Upgrading SOTI XSight

Before you begin

Note: Your system must meet the minimum requirements necessary for SOTI XSight. These requirements may have changed since you installed SOTI XSight. See System Requirements for more information.

SOTI MobiControl must be running during the installation of SOTI XSight and the system must have access to the SOTI MobiControl database.

Important: If you use Assist data, you must upgrade the version of SOTI XSight in the following sequence: 4.2.1 > 4.3.2 > 2024.0.1. If Assist data is not used for tickets, you can completely uninstall Assist, including the database, and then proceed with a direct upgrade to version 2024.0.1.

About this task

SOTI XSight automatically creates a default group and retains incidents that exist in the system. The current SOTI MobiControl integration remains intact. The current SLAs migrate to the new version with the default Working Hours definition called "24/7."

To upgrade SOTI XSight.

Procedure

  1. On https://docs.soti.net/soti-xsight/downloads, download the SOTI XSight installer and copy it to the server on which you want to upgrade SOTI XSight.
  2. Read the SOTI XSight license agreement and accept the terms to continue with the installation.
    Setup wizard EULA

    Select Next.

  3. Review the SOTI XSight system requirements and ensure that your system is compliant.
    Setup wizard system requirements

    Select Next.

  4. Select the features you want to install with SOTI XSight.
    Note: Include features even if they're already installed. If you deselect an installed feature, the installation wizard uninstalls that feature.
    Setup wizard custom setup

    Select Next.

  5. Select the destination folder where you want to install SOTI XSight.
    Setup wizard destination folder

    Select Next.

  6. Enter information about the SOTI XSight database server.
    Note: The database connection uses the login properties you provide. You must configure the login on the database server to include the 'dbcreator' role or higher.
    Setup wizard database connection
    Server Enter the database server.
    Connect Using Select whether to connect to the database using Windows authentication or SQL Server authentication. If you select SQL Server authentication, enter the corresponding username and password below. Selecting SQL Server authentication enables the SOTI XSight service to be installed under Local System.
    Username Enter the username used to connect to the database when SQL Server authentication is used.
    Password Enter the password used to connect to the database using SQL Server authentication.

    Select Next.

  7. Specify whether you want SOTI XSight to use a single database or multiple databases, and provide an optional database name prefix.
    Setup wizard database settings
    Deploy and run migration tool Select this option to speed up the installation process when deploying servers and when SOTI XSight databases already exist. SOTI recommends that you leave this option enabled.
    Database Name Prefix [Optional] Enter a prefix for the default database name or names. This enables multiple SOTI XSight instances use a single instance of SQL Server.

    If you leave this field empty, each database is given a default name. If you enter a value in this field, the value is prefixed to the default database name.

    Select Next.

  8. Select the network account under which you want to run the SOTI XSight service.
    Setup wizard settings
    Host Enter the hostname of the SOTI XSight instance.
    Domain Enter the domain of the SOTI XSight instance.
    Port Enter the port of the SOTI XSight instance.
    Local System Account Select this option to run the SOTI XSight service under the Local System account. To enable this option, you must select SQL Server authentication in the SOTI XSight Database Connection panel.
    This Account Select this option to run the SOTI XSight service under the currently logged-in account. The installer automatically grants the current user the required 'Log on as a service' right when this option is selected.
    Password Enter the password required for the above account.

    Select Next.

  9. Verify the SOTI XSight Host and Public URL settings.
    Setup wizard related settings
    Host URL The host URL of SOTI XSight. This is non-editable.
    Use Host URL as Public URL Choose this option to automatically use the host URL as the Public URL.
    Public URL Enter new Public URL if the URL to access SOTI XSight differs from the host URL, as it might in load balanced environments.

    Be careful editing this value as it can impact access to SOTI XSight.

    Select Next.

  10. Specify the file storage locations for attachments, downloads, and videos produced by the SOTI XSight instance.
    Setup wizard file storage locations
    Default Storage Locations Use the default storage locations for attachments, downloads, and video recordings.
    Custom Storage Locations Enter custom locations to save attachments, downloads and video recordings.

    In load balanced environments, choose locations that are accessible by all servers.

    Select Next.

  11. Enter information about the SOTI MobiControl instance with which you are integrating SOTI XSight.
    SOTI MobiControl Integration
    SOTI MobiControl URL Enter the URL of the SOTI MobiControl instance.
    Local Access SOTI MobiControl URL Enable Local Access SOTI MobiControl URL and enter a URL of a local SOTI MobiControl instance.

    Use this option to force SOTI XSight to communicate with a specific SOTI MobiControl instance.

    Recommended in load balanced environments where SOTI XSight and SOTI MobiControl share a server and the public host's URL of the SOTI MobiControl instance cannot resolve on the computer that has SOTI XSight installed.

    Use this option if the computer that has SOTI XSight installed cannot resolve the public host's URL of the SOTI MobiControl instance.

    Note: In this context, resolving the URL refers to the process of connecting to the URL of the SOTI MobiControl host.

    SOTI MobiControl Client (SOTI XSight) Information

    Generate Automatically Select this option to generate new values for the client ID and client secret.
    Use Client ID Select this option to reuse the existing values for client ID and client secret configured in SOTI MobiControl, and enter the client ID value in this field.
    Client Secret Enter the existing client secret value configured in SOTI MobiControl.
    Overwrite the default SOTI MobiControl connection settings When enabled, default SOTI MobiControl connection settings are overwritten by SOTI XSight.

    Select Next.

  12. Enter information about the SOTI MobiControl database server.
    Note: The SOTI MobiControl database must be accessible to the SOTI XSight installer.
    SOTI MobiControl Database Connection
    Copy Values from SOTI XSight Panel Select this button to copy the corresponding entries from the SOTI XSight Database Connection panel.
    SOTI MobiControl Database Server Enter the SOTI MobiControl database server.
    SOTI MobiControl Database Name Select the name of the active SOTI MobiControl database from the list.
    Connect Using Select whether to connect to the database using Windows authentication or SQL Server authentication. If you select SQL Server authentication, enter the corresponding username and password below.
    SOTI MobiControl Database Username Enter the username used to connect to the SOTI MobiControl database when SQL Server authentication is used.
    SOTI MobiControl Database Password Enter the password used to connect to the SOTI MobiControl database when SQL Server authentication is used.

    Select Next.

  13. Select the database being used by SOTI MobiControl.
    SOTI MobiControl Database Name
    Instance Select the name of the active SOTI MobiControl database from the list.

    Select Next.

  14. This panel reminds you that you must manually restart SOTI MobiControl after you have finished installing SOTI XSight.
    SOTI MobiControl Windows Service

    Select Next.

  15. Select Install to begin the upgrade.
    SOTI MobiControl Ready to Install

Results

During installation, the SOTI XSight installer automatically communicates the SOTI XSight server URL to SOTI MobiControl. If you need to change the SOTI XSight server URL, see Updating the SOTI XSight Server URL.