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Collaboration Services 3.9.1 - Deployment Guide

About this document About Collaboration Services Architecture and functionality Before you begin Platform considerations Pre-installation planning Prepare for use Collaboration Services upgrade Installation checklists Re-installing Collaboration Services Troubleshooting

Performing the automatic upgrade

Collaboration Services is upgraded from the HQ to the Branches, with the HQ being the last system to be upgraded. When the HQ is updated, the Setup process creates an update package on the HQ, which is then transferred to the Branches. If all of the Branches have been set to automatically update then no further actions are required to perform the update.

To upgrade, the HQ forest administrator should perform the following steps:

Step 1: Notify branch forest administrators

Notify all branch forest administrators about the upcoming upgrade and have the Branch administrator perform the following task.

To ensure a successful upgrade
1
On the Upgrade page of the Collaboration Services Properties dialog box, select the Enable automatic upgrade check box.
2
Select whether the Collaboration Services server should be restarted automatically after the upgrade and delay the restart for the time interval you specify. Selecting the Send notification and restart computer after upgrade check box will cause a notification to be sent to the email address specified as the notification recipient when the server restarts.
3
Close the Collaboration Services console.

Step 2: Distribute upgrades

The Branches page of the Collaboration Services Properties dialog box lists all of the registered branches. Ensure that every branch in the "Registered branch forests" list has the Send Upgrades check box selected.

For more information about this option, see the Synchronization Partners section of the Quest Collaboration Services User Guide.

Step 3: Upgrade the HQ forest

Step 3: Upgrade the HQ forest

Run the setup of the new version of Collaboration Services on the HQ forest. After the setup is completed, the HQ forest automatically distributes the new version to all branch forests for which the Send Upgrades option is enabled.

* 
NOTE: All inter-forest synchronization activities will be suspended until the upgrade completes for all branches.
NOTE: The HQ forest will be updated last.
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