Preparing for upgrade
Before you start your upgrade process, make sure you review and perform the following tasks:
Before you begin
Before you upgrade, make sure that:
- You have read this BMC Communities blog post on upgrading to BMC Discovery 11.1 from systems with disabled CMDB synchronization connections.
- If you are upgrading from version 10.1.x, recreate the filters in the CMDB Sync filter tab after upgrade and before CMDB synchronization can be used. The upgrade includes significant changes to CMDB synchronization. Many existing filters will not longer be compatible with the new filtering system. For more information see, CMDB synchronization filters.
- If you have made changes to OS configuration files on the appliance, you must verify and reapply the changes as required post-upgrade.
The changes that you made might have been overwritten by the upgrade process.
- You backup your database because the upgrade BMC Discovery process performs an upgrade of the database.
You can restore the backup to an appliance by running the pre-upgrade version.
- You create necessary relationships between nodes.
The upgrade involves model changes. Therefore, you must verify and create additional relationship between nodes as required post-upgrade. The system writes messages to the
tw_svc_reasoning.log, using the phrase
- You are a user with admin security privileges, such as the system user.
Upgrade archive naming conventions
To help you locate the necessary files, the upgrade archives for BMC Discovery use the following file naming conventions. Product upgrades from BMC Discovery version 10 and later use a .tgz file extension. Previous versions used a .sh.gz extension and required manual verification using checksums. The compressed OS upgrade archive retains the .sh.gz file extension.
- For product upgrades later than 10.0:
Vnis the BMC Discovery version number to which you are upgrading to and
nnnnnnis the build number.
- For OS upgrades:
yy.mm.ddis the date of the last package update from Red Hat and
nnnnnnis the build number.
- When you run the upgrade, the timezone you specified will be overwritten and reset to Europe/London unless you have updated the variable
/etc/sysconfig/clock. For information about how to do configure the timezone, see Localizing the appliance .
- You can re-run the upgrade if it is terminated or fails. Destructive actions are recorded and are skipped on subsequent upgrade runs. Consequently when an upgrade is re-run, it is usually significantly quicker. You are unlikely to need to run the upgrade more than once, as it would only be required if an upgrade fails. See also the
tw_run_upgradecommand to re-run an upgrade.
- The synchronization mechanism has changed in 10.2 and later, to reduce the amount of querying performed on the CMDB. As a result it will be necessary to resynchronize a connection that existed prior to the upgrade. See Resyncing a CMDB Connection for more information.
- Where an upgrade makes changes to syncmapping files (see Default CDM Mapping and Syncmapping block), the initial CMDB syncs after upgrade might result in longer reconciliation times. Examples of such changes are key changes or attribute changes on a CMDB CI.
- The location used by the upgrade for temporary files must be readable by the
tidewayuser. The default location (which will be created if it does not exist) is
/usr/tideway/tmp, and can be changed using the command line option
- Where SQL and JDBC credentials are in use, their existing properties files continue to be used and updated properties files are installed but not used. Where such credentials are unused, the old properties files are replaced with the latest.
In BMC Discovery 11.0, where an external CI with no kind is promoted to shared or contained is synchronized, its key is updated incorrectly. This has been fixed in version 11.1. When upgrading from BMC Discovery version 11.0, you will see some churn in the CMDB as CIs with incorrect keys are deleted and replaced by CIs with correctly generated keys. This is most frequently seen for BMC_SoftwareServer CIs that are shared between other BMC_SoftwareServer CIs.
Approach to upgrading consolidating systems
If you are upgrading a scanning appliance you may have to also upgrade the consolidation appliance. Version 9.x, 10.x, 11.0 and 11.1 scanning appliances can consolidate to version 11.1 consolidating appliances. However, version 11.1 scanners cannot consolidate to earlier consolidating appliances. Once you have upgraded your consolidating appliances, you can then upgrade scanning appliances as required. You must upgrade all your appliances eventually.
When a system uses consolidation, BMC recommends the following approach in upgrading BMC Discovery:
- Stop discovery on scanning appliances.
- Ensure that all consolidation operations are complete.
- Stop discovery on consolidating appliances.
- Upgrade consolidating appliances.
- Restart discovery on the consolidating appliances.
- Restart discovery on the scanning appliances.
- Upgrade scanning appliances as required.