Upgrading in a Multi-Site Environment – Software Version 2022 or Newer

00:00

[MUSIC PLAYING]

00:04

Autodesk recommends that when upgrading or migrating a complex environment,

00:09

you work with a Value-Added Reseller or your Autodesk Account Team.

00:13

First, let's take a look at Vault Replication in 2022.

00:16

Vault Replication in 2022 is replacing SQL merge replication technology with transactional replication, SQL technology.

00:25

So the data synchronizes almost instantly.

00:27

As part of this, all your read operations will continue occurring on the subscriber,

00:32

but your write operations, such as your check-ins, will only occur on the publisher.

00:36

File replication remains unchanged.

00:39

So planning to do your upgrade to 2022,

00:45

as mentioned in the beginning, Autodesk recommends you test your upgrade prior to go-live.

00:50

In a multi-site environment, it is best if you have both a subscriber and a publisher.

00:56

If you already have a test server, you could do a backup from production, restore it to the test server.

01:01

You can create a separate test server if you wish to have it after the upgrade,

01:05

installing the same version and restoring the backup.

01:09

Once you have the server set up,

01:10

you will follow the same steps outlined below on your test server and document it for your go-live and production day.

01:18

On go-live day,

01:20

make sure your SQL and Windows version on the current server will support the version of Vault that you are upgrading to.

01:27

Document the current version and patch level of Vault in case you need to roll back.

01:31

Ensure that the server meets the minimum hardware and software requirements.

01:35

You will need to know the impersonation account and the SA account.

01:39

If your organization doesn't use the SA account or doesn't allow use of the SA account,

01:43

you will need a SQL server account that has been set up as a sysadmin and know that password.

01:49

Make sure you have all the required software and patches.

01:53

Know your serial number, product key, network license, server model, and network license server name.

02:00

Have a plan in place for high latency.

02:03

If you have a slow connection between two locations,

02:07

subscriber and publisher, using the alternate snapshot method, which you can find information on in the resources PDF.

02:14

If you do have to roll back,

02:16

you will need to reinstall the server with the version that was originally on there and restore the backup.

02:24

When you're upgrading a multi-site environment to 2022,

02:27

or any multi-site environment for that matter, the publisher has to be done first.

02:32

Choose your upgrade window.

02:33

If you're working with an Autodesk representative, let them know your planned upgrade window.

02:37

Have all users log out of the system and do an IISRESET.

02:41

Make sure that your application is synced.

02:44

You can do this by checking the replication monitor on the SQL server,

02:48

and verify that it says "It's been polling for 60 seconds."

02:51

At that point, you are ready to backup your existing Vault at the publisher.

02:56

You will then upgrade, install Vault on all servers, publishers and subscribers.

03:02

Apply Hotfixes on all servers, publishers, and subscribers.

03:06

And then on the publisher, you will start your ADMS console.

03:09

You're going to disable replication when prompted.

03:13

You're going to then migrate your databases.

03:15

If the step does not start automatically, you may need to do a manual B2B migration.

03:19

And you can find information on that in the resources PDF.

03:23

Verify that the subscriber's version does match, that they have been upgraded.

03:28

And once you've verified that the subscribers are upgraded,

03:32

you're going to need to manually recreate each subscriber. And then when you migrate the subscribers,

03:37

you will allow the snapshot to be consumed.

03:40

You will then open the ADMS console on the subscriber.

03:44

You will enable the Vaults.

03:46

And then you would repeat this for each new subscriber.

03:49

Once you're done, backup the publisher and the final working state.

03:53

If you have slow connection, again,

03:55

consider using the alternate snapshot method if you feel that it is taking too long for the snapshot to be consumed.

04:01

Quick look at some of the steps you're going to see when you go through 2022 multi-site upgrade.

04:06

So currently this is what your migration looks like under a merge replication.

04:10

There's a two-way connection between each subscriber and a publisher, and they upgrade two ways.

04:15

Any action that you do on the subscriber will upgrade the publisher.

04:19

And any action you do on the publisher will upgrade the subscriber.

