Upgrade procedure

Use this procedure when upgrading BMC Cloud Lifecycle Management to 2.1 SP1, 2.1 SP1 Patch 1, and 2.1 SP2.

The BMC Cloud Lifecycle Management Installer enables you to upgrade BMC products in your cloud environment. The installer guides you step-by-step through the upgrade process, including the configuration of dependent products. You can upgrade only one product at a time, based on the best practice upgrade sequence that BMC recommends. Because certain products are dependent on other products, you cannot upgrade all products at the same time.

To upgrade BMC Cloud Lifecycle Management

1. Select the BMC Cloud Lifecycle Management 2.1 solution CD or download the the solution from the EPD site.
2. Open the Planner folder.
3. Open the Windows or Linux folder, as appropriate for your environment.
4. Open the Disk 1 folder.
5. From the same host where you previously ran the 2.0 installer, start the 2.1 installer:
   • For Windows, double-click setup.cmd.
      Alternatively, you can launch setup.cmd from a command line.
   • For Linux, open a console window and execute the setup.sh script.
6. In the lower right corner of the Welcome page, click Next.
7. Review the license agreement, select I agree to the terms of the license agreement, and then click Next.

8. On the Installation Prerequisites panel, review all the prerequisites that you must complete before you start the installation, and then click I have read the prerequisites. 

   Note

   If you have not completed any of the prerequisites listed on the Installation Prerequisites panel, make sure that you exit the installer and complete the steps first.

   The Installation Preview page appears.

9. Review the details and then click Install.
    The system verifies that you have the BMC BladeLogic Network Shell (NSH) installed and that you have sufficient space on your current disk to run the installation. The Installer Host check panel is displayed, as shown in the following figure:
   
   

10. Select one of the following installation host check options:

    Host check option	Description
    Perform a host check for all installed products	Check whether all hosts on which the BMC Lifecycle Management 2.0 products were installed are running. The installer also checks for the product versions and their availability. To ensure smooth upgrade of all products, BMC recommends that you select this option for the host check.
    Perform a host check for products that require an upgrade	Checks whether only those products that need an upgrade are running. The installer also checks for the product versions and product availability with this option. However, this verification is performed only for those computers that need an upgrade.
    Do not perform a host check	Skips the host check procedure and proceeds directly to perform the upgrade. BMC recommends that you perform this step only if you previously ran the host check within the same upgrade instance. If you skip the host check for the upgrade, your upgrade process might encounter errors later.

    The host check validates all hosts and returns error messages if any issues are found. Fix those issues before you proceed further.

11. On the Host Check validation message window, click Next.
     The Products Available for Upgrade screen is displayed, as shown in the following figure:
    
12. Select the products that you want to upgrade, based on the best-practice upgrade sequence that BMC recommends.
13. Click Next.
     The Host Operating System Credentials panel is displayed.
14. Specify the credentials for each host or click the Apply the same credentials for all machines box if the credentials apply to all hosts.
15. Click Next.
     The BladeLogic Support and Remote Server Credentials panel is displayed with default values from the previous installation. The RSCD agent is upgraded.
16. Click Next.
     When the Deployment confirmation page appears, carefully review the host settings.
     To change the hosts, click Previous. You cannot modify the configuration after you start the installation.
17. Click Next.
     The installation progress panel is displayed.
18. Click Next.
     The BMC AR System Server and IT Service Management Suite upgrade panel is displayed.
19. Click Next.
     The installer prompts you to take a snapshot of your VM host and to back up your database. To ensure that you can revert to the most recent successfully upgraded snapshot of the product, take a snapshot after every product upgrade.
20. Click Next.
     The installer prompts for additional administrator credentials. Depending on the product that you are currently upgrading, the installer prompts for different credentials.
21. Specify the credentials and passwords for each host in your deployment (for example, the AR System administrator user name and password, as displayed in the following figure).
    
    For a list of credentials for each product, see the upgrade planning spreadsheet. After you have entered the required set up information, the installer validates your inputs.
22. Click Next to continue.
     The installer displays the details of the product to be upgraded.
23. Click Install.
     After the installer completes upgrading a product, the progress window specifies whether the upgrade was successful or whether it finished with warnings.In most cases, you can safely ignore the validation warnings and continue with the installation.
24. Click Next.
     A brief upgrade summary is displayed.
25. (optional) To verify whether any internal errors occurred during the upgrade process, click View Log.
26. To exit the installer, click Done.
27. To upgrade additional products, relaunch the installer and follow the upgrade process.

Where to go from here

1. When you finish upgrading all the BMC Cloud Lifecycle Management products, verify that the upgrade was successful.
2. Perform the post-upgrade configuration tasks.