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CU Installer

The CU Installer applies Clarity Connect cumulative updates. Clarity Connect services are shut down, updates are applied, and upon completion, services are restarted.

To silently invoke and apply cumulative updates and rollbacks via a Command Prompt window, see CU Silent Installer.

Worksheet

Populate the worksheet below before installing the Clarity Connect CU (Table 1). These values will be used with the installer.

Table 1 CU Installer worksheet

Configuration Value

Runtime Database Server

Ex. SQL-01

 

Runtime Database Name

Ex. CcMain

 

Data Warehouse Server

Ex. SQL-01

 

Data Warehouse Name

Ex. CcMain_DW

 

Connect Directory (including instance folder)

Ex. C:\Program Files\Clarity Consulting\Clarity Connect

 

Overview

Install cumulative updates during a planned outage period, as updates may take several hours.

Log in to the application server as a user with the following permissions:

  • local admin rights
  • read rights on the runtime and data warehouse databases
  • query rights on the runtime and data warehouse databases 
  • create/alter table rights on the runtime and data warehouse databases

Start the CU Installer and use the worksheet above (Table 1) to populate values during the installation.

The CU Installer automatically creates a backup of the entire Clarity Connect directory and restores it should any issues arise. In addition, the CU Installer automatically tests the connections to the databases and notifies the user of any issues before proceeding with the installation.

The CU Installer automatically stops any running services and starts them at the end of the installation.  Reporting files are automatically uploaded.

If services are manually stopped prior to running the CU Installer, they will require a manual restart after the installation is complete.

Downtime vs. Rolling Upgrades

If any version between the current software version and the CU Installer's latest version requires a downtime period due to database updates, the CU Installer will coordinate with other CU Installers running on additional Clarity Connect servers in this instance. No CU Installer will proceed with updating the database until it detects that all Clarity Connect services have been stopped across all servers for this instance.

When performing a downtime upgrade, the CU Installer waits for all Portal services across all servers to shut down before shutting down any remaining Clarity Connect services.

Running the CU Installer in parallel on all of the instance's servers is both supported and recommended for downtime installations (Figure 1). This ensures all services are stopped automatically before proceeding with database updates. Services are restarted after database updates are complete.

Figure 1 Three-server simultaneous update

If an upgrade does not require downtime, it is not recommended to run the CU Installer simultaneously across all Clarity Connect server instances. This may result in all services being stopped, creating unintentional downtime. Instead, it is recommended to run the CU Installer separately on each Clarity Connect instance, creating a rolling upgrade process (Figure 2).

When performing a rolling upgrade, the CU Installer drains and then shuts down the Portal service on each machine before shutting down any remaining Clarity Connect services.

Figure 2 Rolling server update

While the CU Installer supports running different cumulative update versions on different servers for a limited period of time, it is not supported for day-to-day operations. All Clarity Connect servers in an instance must be running on the same cumulative update version.

Apply Cumulative Updates

  1. Download the CU Installer from the Customer Download site at http://connect.claritycon.com/downloads
If you do not know your credentials for the Customer Download site, contact Clarity Connect support via email at ccsupportdesk@claritycon.com. For immediate assistance, call 1.855.983.6368 or 1.312.863.3103..
  1. Right-click the latest cumulative update folder and select Properties.
  2. Under the General tab, click Unblock and then click Apply. Click OK, and then right-click the .zip folder and select Extract All > Extract.
  3. After extracting the files, double-click the latest cumulative update folder and then double-click PatchInstaller. The CU Installer will appear.
  4. Click Next (Figure 3).

Figure 3

  1. From the drop-down menu, select the Clarity Connect instance name to apply the CU to and then click Next (Figure 4).

Figure 4

  1. The server and database names populate based on the instance entered in the previous step. Verify these names are correct and then click Next (Figure 5).

Figure 5

  1. Click Next (Figure 6). If a database connection fails, the user will be notified for further troubleshooting.

Figure 6

  1. The Clarity Connect installation directory path populates based on the instance selected. Verify the directory path is correct and then click Next (Figure 7).

Figure 7

  1. Click Next (Figure 8).

Figure 8

  1. Click Next (Figure 9).
Although active calls on the server will not prevent the CU Installer from running, they will result in a warning notification.

Figure 9

  1. The CU Installer automatically stops all active services. When all services display a Stopped status, click Next (Figure 10).

Figure 10

  1. The CU Installer displays a status bar during the installation process, which includes a SQL index update. When the CU update displays a Finished status, click Next (Figure 11 and Figure 12).
Indexes may take several hours to complete.

Figure 11

Figure 12

  1. The CU Installer automatically restarts all previously active services. When all services display a Running status, click Next (Figure 13).

Figure 13

  1. Click Exit (Figure 14).

Figure 14

Contact Clarity Connect Support

To report an issue, contact Clarity Connect support via e-mail at ccsupportdesk@claritycon.com, or log on to the support portal at https://connectsupport.claritycon.com.

For immediate assistance, call 1.855.983.6368 or 1.312.863.3103.

Appendix: Manual Rollback

The CU Installer automatically performs a rollback if a failure is encountered during the update process.

To perform a manual rollback, Clarity Connect recommends using the CU Silent Installer.

The CU Silent Installer silently invokes and applies rollbacks via a Command Prompt window.

The CU Silent Installer only supports rollbacks to the previously installed cumulative update version. Multiple version rollbacks and rollbacks prior to Clarity Connect 4.0 are not supported.

Although rollbacks will only remove tables and columns added from the latest cumulative update, any data written to those new tables or columns will be lost.
When performing a rollback, the CU Installer waits for all Portal services across all servers to shut down before shutting down any remaining Clarity Connect services.
The CU Silent Installer automatically removes all upgraded .rdl reporting files during a rollback.
If an alternate backup file path was used to store backup files during the previous upgrade, that same -bp parameter and backup file path must be supplied during the rollback.
  1. Press Win and then type cmd. Right-click the Command Prompt icon and select Run as administrator.
  2. Navigate to the folder where the CU Silent Installer is unzipped. Example: type cd C:/program files...
  3. Type PatchInstaller.exe -s -r on the command line and press Enter to invoke the CU Silent Installer.
  4. The CU rollback is now complete. Clarity Connect services will automatically restart for each Clarity Connect instance.

Although it is not recommended, a manual rollback may also be performed using the following steps:

  1. Log in to the application server as a user with local admin rights.
  2. Stop all Clarity Connect services using Windows Services.
  3. Stop the Clarity Connect website and Application Pool using IIS.
  4. Navigate to the Backups directory located in the Connect Directory worksheet parameter.
  5. Extract the content of the desired backup to a temporary folder.
  6. Replace all contents in the Connect Directory worksheet parameter with the data from the temporary folder.
  7. Start all Clarity Connect services using Windows Services.
  8. Start the Clarity Connect website and Application Pool using IIS.