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Important This documentation space contains information about the on-premises version of BMC Helix Discovery. If you are using the SaaS version of BMC Helix Discovery, see BMC Helix Discovery (SaaS).

Performing the upgrade

This section describes how to upgrade BMC Discovery. After you download the upgrade files, you use the UI to perform the upgrade for installations on standalone machines and in a cluster environment.  You can upgrade to a Patch, Service Pack, and perform OS upgrades by using the UI. 

Back up before upgradingThe upgrade to BMC Discovery 24.3 is fully tested and supported, and from previous releases running on Red Hat Enterprise Linux 7 or CentOS 7 is more significant than previous upgrades. The upgrade is complex, and involves a change of two major versions: from Red Hat Enterprise Linux 7 or CentOS 7 to Oracle Linux 9. During the upgrade, the BMC Discovery product is uninstalled and then reinstalled, if for any reason, the upgrade fails at that time, the BMC Discovery product cannot resolve any upgrade issues.Before you upgrade, you should back up the appliance, or for clusters, each cluster member. Use the SSH or Windows Share backup method.If you are using a virtual appliance, you should shutdown and take a snapshot of the virtual machine. For a cluster of virtual appliances, you should shutdown all the virtual machines at the same time and snapshot them at the same time. For example, if you are using VMware, use the vSphere Client to shutdown the virtual machines and take the snapshot.

Related topics

System-requirements

Preparing-for-upgrade

Known-and-corrected-issues

Limitations-and-restrictions-of-this-version

To perform the upgrade to BMC Discovery 24.3 from version 23.3 and later and their patches

This section contains information on upgrading to BMC Discovery 24.3 from version 23.3 and later and their patches by using the upgrade UI. See Upgrading for information on the supported upgrade paths.

To perform the upgrade to BMC Discovery 24.3 from 23.3 and later by using the UI 

Use the following steps to upgrade BMC Discovery by using the UI.

  1. From the main menu, click the Administration admin_icon.png icon.
    The Administration page is displayed.
  1. From Appliance, click Upgrade.
    Make sure that no warnings are displayed in the Pre-Upgrade Check section. All pre-upgrade checks pass when the following required conditions for the upgrade are fulfilled:
    • For clustered deployments, all the members of the cluster are functioning.
    • Discovery is stopped.
    • The credential vault is open.
    • No discovery run or consolidation in progress.
    • No synchronization with BMC Helix CMDB is in progress.
  2. Click the Upload button and choose the upgrade archive and TKU from your file system and click upload again. You can also copy the upgrade file to /usr/tideway/var/upgrade on filesystem of the appliance.
    1. The required upgrade file is named Discovery_Upgrade_24.3.0.0_nnnnnn_OL9.tgz.
    2. The required TKU file is named Technology-Knowledge-Update-2024-09-1-Discovery-24.3+.zip.
    3. A progress bar shows the progress of the upload.

  3. The upgrade installer now provides you with an option to perform the upgrade in advanced or regular mode. The advanced option is not supported for the upgrade to BMC Discovery version 24.3, which is more complex than previous upgrades. Do not select advanced mode.

  4. Click Apply Upgrade.
  5. If you are using a cluster, the archive is distributed to other members of the cluster.
  6. A further upgrade check is performed, which searches for the main upgrade archive. A transient "Upgrade check failed" error message is displayed, this is normal, and screen is refreshed requesting that you upload additional archive:
    • Technology-Knowledge-Update-2024-09-1-Discovery-24.3+.zip
  7. Click Upload Oracle Linux 9 Package, choose the Oracle Linux 9 Package from your file system and click upload again.
    When the Oracle Linux 9 Package has uploaded, you are prompted to upload the TKU package.
  8. Click Upload TKU Package, choose the TKU Package from your file system and click upload again. 
  9. When the TKU Package has uploaded:
    • If you are using a single appliance, the upgrade starts.
    • If you are upgrading a cluster, to distribute the archives files to the other cluster members, click Distribute Upgrade.
      Once the archive files are distributed, click Run Upgrade.

Note

To complete the upgrade, and start using the new version, you must open the credentials vault using the existing passphrase. The credentials cannot be upgraded until the vault has been opened. Once this is done the upgrade is complete and you can then change the passphrase.

After the upgrade process completes, the system reboots. If you are a user with Admin privileges, you can view the upgrade notifications by clicking the Messages icon in the dynamic toolbox. The messages displayed include warnings and errors.

To perform the upgrade to BMC Discovery 24.3 from 23.3 and later by using the command line

To upgrade from the command line:

  1. Copy the following files into /usr/tideway/var/upgrade on the filesystem of the appliance:
    • Discovery_Upgrade_24.3.0.0_nnnnnn_OL9.tgz
    • Technology-Knowledge-Update-2024-09-1-Discovery-24.3+.zip
  2. Run the tw_run_upgrade utility.
    You must not use the --no-version-check option when upgrading to this release. The upgrade will fail and your appliance or cluster will be left in an inconsistent state.


