Description

This guide provides step-by-step instructions for performing an in-place operating system (OS) upgrade from Windows Server 2019 to Windows Server 2022 on a server running eDiscovery Platform (eDP) v10.3.1. The process ensures compatibility with the supported environment while minimizing risks. Following these steps will help maintain system integrity and avoid potential issues during the upgrade.

Is it supported to perform an in-place OS upgrade from Windows Server 2019 to Windows Server 2022 for eDiscovery Platform (eDP) v10.3.1, and what are the steps and considerations?

Prerequisites and Considerations

Before proceeding with the in-place OS upgrade, ensure the following:

1. Compatibility: For this or any other upgrade in the future, always check for compatibility.
2. Backup: Create both a full system backup and an appliance backup to safeguard against data loss or system failure.
3. Environment: Confirm that the server environment (UAT or PROD) is ready for the upgrade, and schedule downtime if necessary.

Step 1: Full System Backup

• For Physical Servers:
  • Use backup software or install Windows Server Backup.
  • Perform a complete system backup, including all local drives (e.g., C: and D:).
  • Store the backup on a file server or external storage.
• For Virtual Machines (VMs):
  • Create a checkpoint/snapshot of the virtual machine. This is the preferred method for VMs.

Step 2: Appliance Backup

• Open the Clearwell Utility on the eDP server.
• Select Option 1 to create an Appliance Backup.
• Name the backup uniquely, e.g., FullBackupPriorToUpgradeOfOS.

Step 3: Perform the OS Upgrade

• Launch the Windows Server 2022 installation process.
• Choose the option to keep current programs and files (do not select a clean install).
• Follow the on-screen instructions to complete the upgrade.
• After the installation, restart the server as prompted.

Step 4: Post-Upgrade Validation

• Log in to the server and verify that all eDP services have started successfully.
• Access the eDP application and confirm that it is functioning as expected.
• If any issues arise that cannot be resolved, revert to the snapshot/checkpoint or restore the system using the backups created in Steps 1 and 2.

Additional Notes

• If reverting to a backup is required, consider performing a clean installation of Windows Server 2022, reinstalling eDP, and restoring the appliance backup.
• Ensure that all necessary updates and patches for Windows Server 2022 are applied after the upgrade.

Conclusion

By following these steps, you can perform an in-place OS upgrade from Windows Server 2019 to Windows Server 2022 for eDP v10.3.1 while minimizing risks and ensuring system compatibility. Always prioritize backups and validation to safeguard your environment.