How to: Direct upgrade path from Backup Exec 11d/12.0/12.5/2010/2010 R2 for Windows Servers to Backup Exec 2010 R3
Backup Exec for Windows Servers versions 11d/12.0/12.5/2010/2010R2 can be directly upgraded to version 2010 R3. A fresh installation of Backup Exec 2010 R3 can also be performed, if it is not necessary to retain the existing version's configuration information.
Note: Before either performing a direct upgrade or fresh install of Backup Exec 2010, the following is strongly recommended:
- Run a full backup of the local media server
- Reboot the machine to confirm all Windows and other third party patches or updates have completed.
- Make sure all the latest firmware and driver updates have been applied to the machine's hardware (i.e.: SCSI/Raid, Network Card(s), Motherboard, Video Card, etc...). Updates for machines that are proprietary models (not a custom built clone) should be obtained from the hardware manufacturer. For example, if the media server is an HP Model, all the latest SofPaqs and RomPaqs for that machine should be applied.
- Review the Backup Exec 2010 | 2010 R2 | 2010 R3 (Software Compatibility List) and HCL (Hardware Compatibility List) to confirm the applications and tape hardware being used with version 11d/12.0/12.5/2010/2010R2 are also compatible with version 2010 R3
- Document the existing serial numbers (Product Activation Keys) from the existing version.
- http://www.symantec.com/docs/TECH87335 - Where does Backup Exec store the licensing information
- Stop all of the Backup Exec services, including the SQL(BKUPEXEC) service. Copy the catalogs and data folders from the <volume>:Program FilesSymantecBackup Exec directory to an alternate, safe location.
- Confirm there is a valid System Account at Network > Logon Accounts in the Backup Exec User Interface (Figure 1). Logon to the media server as this account. Make sure the Backup Exec Services are also running under this account (except for the Remote Agent which logs on as Local System) in the Windows Services Applet.
- Note: If the services are running under a different account and/or if the System Account/credentials are no longer valid, perform the steps in the following document: How to resynchronize the Backup Exec for Windows Servers System Logon/Service account and installation to potentially resolve functional issues with the application - http://www.symantec.com/docs/TECH59776
I. When NOT to upgrade
If it is not necessary to retain the settings from the existing version, then a fresh installation of Backup Exec 2010 R3 can be performed by simply uninstalling the existing version, rebooting, and then running the Backup Exec 2010 R3 installation. After the installation completes, the catalogs from the previous installation can be copied into the new catalogs directory to retain the previous restore selections, so the previous backup media do not have to be cataloged. For more information on this, review the following document:
II. When to upgrade
When there are a large number of selection lists, jobs, policies, media sets, etc... that would take a considerable amount of time to recreate, it may be desirable to perform an upgrade to retain this information.
It also may be necessary to upgrade a CASO (Central Administrator Server Option) or SSO (San Shared Storage Option) Primary Machine, so that all the managed media servers can still properly communicate with the main media server once it is running version 2010 R3. These managed machines will need to be upgraded too, once the CASO or SSO Primary machine is at version 2010 R3. For more information, review the "Upgrading a CASO Environment" Section in the following document:
III. How to perform a direct upgrade to 2010 R3