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.

Remedy Action Request System 8.1 Upgrading

Upgrading without overlays already present

This topic describes the basic steps required to upgrade BMC Remedy AR System, BMC Atrium Core, and other BMC products without overlays already present. This is an upgrade for customers who do not already have overlays implemented and want to keep all customizations.

Important

  • Before beginning your installation, review the Planning topics. To understand the difference between the two upgrade paths, see Planning to upgrade BMC Remedy AR System.
  • 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 without 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 without overlays if you need to set up a staging server.

9

Review Stage 2 - Upgrade AR System server without overlays present and then upgrade BMC Remedy AR System.

Note

Choose Upgrade in the installation wizard.

10

Review Stage 3 - Create overlays for existing customizations.

11

Review Stage 4 - Acquire origin objects (optional).

12

Review Stage 5 - Restore origin objects to the staging server (optional).

13

Review Stage 6 - Minimize overlays (optional).

14

Review Stage 7 - Upgrade applications and adjust customizations with new overlays.

15

Review Stage 8 - Test and promote staging server to production with new overlays.

Migrate your data

Step

Task

16

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

This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.

Last modified by Lisa Greene on Apr 05, 2013
migrate without prepare overlays upgrading

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Stage 4 - Test and promote staging server with overlays to production
Understanding how upgrading without overlays works
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