04:23

And then the publisher will upgrade the other subscribers.

04:26

Now, 2022 - the first step when you run the install is replication, is disabled.

04:32

It's going to turn the publisher into a single site.

04:35

The ADMS console will offer to disable replication.

04:38

It gives you some information and tells you what's happening.

04:40

There's a checkbox where it will document all of your subscribers for you.

04:44

And then you would click "Proceed."

04:47

And then it's going to confirm.

04:49

It's going to give you some warnings,

04:51

and it's going to confirm that you do want to move forward and that you are removing existing replication.

04:56

Once that is done, you can use the information that's documented to re-add the replication.

05:01

And this is what you end up with -- the publisher in the middle talking to all the subscribers.

05:07

And the publisher is the only server that has write operations happening to it.

05:12

For those of you who've been using replication for any length of time,

05:15

I'm sure at some point in time you've had some kind of ownership issues.

05:18

This is a long way toward eliminating anything because the publisher will own everything.

05:24

So replication is manually re-established using transactional replication.

05:29

So, again, using that information that you documented, you're going to recreate each subscriber.

05:34

Things to know when you're doing a multi-site upgrade --

05:37

You will not be able to restore if SQL Server and Vault are not the same or higher version.

05:43

You need to make sure that your users are out of Vault from the point where you are going to backup the production server,

05:48

until the point that you are going live, after the final backup and after test.

05:54

Autodesk does recommend that every Vault upgrade starts with a validated backup.

05:58

Testing does allow you to validate your backup.

06:01

Before migrating any live production environment, restore the latest ADMS console backup to a similar but non-production environment,

06:09

in other words, a test system.

06:11

And a test upgrade gives you the confidence that the backup is valid,

06:14

and identifies any potential pitfalls while having no impact on production.

06:20

If re-establishing replication is taking too long, consider using the alternate snapshot method to speed it up.

06:26

Information on that can be found in the resources PDF.

06:30

And this process will be different than any previous multi-site upgrade.

06:34

And last but not least, the subscribers will not be created automatically.

06:39

Once everything is completed, you will need to create them manually.

Video transcript

00:00

[MUSIC PLAYING]

00:04

Autodesk recommends that when upgrading or migrating a complex environment,

00:09

you work with a Value-Added Reseller or your Autodesk Account Team.

00:13

First, let's take a look at Vault Replication in 2022.

00:16

Vault Replication in 2022 is replacing SQL merge replication technology with transactional replication, SQL technology.

00:25

So the data synchronizes almost instantly.

00:27

As part of this, all your read operations will continue occurring on the subscriber,

00:32

but your write operations, such as your check-ins, will only occur on the publisher.

00:36

File replication remains unchanged.

00:39

So planning to do your upgrade to 2022,

00:45

as mentioned in the beginning, Autodesk recommends you test your upgrade prior to go-live.

00:50

In a multi-site environment, it is best if you have both a subscriber and a publisher.

00:56

If you already have a test server, you could do a backup from production, restore it to the test server.

01:01

You can create a separate test server if you wish to have it after the upgrade,

01:05

installing the same version and restoring the backup.

01:09

Once you have the server set up,

01:10

you will follow the same steps outlined below on your test server and document it for your go-live and production day.

01:18

On go-live day,

01:20

make sure your SQL and Windows version on the current server will support the version of Vault that you are upgrading to.

01:27

Document the current version and patch level of Vault in case you need to roll back.

01:31

Ensure that the server meets the minimum hardware and software requirements.

01:35

You will need to know the impersonation account and the SA account.

01:39

If your organization doesn't use the SA account or doesn't allow use of the SA account,

01:43

you will need a SQL server account that has been set up as a sysadmin and know that password.

01:49

Make sure you have all the required software and patches.

01:53

Know your serial number, product key, network license, server model, and network license server name.

02:00

Have a plan in place for high latency.

02:03

If you have a slow connection between two locations,

02:07

subscriber and publisher, using the alternate snapshot method, which you can find information on in the resources PDF.

02:14

If you do have to roll back,

02:16

you will need to reinstall the server with the version that was originally on there and restore the backup.

