Upgrading to Webtrends Visitor Data Mart 9.2c

For a successful upgrade, follow these steps exactly.

Important: To support the Visitor Data Mart 9.2c release, you must upgrade from Analytics 9.2a or 9.2b to Analytics 9.2c; however, there is no functional difference between Analytics 9.2c and these prior versions. This upgrade is required only for Visitor Data Mart users. Contact Webtrends Technical Support before you continue.

Upgrade Overview

The following is a list of tasks for the upgrade in the order you should perform them.

Note: If your environment requires a "hardened" server configuration for maximum security, you should implement the security hardening measures after the installation is complete.

Back Up the Webtrends Storage Folder

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  1. Stop all running jobs.
  2. Stop all Webtrends services.
  3. Stop the Microsoft SQL database services.
  4. Back up the directories stored at Webtrends\Storage\.
    Note: Profile backups can use a significant amount of storage space. If all profiles are in good working order and validated to meet the needs of the business users, it may not be necessary to copy and store them. If you decide that your organization does not need to store backups of all profiles, you can exclude the Webtrends\Storage\Backup directory. However you must back up all other directories such as Analysis, Reports, and Config.
  5. Restart all Microsoft SQL database and Webtrends services.

Back Up the wt_sched and wtmaster Databases

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To back up the wt_sched and wtmaster databases, you can use Microsoft SQL Server Management Studio Express, which is available from the Microsoft Download Center. This application provides a graphical user interface for performing database backups. Alternatively, you can run backups from the command line.

Microsoft SQL Server Management Studio Express Backup

  1. Start Microsoft SQL Server Management Studio.
  2. Connect to the Webtrends Master database, typically named wtsystemdb. For authentication, use either the specific account credentials provided at the time the database was installed or use the Windows domain authentication.
  3. From the Object Explorer, expand the Databases directory, right-click wt_sched and select Tasks > Back Up . The Back Up Database dialog opens to the General page.
  4. Under the Source section, ensure the database is wt_sched and that the backup type is Full.
  5. Under Backup Set provide a name, description, and expiration date, as necessary.
  6. Under Destination, click Add and designate the file name and path to which the backup will be saved.
  7. (optional) If a backup already exists and is to be overwritten, open the Options page and select the Overwrite media option Overwrite all existing backup sets.
  8. Click OK.

    Repeat the above steps for the wtMaster section of the database.

Command Line Backup

  1. Open a command line window.
  2. Navigate to the sqlcmd subdirectory in the Microsoft SQL Server installation directory. By default, sqlcmd is located in the directory C:\Program Files\Microsoft SQL Server\90\Tools\Binn for Microsoft SQL Server 2005 and C:\Program Files\Microsoft SQL Server\100\Tools\Binn for Microsoft SQL Server 2008.
  3. Type the following. Note that <pathname> represents the fully qualified path to the directory where the backup will be created.
    - SQLCMD 
    - BACKUP DATABASE wt_sched 
    - TO DISK = '<pathname>\wt_sched.bak' 
    - WITH FORMAT; 
    - GO 
    
    - SQLCMD 
    - BACKUP DATABASE wtMaster 
    - TO DISK = '<pathname>\wtMaster.bak'
    - WITH FORMAT; 
    - GO 
                        

Verify System Requirements

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Verify that your installation meets the hardware and software requirements for Webtrends Analytics and Visitor Data Mart.

Add Roles

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  1. Start the Server Manager.
  2. Click Roles and select Add Roles. (Click Next in the Before You Begin dialog if it appears.)
  3. In the Select Server Roles dialog, add Application Server and Web Server (IIS), adding any required features if prompted, and click Next.

  4. Click Next on the Application Server dialog.
  5. Click Next.
  6. Add the Application Server Role Service Web Server (IIS) Support, adding any required features if prompted.
  7. Add Message Queuing Activation under the Windows Process Activation Service Support, adding any required features if prompted, and click Next.

  8. Click Next in the Web Server (IIS) dialog.
  9. Scroll down in the role services dialog and add IIS 6 Management Compatibility (subcomponents are automatically selected), adding any required features if prompted.

  10. Click Next.
  11. Click Install.

    After a few minutes, the Installation Results screen appears.

  12. Click Close.

Add Service Accounts

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Note: Webtrends requires a domain account to run services. Local accounts do not allow installation of Webtrends on any distributed machines, which includes additional options such as analysis machines, Insight, Realtime Engine, etc.
  1. Open the local security policies: Administrative Tools/Local Security Policy.

