Upgrade a Standalone Environment with the ISO and Template

Important

  • Upgrading to release 20.1.1 requires a system on 19.x, with security updates completed.
  • While template installation and system upgrade takes approximately two hours at a single site, this may vary in accordance with your topology, number of devices and subscribers. Adjust your upgrade maintenance window to allow for your configuration.
  • When upgrading from CUCDM 11.5.3 Patch Bundle 2 or VOSS-4-UC 18.1 Patch Bundle 2 and earlier, re-import specified CUC models according to your current version. Refer to the final upgrade procedure step.
  • Tasks that are marked Prior to Maintenance Window can be completed a few days prior to the scheduled maintenance window so that VOSS support can be contacted if needed and in order to allow for reduce down time.

The standard screen command should be used where indicated. See: Using the screen command.

Download Files and Check (Prior to Maintenance Window)

Description and Steps Notes and Status

VOSS files: https://voss.portalshape.com > Downloads > VOSS-4-UC > 20.1.1_EFT > Upgrade

Download .iso and .template file from the VOSS SFTP server. Transfer the file to the media/ folder. Two options:

Either using SFTP:

  • sftp platform@<unified_node_hostname>
  • cd media
  • put <upgrade_iso_file>
  • put <upgrade_template_file>

Or using SCP:

  • scp <upgrade_iso_file> platform@<unified_node_ip_address>:~/media
  • scp <upgrade_template_file> platform@<unified_node_ip_address>:~/media

Verify that the .iso image and .template file copied:

  • ls -l media/

Verify that the original .sha256 checksums match.

  • system checksum media/<upgrade_iso_file>

    Checksum: <SHA256>

  • system checksum media/<upgrade_template_file>

    Checksum: <SHA256>

Security and Health Steps standalone (Prior to Maintenance Window)

Description and Steps Notes and Status

Validate the system health.

Verify there are no pending Security Updates:

security check

Check system health.

  • diag disk

If there is any sign of the paths below are over 80% full, a clean-up is needed, for example to avoid risk of full logs occurring during upgrade. Clean-up steps are indicated next to the paths:

/              (call support if over 80%)
/var/log       (run: log purge)
/opt/platform  (remove any unnecessary files from /media directory)
/tmp           (reboot)

Schedules, Transactions and Version Check (Maintenance Window)

Description and Steps Notes and Status

Turn off any scheduled imports to prevent syncs triggering part way through the upgrade. Two options are available:

Individually for each job:

  1. Log in on the Admin Portal as a high level administrator above Provider level.
  2. Select the Scheduling menu to view scheduled jobs.
  3. Click each scheduled job. On the Base tab, uncheck the Activate check box.

Mass modify:

  1. On the Admin Portal, export scheduled syncs into a bulk load sheet.
  2. Modify the schedule settings to de-activate scheduled syncs.
  3. Import the sheet.

Check for running imports. Either wait for them to complete or cancel them:

  1. Log in on the Admin Portal as a high level administrator above Provider level.
  2. Select the Transaction menu to view transactions.
  3. Filter the Action column:
    1. Choose Status as “Processing” and then choose each Action that starts with “Import”, for example, “Import Unity Connection”.
    2. Click Search and confirm there are no results.
    3. If there are transactions to cancel, select them and click Cancel.

Customized ``data/Settings``

If data/Settings instances have been modified, record these or export them as JSON.

The modifications can be re-applied or exported JSON instances can be merged following the upgrade. See: Post Template Upgrade Tasks standalone (Maintenance Window).

Version

Record the current version information. This is required for upgrade troubleshooting.

  • Log in on the Admin Portal and record the information contained in the About > Extended Version

Pre-Upgrade Steps standalone (Maintenance Window)

Shutdown server and take snapshots from VMware and then restart server:

Use VMware snapshots. Consider the following:

  • VOSS cannot guarantee that a VMware snapshot can be used to successfully restore VOSS-4-UC or any Cisco HCS Management application. If you cannot restore the application from a snapshot, your only recourse is to reinstall the application.
  • When the backup is complete and you do not need the VMware snapshot for restore activities, delete the snapshot immediately to preserve LUN space.
  • system shutdown

Log into VMware and take a snapshot.

After the snapshot, restart:

  • Power up the servers via VMware.

Optional: If a backup is required in addition to the snapshot, use the backup add <location-name> and backup create <location-name> commands. For details, refer to the Platform Guide.

Description and Steps Notes and Status

Before upgrading, check all services:

Make sure no services are stopped/broken. The message ‘suspended waiting for mongo’ is normal on a fresh node.

