Before you upgrade your PlateSpin Forge software from version 11.0 to version 11.1.
Download and copy the PlateSpin.ForgeSetup-11.1.0.xxxx.exe file to the Forge VM. See Section 1.1.1, Downloading the Setup Utility.
Make a record of any customized .config parameters that control the server’s default behavior. You will need to restore these settings after the upgrade.
Pause the replication schedules for all protected workloads, and ensure that no replications are running. See Section 1.1.2, Pausing the Replication Schedule.
Back up the Forge Management VM by taking a virtual machine snapshot as a restore point. See Section 1.1.3, Backing Up the Forge Management VM.
To perform the upgrade, you must use the PlateSpin Forge Setup utility (PlateSpin.ForgeSetup-11.1.0.xxxx.exe) for installation and upgrades to export and import data from your previous installation. This utility is available in the PlateSpin Forge 11.1 Appliance Upgrade/Rebuild Kit found on the NetIQ Patch Finder website website.
In a web browser, go to the NetIQ Patch Finder website website.
Log in with your NetIQ user credentials.
Select the PlateSpin Forge product, then click Search.
In the search results, locate and expand PlateSpin Forge 11.1, then click PlateSpin Forge 11.1 Appliance Upgrade/Rebuild Kit.
Click Proceed to Download.
In the component list, find the PlateSpin.ForgeSetup-11.1.0.xxxx.exe utility, then click Download next to the file name.
Save the file to your computer.
Copy this file to the Forge VM when you are ready to begin the upgrade.
Before you create a snapshot or start the PlateSpin Forge upgrade software, pause your replication schedules and ensure that there are no running replications. You can wait for the in-progress replications to complete gracefully, or abort them.
From the PlateSpin Forge Web Interface, click Workloads.
On the Workloads page, click Select All, click Pause Schedule to initiate a pause for all scheduled replications, and then click Execute.
On the Workloads page, ensure that the Schedule state of protected workloads is Paused.
On the Workloads page, check the Replication Status of the protected workloads. Wait for any replications that are underway to complete, or abort the running operations.
You can proceed when the Schedule state of protected workloads is Paused, and their Replication Status is Idle.
If you do not perform this task, the upgrade utility will automatically attempt to pause any running replications before it executes the software upgrade.
We recommend that you take a virtual machine snapshot of your Forge Management VM prior the upgrade in order to preserve its data in the event of a power failure or other problems. Use the VMware client to take the snapshot. See Managing Snapshots of the Forge VM on the Appliance Host
in the PlateSpin Forge User Guide.
From the Workloads page of PlateSpin Forge Web Interface, pause your replication schedules and ensure that there are no running replications. See Section 1.1.2, Pausing the Replication Schedule.
This ensures there are no incomplete replications saved with the snapshot.
Use the vSphere Client to access the appliance host.
Use the standard Windows procedure to shut down the VM (Start > Shut Down).
Allow the server to shut down gracefully.
In the inventory panel at the left, right-click the PlateSpin Forge Management VM item and select Snapshot > Take Snapshot.
Type a name and a description for the snapshot, then click OK.
After the snapshot is complete, power on the Forge Management VM.
The snapshot of the Forge Management VM preserves your Forge management data as well as the Microsoft SQL Server database file that resides on the PlateSpin Forge Server. You can use the snapshot if you need to roll back.