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What's New? | Customer Fixed Issues and Known Issues | Prerequisites | Installation, Configuration, and Upgrade

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Installation, Configuration, and Upgrade

The following sections provide information related to installation, configuration, and upgrade of the SummitAI application:

Important Notes About v4.1.4 Setup and Installation
Patch Update for .NET Framework
Security Best Practices for SummitAI Application Deployment
SummitAI Upgrade Steps
Installing PsExec Tool
Post Installation Steps
Oracle and IBM Client Configuration
Online Help Upgrade
BI Reports
Maximum File Size for Attachments

Important Notes About v4.1.4 Setup and Installation

Points to be Noted During v4.1.4 Installation

While installing the v4.1.4 Web setup on the SummitAI Server, ensure to install English OS and English supported DB only. Furthermore, the SummitAI Proxy Data Collector service needs to be installed on the English OS Server.
The Web URL created on English OS Server can be accessed through the Client Machines, which have another language OS, such as English, Chinese, Japanese, and so on. This enables the end users to use the Web URL created in the English OS Server and access SummitAI Suite applications for inputting data in different languages.
The SUMMIT Proxy can be installed on the Client Servers, which has other language OS, such as English, Chinese, Japanese, and so on.

Double-Byte Character Support for SummitAI IT Management Suite

To enable multi-language support for SummitAI IT Management Suite, a basic support for double-byte characters is activated. Now, the application accepts the inputs in any of the language it is typed in and stores it in the same language in the database tables. Whenever required, the data is retrieved and displayed in the respective languages on the GUI.

In the v4.1.4 release, the SummitAI application Graphical User Interface (GUI) is displayed in English. However, the end users can enter the input data or text in any of the languages, such as English, Chinese, Japanese, and so on in the text editable fields.

Note:

In v4.1.4 release, entering text in the E-mail Address and Password fields are supported only in English language. Hence, it is highly recommended to enter the data in the E-mail Address and Password fields on any of the pages for the application in English language only. While logging into the application or configuring the user details, or in any other pages within the application, wherever there is a need to enter the e-mail address and password details, ensure to enter the text in English language. If you enter the details in any other language, the Application throws an error.

Patch Update for .NET Framework

For .NET Framework 3.5 software, Microsoft has released a patch. It is recommended to apply the .NET Framework 3.5 Service Pack 1 (MS KB 958481, 958483, 958484 patches) after the successful installation of v4.1.4 SummitAI IT Management Suite setup on the SummitAI Server. This helps to avoid occurring of unforeseen errors in the application. You can download the patch from the http://support.microsoft.com/kb/959209 link.

Note:

After the successful deployment of the patches mentioned above, please restart the IIS on SummitAI Server.

SummitAI Upgrade Steps

To upgrade the database of the SummitAI Suite from the prior version v4.1.4 hotfix to Denali SP1, do the following:

All old configuration of the Auto Problem Record creation will be deleted when you upgrade from pre-Denali SP1 to Denali SP1 or a later release. Hence, the Administrator needs to do configurations based on CONDITION and TARGET fields again.

For more information, see Configuring Auto Create Problem Records.

Assumptions
Scripting
Pre Upgrade Steps
Database Upgrade from v4.1.4 Hotfix To v5.7SP5
Database Upgrade from v5.7SP5 to ALPS
Database Upgrade from ALPS to ALPS SP1
Database Upgrade from ALPS SP1 to SIERRA
Database Upgrade from SIERRA to SIERRA HF01
Database Upgrade from SIERRA HF01 to SIERRA SP1 HF01
Database Upgrade from SIERRA SP1 HF01 to Denali
Database Upgrade from Denali to Denali SP1
Database Upgrade from Denali SP1 to Denali SP3
Database Upgrade from Denali SP3 to Tahoe
Database Upgrade from Tahoe to Tahoe SP1
Database Upgrade from Tahoe SP1 to Tahoe SP3
Database Upgrade from Tahoe SP3 to Tahoe SP3 HF01
Database Upgrade from Tahoe SP3 HF01 to Tahoe SP3 HF01 V1
Database Upgrade from Tahoe SP3 HF01 V1 to Elbrus
Database Upgrade from Elbrus to Elbrus SP1
Database Upgrade from ElbrusSP1to Elbrus SP2
Database Upgrade in BI Report and Global Search

Assumptions

Before executing the database upgrade scripts, it is assumed that you have successfully installed the SummitAI Suite base version 4.1.4 hotfix or above.

