Server Upgrade : snapshot of PRD VM vs installing original software to new VM

Question

Hi

We are preparing for an upgrade of server which is of version 2021.3.x.

Some suggests that better to go for a brand new VM to match existing PRD server. Install the server software (same version we have in PRD server) and take a copy of mongodb from current PRD and replace in brand new VM.

They say it is risky to try to get a VM snapshot directly from PRD or DEV so that we can run upgrades and test.

Is the above approach make sense?

This replacement of mogodb is that easy and will that work?

replacing mongodb will give same settings in PRD into brand new VM?

Please help.

PeterPerera · Answer

Basically trying to setup the "C" in the middle and upgrade as indicated in picture

PeterPerera · Answer

Thanks KOBoyle & fmvizcaino.

New VM setup going to be done only to test the upgrade process from 2021.3.x to 2023.1. So a selected workflows currently in PRD will be tested in New VM, Scheduling  and all other functionalities also will be tested until we are satisfied with the upgrade process. One this upgrade process is successful we will upgrade the PRD server and test for weeks. The New VM used for upgrade testing will be decommissioned then. Is this sound correct.

fmvizcaino · Answer

Hi @PeterPerera ,

This process is called Host Recovery. https://help.alteryx.com/20214/en/server/install/server-host-recovery-guide.html#server-host-recovery-guide

Even though it looks like a complex process, if you follow the steps, you will have no problems.

I have posted numerous times in the server discussion board about this process and a list of things to be aware of when upgrading your server, such as doing the pre-upgrade checks. Take a look and let me know if you have any questions.

Best,

Fernando Vizcaino