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     Preparing to upgrade

    Whether you are upgrading and migrating customizations or simply upgrading, you must first back up the current installation. If the .kml file or any of the .km files for the new version of PATROL for Exchange Servers has a different file name from the previous version, you must remove those files from the list of KMs that are preloaded on the PATROL Agent.

    Before you begin

    • If you plan to migrate your customizations, determine whether you can migrate from a previous version of PATROL for Exchange Servers. See the following table to determine whether migration is supported for your current version of PATROL for Exchange Servers.
    • You should complete this process on a limited number of computers in the test environment first, test the merged KMs thoroughly, and then deploy them to your production environment.
    • When upgrading, you must stop the PATROL Agent Service before running the installer.
    • When upgrading, you must close the PATROL Console before running the installer.

    If you have a previous version of PATROL for Exchange Servers installed on the target computer, you have two options for upgrading to the new version of PATROL for Exchange Servers.

    Note

    • After you upgrade, you must configure the mailbox.
    • After you upgrade, you must reload the KMs.

    Automatic migration of console and agent customizations

    Only customizations to KMs must be migrated.

    Whether you choose to save and migrate your KM customizations or not, the customizations you have made to

    • Agents—stored in the agent configuration file
    • Consoles—stored in the console cache files

    are preserved and incorporated into the new version automatically.

    Note

    Customized KMs and PSL files are also stored in the cache but they are NOT automatically preserved and incorporated.

    Determining whether you can migrate KM customizations

    Before migrating customizations, you must determine whether or not your customizations to PATROL for Exchange Servers can be migrated to the new version of PATROL for Exchange Servers. See the following table to determine whether migration is supported for your current version of PATROL for Exchange Servers. If migration is supported, select one of the following installation procedures to migrate your customizations:

    Note

    PATROL for Exchange Servers version 5.3.00 does not support a migration path by using a merge map file. PATROL for Exchange Servers supports upgrading by preserving previously configured Roundtrip sessions. Use the PATROL Configuration Manager to deploy custom threshold settings.

     Versions that you can migrate

    Component

    Version

    PATROL for Exchange 2003 Servers

    5.2.00

    PATROL for Exchange 2007 Servers

    5.2.10

    PATROL for Exchange 2007 Servers

    5.2.20

    Conditions for upgrading

    Use the following table to help you choose an upgrade procedure.

       Choosing an upgrade procedure

    Use this procedure

    If you have this situation

    Upgrading Without Saving KM Customizations

    • Have not made any customizations to the KM files in your previous version of PATROL for Exchange Servers
    • Want to overwrite customizations that you made to the KM files with the default values of the new version of PATROL for Exchange Servers
    • Have a currently installed version of PATROL for Exchange Servers that cannot be migrated (See the following table)

    Upgrading and Preserving KM Customizations

    Made customizations to the KM files in your previously installed version of PATROL for Exchange Servers and want to save those customizations and migrate them to the new version of PATROL for Exchange Servers

    Determining the location of PATROL

    During the installation process, the PATROL Installation Utility records where it installs PATROL components in environment variables. To function properly, various components of the PATROL product, such as the PATROL Configuration Manager, require the information stored in these variables. Two important variables are PATROL_HOME and PATROL_CACHE.

    Throughout this book, all references to PATROL_HOME represent %PATROL_HOME% in a Windows environment and $PATROL_HOME in a UNIX environment. All references to PATROL_CACHE represent %PATROL_CACHE% in a Windows environment and $HOME/patrol in a UNIX environment.

    Default values for PATROL location variables

    If you do not specify a location for the PATROL installation, the installer uses the following preprogrammed default locations and stores these locations in environment variables.

    Default values for PATROL location variables

    Variable

    Default value

    PATROL_HOME

    C:\Program Files\BMC Software\PATROL3 (Windows)

    /opt/bmc/PATROL3 (UNIX)

    PATROL_CACHE

    %HOMEDRIVE%%HOMEPATH%\PATROL3 (Windows)

    $HOME/PATROL3 (UNIX)

    Viewing environment variables set by PATROL

    To view the value of PATROL_HOME, PATROL_CACHE, and other environment variables, perform the appropriate procedure for your operating system or shell:

    Operating System/Shell

    Procedure

    Microsoft Windows 2000 Microsoft Windows 2003

    Using the Control Panel tools

    1. From the Start Menu, select the Start > Settings > Control Panel menu command.
    2. Open the System application.
    3. Select the Environment tab.
    4. Scroll through the System Variable list box to view the variables.

    Note: The System application displays PATROL_CACHE only if it is set to a value other than its default value.

