REL-1158490- EW document review comments

README.md

@@ -1,7 +1,7 @@
 
 # Server Bundle Release
 
-This bundle provides packages to set up two optional Relativity Server features:
+This release bundle contains packages that are required to set up or upgrade two optional Relativity Server features:
 
 - **Environment Watch**: [Click here to learn more about Environment Watch](docs/environment_watch_product_overview.md)
 
@@ -20,5 +20,8 @@ This bundle provides packages to set up two optional Relativity Server features:
 
 ## Getting Started
 
-- [Environment Watch and Data Grid Audit Installation](docs/environment_watch_installation.md)
-- [Troubleshooting Guide](/docs/environment_watch_troubleshooting.md)
+- **First-Time Installation**: [Click here for installation instructions](docs/environment_watch_installation.md).
+
+- **Upgrade**: [Click here for upgrade instructions](docs/environment_watch_upgrade.md).
+
+- **Troubleshooting**: [Click here for the troubleshooting guide](/docs/environment_watch_troubleshooting.md).

docs/datagrid_audit_setup.md

@@ -28,10 +28,10 @@ After installing the required Elastic components for Data Grid Audit, the integr
 
 Follow these steps to set up Data Grid Audit using the Relativity Server CLI. All setup will occur on the SQL Primary server.
 
