Upgrading the platform
From 9.1.04 onward, BMC recommends you to upgrade the platform components by using the zero-downtime upgrade method. If you wish to, you can perform staged upgrade for the platform components. Whether zero-downtime (in-place) or staged upgrade, you must upgrade the platform components on all the servers of a server group and then upgrade the application components.
You can upgrade the platform components (BMC Remedy AR System and BMC Atrium Core) separately from any applications on the system. You must upgrade the AR System server and the Atrium Configuration Management Database (CMDB) together, and they must be at the same version. You can perform zero-downtime upgrade for the platform components.
BMC Remedy Mid Tier can be upgraded independently and be on a different version (earlier or later) than the AR System server and the CMDB.
Before you begin
|Plan||Create an upgrade plan by reviewing the section Planning an upgrade. This document covers important upgrade decisions and considerations, such as system requirements, which upgrade method to use, and which components to upgrade.|
|Prepare||Complete the tasks in the Preparing section, which will help you prepare for running the upgrade installers.|
Platform upgrade process
- While the upgrade is processing, you should not perform any Remedy AR System or Atrium CMDB administrative functions until the upgrade is complete for that system.
If you are using a currency format other than the default(default format is USD), you must run the currency utility before upgrading the platform and application components to 9.1.04 or later versions. Running the currency utility preserves the customization relevant to currency settings. Download the latest currency utility from BMC Communities. As a precaution, take a backup of the database before running the currency utility. The database backup might be required if a power outage or some technical issue interrupts the currency utility.
To run the currency utility manually, see Running currency utility before upgrading the platform components.
|1||Upgrade the Mid Tier.|
|2||Prepare the server group for an upgrade.|
When you are performing a zero-downtime upgrade or an upgrade with an outage window, first check the following details:
Start the non administrative servers one by one and ensure the following items:
To prepare a server group for upgrade, do one of the following actions:
|3||Upgrade BMC Remedy AR System on the primary server.|
The primary server in the context of upgrades is the server that has a rank 1 for administration operation in the AR System Server Group Operation Ranking form. You should first upgrade the server with the administration operation rank 1 because administration operations ownership is required to import workflows during an upgrade.
|4||Upgrade BMC Atrium Core on the primary server.|
|5||Reconcile AR customizations.|
Reconcile once after you upgrade the platform on the primary server. See Adjusting customizations when upgrading.
|6||Upgrade Secondary Servers.||Repeat steps 1 to 4 for the Secondary servers.|
|7||Verify platform upgrade status for the entire server group.|