Scripting

There is no impact to the JavaScript codes written using the Scripting functionality when the SummitAI application is upgraded to a later version. However, if there are changes on the Application interface in the later version where the fields referred in the JavaScript code are modified (fields removed, data type changed, etc.), there will be an impact on such JavaScript codes. Such JavaScript codes need to be validated and modified (as required).

Pre Upgrade Steps

Before you start with the database upgrade of SummitAI, we recommend that you perform the following:

On the SummitAI Database Server, open the Microsoft SQL Server Management Studio tool. Connect to the SummitAI database Instance. Take the backup of the complete SummitAI database.
On the SummitAI Server, ensure that you take a backup of the folders where the attachment files are saved. In general, the attachment files are saved in the application root directory.

Application Root Directory: \\SummitWeb\<databasename>-ModuleCode-Attachments.

Example of the Attachment Files folder name is ‘summitDB-im-attachments’, where summitDB is the database name, im is the module code for Incident Management and attachments is the folder name.

Database Upgrade from v4.1.4 Hotfix To v5.7 SP5

To perform the database upgrade from v4.1.4 hotfix to v5.7 SP5, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

V4.1.4 HF

Please download the scripts from below path which having the
upgrade scripts rom v4.1.4 HF to v5.7SP5 B005

https://summitbuild.blob.core.windows.net/common/SummitUpgradescripts_v4.1.4HF_to_v5.7SP5_B005_02Jan2019.zip

v5.7 SP5 B005

Database Upgrade from v5.7SP5 to ALPS

To perform the database upgrade from v5.7SP5 to ALPS, do the following:

Schema Version	Upgrade Script	Upgraded Schema Version
v5.7 SP5	1.Summitupgrade_v5.7SP5_B005_02Jan2019_to_ALPS_01Apr2019.sql	ALPS

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\Summitv5.7 SP1UpgradeScripts\

Database Upgrade from ALPS to ALPS SP1

To perform the database upgrade from ALPS to ALPS SP1, do the following:

Schema Version	Upgrade Script	Upgraded Schema Version
ALPS	2.Summitupgrade_ALPS_01Apr2019_to_ALPS_SP1_B006_4thJune2019.sql	ALPS SP1

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\Summitv5.7 SP1UpgradeScripts\

Database Upgrade from ALPS SP1 to SIERRA

To perform the database upgrade from ALPS SP1 to SIERRA, do the following:

Schema Version	Upgrade Script	Upgraded Schema Version
ALPS SP1	3.Summitupgrade_ALPS_SP1_B006_4thJune2019_to_SIERRA_26thAug2019.sql	SIERRA

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\Summitv5.7 SP5UpgradeScripts\

Database Upgrade from SIERRA to SIERRA HF01

To perform the database upgrade from SIERRA to SIERRA HF01, do the following:

Schema Version	Upgrade Script	Upgraded Schema Version
SIERRA	4.Summitupgrade_SIERRA_26thAug2019_SIERRA_HF01_B002_11thOct2019.sql	SIERRA HF01

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAIALPSUpgradeScripts\

Database Upgrade from SIERRA HF01 to SIERRA SP1 HF01

To perform the database upgrade from SIERRA HF01 to SIERRA SP1 HF01, do the following:

Schema Version	Upgrade Script	Upgraded Schema Version
SIERRA HF01	5.Summitupgrade_SIERRA_HF01_B002_to_SIERRA_SP1_HF01_B008_10^thDec2019.sql	SIERRA SP1 HF01

