Performing the upgrade

This topic describes how to upgrade your installed version of BMC Release Process Management (BRPM) to 4.8.00.x.

You can upgrade from an earlier version of the product to the new BRPM version in one of the following ways:

By migrating the database from the earlier to new version.
By using a fresh database for the latest version.

Use the following instructions to upgrade your BRPM to 4.8.00.x:

Before you begin
To upgrade the product to a new installation folder
To upgrade the product to the same installation folder as your current version
After the upgrade
Related topics

Before you begin

Before you begin the upgrade process, verify the following items:

Download and extract the BRPM zip files in your preferred location.
Verify that your environment meets the requirements listed in System-requirements and verify that you have prepared the installation environment.
You can upgrade BRPM to 4.8.00.x only from 4.3.x or later.
BMC recommends that you stop the BRPM server before you upgrade the product database to the new version.
Save a backup of your database. In case of any issues with the product upgrade, revert your database to the backup and perform the upgrade again.
If you have custom views of the teams_roles and teams_users tables in the database, back up and delete your custom views before upgrading to 4.8.00.x. The installer drops these tables during installation. However, if the tables are in use, the installer cannot drop the tables and the installation fails. After successfully upgrading to 4.8.00.x, you can restore your views.
Windows:
- BMC recommends that you install the product with administrator privileges. You can install the product as a normal user without administrator privileges, but you cannot register the product as a service.
- When upgrading to BRPM 4.8.00.x with an existing database and more than 1,000 existing requests, BMC recommends that before you install the application you increase the amount of memory that the installer can use to avoid possible issues. To do this, change the value of the _JAVA_MAXIMUM_HEAP_SIZE property in the appropriate file.
  Example
  Open the setup.bin file and change:
  set _JAVA_MAXIMUM_HEAP_SIZE=-Xmx512m
  to:
  set _JAVA_MAXIMUM_HEAP_SIZE=-Xmx1024m
Linux:
- BMC recommends that you install the product with superuser privileges. You can install the product as a normal user without superuser privileges, but you cannot register the product as a service.
- When upgrading to BRPM 4.8.00.x with an existing database and more than 1,000 existing requests, we recommend that before you install the application you increase the amount of memory that the installer can use to avoid possible issues. To do this, change the value of the _JAVA_MAXIMUM_HEAP_SIZE property in the appropriate file.
  Example
  Open the setup.sh file and change:
  _JAVA_MAXIMUM_HEAP_SIZE=-Xmx512m
  to:
  _JAVA_MAXIMUM_HEAP_SIZE=-Xmx1024m

- Ensure that there is no Ruby Version Manager (RVM) environment in the installation path.

During the upgrade, ensure that you meet the following requirements:

For HTTP/HTTPS and messaging system ports, use different port numbers for 4.8.00.x and your current product version.
All passwords must contain at least one letter, at least one number, and at least one non-alphanumeric symbol.

The automation results from your current product version are automatically copied to BRPM 4.8.00.x installation folder.