-**Step 1** - Open elevated command prompt/powershell. Navigate to the directory where the CLI is extracted, and run ".\relsvr.exe setup". Select Datagrid
+**Step 1** - Open elevated command prompt/powershell. Run below command. Select Datagrid
 
 ```
-C:\Server.Bundle.x.y.z> .\relsvr.exe setup
+C:\Server.Bundle.x.y.z\relsvr.exe setup
 
 Relativity Server CLI - 24.0.1196
 Copyright (c) 2025, Relativity ODA LLC

docs/environment-watch/post-install-verification/monitoring-agents.md

@@ -3,13 +3,12 @@
 
 ## Table of Contents
 
-- [Post-Install Verification for Monitoring Agents](#post-install-verification-for-monitoring-agents)
-  - [Verify Monitoring Agent Dashboard Exists](#verify-monitoring-agent-dashboard-exists)
-  - [Verify Monitoring Agents Dashboard Tags](#verify-monitoring-agents-dashboard-tags)
-  - [Verify Dashboard Filters Populate with Data](#verify-dashboard-filters-populate-with-data)
-  - [Verify Data Population by Changing Filters and Time Ranges](#verify-data-population-by-changing-filters-and-time-ranges)
-  - [Verify Hosts and Agent Versions](#verify-hosts-and-agent-versions)
-  - [Verify Data in Discover](#verify-data-in-discover)
+- [Verify Monitoring Agent Dashboard Exists](#verify-monitoring-agent-dashboard-exists)
+- [Verify Monitoring Agents Dashboard Tags](#verify-monitoring-agents-dashboard-tags)
+- [Verify Dashboard Filters Populate with Data](#verify-dashboard-filters-populate-with-data)
+- [Verify Data Population by Changing Filters and Time Ranges](#verify-data-population-by-changing-filters-and-time-ranges)
+- [Verify Hosts and Agent Versions](#verify-hosts-and-agent-versions)
+- [Verify Data in Discover](#verify-data-in-discover)
 
 ---
 
@@ -149,5 +148,3 @@ Ensure dashboard data is reflected in Discover.
 ![Screenshot: Discover view 02](../../../resources/post-install-verification-images/monitoring-agents/discover-view.png)
 ---
 
-## Next Step
-

docs/environment_watch_troubleshooting.md

@@ -1,19 +1,23 @@
-# EnvironmentWatch Troubleshooting Guide
+# Environment Watch Troubleshooting Guide
 
 This document provides quick reference links to detailed troubleshooting guides for all components in the Relativity Server Bundle environment.
 
 ## Component Troubleshooting Guides
 
-### [Elasticsearch Troubleshooting →](troubleshooting/elasticsearch.md)
+### [Pre-requisite Troubleshooting](troubleshooting/pre-requisite-troubleshooting.md)
 
-### [Kibana Troubleshooting →](troubleshooting/kibana.md)
+### [Elasticsearch Troubleshooting](troubleshooting/elasticsearch.md)
 
-### [APM Server Troubleshooting →](troubleshooting/apm-server.md)
+### [Kibana Troubleshooting](troubleshooting/kibana.md)
 
-### [Environment Watch Monitoring Agent and Open Telemetry Collector Troubleshooting →](troubleshooting/monitoring-agent-and-otel-collector.md)
+### [APM Server Troubleshooting](troubleshooting/apm-server.md)
+
+### [Environment Watch Monitoring Agent and Open Telemetry Collector Troubleshooting](troubleshooting/monitoring-agent-and-otel-collector.md)
+
+### [Relativity Server CLI Troubleshooting](troubleshooting/relativity-server-cli.md)
+
+### [Relativity Alerts Troubleshooting](troubleshooting/relativity_alerts_troubleshooting.md)
 
-### [Relativity Server CLI Troubleshooting →](troubleshooting/relativity-server-cli.md)
 
-### [Relativity Alerts Troubleshooting →](troubleshooting/relativity_alerts_troubleshooting.md)
 
 

docs/environment_watch_upgrade.md

@@ -0,0 +1,119 @@
+# Upgrade Environment Watch
+
+This document provides the necessary steps to upgrade the Environment Watch components in a Relativity environment. It includes upgrading the Environment Watch using the CLI and upgrading the Environment Watch Installer.
+
+## Upgrade CLI
+
+This section guides you through upgrading Environment Watch using the Relativity Server CLI.
+
+### Prerequisites
+
+1. The new Server-bundle zip file has been downloaded and extracted to `C:\Server.Bundle.x.y.z`
+
+### Upgrade Instructions
+
+**Step 1** - Open elevated command prompt/powershell. Run the below command. Select Environment Watch.
+
+```
+C:\Server.Bundle.x.y.z\relsvr.exe setup
+
+Relativity Server CLI - 24.0.1196
+Copyright (c) 2025, Relativity ODA LLC
+
+What would you like to setup?
+  DataGrid
+> Environment watch
+  Exit
+```
+
+**Step 2** - Enter 'y' to proceed.
+```
+Confirm you would like to perform the 'Environment Watch' setup [y/n] (y): y
+```
+
+**Step 3** - The CLI will detect that setup has already been performed. Select the **Upgrade** option to proceed.
+
+```
+Setup is already performed. Select an option to proceed:
+> Upgrade
+  Rerun Setup
+  Exit
+```
+
+**Step 4** - The CLI will retrieve the existing settings and perform the upgrade. Please wait for the process to finish.
+
+```
+Retrieved existing settings
+The Relativity Environment Watch Kibana Upgrade setup is executing in silent or unattended mode.
+API Key creation and validation completed ------------------------- 100%
+OAuth2 client exists ---------------------------------------------- 100%
+Relativity secret store updated ----------------------------------- 100%
+Relativity logging updated ---------------------------------------- 100%
+Relativity toggles updated ---------------------------------------- 100%
+Relativity AppDomain monitoring enabled --------------------------- 100%
+APM settings updated ---------------------------------------------- 100%
+Elasticsearch indexes updated ------------------------------------- 100%
+Kibana Tag imported ----------------------------------------------- 100%
+Kibana IndexPattern imported -------------------------------------- 100%
+Kibana SavedSearch imported --------------------------------------- 100%
+Kibana Dashboard imported ----------------------------------------- 100%
+Kibana Alert imported --------------------------------------------- 100%
+Kibana Custom Role created. --------------------------------------- 100%
+Relativity installation SQL record updated ------------------------ 100%
+
+The Environment Watch setup has been completed. The Relativity Environment Watch installer package should now be installed within each server contained within this Relativity instance. As each server is setup for monitoring, restart all Relativity services within the machine including "kCura Edds Agent Manager," "kCura Edds Web Processing Manager," and "kCura Service Host Manager" to begin sending telemetry to Elasticsearch.
+```
+
+Successful completion indicates that Environment Watch is configured for the new version.
+
+Refer to the [Troubleshooting Guide](troubleshooting/relativity-server-cli.md) if you encounter any issues.
+
+---
+
+## Upgrade Environment Watch Installer
+
+This document outlines the steps to upgrade the Environment Watch monitoring agent. It is recommended to first upgrade the agent on the SQL Primary server, verify the installation, and then repeat the steps for all other servers in the environment.
+
+### Prerequisites
+
+1. The Environment Watch CLI upgrade has been completed.
+2. The new Server-bundle zip file has been downloaded and extracted.
+
+### Step 1: Install the Upgraded Monitoring Agent
+
+1.  From the new extracted Server Bundle, run `Relativity.EnvironmentWatch.Installer.xx.x.xxxx.exe`.
+2.  Accept the license terms and click **Install**.
+3.  Once the installation is complete, click **Close**.
+
+### Step 2: Verify the Installation
+
+1.  Open **Services** and confirm the **Relativity Environment Watch** service is running.
+2.  Open **Task Manager** and verify the following processes are running:
+    *   `rel-envwatch-service.exe`
+    *   `rel-infrawatch-agent.exe`
+    *   `otelcol-relativity.exe`
+3.  Check for new log files in `C:\ProgramData\Relativity\EnvironmentWatch\Services\InfraWatchAgent\Logs`.
+4.  Verify that the `otelcol-config-auto-generated.yaml` configuration file is updated in:
+    `C:\ProgramData\Relativity\EnvironmentWatch\Services\InfraWatchAgent\`
+
+### Step 3: Verify Metrics in Kibana
+
+1.  In Kibana, navigate to **Dashboards** and open the **[Relativity] Host Infrastructure Overview** dashboard.
+2.  Confirm that CPU, RAM, and Disk metrics are visible for the upgraded host.
+    ![Host metrics visible in Kibana](../resources/Installer_hostmetric.png)
+3.  Navigate to the **[Relativity] Monitoring Agent** dashboard to verify:
+    - The monitoring agent version is updated to the new version.
+    - Host information and other important fields are properly reflected.
+    - Agent status and health metrics are showing current data.
+
+### Step 4: Repeat Installation for Other Servers
+
+After verifying the first upgrade, repeat these steps for the remaining servers in the following order:
+1.  SQL Distributed Servers
+2.  Web Servers
+3.  Agent Servers
+4.  Other Servers (e.g., File Share, Analytics, Worker)
+
+> [!NOTE]
+> For troubleshooting, refer to the installer logs in the `%TEMP%` directory or see the [Monitoring Agent Troubleshooting Guide](troubleshooting/monitoring-agent-and-otel-collector.md).
+

docs/relativity_server_cli_setup.md

@@ -17,10 +17,10 @@
 
 ### Set up instructions
 
-**Step 1** - Open elevated command prompt/powershell. Navigate to the directory where the CLI is extracted, and run ".\relsvr.exe setup". Select Environment Watch
+**Step 1** - Open elevated command prompt/powershell. Run the below command. Select Environment Watch
 
 ```
-C:\Server.Bundle.x.y.z> .\relsvr.exe setup
+C:\Server.Bundle.x.y.z\relsvr.exe setup
 
 Relativity Server CLI - 24.0.1196
 Copyright (c) 2025, Relativity ODA LLC