Performing the BMC Service Level Management upgrade in phases

Before you begin

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.

Phase 1: Generating the options file and resolving configuration check issues

Perform the following steps to capture your installations parameter values in an options file and perform the upgrade configuration checks. The input values are auto-populated in the installer based on your previous installation. However, you might modify these values if required. After the installer validates the parameters, the installer deploys the application installation files on your system.

At the end of the first phase, the installer saves the input values and parameters in a text file,which is then used during the Phase 2 of the upgrade. During phase 1 of the upgrade, no outage or downtime is required.

To generate the options file and run configuration checks

1. Open the command prompt and navigate to the <EPD_downloads_directory>/Disk 1 folder.
2. Depending on your platform, launch the installer by using one of the following commands:
   
   • (Windows) setup.exe -SLM_phase1  

   • (Linux) ./setup.bin -SLM_phase1
     

     Tip

     If you want to install the product silently, use the following command:
     setup.exe -ITSM_phase1 -i silent DOPTIONS_FILE=<full path for silent property file>.
     For more information about how to generate the silent.txt file for silent installation, see Creating a silent.txt file for BMC Service Level Management installation.

     Carefully specify the product name for the setup.exe installation command. If you are performing the phased BMC Service Level Management installation, specify setup.exe -SLM for the product to install.command.

     After a few seconds, the installer is initiated in GUI mode and the Welcome panel appears.
3. In the lower right corner of the Welcome panel, click Next.
4. Review the license agreement, click I agree to the terms of the license agreement, and then click Next.
5. In the BMC Remedy AR System User Inputs panel, perform the following steps:
   1. Enter the administrator name and password.
   2. Review the default installation directory.
      Navigate to the directory in which you want to install BMC Service Level Management.
      The default locations are as follows:
      
      • (Windows) C:\Program Files\BMC Software\BMCServiceLevelManagement
      • (UNIX) /opt/bmc/BMCServiceLevelManagement
        The installer performs an environment validation and displays an appropriate message, indicating whether an error occurred.
6. In the Overlay Information panel, perform the following steps:
   1. Select the I understand and agree that proceeding from this point will overwrite any customizations that are not in overlays or in custom objects check box if you agree.
      The upgrade overwrites all customizations unless you create them in overlays or custom objects. For more information about overlay objects, see About overlays.
   2. Click Next.
      The installer validates the system resources of your computer and displays a list of BMC applications (such as BMC Asset Management, BMC Change Management, and so on).

7. On the Installation Preview panel, click Next.
   The installer starts to deploy the installation files.

8. On the Installation Summary panel, click Done.
   The BMCServiceLevelManagement_Phase1_OptionsFile.txt file is written to the installation directory.

9. Navigate to your BMC Remedy ITSM installation directory and review the file to verify if the installation completed without errors.
   For more information, see Troubleshooting an installation by using the log files.

Phase 2: Performing the upgrade during an outage window

In the second phase of the phased upgrade, you use the installer to perform the installation by using the options file generated in the first phase.

To perform the SLM upgrade

1. Open the command prompt and navigate to the <EPD_downloads_directory>/Disk 1 folder.
2. Depending on your platform, launch the installer by using one of the following commands:
   
   • (Windows) setup.exe -SLM_phase2 
     

   • (Linux) ./setup.bin -SLM_phase2
     

     Tip

     If you want to install the product silently, use the following command:
     setup.exe -ITSM_phase1 -i silent DOPTIONS_FILE=<full path for silent property file>.
     For more information about how to generate the silent.txt file for silent installation, see Creating a silent.txt file for BMC Service Level Management installation.

     Carefully specify the product name for the setup.exe installation command. If you are performing the phased BMC Service Level Management installation, specify setup.exe -SLM for the product to install.command.
     After a few seconds, the installer is initiated in GUI mode and the Welcome panel appears.

3. In the lower right corner of the Welcome panel, click Next.
4. Review the license agreement, click I agree to the terms of the license agreement, and then click Next.
5. In the BMC Remedy AR System User Inputs panel, perform the following steps if the auto-populated value does not match your credentials:
   1. if the auto-populated is not accurate, Specify the , .
   2. Review the default installation directory.
      Navigate to the directory in which you want to install BMC Service Level Management.
      The default locations are:
      
      • (Windows) C:\Program Files\BMC Software\BMCServiceLevelManagement
      • (UNIX) /opt/bmc/BMCServiceLevelManagement
6. Click Next.
   The Installation Preview screen appears.
7. Click Install.
   A summary of the installation is displayed. 
8. Click View Log to determine if any SEVERE error messages or warnings are generated in the log.
   The default location for the log files are:
   
   • (Windows) C:\Users\<installUser>\AppData\Local\Temp\bmcservicelevelmanagement_install_log.txt
   • (UNIX or Linux)/tmp/bmcservicelevelmanagement_install_log.txt
9. When you are done reviewing, close the log and click Done to exit the installer.