Two node upgrade process

If you are upgrading from a version lower than Ubisecure CustomerID 6.0, then please first upgrade the Two Node version from 5.x.x to at least Ubisecure CustomerID 6.0.

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:

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

Perform on each Ubisecure CustomerID node:

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

Perform once on CustomerID Master Node:

Extract the deployment template. See instructions from Deployment template extraction on Windows - CustomerID
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
Prepare WildFly for domain configuration. See instructions from Two node WildFly preparation on Windows - CustomerID

Perform on CustomerID Slave Node:

Transfer the installation folder from master node. See instructions from Two node installation folder transfer on Windows - CustomerID

Perform once for the whole Ubisecure CustomerID cluster:

Create keystore(s) for server certificates or copy the from the old installation. See Two node SSL configuration on Windows - CustomerID

Perform once on CustomerID Master Node:

Configure WildFly on CustomerID Master Node. See instructions from Two node master WildFly configuration on Windows - CustomerID
Configure the singleton subsystem. See instuctions from Two node singleton subsystem configuration on Windows - CustomerID

Perform on CustomerID Slave Node:

Configure WildFly on CustomerID Slave Node. See instructions from Two node slave WildFly configuration on Windows - CustomerID

Perform on PostgreSQL:

Perform database schema update depending on versions.
- See Database Changes.

Perform once on CustomerID Master Node:

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

Perform on each Ubisecure SSO node:

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

Perform on the CustomerID Master Node:

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

Perform on each Ubisecure CustomerID node:

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

Perform on each Ubisecure SSO node:

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

Finalize:

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

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