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitvALPSUpgradeScripts\

Database Upgrade from SIERRA SP1 HF01 to Denali

To perform the database upgrade from SIERRA SP1 HF01 to Denali, do the following:

Schema Version	Upgrade Script	Upgraded Schema Version
SIERRA SP1 HF01	6.Summitupgrade_SIERRA_SP1_HF01_B008_10^thDec2019_to_DENALI_B025_8^thApr2020.sql	DENALI

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Denali to Denali SP1

To perform the database upgrade from Denali to Denali SP1, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

DENALI

7.Summitupgrade_DENALI_B025_8^thApr2020_to_DENALI_SP1_20^thJul2020.sql

Note:

The upgrade steps of Denali HF01 are merged with this script.
The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

DENALI SP1

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Denali SP1 to Denali SP3

To perform the database upgrade from Denali SP1 to Denali SP3, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

DENALI SP1

8.Summitupgrade_DENALI_SP1_20^thJul2020_to_DENALI_SP3_12^thJan2021.sql

Note:

The upgrade steps v5.7 SP5 HF18, Alps SP1 HF16, Sierra SP1 HF10, Denali HF05, Denali SP HF01, Denali SP1 HF02, and Denali SP1 HF03 are merged with this script.

The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

DENALI SP3

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Denali SP3 to Tahoe

To perform the database upgrade from Denali SP3 to Tahoe, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

DENALI SP3

9.Summitupgrade_DENALI_SP3_12^thJan2020_to_Tahoe_27^thApr2021.sql

Note:

The upgrade steps DENALI SP3 HF01, 5.7 SP5 HF20, ALPS SP1 HF19, SIERRA SP1 HF13, DENALI SP3, DENALI HF08, DENALI SP1 HF06, DENALI SP3 HF02, and Patch release for DENALI SP3 HF02 (B010-31st March 2021) are merged with this script.
The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

Tahoe

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Tahoe to Tahoe SP1

To perform the database upgrade from Tahoe to Tahoe SP1, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

TAHOE

10.Summitupgrade_TAHOE_27thAprl_2020_to_TAHOE_SP1_1stOct2021

Note:

The upgrade steps of all HotFixes till August are merged with this script.
The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

TAHOE SP1

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Tahoe SP1 to Tahoe SP3

To perform the database upgrade from Tahoe SP1 to Tahoe SP3, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

Tahoe SP1

11.Summitupgrade_TAHOE_SP1_1stOct2021_to_TAHOE_SP3_1stMar2022

Note:

The upgrade steps of Alps SP1 HF26, Sierra SP1 HF22, Denali HF15, Denali SP1 HF15, Denali SP3 HF10, Tahoe HF04, and Tahoe SP1 HF02 are merged with this script.
The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

TAHOE SP3

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Tahoe SP3 to Tahoe SP3 HF01

To perform the database upgrade from Tahoe SP3 to Tahoe SP3 HF01, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

Tahoe SP3

12.Summitupgrade_TAHOE_SP3_1stMar2022_to_TAHOE_SP3_HF01_B017_23rdApr2022

Note:

The upgrade steps of HFs released from Dec 2021 to Feb 2022 are merged with this script.
The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

TAHOE SP3 HF01

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Tahoe SP3 HF01 to Tahoe SP3 HF01 V1

To perform the database upgrade from Tahoe SP3 HF01 to Tahoe SP3 HF01 V1, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

Tahoe SP3 HF01

13.Summitupgrade_TAHOE_SP3_HF01_B017_23rdApril2022_to_TAHOE_SP3_HF01_B032_31stMay2022

Note:

The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

TAHOE SP3 HF01 V1

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Tahoe SP3 HF01 V1 to Elbrus

To perform the database upgrade from Tahoe SP3 HF01 V1 to Elbrus, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

Tahoe SP3 HF01 (V1)

14.Summitupgrade_TAHOE_SP3_HF01_B032_31stMay2022_to_Elbrus_B043_27thDec2022

Note:

The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

Elbrus

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Elbrus to Elbrus SP1

To perform the database upgrade from Elbrus to Elbrus SP1, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

