Upgrade

Use this checklist to plan the upgrade of your products to the latest release.

This section describes how to upgrade DC RUM deployment. It does not include information on backing up and restoring your configurations and data; troubleshooting information; or less-common procedures such as how to upgrade from a 32-bit system to a 64-bit system. For such details, please refer to the linked resources.

Use this checklist to organize your upgrade or migration to the latest release. This checklist is designed for customers who have their Dynatrace products at releases that support a direct upgrade to current release. See DC RUM backwards compatibility to confirm you can upgrade your current installation directly or determine the upgrade path.

Order is important

Complete all the tasks in the prescribed sequence to perform a successful DC RUM upgrade.

1. Learn from others

See Migrations Good To Know to review lessons learned from migrations conducted by other users so far.

  • What to watch for
  • What to avoid

2. Create inventory

Note your current versions, components, databases, agent and product integrations.

A list of DC RUM entities applicable for DC RUM upgrade includes:

DC RUM components

  • CAS and ADS servers with their MS SQL databases and Windows operating systems. Pay attention if your report servers operate in a farm.
  • RUM Console Server with its MS SQL database and Windows operating system.
    Starting with release 2017, the RUM Console takes on all DC RUM user access and security management duties, replacing the CSS. During the upgrade, the RUM Console installer will need access to your 12.4 CSS, so that it can import users and settings to the RUM Console database.
  • AMDs with their Red Hat Enterprise Linux operating system.
  • TCAM agent installed on Citrix XenApp server.

DC RUM integrations

  • Enterprise Synthetic
  • Dynatrace Network Analyzer
  • Dynatrace AppMon (DATM and UEM)

3. Choose your path

See upgrade paths, compare it against your inventory, and download all required installation packages at their latest Service Pack release.

4. Get license

You may be required to match the license versions to the upgrade version. Get the DC RUM license by filling out the licensing form.

5. Review your system

Compare your inventory against official recommendations. Depending on the result, prepare to obtain required operating system installation media and licenses, as well as prepare to upgrade your hardware if necessary.
Check the requirements and recommendations before proceeding.

6. Apply service packs

Apply any released service packs and updates to your current DC RUM environment. Go to the downloads page for your product to see whether service packs are available.

7. Back up your setup

Back up your current DC RUM environment, including databases.

8. Upgrade the RUM Console

Upgrade the RUM Console from a previous version by installing the latest version of the RUM Console over the existing installation.

What you need:

  • Installation package.
  • (Optional) CSS connection details if the installer is not able to detect CSS automatically.
  • (Optional) Credentials to access the MS SQL Server instance and CSS database.
CSS

Starting with release 2017, the RUM Console takes on all DC RUM user access and security management duties, replacing the CSS. During the upgrade, the RUM Console installer will need access to your 12.4 CSS, so that it can import users and settings to the RUM Console database.

For more information, see:

9. Verify RUM Console upgrade

Log in directly to the RUM Console and from the user menu click Product informationAbout. Confirm that the component release is the desired version.

10. Upgrade the database

If you are running MS SQL Server 2005, you need to migrate to a supported release.

What you need:

  • MS SQL Server installation media and license key.
  • Credentials to access the MS SQL Server instance and CAS and ADS databases.

For more information, see:

11. Upgrade CAS or ADS

Upgrade the CAS or ADS report server from a previous version by installing the latest version of CAS or ADS over the existing installation.

What you need:

  • Installation packages
  • (Optional) Farm inventory if used
Farm upgrade

Farm deployments are particularly sensitive to component upgrade order. See Upgrading Farm Deployments for more.

12. Verify CAS or ADS upgrade

Verify that the CAS and ADS upgraded successfully.

For more information, see:

13. Upgrade Linux

Make sure your AMD is running Red Hat Enterprise Linux 7.3 (64-bit).

What you will need:

  • Red Hat Enterprise Linux installation media and license.
  • Access to additional packets required by AMD.

For more information, see:

14. Upgrade the AMD

In the DC RUM 2017 release we discontinued the Classic AMD architecture.

If your DC RUM 12.4 is based on the Classic AMD, you need to back up your configuration, install the 2017 AMD from scratch, and migrate the configuration. See Migrating to High Speed AMD.

If your DC RUM 12.4 is based on High Speed AMD, you can continue with the upgrade.

Upgrade the AMD from a previous version by installing the latest version of the AMD software over the existing installation.

What you need:

For more information, see:

15. Verify AMD upgrade

After upgrading the AMD to the latest release, validate it.
For more information, see:

16. Upgrade TCAM

Upgrade the TCAM agent if you use it to instrument Citrix XenApp or XenDesktop server.

What you need:

  • TCAM installer.

For more information, see:

17. Upgrade Enterprise Synthetic

The latest Enterprise Synthetic release is 12.5 and it requires RUM Console and CAS of the 2017 release. Upgrade your Enterprise Synthetic installation to the 12.5 release after your DC RUM 2017 is up and running. See Enterprise Synthetic 12.5 Upgrade Checklist.