Upgrading CloudPortal Services Manager 11.0 to Version

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Services Manager 11.0 to

Version 11.0.1

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Recommended upgrade process... 4

Prerequisites ... 4

Upgrade the database ... 5

Upgrade the platform components ... 5

Configuration Tool ... 5

Directory Web Service ... 6

Provisioning Engine... 6

Web ... 6

Data Warehouse ... 7

Report Mailer ... 8

eCommerce SDK ... 8

Upgrade the services ... 9

ADFS ... 9

Blackberry 5 ... 9

Citrix ... 10

CRM 2011 ... 11

File Sharing ... 11

Hosted App and Desktops ... 12

Hosted Exchange ... 13

Lync Enterprise ... 14

Lync 2010 for Hosting ... 15

Mail Archiving ... 16

MySQL ... 17

OCS 2007 ... 18

SharePoint 2010 ... 18

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Virtual Machine ... 20 Windows Web Hosting ... 21

Complete the Upgrade ... 22

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Recommended upgrade process

To upgrade CloudPortal Services Manager 11.0 to Version 11.0.1, you perform the following tasks:

1. Complete the prerequisites 2. Upgrade the database

3. Upgrade the platform components 4. Upgrade web services

5. Complete the upgrade

Prerequisites

1. On the server hosting the Services Manager Web server role, shut down the Services Manager web console. To do this, open IIS Manager and stop the Cortex Management site.

2. On the server hosting the Provisioning server role, perform the following actions: a. Stop the CortexQueueMonitor service.

b. Close any opened instance of the Provisioning Manager.

Important: Make a full backup of the OLM and OLMReporting

databases.

3. Launch a web browser and navigate to the CloudPortal Services Manager 11 download page on the Citrix web site

(https://www.citrix.com/downloads/cloudportal/product-software/cloudportal-services-manager-11.html).

4. Locate the item CloudPortal Services Manager 11.0 to 11.0.1 Upgrade and click Download.

5. Right-click the file and select Properties to check whether or not the file is blocked. If so, click Unblock.

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6. Double-click the file and extract the contents to C:\CPSMv11.0.1. 7. Copy the CPSMv11.0.1 folder to all servers.

Upgrade the database

Important: Before upgrading the database, back up the OLM and

OLMReports databases. The upgrade process makes irreversible changes to these databases.

From a PowerShell command prompt, run C:\CPSMv11.0.1\deployscripts.ps1 as a user with sysadmin permissions on the database. This script runs the SQL upgrade files.

To see additional information on the script, run help .\deployscripts –Full.

Upgrade the platform components

Configuration Tool

Complete these steps on every server that has a platform component installed. 1. Make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Configuration  C:\Program Files (x86)\Citrix\Cortex\CortexProperties 2. Delete the original folders.

3. Copy the C:\CPSMv11.0.1\CortexConfig\Configuration folder to C:\Program Files (x86)\Citrix\Cortex.

4. Copy the C:\CPSMv11.0.1\CortexConfig\CortexProperties folder to C:\Program Files (x86)\Citrix\Cortex.

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Directory Web Service

1. On the server hosting the Directory Web Service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\Directory  C:\inetpub\CortexServices\Directory

2. Delete the items in each of these folders, except:

 C:\Program Files (x86)\Citrix\Cortex\Services\Directory\web.config  C:\inetpub\CortexServices\Directory\web.config

3. Copy the contents of the C:\CPSMv11.0.1\CortexDirectoryWS\Program Files (x86)\Directory folder to C:\Program Files (x86)\Citrix\Cortex\Services\Directory. 4. Copy the contents of the C:\CPSMv11.0.1\CortexDirectoryWS\inetpub\Directory

folder to C:\inetpub\CortexServices\Directory.

5. In the folder backups from Step 1, check the \Directory\Scripts\Custom folder for any custom scripts. Copy these custom scripts from the backup location to their original folder locations.

Provisioning Engine

1. On the server hosting the Provisioning Engine, make a backup of the C:\Program Files (x86)\Citrix\Cortex\Provisioning Engine folder.

