Upgrade to Cloud Historian 2024

Before you begin

Before proceeding to upgrade, it is recommended that you to take a backup of the Historian archive files and the .ihc configuration file. For more information, refer to the Access Archives topic.

About this task

This topic describes how to upgrade to the latest version of Cloud Historian. Be aware that Direct Upgrades from a version prior to 2023 are not supported. When upgrading from any version prior to 2023, you first need to upgrade to any of the 2023 versions (2023, 2023.1, 2023.1.1), and then upgrade to 2024.
Note: Be aware that AWS introduced NLB with security and this change has been incorporated with the new deployments but for the existing ones (before 2024 released versions), the NLB will not be replaced with upgrade. If you need NLB with security for existing deployments, then you need to manually delete the NLB, perform the data migration, and then the DNS will change.

Procedure

  1. Access the AWS Management Console page.
  2. Search for Proficy Historian.
  3. In the list of products that appear, if you have the Historian for Linux license, select Proficy Historian for AWS. Or, if you want to use the consumption model, select Proficy Historian for AWS (Consumption Pricing).
  4. Select Continue to Subscribe.
    The terms and conditions appear.
  5. Select Continue to Configuration.
    The Configure this software page appears.
  6. Enter values as described in the following table.
    Field Select...
    Fulfillment Option CloudFormation Template
    Softeware version 2024
  7. In the Fulfillment option description, copy the upgrade link, and then access the link from a web browser.

    Link to upgrade from v2023: https://console.aws.amazon.com/cloudformation/home#/stacks/quickcreate?stackName=ProficyHistorian-Update&templateURL=https://proficy-historian.s3.us-east-2.amazonaws.com/v2023_v2024_upgrade/historian-version-update.yaml

    Link to upgrade from v2023.1: https://console.aws.amazon.com/cloudformation/home#/stacks/quickcreate?stackName=ProficyHistorian-Update&templateURL=https://proficy-historian.s3.us-east-2.amazonaws.com/v2023.1_v2024_upgrade/historian-version-update.yaml

    Link to upgrade from v2023.1.1: https://console.aws.amazon.com/cloudformation/home#/stacks/quickcreate?stackName=ProficyHistorian-Update&templateURL=https://proficy-historian.s3.us-east-2.amazonaws.com/v2023.1.1_v2024_upgrade/historian-version-update.yaml

  8. Provide the information as shown in the following table and figure.
    Field Description
    Stack Name Enter the Historian server name.
    Historian Version Upgrade Enter the version to upgrade to. For instance: 2024.
    Historian EKS Enter the name of the EKS Cluster deployed by the Historian stack.
    Proficy Authentication Admin User Secret The password for the Proficy Authentication admin user.
    Config Hub Admin User Password The password for the Configuration Hub admin user.
  9. Acknowledge and create stack.
    Note: Please be aware that the upgrade to 2024 will take approximately 30 minutes, as the following changes are occurring with the upgrade:
    • Updating Cloud Foundry UAA to Proficy Authentication which also includes migrating the users data.
    • Deploying the Configuration Hub containers.
  10. Perform post upgrade steps:
    • If the write rate is greater than 3MM Samples/minute, change the EC2 instance type to M5.Xlarge. See Change EC2 Instance Type for an Existing Deployment. Also, be sure to reference the Sizing recommendations in the Hardware Requirements topic.
    • If you notice any performance issues, update your write threads to 4 (if it is <4) using the Advanced Options of Server from the Configuration Hub.