Elbrus

15.Summitupgrade_Elbrus_B043_27thDec2022_to_ElbrusSP1_B014_23rdJune2023

Note:

The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

Elbrus SP1

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade from Elbrus SP1 to Elbrus SP2

To perform the database upgrade from Elbrus SP1 to Elbrus SP2, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

Elbrus SP1

16.Summitupgrade_ElbrusSP1_B014_23rdJune2023_to_ElbrusSP2_B028_6thNovember2023

Note:

The above upgrade step is applicable only for the SummitAI application instances that are not enabled for GDPR. These steps are already available in the migration tool for the SummitAI application instances, which are enabled for GDPR.

Elbrus SP2

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\SummitAISIERRAUpgradeScripts\

Database Upgrade in BI Report and Global Search

To perform the database upgrade in BI Report and Global Search script, do the following:

Schema Version

Upgrade Script

Upgraded Schema Version

BI-Report and Global Search

17.SummitMigrationscripts_enable_BIReport_GlobalSearch

De-normalization Process Steps.doc – Refer DN Process documents and how-to setup the Linked Server configurations.
DN_Scripts-ONLY_FOR_NEW_IMPLE_NotUpgrade
Note: The DN_Scripts.sql is only executed for new implementation not for the upgrade.
Upgrade_Scripts_Till_Elbrus SP2
Post DENALI, you can run this script to upgrade the DN schemas.
Notes:
- Drop the dependent index completely if there is an error while dropping the column.
- While altering the column type or length, take the backup of dependent index and drop. After executing the alter command, recreate the index.
DB_Server_Configuration_LoadData
Follow mentioned steps, in case change in DN configuration
Views.sql
PostScripts.sql
Note:
- To enable the BI Configuration, follow the steps given in the DeNormalization Process Steps document.
- Denormalization: If the SR_RPT_DN_ServcieTicketMaster contains around 1.5 lacks records, the post-deployment script runs approximately 3 minutes to update old records for [Resolved Updated By ****] columns. Based on the volume of the records and index, the actual execution time may vary.

SummitAI Global Search (Mandatory)

Global Search_Configuration_Linked Server Environment.docx
SummitSearch_FullTextEnabledTable_Script_LinkedServer.sql
Enable outbound transaction for Linked Server.docx
BI Report-Emails & Scheduling (Pushreport).docx

Note:

The scripts written in the Global Search_Configuration_Linked Server Environment document are for reference purpose only. Ensure that you execute SummitSearch_FullTextEnabledTable_Script_LinkedServer.sql.
To enable the Summit Global Search, follow the steps given in Global Search_Configuration_Linked Server Environment document.
To access BI report related pages, the user needs to update the SummitAI license. For more details, see Enhancement on ROLE TEMPLATE feature in v5.5 SP1 B005 RN.

WithGDPR_Enablescripts

01. DN_Enable_GDPRChanges.sql

Run this script in case GDPR is enabled for the client

Enable BI Reports (Denali SP1)

01.EnableBI_Reports script

Note: For installing BI Reports (Denali SP1), please contact SummitAI Support and Implementation team. It is a one-time script that once executed does not require execution for every upgrade.

Elbrus SP2

All the upgrade script files are available along with SummitAI installer files.

Upgrade Folder Path: <Summit installer CD>\Summit<version no>\UpgradeScripts\

Example: ..\\Summitv5.4UpgradeScripts\

Installing PsExec Tool

SummitAI uses Microsoft PsExec tool to perform the following activities:

SummitAI IT Operations Management: MS Exchange Monitoring
Asset Management: Remote Software Delivery
Incident Management: Service Assist

Ensure to install the PsExec tool on the SummitAI Server, if it does not already exist.

Download link: http://technet.microsoft.com/en-us/sysinternals/bb897553

Place the downloaded psexec.exe file under the following SummitAI installer folder:

..\\Bin\TOOLS\PS\psexec.exe

Example: c:\Inetpub\wwwroot\SummitWeb\Bin\TOOLS\PS\psexec.exe

Post Installation Steps

Post installation of the SummitAI application setup, Izenda API Physical Path manually configured to the proper path. Physical Path: <Installation Directory>\API\Izenda7\

Note:

The APIs for the various modules, Incident, IT Operations, Asset, and BI Reports (Sierra) are part of the SummitAI Application setup.

