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This section presents the following options for upgrading BMC Analytics for Business Service Management (BMC Analytics for BSM):

  • If you use a linked universe, you can upgrade the product to replace the master universe. In that scenario, your customizations are maintained in your linked universe. You then perform an extra step to verify the link between the new master universe and your linked universe.
  • If you do not use the linked universe feature, you must perform steps to ensure that your customizations are recorded, upgrade the product, then reapply your customizations. BMC recommends that you create a linked universe and apply your customizations to the linked universe so that you do not have to manually reapply the customizations for a future upgrade.

Warning

Installing a newer version of the product overwrites the reports, database connection, universe, and any customizations to the universe or reports. If you do not use the linked universe, back up your existing reports and universe and ensure that you have recorded any customizations before proceeding with the upgrade.

Upgrading when you are migrating from SAP BusinessObjects Enterprise XI 3.1 to SAP BusinessObjects BI 4.0 or 4.1

Use either of the following scenarios, according to whether you use a linked universe.

Upgrading the product if you use a linked universe

If you use a linked universe, use the procedures listed in the following table to upgrade the product:

Step

Procedure

Reference

1

Back up the existing universe and reports using the Import Wizard.

Backing up the universe and reports using the Import Wizard

2

Uninstall the previous version of the product.

Uninstalling BMC Analytics for BSM

3

If you use BMC Remedy AR System as your data source, remove the ANA:Fiscal_Calendar form.

Removing the fiscal calendar form from BMC Remedy AR System

4

If you integrated BMC Analytics for BSM with BMC Atrium Single Sign-On, configure the BMC Atrium Single Sign-On environment for the upgrade.

Configuring the BMC Atrium Single Sign-On environment before upgrading

5

Migrate from SAP BusinessObjects Enterprise XI 3.1 to SAP BusinessObjects BI 4.0 or 4.1 using the Upgrade Management Tool

Note: BMC Analytics for BSM version 8.1.00 supports SAP BusinessObjects BI 4.0 Service Pack 6 or later and SAP BusinessObjects BI 4.1 Service Pack 1 or later.

Migrating from SAP BusinessObjects Enterprise XI 3.1 to SAP BusinessObjects BI 4.0 or 4.1

6

Install version 8.1.00 of BMC Analytics for BSM.

Performing the installation

7

Validate the linked universe.

Validating the linked universe

Upgrading the product if you do not use a linked universe

If you do not use a linked universe, use the steps in the following table to upgrade the product:

Step

Procedure

Reference

1

Record customizations to the existing universe and reports (if not already done).

Recording customizations to the universe and reports

2

Back up the existing universe and reports using the Import Wizard.

Backing up the universe and reports using the Import Wizard

3

Uninstall the previous version of the product and remove the universe, connection, and reports.

Uninstalling BMC Analytics for BSM

4

If you use BMC Remedy AR System as your data source, remove the ANA:Fiscal_Calendar form.

Removing the fiscal calendar form from BMC Remedy AR System

5

If you integrated BMC Analytics for BSM with BMC Atrium Single Sign-On, configure the BMC Atrium Single Sign-On environment for the upgrade.

Configuring the BMC Atrium Single Sign-On environment before upgrading

6

Migrate from SAP BusinessObjects Enterprise XI 3.1 to SAP BusinessObjects BI 4.0 or 4.1 using the Upgrade Management Tool

Note: BMC Analytics for BSM version 8.1.00 supports SAP BusinessObjects BI 4.0 Service Pack 6 or later and SAP BusinessObjects BI 4.1 Service Pack 1 or later.

Migrating from SAP BusinessObjects Enterprise XI 3.1 to SAP BusinessObjects BI 4.0 or 4.1

7

Install version 8.1.00 of BMC Analytics for BSM.

Performing the installation

8

Reapply any customizations.

Reapplying customizations to the universe and reports

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