To upgrade the product to a new installation folder

Start the installation program:
Windows:
- To install the product with the administrator privileges, go to BRLMinstallationDirectory\BRLM\Disk1 and run the setup.cmd command.
- To install the product as a normal user, double-click setup.cmd.
Linux:
1. Log in as a root user.
2. Navigate to BRLMinstallationFolder\BRLM\Disk1.
3. To make the installation file executable, run the chmod -R +x . command.
4. To start the installation program, run the ./setup.sh command.
On the welcome page of the BMC Release Lifecycle Management 4.8.00.x Installer wizard, click Next.
On the license agreement page, select I agree to the terms of the license agreement, and then click Next.
On the Directory Selection page, specify a new installation directory for BRPM 4.8.00.x, and then click Next.
On the Installation Type page, do one of the following, and then click Next.
- If you started the installation program with Administrator or root privileges, select Installer is started with root privileges so perform full installation.
- If you started the installation program without Administrator or root privileges, select Install solution files and configurations. Do not perform tasks that require special rights.
On the Select features page, select the products and components that you want to upgrade, and then click Next.
On the BRPM data migration page, specify the details for migrating your database to version 4.8.00.x, and then click Next.
1. In the Copy data from list, select your current BRPM version.
2. In Existing installation location, enter the directory path to your current version of BRPM.
  Tip
  The default directory path to your current release version of BRPM is the following:
  - Windows: C:\Program Files\BMC Software\RLM\releases\releaseVersion\RPM
  - Linux/Solaris: /opt/bmc/RLM/releases/ releaseVersion /RPM
3. In Database migration:
  - To save your data from the existing database and update the database to version 4.8.00.x, select Update database.
  - To delete your data from the existing database and update the database to version 4.8.00.x, select Clean database.
    Note
    Issues might occur if you do not select Clean database. For more information, see Upgrading without database migration clean up in the Upgrade-issues topic.
4. (Optional) Select the Copy SMTP configuration settings check box if you want to save your SMTP settings.
5. (Optional) In the Cluster installation section, ensure that the Skip database modification check box is selected if you are installing the product application files and are not making changes to the database.
  Note
  You can use the Skip database modification option if you install the BRPM product to a node in a cluster and you already have installed the same version of the application and database on another node of the same cluster. For more information, see High-availability-deployment.
On the BMC RPM Server Instance type page, select the deployment mode for BRPM:
- To run BRPM as a single instance, select Standalone.
- To run BRPM as a node in the cluster, select Cluster, and then do the following:
  1. In the Node name box, enter the name of the cluster node.
  2. In the Node IP box, enter the IP address of the cluster node.
  3. Click Next.
On the JRE Information page:
- To Use the bundled JRE (version 1.8.0_31), click Next.
- To use any other JRE, clear the Use the bundled JRE (version 1.8.0_31) check box, click Browse, set the path to the JRE on your computer, and then click Next.
On the Server HTTP/HTTPS Port Information page:
- To use HTTP to access the BRPM server, in the HTTP Port box, enter the HTTP port number, which refers to the port of the TorqueBox server (default: 8080).
- To use the Secure Sockets Layer (SSL) to access the BRPM server:
  1. Select Enable SSL.
  2. In the HTTPS Port box, enter the port number for the SSL connection.
  3. In the Private Key box, specify the directory path to the private key for SSL encryption.
  4. In the Certificate File box, specify the directory path to the certificate for SSL connection.
  5. In the Passphrase box, enter the passphrase for your certificate.
    For more information about how to obtain SSL private key, certificate file, and passphrase, see Obtaining-test-SSL-certificates.
Click Next.
On the Super User Details page, provide the superuser credentials, and then click Next.
Notes
- The Super User Details page is not available if you selected to update your database on the BRPM data migration page.
- The superuser is the first user who has administrator access permissions to use BRPM.
On the TorqueBox Super User Details page, enter the user name and password for the TorqueBox superuser, and then click Next.
On the Messaging System Details page, specify the following details to connect to the messaging system server of BRPM, and then click Next.
- Host: Host address for the messaging system server. The Host field is disabled. By default, the installation program detects the IP address of the host computer on which you are installing this product.
- Port: Port for the messaging system server. The default port value is 5445.
- User: User name for the messaging system server.
- Password: Password of the messaging system server.
On the Database details page, specify the relevant details for the database, and then click Next.
On the Email Notification details page, do one of the following, and then click Next.
Note
The Email Notification details page is not available if you selected to copy your SMTP settings from the previous BRPM on the BRPM data migration page.
- Not to configure email notifications, click Next.
  Note
  You can configure email notifications later from the BRPM application. For more information, see Changing-the-email-notification-configuration-manually.
- To configure email notification settings, select Use SMTP, and then specify the following SMTP server details:
  1. SMTP Server: The fully qualified name of the SMTP server used for sending emails.
  2. SMTP Port: (Default 25) The SMTP server port.
  3. SMTP Domain: The part of the user name after "xyz@" in your email address. For example, if your user name is redmine@example.net, then your domain name is example.net.
  4. SMTP Authentication: The authentication mechanism used for your SMTP service. You can select from one of the options in the list displayed.
  5. SMTP User: The user name used to connect to the SMTP server. For example, redmine@example.net.
  6. SMTP Password: The password used to connect to the SMTP server.
  7. TLS: Select this check box if your SMTP server requires a secure connection and is using TLS.
  To learn more about email notifications and how to change notification configurations manually, see Changing email notification configuration manually.
Click Next.
On the Installation Preview page, view the installation details, and then click Install.

