Performing the upgrade

You can directly upgrade to the latest version of BMC Helix Single Sign-On from any prior version. Follow the instructions in this topic to upgrade BMC Helix SSO to a required version.

Before you begin

Perform all the tasks to prepare for upgrade of Remedy Single Sign-On.

Important

If you have BMC Helix SSO agents upgraded to 19.08, you must upgrade the BMC Helix SSO server to a version later than 18.08.

When you upgrade BMC Helix SSO integration with BMC Helix TrueSight Presentation Server to version 20.02 on an embedded PostgresSQL database, an error is thrown. For information about the workaround for this issue, see Troubleshooting-installation-and-upgrade-issues.

Upgrade process overview

Upgrading BMC Helix SSO involves the followings tasks:

Upgrade the BMC Helix SSO server.
Upgrade BMC Helix SSO with integrated products.

Upgrading the BMC Helix SSO server

You can upgrade the BMC Helix SSO server in standalone mode or in high availability mode in the same way as you install BMC Helix SSO. When you upgrade the BMC Helix SSO server, the server binaries (<Tomcat>\webapps\rsso\), and the database schema are upgraded. Some of the configuration files are kept to prevent custom changes from being overwritten.

To upgrade the BMC Helix SSO server

You can upgrade the BMC Helix SSO server by using one of the following methods:

Upgrade method	Reference
To upgrade BMC Helix SSO by using the installation wizard	Installing-BMC-Helix-SSO-by-using-the-installation-wizard
To upgrade BMC Helix SSO silently	Installing-BMC-Helix-SSO-silently

To upgrade the BMC Helix SSO server in high availability mode

To upgrade BMC Helix SSO in high availability mode, perform one of the following tasks based on whether or not you plan to shut down the system for the upgrade:

Upgrade option	Upgrade tasks
To upgrade BMC Helix SSO in high availability mode with planned downtime	Individually upgrade all BMC Helix SSO server nodes to the required version.
To upgrade BMC Helix SSO in high availability mode with unplanned downtime	Remove a server node from the BMC Helix SSO HA cluster. Upgrade the removed server node to the required version. After you upgrade the first node, the underlying database is upgraded as well. The rest of the nodes remain unupgraded and work with the database updated to the current version, until you upgrade the rest of the nodes. Return the server node back to the HA cluster. Repeat steps 1 to 3 for the remaining nodes in the HA cluster.

Upgrade option

Upgrade tasks

To upgrade BMC Helix SSO in high availability mode with planned downtime

Individually upgrade all BMC Helix SSO server nodes to the required version.

To upgrade BMC Helix SSO in high availability mode with unplanned downtime

Remove a server node from the BMC Helix SSO HA cluster.
Upgrade the removed server node to the required version.
After you upgrade the first node, the underlying database is upgraded as well. The rest of the nodes remain unupgraded and work with the database updated to the current version, until you upgrade the rest of the nodes.
Return the server node back to the HA cluster.
Repeat steps 1 to 3 for the remaining nodes in the HA cluster.

Upgrading BMC Helix SSO with integrated applications

You must upgrade BMC Helix SSO with the integrated applications the same way you install the applications. For details about how to upgrade BMC Helix SSO with the integrated applications, review the required installation procedure: Integrating BMC Helix SSO with Action Request System and Mid Tier.

The web container (Tomcat server) in which BMC Helix SSO server integrations are running will be restarted during the Tomcat upgrade.

Where to go from here

When you have completed the upgrade tasks, configure Remedy SSO server after upgrade.