _ MySourceServer:2282" user="operator" password="CRYPTED2:90B1A6EC1618661401B724DB5AC34595" schema="v8325_mngt" host="MySourceServer" port="2282"/>
				</connectionProfiles>
			</connectionprofiles.ConnectionProfiles>
	</lot>
</document>


Code Block
languagexml
titleAfter update
<?xml version="1.0" encoding="UTF-8"?>
<document version="1.1">
	<lot symbol="connectionProfiles" label="Connection profiles" requires="connectionprofiles:2.1;pmcgeneral:3.1;system:1.0">
		<connectionprofiles.ConnectionProfiles>
			<connectionProfiles>
				<connectionprofiles.ConnectionProfilePostgres entry="uuid:0f76b31a-e440-4210-af8b-6c16a4f05bec" name="v8325_mngt on CastStorageService _ MyTargetServer:2282" user="operator" password="CRYPTED2:90B1A6EC1618661401B724DB5AC34595" schema="v8325_mngt" host="MyTargetServer" port="2282"/>
				</connectionProfiles>
			</connectionprofiles.ConnectionProfiles>
	</lot>
</document>

Update connection profiles for CAST Server Manager, CAST Enlighten and CAST Report Center

CAST Server Manager, CAST Enlighten and CAST Report Center use a legacy type of connection profile that is difficult to edit manually. The simplest method therefore is to run each exe and either:

  • manually modify the connection settings in the GUI
  • create new connection profiles from scratch

Update cms_inf_store_css table in _MNGT schema

If the source and target servers are located on the SAME host, run the following script to perform the required update, where <prefix> is the schema prefix for the schemas that you have moved to the target server and where <TargetServer> is the host name of the target server. This will  change the port number from 2282 to 5432 and ensure that the display name for the CAST Storage Service/PostgreSQL in the CAST Management Studio Services view is correct:

Code Block
languagesql
set search_path = <prefix>_mngt;
update cms_inf_store_css set port=5432, object_name='<TargetServer>:5432';

If the source and target servers are located on DIFFERENT hosts, run the following query instead, where <prefix> is the schema prefix for the schemas that you have moved to the target server and where <TargetServer> is the host name of the target server. This will update the port number, host name and ensure that the display name for the CAST Storage Service/PostgreSQL in the CAST Management Studio Services view is correct:

Code Block
languagesql
set search_path = <prefix>_mngt;
update cms_inf_store_css set port=5432, host='<TargetServer>', object_name='<TargetServer>:5432';


Info

Note if you have moved more than one set of schemas from source to target, you will need to repeat the above queries for each <prefix>_mngt you have moved.


Anchor
method2
method2
Method 3: using the CSS Upgrade Wizard

Note
Note that CSS Upgrade Wizard is deprecated starting CAST AIP 8.3.25. Please use an alternative method.

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

RequiredDescription
(tick)Ensure that no CAST AIP applications are using the source and target CAST Storage Service/PostgreSQL instances.
(tick)Ensure that you are using the CSS Upgrade Wizard provided with CAST AIP 8.3.x.
(tick)

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 both located on the current machine. 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:

Image Added

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 before running the CSS Upgrade Wizard.

Upgrade action

Expand

Launch the CSS Upgrade Wizard from the Windows Start menu as follows:

Image Added

Info
Note that if the CSS Upgrade Wizard is not visible in the start menu, it is located here: <CAST AIP installation Directory>\CSSAdmin\CSSUpgrade.exe.

When the CSS Upgrade Wizard is launched an initial Welcome page will be displayed. Click Next to continue. The Source Server page will then be displayed:

Image Added

This page enables you to fill in the connection information for your "source server" - i.e. the machine hosting the CAST Storage Service/PostgreSQL whose schemas will be moved.

HostThe host name of the source CAST Storage Service/PostgreSQL as defined in the Host field in the Management Service editor in the CAST Management Studio (see prerequisites above).
PortThe port number used for the source CAST Storage Service/PostgreSQL.
DatabaseThe PostgreSQL database - please leave this set to postgres.
UserPlease leave this set to operator.
PasswordEnter the password for your operator user.

Fill in the required fields and then click Next. The Target Server page will then be displayed:

Image Added

This page enables you to fill in the connection information for your "target server" - i.e. the machine hosting the CAST Storage Service/PostgreSQL that will "receive" the schemas from the source CAST Storage Service/PostgreSQL.

HostThe host name of the target CAST Storage Service/PostgreSQL. You can also use its IP address.
PortThe port number used for the targetCAST Storage Service/PostgreSQL.
DatabaseThe PostgreSQL database - please leave this set to postgres.
UserPlease leave this set to operator.
PasswordEnter the password for your operator user.

Fill in the required fields and then click Next. The Schema Upgrade Selection page will then be displayed. This page will list all the CAST AIP schemas on the Source Server that are eligible for upgrade to the Target Server. Select the schemas that you want to - place a check mark next to each schema as shown below. You can use the Refresh button (lower right corner) to refresh the list of schemas if required.

Image Added

Click Next to continue. This next page requires you to input a temporary "Working Folder". This folder will be used to store the selected schemas in file format during the transfer process - please choose a folder with plenty of free space. The folder must also already exist and must be empty.

Image Added

Click Finish to continue the process. A summary of the upgrade action is the displayed:

Image Added

Check that the summary of the upgrade action is as you require. Click Upgrade to start the process. On completion a message will be displayed showing you where the log of the entire process is stored:

Image Added

Please check the log file to ensure there are no failures reported during upgrade. A final page will be displayed - click Finish to terminate the process. Finally, check that the schemas have been correctly moved to the target server using CAST Server Manager.

