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Feature/19215 amend upgrade guide to include upgrade configs #148

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Original file line number Diff line number Diff line change
Expand Up @@ -21,18 +21,32 @@ This guide describes how to upgrade the Application Servers and Load Balancer Se
## Configure Upgrade Script

1. In the `Cortex Innovation 2024.7 - App Server Install Scripts\Upgrade Application Server` folder, locate the `Cortex.Innovation.Upgrade.ps1` script and open it with a text editor.
1. Configure the script, changing the parameters according to the details given below:

```powershell
.\Cortex.Upgrade.ps1 `
-AppServicesPath "C:\Install\Cortex Innovation 2024.7 - App Services.zip" `
-BlockPackagesPath "C:\Install\Cortex Innovation 2024.7 - Block Packages.zip" `
-ApplicationServerIPv4Addresses @("192.168.1.1, 192.168.1.2, 192.168.1.3") `
-LoadBalancerServerIPv4Address "192.168.1.4" `
-Credential $Credential `
-AcceptEULA:$AcceptEULA `
*>&1 | Tee-Object -FilePath "cortex-ha-upgrade-log.txt"
```
1. Choose the tab below that matches the configuration for this upgrade, then update the script to match, changing the parameters according to the details given below:

{{% alert title="Note" %}}
To check the previous configuration values open the `Cortex.Upgrade.ApplicationConfig.json` file located in `%ProgramData%\Cortex\Upgrade`. If the file does not exist or the values should be changed then use the `Use New Configuration Values` tab.
{{% /alert %}}

{{< tabpane lang="powershell" >}}
{{< tab header="Use Previous Configuration Values" >}}
.\Cortex.Upgrade.ps1 `
-AppServicesPath "C:\Install\Cortex Innovation 2024.7 - App Services.zip" `
-BlockPackagesPath "C:\Install\Cortex Innovation 2024.7 - Block Packages.zip" `
-Credential $Credential `
-AcceptEULA:$AcceptEULA `
*>&1 | Tee-Object -FilePath "cortex-ha-upgrade-log.txt"
{{< /tab >}}
{{< tab header="Use New Configuration Values">}}
.\Cortex.Upgrade.ps1 `
-AppServicesPath "C:\Install\Cortex Innovation 2024.7 - App Services.zip" `
-BlockPackagesPath "C:\Install\Cortex Innovation 2024.7 - Block Packages.zip" `
-ApplicationServerIPv4Addresses @("192.168.1.1, 192.168.1.2, 192.168.1.3") `
-LoadBalancerServerIPv4Address "192.168.1.4" `
-Credential $Credential `
-AcceptEULA:$AcceptEULA `
*>&1 | Tee-Object -FilePath "cortex-ha-upgrade-log.txt"
{{< /tab >}}
{{< /tabpane >}}

| Name | Description |
|----------------------------------------------|-------------|
Expand Down
Original file line number Diff line number Diff line change
@@ -1,15 +1,29 @@
1. In the `Cortex Innovation 2024.7 - App Server Install Scripts\Upgrade Application Server` folder, locate the `Cortex.Innovation.Upgrade.ps1` script and open it with a text editor.
1. Configure the script, changing the parameters according to the details given below:
1. Choose the tab below that matches the configuration for this upgrade, then update the script to match, changing the parameters according to the details given below:

```powershell
.\Cortex.Upgrade.ps1 `
-AppServicesPath "C:\Install\Cortex Innovation 2024.7 - App Services.zip" `
-BlockPackagesPath "C:\Install\Cortex Innovation 2024.7 - Block Packages.zip" `
-ApplicationServerIPv4Addresses @("192.168.1.1") `
-Credential $Credential `
-AcceptEULA:$AcceptEULA `
*>&1 | Tee-Object -FilePath "cortex-app-upgrade-log.txt"
```
{{% alert title="Note" %}}
To check the previous configuration values open the `Cortex.Upgrade.ApplicationConfig.json` file located in `%ProgramData%\Cortex\Upgrade`. If the file does not exist or the values should be changed then use the `Use New Configuration Values` tab.
{{% /alert %}}

{{< tabpane lang="powershell" >}}
{{< tab header="Use Previous Configuration Values" >}}
.\Cortex.Upgrade.ps1 `
-AppServicesPath "C:\Install\Cortex Innovation 2024.7 - App Services.zip" `
-BlockPackagesPath "C:\Install\Cortex Innovation 2024.7 - Block Packages.zip" `
-Credential $Credential `
-AcceptEULA:$AcceptEULA `
*>&1 | Tee-Object -FilePath "cortex-ha-upgrade-log.txt"
{{< /tab >}}
{{< tab header="Use New Configuration Values">}}
.\Cortex.Upgrade.ps1 `
-AppServicesPath "C:\Install\Cortex Innovation 2024.7 - App Services.zip" `
-BlockPackagesPath "C:\Install\Cortex Innovation 2024.7 - Block Packages.zip" `
-ApplicationServerIPv4Addresses @("192.168.1.1") `
-Credential $Credential `
-AcceptEULA:$AcceptEULA `
*>&1 | Tee-Object -FilePath "cortex-app-upgrade-log.txt"
{{< /tab >}}
{{< /tabpane >}}

