Insights On-Premises Upgrade
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Insights On-Premises Upgrade

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This article is part of the On-Premises Upgrade Guide 8.x to 8.6 guide and explains how to upgrade your Insights On-premises (IOP) server.

When should you use this upgrade guide?

  • You use IOP with a version older than 8.6.
  • Your IOP appliances were deployed from our OVA file. Do not use this upgrade guide if you installed your IOP environment from our Linux-based installation packages.
  • Your IOP server uses static IP addresses. If the network settings of your IOP server(s) are assigned via DHCP, contact our Support team.
  • You already upgraded your ControlUp On-premises environment. If you have not upgraded COP to version 8.6 yet, refer to the On-Premises Upgrade Guide 8.x to 8.6

IOP Upgrade

Upgrade a Standalone IOP Machine

In this section, we will go through a complete upgrade for a standalone IOP machine that uses a static IP address.

To upgrade your IOP standalone machine from version 8.5 to 8.6:

  1. Open a vCenter Client and log in with a user that is assigned to the Administrator role.
  2. Install a new IOP server by using the OVA file for version 8.6. Make sure you install the new IOP server with the same template settings as the old IOP machine. For example, if you used these template settings for the deployment of your 8.5 IOP machine, then you need to use the same settings for the installation of your new IOP server.
    IOP_TemplateSettings_8_5
  3. Wait until the import of the new virtual appliance is finished. It is important that you do not turn on the machine yet.
  4. SSH into your old IOP server with the root user.
  5. Run iopcmd stop to stop all running IOP containers.
    InsightsStopContainers
  6. Note the storage that your old IOP machine uses
    IOP_MachineStorageNoticeBeforeUpgrade
  7. Shut down the machine by running shutdown -P 0
  8. Select the Datastores view on the old IOP machine and browse to the Files tab. You can see all virtual files that are currently used by your IOP machine.
    IOP_VirtualFilesUsedForIOPMachine
  9. Select the vmdk file, that has the format [VirtualMachineName] _1.vmdk and click Copy to.
    IOP_CopyVMDKFile
  10. In the Select Destination window, select the new IOP server and click OK. This copies the virtual disk from the old to the new IOP server. Make sure you have enough free disk space on the destination datastore before you copy the vmdk file to the new IOP machine.
    IOP_CopyVMDKFileToDestination
  11. Wait until the file has been completely transferred. You can click the Monitor tab > Tasks to see the status of the copy process.
  12. Navigate to the Host and Clusters view in your vCenter client, right-click the new IOP server > Edit Settings.
  13. Under Hard disk 2, click the X icon to remove this disk.
    IOP_RemoveHardDisk2OnNewIOPServer
  14. Check the Delete files from datastore checkbox and confirm by clicking OK.
  15. Right-click the new IOP server and select Edit Settings. Click ADD NEW DEVICE and choose Existing Hard Disk.
    IOP_AddHardDiskFromOldIOPServer
  16. In the Select File screen, select the vmdk that you copied in Step 10. Click OK to confirm.
    IOP_SelectHardDisk
  17. The new hard disk is shown in the settings. Confirm by clicking OK and wait until the hard disk is created.
Note

The size of the new hard disk must be the same as the size of the exported HDD. If the old hard disk had a capacity of 50 GB, then you have to change the size of the new hard disk to 50 GB as well

  1. As the old IOP machine is powered off, you can now power on the new IOP machine and wait until the machine is booted.

Verify that the upgrade was successful by checking if old data is shown in the portal:

  1. Open your Real-Time Console which should already run version 8.6 and click the ControlUp Insights button in the Home ribbon.
  2. Log into the portal and check if data that existed before the upgrade is shown in the portal. This data is retrieved from the vmdk file that we copied before.

If you followed the upgrade procedure COP in the correct order, you should not have any IOP Forwarders installed on your ControlUp Monitor machines. It is time to install the IOP Forwarder for version 8.6 on all monitor machines. This ensures that new data is transferred to the new IOP server. Follow the installation instructions from the IOP Forwarder 8.6 installation guide.

