Upgrade machines for PI AF

Before you begin the upgrade procedure, make sure that you:

• Notify PI AF users that the system will be unavailable during the upgrade.

• Stop the PI AF application service on the machine where the service is running.

• If PI Analysis Service or PI Notification Service is running, stop those services as well. Note that they could be running on a client machine or on the PI AF application service machine.

• Back up the PI AF SQL Server database (typically named PIFD) and its associated log file.

• Back up AFService.exe.config, located in the PI AF installation folder (%PIHOME64%\AF), in case you need this file after the PI AF application service machine is upgraded.

• You must have the db_owner privilege to upgrade the PI AF SQL Server database.

Follow these steps to upgrade PI AF in a mirrored SQL Server session on the principal server machine, as well as on the machine that hosts the PI AF application service.

1. Upgrade PI AF on the principal server machine.

   1. Run the PI Server install kit on the machine that is defined as the principal server in the mirrored SQL Server session. While stepping through the upgrade process, be aware of the following:

      • The currently installed features are automatically selected for upgrade. You should only be upgrading PI AF SQL Database setup features.

      • Do not make any change in the SQL Server Connection window.

      • In the SQL Server Rules window, acknowledge the warning about creating a backup of the PI AF SQL Server database.

      For a description of using the install kit to upgrade, see Upgrade PI AF server via the install kit.

   2. Click Install to begin the upgrade.

   Ensure the PI Server install kit runs to completion without errors.

   1. If the server requires a restart in the middle of the installation, ensure that the PIFD database is still configured as the principal database before you continue the installation after the server restart. The following steps may be necessary.

      • Force a failover by connecting to the machine that was the mirror server.

      • From the machine that was the mirror server, force a failover to the machine that was the principal server.

      • Continue with the upgrade.

2. Upgrade PI AF on the machine that hosts the PI AF application service.

   1. Run the PI Server install kit on the machine that hosts the PI AF application service.

      The currently installed features are automatically selected for upgrade. For a description of using the install kit to upgrade, see Upgrade PI AF server via the install kit.

   2. When the upgrade is complete, verify the PI AF application service is still running under the correct domain account.

   3. Review the connect string in the AFService.exe.config file in the %PIHOME64%\AF folder. Verify that the string references the correct failover partner.

   4. If the connect string is not correct, use the backup copy of the file in the AFService.exe.config file to overwrite the file in the %PIHOME64%\AF folder.

   5. If you make a change to the AFService.exe.config file after running the upgrade process with the install kit, restart the PI AF application service. To restart a service, select Control Panel > All Control Panel Items > Administrative Tools > Services.