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Use the following workflows to upgrade your current Relativity installation to Server 2024.
To begin your upgrade process, address custom solutions and scripts before downloading the Relativity installer. Once you complete the workflow specific to your upgrade path, we recommend completing the post-installation verification tests post-upgrade to confirm that your environment has been upgraded properly.
We recommend preparing for your upgrade process by using the Pre-Upgrade Checklist. You can use this document to discuss an upgrade strategy for your current installation of Relativity with the Customer Support team.
Addressing custom scripts that trigger imaging jobs
Please note that if you use custom scripts that trigger imaging jobs, they may no longer work after upgrading.
This is because the components that those custom scripts rely upon no longer exist due to the changes made to the imaging framework, which are listed below. The imaging operations performed by these custom scripts are not accounted for in the KCD Snapshot Solution script.
- The Imaging Set Manager and Worker agents have been deprecated.
- The Imaging Set Queue table has been deprecated.
- The Imaging API now submits an imaging job directly to Invariant, worker manager server.
Required pre-upgrade steps for all Relativity versions
Before you begin your upgrade, you must complete the following pre-upgrade steps.
Click to expand required pre-upgrade steps for all Relativity versions
Complete the following steps and verify you have the necessary information required for all upgrades of Relativity. Depending on your upgrade path, you may have additional configuration or other tasks to perform specific to the version of Relativity you're installing.
Make sure you have the appropriate system admin permissions in Relativity before beginning the upgrade.
Confirm that jobs are not running in any of the queues. If the agents are running, they may attempt to run a job against a database that does not have an upgraded schema and cause serious errors in your Relativity environment.
Back up your Relativity environment
Back up your SQL databases and your Relativity IIS websites before you begin the upgrade process. You should also back up both the structured analytics sets and analytics indexes before your upgrade to ensure that there is no data loss. This may take a while so it's recommended to run analytics backups either during the week of or the week prior to your upgrade. Usually this data does not change daily, so this helps to mitigate any data loss.
Reboot machines with Windows updates
After installing Windows updates, reboot your machines before attempting to install Relativity. Complete this step to ensure that all Relativity components are properly installed. Incomplete Windows updates lock system files, which may cause silent failures and prevent the proper installation of Relativity components.
Server upgrade workflow
Use the following workflow to upgrade your Relativity instance to Server 2024.
Note: Never upgrade your Relativity version while there are jobs of any type currently in progress in your environment. Doing this leads to inaccurate results when you attempt to finish those jobs after your upgrade is complete. This is especially important for imaging and processing jobs.
- Notes:
- Before you upgrade, verify that you meet all requirements outlined in Pre-installation.
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The Worker Manager cannot be upgraded until the web server used for the ProcessingWebAPI instance setting/IdentityServerURL in the Invariant.dbo.app Settings table is upgraded. If those links are pointed to a load balancer, then all web servers must be upgraded first.
- Once you've completed upgrading core servers—Secret Store andPrimary SQL—all remaining servers can be upgraded in any order or in parallel.
- Install Secret Store and configure all machines in your environment to access it. This step must be completed before the Relativity upgrade. For more information, see Secret Store.Note: Upgrading Secret Store and having to run the configure-service command will lock Secret Store and impact users.
- Stop RabbitMQ and the following Agent Services: kCura Service Host and kCura EDDS Agent Manager.
- Stop the following Web Services: kCura Service Host, kCura Web Processing, and IIS.
- Stop the Invariant Queue Manager Service, Analytics Service, and Data Grid Elastic Services.
- Run the Relativity installer on your Primary SQL Server to upgrade the EDDS database and install the required library applications. You cannot access your Relativity environment until you complete this step. Depending on what version you're upgrading from, this process may start automatically after the installer is finished running. See Upgrading your SQL Server.
- Run the Relativity Messaging Broker installation on the messaging broker server.
- Run the Relativity installer on all distributed SQL servers if present. See Distributed SQL Server upgrade.
- Run the Relativity installer on the Agent server. See Upgrading your agent server.
- Run the Relativity installer on the Web server. See Upgrading your web server.
- Confirm that the IIS services are now running. If not, start the IIS service.
- (Optional) Log in to Relativity and click the Workspace Upgrade queue. Set the priority or order on the workspaces as necessary.
Note: After you run the installer on at least one agent server, the system begins upgrading individual workspaces. You can now log in to Relativity to monitor workspace upgrades through the Workspace Upgrade queue.
- Upgrade your worker manager server. For more information, see the Upgrading a worker manager server installation.
Note: If this is your first upgrade to Server 2024 and above, you must upgrade any worker servers after upgrading your worker manager server.
- Upgrade Relativity Analytics. See Upgrading or installing your Analytics server.
- Apply the latest hotfixes for your Relativity version.
