Upgrade AX Server for PostgreSQL

Upgrade AX Server and PostgreSQL on the same physical machine.

Download the installer

1. Sign in to Launchpad (www.highbond.com).

   Your company's System Admin should have already received sign-in information from notifications@highbond.com. If you are unable to sign in to your Launchpad account, contact your company’s System Admin or Support for assistance.

2. Under Resources, click Downloads.
3. In the top menu, click Analytics Exchange.
4. From the Select software package to download list, select the installer you want to download.

   Note

   Ensure that you download the correct edition (non-Unicode or Unicode) as all installed applications must use the same edition.

5. Click Download Version <version_number> and save the installer to the computer where you will install the application.

Upgrade PostgreSQL

1. Double-click the installation package and if a security warning dialog box appears, verify the information listed and click Yes or Run.
2. Select the setup language and click OK.
3. In the Setup Extraction Location page, specify the folder where the installation files will be extracted, and click Install.

   Tip

   Click Browse to select a folder or accept the default location: C:\Program Files (x86)\ACL Software\Installers\ACLAX<version>_Server_<edition>.

4. If you are prompted to install prerequisites, click Install and wait while the prerequisites are installed.

   Follow any on-screen instructions to complete the prerequisite setup.

Configure the database connection and security

1. In the Welcome page, click Next and in the License Agreement page, select I agree to the above terms and the Galvanize Master Subscription Agreement and click Next.
2. In the Service configuration page, enter the following information to configure the PostgreSQL database service and then click Next:

   Field	Description
   Account name	The name of the Windows user account that will run the service. Keep the default account name “postgres” unless you have a reason for changing it. If the account does not already exist, it will be created as a local user account. You cannot use accounts that belong to the Administrators group on the server. If you use an existing account, the required file system permissions and the “Log on as a service” right are assigned to the account.
   Account domain	The name of the Active Directory domain the user account belongs to. If you are using a local user account, keep the default value of the computer name.
   Account password	The password for the user account. If the user account already exists, you must enter the correct password. If the installer is creating a new account, enter the password you want to use. The password must meet any password complexity requirements that are enforced by the Windows operating system. Additionally, the password must not include backslashes (\) or apostrophes (’).
   Verify password	Enter the password again to verify it.

3. If the user account does not exist, click Yes to create the account.
4. In the Database configuration page, enter the following information and then click Next:

   Field	Description
   Port number	The port number used for communications to and from PostgreSQL. The default port is 5432.
   Superuser name	The name of the PostgreSQL Superuser account. The default value is postgres and it cannot be changed.
   Password	The password for the PostgreSQL Superuser account. Your password must not include backslashes (\) or apostrophes (’). Note For security reasons, do not use the same password that you used for the Windows user account that runs the PostgreSQL database service.
   Password (again)	Enter the password again to confirm it.

   Note

   Make a note of the PostgreSQL Superuser account name and password. You need to enter them when you create the Analytics Exchange database during the AX Server portion of the installation.

   For information about configuring service accounts, see Service account configuration.

5. In the SSL certificate information page, enter the following information to create a self-signed security certificate to secure HTTPS connections between PostgreSQL and AX Server (and AX Exception if it is installed) and then click Next:

   Field	Description
   Server host name	The hostname of the database server. For example: ax.abc.com.
   Department or division name	The division or business unit that the certificate is being issued for. For example: Development.
   Organization Name	The name of your company or organization. For example: ABC Corporation.
   City Name	The city or locality where your company or organization is located. For example: Vancouver.
   State/Province Name	The state or province where your company or organization is located. For example: BC.
   Country code	The two-character country code for the country where your company or organization is located. For example: CA.
   Password	Enter a password of at least 6 characters.
   Verify password	Enter the same password again.

   For information about how this certificate is used, and for configuration options, see Security certificates.

6. Click Install and when the installation is complete, click Finish.

   The AX Server installation process automatically starts when the PostgreSQL installation is complete.

Upgrade AX Server

Install prerequisites

1. If you are prompted to install prerequisites, click Install and wait while the prerequisites are installed.

   Follow any on-screen instructions to complete the prerequisite setup.

2. To proceed with the upgrade, click Yes.

Complete the upgrade

1. In the Welcome page, click Next and in the License Agreement page, select I agree to the above terms and the Galvanize Master Subscription Agreement and click Next.
2. If the Analytics Exchange Database Upgrade Required page appears, click Next.
3. In the Analytics Exchange Tomcat Service Account page, do the following and click Next:
   1. Enter the domain and username for the account in the format domain\username.

      Depending on the version of Windows Server, the installer may include a Browse button for locating the required account. If you browse, you must enter or select the domain or server name first in the Browse for a User Account dialog box in order for the installer to present the appropriate list of available user accounts.

   2. Enter the Password for the account.
4. If you are prompted to grant the Log on as a service right to the Tomcat service account, click Yes and then OK.

   For information about the options for configuring service accounts, see Service account configuration.

5. To begin the upgrade process, click Install.

   When the installation process is complete, click Finish to exit the installer.

   The AX Server Configuration web application opens in the default web browser after the installer finishes.

Check AX Server activation

AX Server should already be activated based on your previous installation. If not, you can activate it using the web application. For more information, see Post-installation tasks.