Before you begin the upgrade, verify that your current Acoustic Tealeaf solution is operational.

You can run the following tests to verify Tealeaf operations:

1. Run portal tests.
   1. In the Portal menu, select Help > About version [version.build] .
   2. In the Portal Performance Tests panel, click Execute All.

   When the tests are completed, a Success message or a time value should be displayed in the Results column. These messages indicate that the portal is operational and able to communicate with its required components and the Tealeaf database.

2. Generate the Portal Status report. The report can be configured to provide useful status information from Tealeaf databases, servers, and components, including the PCA. Through the portal, you can generate one of these reports.
   1. If you have not configured the Portal Status report yet, the portal uses default settings when it generates the report. For best results, you should configure Portal Status to match your Tealeaf solution.
   2. To execute the Portal Status, select System > Portal Management.
   3. In the Portal Management page, click the Logs section in the left navigation panel.
   4. Under the Logs heading, click the View Portal Status link.
   5. Review the generated Tealeaf Status report for error or warning conditions.
3. Review the logs.
   1. In the Portal Management page under the Logs heading, you can bundle the logs together in to a .zip file for external review. Click the Tealeaf Logs and Configuration Files link. Save the file locally.
   2. Review each of the compressed log files for ERROR or {{_E_}}entries.
   3. You should also review the Windows™ Event Viewer logs for errors.
4. Review system status.
   1. The System Status report allows you to check the status of key components, including canisters, HBR servers, and storage. To review status reports, select System > System Status.
   2. In the System Status submenu, select a report. Review the report for error conditions, warnings, or problems with capacity or utilization. These issues should be examined and, if possible, addressed before upgrading.
   3. For the selected report, review the sub-report for each Tealeaf server in the environment.
   4. Repeat the steps for each type of system status report.

If you have error conditions or significant performance problems in any of the following components, do not proceed with the upgrade prior to resolving these issues.

• Verify the Tealeaf Reference Utility configuration: Before you upgrade, you should verify that your reference values are properly configured and are appearing as expected in reports.
• Verify the ResultSet Extractor service: To verify operations of the RSE Service, analyze a session segment that contains many sessions.
• Data Collector must be able to complete collections: To verify operations, select the Collector Statistics tool when the Canister/Indexer is selected in the Portal Management page.
• Verify Customer Support issues: If you have any open Customer Support issues, it is a good practice to verify with Customer Support that they do not impact the upgrade.