Use > Smart Analytics > Setting up Smart Analytics > Upgrade to Service Manager 9.41 Smart Analytics

Upgrade to Service Manager 9.41 Smart Analytics

Note You can skip this section if you have not installed any previous version of Smart Analytics. Otherwise, follow the instructions in this section to upgrade your Smart Analytics to SM 9.41 Smart Analytics.

Before you upgrade your Smart Analytics, make sure all index tasks are finished, and then stop all the Smart Analytics services and back up all the Smart Analytics files.

  • For Windows system, you must delete all the Smart Analytics services except the Image Server service.
  • After you upgrade your Smart Analytics, you have to re-index the Hot Topic Analytics data. However, do not start a training for Smart Ticket.

The following instructions are for upgrading the Smart Analytics proxy server only. You need to install other components in the advanced installation mode by using the Smart Analytics installation tool. For detailed information, see Advanced installation.

Note If you cannot decide the correct host names or ports that you need to enter during the installation, or you want to change your settings after installation, you can modify the following configuration files after installation:

  • Smart Analytics main server: <Smart Analytics Installation>/IDOL/AutonomyIDOLServer.cfg
  • Image server: <Smart Analytics Installation>/ImageServer#/ImageServer#.cfg

  • Image proxy server: <Smart Analytics Installation>/ImageProxyServer/dah.cfg

    This is only required if you have installed multiple image servers in the distributed mode.

  • Content server: <Smart Analytics Installation>/Content#/Content#.cfg

  • CFS server: <Smart Analytics Installation>/CFS/CFS.cfg

  • SharePoint connector: <Smart Analytics Installation>/SharepointRemoteConnector/SharepointRemoteConnector.cfg

  • OMNI group server: <Smart Analytics Installation>/OmniGroupServer/OmniGroupServer.cfg

  • HTTP connector: <Smart Analytics Installation>/HTTPConnector/httpconnector.cfg

  • File system connector: <Smart Analytics Installation>/FileSystemConnector/filesystemconnector.cfg

Restart the corresponding components after you modify the related configuration files.

To upgrade your Smart Analytics, follow these steps:

  1. Run the Smart Analytics installer for Windows (setupSmartAnalyticsWindowsX64.exe).

  2. Check the introduction of the installer, and then click Next.
  3. Read the License Agreement. If you accept it, select the corresponding option, and then click Next.

  4. Select the upgrade option, and then click Next.

    Caution Before you continue with the next step, make sure you have backed up all your existing files and deleted the services except the Image Server service.

  5. Choose your previous installation folder for Smart Analytics, and then click Next.

    Note If you are upgrading the Smart Analytics proxy server, the folder should include the IDOL folder. If you are upgrading a distributed content server, the folder should be the parent of the content folder.

Check your previous deployment type and continue with the selected upgrade steps.

ClosedUpgrade a standalone deployment

To upgrade a standalone version of Smart Analytics, continue with these steps:

  1. Select Standalone as your previous deployment type, and then click Next.

  2. Enter the IP address of your Service Manager Server and select the IP address of your local machine from the drop-down list.

    You need to specify the IP addresses (or host names) of the Service Manager servers that are permitted to send administrative and query actions to the Smart Analytics servers. Use commas to separate multiple addresses (do not use a space before or after a comma).

    Note Please use a valid FQDN or IP address for the server address. Do not use the localhost or 127.0.0.1.

  3. Enter the IP address, and the IPv6 address of the machines on which you have installed or will install any content servers. Use commas to separate multiple addresses (do not use a space before or after a comma).

    Tip To get the IPv6 address of the local machine that the client server is installed on. Type ipconfig in the Windows command window and click Enter. Get the IPv6 address value of the working network for Smart Analytics.

  4. Follow the configuration steps to configure your smart search content servers and the CFS server. Click Next after each step of configuration.

  5. Check the pre-installation summary, and then click Install. If you want to change your configuration, click Previous.

  6. Wait for the installation to complete, and then click Done.

    Note During the Smart Analytics upgrade process, the existing configuration file will be renamed to <component name>-old.cfg. After you finish the upgrade, compare it with the new configuration file. If there is any customized change made in the previous .cfg file and it is still valid, manually add it back to the new .cfg file.

ClosedUpgrade a distributed deployment - Smart Analytics proxy server

To upgrade a distributed version with the Smart Analytics proxy server installed, continue with these steps:

  1. Select Distributed as your previous deployment type, and then click Next.
  2. Select HP SM Smart Analytics Proxy, and then click Next.

