Two node upgrade process

The idea is to set up a new two node system and to keep the current two node system as a backup.

Follow the steps in order. Issue all commands in Windows command prompt using the Administrator user account.

Perform once for the whole Ubisecure CustomerID cluster:

1. Back up Ubisecure Directory. See instructions from Backup and restore Ubisecure Directory - SSO.

Perform on each Ubisecure CustomerID node:

1. Unpack the distribution package. See instructions from Distribution package unpacking on Windows - CustomerID.
2. Check Java. See instructions from Java check on Windows - CustomerID.
3. Install WildFly. See instructions from Two node WildFly installation on Windows - CustomerID.

Perform once on CustomerID Master Node

1. Extract the deployment template. See instructions from Deployment template extraction on Windows - CustomerID.
2. Copy configuration files from old master to new, and setup.
   1. Transfer the following folder from the old master C:\Program Files\Ubisecure\customerid\application\custom to the new one under: C:\Program Files\Ubisecure\customerid\application
   2. Transfer the following file from the old master C:\Program Files\Ubisecure\customerid\application\win32.config to the new one in the same location
   3. On the new master, go through each setting in C:\Program Files\Ubisecure\customerid\application\win32.config and compare to the configuration template for the new version in C:\Program Files\Ubisecure\customerid\application\config\win32.config
      1. Add settings missing from the previous version, refer to Setup template on Windows - CustomerID for existing options
      2. Check settings related to the versions of 3rd party software: wildfly.home, database.driver.file
      3. Check and fix settings related to your environment where the new servers are going to replace the old ones, all the URLs, host names and IP addresses, especially: proxy.local.url, wildfly.ip_addr.master, and wildfly.ip_addr.slave

      4. Run setup script

         cd /D "%PROGRAMFILES%\Ubisecure\customerid\application\"
         setup.cmd

3. Prepare WildFly for domain configuration. See instructions from Two node WildFly preparation on Windows - CustomerID.
4. Configure WildFly on CustomerID Master Node. See instructions from Two node master WildFly configuration on Windows - CustomerID
5. Configure the singleton subsystem. See instuctions from Two node singleton subsystem configuration on Windows - CustomerID

Perform on CustomerID Slave Node:

1. Transfer the installation folder from master node. See instructions from Two node installation folder transfer on Windows - CustomerID.
2. Prepare WildFly for domain configuration. See instructions from Two node WildFly preparation on Windows - CustomerID.
   
3. Configure WildFly on CustomerID Slave Node. See instructions from Two node slave WildFly configuration on Windows - CustomerID

Perform on PostgreSQL

1. Perform database schema update depending on versions.

   • See Database Changes.

Perform once on CustomerID Master Node

1. Create JDBC data source to WildFly. See instructions from Two node JDBC data source creation on Windows - CustomerID
2. Create a Mail Session configuration for WildFly. See instructions from Two node mail session creation on Windows - CustomerID
3. Configure logging for CustomerID. See instructions from Two node logging configuration on Windows - CustomerID
4. Register "customerid.home" system property to WildFly. See instructions from WildFly system property registration on Windows - CustomerID

Perform on each Ubisecure SSO node:

1. Upgrade PostgreSQL JDBC driver to SSO node(s). See instructions from PostgreSQL JDBC driver installation to SSO on Windows - CustomerID.
2. Upgrade Ubisecure CustomerID SSO Adapter to SSO node(s). See instructions from SSO Adapter installation on Windows - CustomerID. 

Perform on the CustomerID Master Node

1. Deploy the Ubisecure CustomerID applications. See instructions from Two node deployment to WildFly on Windows - CustomerID.
2. Configure HTTPS, See Two node SSL configuration on Windows - CustomerID

Perform on each Ubisecure CustomerID node:

1. Restart Ubisecure CustomerID on Master node first, then slave node. See instructions from Restart on Windows - CustomerID.

Perform on each Ubisecure SSO node:

1. Restart Ubisecure SSO. See instructions from Installation related SSO restart on Windows - CustomerID.

Finalize:

1. Move traffic to the new two node installation.
2. Shutdown old two node system.
3. Backup and remove old two node system.