  • app status

Verify the node is not in the ‘recovering’ state (stateStr is not RECOVERING)

  • database config

Upgrade standalone (Maintenance Window)

Description and Steps Notes and Status

From VOSS-4-UC 18.1 or CUCDM 11.5.3 onwards, it is recommended that the upgrade steps are run in a terminal opened with the screen command.

On the primary unified node:

  • screen
  • app upgrade media/<upgrade_iso_file>

All unused docker images except selfservice and voss_ubuntu images will be removed from the system at this stage.

Post-Upgrade, Security and Health Steps standalone (Maintenance Window)

Description and Steps Notes and Status

Verify the status:

  • diag health
If upgrade is successful, the screen session can be closed by typing exit in the screen terminal. If errors occurred, keep the screen terminal open for troubleshooting purposes and contact VOSS support.

Complete all the security updates.

  • security update

The docker images selfservice and voss_ubuntu will be removed from the system at this stage.

Note: If the system reboots, do not carry out the next manual reboot step . When upgrading from pre-19.1.1, an automatic reboot should be expected.

Manual reboot only if needed:

  • system reboot

Database Filesystem Conversion standalone (Maintenance Window, if required)

Important

To check if the step is not required:

  • Run drives list and ensure that the LVM storage shows for all converted database nodes under Volume Groups. If the output of the drives list command contains dm-0 - mongodb:dbroot, the step is not required. Refer to the drives list command output example below.

The database convert_drive command provides parameters that allow for a flexible upgrade schedule in order to limit system downtime.

When the database convert_drive command is run, the voss-deviceapi service will be stopped first and started after completion. The command should therefore be run during a maintenance window while there are no running transactions.

For a standalone system drive conversion, ensure the standalone parameter is used.

Description and Steps Notes and Status

Shut down. Since all services will be stopped, this takes some time.

  • system shutdown

Create a VMware snapshot so that the system can easily be reverted in the case of a conversion error. Boot the system in VMware. Stop transactions from being scheduled.

Run:

  • database convert_drive standalone

Note: this step may take a few hours. Wait until it completes successfully.

  • database config

    Ensure that the storage engine for the database node shows as storageEngine: WiredTiger

  • drives list

    Ensure that the LVM storage for the database node shows under Volume Groups

In the example below, dbroot/dm-0 shows under Volume Groups, Logical volumes

$ drives list
Used disks and mountpoints:
sdc1 - services:backups
dm-0 - mongodb:dbroot

Unused disks:
none - if disks have been hot-mounted, it may be necessary to reboot the system

Unused mountpoints:
services:SWAPSPACE

Volume Groups
voss - 10.0 GB free, 60.0 GB total
Physical volumes:
sdd1
Logical volumes:
dbroot/dm-0 - 50.0 GB

Database Schema Upgrade standalone (Maintenance Window)

Important

For VOSS-4-UC release 20.1.1, refer to the VOSS-4-UC 20.1.1 Release Changes and Impact document for details on model and workflow changes. Customizations related to these changes may be affected by this step.

Description and Steps Notes and Status

From VOSS-4-UC 18.1 or CUCDM 11.5.3 onwards, it is recommended that the upgrade steps are run in a terminal opened with the screen command.

  • screen
  • voss upgrade_db

Template Upgrade standalone (Maintenance Window)

Description and Steps Notes and Status

From VOSS-4-UC 18.1 or CUCDM 11.5.3 onwards, it is recommended that the upgrade steps are run in a terminal opened with the screen command.

  • screen
  • app template media/<VOSS-4-UC.template>

The following message appears:

Running the DB-query to find the current environment's
existing solution deployment config...
  • Python functions are deployed
  • System artifacts are imported.

The template upgrade automatically detects the deployment mode: “Enterprise”, “Provider with HCM-F” or “Provider without HCM-F”. A message displays according to the selected deployment type. Check for one of the messages below:

Importing EnterpriseOverlay.json

Importing ProviderOverlay_Hcmf.json ...

Importing ProviderOverlay_Decoupled.json ...

The template install automatically restarts necessary applications.

Description and Steps Notes and Status

Review the output from the app template command and confirm that the upgrade message appears:

Deployment summary of PREVIOUS template solution
(i.e. BEFORE upgrade):
-------------------------------------------------


Product: [PRODUCT]
Version: [PREVIOUS PRODUCT RELEASE]
Iteration-version: [PREVIOUS ITERATION]
Platform-version: [PREVIOUS PLATFORM VERSION]

This is followed by updated product and version details:

Deployment summary of UPDATED template solution
(i.e. current values after installation):
-----------------------------------------------

Product: [PRODUCT]
Version: [UPDATED PRODUCT RELEASE]
Iteration-version: [UPDATED ITERATION]
Platform-version: [UPDATED PLATFORM VERSION]
Description and Steps Notes and Status
  • If no errors are indicated, make a backup or snapshot.

