Managing DS-Client upgrades
To perform an automatic upgrade of a DS-Client, you must approve and configure the DS-Client upgrade in the DS-Operator.
IMPORTANT: Without approval, the DS-System will not send the auto-upgrade package to the DS-Client.
Each DS-Client sends information to the DS-System every 24 hours indicating its status. This information includes the DS-Client version, type, platform, database, database location, and available database space. You can use this information to manage the upgrade process for all the DS-Clients in your environment by specifying whether you want to perform the upgrade the next time the DS-Client connects to the DS-System or schedule the upgrade for a specific date.
NOTE: To globally disable automatic upgrades, set the value of the AutoUpgrade advanced configuration parameter to 0 in the advanced configuration. For more information, see
“Configuring the advanced settings”.
The DS-User, DS-MLR, and DS-Recovery Tools installations download their automatic upgrade packages from the DS-Client, which retrieves the packages from the DS-System. The default folder location depends on the type of automatic upgrade package:
• DS-Client full release: <Backup_Root>\Upgrade\Default\
• DS-Client service pack or hotfix: <Backup_Root>\Upgrade\
• DS-User, DS-MLR, or DS-Recovery Tools: <Backup_Root>\Upgrade\
It is recommended to retain the default folder locations. However, you can select any location visible to the DS-System, provided the path is a valid physical drive or UNC path the DS-System can access without requiring a user name and password. You cannot use a mapped drive. If you change the default folder locations, you must manually copy any new upgrade files to the new folders.
NOTE: To configure the DS-Clients of a specific sales group with upgrade packages that have different software branding, you must use the DS-Billing application. For more information, see the DS-Billing User Guide.
To manage DS-Client upgrades:
1. On the Setup menu, click DS-Client Upgrade Configuration. The following information is displayed:
Table 2 DS-Client Upgrade Configuration
Column | Description |
|---|
Customer Account | Name of the customer account. |
DS-Client Number | Number of the DS-Client. |
Version | Version of the DS-Client software. |
Description | Description of the DS-Client. |
Type | Type of installation. |
Platform | Operating system on which the DS-Client is installed. |
Database | Type of database installed on the DS-Client. |
Available Locations | Selected location for the DS-Client database. |
Received Time | Time when DS-Client information was received. |
Action | Method to be used to perform upgrade. |
Status | Status of the upgrade. |
Approval Time | When the upgrade was approved. |
NOTE: The space required for the DS-Client database is calculated as follows: : : 5 GB + 2.5 x the database size. An additional 2 GB of disk space is required to download the DS-Client upgrade package and extract its content to a temporary location. If the original DS-Client database is embedded PostgreSQL, the DS-Client will retain a copy of the database for 2 weeks after the upgrade, after which it will automatically remove it.
2. In the Customer Account box, select the customer account for which you want to upgrade the DS-Clients.
3. In the Version box, select the version of the DS-Client you want to upgrade.
4. In the Status box, select the status of the DS-Client upgrade.
NOTE: If the current location does not have enough space for the DS-Client database, it will be displayed in red. To change the location of the DS-Client database, click […].
5. Under Multiple Items selection, do one of the following:
a) To select all DS-Clients, click Select All.
b) To clear all DS-Clients, click Deselect All.
6. Under Perform Upgrade, do one of the following:
a) To perform the upgrade the next time the selected DS-Clients connect to the DS-System, click On Connection.
b) To perform the upgrade of the selected DS-Clients during a specific time period, click On Schedule, and then select the time period in the From and To boxes.
7. To approve the upgrade for DS-Clients in Pending status, select the DS-Client, and then click Approve.
8. To cancel the upgrade for DS-Clients in Approved status, select the DS-Client, and then click Decline. The DS-Client status changes back to Pending.
9. Click Save.
NOTE: If an approved upgrade fails for any reason, the DS-Client automatically rolls back to the previous version and the status changes to Failed. You can click the status message for more information. The DS-Client continues to function while you resolve the upgrade failure.