ITM On-Prem Installation and

Upgrade Guide
UPGRADE DOCUMENT

Product Version: 7.14.3

Deployment Type: on-premises

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Table of Contents
Document Introduction .................................................................................................... 3
Scope .............................................................................................................................. 3
Overview and Notes ........................................................................................................ 3
Prerequisites and Risks................................................................................................... 3
Steps before Databases Upgrade ................................................................................... 4
Execute SQL queries before upgrade ...................................................................... 4
Run admin PowerShell using service account ......................................................... 4
Stop ObserveIT traffic and ObserveIT Windows services ........................................ 4
Upgrading ITM On-Prem Databases ............................................................................... 5
Obtaining the Upgrade Activation key ...................................................................... 6
Upgrading the Prerequisites Software Bundle ................................................................. 8
Upgrading the Application Server Module ....................................................................... 9
Upgrading the Web Console module............................................................................. 11
Upgrading the Website Categorization Module ............................................................. 15
Upgrading the Screenshots Storage Optimizer module ................................................ 18
Post Upgrade Checks ................................................................................................... 22

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Document Introduction
This document describes an upgrade plan for the ObserveIT on-premises product. This
document introduces significant steps and considerations when upgrading your
ObserveIT on-premises deployment.

Scope
This document is intended for technical personnel managing ObserveIT installations,
such as system administrators and winter teams. In particular, this document is
intended for personnel familiar with software installation and troubleshooting, Microsoft
Windows, SQL Server, Microsoft IIS, and user profiles.

Overview and notes

Before the upgrade, please review the release notes for the most recent version of
ObserveIT.

Upgrading ObserveIT is a straightforward process that involves the following significant

steps:

1. Download installation media via the Proofpoint Community Portal

2. Save installation media to c:\temp on each server and unzip the contents
3. Stop ObserveIT traffic and ObserveIT Windows services
4. Upgrade ObserveIT databases.
5. Upgrade Prerequisites
6. Upgrade ObserveIT Modules
7. Start ObserveIT traffic and ObserveIT Windows services

Prerequisites and Risks

∑ The first step before performing an upgrade is backing up the database and
snapshot your server vms
∑ During the upgrade, you need access to several credentials. In particular:
o You will need credentials for an account with dbcreator privilege on the
SQL Server hosting ObserveIT databases.
o You will need the credentials for the service account.
∑ The easiest and recommended way to upgrade ObserveIT is to log into the
servers with the Active Directory Service Account. The ObserveIT installers must
be executed in the ObserveIT Active Directory Service Account context.
∑ Access to the Proofpoint Community Portal is required in order to obtain the
upgrade activation key
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Upgrading ObserveIT databases

Execute SQL queries before upgrade.

Select * from [Observeit].[dbo].ApplicationServers

Select * from [Observeit].[dbo].WebConsoles
Select * from [Observeit].[dbo].Services

Run admin PowerShell using the service account.

Start-Process powershell.exe -Credential
"yourdomain\yourserviceaccount" -NoNewWindow -ArgumentList
"Start-Process powershell.exe -Verb runAs"

Stop ObserveIT traffic and ObserveIT Windows services

iisreset /stop

Start-Service "Windows Process Activation Service"

Get-Service observeit*,screenshot*,gcf*,website* | Stop-Service

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Upgrading the ObserveIT databases

Run the database installation executable from the path where you extracted the
installation files

E.g C:\temp\ObserveIT_Setup_v7.14.3\DB\SQLPackage.exe

Click OK, and then you will see the ActivateObserveIT window:

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 Select the ActivateObserveIT content and then copy it into the clipboard or click the
blue link

Obtaining the Upgrade Activation key

Log in to the Proofpoint Community portal to obtain your upgrade activation key

https://proofpointcommunities.force.com/community/s/

Once the Upgrade activation key is obtained, paste the upgrade activation key into
the ActivateObserveIT window and click ‘Activate.’
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The database upgrade will begin.

Note

Do not stop the upgrade process. Allow the upgrade to run until completion.

Click ‘OK’ to finish the upgrade.

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Upgrading the Prerequisites Software Bundle
Navigate to

E.g C:\temp\ObserveIT_Setup_v7.14.1.51\Web\ PreRequisite_nodeServices.exe

Select the boxes that apply.

Note

If upgrading the Application Server's prerequisites, mark the Application Server

box only.

Select the Web console and the Microsoft SQL boxes if upgrading
prerequisites on the Web Console Server.

You must do this step on each application server if there are additional servers.

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Upgrading the Application Server module
Navigate to:
C:\temp\ObserveIT_Setup_v7.14.1.51\Web\AppServer\ObserveIT.AppServerSetup.msi

Click ‘Next’

Select the site and application pool that was created for the Application Server.

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Enter the SQL server FQDN.

Enter the service account password, click the ‘Test Connection’ button, then click
‘Next’ until the installation completes successfully.

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Upgrading the Web Console module
Navigate to:

C:\temp\ObserveIT_Setup_v7.14.1.51\Web\WebConsole\ObserveIT.WebConsoleSetup.msi

Select the site and application pool created for the Web Console Server.

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Enter the SQL server FQDN.

Enter the service account password, click the ‘Test Connection’ button, then click
‘Next’ until the installation completes successfully.

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Upgrading the Website Categorization module
Note:

The Web Categorization module may not be installed in your environment (optional)

Navigate to:

C:\temp\ObserveIT_Setup_v7.14.1.51\WebsiteCat\WebsiteCat_Setup.msi

Note:

16 GB of Physical is required for the Website Categorization

Click ‘Next’

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 Click ‘Next’

Enter the SQL server FQDN

Enter the service account password, click the ‘Test Connection’ button, then click ‘Next’
until the installation completes successfully.

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Click ‘OK’

Click the ‘Install Website Categorization’ button to begin the installation. Click ‘Close’
when finished.

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Upgrading the Screenshots Storage Optimizer module
Note:

The Screenshots Storage Optimizer module may not be installed in your

environment (optional)

A JWT file is required to install the Screenshots Storage Optimizer.

The JWT file can be downloaded from the Web Console

Log in to the Web Console, navigate to

Configuration → Settings → Service Settings

Click the ‘Download’ JWT file’ for the Screenshots Storage Optimizer module.

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Navigate to:

C:\temp\ObserveIT_Setup_v7.14.1.51\ScreenshotsStorageOptimizer\ScreenshotsStorageOptimizer.msi

Click ‘Next’

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Browser to the folder where the JWT file was previously downloaded and click ‘Next.’

Enter the service account password, click the ‘Test Connection’ button, then click ‘Next.’

Select the protocol type (HTTP or HTTPS)

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Enter the FQDN of the Application Server, Web Console, and the port.
Click the ‘Test connection’ to ensure the test is completed successfully.

Click ‘Close’ to complete the installation.

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Post Upgrade Checks

Login into the Web Console and check the ‘Admin Dashboard.’

Compare the previously saved SQL queries by rerunning them after the upgrade.

Select * from [Observeit].[dbo].ApplicationServers

Select * from [Observeit].[dbo].WebConsoles
Select * from [Observeit].[dbo].Services

Check if the ObserveIT traffic and ObserveIT Windows services have started

iisreset /status

Get-Service observeit*,screenshot*,gcf*,website*

Check each module's log file. Log files are located in the service accounts %temp%
directory (e.g., c:\users\oitserviceaccount\appdata\local\temp )

AppServer_CA_Log.txt
WebConsole_CA_Log.txt
WebsiteCat_CA_Log.txt
ScreenshotsStorageOptimizer_CA_Log.txt

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