If your server farm is set up with Presentation Server 3.0 or 4.0 on the Windows Server 2003 platform, you can take advantage of the automatic upgrade path to move the farm to Citrix Presentation Server 4.5 and retain the server drive mappings in place from the previous configuration.
When you run Presentation Server Setup to upgrade your farm, you see many of the same options as you see in a new installation. On the initial Autorun screen, select Install Citrix Presentation Server 4.5 and its components to run Setup in upgrade mode. Setup detects the existing Presentation Server installation and automatically displays the appropriate options for upgrading your farm.
This is a high-level summary of the tasks required to upgrade a server farm:
1. Upgrade the Citrix License Server.
Before you upgrade the first server in a farm, upgrade the license server and ensure that you download current licenses.
For information about upgrading the license server, see the Licensing:
Upgrading, Migrating, and Renaming whitepaper in the Citrix Knowledge Center.
2. If you need to migrate your data store, do so before you run Presentation Server Setup.
You must migrate your data store if it is on an MSDE database. Citrix provides utilities for migrating the data store from MSDE and Microsoft Access to SQL Server 2005 Express Edition. For more information, see page 401.
3. If you have configured Resource Manager, upgrade the primary and backup farm metric servers before you upgrade other servers in the farm.
Resource Manager uses the farm metric servers to interpret information collected from other servers. Farm metric servers running earlier versions of Resource Manager than other servers in the farm may cause
inconsistencies.
Important Some installation prerequisites have changed since Presentation Server 4.0; verify the installation prerequisites by reviewing the Installation Checklist. To access the Installation Checklist, select View installation checklist from the initial autorun screen.
4. Upgrade the Presentation Server Console, Access Management Console, and Web Interface.
To automatically upgrade the consoles and the Web Interface and preserve custom configuration settings, accept the default settings in Setup.
Accepting the default settings automatically upgrades the consoles and the Web Interface before upgrading the server and preserves custom
configuration settings.
5. Upgrade zone data collectors.
6. Upgrade the remaining servers in the farm.
The following procedure provides specific information about options you encounter when you run Setup in upgrade mode. This procedure assume a UI-based installation for illustration purposes.
Before you run Setup, make sure that you have fulfilled all of the installation pre-requisites, including migrating the data store from MSDE, if necessary. See
“Migrating to SQL Server 2005 Express” on page 401.
To upgrade a server using Setup
1. Start the Autorun.exe and select Product installations and updates.
2. Select Install Citrix Presentation Server 4.5 and its components.
3. Accept the License Agreement and the Prerequisites Installation.
4. From the Component Selection page, select the components you want to upgrade and/or install on this server. The components listed include Citrix Licensing, the Access Management Console, the Web Interface, Citrix Presentation Server, the Presentation Server Console, and the Document Center.
You may need to deselect components that are not installed on the server you are upgrading. Upgrade the components in the order specified on page 82, step 4.
For more information, see “Stage 3: Component Selection” on page 55 and note the following:
• If you do not select the Citrix Licensing component, after you click Accept, Setup prompts you to install a license server. See “Stage 3:
Component Selection” on page 55 more information.
• After you select an option on the licensing screen, component installation and upgrade begins.
5. In the Access Management Console Component Selection page, select the components that you want to install or upgrade. For more information about Access Management Console component installation, see “Stage 4:
Installing the Access Management Console” on page 58.
Depending on the components you chose to install, the Web Interface Setup begins.
6. Perform the following steps to install the Web Interface component:
A. If Setup prompts you to enable ASP.NET 2.0 in Internet Information Services (IIS), click OK. The Web Interface Setup requires that ASP.NET 2.0 is enabled in IIS. If you are using the Setup wizard, Setup automatically prompts you to allow it to make this change.
B. Select a location for Common Components.
C. Specify the location of the clients.
For more information about the Web Interface component
installation, see “Stage 5: Installing the Web Interface” on page 58 and the Citrix Web Interface Administrator’s Guide.
D. After you click Finish, the Presentation Server Components Setup begins and Presentation Server Setup begins migrating your existing farm settings.
7. When Presentation Server Setup prompts you to upgrade the server, click Yes.
A. Presentation Server Setup prompts you to migrate your data store from MSDE to a supported database. If you do not have an MSDE data store or you have already migrated your data store, click Yes. If you do not migrate your MSDE data store, you receive an IMA Service error when you start Presentation Server and the data store eventually stops working. Not upgrading is not supported. For more information on performing the migration, see “Migrating to SQL Server 2005 Express” on page 401.
B. Click Close when you are finished installing Presentation Server.
8. When the Management Console for Citrix Presentation Server 4.5
Installation Wizard prompts you to install the Presentation Server Console, click Next.
A. See “Stage 2: Starting Product Installation” on page 54 for information about the Presentation Server Console installation options.
B. Click Finish.
9. Install the Citrix Presentation Server Document Center.
10. Restart the computer on which you just installed Presentation Server.
Restarting the server is a critical part of the Presentation Server installation process.