    The Local Security Policy window opens.

  2. Navigate to Local Policies > User Rights Assignment .
  3. Add the service account to the following local security policies (regardless of whether the user already belongs to existing groups in these policies).
    • Act as part of the operating system
    • Allow log on locally
    • Debug programs
    • Log on as a service
  4. Add the service account to the Local Administrators group:
    1. Open the Server Manager.
    2. Navigate to Local Users and Groups/Groups.
    3. Add the service account to the Administrators group.

Turn off User Account Control (UAC)

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Note: User Account Control must be disabled to install Webtrends Analytics. If you do not disable UAC, the installation fails and returns an error code (1001, 1603) or a message about account restrictions.
  1. Open Control Panel.
  2. Click User Accounts.
  3. Click User Accounts.
  4. Click Change User Account Control Settings.
  5. Drag the slider bar to Never Notify.

  6. Click OK.
  7. Restart the computer. A prompt to restart appears briefly and then disappears. If you miss the prompt, use the menu to restart the computer.
    Note: After changing these settings, the computer must be restarted before you start the Webtrends installer.
  8. Run Windows Update to get the latest patches for the installed components.

Run the Analytics Installer

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  1. If you have not already done so, download the Webtrends Analytics installation files available from Webtrends Technical Support.
  2. Right-click the installation file and select Run as administrator.
  3. Unzip the wt-windows.exe file to a local directory.
  4. Open a Command Prompt window and locate the Webtrends Setup directory you created in the previous step. Run the following command: setup.exe SKIP_BETAS The setup process launches.
  5. Accept the license agreement and click Next.
  6. Select the directory in which to install Webtrends Analytics. C:\Program Files\Webtrends is the default.
  7. The Select the Components to Install dialog lists all the Webtrends components installed on your network. However, only the components installed on the current computer are selected for upgrade. You must run this upgrade on the other computers in your network where the other Webtrends Analytics components are installed. Accept these default selections and click Next.
    Note: Insight Dashboard, Insight Alerts and Realtime Engine, and Data Extraction API are not available for upgrading to 9.2c.
    Figure 1. Components to Install Display of components installed on a network
  8. Accept the default Single User Account and click Next.
  9. Enter the username, password and domain of the service account user you configured prior to installation and click Next.
  10. Verify the list of components that you are about to install. If you are satisfied, click Install. Otherwise, click Back to make adjustments.
  11. When the installation completes, click Finish to close the Installation wizard.
  12. Validate the installation. Click the Webtrends On Premises desktop icon. Log on as you normally would.

Run the Visitor Data Mart Installer

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Important: The time it takes to upgrade Visitor Data Mart depends on the number of databases you have; the more data, the longer the upgrade. Organizations with multiple databases may run an hours-long upgrade. To allow sufficient time, consider upgrading after office hours or over the weekend.
  1. If you have not already done so, download the Webtrends Visitor Data Mart installation files available from Webtrends Technical Support.
  2. Right-click the installation file and select Run as administrator.
  3. Unzip the wt-windows.exe file to a local directory.
  4. Open a Command Prompt window and locate the Webtrends Setup directory you created in the previous step. Run the Visitor Data Mart setup command, which is available from Webtrends Technical Support.
  5. Accept the license agreement and click Next.
  6. Select the directory in which to install Webtrends Visitor Data Mart. C:\Program Files\Webtrends is the default. Click Next.
  7. Select Continuing a distributed installation with the Master Database already installed. Provide the host, instance, and port of the SQL database. The instance name of the Webtrends Master Database is typically wtsystemdb. For a standard upgrade, leave the Port field blank. Click Next.
  8. The Select Components to Install dialog lists all the Webtrends components installed on your network. However, only the Visitor Data Mart component is selected for upgrade. Accept this default selection and click Next.
    Note: Do not change any other check boxes in the list.
  9. Enter the username, password and domain of the service account user you configured prior to your Analytics upgrade. This account should have read and write permissions for any shared directories that Webtrends uses. Click Next.
  10. In the Storage Locations dialog, enter a Uniform Naming Convention (UNC) path to the share that stores VDM data such as lookup table upload files. Click Next.
  11. Verify the list of components that you are about to install. If you are satisfied, click Install. Otherwise, click Back to make adjustments.
  12. When the installation completes, click Finish to close the Installation wizard.
  13. Validate the installation.
  14. Configure the Log File Management Role
  15. Enable User Account Control, which was disabled for installation.

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