To perform the upgrade to BMC Discovery 24.3 from 23.1 and earlier versions that use Red Hat Enterprise Linux 7 or CentOS 7

This section contains information on upgrading to BMC Discovery 24.3 from 23.1 and earlier versions that run on Red Hat Enterprise Linux 7 or CentOS 7 by using the upgrade UI. See Upgrading for information on the supported upgrade paths.

To perform the upgrade to BMC Discovery 24.3 from 23.1 and earlier versions that use Red Hat Enterprise Linux 7 or CentOS 7 by using the UI 

Use the following steps to upgrade BMC Discovery by using the UI.

  1. From the main menu, click the Administration admin_icon.png icon.
    The Administration page is displayed.
  1. From Appliance, click Upgrade.
    Make sure that no warnings are displayed in the Pre-Upgrade Check section. All pre-upgrade checks pass when the following required conditions for the upgrade are fulfilled:
    • For clustered deployments, all the members of the cluster are functioning.
    • Discovery is stopped.
    • The credential vault is open.
    • No discovery run or consolidation in progress.
    • No synchronization with BMC Helix CMDB is in progress.
  2. Click the Upload button and choose the upgrade archive from your file system and click upload again. You can also copy the upgrade file to /usr/tideway/var/upgrade on filesystem of the appliance. The required upgrade file is named using the following form, depending on the operating system that you are upgrading from:
    • ADDM_Upgrade_vv.v.vv_nnnnnn_CentOS7.tgz
    • ADDM_Upgrade_vv.v.vv_nnnnnn_RHEL7.tgzA progress bar shows the progress of the upload.

  3. The upgrade installer now provides you with an option to perform the upgrade in advanced or regular mode. The advanced option is not supported for the upgrade to BMC Discovery version 24.3, which is more complex than previous upgrades. Do not select advanced mode.

  4. Click Apply Upgrade.
  5. If you are using a cluster, the archive is distributed to other members of the cluster.
  6. A further upgrade check is performed, which searches for the main upgrade archive. A transient "Upgrade check failed" error message is displayed, this is normal, and screen is refreshed requesting that you upload additional archives:
    • Discovery_OS_Upgrade_CentOSRHEL7_OL9_v007.nnnnnn.tgz
    • Technology-Knowledge-Update-2024-09-1-Discovery-24.3+.zip
  7. Click Upload Oracle Linux 9 Package, choose the Oracle Linux 9 Package from your file system and click upload again.
    When the Oracle Linux 9 Package has uploaded, you are prompted to upload the TKU package.
  8. Click Upload TKU Package, choose the TKU Package from your file system and click upload again. 
  9. When the TKU Package has uploaded:
    • If you are using a single appliance, the upgrade starts.
    • If you are upgrading a cluster, to distribute the archives files to the other cluster members, click Distribute Upgrade.
      Once the archive files are distributed, click Run Upgrade.

Note

To complete the upgrade, and start using the new version, you must open the credentials vault using the existing passphrase. The credentials cannot be upgraded until the vault has been opened. Once this is done the upgrade is complete and you can then change the passphrase.

After the upgrade process completes, the system reboots. If you are a user with Admin privileges, you can view the upgrade notifications by clicking the Messages icon in the dynamic toolbox. The messages displayed include warnings and errors.

To perform the upgrade to BMC Discovery 24.3 from 23.1 and earlier versions that use Red Hat Enterprise Linux 7 or CentOS 7 by using the command line

To upgrade from the command line:

  1. You must have upgraded the OS to at least the June 2023 update. If not, upgrade to the latest OSU:
  2. Copy the following files into /usr/tideway/var/upgrade on the filesystem of the appliance:
    • ADDM_Upgrade_vv.v.vv_nnnnnn_CentOS7.tgz or ADDM_Upgrade_vv.v.vv_nnnnnn_RHEL7.tgz
    • Discovery_OS_Upgrade_CentOSRHEL7_OL9_v007.nnnnnn.tgz
    • Technology-Knowledge-Update-2024-09-1-Discovery-24.3+.zip
  3. Run the tw_run_upgrade utility.
    You must not use the --no-version-check option when upgrading to this release. The upgrade will fail and your appliance or cluster will be left in an inconsistent state.

Review the upgrade log

When you review the upgrade log, you might see the following critical error:

CRITICAL PID: 20515 dnf: Detection of Platform Module failed: Missing PLATFORM_ID in /etc/os-release

The error is benign and can be safely ignored.

Where to go from here

Upgrading-and-configuring-Windows-proxies

 

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