2. Delete the items in this folder, except:

 C:\Program Files (x86)\Citrix\Cortex\Provisioning Engine\appSettings.config  C:\Program Files (x86)\Citrix\Cortex\Provisioning

Engine\CortexQueueMonitor.exe.config

3. Copy the contents of the C:\CPSMv11.0.1\CortexProvisioning\Provisioning Engine folder to C:\Program Files (x86)\Citrix\Cortex\Provisioning Engine.

Web

1. On the server hosting the Web server role, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\CortexWeb\CortexAPI  C:\Program Files (x86)\Citrix\Cortex\CortexWeb\CortexDotNet  C:\inetpub\Cortex Management\CortexAPI

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 C:\inetpub\Cortex Management\CortexDotNet 2. Delete the items in each of these folders, except:

 C:\Program Files (x86)\Citrix\Cortex\CortexWeb\CortexAPI\web.config  C:\Program Files (x86)\Citrix\Cortex\CortexWeb\CortexDotNet\web.config  C:\inetpub\Cortex Management\CortexAPI\web.config

 C:\inetpub\Cortex Management\CortexDotNet\web.config

3. Copy the contents of the C:\CPSMv11.0.1\CortexWeb\Program Files (x86)\CortexAPI folder to C:\Program Files

(x86)\Citrix\Cortex\CortexWeb\CortexAPI.

4. Copy the contents of the C:\CPSMv11.0.1\CortexWeb\Program Files (x86)\CortexDotNet folder to C:\Program Files

(x86)\Citrix\Cortex\CortexWeb\CortexDotNet.

5. Copy the content of the C:\CPSMv11.0.1\CortexWeb\inetpub\CortexAPI folder to C:\inetpub\Cortex Management\CortexAPI.

6. Copy the content of the C:\CPSMv11.0.1\CortexWeb\inetpub\CortexDotNet folder to C:\inetpub\Cortex Management\CortexDotNet.

7. In the following folder backups, check for any custom images, stylesheets, or downloads and copy them to their original folder locations:

 %Backup Location%\CortexWeb\CortexDotNet\pics

 %Backup Location%\Cortex Management\CortexDotNet\pics  %Backup Location%\CortexWeb\CortexDotNet\StyleSheets

 %Backup Location%\Cortex Management\CortexDotNet\StyleSheets  %Backup Location%\CortexWeb\CortexDotNet\Downloads

 %Backup Location%\Cortex Management\CortexDotNet\Downloads

8. Start the Service Manager web console. To do this, open IIS Manager and start the Cortex Management site.

Data Warehouse

1. On the server hosting the data warehouse, make a backup of the C:\Program Files (x86)\Citrix\Cortex\Data Warehouse folder.

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2. Delete the items in this folder, except:

 C:\Program Files (x86)\Citrix\Cortex\Data Warehouse\Data Transfer\ DataTransfer.exe.config

 C:\Program Files (x86)\Citrix\Cortex\Data Warehouse\Data Warehouse Service\web.config

 C:\Program Files (x86)\Citrix\Cortex\Data Warehouse\Data Warehouse Service\log folder

 C:\Program Files (x86)\Citrix\Cortex\Data Warehouse\Data Warehouse Service\Config folder

3. Copy the contents of the C:\CPSMv11.0.1\CortexDataWarehouse folder to C:\Program Files (x86)\Citrix\Cortex\Data Warehouse

4. At a PowerShell command prompt, run C:\CPSMv11.0.1\DistributorReportFix.ps1.

Report Mailer

Perform these steps if the Report Mailer is included in your Services Manager deployment.

1. Make a backup of the C:\Program Files (x86)\Citrix\Cortex\ReportMailer folder. 2. Delete the items in this folder, except:

 C:\Program Files (x86)\Citrix\Cortex\ReportMailer\ReportMailer.exe.config  C:\Program Files (x86)\Citrix\Cortex\ReportMailer\config\licensereporter.xml 3. Copy the contents of the C:\CPSMv11.0.1\CortexReportMailer\ReportMailer

folder to C:\Program Files (x86)\Citrix\Cortex\ReportMailer.

eCommerce SDK

Perform these steps if the eCommerce SDK is included in your Services Manager deployment.