Once you installed new IOP Forwarders on the ControlUp Monitor machines, verify that new data is shown in the Insights portal.

Note

As the IOP Forwarder usually creates activity files every 10 minutes, wait at least 15 minutes to check if new data is coming in.

In case the new data is shown in the Insights portal, you can now remove the old IOP server. To delete the machine, open the vSphere client, right-click the old IOP virtual machine, select Delete from Disk and click YES to delete the disk.

Upgrade IOP Cluster Machines

This section describes the upgrade in a cluster environment that uses static IP addresses. As a reminder, a clustered environment is made of one master node and multiple data nodes. First, you need to upgrade your master node and then each data node.

Upgrade Master Node

The first component in your clustered environment that you need to upgrade is the master node. Make sure you complete the instructions below before you move on to the upgrade of your data nodes.

To upgrade your master node from version 8.5 to 8.6:

  1. Open a vCenter Client and log in with a user that is assigned to the Administrator role.
  2. Install a new IOP master node by using the OVA file for version 8.6. Make sure you install the new IOP master node with the same template settings as the old IOP master node. For example, if you used these template settings for the deployment of your 8.5 IOP master node, then you need to use the same settings for the installation of your new IOP master node. As this is the master node you have to select the type MASTER at the end of the template settings window.
    IOP_TemplateSettings_8_5_MasterNode
  3. Wait until the import of the new virtual appliance is finished. It is important that you do not turn on the machine yet.
  4. SSH into your old IOP master node with the root user.
  5. Run iopcmd stop to stop all running IOP containers on the master node.
    IOP_StopContainer_Master
  6. Note the storage that your old IOP machine uses
    IOP_MachineStorageNoticeBeforeUpgradeMaster
  7. Shut down the machine by running shutdown -P 0
  8. Select the Datastores view on the old IOP machine and browse to the Files tab. You can see all virtual files that are currently used by your IOP machine.
    IOP_SelectHardDiskForMaster
  9. Select the vmdk file, that has the format [VirtualMachineName] _1.vmdk and click Copy to.
    IOP_CopyVMDKFileMaster
  10. In the Select Destination window, select the new IOP server and click OK. This copies the virtual disk from the old to the new IOP server. Make sure you have enough free disk space on the destination datastore before you copy the vmdk file to the new IOP machine.
    IOP_CopyVMDKFileToDestinationMaster
  11. Wait until the file has been completely transfered. You can click the Monitor tab > Tasks to see the status of the copy process.
  12. Navigate to the Host and Clusters view in your vCenter client, right-click the new IOP master node > Edit Settings.
  13. Under Hard disk 2, click the X icon to remove this disk.
    IOP_RemoveHardDisk2OnNewIOPMaster
  14. Check the Delete files from datastore checkbox and confirm by clicking OK.
  15. Right-click the new IOP server and select Edit Settings. Click ADD NEW DEVICE and choose Existing Hard Disk.
    IOP_AddHardDiskFromOldIOPMaster
  16. In the Select File screen, select the vmdk that you copied in Step 10. Click OK to confirm.
    IOP_SelectCopiedHDD
  17. The new hard disk is shown in the settings. Confirm by clicking OK and wait until the hard disk is created.
Note

The size of the new hard disk must be the same as the size of the exported HDD. If the old hard disk had a capacity of 50 GB, then you have to change the size of the new hard disk to 50 GB as well. Make sure you follow the hard disk sizing recommendation in the prerequisites guide. A general rule of thumb: The larger the disk size, the better.

  1. As the old IOP master node is powered off, you can now power on the new IOP master and wait until the machine is booted.

Upgrade Data Nodes

You must complete the master node upgrade instructions before continuing with the data node upgrade. You can upgrade your data nodes only after your master node has been upgraded. It's the same as upgrading the master node. For each new data node deployed, you need to select DATA in the template settings.

