Preparing to upgrade the Application Server and ETL Engine

Before upgrading to the latest version of the Application Server and ETL Engine, review the following sections and complete the required activities to ensure that the installation program can successfully perform the upgrade.

Complete the pre-upgrade tasks

  • Review the System requirements for the Application Server and ETL Engine to ensure that your system meets the new requirements before starting the upgrade.

  • In a standard oracle database deployment, database administrators implement the custom security hardening scripts to adhere to internal policies (such as restricting visibility to some common packages or views). However, for the TrueSight Capacity Optimizationproduct installer to query the ALL_USERS table in Oracle to retrieve all database users, ensure that your Oracle environment is not hardened.

  • Ensure that you have a full database and file-system backup of the installation folder or VM snapshot of all servers that host TrueSight Capacity Optimization components. The Repository folder contains deployment-specific historical data that must be preserved upon upgrade. Restoring the database backup will suffice to restart the upgrade from scratch.

  • You can upgrade the product as a root or a non-root user. BMC recommends that you upgrade it as a root user, because the Shared Repository option is available only to the root user. 

    If you are using a local repository and want to use a shared repository after the upgrade, perform the following steps:

    1. Take a backup of your existing repository.
    2. Perform the upgrade as a root user, and select Shared Repository on the Shared Repository Configuration page.
    3. Copy the backup taken before starting the upgrade to $BCO_HOME/repository.

Recreate custom views

When upgrading from TrueSight Capacity Optimization version 10.7 or 10.7.01, custom views that were created in TrueSight Capacity Optimization version 10.7 will not be available after you upgrade to this version. If you want to continue to use these custom views, you must create them in the TrueSight console before you upgrade to 11.3.01.

Step #ConsoleStepReference/How-to topic
1.TrueSight Capacity Optimization console

Review the existing custom view to identify the data marts or models used to create the view.

Accessing capacity views in the TrueSight Capacity Optimization console

2.TrueSight console

Identify and select the view page templates that you need to create the required custom view.

View page templates
3.TrueSight consoleConfigure the required view page templates, data marts and models.Adding and managing views

View Migration Toolkit is available in the  TrueSight Capacity Optimization community  that might assist in migrating some of the custom views from the TrueSight Capacity Optimization console to the TrueSight console. This video demonstration  explains how to migrate custom views by using the View Migration Toolkit.

Important Disclaimer

The View Migration Toolkit is provided “as is” on the Capacity Optimization community, outside the scope of product maintenance and BMC Support.

Upgrade scenarios for a typical or distributed deployment

Depending on how you deployed the Application Server components, your upgrade process can vary.

Upgrade process for a typical deployment

  1. Upgrade the Primary Server (which includes the web server and data hub) and ETL Engine.
  2. Upgrade additional local or remote ETL Engines, if deployed

Upgrade process for a distributed deployment

  1. Upgrade the Primary Server (which includes the web server and database components).
  2. Upgrade the remaining components (data hub, primary scheduler, additional web servers, additional ETL Engines). If these components are on separate servers, upgrade them in the following recommended order.
    1. Data hub
    2. Primary scheduler
    3. Additional web servers
    4. Additional local or remote ETL Engines

Check the version of the integrated TrueSight Operations Management 

Consider the following scenarios to work with the TrueSight Operations Management extractors:

Scenario 1: TrueSight Operations Management is upgraded to version 10.1 or later

Scenario 2: TrueSight Operations Management version is not upgraded to 10.1 or later

If you were using the old TrueSight Operations Management extractors, you must now use the corresponding new extractors.

To use the new extractor, perform the following steps:

  1. Stop the old extractor.
  2. Configure and schedule the corresponding new extractor.
    Note: Ensure that you use the Entity Catalog from the corresponding old extractor.

You can continue to use the old extractors:

  • BMC - TrueSight Operations Management 9.0/9.5/9.6/10.0 extractor
  • BMC - TrueSight Operations Management 9.0/9.5/9.6/10.0 Generic View Extractor

For information about upgrading to the latest TrueSight Operations Management version, see  Upgrading to TrueSight Operations Management 11.3.01.

Where to go from here

Perform the other pre-upgrade tasks listed in Preparing to upgrade TrueSight Capacity Optimization.

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