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This topic describes how to upgrade BMC Capacity Optimization from versions 4.x to version 9.0.

Before you begin

Perform the following tasks:

  • Ensure that BMC Capacity Optimization 4.x is installed. To upgrade from BMC Capacity Optimization (formerly known as Neptuny Caplan) versions earlier than 4.x, you need to first upgrade to BMC Capacity Optimization 4.5.
  • If you are connecting to the host from a remote workstation using an X server, ensure that the X server is running on your workstation, and that the host can connect to the X server.
  • Ensure that you are logged on to the host on which you are upgrading BMC Capacity Optimization as the BMC Capacity Optimization system user.
  • Ensure that you stop all BMC Capacity Organization services and verify that none of them are running. If you are upgrading more than one host, ensure that you stop all BMC Capacity Optimization services on all hosts and verify that none of them are running before upgrading the first host.
  • If you have ETLs using connections to Microsoft SQL Server or Sybase, you have probably edited freetds.conf on ETL Engine Servers. The upgrade procedure does not preserve freetds.conf, so you must back up freetds.conf for every ETL Engine server and replace after the upgrade.

    To back up the current configuration you can, for example, execute the command “mv etl/freetds etl/freetds_backup” inside the product home directory.

Note

If the external Apache service was configured for 4.x version and only serving BMC Capacity Optimization requests, you can safely stop the previous Apache service. BMC Capacity Optimization 9.0 is installed with bundled apache that is preconfigured with BMC Capacity Optimization.

To upgrade BMC Capacity Optimization

  1. Create a temporary folder for the BMC Capacity Optimization installation files.
    BMC recommends /opt/cpitinstall.
    BMC Capacity Optimization binaries are copied from this directory, which is called $TEMPBASE, to the final destination directory, which is the directory for the earlier BMC Capacity Optimization installation.
  2. Define the BMC Capacity Optimization system user as the owner of the temporary folder created in step 1.
  3. Obtain the BMC Capacity Optimization installation files.
  4. In the temporary folder you created in step 1, unzip and extract the installation files:
    1. Unzip the file. Type
      gunzip bco_<version><operatingSystemVersion><architecture>.tar.gz

      Example

      gunzip bco_9.0.0_RHEL5_x86.tar.gz

    2. Extract the files. Type
      tar -xvf bco_<version><operatingSystemVersion><architecture>.tar.gz
  5. Change the directory to BCO/Disk1/.
  6. Set the DISPLAY environment to enable the installation program UI to launch:
    1. Type DISPLAY=<targetHostName>:1.0.
    2. Type export DISPLAY.
  7. Run the installation script. Type ./setup.sh, and then press Enter.
    The BMC Capacity Optimization installation program opens.
  8. On the welcome page, click Next.
  9. Read the End User License Agreement, select I agree to the terms of the license agreement., and then click Next.
  10. On the Directory Selection page, verify that the default Destination Directory is the directory for the earlier BMC Capacity Optimization installation, and then click Next.
  11. On the page that lists the components that are being upgraded, verify that the list is accurate, and then click Next.
  12. Perform one of the following steps:

     If you are upgrading the database schema

    On the Oracle Database Information page:

    1. Verify the following information:
      • Oracle Client Home: Verify the local directory path of the Oracle client.
      • Oracle Alias: Verify the alias for the local Oracle client (TNS).
      • Oracle Service Name: Verify the name of the global Oracle SID.
      • Database Host Name: Verify the host name of your Oracle database host.
      • Listener Port: Verify the Oracle Listener port number.
    2. If you are upgrading from BMC Capacity Optimization 4.0, and the installation program is migrating the database users and tablespaces, select Migrate the Database Users and Tablespaces, and then type or verify the following information:
      • User Name: Verify the name of the Oracle user that is setting up the database schema. This is either sys or another user that your Oracle database administrator has created for this purpose.
      • Password: Type the password of the Oracle user that is setting up the database schema.
      • Datafile Path: Verify the path of the Oracle datafile.