02:24

When you're upgrading a multi-site environment to 2022,

02:27

or any multi-site environment for that matter, the publisher has to be done first.

02:32

Choose your upgrade window.

02:33

If you're working with an Autodesk representative, let them know your planned upgrade window.

02:37

Have all users log out of the system and do an IISRESET.

02:41

Make sure that your application is synced.

02:44

You can do this by checking the replication monitor on the SQL server,

02:48

and verify that it says "It's been polling for 60 seconds."

02:51

At that point, you are ready to backup your existing Vault at the publisher.

02:56

You will then upgrade, install Vault on all servers, publishers and subscribers.

03:02

Apply Hotfixes on all servers, publishers, and subscribers.

03:06

And then on the publisher, you will start your ADMS console.

03:09

You're going to disable replication when prompted.

03:13

You're going to then migrate your databases.

03:15

If the step does not start automatically, you may need to do a manual B2B migration.

03:19

And you can find information on that in the resources PDF.

03:23

Verify that the subscriber's version does match, that they have been upgraded.

03:28

And once you've verified that the subscribers are upgraded,

03:32

you're going to need to manually recreate each subscriber. And then when you migrate the subscribers,

03:37

you will allow the snapshot to be consumed.

03:40

You will then open the ADMS console on the subscriber.

03:44

You will enable the Vaults.

03:46

And then you would repeat this for each new subscriber.

03:49

Once you're done, backup the publisher and the final working state.

03:53

If you have slow connection, again,

03:55

consider using the alternate snapshot method if you feel that it is taking too long for the snapshot to be consumed.

04:01

Quick look at some of the steps you're going to see when you go through 2022 multi-site upgrade.

04:06

So currently this is what your migration looks like under a merge replication.

04:10

There's a two-way connection between each subscriber and a publisher, and they upgrade two ways.

04:15

Any action that you do on the subscriber will upgrade the publisher.

04:19

And any action you do on the publisher will upgrade the subscriber.

04:23

And then the publisher will upgrade the other subscribers.

04:26

Now, 2022 - the first step when you run the install is replication, is disabled.

04:32

It's going to turn the publisher into a single site.

04:35

The ADMS console will offer to disable replication.

04:38

It gives you some information and tells you what's happening.

04:40

There's a checkbox where it will document all of your subscribers for you.

04:44

And then you would click "Proceed."

04:47

And then it's going to confirm.

04:49

It's going to give you some warnings,

04:51

and it's going to confirm that you do want to move forward and that you are removing existing replication.

04:56

Once that is done, you can use the information that's documented to re-add the replication.

05:01

And this is what you end up with -- the publisher in the middle talking to all the subscribers.

05:07

And the publisher is the only server that has write operations happening to it.

05:12

For those of you who've been using replication for any length of time,

05:15

I'm sure at some point in time you've had some kind of ownership issues.

05:18

This is a long way toward eliminating anything because the publisher will own everything.

05:24

So replication is manually re-established using transactional replication.

05:29

So, again, using that information that you documented, you're going to recreate each subscriber.

05:34

Things to know when you're doing a multi-site upgrade --

05:37

You will not be able to restore if SQL Server and Vault are not the same or higher version.

05:43

You need to make sure that your users are out of Vault from the point where you are going to backup the production server,

05:48

until the point that you are going live, after the final backup and after test.

05:54

Autodesk does recommend that every Vault upgrade starts with a validated backup.

05:58

Testing does allow you to validate your backup.

06:01

Before migrating any live production environment, restore the latest ADMS console backup to a similar but non-production environment,

06:09

in other words, a test system.

06:11

And a test upgrade gives you the confidence that the backup is valid,

06:14

and identifies any potential pitfalls while having no impact on production.

06:20

If re-establishing replication is taking too long, consider using the alternate snapshot method to speed it up.

06:26

Information on that can be found in the resources PDF.

06:30

And this process will be different than any previous multi-site upgrade.

06:34

And last but not least, the subscribers will not be created automatically.

06:39

Once everything is completed, you will need to create them manually.

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