Performing the BMC Remedy Smart Reporting upgrade

Upgrade BMC Remedy Smart Reporting after upgrading the Mid Tier and the AR System Server. 

BMC updates the out-of-the-box views with every release. Existing out-of-the-box views will be overwritten. For more information and other best practices, see Best practices for using BMC Remedy Smart Reporting

Before you begin

• If you have not done so already, do one of the following to prepare the server group for upgrade:

  • Preparing the AR System server for a server group upgrade - Perform these steps when you are performing a staged upgrade or plan to upgrade the server group during a scheduled outage window. 
  • Preparing for an in-place, zero-downtime upgrade of the platform - If you want to upgrade the platform components that are a part of a server group environment with no scheduled outage, you must perform pre-configuration steps on the primary and secondary servers prior to upgrade.

• If you have not done so already, prepare the system to run the installers. If you want to run in nonadmin mode on Windows, see Preparing a Windows environment. If you want to run in nonroot mode on UNIX, see Preparing a UNIX environment.

To upgrade BMC Remedy Smart Reporting

1. If you have not already done so, download the BMC Remedy AR System installer from EPD, or navigate to the installation directory on the DVD.

2. Unzip the suite installer (for example, ARSuiteKitWindows.zip or ARSuiteKitLinux.zip).

3. Navigate to the Disk 1 folder.

4. Start the installer; then, in the lower right corner of the Welcome panel, click Next.

5. Run the setup:
   • (Windows) Run setup.exe.
   • (UNIX) Run setup.bin.

6. Review the license agreement, click I agree to the terms of license agreement, and then click Next.

7. On the Products selection panel, perform the following actions: 

   1. Select the Upgrade option.
   2. Select BMC Remedy Smart Reporting.
   3. Click Next.
      The installer validates your system resources.
8. Enter the correct JRE path, and then click Next.
   For more information, see the installation spreadsheet. 

9. After you have entered the required information, the installer validates your input, and then the Installation preview panel appears, listing the product and product features that will be upgraded.

10. Click Next.
11. Click View Log to review the installer log for any errors or warnings. The install logs are available at the following location: 
    • (Windows) C:\Users\Administrator\AppData\Local\Temp\arsystem_install_log.txt 
    • (UNIX) <install_directory>\SmartReporting\smartreporting-<yy/mm/dd>.log
      
12. To exit the AR System installer, click Done.

(Optional) To upgrade BMC Remedy Smart Reporting in silent mode

1. Create an options.txt file using the following parameters:
   

   Configuring Smart Reporting options for installation in silent mode

   -A featureARReporting
   -J BMC_ARSYSTEM_INSTALL_OPTION=Upgrade
   # Reporting Installation Directory
   # Windows - %ProgramFiles%\\BMC Software\\ARReport
   # UNIX - /opt/bmc/ARReport
   -P installLocation=<Installation Directory>
   -J BMC_JAVA_JRE_64_BIT_HOME_PATH=<JRE PATH>
   # Windows - %ProgramFiles%\\BMC Software\\ARReport

2. Run the installer with the -i silent option:
   • (Windows) setup.exe -i silent -DOPTIONS_FILE=c:\path\to\options.txt 
   • (UNIX) ./setup.bin -i silent -DOPTIONS_FILE=/path/to/options.txt

Example options.txt file for BMC Remedy Smart Reporting

The following example shows an options.txt file that is used to run the installer in silent mode:

-A featureARReporting
-P installLocation=/opt/bmc/ARReport
# Choose to Install or Upgrade
-J BMC_ARSYSTEM_INSTALL_OPTION=Upgrade
-J BMC_JAVA_JRE_64_BIT_HOME_PATH=/data/jdk1.8.0_144/jre/
# Below parameter Not applicable if REPORTING_USE_EXISTING_TOMCAT_OPTION=TRUE
# -J REPORTING_PORT=8181
# -J REPORTING_DB_TYPE=SQL_SERVER
# Below option is only applicable, if REPORTING_DB_TYPE=SQL_SERVER
# -J REPORTING_DB_OPTION=NEW_DB
# Below option is only applicable, if REPORTING_DB_TYPE=SQL_SERVER
# -J REPORTING_USER_OPTION=NEW_USER
# -J REPORTING_DB_HOST=myServer
# -J REPORTING_DB_PORT=1433
# -J REPORTING_DB_NAME=smartrepo
# -J REPORTING_DB_USER=sradmin
# -J REPORTING_DB_USER_PASSWORD=<password>
# Below option is only applicable, if REPORTING_DB_TYPE=SQL_SERVER
# -J REPORTING_DB_USER_CONFIRM_PASSWORD=<password>
# Below option is only applicable, if REPORTING_DB_TYPE=SQL_SERVER
# -J REPORTING_DB_ADMIN_USER=sa
# Below option is only applicable, if REPORTING_DB_TYPE=SQL_SERVER
# -J REPORTING_DB_ADMIN_USER_PASSWORD=<password>
# Below option is only applicable, if REPORTING_DB_TYPE=SQL_SERVER
# -J REPORTING_DB_AUTH_TYPE=SQL_AUTH
# Below option is only applicable, if REPORTING_DB_AUTH_TYPE=WIN_AUTH
#-J REPORTING_DOMAIN_NAME=<Domain name>
# Below option is only applicable, if REPORTING_DB_TYPE=SQL_SERVER
#-J REPORTING_DB_USE_ALWAYSON=<true|false>
# Below option is only applicable, if REPORTING_DB_TYPE=ORACLE
#-J REPORTING_ORACLE_CONNECTION_OPTION=<sid|service>
# Memory parameters for reporting server, Not applicable if REPORTING_USE_EXISTING_TOMCAT_OPTION=TRUE
# -J REPORTING_TOMCAT_MAX_HEAP=2080
# -J REPORTING_TOMCAT_MIN_HEAP=1080
#-J REPORTING_USE_EXISTING_TOMCAT_OPTION=<TRUE|FALSE>
# Below option is only applicable, if REPORTING_USE_EXISTING_TOMCAT_OPTION=TRUE
#-J REPORTING_EXISTING_TOMCAT_HOME=<Tomcat Home Directory>
# keep the value for SMART_REPORTING_ADMIN_USER siadmin
-J SMART_REPORTING_ADMIN_USER=siadmin
-J SMARTREPORTING_ADMIN_USER_PASSWORD=<password>
-J SMARTREPORTING_ADMIN_USER_CONFIRM_PASSWORD=<password>
-J BMC_IGNORE_PRECHECK_ERROR=true
-J SMART_REPORTING_PROXY_URL=https://myServer-replica.bmc.com/
-J SKIP_HEALTH_CHECK=true

Updating customer settings

Perform the following steps for all client organizations or customers:

1. Log in as a reporting administrator.
2. Go to Administration > Admin Console > Data sources > AR System.

3. On the Connection Details screen, change the Custom Parameters field to:

   update refreshCache=10 to refreshCache=10;DateFormat=MM/dd/yyyy;DateTimeFormat=MM/dd/yyyy hh:mm:ss a;

Troubleshooting the BMC Remedy Smart Reporting upgrade

Consult the following topics for information about issues you might encounter during the upgrade:

• Working with logs
• Platform installation and upgrade known and corrected issues

Where to go from here