To upgrade your data nodes from version 8.5 to 8.6:

  1. Open a vCenter Client and log in with a user that is assigned to the Administrator role.
  2. Install new IOP data nodes by using the OVA file for version 8.6. Make sure you install the new IOP data nodes with the same template settings as the old IOP data nodes. For example, if you used these template settings for the deployment of your 8.5 IOP data nodes, then you need to use the same settings for the installation of your new IOP data node. As this is the data node you have to select the type DATA at the end of the template settings window and provide the IP address of the master node.
    IOP_TemplateSettings_8_5_DataNode1_2
  3. Wait until the import of the new virtual appliance is finished. It is important that you do not turn on the machine yet.
  4. SSH into your old IOP data node with the root user.
  5. Run iopcmd stop to stop all running IOP containers on the data node.
  6. Note the storage that your old IOP machine uses
    IOP_StorageData
  7. Shut down the machine by running shutdown -P 0
  8. Select the Datastores view on the old IOP machine and browse to the Files tab. You can see all virtual files that are currently used by your IOP machine.
    IOP_DataNodeFiles
  9. Select the vmdk file, that has the format [VirtualMachineName] _1.vmdk and click Copy to.
    IOP_CopyVMDKFileData
  10. In the Select Destination window, select the new IOP server and click OK. This copies the virtual disk from the old to the new IOP server. Make sure you have enough free disk space on the destination datastore before you copy the vmdk file to the new IOP machine.
    IOP_CopyVMDKFileToDestinationData
  11. Wait until the file has been completely transferred. You can click the Monitor tab > Tasks to see the status of the copy process.
  12. Navigate to the Host and Clusters view in your vCenter client, right-click the new IOP data node > Edit Settings.
  13. Under Hard disk 2, click the X icon to remove this disk.
    IOP_RemoveHardDisk2OnNewIOPData
  14. Check the Delete files from datastore checkbox and confirm by clicking OK.
  15. Right-click the new IOP server and select Edit Settings. Click ADD NEW DEVICE and choose Existing Hard Disk.
    IOP_AddHardDiskFromOldIOPData
  16. In the Select File screen, select the vmdk that you copied in Step 10. Click OK to confirm.
    IOP_SelectHardDiskForData
  17. The new hard disk is shown in the settings. Confirm by clicking OK and wait until the hard disk is created.
Note

The size of the new hard disk must be the same as the size of the exported HDD. If the old hard disk had a capacity of 50 GB, then you have to change the size of the new hard disk to 50 GB as well. Make sure you follow the hard disk sizing recommendation in the prerequisites guide. A general rule of thumb: The larger the disk size, the better.

  1. As the old IOP data node is powered off, you can now power on the new IOP data node and wait until the machine is booted.
  2. Repeat the steps from this chapter for all remaining data nodes.

Once you complete the upgrade of all data nodes, verify that the upgrade was successful by checking if old data is shown in the portal:

  1. Open your Real-Time Console which should already run version 8.6 and click the ControlUp Insights button in the Home ribbon.
  2. Log into the portal and check if data that existed before the upgrade is shown in the portal. This data is retrieved from the vmdk file that we copied before.

If you followed the upgrade procedure COP in the correct order, you should not have any IOP Forwarders installed on your ControlUp Monitor machines. It is time to install the IOP Forwarder for version 8.6 on all monitor machines. This ensures that new data is transferred to the new IOP server. Follow the installation instructions from the IOP Forwarder 8.6 installation guide.

Once you installed new IOP Forwarders on the ControlUp Monitor machines, verify that new data is shown in the Insights portal.

Note

As the IOP Forwarder usually creates activity files every 10 minutes, wait at least 15 minutes to check if new data is coming in.

In case the new data is shown in the Insights portal, you can now remove the old IOP data nodes. To delete the machines, open the vSphere client, right-click the old IOP virtual machine, select Delete from Disk and click YES to delete the disk.


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