For an unsupported upgrade path, the install script stops with the message:

Upgrade failed due to unsupported upgrade path.
Please log in as sysadmin
and see Transaction logs for more detail.

You can restore to the backup or revert to the VM snapshot made before the upgrade.

If there are errors for another reason, the install script stops with a failure message listing the problem. Contact VOSS support.

Post upgrade migrations:

  • voss post-upgrade-migrations

Data migrations that are not critical to system operation can have significant execution time at scale. These need to be performed after the primary upgrade, allowing the migration to proceed whilst the system is in use - thereby limiting upgrade windows.

A transaction is queued on VOSS-4-UC and its progress is displayed as it executes.

Description and Steps Notes and Status

Check status and health

  • diag health
  • app status

Post Template Upgrade Tasks standalone (Maintenance Window)

Description and Steps Notes and Status

Customized ``data/Settings``

Merge the previously backed up customized data/Settings with the latest settings on the system by manually adding the differences or exporting the latest settings to JSON, merging the customized changes and importing the JSON.

Support for VG400 and VG450 Analogue Gateways

Before adding the VG400 or VG450 Gateway, the device/cucm/GatewayType model needs to be imported for each Unified CM.

  1. Create a Model Type List which includes the device/cucm/GatewayType model.
  2. Add the Model Type List to all the required Unified CM Data Syncs.
  3. Execute the Data Sync for all the required Unified CMs.

Verify the upgrade:

Log in on the Admin Portal and check the information contained in the About > Extended Version menu. Confirm that versions have upgraded.

  • Release should show 20.1.1
  • Platform Version should show 20.1.1

If your web browser cannot open the user interface, clear your browser cache before trying to open the interface again.

  • Check themes on all roles are set correctly

Restore Schedules standalone (Maintenance Window)

Description and Steps Notes and Status

Re-enable scheduled imports if any were disabled prior to the upgrade. Two options are available:

Individually for each job:

  1. Log in on the Admin Portal as a high level administrator above Provider level.
  2. Select the Scheduling menu to view scheduled jobs.
  3. Click each scheduled job. On the Base tab, check the Activate check box.

Mass modify:

  1. Modify the exported sheet of schedules to activate scheduled syncs.
  2. Import the bulk load sheet.

Release Specific Updates standalone (Maintenance Window)

Description and Steps Notes and Status

When upgrading from CUCDM 11.5.3 Patch Bundle 2 or VOSS-4-UC 18.1 Patch Bundle 2 and earlier, re-import the following from all CUCM devices, since this upgrade deleted obsolete CUC timezone codes from the VOSS-4-UC database:

  • CUC models:

    device/cuc/TimeZone

Note:

This is a once off data migration step. If this was performed previously when upgrading to 19.1.x, then it does not have to be repeated.

After upgrading, obtain and install the following patch according to its accompanying MOP file:

  • Server Name: secure.voss-solutions.com
  • Path: /software/voss4uc/releases/Release-19.2.1
  • Patch Directory: Update_CUC_Localization_patch
  • Patch File: Update_CUC_Localization_patch.script
  • MOP File: MOP-Update_CUC_Localization.pdf

Note:

This is a once off data migration step. If this was performed previously when upgrading to 19.1.x, then it does not have to be repeated.

Re-import the following from all CUCM devices:

  • CUCM models:

device/cucm/PhoneType

For steps to create a custom data sync, refer to the chapter on Data Sync in the Core Feature Guide.

Note:

This is a once off data migration step. If this was performed previously when upgrading to 19.1.x, then it does not have to be repeated.

Log Files and Error Checks standalone (Maintenance Window)

Description and Steps Notes and Status

Inspect the output of the command line interface for upgrade errors, for example File import failed! or Failed to execute command.

Use the log view command to view any log files indicated in the error messages, for example, run the command if the following message appears:

For more information refer to the execution log file with
'log view platform/execute.log'

For example, if it is required send all the install log files in the install directory to an SFTP server:

  • log send sftp://x.x.x.x install
Log in on the Admin Portal as system level administrator, go to Administration Tools > Transaction and inspect the transactions list for errors.

For Upgrading from 18.1.3 to 20.1.1, see: Upgrading from 18.1.3 to 20.1.1 - summary.