| Name | Description |
|----------------------------------------------|-------------|
Expand Down
Original file line number Diff line number Diff line change
@@ -1,8 +1,20 @@
1. In the `Cortex Innovation 2024.7 - Web App Server Install Scripts` folder, locate the `Cortex.Innovation.Install.Gateway.ps1` script and open it with a text editor.
1. Configure the script according to the details given below:
1. Choose the tab below that matches the configuration for this upgrade, then update the script to match, changing the parameters according to the details given below:

```powershell
.\Cortex.Install.Gateway.ps1 `
{{% alert title="Note" %}}
To check the previous configuration values open the `Cortex.Upgrade.GatewayConfig.json` file located in `%ProgramData%\Cortex\Upgrade`. If the file does not exist or any of the values should be changed then use the `Use New Configuration Values` tab removing any of the parameters that do need need to change leaving the minimum required parameters as can be seen in the `Use Previous Configuration Values` tab.
{{% /alert %}}

{{< tabpane lang="powershell" >}}
{{< tab header="Use Previous Configuration Values" >}}
.\Cortex.Install.Gateway.ps1 `
-GatewayPackagePath "C:\Install\Cortex Innovation 2024.7 - Gateway.zip" `
-ApplySecurityMeasures $true `
-AcceptEULA:$AcceptEula `
*>&1 | Tee-Object -FilePath "cortex-gateway-install-log.txt"
{{< /tab >}}
{{< tab header="Use New Configuration Values">}}
.\Cortex.Install.Gateway.ps1 `
-GatewayPackagePath "C:\Install\Cortex Innovation 2024.7 - Gateway.zip" `
-GatewayApplicationPoolUsername "Domain\Username" `
-WebRootFolder "C:\inetpub\wwwroot" `
Expand All @@ -14,7 +26,8 @@
-UsingWindowsDefender $false `
-AcceptEULA:$AcceptEula `
*>&1 | Tee-Object -FilePath "cortex-gateway-install-log.txt"
```
{{< /tab >}}
{{< /tabpane >}}

| Name | Description |
|------------------------------------------------|-------------|
Expand Down
Original file line number Diff line number Diff line change
@@ -1,7 +1,13 @@
1. Log on to one of the Application Servers.
1. Import the client certificate used for the original installation of the application. Its location is specified in the `ClientCertificatePath` parameter of the `Cortex.Innovation.Install.ps1` file of the original installation. If the .PFX file is available on the server, this can be achieved by double-clicking on the client certificate .PFX file and following the wizard.
1. Import the client certificate used for the original installation of the application. Its location is specified in the `ClientCertificatePath` parameter of the `Cortex.Innovation.Install.ps1` file of the original installation.

If the .PFX file is not available, the certificate can be retrieved by using the `Manage Computer Certificates` tool in Windows to export the certificate that is used from the `Personal` store as a pfx file and then importing it to the `Current User` store by double-clicking on it and following the wizard.
If the .PFX file is available on the server:
* Double-click on the client certificate .PFX file and follow the wizard.

If the .PFX file is not available:
* Identify the certificate to export by opening the `Cortex.Upgrade.ApplicationConfig.json` configuration file located in `C:\ProgramData\Cortex\Upgrade` and locate the value of the `applicationServerCertificateSubject` and `applicationServerCertificateThumbprint`.
* Find the certificate by using the `Manage Computer Certificates` tool in Windows. In the `Personal` store, the certificate will have an `Issued To` similar to `applicationServerCertificateSubject` and to confirm it is the right certificate double-click the certificate, select the `Details` tab and locate the `Thumbprint` property to compare the value to that in `applicationServerCertificateThumbprint`.
* Export the certificate as a pfx file and then import it to the `Current User` store by double-clicking on it and following the wizard.
1. Open a web browser.
1. Navigate to `https://app-server.domain.com:9080/Explorer`, where `app-server.domain.com` is the fully qualified domain name of any Application Server. Replace `9080` with new `httpGatewayEndpointPort` value if it was changed during configuration of the original installation.

Expand Down
Original file line number Diff line number Diff line change
@@ -1,7 +1,13 @@
1. Log on to the server.
1. Import the client certificate used for the original installation of the application. Its location is specified in the `ClientCertificatePath` parameter of the `Cortex.Innovation.Install.ps1` file of the original installation. If the .PFX file is available on the server, this can be achieved by double-clicking on the client certificate .PFX file and following the wizard.
1. Import the client certificate used for the original installation of the application. Its location is specified in the `ClientCertificatePath` parameter of the `Cortex.Innovation.Install.ps1` file of the original installation.

If the .PFX file is not available, the certificate can be retrieved by using the `Manage Computer Certificates` tool in Windows to export the certificate that is used from the `Personal` store as a pfx file and then importing it to the `Current User` store by double-clicking on it and following the wizard.
If the .PFX file is available on the server:
* Double-click on the client certificate .PFX file and follow the wizard.

If the .PFX file is not available:
* Identify the certificate to export by opening the `Cortex.Upgrade.ApplicationConfig.json` configuration file located in `C:\ProgramData\Cortex\Upgrade` and locate the value of the `applicationServerCertificateSubject` and `applicationServerCertificateThumbprint`.
* Find the certificate by using the `Manage Computer Certificates` tool in Windows. In the `Personal` store, the certificate will have an `Issued To` similar to `applicationServerCertificateSubject` and to confirm it is the right certificate double-click the certificate, select the `Details` tab and locate the `Thumbprint` property to compare the value to that in `applicationServerCertificateThumbprint`.
* Export the certificate as a pfx file and then import it to the `Current User` store by double-clicking on it and following the wizard.
1. Open a web browser.
1. Navigate to `https://server.domain.com:9080/Explorer`, where `server.domain.com` is the fully qualified domain name of the server. Replace `9080` with new `httpGatewayEndpointPort` value if it was changed during configuration of the original installation.

Expand Down
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