Pre-Upgrade Steps

The DcsAdmin account and password must be known before proceeding.

  1. Refer to DataCore FAQ 1277 (Known Issues: Third Party Hardware and Software) before upgrading.
  2. Read and understand the Upgrade Notes and the Installation and Upgrading from Previous DataCore SANsymphony Versions sections (see Known Issues).
  3. Ensure that all hardware and software requirements are met before installing or upgrading DataCore SANsymphony. See Software-defined Storage Prerequisites for detailed information.
  4. Ensure all mirrored virtual disks (vDisks) are healthy and all replication streams are fully initialized before performing the upgrade.
  5. Ensure that the "Windows Modules Installer" service is not disabled. By default, this service should be set to "Manual", and will be automatically started and stopped as required.
  6. Back up the configuration. Refer to Backing Up and Restoring Configuration Files in the DataCore SANsymphony Help for directions that includes stopping the DataCore Server before doing the backup. A backup folder will be created automatically if the location has not been previously set in the DataCore Server Details>Settings Tab.
  7. If DataCore Technical Support has previously requested that the DataCore.Executive.CorePMFdll.config file be customized because of a specific hardware configuration, copy this file to a safe location, as it must be restored after the upgrade, replacing the newly installed file.
  8. Close all DataCore windows on all DataCore Servers being upgraded before proceeding with the upgrade instructions below.
  9. Enable firewall rules on all servers. In Server Manager->Configuration->Windows Firewall with Advanced Security, select Inbound Rules, and enable the following:
    • Windows Management Instrumentation (WMI-In)
    • Windows Management Instrumentation (ASync-In)
    • Windows Management Instrumentation (DCOM-In)
    • Remote Volume Management (RPC-EPMAP)
    • Remote Volume Management - Virtual Disk Service (RPC)
    • Remote Volume Management - Virtual Disk Service Loader (RPC)
    • File and Printer Sharing (Echo Request - ICMPv4-In)
  10. Next, select Outbound Rules and enable the following: Windows Management Instrumentation (WMI Out).
  11. Open local TCP port 445 (File Sharing/RPC) for incoming connections from remote hosts.