    Using the PATROL Environment Probe

    1. From the Start Menu, select the Start > Programs > BMC PATROL > PATROL Environment Probe menu command.
    2. Scroll to the variables that you want to view.

    Bourne and Korn

    At the shell command prompt, type export and press ENTER. The shell displays a list of environment variables and their values.

    Note

    If PATROL_HOME is not set, run patrolrc.sh

     

     

    C

    At the shell command prompt, type setenv and press ENTER. The shell displays a list of environment variables and their values. 

    Note

    If PATROL_HOME is not set, run patrolrc.sh


     

    Upgrading without saving KM customizations

    If you do not want to save any customizations of .km files, PSL code, alarm thresholds, or events, you can simply install the new version of PATROL for Exchange Servers over your previous version after moving or deleting PATROL for Exchange Servers files from the PATROL_CACHE and PATROL_HOME directories. See First-time Microsoft Exchange Servers installation for instructions.

    Note

    Customizations applied using PATROL Configuration Manager or operator overrides are automatically saved in the agent configuration database. They will take effect automatically unless the parameter name or application name has changed. In either of those cases, you must reapply the customizations.

    Upgrading and preserving KM customizations

    If you want to upgrade to the new version of PATROL for Exchange Servers, and you want to preserve any customizations you have made to the .km files in the previous version of PATROL for Exchange Servers, you must either migrate your customizations manually or use the PATROL Configuration Manager.

    Customizations made to PATROL for Exchange Servers can include changes to the parameter alarm ranges, states, or other parameter properties.

    Migration of .km files with the PATROL Configuration Manager is automated, with the following exceptions:

    • Modified PSL code, whether it is embedded in .km files or in .psl files
    • New KMs that you created

    After you install the new version of PATROL for Exchange Servers, use the PATROL Configuration Manager rules and rulesets to migrate your customizations into PATROL for Exchange Servers version 5.3.00.

    To back up the current installation

    Back up your customizations so that you can restore the current installation if you want to roll back your upgrade.

    1. Shut down any PATROL Agents, consoles, and related services that are currently running. Verify that the following processes are stopped: MSEXCHE2E.exe, MSEXCHRoundtrip.exe, MSEXCHMapidata.exe, MSEXCHInetE2E.exeMSEXCHInetE2E_Receive.exe, and MSEXCHInetE2E_Send.exe. If the processes are not stopped, use the Task Manager to stop them.

     

    Remove the following obsolete or changed .kmfiles from the list of preloaded KMs on each PATROL Agent:

     Obsolete Knowledge Module files

    PATROL for Exchange Servers version

    Obsolete .km files

    Obsolete .kml files

    4.0.00

    • MSEXCH_Client.km
    • MSEXCH_EndToEnd.km
    • MSEXCH_IMAP4_Container.km
    • MSEXCH_POP3_Container.km
    • MSEXCH_Remote_Server.km

     

    • MSEXCH_Full.kml
    • MSEXCH_Minimal.kml
    • MSEXCH_Typical.kml

    4.0.01

    • MSEXCH_Client.km
    • MSEXCH_EndToEnd.km
    • MSEXCH_IMAP4_Container.km
    • MSEXCH_POP3_Container.km
    • MSEXCH_Remote_Server.km

     

    • MSEXCH_Full.kml
    • MSEXCH_Minimal.kml
    • MSEXCH_Typical.kml

    4.1.00

    • MSEXCH_Client.km
    • MSEXCH_EndToEnd.km
    • MSEXCH_IMAP4_Container.km
    • MSEXCH_Internet_EndToEnd.km
    • MSEXCH_POP3_Container.km
    • MSEXCH_Remote_Server.km

     

    • MSEXCH_Full.kml
    • MSEXCH_Minimal.kml
    • MSEXCH_Typical.kml

    4.1.01

    • MSEXCH_Client.km
    • MSEXCH_EndToEnd.km
    • MSEXCH_IMAP4_Container.km
    • MSEXCH_Internet_EndToEnd.km
    • MSEXCH_POP3_Container.km
    • MSEXCH_Remote_Server.km

     

