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Version: 1.0.4

Upgrade Guide DSE

This upgrade guide provides instructions for upgrading Data Security Essentials from 1.0.x to 1.0.4. If you are already on version 1.0.4, you can skip this guide.

Before You Begin​

Prerequisites​

  • You need a Windows domain account with:
    • Local administrative rights on the DSE server to perform software installation and upgrades
    • Database owner (dbo) rights on the DSE database in SQL Server to upgrade the schema
  • SQL Server account with dbo rights on the DSE database ONLY if the Windows account lacks schema modification rights
  • SQL Server DBA to run DB upgrade scripts manually ONLY if the Windows account lacks database modification rights AND SQL Server uses integrated security only
  • Valid license key
  • Estimated upgrade time: 5-10 minutes per server
Backup Recommendation

Create a backup of your Data Security Essentials database before starting the upgrade process.

Upgrade Procedure Overview​

The Data Security Essentials upgrade uses a standard Windows setup program. The upgrade takes a few minutes and performs these operations:

  1. Upgrade Database Schema
    Updates the database structure for new features.

  2. Stop Services
    Stops all Data Security Essentials services.

  3. Replace Files
    Replaces existing files with newer versions.

  4. Restart Services
    Restarts all Data Security Essentials services.

  5. Reboot If Necessary
    Prompts for system reboot when required.

Multi-Server Environment

In multi-server environments, upgrade the server running the Business Overwatch Task Service (BOTs) first. The 1.0.4 database schema includes updates for new BOTs functionality. If you don't upgrade the BOTs service first, enabled BOTs fail until you update the service to 1.0.4.

Determining the BOTs Server​

To identify which server runs BOTs:

  1. Open BOT Configuration
    Click Data Security Essentials BOT Configuration in the Superna Data Security Essentials start menu group.

  2. View Configuration UI
    The BOT Configuration UI opens.

  3. Access Server Information
    Select Configure > BOTs Server... from the menu. BOT Configuration Menu

  4. Identify Server Name
    A dialog box shows the name of the server configured to execute BOTs. Note the server BOT name and click OK. BOT Server Dialog

Upgrade Process​

  1. Extract and Launch Setup
    Log into the DSE server. Extract the setup package you downloaded from Superna using Windows Explorer. Navigate to the appropriate platform folder (Windows, NetApp, Dell, or Hitachi) and double-click setup.exe.

  2. Confirm Upgrade
    The setup program launches and prompts for the upgrade. Select Yes to continue. Data Security Essentials upgrade confirmation dialog

  3. Continue to Next Dialog
    Select Yes and continue to the next dialog and click Next. Continue dialog confirmation

  4. Accept License Agreement
    Review the license agreement and click Next to proceed. License agreement dialog

  5. Verify Database Connection
    The dialog automatically populates with your existing SQL Server name and database. Verify this information and click Next. Database connection configuration dialog

  6. Configure Database Upgrade
    Select the checkbox to upgrade the database and tables. Choose to use Integrated Security (currently logged in user) or specify a SQL Server account for the database schema upgrade. If your current user lacks permissions to upgrade the database, uncheck the Upgrade option and have a SQL DBA upgrade the database after this upgrade completes. Click Next. Setup verifies connectivity and permissions to the database. Database upgrade configuration dialog

    Database Upgrade

    You only need to do this on the first server in a multi-server environment. Skip this step on subsequent servers.

  7. Enter License Information
    Confirm the Company Name and Administrator's email address. Provide your existing contract license or enter a new contract license if one was provided with the upgrade. License information dialog

  8. Review Summary
    Confirm the information on the Summary screen and click Next to begin copying files. Installation summary dialog

  9. View Installation Status
    The setup program will display a dialog with the status of the operations being performed. Installation status dialog

  10. Reboot System
    The software requires a server reboot to complete the upgrade. Choose to reboot now or schedule it for the earliest possible convenience. Reboot completion dialog

Reboot Required

The upgrade is not complete until you reboot the server. Schedule the reboot at the earliest possible convenience to ensure all components function properly.