DMA OperationsGuide Upgrading the Software
390 Polycom, Inc.
Basic Upgrade Procedures

To install an upgrade

1Put the upgrade package file somewhere on or accessible from your PC.

2Go to Maintenance > Software Upgrade.

3In the Actions list, click Upload.

4Select the upgrade package file and click Open.

The File Upload dialog box indicates when the upload is complete.

Caution

Always check the upgrade version release notes before installing an upgrade.
The upgrade installation process automatically creates a backup, which enables
you to roll back an upgrade (restore the previous version) if necessary. As a
precaution, however, we recommend that you download a recent backup file before
you begin to install an upgrade. See “Backing Up and Restoring” on page 381.
You can roll back only the last applied upgrade. Rolling back an upgrade restores
the database to its state prior to the upgrade, so data may be lost.
The procedure below is for:
•Installing any software upgrade on a single-server or two-server system that’s
not part of a supercluster.
•Installing a patch (supercluster-compatible software upgrade) on a cluster that’s
part of a supercluster. In that case, you repeat the procedure on each cluster.
To apply a major or minor software upgrade (not supercluster-compatible) to a
superclustered system, see “Incompatible Software Version Supercluster
Upgrades” on page395.
To minimize the time required for an upgrade:
•If the upgrade requires a new license, obtain the license activation key(s) ahead
of time.
•Download a recent backup and upload the upgrade package file (the first five
steps below) ahead of time. For a supercluster, do this on each cluster.
•Perform the remainder of the procedure during a maintenance window when
there are no calls or conferences so that you can immediately take the cluster
out of service instead of having to wait for all activity to end.
Using a maintenance window with no calls on the system also eliminates any
concerns about whether the remaining clusters of a supercluster have
sufficient capacity to handle the load of the cluster being upgraded.
To successfully redirect certain older or third-party endpoints to a different Call
Server in the supercluster, one of the following may be necessary:
•Managed endpoints may be re-provisioned by the Polycom RealPresence
Resource Manager system, CMA system, or third-party endpoint management
system responsible for them.
•Unmanaged endpoints may be manually reconfigured and if necessary
restarted (in some cases, restarting an endpoint may be sufficient).