    • MSEXCH_Full.kml
    • MSEXCH_Minimal.kml
    • MSEXCH_Typical.kml

    5.0.00

    • MSEXCH_Chat_Communities.km
    • MSEXCH_Chat_Servers.km
    • MSEXCH_Conference_Performance.km
    • MSEXCH_DataConf_Server.km
    • MSEXCH_Directory.km
    • MSEXCH_Events.km
    • MSEXCH_GroupWise_Connector.km
    • MSEXCH_IM_Server.km
    • MSEXCH_IM_Virtual_Server.km
    • MSEXCH_Inet_Containers.km
    • MSEXCH_Inet_Mail.km
    • MSEXCH_Inet_Protocols.km
    • MSEXCH_IS_Container.km
    • MSEXCH_IS_Private.km
    • MSEXCH_IS_Public.km
    • MSEXCH_Lotus_Connector.km
    • MSEXCH_Lotus_Notes_Connector.km
    • MSEXCH_MCUConf_Server.km
    • MSEXCH_MsMail_Connector.km
    • MSEXCH_MsMQ_Connector.km
    • MSEXCH_MsMQ_Container.km
    • MSEXCH_Oledb_Ev_Container.km
    • MSEXCH_Oledb_Events.km
    • MSEXCH_Oledb_Res_Container.km
    • MSEXCH_Oledb_Resources.km
    • MSEXCH_VideoConf_Server.km
    • MSEXCH_Cluster_Node.kml
    • MSEXCH_Conferencing_Server.kml

    See Loading and preloading KMs for Exchange Servers for instructions for removing KMs from the preload list.

     

    1. Ensure that no one is accessing any PATROL files or directories.
    2. Perform a full backup of the directories where PATROL files are typically stored. These directories are listed in the following table:

      Executables and data

      Directory

      Executables & Data

      PATROL_HOME for agent and console installation directories on Windows

      PATROL_HOME/.. for console installation directories on UNIX

      Console Customizations

      PATROL_CACHE for the console working cache on Windows

      PATROL_CACHE for the console working cache on UNIX

    Migrating customizations manually

    If you have only a few customizations, you might find manual migration easier than migrating using the PATROL Configuration Manager. If you have made customizations to the PATROL Script Language (PSL) code, you must manually migrate those customizations. This task contains a procedure for manually migrating each kind of customization.

    Before you begin

    You must move the current PATROL for Exchange Servers files from the PATROL_CACHE directory for the console. If you do not, old product files in PATROL_CACHE are loaded instead of the newly installed files from PATROL_HOME

    Copy the PATROL for Exchange Servers files with the following naming patterns to a directory outside the PATROL installation and delete them from PATROL_CACHE\knowledge and PATROL_CACHE\psl:

    • MSEXCH.km
    • MSEXCH.psl

    To migrate customizations to KM files manually

    1. Ensure that you have made a record of your customizations and have backed up the customized files in the PATROL_HOME and PATROL_CACHE directories.
    2. Uninstall the old version of PATROL for Exchange Servers as described in Uninstalling PATROL for Exchange Servers.
    3. Install the new version of PATROL for Exchange Servers as described in the section Installing for the first time.
    4. Identify and record the coding changes, which represent your customizations, in PATROL for Exchange Servers by comparing the content of the ASCII files in the newly installed PATROL for Exchange Servers version with the content of the customized ASCII files with the same name that is saved in the directory to which you moved the old version.
    5. Incorporate your customizations to the new PATROL for Exchange Servers by performing the following steps:
      1. Restart the PATROL Console.
      2. Load the newly installed PATROL for Exchange Servers.
      3. Using a PATROL developer console, enter the customizations that you identified in step 4, one by one.

    To migrate customized PSL code

    Customizations made to PATROL Script Language (PSL) code are not automatically migrated. These customizations might be embedded in .km files or stored in separate .psl files. Migrate these customizations manually, using the following guidelines:

    • If you modified .psl files that were shipped by BMC, you must manually re-edit the PSL code in the new KM by using a PATROL developer console to reapply your changes.
    • If you modified PSL code embedded in a .km file, that code will be overwritten when you install a new version of the product. You must manually edit the new .km files by using a PATROL developer console to reapply your changes.
    • If you created a new PSL file (not shipped by BMC) outside of a .km file, or if you created new PSL code (not shipped by BMC) and embedded it in a .km file that was shipped by BMC, use the pslsearch utility to search your .km, .psl, and .ctg files for terms that you might have used that have since been adopted by BMC as PSL keywords. Rename any terms that pslsearch identifies as matching existing keywords. Reapply your changes by using a PATROL developer console. For instructions about using the pslsearch utility, see the PATROL Migration Tools User Guide.

    Note

    If you have a customized PSL library that was compiled with an earlier version of the PSL compiler than the version that was provided with PATROL 3.2.09i, you must manually recompile the library by using the PATROL 3.5 compiler.

    Migrating customizations using the PATROL Configuration Manager

    Use the AS_CHANGESPRING KM, a component of the PATROL Configuration Manager, to migrate customizations to PATROL for Exchange Servers. The AS_CHANGESPRING KM identifies all of your customizations and creates a RuleSet equivalent to these customizations. Use this RuleSet to apply the customizations to the new version of PATROL for Exchange Servers.

    For more information about creating and using RuleSets, see the PATROL Configuration Manager User Guide.

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