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Upgrading in an Azure-hosted VM Environment

Warning

Before starting the upgrade make sure that all prerequisites have been met.

Upgrade steps

The following steps walk you through upgrading the EPM Server within your Microsoft Azure infrastructure:

  1. In the Azure portal, navigate to the EPM Server and click Stop. Wait while the server is stopped

  2. In the left menu click on Disks and select the first data disk listed. It will have a name like epmservername_DataDisk_0.

    Disk

  3. On the disk window, select Create snapshot. Make a note of the snapshot name.

    Disk page

    Hint

    If the Create snapshot option is disabled you will first need to migrate the VM to use managed disks by selecting Migrate to managed disks.

  4. Navigate to the Azure services Disks dashboard.

    Disks service page

  5. On the Disks page, click Create.

  6. Within the Create managed disk window, Basics tab, enter the following details:

    Project Details

    Field name Description
    Subscription Select based on your own deployment requirements.
    Resource group Select based on your own deployment requirements.

    Disk details

    Field name Description
    Disk name Enter a name you want the disk to be identified as.
    Region Select based on your own deployment requirements.
    Availability zone Select based on your own deployment requirements.
    Source type Select Snapshot as the type of resource to be used to create the new disk.
    Source subscription Select based on your own deployment requirements.
    Source snapshot Select the snapshot that was taken of your EPM Server.
    Size Select the recommended size.

    Hint

    If your snapshot doesn't appear in the Source snapshot drop-down menu, log out and log back in to the Azure portal.

    Create a managed disk

  7. Make a note of the Disk name.

  8. Click Review and create and then click Create. Wait while the managed disk deployment is completed.

  9. The public IP address will need to be transferred from the current appliance to the new appliance so will need to be dissociated from the current appliance.

  10. Navigate to the EPM Server.

  11. On the EPM Server page, select Overview. and then select the public IP address.

    Overview page

  12. On the Public IP address page, select Overview.

  13. Select Dissociate.

    Public IP address page

  14. Within the Dissociate confirmation window, select Yes.

  15. Deploy a new EPM Server. From the Microsoft Azure dashboard click the Create a resource option.

  16. Within the Create a resource window, type Osirium EPM in the search window and press ENTER.

    Select offering

  17. Select Osirium EPM from the listings presented.

  18. Within the Osirium EPM window, the search results will show the Osirium offerings. We recommend you use the latest version for a new installation, alternatively select the version you require.

    Select offering

  19. Click Create.

  20. Within the Create virtual machine window, Basics tab, enter the Virtual appliance information.

    PROJECT DETAILS

    Field name Description
    Subscription Select based on your own deployment requirements.
    Resource group Select based on your own deployment requirements.

    INSTANCE DETAILS

    Field name Description
    Virtual machine name Enter a name you want the server to be identified as. The name given will also be used as the hostname of the virtual appliance.

    NOTE: The name can not contain non-ACSII or special characters.
    Region Select based on your own deployment requirements.
    Availability options Select based on your own deployment requirements.
    Image Leave as default.
    Azure Spot instance Leave as default.
    Size Select from the recommended sizes listed.

    ADMINISTRATORS ACCOUNT

    Field name Description
    Authentication type Select SSH public key.
    Username Enter a username.

    NOTE: You cannot use admin or support as these are reserved names within Azure.
    SSH public key source Generate a new key pair.
    Key pair name Enter a name you want your key pair to be given when created.

    Example: Basic tab

  21. Click Next : Disks >.

  22. Within the Create virtual machine window, Disks tab, click Attach an existing disk.

    Attach data disk

  23. Select the data disk created earlier using the snapshot.

    Select data disk created

  24. Click Next : Networking >.

  25. Within the Create virtual machine window, Networking tab, select the Public IP address that was previously dissociated.

  26. You can also select the same network security group used on the old appliance.

    Networking

  27. Click Next : Management >, and select your preferred settings.

  28. Click Next : Monitoring >, and select your preferred settings.

  29. Click Next : Advanced >, and select your preferred settings.

  30. Click Next : Tags >, and select your preferred settings.

  31. Click Next : Review + Create >. Wait while the virtual machine is validated.

  32. Review the setup and click Create. Wait while the virtual appliance is created and deployed.

  33. When prompted, download the SSH private key for virtual appliance and store in a secure location.

    Download SSH Key Pair

  34. The EPM Server will now boot and apply any database migrations automatically.

  35. To test that you can access the EPM Server, open a browser session and enter the FQDN and confirm you can log onto the EPM Server.

  36. Check the version number on the Configuration tab of the Management Interface to confirm your upgrade.

You EPM Server has now been successfully upgraded.

Next steps

Once the EPM Server has been successfully upgraded, the EPM Client should be upgraded.

If the client update feature has been enabled then the user will get a prompt to upgrade the PAM Client when they next attempt to elevate an application or gain temporary admin access.

Note

The Client Updating setting can be found on the Management Interface > Configuration > EPM Client page.

Otherwise, update the EPM Client as per your preferred method.