Upgrading CES

You can easily upgrade Coveo Enterprise Search (CES) to a newer minor or monthly release version using the installer on Coveo servers (see Checking for Available Coveo Enterprise Search Updates).

Example: You can upgrade from CES 7.0.4781 to 7.0.4784, a new monthly release of the same minor version of CES 7.

The CES installer can perform the upgrade typically in less than 15 minutes, but the upgrade process involves restarting the CES service process. During the few minutes the CES service is stopping and restarting, no queries will be served. If you do not have another Coveo Back-End server (Master or Mirror) set up in a load balancing configuration or a Front-End failover setup, consider performing the upgrade during an off-peak search period (see Configuring Coveo Servers in a Network Load-Balancing Cluster and Configuring a .NET Front-End Server to Use Failover Alternate Back-End Servers).

In short, the installer detects the folder of the current installation, backs up the configuration, sets the index in read-write mode if it is currently in read-only mode, updates the software to the new version, and asks you to stop and restart the CES service.

To upgrade CES on a Coveo server

1. Using an administrator account, connect to the Coveo back-end server on which you want to upgrade CES components.

   Important: When your Coveo deployment includes one or more Mirror servers, you must update the Master server first, and then update the Mirror server(s), repeating this procedure for each back-end server.

2. Ensure that the password of all users used by CES services (including the Diagnostic Tool) to log on are up to date. Otherwise, update the passwords in Windows Service Control Manager (see Configure How a Service Is Started).

3. From the email message that you receive from Coveo, download the appropriate CES installer (32-bit or 64-bit) for the new version. Contact Coveo Support if you need assistance to download the installer.

4. When you have a complex setup involving remote converters, prior to running the installer, proceed with the following requirements:

   1. Disable the indexing process to pause the crawlers (see Disabling or Enabling Indexing) .

   2. Switch the index to read-only mode to terminate on-going conversions properly (see Toggling the Index Between the Read-Write and Read-Only Modes) .

   3. Switch the index back to read-write mode (see Toggling the Index Between the Read-Write and Read-Only Modes) .

5. Run the CES installer of the new CES version.

   Example: When CES 7.0.4781 is installed on the Coveo server, on a 64-bit server, use the Coveo Enterprise Search 7.0 x64 (4784).exe installer to install the CES 7.0.4784 version.

6. CES 7.0.6547+ (March 2014) When Microsoft .NET Framework 4.5 SP1 is not available on your server, a Coveo Enterprise Search 7 Setup dialog box appears. Click Install to download and install the missing Microsoft .NET Framework component.

   Important: The Microsoft .NET Framework installer will require that you restart the server following this installation when no prior Microsoft .NET Framework 4.5 version was installed on your server.

   

7. In the Welcome screen of the Coveo Enterprise Search 7.0 installer, click Next.

8. In the License Agreement screen, read the license terms, select I accept the terms in the license agreement, and then click Next.

9. When upgrading a Master server, in the Configuration screen, it is recommended and set by default to back up customized files (default folder: [CES_Path]\Backups):

   

   1. Optionally, click Configure, and then in the Backup Customized Files screen:

      

      1. Clear the Backup customized files to the following folder check box when you do not want to back up customized files.

      2. Click Change to browse and select a different backup folder.

      3. Click OK.

   2. Click Next.

10. In the Installing the program screen, click Install.

    Note: If you get an error, ensure that the passwords of all users used by CES services (including the Diagnostic Tool) to log on are up to date before retrying the installation.

11. In the Coveo Enterprise Search 7.0 (x64) Installation dialog box, click Yes to continue the installation, acknowledging the fact that the CES service will be restarted if required.

    

    Note: Restarting the CES Service and IIS typically takes less than a minute during which the CES service is unavailable to your end-users.

    A screen showing the installation progress bar appears.

12. In the installer Installation Successful screen, click Finish.

13. (For complex setups involving remote converters) Enable the indexing process to resume the crawlers (see Disabling or Enabling Indexing) .