1. Make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\eCommerceSDK  C:\inetpub\Cortex Management\eCommerce\v1

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2. Delete the items in these folders, except:

 C:\Program Files (x86)\Citrix\Cortex\eCommerceSDK\Usage\web.config  C:\inetpub\Cortex Management\eCommerce\v1\Usage\web.config

3. Copy the contents of the C:\CPSMv11.0.1\eCommerce\eCommerceSDK folder to C:\Program Files (x86)\Citrix\Cortex\eCommerceSDK and C:\inetpub\Cortex Management\eCommerce\v1.

Upgrade the services

ADFS

1. On the server hosting the ADFS service, make a backup of the C:\Program Files (x86)\Citrix\Cortex\Services\ADFS folder.

2. Copy C:\CPSMv11.0.1\Services\ADFS to C:\Program Files (x86)\Citrix\Cortex\Services\ADFS.

3. In the folder backup from Step 1, check for any custom scripts in the %Backup Location%\ADFS\Scripts\Custom folder and copy them to their original folder location.

Blackberry 5

Import the binaries from the BlackBerry 5 service package.

1. Log on to the Services Manager control panel as a user with the Service Schema Administrator security role.

2. From the menu bar, select Configuration > System Manager > Service Schema.

3. Click Import a Service.

4. Click Browse and select the C:\CPSMv11.0.1\Services\BlackBerry 5\ BlackBerry 5.package file.

5. Click Preview. The files to be imported are displayed for your review. 6. Select the following folders, including all items within each folder:

 Under Provisioning Engine, select Assemblies.  Under XML API, select Assemblies.

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 Under Web Server, select Assemblies and Controls. Clear the check boxes for the remaining folders.

7. Click Import.

Citrix

1. On the server hosting the Citrix service, make a backup of the following folders:  C:\Program Files (x86)\Citrix\Cortex\Services\CitrixWS

 C:\inetpub\CortexServices\CitrixWS 2. Delete the items in these folders, except:

 C:\Program Files (x86)\Citrix\Cortex\Services\CitrixWS\web.config  C:\inetpub\CortexServices\CitrixWS\web.config

3. Copy the contents of the C:\CPSMv11.0.1\Services\Citrix\Program Files

(x86)\CitrixWS folder to C:\Program Files (x86)\Citrix\Cortex\Services\CitrixWS. 4. Copy the contents of the C:\CPSMv11.0.1\Services\Citrix\inetpub\CitrixWS folder

to C:\inetpub\CortexServices\CitrixWS.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location%\CitrixWS\Scripts\Custom folder and copy them to their original folder location.

6. Import the binaries from the Citrix service package:

a. Log on to the Services Manager control panel as a user with the Service Schema Administrator security role.

b. From the menu bar, select Configuration > System Manager > Service Schema.

c. Click Import a Service. d. Click Browse and select the

C:\CPSMv11.0.1\Services\citrix\Citrix.package file.

e. Click Preview. The files to be imported are displayed for your review. f. Select the following folders, including all items within each folder:

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g. Click Import.

CRM 2011

Import the binaries from the CRM 2011 service package.

4. Click Browse and select the C:\CPSMv11.0.1\Services\CRM 2011\CRM 2011.package file.

 Under Provisioning Engine, select the following items:  Actions

 Rules  Events  Assemblies

 Under XML API, select Assemblies.

File Sharing

Import the binaries from the File Sharing service package.

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4. Click Browse and select the C:\CPSMv11.0.1\Services\File Sharing\File Sharing.package file.

Hosted App and Desktops

Import the binaries from the Hosted Apps and Desktops service package.

