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Performing pre-upgrade checks and configuration checks

The pre-upgrade and configuration checks are invoked automatically by the following product installers:

 Click here to expand the product list
  • BMC Remedy Action Request (AR) System
  • BMC Atrium Core 
  • BMC Remedy ITSM
  • BMC Remedy ITSM Process Designer
  • BMC Service Level Management 
  • BMC Service Request Management
  • Unified Data Management
  • BMC Remedy Smart Reporting

The installers use the following information to invoke the checks: 

  • The product being deployed 
  • The installer mode: install or upgrade
  • Whether or not the system is a primary server or a non-administrative secondary server


Best Practice

BMC recommends that you rely on the installer to run the pre-upgrade checks.

To evaluate configuration settings and the environment outside of an install or upgrade, we encourage you to run configuration checks by running the BMC Remedy Configuration Check utility manually. 
In this topic

Overview of the BMC Remedy Configuration Check utility

The output of the BMC Remedy Configuration Check utility is a consolidated report that contains the following details:

SectionDescription
 Summary


Name of the check
Components on which the checks are performed.

Type of check (pre-upgrade or configuration check)

Status of the check
DetailsMessage (Error, Warning, Info)

Hints for the checks that failed

Additional information such as actual value and expected value on the checks that failed

You can view the configuration check report directly from the installer, from the Configuration Check utility interface, from the command line interface, or by opening the HTML report file (\result\configchecheckerOutput.html) in a browser.

Diagnosing and resolving the configuration check results

The following topics list the pre-upgrade and configuration checks, their expected results, and the corrective actions:

Manually running pre-upgrade checks and configuration checks

The following table lists the tasks for running the BMC Remedy Configuration Check utility outside of the installer to perform pre-upgrade and configuration checks.

Tip

For platform components, you must run the checks before installing BMC Remedy AR System and after installing BMC Atrium Core.  

StepActionAdditional information
1.

Obtain the BMC Remedy Configuration Check utility

The configcheckerversionNumber_buildNumber.zip file is bundled with the BMC Remedy AR System installer. Run the utility after extracting the contents of the file. For information about how to obtain the files that you need for installation, see Downloading the installation files.

In 9.1.02, the BMC Remedy Configuration utility is installed as part of BMC Remedy AR System server at <InstallDirectory>\ARSystem\configchecker.

Note:

Ensure that the value of JAVA_HOME is set correctly. If you do not set the JAVA_HOME correctly, you may not be able to run the BMC Remedy Configuration Check utility outside of the installer to perform pre-upgrade and configuration checks.

Use Java 8 update 45 or later.

2.

(Optional) Set the configuration check preferences

Before you run the BMC Remedy Configuration Check utility, you can optionally set the following preferences in Interactive command line mode:

  • BMC Remedy AR System version — By default, the BMC Remedy Configuration Check utility is configured to run a check for BMC Remedy AR System installation or upgrade. If you want to run the configuration check for prior versions, you can change the target release. For more information, see setting the target release.
  • Report mode — By default, the BMC Remedy Configuration Check utility generates a report in warn mode. You can set the report mode to info, warn (default), or error, as per your preferences. For more information, see the information about setting the report mode.
3.Run the Configuration Check utility

You can run the BMC Remedy Configuration Check utility in one of the following modes:

Important:

  • Run the utility locally on a computer on which BMC Remedy AR System is installed. Do not run the utility remotely.
  • Run the pre-upgrade checks by using the same version of Configuration Check utility as that of BMC Remedy AR System server to which you want to upgrade.
  • Run the BMC Remedy AR System checks and BMC Atrium Core checks together, before you upgrade the platform components. You cannot run only the BMC Atrium Core checks after you upgrade BMC Remedy AR System and before upgrading BMC Atrium Core.
4.View the log files

When you run the BMC Remedy Configuration Check utility, a log file is generated and placed in ./configchecker/Logs. Logs can be generated at the Info (default) or Debug level.

For more information, see Viewing configuration check log files and changing logging level.

5.View the configuration check reports

After you run the BMC Remedy Configuration Check utility, it generates a consolidated HTML report from the configuration check result file (configcheckResult.xml). The utility generates a single report for all the components in the BMC Remedy ITSM suite environment that were selected for performing the check. 

For more information about locating and understanding the configuration check report, see Viewing configuration check reports.

Configuration checks on a single server and in a server group environment

How you run the BMC Remedy Configuration Check utility depends on your environment:

  • Single Server environment — If your environment uses a single BMC Remedy AR System server, run the BMC Remedy Configuration Check utility directly on the AR System server that you use for your data load jobs. Do not run the BMC Remedy Configuration Check utility remotely.
  • Server Group environment — For this type of environment, run the BMC Remedy Configuration Check utility from the server on which escalations are enabled.

    Notes

    • If you configured a designated carte server, you need to address only the error or warning messages that the BMC Remedy Configuration Check utility issues for the Carte server. You can safely ignore the messages issued for the other AR System servers in the group. For more information, see  Configuring Data Management: Recommendations  
    • If you configured a default Carte server and are running load balancing in your environment, you must also pay attention to any error or warning messages related to the Pentaho plug-in that the BMC Remedy Configuration Check utility issues for all of the AR System servers in the group.
    • In a server group environment, while upgrading the AR System servers, ensure that you run the BMC Remedy Configuration Check utility before you upgrade any server in the server group.

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