Performing the upgrade

This section provides a high-level overview on how to adopt the In-Place strategy to upgrade products in your production environment. You do not take any BMC products off-line during the upgrade process; instead, you upgrade them "live," because you do not expect the upgrade to radically disrupt your production environment. 

Before you begin

• Download the BMC Cloud Lifecycle Management installation files. See Downloading the installation files.
• Do not run the installer on the same VM where you install the products; use a separate VM. You can recover this VM later, after you finish the cloud installation.

• If you used the same VM to install earlier versions of BMC Cloud Lifecycle Management, perform the following tasks before you run the 4.6 upgrade.
  1. Uninstall the install planner.
  2. Back up or delete the C:\Windows\ProductRegistry.xml file.
  3. Delete %temp% files.

• On Windows hosts, delete old files from the C:\Windows\Temp folder.
• Accept the default values in the installer unless you have a good reason to change them.
• Do not mix IP addresses and host names during product select in the Host Information panel. Enter all IP addresses or all host names, but do not combine them.
• Some special characters create problems during installation. For more information, see Restricting the use of certain characters in passwords.
  • For BMC Network Automation, do not use special characters except _. 
  • For BMC Server Automation, do not use #. 
• Make sure that you take snapshots of your VM when the installer prompts you. These snapshots are valuable if you encounter an error during the upgrade. You can save an enormous amount of time by simply reverting to the saved snapshot, fixing the problem, and then continuing with the upgrade. 
• Review the known and corrected installation issues to avoid potential problems during upgrade.
• Prepare the installation environment. For example, delete all the files from the C:\Windows\Temp folder, make sure that the installer can connect to all the targets, and so on.
  • System requirements for Windows
  • System requirements for Linux
• TrueSight Operations Management and BMC ProactiveNet products are not supported in the 4.6 release and cannot be upgraded with the 4.6 installer. You must use the standalone installer to manually upgrade TrueSight Operations Management or BMC ProactiveNet; you can download the installation files from EPD with assistance from BMC Customer Support. 

• On-board at least one tenant in BMC Cloud Lifecycle Management before you start upgrading. 
• If you want to onboard existing VMs or if you have already onboarded VMs, any service offerings that you want to use or have already used for the VM must include a requestable offering.
• If you plan to upgrade Platform Manager using HTTPS/SSL with third-party certificates, import RootCA.crt into the Planner JRE (for example, <Planner_Install_Directory>\Planner\windows\Disk1\files\jre\lib\security).

To use the In-Place strategy to upgrade products in a production environment

1. Review the appropriate upgrade requirements in Preparing for upgrades.
2. Take a snapshots of your VM or backup your physical machine on which the product is installed.
3. Take a database backup of the product itself and back up the databases.
4. Put the BMC Cloud Lifecycle Management production environment in maintenance mode.
5. Copy the BMC Cloud Lifecycle Management installer on the installer host.
6. Make sure that there are no processes running and that the BMC BladeLogic Remote System Call Daemon (RSCD) Agent default port is not blocked on the target host.
7. Launch the BMC Cloud Lifecycle Management installer and integrate the products.

8. Upgrade the products in the sequence described in the Reviewing the upgrade sequence topic. 

Where to go from here

For an upgrade reference, see Upgrade ready reference. To start the upgrade process, see End-to-end in-place BMC Cloud Lifecycle Management upgrade.