Before upgrading

Before running the upgrade, perform the following tasks:

• Close all IBM Endpoint Manager consoles.
• Back up your IBM Endpoint Manager server and database.
• Back up your license.pvk and license.crt to a separate location on the Endpoint Manager server or to a USB key.
• With version 9.0.777.0 (9.0 Patch 2), the IBM Endpoint Manager underlying protocol on Linux systems changed from SSL to Kerberos. If you integrated with Active Directory, before upgrading from version 9.0.586.0 (9.0) or 9.0.649.0 (9.0 Patch 1) to version 9.0.777.0 (9.0 Patch 2), run the following steps to continue the integration:
  1. Take notice note of the Active Directory-related configuration on IBM Endpoint Manager.
  2. Remove the Active Directory integration.
  3. Upgrade IBM Endpoint Manager to 9.0.777.0.
  4. On the Console, select Tools -> Add LDAP directory to add again the integration with Active Directory.
  5. Set again the Active Directory-related configuration on IBM Endpoint Manager.
• If your server is configured in a DSA environment, increase the replication interval to prevent the replication from failing repeatedly during the upgrade. For additional information, see Changing the replication interval on Linux systems.
• Upgrade the Endpoint Manager components according to the following order:
  1. Servers and consoles (console and server must have the same version and must be upgraded at the same time.
  2. Relays
  3. Clients
  Servers, relays, and clients do not need to match versions and the upgrade of these components can occur at different times. Older clients can continue to report to newer relays or servers, but they might not have all the functions of the new release.
• For DSA servers, upgrade first one DSA server to ensure the upgrade is successful and then the other DSA servers.