Oracle and IBM Client Configuration

The Oracle and IBM client configurations are done to monitor the Oracle and IBM databases, respectively.

Oracle Client Configuration

To configure Oracle client, perform the following:

Open the URL http://www.oracle.com/technetwork/database/windows/downloads/utilsoft-087491.html. Alternatively, you can open the URL http://symphonysummit.blob.core.windows.net/customer-build/ODAC1120320Xcopy_32bit.zip.
Download the ODAC component ODAC1120320Xcopy_32bit.zip.
Extract the .zip folder to the <<drive>>:\extracted folder.
Run the command, cd “C:\ SummitAI \ODAC1120320Xcopy_32bit”, to change directory to the extracted folder, cd <<drive>>:\extracted folder.
Run the command, install.bat odp.net20 c:\oracle\11.2\odac odac11, to install Oracle Data Access Components.
Add the following paths of the installed ODAC components in the Environment Variables of the system:

- C:\oracle\11.2\odac
- C:\oracle\11.2\odac\bin
To add these paths in the Environment Variables, perform the following:
1. Click Start, right-click Computer, and then click Properties.
2. On the left side of the Control Panel, click Advanced system settings. The System Properties pop-up page is displayed.
3. On the System Properties pop-up page, click the Environment Variables button under the Advanced tab. The Environment Variables pop-up page is displayed.
4. On the Environment Variables pop-up page, in the System variable section, double-click the variable, Path, to edit it.
5. On the Edit System Variable pop-up page, in the Variable value field, add the text, C:\oracle\11.2\odac;C:\oracle\11.2\odac\bin, at the beginning of the existing text, and then click OK.
6. Restart your system.

IBM Client Configuration

To configure the IBM client, perform the following steps:

Open the URL http://www-01.ibm.com/support/docview.wss?rs=4020&uid=swg21385217. Alternatively, you can open the URL https://symphonysummit.blob.core.windows.net/prerequisites/ibm_data_server_client_winx64_v11.1.zip.
On the following page, click IBM Data Server Client.
In the IBM Data Server Client section, select IBM Data Server Client (Windows AMD64 and Intel EM64T) option, and then click Continue.
Fill in the required details, and then click I confirm.
The .exe file is downloaded. You can install the file to connect to the IBM Database Server.

Online Help Upgrade

While upgrading from earlier version of SUMMIT to v5.7 SP1 HF01, perform the following steps for Online Help configuration:

Delete the existing Online Help folder (~/Webfiles/OnlineHelp) and add new Online Help folder from 5.7 SP1 HF01 upgrade files.

BI Reports

While upgrading from earlier version of SummitAI to v5.7 SP1 HF01, perform the following steps for BI report configuration:

Add the below tag in web.config file and remove the Izenda.config file from (~/Webfiles/) <add key="Izenda:LicenseKey" value="T370 Symphony Summit +DASH +MAPS +LANG +FORMS +VISION+FUSION|Enterprise|6.8|09/30/2016|0|0|0|M|YG6YSZE"/>

Delete the existing Reporting folder(~/Webfiles/Reporting) and add new Reporting folder from 5.7 SP1 HF01 upgrade files
Update the SMTP configuration details in web.config instead of izenda.config

Maximum File Size for Attachments

The default maximum file attachment size is 4 MB. This value can be configured using the following keys in the web.config file:

However, it is recommended to keep the maximum file size limit to 8 MB for best system performance.

Reference Documents

SummitAI IT Management Suite document library comprises the following list of documents:

For all other documents, please contact the SummitAI Support Team.

Support

If you need any technical assistance from the SummitAI Support Team, contact at:

https://support.symphonysummit.com/ or e-mail to summitsupport@symphonysummit.com.

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