Upgrading

To upgrade BladeLogic Portal, you should take all necessary preliminary steps, such as backing up all relevant data. Then you must migrate the database to the current release, uninstall the old version of portal, and install the most recent version. 

See the following sections for detailed instructions:

Before you begin

Ensuring a clean portal server

To ensure the portal server is a clean environment with no operations currently running, shut down the portal server and then reboot it.

  1. Shut down the portal server:
    • (Windows): From the Control Panel, access the Services window. Select BMC BladeLogic Server and change the status to disabled. Then stop the Portal service.
      Alternatively, you can stop the portal from the Start menu: Start > Programs > BMC Software > BMC Automation Portal > Stop
    • (Linux) : Run both of the following commands:
      • /etc/init.d/Bmcautomation_Portal stop
      • chkconfig Bmcautomation_Portal off
  2. Restart the portal server.
    • (Windows): From the Control Panel, access the Services window. Ensure that the status of BMC BladeLogic Server is Auto. Then start the Portal service.
      Alternatively, you can start the portal from the Start menu: Start > Programs > BMC Software > BMC Automation Portal > Start.
    • (Linux):Enter both of the following command:
      • /etc/init.d/Bmcautomation_Portal start
      • chkconfig Bmcautomation_Portal on

Backing up portal installation information

The recommended back up procedure differs for Linux and Windows.

To back up in Linux

  1. Open the /opt/bmc/ProductRegistry.xml configuration file.
  2. Within that file, search for:
    <productHomeVariableName>BMC_AUTOMATION_PORTAL_HOME</productHomeVariableName>
  3. In the line above, find <productHome><PORTAL_HOME></productHome>. 
    In that row, <PORTAL_HOME> identifies the path to the portal installation.
  4. Cd to  <PORTAL_HOME> .
  5. Determine a location with sufficient disk space to which you can copy portal information. This procedure calls that location <BMCPortalV1.0_FULLBACKUP>.
  6. Copy the contents of the portal installation by entering the following command:
    find . --depth --print | cpio --dump  /<BMCPortalV1.0_FULLBACKUP>
  7. Copy /opt/bmc/ProductRegistry.xml to <BMCPortalV1.0_FULLBACKUP>.

To back up in Windows

  1. Open the \Windows\ProductRegistry.xml configuration file.
  2. Within that file, search for:
    <productHomeVariableName>BMC_AUTOMATION_PORTAL_HOME</productHomeVariableName>
  3. In the line above, find <productHome><PORTAL_HOME></productHome>. 
    In that row, <PORTAL_HOME> identifies the path to the portal installation.
  4. Determine a location with sufficient disk space to which you can copy portal information. This procedure calls that location <BMCPortalV1.0_FULLBACKUP>.
  5. Use any backup tool to make a copy of the <PORTAL_HOME> directory to <BMCPortalV1.0_FULLBACKUP>. 
  6. Copy \Windows\ ProductRegistry.xml to <BMCPortalV1.0_FULLBACKUP>.

Backing up the portal database

A database administrator must perform a full backup of the portal database. The administrator should create a backup dataset in case a backout or restore procedure is needed.

To obtain database details

Use this procedure to obtain the information needed to access the portal database.

  1. Open <PORTAL_HOME>/foundation/configuration/bmc-config.json. 
    See Backing up portal installation information to determine the location of <PORTAL_HOME>.
  2. Within the bmc-config.json file, find the section called foundation_db_service. 
    It provides the host name, port, user, database name, and database type for the portal database.

Migrating a SQL Server database

Use this procedure to upgrade an existing SQL Server database for BladeLogic Portal to the current version of that database.

Preparing for the database migration

You must have:

  • A Microsoft SQL Server client installed locally.
  • The system path must include sqlcmd.exe.
  • The scripts necessary to perform the upgrade. For release 1.1, contact BMC Customer Engineering to obtain the necessary scripts. 

To upgrade the database

  1. Copy all files to the SQL Server database server and extract the files.

  2. Determine whether the existing SQL Server database schema uses the nchar data type.
    For example, you can log onto the database and run the following SQL statement:

    select data_type from INFORMATION_SCHEMA.COLUMNS where table_name = 'DCAPORTALPROVIDERPROPERTIES' and column_name = 'DESCRIPTION';

    Note whether the results return a data type of varchar or nvarchar.

