Update product or extension pack from the cloud

---

Content: 

Overview

Starting from the 11.1.0 version, the Cayosoft Administrator can identify if a new product version is released and download it from the cloud. 

Starting from the 11.2.0 version, the Cayosoft Administrator can also identify if a new extension pack and Microsoft 365 license is available and download it for the update. Updating the Microsoft 365 license means new information related to License Optimization will be added.

Cayosoft Administrator notifies administrators when a new product version or extension pack is available and allows them to initiate or schedule the update manually. You can get notifications directly in the Administrator Console, in the Web Portal, and through email. Administrators can configure the timeframe for automatic updates or schedule each update manually. 

Two separate update channels are available:

1. Mainstream: this is the latest generally available official release of Cayosoft Administrator.
2. Early Adopters: RTM of the latest version, usually available some weeks before the mainstream release, to try new features before they are generally available.

How to configure and update the product or extension pack from the cloud

When a new version of Cayosoft Administrator or its extension pack is released to the selected channel, the administrator will see an orange banner in the Administrator Console with a message that a product update is available and two buttons: 'Update Now' and 'Schedule Update'.

The new extension pack is available:

Also, in the Administrator Console, it is possible to navigate to Home > Configuration > Settings > Version Information and click 'Check for Updates'. By default, if a new version is released to the public, the administrator will see the information window with the same buttons as in the banner: 'Update Now' and 'Schedule Update'.

If you want to start the update process right away, click on the ‘Update Now’ button, and after confirming the operation, the update process will start. After clicking on 'OK' in the confirmation window you cannot stop the operation and need to wait until it completes.

If you want to schedule an update, click the ‘Schedule update’ button and select the desired update date and time. After the update is scheduled, you will see the banner in the Administrator Console and, optionally, in the Web Portal.

When the update finishes, you will get the email notification on the address specified in Home > RULES > Built-in Rules (Pre-configured) > Product Update | Run post-update steps > Message. So, if you want to customize the address, you should do this before the upgrade starts. More details about customization and other upgrade settings can be found here: Product Update | Run post-update steps.

The same commands 'Update Now' and 'Schedule Update' can be found in Home > Configuration > Settings > Version Information. Depending on what update is available for the product or the extension pack, you will see the orange icon with an exclamation mark next to it.  In the picture below the update is available for the extension pack:

When the update is scheduled, this banner will be displayed in Administrator Console:

You can change the default behavior of the product when a new version is detected. For example, set up automatic updates when a new version comes out. With automatic updates, you can also set up a maintenance window with specific weekdays and time frames, when the updates can be installed automatically and your delegated administrators will not notice downtime of the product.

If you see the 'Follow-up Actions' button after the upgrade it means there are some items that require your attention in the Home > Action Required section in the Administrator Console.

 

Manual configuration of the product or extension pack update from the cloud

It is possible to perform product updates from the cloud manually. In the Administrator Console navigate to Home > Configuration > Settings > Version Information. On this page, the administrator can find information about installed packages, PowerShell modules, extensions, and their versions. Also, the Actions menu has a set of commands that allow manual configuration of the update: 

1. Configure Updates
2. Check for Updates
3. Update Now
4. Schedule this Update
5. Skip this Update
6. Rescan System
7. Update History

 

Built-in rules for the product or extension pack update from the Cloud

In the 11.1.0 version two new built-in rules were added:

1. Product Update | Check, notify, and schedule updates
2. Product Update | Run post-update steps.

The Product Update | Check, notify, and schedule updates rule identifies the availability of a new product update on the selected channel, notifies, and optionally schedules the update during the maintenance window. When the administrator clicks 'Configure Updates' this rule will be opened. So, the administrator can configure this rule and define the maintenance window settings. By default, this rule only informs about new version availability on the mainstream channel and is scheduled to run daily. 

The Product Update | Run post-update steps rule runs mandatory and optional steps after the product has been updated. The administrator can specify in this rule whether License definitions and cache should be updated after the product update and configure notification events on updates completed successfully or failed.

 

Product or extension pack update from the cloud when a replication group is configured

If a replication group is configured the subscriber can't be updated before the publisher. For details please see this article: Upgrade Cayosoft Administrator from earlier version – Cayosoft Help Center.

 

Customize banner texts about the product update from the cloud in the Web Portal

The administrator can configure the Product Update | Check, notify, and schedule updates rule to show the product update from the cloud alerts in the Web Portal.  

The texts that are displayed on these banners can be customized in Home > Configuration > Web Portal > Web Portal Settings > Web Portal Customization > Customize Web Portal Text section in the Administrator Console. For details, please see this article: Web Portal settings – Cayosoft Help Center.

 

How to roll back the product or extension pack version if the upgrade didn't go well

Please see this article with step-by-step instructions: Upgrade Cayosoft Administrator from earlier version – Cayosoft Help Center.

 

 

---

Change History

Version	Notes
11.2.0	Extension pack and Microsoft 365 license update has been introduced in the product.
11.1.0	Product update from the cloud has been introduced in the product.