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How To: Upgrade an ArcSDE 8.3 for SQL Server instance to an ArcSDE 9.0 for SQL Server instance

Summary

Instructions provided describe how to upgrade an ArcSDE 8.3 for SQL Server instance to an ArcSDE 9.0 for SQL Server instance.

Note:
If upgrading a SQL Server database at the same time to SQL Server 2005, make sure the ArcSDE upgrade is successful first, then upgrade the SQL Server component.

Procedure

Follow the steps below to ensure the upgrade completes successfully, provided the geodatabase does not have any schema inconsistencies.

  1. Backup all databases

    It is very important to have a full geodatabase backup before attempting any type of upgrade. This allows the geodatabase to be restored if the upgrade does not complete successfully.

    This includes the installation of services packs for ArcSDE, SQL Server, as well as full software upgrades.

  2. Uninstall the ArcSDE 8.3 software

    The ArcSDE 9.0 upgrade replaces the ArcSDE 8.3 software. Either manually uninstall the ArcSDE 8.3 software first, or allow the ArcSDE 9.0 install to detect and uninstall the ArcSDE 8.3 software. Uninstalling the software removes the ArcSDE executables, registry entries, and environment variables. It does not alter the database files in any way.

    The uninstall wizard prompts for the deleting of existing ArcSDE 8.3 services. The service can be deleted at this point or manually with the sdeservice -o delete command.

  3. Install the ArcSDE 9.0 software

    After the ArcSDE 8.3 software has been uninstalled, run the setup.exe program from the ArcSDE 9.0 software CD.

    When the setup completes, the install wizard prompts to continue with the Post Installation setup. Exit the Post Installation setup, as this step will be performed shortly.

  4. Run checkschema.exe

    After the ArcSDE 9.0 software has been installed, navigate to the %sdehome%\tools\generic folder. Run the checkschema.exe application.

    For more information on using checkschema, refer to the checkschema_usersguide.pdf.

    Run the checkschema tests. If the tests return errors, correct the errors and rerun the tests until no errors are returned. Each test returns a maximum of 25 errors, which is why it is important to run each test until no errors are returned.

  5. Run a custom ArcSDE 9.0 Post Installation

    After checkschema has been run successfully, perform the Post Installation.
    From the Start menu, select Programs > ArcGIS > ArcSDE > ArcSDE for Microsoft SQL Server Post Installation >

    Select Custom.
    [O-Image] ArcSDE Post Installation
  6. Upgrade the repository

    The first step in the Post Installation is to setup or upgrade the repository.
    Approximately 10 new gdb_/sde_ tables are created, as well as a dozen stored procedures in support of some of these tables.

    This step of the Post Installation also checks for schema inconsistencies in the sde_ tables and exits if any are encountered. This is why it is important to identify and correct any schema errors before running the Post Installation.

    To complete the repository upgrade, connect to SQL Server as a member of the system administrator's fixed server role. The sde user does not have sufficient permission to perform an upgrade. Suitable users include the System Administrator or any login, who has explicit sysadmin privileges.
    [O-Image] Upgrade Repository
    The Post Installation wizard indicates if the upgrade completed successfully or not. An unsuccessful upgrade is usually caused by errors in the schema or unreferenced states.
    [O-Image] Repository Upgrade Status
  7. Authorize software

    The software must be authorized after the repository has been upgraded.
    [O-Image] Authorization
    All ArcGIS server-level products, such as ArcSDE, now require software authorization. This dialog box starts the software authorization wizard. The authorization information received is stored in the geodatabase in a table called sde.sde_server_configuration. The repository must be upgraded successfully before the software can be authorized.

  8. Create a new ArcSDE 9.0 service

    The final step is to create a new ArcSDE 9.0 service.
    [O-Image] Create ArcSDE service
    The ArcSDE 9.0 service includes a new registry keyword called Admin_database. It stores the name of the database that contains all the sde_ and gdb_ tables. In the case of a geodatabase upgraded from version 8.3, this database is named sde. This keyword is populated with the value typed in the 'Database name' text box in the above dialog box.

  9. Complete Post Installation setup and install service packs

    The Post Installation setup has successfully completed when the service starts.

    Once the ArcSDE 9.0 software has been installed, it is recommended that any service packs or patches that have been made available be applied.

    For more information and downloads, check the ESRI Support Services Web site: Patches and Service Packs.

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