This documentation supports an earlier version of BMC Helix IT Service Management on-premises deployment.To view the documentation for the latest version, select 23.3.04 from the Product version picker.

Planning an upgrade


Review this planning guide to select the appropriate upgrade method and to understand the upgrade process.

Choosing an upgrade path

Your current version of the Remedy ITSM Suite platform components and applications determines the upgrade path that you choose. Review the planning decisions and related information in the table to plan your upgrade path.

Planning decision

Details

From which versions can I upgrade?

The following is the list of versions from which you can upgrade by using the staged upgrade method:

  • BMC Helix ITSM—8.1, 9.1, 18.05, 18.08, 19.02, 19.08, 20.02, and 20.08
  • BMC Helix Digital Workplace—19.x and later versions
  • BMC Helix Digital Workplace  Catalog—20.02, and 20.08
  • BMC Helix ITSM: Smart IT—2.0 and later versions
  • BMC Helix ITSM: Smart Reporting—20.02 and later versions

Determining the upgrade scope

Review the planning decisions and related information in the table to plan the upgrade scope and decide whether to deploy new components.

Planning decision

Details

Can I upgrade just the platform or application components?

Independent upgrade of the platform or application components is not supported.

Can I upgrade just the applications?

No.

You must upgrade the platform to upgrade the applications.

Choosing the upgrade method

Planning decision

Details

What is a staged upgrade method?

Use this method to perform an upgrade from 20.02 and earlier versions. Staged upgrade method is a parallel upgrade method that consists of the following actions:

  • You perform a fresh installation of platform and applications in your environment that creates a new parallel architecture.
  • You migrate your workflows and data from current production environment to your new environment by using BMC Helix Data Manager (HDM).
    Migrate the Action Request System, BMC Helix ITSM: Smart ITBMC Helix Digital WorkplaceCatalog, and BMC Helix ITSM: Smart Reporting databases by using HDM. 

Migrate the BMC Helix Digital Workplace database by using the Export-Import utility.

Do I need to schedule downtime for the staged upgrade?

Yes.

You need to plan for a short outage to move the delta data and cutover integrations in your current production system.

What data can be migrated with the BMC Helix Data Manger tool?

BMC Helix Data Manager supports the data migration for the following products:

  • AR System
  • BMC Helix Digital Workplace Catalog
  • Any relational database, such as BMC Helix ITSM: Smart IT


Planning the upgrade environment

Review the planning decisions and related information to plan the upgraded environment.

Planning decision

Details

What are the system requirements?

BMC Helix Service Management on-premises installation provides a containerized architecture. The system requirements differ from the earlier version.

Learn about the hardware, software, and additional requirements at System-requirements.

What is the recommended sizing guideline?

BMC publishes guidelines for hardware sizing based on a series of enterprise-scale tests to demonstrate the scalability and performance of the platform and the applications.

To know more refer to Sizing and scalability.

Which databases are supported?

For database support, see the database requirements in the System-requirements.

AMIGO program

The BMC Assisted MIGration Offering (AMIGO) program is designed to assist customers with the planning of product upgrades to a newer version (“Success through proper planning"). This program is offered to BMC customers currently subscribed to BMC Support.

BMC will provide collateral containing upgrade best practices compiled by experts in BMC Support and in R&D. You can leverage this information to create your upgrade plan. Upgrade experts in BMC Support will review your plan and offer advice to help ensure your success.

To learn more about the AMIGO program, visit the AMIGO Program Overview on the Support page.

Read about the AMIGO program at https://communities.bmc.com/docs/DOC-28417.

Where to go from here

Staged-upgrade-process

 

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