This documentation applies to the 8.1 version of Remedy Action Request System, which is in "End of Version Support."

To view the latest version, select the version from the Product version menu.

Upgrading with overlays already present

This topic describes the basic steps required to upgrade BMC Remedy AR System, BMC Atrium Core, and other BMC products with overlays already present. This is a four-stage upgrade if you have previously installed BMC Remedy AR System 7.6.04 and have already implemented overlays.

Important

  • If you are upgrading from pre-7.6.04 versions of BMC Remedy AR System to version 8.1, first take a backup of the customizations (system forms of Approval Server, Assignment Engine, Email Engine, and Flashboards), upgrade to version 8.1, and then manually add the customizations for version 8.1.
  • To upgrade the AR System server in a directory that already has the ar.conf file, select the Upgrade option, else select the Install option. If you select the Upgrade option, the installation program skips some of the server installation screens and refers to the configuration values in the ar.conf file.

Prepare to upgrade

Step

Task

1

Review the BMC Remedy AR System and BMC Atrium compatibility matrix for the latest, most complete information about platforms currently supported by BMC Remedy and BMC Atrium products.

Note

To access this information, you must log in with your BMC support login and password.

2

Review the requirements for your computer platform:
a. Review the the hardware requirements for your computer platform.
b. Review the software requirements for your computer platform.
c. Review the 32-bit and 64-bit requirements for your computer.

3

Prepare your database before you start the upgrade.

Warning

Back up the BMC Remedy AR System database. This enables you to restore BMC Remedy AR System to its pre-installation state if you encounter problems.

4

Complete the MS Excel planning spreadsheet.

5

Download the installation files.

6

Prepare your components and applications for an upgrade.

7

Review Understanding how upgrading with overlays works, including the subsections. This information will help you understand the importance of overlays during the upgrade process.

Complete the upgrade stages

Step

Task

8

Complete Stage 1 - Setting up a staging server for upgrades with overlays already present if you need to set up a staging server.

9

Complete Stage 2 - Upgrade AR System server with overlays present.

10

Complete Stage 3 - Upgrade applications and adjust customizations with overlays present.

11

Complete Stage 4 - Test and promote staging server with overlays to production.

Migrate your data

Step

Task

12

Migrate your data using the Delta Data Migration utility. (This is documented in the BMC Remedy IT Service Management documentation.)

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