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Upgrade ready reference

This page gives a complete high-level flow right from preparing your environment for installation to the actual installation procedure. It also includes any optional configuration that you might need. Note that once you have installed the optional products, you must ensure that you perform the following steps before you go live:

  • Perform a sanity check of your upgraded environment
  • Revert the upgraded VMs to the captured snapshot
  • Verify that the customizations are present and fix any issues
  • Complete user acceptance tests

This topic includes the installation flows for the following deployments:

In-Place Upgrade Compact Deployment

Step

Task

Downtime required

Preparing for the upgrade

Consult the following topics:

Also, go through the following and perform these steps:

  1. Before you begin.
  2. Make sure that you have access to all VMs and databases.
  3. Make sure that you have access to all the necessary client tools – BMC Remedy Development Studio, BMC Remedy Migrator and licenses, TrueSight Orchestration Development Studio, and Best Practice Conversion Utility (BPCU) Tool and overlay hash files.
  4. Get customizations and related documents; get TrueSight Orchestration content details.
  5. Export/backup customizations as applicable.
  6. Make sure that you understand VM snapshot process and its limitations.
  7. Make sure that you understand the database backup and restore process.
  8. Collect all application administrator and end-user credentials and ports.
  9. Collect the list of parameters that you changed for performance tuning.

No

Performing the upgrade using the standalone installers for BMC products

Upgrade products using standalone installers as per the upgrade sequence for compact deployment. See Performing the upgrade vall_releases.

Yes

Verifying BMC products upgrade

After upgrading, verify all the products are successfully installed.

See Verifying-upgraded-products.

Yes

Upgrade using BMC Cloud Lifecycle Management installer

Upgrade products using CLM installer as per the upgrade sequence for compact deployment. See Performing-the-upgrade

Yes

Verifying BMC Cloud Lifecycle Management components upgrade

After upgrading, verify all the components are successfully installed.

See Verifying-upgraded-products.

Yes

Post-upgrade configurations

After upgrading successfully, perform the post-upgrade configuration tasks.

See Configuring-upgrades.

Yes

Port the migrations

Yes

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In-Place Upgrade Small or Medium Deployment

Step

Task

Downtime required

Preparing for the upgrade

Consult the following topics:

Also, go through the following topic and do these steps:

  1. Before you begin.
  2. Make sure that you have access to all VMs and databases.
  3. Make sure that you have access to all the necessary client tools – BMC Remedy Development Studio, BMC Remedy Migrator and licenses, TrueSight Orchestration Development Studio, and Best Practice Conversion Utility (BPCU) Tool and overlay hash files.
  4. Get customizations and related documents; get TrueSight Orchestration content details.
  5. Export/backup customizations as applicable.
  6. Make sure that you understand VM snapshot process and its limitations.
  7. Make sure that you understand the database backup and restore process.
  8. Collect all application administrator and end-user credentials and ports.
  9. Collect the list of parameters that you changed for performance tuning.

No

Performing the upgrade using the standalone installers for BMC products

Upgrade products using standalone installers as per the upgrade sequence for compact deployment. See Performing-the-upgrade.

Yes

Verifying BMC products upgrade

After upgrading, verify all the products are successfully installed.

See Verifying-upgraded-products.

Yes

Upgrade using BMC Cloud Lifecycle Management installer

Upgrade products using CLM installer as per the upgrade sequence for compact deployment. See Performing-the-upgrade.

Yes

Verifying BMC Cloud Lifecycle Management components upgrade

After upgrading, verify all the components are successfully installed.

See Verifying-upgraded-products.

Yes

Post-upgrade configurations

After upgrading successfully, perform the post-upgrade configuration tasks.

See Configuring-upgrades.

Yes

Port the migrations

Yes

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