4. Click Browse and select the C:\CPSMv11.0.1\Services\Hosted Apps and Desktops\Hosted Apps and Desktops.package file.

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Hosted Exchange

1. On the server hosting the Hosted Exchange service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\ExchangeWS  C:\inetpub\CortexServices\ExchangeWS

2. Delete the items in these folders, except:

 C:\Program Files (x86)\Citrix\Cortex\Services\ExchangeWS\web.config  C:\inetpub\CortexServices\ExchangeWS\web.config

3. Copy the contents of the C:\CPSMv11.0.1\Services\Hosted Exchange\Program Files (x86)\ExchangeWS folder to C:\Program Files

(x86)\Citrix\Cortex\Services\ExchangeWS.

4. Copy the contents of the C:\CPSMv11.0.1\Services\Hosted Exchange\inetpub\ExchangeWS folder to

C:\inetpub\CortexServices\ExchangeWS.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location%\ExchangeWS\Scripts\Custom folder and copy them to their original folder locations.

6. Import the binaries from the Hosted Exchange service package:

c. Click Import a Service.

d. Click Browse and select the C:\CPSMv11.0.1\Services\Hosted Exchange\Hosted Exchange.package file.

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f. Select the following folders, including all items within each folder:  Under Provisioning Engine, select Assemblies.

 Under XML API, select Assemblies.

Lync Enterprise

1. On the server hosting the Lync Enterprise service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\LyncWS  C:\inetpub\CortexServices\LyncWS

2. Delete the items in each folder, except:

 C:\Program Files (x86)\Citrix\Cortex\Services\LyncWS\web.config  C:\inetpub\CortexServices\LyncWS\web.config

3. Copy the contents of the C:\CPSMv11.0.1\Services\Lync Enterprise\Program Files (x86)\LyncWS folder to C:\Program Files

(x86)\Citrix\Cortex\Services\LyncWS.

4. Copy the contents of the C:\CPSMv11.0.1\Services\Lync

Enterprise\inetpub\LyncWS folder to C:\inetpub\CortexServices\LyncWS.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location%\LyncWS\Scripts\Custom folder and copy them to their original folder locations.

6. Import the binaries from the Lync Enterprise service package:

d. Click Browse and select the C:\CPSMv11.0.1\Services\Lync Enterprise\Lync Enterprise.package file.

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Lync 2010 for Hosting

1. On the server hosting the Lync 2010 for Hosting service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\LyncHostedWS  C:\inetpub\CortexServices\LyncHostedWS

 C:\Program Files (x86)\Citrix\Cortex\Services\LyncHostedWS\web.config  C:\inetpub\CortexServices\LyncHostedWS\web.config

3. Copy the contents of the C:\CPSMv11.0.1\Services\Lync Hosted\Program Files (x86)\LyncHostedWS folder to C:\Program Files

(x86)\Citrix\Cortex\Services\LyncHostedWS.

4. Copy the contents of the C:\CPSMv11.0.1\Services\Lync Hosted\inetpub\LyncHostedWS folder to

C:\inetpub\CortexServices\LyncHostedWS.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location%\LyncHostedWS\Scripts\Custom folder and copy them to their original folder location.

6. Import the binaries from the Lync 2010 for Hosting service package:

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d. Click Browse and select the C:\CPSMv11.0.1\Services\Lync Hosted\Lync Hosted.package file.

Mail Archiving

Import the binaries from the Mail Archiving service package.

4. Click Browse and select the C:\CPSMv11.0.1\Services\Mail Archiving\Mail Archiving.package file.

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MySQL

1. On the server hosting the MySQL service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\MySQLWS  C:\inetpub\CortexServices\MySQLWS

 C:\Program Files (x86)\Citrix\Cortex\Services\MySQLWS\web.config  C:\inetpub\CortexServices\MySQLWS\web.config

3. Copy the contents of the C:\CPSMv11.0.1\Services\MySQL\Program Files (x86)\MySQLWS folder to C:\Program Files

(x86)\Citrix\Cortex\Services\MySQLWS.

4. Copy the contents of the C:\CPSMv11.0.1\Services\MySQL\inetpub\MySQLWS to folder C:\inetpub\CortexServices\MySQLWS.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location%\MySQLWS\Scripts\Custom folder and copy them to their original folder location.