Post upgrade actions

Note if you have moved more than one set of schemas from source to target, you will need to repeat the above queries for each <prefix>_mngt you have moved

that is difficult to edit manually. The simplest method therefore is to open each one and either:

  • manually modify the connection settings
  • create new connection profiles from scratch

Update server display name for CAST Management Studio

The following action will ensure that the name displayed for the CAST Storage Service in the CAST Management Studio Services view is updated to the new host name:

Image Added

Run the following query in PGAdmin against the _MNGT table on the target CAST Storage Service/PostgreSQL (i.e. the CAST Storage Service/PostgreSQL to which you have moved the schemas): replacing <server B> with the target CAST Storage Service/PostgreSQL name:

Expand

When you have completed the upgrade, you will need to complete the following actions:

Update all CAST Management Studio connection profiles to allow connection to the same schemas on the new host

Open the following file with a text editor:

Code Block
languagetext
%appdata%\CAST\CAST\<version>\cast-ms.connectionProfiles.pmx

Modify in the relevant <connectionprofiles.ConnectionProfilePostgres> tag, the following attributes:

  • the host="xxx" to change the source <xxx> host name to the target <xxx> host name. Note that if the two servers are located on the SAME host, there is no need to do this.
  • the port="xxxx" to change the source port="xxxx" to  to the target port="xxxx". Note that if you are using a custom port number for your CSS/PostgreSQL instance, you should enter it here.
  • the name= attribute in the relevant <connectionprofiles.ConnectionProfilePostgres> tag to ensure there is no confusion as to which CAST Storage Service/PostgreSQL users are connecting to (this is optional).

When the changes have been made, save the file.

Code Block
languagexml
titleBefore update
<?xml version="1.0" encoding="UTF-8"?>
<document version="1.1">
	<lot symbol="connectionProfiles" label="Connection profiles" requires="connectionprofiles:2.1;pmcgeneral:3.1;system:1.0">
		<connectionprofiles.ConnectionProfiles>
			<connectionProfiles>
				<connectionprofiles.ConnectionProfilePostgres entry="uuid:0f76b31a-e440-4210-af8b-6c16a4f05bec" name="v8325_mngt on CastStorageService _ MySourceServer:2282" user="operator" password="CRYPTED2:90B1A6EC1618661401B724DB5AC34595" schema="v8325_mngt" host="MySourceServer" port="2282"/>
				</connectionProfiles>
			</connectionprofiles.ConnectionProfiles>
	</lot>
</document>


Code Block
languagexml
titleAfter update
<?xml version="1.0" encoding="UTF-8"?>
<document version="1.1">
	<lot symbol="connectionProfiles" label="Connection profiles" requires="connectionprofiles:2.1;pmcgeneral:3.1;system:1.0">
		<connectionprofiles.ConnectionProfiles>
			<connectionProfiles>
				<connectionprofiles.ConnectionProfilePostgres entry="uuid:0f76b31a-e440-4210-af8b-6c16a4f05bec" name="v8325_mngt on CastStorageService _ MyTargetServer:2282" user="operator" password="CRYPTED2:90B1A6EC1618661401B724DB5AC34595" schema="v8325_mngt" host="MyTargetServer" port="2282"/>
				</connectionProfiles>
			</connectionprofiles.ConnectionProfiles>
	</lot>
</document>

Update connection profiles for CAST Server Manager, CAST Enlighten and CAST Report Center

CAST Server Manager, CAST Enlighten and CAST Report Center use a legacy type of connection profile that is difficult to edit manually. The simplest method therefore is to run each exe and either:

  • manually modify the connection settings in the GUI
  • create new connection profiles from scratch

Update cms_inf_store_css table in _MNGT schema

If the source and target servers are located on the SAME host, run the following script to perform the required update, where <prefix> is the schema prefix for the schemas that you have moved to the target server and where <TargetServer> is the host name of the target server. This will  change the port number from 2282 to 5432 and ensure that the display name for the CAST Storage Service/PostgreSQL in the CAST Management Studio Services view is correct:

Code Block
languagesql
set search_path = <prefix>_mngt;
update cms_inf_store_css set port=5432, object_name='<TargetServer>:5432';

If the source and target servers are located on DIFFERENT hosts, run the following query instead, where <prefix> is the schema prefix for the schemas that you have moved to the target server and where <TargetServer> is the host name of the target server. This will update the port number, host name and ensure that the display name for the CAST Storage Service/PostgreSQL in the CAST Management Studio Services view is correct:

Code Block
languagesql
set search_path = <prefix>_mngt;
update cms_inf_store_css set port=5432, host='<TargetServer>', object_name='<TargetServer>:5432';
Info
Code Block
languagesql
select 'update ' || table_schema || '.' || table_name || ' set object_name = 
''<server B>'' where host = ''<server B>'' ;'
from information_schema.tables
where table_name = 'cms_inf_store_css'

The above query will produce update query scripts for every CAST AIP schema on the target CAST Storage Service/PostgreSQL to update the host names in the cms_inf_store_css table. For example:

Image Added

Copy each update query script you need to run (these should cover all the CAST AIP schemas you have moved to the target CAST Storage Service/PostgreSQL with the CSS Upgrade Wizard) into a new PGAdmin query window, as follows:

Image Added

Run the query.

Method 4: 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.

...

RequiredDescription
(tick)Ensure the CAST Storage Service/PostgreSQL instances are installed on the same host server - this is highly recommended for performance reasons.
(tick)

The upgrade process will leave the old CAST Storage Service/PostgreSQL instance 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 Maintenance activities for CAST Storage Service and PostgreSQL.

(tick)Ensure that no CAST AIP applications are using the CAST Storage Service/PostgreSQL instance.

...