Before you upgrade Connection Server or before you upgrade any of the vSphere components that Connection Server relies on, you must perform several tasks to ensure that these upgrades are successful.

Tasks to Perform on Only One Instance in a Replicated Group

Before you begin upgrading any Connection Server instances, perform the following tasks using only one of the instances. Because the instances are replicated, the settings on one instance are the same as the settings on the others:

  • If Connection Server is installed in a virtual machine, take a snapshot of the virtual machine.

    For instructions on taking snapshots, see the vSphere Client online help. If you ever need to revert to this snapshot and if you have other Connection Server instances in a replicated group, you must uninstall those instances before you revert the master to the snapshot. After you revert, you can reinstall the replicated instances and point to the instance you reverted.

    You can label the snapshot Upgrade Preparation Phase.

  • Open Horizon Administrator and document all the global settings and settings for desktops and pools: Pools section and Desktops section in the Inventory tree, and the Global Settings section in the View Configuration tree.

    For example, take a screen shot of the applicable settings.

  • If your deployment currently uses the Local Mode feature, ask end users to check in their Local Mode desktops, or use Horizon Administrator to roll back the Local Mode desktops so that no desktops are shown as checked out in Horizon Administrator.

    Important:

    If any Local Mode desktops are checked out at the time you run the Connection Server installer to install the upgrade, the upgrade will fail.

  • If your deployment currently uses the Local Mode feature, open Horizon Administrator, go to View Configuration > Servers, and remove all Transfer Server instances.

  • Use the vdmexport.exe utility to back up the LDAP database.

    For instructions, see the administration guide for your current version of the View Administration document.

Tasks to Perform for Each Instance Just Before Upgrading

  • Verify that the virtual or physical machine on which the current Connection Server instance is installed meets the system requirements for the new version.

    See Horizon Connection Server Requirements.

  • Document the IP address and system name of the machine on which Connection Server is installed.

  • Determine if your company has written any batch files or scripts that run against the View database on the Connection Server instance, and if so, document their names and locations.

  • Open Horizon Administrator and document all the settings that are specific to this instance.

    For example, go to View Configuration > Servers > Connection Servers, select the Connection Server instance in the table and click Edit. You can take a screen shot of each tab in the Edit Connection Server Settings dialog box.