Ensure that you partition the hard drive in order to create the required space for the Experience Portal software installation.

All the Experience Portal components

See the partition requirements for the hard drive in Administering Avaya Experience Portal.

Ensure that you can access the Experience Portal site-specific licensing information from Avaya.

Primary EPM

See License Requirements.

Check to see if there are Experience Portal patches available on the Avaya support website. If patches are available, download the patches before you begin the software upgrade.

All the Experience Portal components.

Verify that you can access all the target systems using at least one of the following methods:

• ________ A computer on the customer’s network that has an SSH client to reach the target system.

• ________ A keyboard, monitor, and mouse attached directly to the target system.

• ________ A cable that connects a second computer that has a keyboard, monitor, mouse, and an SSH client.

All the Experience Portal components

Take a backup of the Experience Portal data.

Primary EPM

See Backing up data.

Verify that the Linux operating system is upgraded.

All the Experience Portal components

See Verifying the Linux version number

To connect your Experience Portal system to an external Oracle database, you must install the Oracle JDBC driver.

Primary EPM

Auxiliary EPM

See Installing Oracle JDBC driver.

Disable the firewall or anti-virus software on the target systems.

All the Experience Portal components

Set the default umask to 027.

Primary EPM

Auxiliary EPM

If you install the EPM software on a dedicated server, verify that the EPM server can communicate with all the MPP servers.

Primary EPM

See Verifying communication between the upgraded Experience Portal servers.

To ensure that the SMS and email messages are processed throughout the upgrade process, configure the SMS and email processors in your Experience Portal system.

Primary EPM

Auxiliary EPM

See Ensuring new SMS and Email records are created after upgrades.

Ensure that you copy and restore the backup data to the Primary EPM.

Primary EPM

See Copying and restoring the backup files.

Ensure that none of the mount points are stale or hung.

All the Experience Portal components

See Checking for stale or hung mount points.

Verify that the time is synchronized between all the Experience Portal servers.

All the Experience Portal components

See Verifying server time synchronization.

Ensure that you configure a yum respository containing all the required Experience Portal packages. Otherwise the prerequisite installation for the Experience Portal server may fail.

This is required for Red Hat Enterprise Linux installations.

All the Experience Portal components