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Instructions for Upgrading SAFARI Montage OS to Version 4.2.x

Please note that these upgrade instructions are ONLY for upgrades to installations of version 2.3.13 or higher. If you are currently running a version prior to 2.3.13, you will need to update your installation to 2.3.13 first.

Contents — One(1) Upgrade DVD:

• SAFARI Montage – 4.2.x Upgrade DVD – Disc 1 of 1

Please read these instructions in their entirety before you begin:

• These instructions and all related documents are available online at http://www.safarimontage.com/support/
• It is important that you review the SAFARI Montage 4.2.x Release Notes available online as these may include Known Issues you should understand before running the upgrade.
• Review the SAFARI Montage System Requirements, which include important information that will ensure your environment meets all requirements.
• Include time to backup your system in your update planning.
• No one should use the SAFARI Montage System during the update process, so please run the update off-hours.
• Review any questions with Technical Support in advance. Please note that SAFARI Montage Technical Support is available Monday – Friday from 8 a.m. to 6 p.m. Eastern Time and may be contacted by telephone at 800-782-7230 or online via http://www.safarimontage.com/support/.

Important Considerations:

1. SAFARI Montage Media Player Deployment:
• We recommend you update all client computers to the current version of the SAFARI Montage Media Player prior to running the OS upgrade. Not doing so will result in all users receiving an alert upon logging in to SAFARI Montage instructing them to upgrade the player. The latest version of the player is available for download at http://www.safarimontage.com/support/.
2. Determine the version of SAFARI Montage OS that you are running by clicking the "Admin" tab. Then click on "System" within the "Settings" menu on the left nav.
• If you are upgrading from version 3.2.x or later:
• This upgrade requires approximately two hours to complete for each server in your environment.
• If you are upgrading from version 2.3.13 - 3.1.x:
• This upgrade includes significant database updates and optimizations and may take from four to six hours to complete on your primary server, after which updates can be distributed and synchronized to your expansion and child servers.
• The total time to complete the update will depend upon the number of servers in your specific environment, so please use the following guidelines when planning your schedule:
• 1 or 2 servers can be upgraded overnight.
• 3 or more servers should be upgraded when 1-2 days of downtime can be scheduled.
• Once the software update is complete, the SAFARI Montage server will reboot and the database optimization process will begin automatically.
3. If monitoring the update from the console, be aware that the system may appear to be inactive at certain times during the update. This does not mean that the update has stopped.

If you are running WAN Manager with Expansion Server(s):

1. The Expansion Controller must be upgraded first. See Upgrade Instructions below.
2. Once the Expansion Controller has been upgraded, it will automatically push the upgrade to all of the Expansion Servers. The progress of the upgrade can be viewed by browsing to Admin -> Expansion Server -> Expansion Servers.

If you are running WAN Manager with Remote School Server(s):

1. The WAN Manager Parent server must be upgraded first. See Upgrade Instructions below.
2. Once the upgrade is completed on the WAN Manager Parent server, you will be able to automatically ‘push’ the upgrade to the Remote School Servers, thereby eliminating the need to upgrade them separately onsite.
1. Navigate to Admin -> WAN Manager -> Remote School Servers
2. Either check ‘Remote update all servers,’ which will update five servers at a time until they have all been upgraded, or select individual servers to be upgraded by checking the box next to the server name.

Total time to upgrade all expansion and/or remote school servers will depend upon the total number of servers and available bandwidth. The upgrade will be downloaded to each remote server, where the upgrade process will run automatically and take approximately one to two hours. If ‘Remote update all servers’ is selected, servers will be processed in groups of five and upgrades will run concurrently on each group of remote servers.

Upgrade Instructions:

1. Backup your SAFARI Montage system via the Administration tools:
1. Navigate to Admin -> Data Recovery -> Backup
2. Perform a full backup setting the backup option ‘Data Only’ to ‘No.’
2. At the SAFARI Montage Console, select ‘Eject Removable Media’ to open the DVD drive and insert the SAFARI Montage Upgrade DVD.
3. Select ‘Update SAFARI Software,’ from the console menu.
4. Select ‘Update from CD or DVD’ to run the software upgrade, which will take approximately one to two hours, after which the server will reboot.
5. If you are upgrading from a version prior to 3.2.x, database optimizations will begin automatically when the server reboots. Please allow at least six hours for this process to complete.
6. When the upgrade is complete, choose ‘Eject Removable Media’ from the SAFARI Montage Console Screen and remove the disc.

Deploying the SAFARI Montage Media Player:

Go to http://www.safarimontage.com/support to download the latest version of the SAFARI Montage Media Player and for instructions on how to deploy the player to your client environment.