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Phase 3 - Verify your upgrade configurations and schedule the development instance upgrade in HI

Phase 3 - Verify your upgrade configurations and schedule the development instance upgrade in HI

Check the configuration of the Upgrade scheduled job to view how often and when it runs. Review information about timing your upgrade in coordination with the Upgrade scheduled job. Then, schedule your upgrade in HI.

Before you begin

You must check the configuration of the Upgrade and Check Upgrade Script sys_triggers, which are essential to making sure your instance upgrades to the correct target version.
sys_trigger Function
Upgrade
  • Queries HI to ask whether an upgrade is going to happen in a given time interval, which is determined by the configuration for the Upgrade scheduled job.
  • Asks whether the instance should be running a different version. If so, the distribution for that version is downloaded, and your instance upgrades to the target version.
Check Upgrade Script
  • Runs after the distribution has been upgraded.
  • Performs the database upgrade.

About this task

Your upgrades are orchestrated out of your instance, not HI.

HI keeps records of what version you should be running, and your instance periodically queries HI to check its assigned version. When you designate a time for your upgrade, your instance begins the upgrade at that time. For example:
Action Result
You schedule an upgrade to Istanbul Patch 8 to take place on June 10 at 3:00pm. HI changes its records to reflect that you should be on Istanbul Patch 8 on June 10 at 3:00pm.
HI waits to get pinged by your instance after the scheduled time on June 10. Your instance continues to operate on its current release version, and it periodically pings HI.
After the scheduled time on June 10, HI receives a ping from your instance. HI tells your instance that it should be on Istanbul Patch 8.
Your instance receives HI's notification that it should be running a different version. Your instance starts the upgrade.

Procedure

  1. Check the configuration of the Upgrade scheduled job to view how often and when it runs.
    1. Navigate to System Scheduler > Scheduled Jobs > Scheduled Jobs.
    2. In the list, find the Upgrade scheduled job.
    3. View the Next action column to determine when the job next runs.
  2. Verify that the Upgrade sys_trigger is set properly for upgrading.
    1. Navigate to System Scheduler > Scheduled Jobs > Scheduled Jobs.
    2. Find and click the Upgrade scheduled job.
    3. Make sure that the Trigger type is set to Interval.
    4. Make sure that the System ID is set to None.
  3. Verify that the Check Upgrade Script sys_trigger is set properly for upgrading.
    1. Navigate to System Scheduler > Scheduled Jobs > Scheduled Jobs.
    2. Find and click the Check Upgrade Script scheduled job.
    3. Make sure that the Trigger type is set to Run at System Startup.
  4. Schedule the upgrade in HI.
    1. Log in to HI.
    2. Click Instances in the left navigation menu.
    3. Select Manage Instances.
    4. [Partners only] From the user menu, use the Switch Company feature to select a company.
    5. Select the instance that you want to upgrade or patch.
    6. In the Actions menu, click Upgrade Instance.
      The Upgrade an Instance Service Catalog item opens up. It is prepopulated with the instance name and available versions to which you can upgrade or patch the instance.
    7. To specify a date and time for the upgrade or patch, click the calendar icon next to the Start Date and Time field.
    8. Click the clock icon to select the time for the upgrade or patch.
      Note: Setting the time for an upgrade or patch is important. Set the upgrade or patch to start 10–15 minutes before the Upgrade scheduled job runs. This setting allows enough time for the upgrade or patch request to update HI's records about which release version your instance should be on before the Upgrade scheduled job runs.
    9. Click Submit.
      A confirmation message appears. If you do not need an entitlement, a change request is created.
  5. If applicable, request a version entitlement.
    1. In the Actions column, click Schedule.
      If the version does require an entitlement, this screen appears:
    2. Click the calendar icon and specify a date and time at least three days in the future.

      ServiceNow entitlement managers respond to your entitlement request within three days.

      Note: Setting the time for an upgrade or patch is important. Set the upgrade or patch to start 10–15 minutes before the Upgrade scheduled job runs. This setting allows enough time for the upgrade or patch request to update HI's records about which release version your instance should be on before the Upgrade scheduled job runs.
    3. Click Schedule.
      A confirmation message appears. If you need an entitlement, the entitlement request number is included. Click the entitlement request number to view the request.
    4. If you have any questions about your entitlement, comment on your entitlement request after you have submitted it.