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Upgrade process

KX Platform upgrades come in the form of patch bundles (Px) which can be patched on top of an existing install, or installed along side a base GA bundle.

GA

GA Bundles contain a full refresh of the KX Platform packages. When a new version is made available the GA bundle is released and subsequent patch bundles will follow (see below)

If you are upgrading from 4.3.0 -> 4.4.0 you will need to take the 4.4.0 GA package along with the latest 4.4.0 Patch package (e.g. 4.4.0P8).

Patches

Patch bundles are available for Linux and Windows and contain patches for individual Platform components targeted for a particular GA version e.g. 4.4.0P1, 4.3.0P4.

If you are running KX Platform 4.4.0 you should take each patch release when they come out, if you miss a patch you need only take the latest as each patch bundle contains all previous patches.

Linux bundle upgrade

The process to upgrade the KX Platform is similar to that of a clean deployment, for a basic Platform deployment the following steps will be executed:

  • Stop existing deployment
  • Download and Unpack the Patch bundle on the server which will be upgraded.
  • Execute the install.sh script, pointing to the existing installation when prompt for an Install directory
  • Start-up the upgraded deployment

As the patch bundles are cumulative, the latest patch should be taken. e.g. Installing 4.4.0P6 will include patch releases P1, P2, P3 etc.

Note for special upgrade considerations, checkout the KX Platform Release Notes.

In order to upgrade a KX Platform deploy you must first copy the release packages to each host and unpack. This process is described here.

Once the package have been copied to the deploy host you will need to shutdown you environment, the steps to do this are given here.

Now you can run the install.sh script, where you will be prompt to enter the location of your existing installation. The installer will recognize that this is an existing install and perform an upgrade of the patched packages.

$ ./install.sh
=============================================================
==                  install.sh [2.1.6]                     ==
=============================================================
 Platform install directory [/home/kxplatform/kxinstall]:
+-----------------------------------------------------------+
 Warn: Detected KX installation in [/home/kxplatform/kxinstall]
 Continue with upgrade: [yes]: yes

Note: if you are using a non standard deploy directory you should enter it above. The installer will recognize that the directory contains a deploy and prompt you to proceed with the upgrade. Hit enter or type yes and hit enter.

Post upgrade

Once the upgrade has been performed on all nodes of the deploy the system can be brought up again. The steps to do this are covered in the Linux Administration section of this guide.

Windows bundle upgrade

In order to upgrade a KX Platform deploy you must first copy the release packages to each host and unpack. This process is described here.

Once the package have been copied to the deploy host you will need to shutdown you environment, the steps to do this are given here.

Once the bundles have been copied and untarred you can proceed with the upgrade by running the install.bat inside the bundle directory:

> install.bat

The script will prompt you for the location of your deployment enter the path to the base dir which contains delta-bin and delta-data etc.

C:\kxinstall\upgrade\EvalKx-4.3.0-Win>install.bat
=========================================================
                 KX WINDOWS INSTALLER
=========================================================
Enter Path to Install dir : C:\kxinstall\KxPlatformWinDeploy_4_4_1_1910111311
Installing [AnalystUI_4_5_0]

The script will then install each package from the upgrade bundle and exits when the process is complete.

At this point the installer has copied the packages into the deploy and updated the location of each component in the delta.profile.bat, the content of these packages now need to be imported into KX Control. This is done by running the start with with the -u (upgrade) option. as follows:

> cd C:\kxinstall\KxPlatformWinDeploy_4_4_1_1910111311\delta-bin\bin
> startDeltaControl.bat -u

The DeltaControl.log found in the delta-data/DeltaControlData/logdir directory can be checked to ensure a successful import, at the bottom of the file we should see this:

### normal ### (2496): finished importing packages ###

Shut down KX Control by running the stopDeltaControl.bat command:

> cd C:\kxinstall\KxPlatformWinDeploy_4_4_1_1910111311\delta-bin\bin
> stopDeltaControl.bat

Post upgrade

Once the upgrade has been performed on all nodes of the deploy the system can be brought up again. The steps to do this are covered in the Windows Administration section of this guide.

Cluster install upgrade

The steps to upgrading a cluster are similar to a single server upgrade, however you will need to run the installation steps on each node in the Cluster.

4.6.0 upgrade process

Upgrade existing Linux deploy

The 4.6.0 KX Platform release includes changes for Inclusive Terminology. In order to upgrade an existing deploy you must first upgrade the terminology in that deploy. This is done by running the updateDeployTerminology.sh script which you can find in the scripts directory inside the 4.6.0 GA bundle.

The script should be run against your existing deploy as follows:

$ ./updateDeployTerminology.sh -d /path/to/deploy/home/

Once complete you can now proceed to upgrade your deploy to 4.6.0 GA.

Upgrade install configuration files

Any custom install configuration files must also be updated for changes for Inclusive Terminology. This is done by running the updateInstallConfigTerminology.sh script which you can find in the scripts directory inside the 4.6.0 GA bundle.

The script should be run against your install config as follows:

$ updateInstallConfigTerminology.sh -f /path/to/install/config

Once completed you can now use your install config with the new installKxPlatform.sh install script.