6. Import the binaries from the MySQL service package:

C:\CPSMv11.0.1\Services\MySQL\MySQL.package file.

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OCS 2007

1. On the server hosting the OCS 2007 service, make a backup of the C:\Program Files (x86)\Citrix\Cortex\Services\OCS folder.

2. Copy C:\CPSMv11.0.1\Services\OCS\OCS to C:\Program Files (x86)\Citrix\Cortex\Services\OCS.

3. Import the binaries from the OCS 2007 service package:

C:\CPSMv11.0.1\Services\OCS\OCS.package file.

SharePoint 2010

1. On the server hosting the SharePoint 2010 service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\SharePoint2010  C:\inetpub\CortexServices\SharePoint2010

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 C:\Program Files (x86)\Citrix\Cortex\Services\SharePoint2010\web.config  C:\inetpub\CortexServices\SharePoint2010\web.config

3. Copy the contents of the C:\CPSMv11.0.1\Services\SharePoint 2010\Program Files (x86)\SharePoint2010 folder to C:\Program Files

(x86)\Citrix\Cortex\Services\SharePoint2010.

4. Copy the contents of the C:\CPSMv11.0.1\Services\SharePoint 2010\inetpub\SharePoint2010 folder to

C:\inetpub\CortexServices\SharePoint2010.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location%\SharePoint2010\Scripts\Custom folder and copy them to their original folder location.

6. Import the binaries from the SharePoint 2010 service package:

d. Click Browse and select the C:\CPSMv11.0.1\Services\SharePoint 2010\SharePoint 2010.package file.

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SQL Hosting

Import the binaries from the SQL Hosting service package.

4. Click Browse and select the C:\CPSMv11.0.1\Services\SQL Hosting\SQL Hosting.package file.

Virtual Machine

1. On the server hosting the Virtual Machine service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\VirtualMachineWS  C:\inetpub\CortexServices\VirtualMachineWS

 C:\Program Files (x86)\Citrix\Cortex\Services\VirtualMachineWS\web.config  C:\inetpub\CortexServices\VirtualMachineWS\web.config

3. Copy the contents of the C:\CPSMv11.0.1\Services\Virtual Machine\Program Files (x86)\VirtualMachineWS folder to C:\Program Files

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4. Copy the contents of the C:\CPSMv11.0.1\Services\Virtual Machine\inetpub\VirtualMachineWS folder to

C:\inetpub\CortexServices\VirtualMachineWS.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location%\VirtualMachineWS\Scripts\Custom folder and copy them to their original folder location.

6. Import the binaries from the Virtual Machine service package:

d. Click Browse and select the C:\CPSMv11.0.1\Services\Virtual Machine\Virtual Machine.package file.

 Select Validation Controls.

Windows Web Hosting

1. On the server hosting the Windows Web Hosting service, make a backup of the following folders:

 C:\Program Files (x86)\Citrix\Cortex\Services\IISWS  C:\inetpub\CortexServices\IISWS

 C:\Program Files (x86)\Citrix\Cortex\Services\IISWS\web.config  C:\inetpub\CortexServices\IISWS\web.config

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3. Copy the contents of the C:\CPSMv11.0.1\Services\Windows Web Hosting\Program Files (x86)\IISWS folder to C:\Program Files (x86)\Citrix\Cortex\Services\IISWS.

4. Copy the contents of the C:\CPSMv11.0.1\Services\Windows Web Hosting\inetpub\IISWS folder to C:\inetpub\CortexServices\IISWS.

5. In the folder backups from Step 1, check for any custom scripts in the %Backup Location>\IISWS\Scripts\Custom folder and copy them to their original folder location.

6. Import the binaries from the Windows Web Hosting service package:

d. Click Browse and select the C:\CPSMv11.0.1\Services\Windows Web Hosting\Windows Web Hosting.package file.

Complete the Upgrade

Start the CortexQueueMonitor service on the server hosting the Provisioning server role.