  3. From a command line, cd to <migration_files>sqlserver.
  4. Using the login credentials for the schema owner, execute the following command:

    sqlserver_migration_master.bat [/host <hostname>] [/db <db>] [/user <name>] [/passwd <pwd>] [/nchar <true|false>]
         <hostname> - SQL Server database instance. Provide this information using the following format:
                               [protocol:]server[\instance_name][,port]
                          Examples:
                                dbserver1.dev.mycompany.com
                                tcp:dbserver1.dev.mycompany.com\MSSQLSERVER,1433
    <db> - Name of the database containing the portal schema.
    <name> - Name of the SQL Server user that has the db_owner role.
    <pwd> - SQL Server user password
     <true|false> - Set the value of the /nchar parameter to true if the schema uses a nvarchar data type. Set the value to false if the schema uses a varchar data type.

    Example:

    sqlserver_migration_master.bat /host localhost /db portal_db /user portaldb_owner /passwd portal4All /nchar false

Note

You are prompted for any values not provided as command line arguments.

Upgrading an Oracle database

Use this procedure to upgrade an existing Oracle database for BladeLogic Portal to the current version of that database.

Before you begin

You must have:

  • An existing Oracle database for BladeLogic Portal 1.0

  • All details about the Oracle instance, including:

    Information needed

    Variable used

    Oracle database server host name

    DB_HOST

    Oracle HOME

    ORACLE_HOME

    Oracle SID

    ORACLE_SID

    Oracle sysdba password

     

    Oracle schema

    PORTAL_SCHEMA

    Password for PORTAL_SCHEMA

    PORTAL_SCHEMA_PWD

    Oracle listener port

    DB_PORT

    Portal tablespace name

     

    Portal tablespace index name

     

  • The scripts necessary to perform the upgrade. For release 1.1, contact BMC Customer Engineering to obtain the necessary scripts. 

To upgrade the database

  1. Copy all files to the Oracle database server and extract those files.
  2. Grant the Oracle user permissions for those files (recursively).
  3. Using SQL*Plus, login with sysdba privilege.
    For example: sqlplus / as sysdba

  4. Determine whether the existing database uses the NCHAR datatype.
    For example, you can run the following SQL statement:

    select data_type from all_tab_columns where owner = 'TESTER' and table_name = 'DCAPORTALPROVIDERPROPERTIES' and column_name = 'DESCRIPTION';

    If the results return a datatype of VARCHAR2, use the oracle_migration.sql script in step 6.
    If the results return a datatype of NVARCHAR2, use the oracle_nchar_migration.sql script in step 6 .

  5. From a command line, cd to <migration_files>/oracle. 

  6. Using SQL*Plus, execute one of the following migration scripts: 

    Script name

    Purpose

    oracle_migration.sql

    Use for typical migrations.

    oracle_nchar_migration.sql

    Use when the NCHAR datatype has been enabled on the database.

    The command format is shown below:

    sqlplus <user_name>/<user_password>@<SID> @oracle_migration.sql <data_tablespace_name> <index_tablespace_name> <current_version>

    Example:

    sqlplus portaluser/sa@orcl @oracle_migration.sql portal_ts portal_ts_idx 1.1.00 

    Note

    You are prompted for any values not provided as command line arguments.

Upgrading BladeLogic Portal

Currently, to upgrade to BladeLogic Portal 1.1, you must uninstall BladeLogic Portal 1.0 and then install BladeLogic Portal 1.1.

  1. Uninstall BladeLogic Portal 1.0. See Uninstalling-the-portal.
  2. Install BladeLogic Portal 1.1. See Installing-the-portal-on-Windows or Installing-the-portal-on-Linux.
  3. Start the portal server:
    • (Windows): From the Control Panel, access the Services window. Ensure that the status of BMC BladeLogic Server is Auto. Then start the Portal service.
      Alternatively, you can start the portal from the Start menu: Start > Programs > BMC Software > BMC Automation Portal > Start.

    • (Linux):Enter both of the following command:

      • /etc/init.d/Bmcautomation_Portal start
      • chkconfig Bmcautomation_Portal on

       

 

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