This documentation applies to the 8.1 version of Remedy ITSM Deployment, which is in "End of Version Support." You will not be able to leave comments.

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

Reconciling customizations

When you upgrade applications or system components, some objects that you have overlaid might be deleted, which means that your overlay is deleted as well. Similarly, some of your customizations might interfere with the upgraded behavior. You must reconcile these customizations before using the application.

To reconcile customizations, you must perform the following tasks:

  1. Create an upgrade comparison server
  2. Review the upgraded functionality and restore deleted objects
  3. Compare and reconcile overlaid objects

Creating an upgrade comparison server

To preserve the overlays when you upgrade applications or system components, you must create a copy of your current staging server. This copy is called the upgrade comparison server (UpgradeComparisonServer).

To create an upgrade comparison server

  1. On the system that you are going to use as the upgrade comparison server, install BMC Remedy AR System.
  2. Create a copy of the StagingServer database, which is already at the latest version.
  3. Restore the copy of the StagingServer database over the existing database on UpgradeComparisonServer.

Reviewing upgraded functionality and restoring deleted objects

The upgrade process on staging server might modify and possibly delete some of your overlaid objects. Modifications to these objects performed by the upgrade do not affect your overlays and custom objects, but deletions do. 

Normally, you should not replace a deleted overlay with a custom object, because the upgraded application will not use the custom object. If you have overlaid objects you want to preserve, you can save them as custom objects. If any of your customizations were deleted during the upgrade of StagingServer, use Developer Studio to restore them by creating custom objects on StagingServer using the overlays still present on UpgradeComparisonServer.

Note

A custom field on a deleted form is not preserved, because no form is present to contain the field.

To create custom objects for any overlaid objects that were deleted during the upgrade

  1. Compare the overlaid objects on StagingServer against the same objects on UpgradeComparisonServer.

    Note

    Ensure that you have set your BMC Remedy Migrator configuration options before performing the following procedure.

    1. In BMC Remedy Migrator, choose Tools > Options.
    2. In the BMC Remedy Migrator Options dialog box, expand Differences and select Display.
    3. Select the Display all missing objects option, and make sure that all the other options are deselected.
    4. Open a new server window for StagingServer.
    5. In the navigation pane, click StagingServer to list all the objects on this server.
    6. Sort the object list on the Customization Type column, and select all objects with the valueOverlay or Custom.
    7. Right-click and select Differences > UpgradeComparisonServer.
      BMC Remedy Migrator generates a difference report.
  2. For every overlaid object that exists on UpgradeComparisonServer, but not on StagingServer, decide whether you need the object. If you need it, use BMC Remedy Developer Studio to duplicate the overlay manually by saving it as a custom object on StagingServer.

Comparing and reconciling overlaid objects

If you have overlaid objects that were changed during the upgrade, examine your overlays and add the functionality that was added to the overlaid objects, or remove overlays containing customizations that you no longer want.
Removing an overlay exposes the upgraded object's functionality. To examine the overlays, compare each upgraded origin object that is overlaid on StagingServer to the same origin object on UpgradeComparisonServer, and compare each overlay and its overlaid origin object. You can then adjust the overlay to achieve the behavior that you want.

To compare and reconcile overlaid objects

  1. Enable the required masking options. 
  2. Use BMC Remedy Migrator to compare overlaid objects on StagingServer and UpgradeComparisonServer to identify which objects were changed and what changes BMC made between the versions:
    1. Open a new server window for StagingServer.
    2. In the navigation pane, click StagingServer to display all the objects on this server.
    3. Sort the object list in the Customization Type column, and select all objects with the value Overlaid.
    4. Right-click and select Differences > UpgradeComparisonServer.
      BMC Remedy Migrator generates a differences report that provides a list of objects that have changed.
  3. Keep this first instance of BMC Remedy Migrator open to examine objects in this report.
  4. Use a second instance of BMC Remedy Migrator to compare overlays to overlaid objects on UpgradeComparisonServer:

    Note

    You must have BMC Remedy Migrator installed on a different computer, because you can run only one instance of BMC Remedy Migrator on a single system.

    1. Open a new instance of BMC Remedy Migrator.
    2. Open a new server window for UpgradeComparisonServer.
    3. In the navigation pane, click nameOfUpgradeComparisonServer to display all the objects on this server.
    4. Sort the object list in the Customization Type column and select objects (in the previously created list) with the value Overlay in this column.
    5. Right-click and select Differences > UpgradeComparisonServer.
    6. In the Source-Destination Mapping window, click Map Overlay To Base to populate the Destination Object Name column with the corresponding overlaid object for each overlay object.
    7. Click OK to generate the difference report.
  5. For each object in the difference report generated in step 2d, use the first instance of BMC Remedy Migrator to identify differences resulting from the upgrade. Use the second instance to see differences between the overlay and the overlaid object.
  6. Based on the differences generated in the report, use BMC Remedy Developer Studio to delete the overlay or modify it on StagingServer:
    • To use the new features in the latest release, delete the overlay.
    • To retain the customizations in your current production system when you upgrade to the latest release, merge the differences from the origin object into its overlay.

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.

Comments