To upgrade the product to the same installation folder as your current version

Start the installation program:
Windows :
- To install the product with the administrator privileges, go to BRLMinstallationDirectory\BRLM\Disk1 and run the setup.cmd command.
- To install the product as a normal user, double-click setup.cmd.
Linux:
1. Log in as a root user.
2. In terminal, go to BRLMinstallationDirectory\BRLM\Disk1.
3. Enter the chmod -R +x . command.
4. Enter the ./setup.sh command.
On the welcome page of the BMC Release Lifecycle Management 4.8.00.x Installer wizard, click Next.
On the license agreement page, select I agree to the terms of the license agreement, and then click Next.
On the Directory Selection page, specify your current installation directory for BRPM, and then click Next.
Example
If you installed the previous version of BRPM to /opt/bmc/RLM, then the same path must be specified on the Directory Selection page when upgrading.
On the Destination Warning page, click Next.
On the Installation Type page, do one of the following, and then click Next.
- If you started the installation program with administrator or root privileges, select Installer is started with root privileges so perform full installation.
- If you started the installation program without administrator or root privileges, select Install solution files and configurations. Do not perform tasks that require special rights.
On the feature selection page, view the products and components that will be upgraded, and then click Next.
On the BRPM data migration page, specify the details for migrating your database to version 4.8.00.x, and then click Next.
1. In the Copy data from list, ensure that your current BRPM version is selected.
2. In Existing installation location, ensure that the directory path to your current release version of BRPM from which you want to migrate the data is specified.
  Tip
  The default directory path to your current release version of BRPM is the following:
  - Windows: C:\Program Files\BMC Software\RLM\releases\releaseVersion\RPM
  - Linux/Solaris: /opt/bmc/RLM/releases/ releaseVersion /RPM
3. In Database migration:
  - To save your data from the existing database and update the database to version 4.8.00.x, select Update database.
  - To delete your data from the existing database and update the database to version 4.8.00.x, select Clean database.
On the JRE information page:
- To Use the bundled JRE (version 1.8.0_31), click Next.
- To use any other JRE, clear the Use the bundled JRE (version 1.8.0_31) check box, click Browse, set the path to the JRE on your computer, and then click Next.
On the TorqueBox Super User Details page, enter the user nameand password for the TorqueBox superuser, and then click Next.
On the Messaging system details page, specify the following details to connect to the messaging system server, and then click Next.
Note
The Messaging system details page displays only if your current messaging system password does not match the following pattern:
- At least one letter
- At least one number
- At least one non-alphanumeric symbol
- The Port and Host boxes are dimmed since they use information from your previous installed versions.
- User: User name for the messaging system server.
- Password: Password of the messaging system server.
On the Database details page, specify the following details to connect to the database server, and then click Next.
- Database: Select your database type, either POSTGRESQL, ORACLE, or SQL_SERVER.
- Host: Host address for the database system server. The Host field is disabled. By default, the installation program detects the IP address of the host computer on which you are installing this product.
- Port: Port for the database system server. The default port value is 5432 (PostgreSql), 1521 (Oracle), and 1433 (SQL_Server).
- RPM Database/SID Name: Specify a database name or identifier (for example, bmc_rpm_db).
- RPM Database User:User name for the database system server.
- RPM Database Password: Password of the database system server.
On the Installation Preview page, view the installation details, and then click Next.

After the upgrade

After you complete the installation, you might need to perform the following tasks:

If you installed the product without administrator or root privileges, you must start product services whenever you restart your computer. For more information, see Starting-and-stopping-product-services.
To verify that the installation was completed successfully, access the product interface. For more information, see Accessing-the-interface.
To remove groups and teams automatically created during database migration, see Using a rake task to remove groups and teams.
To remove manual group assignments for LDAP users, see Using a rake task to remove manual group assignments for LDAP users.

For more information, see Additional-actions-after-the-upgrade.