ShoreTel Backup Notes: How To Backup The Database During This Upgrade From 12.2 To 13.3

Me and a couple of engineers went onsite to do an upgrade of a ShoreTel server from 12.2 to 13.3.  Its a direct upgrade, meaning you don't have to go to multiple versions before you get to 13.3.  Its just one upgrade.  With that said, we need to backup the system, which is what this post is really about.  There are two kinds of backups you should do:
1. is the shoreline data folder.  This is the easiest way to do a backup/restore.
2. is the two individual backups of the config and the CDR backup.  This is your second chance backup in case the database gets corrupt for some reason with the first method.

So here is the original post for an upgrade.  Its basically the same for going from 12.X to 13.X except there is a compatibility checker in version 13.  Its to make sure you are putting version 13 on a 2008 server instead of a 2003 server.  You can put version 13 on 2003, but you have to have an install from ShoreTel server instead of your own.  We did add the second backup this time.  I wont go through all the steps of the upgrade this time.  Again, only the backup is discussed in this post.

1.  Stop the services.  Run this bat file: D:\Program Files\Shoreline Communications\ShoreWare Server\Scripts\ hq_shoretel-stop-svcs.bat
2.  Go into services in Windows and verify all shoretel services really did stop.  There is a 1 in 5 chance they didnt according to TAC.  Same goes for starting back the services.
3.  Then copy the Shoreline Data folder over to a remote destination.
4.  Start the services again:  Run this bat file: D:\Program Files\Shoreline Communications\ShoreWare Server\Scripts\  hq_shoretel-start-svcs.bat  Again, make sure they all start.
5.  Now its time to do the individual backups.  Its two scripts.  The first one is located here:
C:\Program Files\Shoreline Communications\ShoreWare Server\MySQL\MySQL Server\Examples\BackupConfig.bat.  This backs up the config database.
6.  Next backup the CDR database.  Same directory as #5, but BackupCDR.bat script.
NOTE** You do not have to stop the services for #5 and #6.
7.  Then proceed with upgrade.

Again, for the complete upgrade process, refer to that link above.