        Note

        If you are upgrading from BMC Capacity Optimization 4.0 and you do not select Migrate the Database Users and Tablespaces, the Oracle database administrator must have manually migrated the BMC Capacity optimization database users and tablespaces prior to running the installation program. For more information about manually migrating the database users and tablespaces, see Manually setting up or migrating database users and tablespaces in BMC Capacity Optimization.

    3. If you are upgrading from BMC Capacity Optimization 4.5, and the installation program is verifying existing database users and tablespaces, select Verify Database Users and Tablespaces.
    4. If you are upgrading from BMC Capacity Optimization 4.0 and migrating database users and tablespaces, or upgrading from BMC Capacity Optimization 4.5 and verifying existing database users and tablespaces, verify the following information (scroll down):
      • TNS Names File Location: Verify the location of tnsnames.ora.
      • Catalog Tablespace: Verify the name of the catalog tablespace.
      • Catalog Index: Verify the name of the catalog index.
      • Data Tablespace: Verify the name of the data tablespace.
      • Data Index: Verify the name of the data index.
      • Reporting Role: Verify the Oracle role for reporting.
      • DB Owner: Type the name of the BMC Capacity Optimization database owner.
      • DB Owner Password: Type the password of the BMC Capacity Optimization database owner.
      • Views User Name: Verify the name of the user that the BMC Capacity Optimization Dashboard JSP engine uses to access the database.
      • Views Password: Verify the password of the user that the BMC Capacity Optimization Dashboard JSP engine uses to access the database.
      • Reports User Name: Verify the name of the user that the BMC Capacity Optimization Reports uses to access the database. The default name is CPIT_REP.

        This parameter is available only if you are upgrading to 9.0.01.

      • Reports Password: Verify the password of the user that the BMC Capacity Optimization Reports uses to access the database. The default password is CPIT_REP.

        • This parameter is available only if you are upgrading to 9.0.01.
        • If you are upgrading to BMC Capacity Optimization 9.0.01 and you have customized this password, you will need to verify  the password. For the default user name CPIT_REP, the password should be CPIT_REP.
          If you have have already upgraded from 4.x to 9.0, and are then upgrading to 9.0.01, you must manually specify the CPIT_REP user password.
    5. If you are upgrading BMC Capacity Optimization in a high-availability configuration, select High Availability Information, and then type the JDBC URL – the URL for Oracle RAC Java database connectivity.
    6. Click Next.
     If you are upgrading components other than the database schema
    1. Verify the following:
      • Oracle Client Home: Verify the local directory path of the Oracle client.
      • Oracle Alias: Verify the alias for the local Oracle client (TNS).
    2. Click Next.
    3. On the Connect with existing BMC Capacity Optimization Server page, perform one of the following actions:
      • If the server you are upgrading connects to an existing BMC Capacity Optimization application server over a LAN, select LAN Connection, and then verify or type the following:
        • Web Server Address: Type the address of the web server on the existing BMC Capacity Optimization server.
        • Web Port: Verify the Apache web server consult port on the existing BMC Capacity Optimization server.
      • If the server you are upgrading connects to an existing BMC Capacity Optimization application server over a WAN, select WAN Connection, and then verify or type the following:
        • Data Hub Server Address: Type the address of the Data Hub on the existing BMC Capacity Optimization server.
        • Data Hub Port: Verify the port of the Data Hub on the existing BMC Capacity Optimization server.
    4. Click Next.
  13. On the Installation Preview page, verify the accuracy of the information, and then click Install.
    The installation program upgrades BMC Capacity Optimization. This can take up to 10 minutes.
  14. After the program finishes and confirms the installation, click Done.

Where to go from here

  • Before you can start using BMC Capacity Optimization, you must verify the installation and configure BMC Capacity Optimization.
  • If you have backed up the freetds.conf file, you must replace the freetds.conf file from the backup directory. To do this, execute the following command inside the product home directory:
    cp etl/freetds_backup/etc/freetds.conf etl/freetds/etc