Performing a rolling upgrade on Windows

You can perform a rolling upgrade to the latest version of IBM® Spectrum Symphony on Windows. You can update using an interactive installation, or using a silent installation. Typically, you install interactively on the primary host using the interactive method (that is, using a guided wizard or prompts), and then install on management and compute hosts using either the interactive or silent method (that is, using only the command line). (If you do want to install on the primary host using the silent method, contact IBM support for assistance.)

1. Log on to your primary host using the same installation user operating system account that you used to install your previous version of IBM Spectrum Symphony, and copy the entitlement file sym_*_entitlement.dat to a location that is accessible from the primary host.
2. Install the latest version of IBM Spectrum Symphony interactively on your primary host:
   1. From a IBM Spectrum Symphony command prompt on your upgraded product version, run the IBM Spectrum Symphony installer package for Windows:

      sym-version.exe

      Note: If you are using the evaluation version, run:

      symeval-version.exe

   2. Follow the guided wizard and complete your installation. Ensure that you select Rolling Upgrade and install to the directory where you have your previous version of IBM Spectrum Symphony installed.
      Note: The cluster uses configuration files under the directory indicated by %EGO_CONFDIR%\..\... When documentation refers to the EGO_CONFDIR environment variable, substitute the correct directory.

      • Without failover: The cluster uses configuration files under the installation directory: %EGO_CONFDIR%=Installation_top\kernel\conf.
      • With failover: The cluster uses configuration files under a shared directory: %EGO_CONFDIR%=shared_dir\kernel\conf.

      During installation, it is normal for the progress bar to cycle multiple times. Continuous movement indicates progress. The bar is not intended to indicate remaining time.

3. Install the latest version of IBM Spectrum Symphony on each of your primary candidate hosts.
   You can install interactively or silently:

   • To install interactively on your primary candidate hosts, follow step 2.
   • To install silently on you primary candidate hosts, follow the steps in Upgrading IBM Spectrum Symphony silently on Windows using .msi packages or Upgrading IBM Spectrum Symphony silently on Windows using .exe packages.

   Regardless of whether you choose an interactive or silent installation, log on to each of your hosts using the same installation user operating system account that you used to install your previous version of IBM Spectrum Symphony.

4. Repeat step 3 to install the latest version of IBM Spectrum Symphony on each of your other management hosts. Log on using the same installation user operating system account that you used to install your previous version of IBM Spectrum Symphony.
5. Install the latest version of IBM Spectrum Symphony on each of your compute hosts.
   You can install interactively or silently:

   • To install interactively on your compute hosts, follow the steps in Installing on a Windows compute host.
   • To install silently on you compute hosts, follow the steps in Upgrading IBM Spectrum Symphony silently on Windows using .msi packages or Upgrading IBM Spectrum Symphony silently on Windows using .exe packages.

   Regardless of whether you choose an interactive or silent installation, log on to each of your hosts using the same installation user operating system account that you used to install your previous version of IBM Spectrum Symphony.

6. Open a command prompt on the upgraded version, and run the egosh -V command to confirm the upgrade on your hosts. The output should list the EGO version as 4.0.0.

   egosh -V
   EGO 4.0.0 build xxxxxx, MMM DD YYYY
   binary type: win-x64

7. Complete this step only if you upgraded IBM Spectrum Symphony using the .msi packages on primary candidates, management, and compute hosts.
   On each primary candidate, management, and compute host, log on, open a command prompt for the upgraded version of IBM Spectrum Symphony, and upgrade the host:

   egoupgrade host [-f]

   Run this command on each local host. For syntax usage and details, see egoupgrade.

8. Upgrade the cluster:
   1. If you ran the egoconfig mghost command to configure management hosts to specify a shared directory that the hosts use to access common cluster files, then run this command again for the upgraded cluster, as follows:
      1. Log on to the primary host as the cluster administrator.
      2. Stop all cluster services managed by EGO:

         egosh service stop all

      3. Stop the cluster:

         egosh ego shutdown all

      4. Run the egoconfig mghost command:

         egoconfig mghost \\shared_top .\uesr_account password

         Note: Ensure that you run this command before you upgrade your cluster in subsequent steps. Running the egoconfig mghost command after you run the egoupgrade cluster command might severely impact cluster functionality.
      5. Start the cluster:

         egosh ego start all

      Backing up your cluster to a shared directory does not include any service packages: In a later step, you will run the egoupgrade cluster command, which backs up existing configuration files to a backup directory within your shared location (shared_top) directory. This backup includes configuration files in the system (such as EGO service XML files, application profile files, and so on), used for IBM Spectrum Symphony 7.3.2, but this does not include backing up the IBM Spectrum Symphony service package for your previous version. Do not upgrade the service package during your cluster upgrade and application upgrade stages. If you upgrade the service package during these stages, and you later require rolling back IBM Spectrum Symphony, the service package will not be correctly configured for the your previous version's application profile and your application will not work. If you do roll back, ensure that you have the previous version's service package working with the previous version's application profile.
   2. Open a command prompt for the upgraded version of IBM Spectrum Symphony, and run the cluster upgrade command:

      egoupgrade cluster [-f] [-u user_account] [-x password]

      Tip:

      • While you upgrade the cluster, the system can log some failed operations, but they might not impact the upgrade process. Check the egoupgrade log under the Installation_top\upgrade\logs directory to assess whether the failures affect your upgraded environment.
      • Before you run the egoupgrade cluster command, if you need to use the IBM Spectrum Symphony CLI or submit old workload from your previous version, do so from the previous IBM Spectrum Symphony command prompt.
      • If you are upgrading from IBM Spectrum Symphony 7.3, before you run the egoupgrade cluster command, if you are unable to start the HostFactory service, modify the hostfactory.xml file and change this line:

        <ego:Command{EGO_TOP}\3.8\{EGO_TOP}\3.8\>${EGO_TOP}/${EGO_VERSION}/${EGO_MACHINE_TYPE}/etc/hostfactory</ego:Command>

        to use the EGO version from your previous IBM Spectrum Symphony environment, change the line to:

        <ego:Command>${EGO_TOP}\3.8\${EGO_MACHINE_TYPE}\etc\hostfactory</ego:Command>

9. Access the cluster management console:
   1. Start a web browser and clear the browser cache and cookies. Check your browser documentation for details.
      Note: All users who connect to the cluster management console must clear their browser cache and cookies before you access the console. As a cluster administrator, ensure that you notify all your users about this requirement.
   2. Log in to the cluster management console. See Locating the cluster management console.

      If you personalized preferences for the cluster management console, recreate your preferences. For example, if you set up table preferences to include custom columns, edit the Preferences link for those pages to change the default settings.

   3. If your environment includes other products in the IBM Spectrum Computing family (such as IBM Spectrum Conductor), the post-installation wizard launches. Complete the wizard to set up extra components as required.
10. Verify that you have installed the applicable packages:
    • Access the System & Services > Software Components page within the cluster management console to see the software components installed on each host. This page indicates the installed software component packages, and active versions on each host. With an upgrade, you may have more than one version of the same software component installed, but only the upgraded version should be active.
    • Go to the Windows Control Panel, select Programs and Features, and then view the list of IBM Spectrum Computing family installation packages.

    For a list of installation package names, refer to Files within the installation packages.