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Preparing for a Delphix Upgrade (KBA1337)




KBA# 1337


Most Delphix Dynamic Data Platform (previously called Delphix Engine) and Masking Engine software upgrades are managed and conducted by Delphix Support. We require customers to open a support case and provide a support bundle for each platform (engine) to be upgraded. With the advent of self service upgrades from a 5.2 or higher release, we check self service suitability during the pre-upgrade validation and indicate in the case what the process is for the upgrade.  

If not identified as a self service upgrade, the upgrade is conducted with a Delphix Support engineer during a web conference session for which the customer needs to be available.

The time required to complete an upgrade varies depending on the number of dSources and VDBs on the platform. We recommend scheduling VDB (virtual database) downtime and ensuring jobs are not running as they will be canceled by the upgrade. Customers should allow two hours per platform upgrade as most platforms are rebooted during the upgrade process.  

Upgrade Process  

Step1. File a Support Case For Each Platform That Is To Be Upgraded 

Support cases will be used to track the scheduling and completion of each upgrade. In the event that five or more Platforms need to be upgraded on a single day, a Support Manager will contact you to confirm scheduling details and to marshal any necessary resources. When creating a support case, please be sure to indicate in the Subject the host name of the platform and the version of Delphix that you would like to upgrade to. 

Please plan to file a support case at least two business days prior to the upgrade. This provides time for Delphix to validate system data from the Platform and determine if any special handling is needed before or during the upgrade. 

Step 2. Upload a Support Bundle  

See the related document How to Create and Upload Support Logs for more information. Be sure to include the case number from Step 1 above to ensure that the bundle is associated with the related upgrade support case. If the case number is included with the support bundle, the Delphix support agent assigned to the case will automatically be notified once the bundle is available. Otherwise, please update the case with the support bundle details once the upload has been completed.

Once Delphix has received the support bundle, the bundle will be analyzed to determine if extra steps are required before, during, or after the upgrade. 

Step 3. Wait for Validation to Complete 

Once the support bundle data has been evaluated, the Delphix support agent assigned to the case will update the case and confirm that the upgrade is ready to proceed. The agent will also schedule a Zoom or WebEx session.

Step 4. Prepare for the Upgrade Session 

To ensure an efficient and fast upgrade process:

  • Download the upgrade image. See How to upload an upgrade image to a Delphix Engine for more information. 
  • Perform a refresh of all host environments and review any faults associated; this will ensure there are no host communication issues.
  • Ensure that all database and environment usernames and passwords are known/available.
  • In case any issues arise, administrative access to your hypervisor console may be required during the upgrade window; please ensure that you have this access, or your administrator will be available for the upgrade window.

Step 5. After the Upgrade 

Upload a new support bundle, as per Step 2 above. This will refresh Delphix's records about the Platform and establish a new baseline of information about the system for any future activity.