  3. Enter the IP address of your Service Manager Server and select the IP address of your local machine from the drop-down list.

    You need to specify the IP addresses (or host names) of the Service Manager servers that are permitted to send administrative and query actions to the Smart Analytics servers. Use commas to separate multiple addresses (do not use a space before or after a comma).

    Note Please use a valid FQDN or IP address for the server address. Do not use the localhost or 127.0.0.1.

  4. Enter the IP address, and the IPv6 address of the machine on which you have installed or will install the content server.

    Tip To get the IPv6 address of the local machine that the client server is installed on. Type ipconfig in the Windows command window and click Enter. Get the IPv6 address value of the working network for Smart Analytics.

  5. Follow the configuration steps to configure your smart search content servers and the CFS server. Click Next after each step of configuration.

  6. Check the pre-installation summary, and then click Install. If you want to change your configuration, click Previous.

  7. Wait for the installation to complete, and then click Done.

    After you upgrade your Smart Analytics, you need to manually modify the following configurations in the <SmartAnalytics>/IDOL/AutonomyIDOLServer.cfg file.

    Configurations after upgrade Configurations in your previous file You need to modify the value to
    VirtualDatabases=1 VirtualDatabases=<x> VirtualDatabases=<x>

    [vdb0]

    dbname=Users

    type=combinator

    mapsto=0:Users

    [VDB0]

    DbName=News

    Type=Combinator

    MapsTo=0:News

    Do not change
     

    [VDB<x>]

    DbName=my_database

    Type=Combinator

    MapsTo=<y>:my_database

    Note The number of x starts from 1.

    [VDB<x>]

    DbName=my_database

    Type=Combinator

    MapsTo=<y+1>:my_database

    • You must add the VDB configurations by their number sequence.
    • There may be other content between two VDB configuration sections.
    • Make sure the total number of the VDB configuration sections equals to the number specified in the VirtualDatabases parameter.
    • There is no difference if you use the upper or lower case for the section name of [VDB<x>].
    [DistributionIDOLServers] Number=2 [DistributionIDOLServers] Number=<x> [DistributionIDOLServers] Number=<x+1>

    [IDOLServer0]

    Name=SmartSearch

    Host=12.3.4.56

    Port=20010

    DistributeByFieldsValues=GlobalSearch

    		   Do not change

    [IDOLServer1]

    Name=Content1

    Host=

    Port=

    DistributeByFieldsValues=CONTENT1

    [IDOLServer<x>]

    Host=12.3.4.56

    Port=20010

    DistributeByFieldsValues=CONTENT<x>

    Note The number of x starts from 0.

    [IDOLServer<x+1>]

    Name=Content<x+1>

    Host=12.3.4.56

    Port=20010

    DistributeByFieldsValues=CONTENT<x+1>

    • You must add the IDOL server configurations by their number sequence.
    • Make sure the total number of the IDOL server configuration sections equals to the number specified in the [DistributionIDOLServers] Number parameter.

    Note During the process that you upgrade the Smart Analytics, the existing configuration file will be renamed to <component name>-old.cfg. After you finish the upgrade, compare it with the new configuration file. If there is any customized change made in the previous .cfg file and it is still valid, manually add it back to the new .cfg file.

ClosedUpgrade a distributed deployment - Smart Analytics content server

To upgrade a distributed version with the Smart Analytics content server installed, continue with these steps:

  1. Select Distributed as your previous deployment type, and then click Next.
  2. Select Content, and then click Next.

  3. Specify the content folder for your content server, and then click Next.

    Use commas to separate multiple content folders (do not use a space before or after a comma).

    Note Make sure the content folder is directly under the install folder you have specified.

  4. Enter the IP address of your Service Manager Server and select the IP address of your local machine from the drop-down list, and then click Next.

    Note Please use a valid FQDN or IP address for the server address. Do not use the localhost or 127.0.0.1.

  5. Enter the IP address, and the IPv6 address of the machine on which you have installed Smart Analytics.

    Tip To get the IPv6 address of the local machine that the client server is installed on. Type ipconfig in the Windows command window and click Enter. Get the IPv6 address value of the working network for Smart Analytics.

  6. Check the pre-installation summary, and then click Install. If you want to change your configuration, click Previous.

  7. Wait for the installation to complete, and then click Done.

    Note During the process that you upgrade the Smart Analytics, the existing configuration file will be renamed to <component name>-old.cfg. After you finish the upgrade, compare it with the new configuration file. If there is any customized change made in the previous .cfg file and it is still valid, manually add it back to the new .cfg file.

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