Performing the BMC Remedy ITSM installation in phases

If you want, you can run the Remedy application upgrade installer in two phases:

• Preparation phase – In the preparation phase, the installer captures your installation parameter values that you enter from the installation spreadsheet, runs the Remedy Configuration Checker utility to validate the environment, and deploys the required files in the installation directory. At the end of this phase, an options file is generated that contains the installation parameter values and the configuration details.
• Installation phase – The installation phase performs the install from the options file.

 Before you begin

If you have not done so already, prepare the system to run the installers. If you want to run in nonadmin mode on Windows, see Preparing-a-Windows-environment. If you want to run in nonroot mode on UNIX, see Preparing-a-UNIX-environment.

Phase 1: Generating the options file and resolving configuration check issues

In the first phase of the phased installation, the installer performs configuration checks and validates your entries in the installer. At the end of the first phase the installer saves the input values and parameters in a text file, which is then used during the Phase 2 of the installation. 

To generate the options file and run configuration checks

1. Open the command prompt and navigate to the <EPD_downloads_directory>/Disk 1 folder.

2. Depending on your platform, launch the installer by using one of the following commands:

   • (Windows) setup.exe -ITSM_phase1  

   • (Linux) ./setup.bin -ITSM_phase1
     

     If you want to install the product silently, use the following command:
     setup.exe -ITSM_phase1 -i silent DOPTIONS_FILE=<full path for silent property file>.
     For more information about how to generate the silent.txt file for silent installation, see Creating-a-silent-txt-file-for-BMC-Remedy-ITSM-installation.

     
     

   Carefully specify the product name for the setup.exe installation command. If you are performing the phased BMC Remedy ITSM Suite installation, specify setup.exe -ITSM_phase<phase number>.
   After a few seconds, the installer is initiated in GUI mode and the Welcome panel appears.

3. In the lower right corner of the Welcome panel, click Next.
4. Review the license agreement, click I agree to the terms of the license agreement, and then click Next.
5. In the BMC Remedy AR System User Inputs panel, perform the following steps:
   1. Enter the administrator name and password.
   2. Review the default installation directory.
      Navigate to the directory in which you want to install BMC Remedy ITSM Suite.
      The default locations are as follows:
      
      • (Windows) C:\Program Files\BMC Software\BMCRemedyITSMSuite
      • (UNIX) /opt/bmc/BMCRemedyITSMSuite
        The installer performs an environment validation and displays an appropriate message, indicating whether an error occurred.
   3. Click Next.

6. In the Overlay Information panel, perform the following steps:

   1. Select the I understand and agree that proceeding from this point will overwrite any customizations that are not in overlays or in custom objects check box if you agree.
      For more information about overlay objects, see About overlays.
   2. Click Next.

   The installer validates the system resources of your computer and displays a list of BMC applications (such as BMC Asset Management, BMC Change Management, and so on).

7. Select one or more applications to install (by default, the entire ITSM suite is selected), and then click Next.

8. On the Application Dependency Validation message panel, again click Next.

   The Sample Data screen appears.

9. Click Next and on the Localized Views and Data panel, choose the locale for the application.
10. Click Next.and on the Currency Selection Decision Information panel select Yes if you want to specify a currency other than the US dollar.

11. Click Next.

    The installer runs the configuration checker.

12. On the BMC Configuration check report panel, perform the following steps:
    1. Click the link to Open the BMC Configuration Check report.
    2. If any errors or warnings are generated in your configuration check report, resolve those issues. In the Detail tab, click Help to be directed to information on how to resolve the error or warning, or go to Reviewing-and-resolving-preupgrade-and-configuration-issues. 
    3. After you have resolved the errors, re-run Phase 1 of the upgrade.
    4. Check the I have reviewed the Configuration Check report, and any errors have been resolved box, and then click Next.
    5. To view informational messages later, see Viewing-configuration-check-reports.
13. On the Installation Preview panel, click Next.
    The installer starts to deploy the installation files .
14. On the Installation Summary panel, click Done.
    The BMCRemedyITSMSuite_Phase1_OptionsFile.txt is created in the installation directory.
15. Navigate to your BMC Remedy ITSM installation directory and review the file to verify if the installation completed without errors.
    For more information, see Troubleshooting-an-installation-by-using-the-log-files.

Phase 2: Performing the installation

After resolving any issues reported in by the configuration checker in Phase 1, you begin the second phase of the installation. In this phase the installer uses the options file, to perform the installation. 

To install by using the options file

1. Open the command prompt and navigate to the <EPD_downloads_directory>/Disk 1 folder.

2. Depending on your platform, launch the installer by using one of the following commands:

   • (Windows) setup.exe -ITSM_phase2 

   • (Linux) ./setup.bin -ITSM_phase2

     If you want to install the product silently, use the following command:
     setup.exe -ITSM_phase2 -i silent DOPTIONS_FILE=<full path for silent property file>.
     For more information about how to generate the silent.txt file for silent installation, see Creating-a-silent-txt-file-for-BMC-Remedy-ITSM-installation.

    Carefully specify the product name for the setup.exe installation command. If you are performing the phased BMC Remedy ITSM Suite installation, specify setup.exe -ITSM_phase<phase number>.
   After a few minutes, the installer is initiated in GUI mode and the Welcome panel appears.

3. In the lower right corner of the Welcome panel, click Next.
4. Review the license agreement, click I agree to the terms of the license agreement, and then click Next.
5. In the BMC Remedy AR System User Inputs panel, specify the administrator name and password if the auto-populated value does not match your credentials.
6. Click Next.
   The Installation Preview screen appears.
7. Click Install.
   A summary of the installation is displayed. 
8. Click View Log to determine if any SEVERE error messages or warnings are generated in the log.
   The default location for the log files are:
   
   • (Windows) C:\Users\<installUser>\AppData\Local\Temp\bmcremedyitsmsuite_install_log.txt
   • (Linux) /tmp/bmcremedyitsmsuite_install_log.txt
9. When you are done reviewing, close the log and click Done to exit the installer.

Where to go from here