Issue/Symptom/Question

Will I need to replace my OnBase Server during an upgrade?

Environment

Any PENTA and OnBase upgrade

Resolution/Fix/Answer

Most PENTA Upgrades require an OnBase upgrade. There can only be one version of OnBase installed on a machine. With a standalone OnBase server, the OnBase Server is configured to run both the Test and Production environments. This document is intended to provide clients various options for OnBase Servers during the upgrade process.

Virtual Servers:

Scenario 1: Retain Current Production OnBase Server

Option 1: Clone the existing Production OnBase Server to create a dedicated Test OnBase Server.

The Penta Upgrade Team will upgrade Onbase on the Test server and configure the Test server for the Test environment. When the Production upgrade occurs, The Penta Upgrade Team will upgrade OnBase on the Production Server. After the Production Upgrade there would be two OnBase Servers configured – one for the Test environment and one for the Production environment

Option 2: Clone the existing Production OnBase Server to create a temporary Test OnBase Server.

The Penta Upgrade Team will upgrade Onbase on the Test server and configure the Test server for the Test environment. When the Production upgrade occurs, The Penta Upgrade Team will upgrade OnBase on the Production Server. Following the Production upgrade, configure the Production OnBase Server for both the Test and Production environments and power down the temporary Test OnBase server that was created. In other words, both the Production and Test environments would be configured on the Production OnBase Server.

Penta recommends Option 1 – This is the preferred option because this will provide the Test and Production environments a dedicated OnBase server and the Test OnBase Server can be used for the next PENTA Upgrade Process if the Operating System is supported for the new version of OnBase.

Scenario 2: Create new Virtual OnBase Server(s)

Option 1: One OnBase Server for the Test environment, one OnBase Server for the Production environment.

The Penta Upgrade Team will install the new version of OnBase on one of the new servers. The client would clone the server at this point and use the clone to create the second OnBase Server. The Penta Upgrade Team would configure the first server for the Test environment. When the Production upgrade occurs, The Penta Upgrade Team would configure the second OnBase server for the Production environment. The old OnBase server can be decommissioned.

Option 2: One Server for both the Test and Production environments.

The Penta Upgrade Team would install the new version of OnBase and configured the new server for the Test environment. When the Production upgrade occurs, The Penta Upgrade Team would configure the new server for the Production environment and the old OnBase Server can be decommissioned.

Penta recommends Option 1 – This is the preferred option because this will provide the Test and Production environments a dedicated OnBase server and the Test OnBase Server can be used for the next PENTA Upgrade Process if the Operating System is supported for the new version of OnBase.

Physical Servers:

Scenario 1: Retain Current Production OnBase Server

Option 1: Retain Current Production OnBase Server, move in new dedicated Test OnBase Server

The Penta Upgrade Team installs the new version of OnBase on the new server and configures the new server for the Test environment. When the Production upgrade occurs, upgrade the existing Production OnBase Server to the new version of OnBase and configured the Production OnBase Server for the Production environment. After the Production Upgrade there would be two OnBase Servers configured – one for the Test environment and one for the Production environment

Option 2: Retain Current Production OnBase Server, use temporary OnBase Server during upgrade process.

Create a new temporary server with the same Operating System as the Production OnBase Server. The Penta Upgrade Team installs the new version of OnBase on the new server and configures the new server for the Test environment. The new OnBase Server can be used while testing the new version of PENTA. When the Production upgrade occurs, upgrade the existing Production OnBase Server to the new version of OnBase and configured it for the Production environment. Following the Production upgrade, configure the Production OnBase Server for both the Test and Production environments and power down the new Test OnBase server that was created. In other words, both the Production and Test environments would be configured on the Production OnBase Server.

Penta recommends Option 1 – This is the preferred option because this will provide the Test and Production environments a dedicated OnBase server and the Test OnBase Server can be used for the next PENTA Upgrade Process if the Operating System is supported for the new version of OnBase.

Scenario 2: Create new OnBase Server(s)

Option 1: Create two new OnBase Servers

Create a new Server, The Penta Upgrade Team installs the new version of OnBase on the new server and configures the new server for the Test environment. When the Production upgrade occurs, create a second new server, The Penta Upgrade Team installs the new version of OnBase and configures the Production environment on the second new server. The old OnBase server can be decommissioned.

Option 2: Create one new OnBase Server

Create a new Server, The Penta Upgrade Team installs the new version of OnBase on the new server and configures the new server for the Test environment. Following the Production upgrade, configure the Production OnBase Server for both the Test and Production environments. The old OnBase server can be decommissioned.

Penta recommends Option 1 – This is the preferred option because this will provide the Test and Production environments a dedicated OnBase server and the Test OnBase Server can be used for the next PENTA Upgrade Process if the Operating System is supported for the new version of OnBase.