How to: Upgrade a cluster running 3.x software release to 4.x

Steps to follow

This is what you will see

Step 1.                                                         

Log into the smartDirector (https://<IP Address of smartDirector>) using the default admin account.

Note 1: This should not be an account that has admin privileges. It must be the default admin account.

Note 2: If you get prompted by a certificate page, please bypass it by clicking on the ADVANCED link and then by clicking on proceeding to the smartDirector’s login page. This is simply an indication of an unsigned certificate. The web browser used in this example is Google Chrome. For other web browsers you may get notified of the connection not being private (Safari) or secure (Firefox), or the site not being secure (Internet Explorer) etc. Simply bypass it. 

After a successful login, once the main splash page appears, click on the button for Admin Tools. Note in this example the cluster is running version 3.x of the software.

The Tech Support Page will appear.

Step 2.                                                     

Scroll down to the last section of the page called Support.  

1. Download the fixture list. The downloaded file will be called fixture.csv
2. Input the admin credentials in the fields available for Download Cluster data option and click on the button to “Download Support Data for the Entire Cluster”. This will take a little time to download as the smartDirector will collect all the information from every single cluster member and package it all up. The downloaded file will be named similar to ClusterDataFor_<smartDirector name>(<smartDirector IP>)_XXXXXXXXXXXX.tgz. It is a compressed file.

Steps to follow

This is what you will see

Step 1.                                                         

Log into the smartDirector (https://<IP Address of smartDirector>) using the default admin account. 

Note: This should not be an account that has admin privileges. It must be the default admin account

Once the main splash page appears, click on the button for Software Update.

Step 2.                                                        

The Software Update page will appear. In this example, it shows that Partition A (active partition) is running software version 3.3.8.

Note: Software upload and upgrades are only allowed in inactive partitions. In this example, it is Partition B.

Click on Choose file and select the 4.x software image for the smartDirector that was provided to you by wtec. Next, hit the Upload button.

Step 3.                                                            

A prompt will appear which will take an input from the user to proceed with the upload operation.

Hit the OK button.

The Upload process will begin, and a progress bar will appear.

Step 4.                                                  

Upon completion of the upload, Partition B will show the 4.x software release for the smartDirector.

Hit the Activate button.

Step 5.                                                            

A prompt will appear requesting acknowledgement to Reboot the system with this image.

Press OK to proceed.

The smartDirector will proceed with booting up with the 4.x software image. Give it a couple of minutes while the system reboots. Note: Do not power cycle the smartDirector. Once HTTPS access is restored again, a user can try accessing the UI @ https://<IP Address of smartDirector>. Now you will see a landing page which is different than what one would have experienced with version 3.x.

If the user hovers over the “i” icon on the top right corner or clicks on it, a verification of the newer software 4.x will be revealed.

At this point the smartDirector upgrade is now complete and the user can proceed with upgrading the entire cluster with the same software release.

Steps to follow

This is what you will see

Step 1.                                                     

Login to the smartDirector Manager using the default admin account. 

Note: This should not be an account that has admin privileges. It must be the default admin account. 

• Access the Applications menu and click on Admin Tools.

Step 2.                                                   

Under the Actions section click on Manage Cluster.

Step 3.                                                       

This will bring up the Cluster Management page. Notice that you can see the Software version for the smartDirector, but it is not visible for the cluster members yet.

• Click on Upgrade Engine Software button.

Step 4.                                                        

The Cluster Upgrade page will appear… 

• Enter the default admin account credentials and hit the Go button.

Step 5.                                                            

A list of all the smartEngines will appear with their current Status.

• Click on the Upload button for all the members that show a status of Upgrade required

The software will get uploaded to the cluster members and a progress bar will illustrate the same.

Wait until you see the status as complete and the Reboot buttons appear.

Step 6.                                                     

You can choose to Reboot all the smartEngines at once or you can stagger the operation assuming you do not want the entire site to lose lights temporarily at the same time.

• Hit the Reboot button(s)

Once the smartEngines have been rebooted they will cluster up themselves and the status will show a successful upgrade. Notice the SW Version column having the same version as the smartDirector.

The entire cluster is now running the newer 4.x release of the software and the user can proceed with validating it accordingly.

Steps to follow

This is what you will see

Step 1.                                                     

Login and access the Dashboard. Verify that all the engines that were online prior to the upgrade are being accounted for in the count

Step 2.                                                         

Go back to Admin Tools using the Applications menu, and under the Actions section click on Manage Cluster

This will bring up the Cluster Management page. Notice that all have the same Software Version!

Step 3.                                                   

Access the Applications menu again and click on Installer

The smartInstaller page will appear. Use the drop-down menu and scroll through verifying that all the engines appear as they did when the system was on version 3.3.8.

Steps to follow

This is what you will see

Click on Admin Tools from the Applications menu.

Under the Cluster Data section, enter in the default admin account credentials and  click on Download All button

• This action will download a file called ClusterDataFor_<smartDirector name>(<smartDirector IP>)_XXXXXXXXXXXX.tgz. It is a compressed file with key pieces of information.

Download the Site Inventory Data.

• The link for Engines will download a file called engines.csv
• The link for Fixtures will download a file called fixture.csv