Installation Guide › How to Upgrade CA Business Service Insight

How to Upgrade CA Business Service Insight

As a system administrator, it is important to regularly update CA Business Service Insight. Upgrading ensures that you can take advantage of all new features and bug fixes.

The upgrade file recognizes which server is running the program and it updates the necessary files. First, upgrade the application server that contains the Alerts service. The migration script automatically runs on the application server that includes the Alerts service.

To upgrade to a multiserver environment, perform the upgrade process on the application server first. Then, perform the upgrade on the web server. The upgrade on the application server automatically performs the database migration.

Use this scenario to guide you through the process:

1. Verify the Prerequisites.
2. Back Up Files and Folders.
3. Prepare for the Upgrade.
4. Verify the Presence of the Website.
5. Upgrade CA Business Service Insight.
6. Complete the Upgrade.
7. (Optional) Update the Proxy String.
8. (Optional) Update the API.

Verify the Prerequisites

To ensure that you can complete the upgrade, verify the following prerequisites:

• CA Business Service Insight version 7.0 SP1 or later is installed.
• You have SYSDBA access rights.
• At least 15 percent of each table space in the database is unallocated.

  Note: If autoextend is on, the datafile maxsize is at least 15 percent more than the current size of the datafile.

• The unallocated space on each physical device that contains database tablespaces is at least 15 percent of the total size of all tablespaces on the device.
• The Oracle OLEDB Provider is installed on the application server and web servers.

Back Up Files and Folders

To ensure that you do not lose any information during an upgrade, back up the following files and folders.

Note: To perform a rollback, uninstall all versions, install the previous version, and import the backup data.

Follow these steps:

1. Perform a database dump.
2. Back up all customized files. The following files are customizable:
   • LoginCommon.asp
   • RedirectToLogin.asp
   • SilentLogin.asp
   • AcceptLogin.asp
   • Web.config
   • Registry.xml
   • Index.asp (for single sign-on)
   • logo.jpg
   • logo.gif
   • logobg.gif
   • logout1.gif
   • logout2.gif
   • Reportlogo (and other logos, such as dash or report export)
3. (Optional) Back up the Language package.

Prepare for the Upgrade

To ensure a successful upgrade, perform the following tasks before you begin the upgrade.

Follow these steps:

1. If you use a regional language setting that is not English, change it to English (USA).

   Note: The use of a different language setting for the upgrade may cause errors.

2. Stop all Oblicore services.
3. In IIS Manager, stop the web server.

   Important! Do not stop the WWW service or the IIS Admin service.

4. Start the Distributed Transaction Coordinator service.

   Important! The Distributed Transaction Coordinator service is required for upgrading only.

5. Run oblicore_privs.sql. The script is on the Installation CD in the SetupDB\Migration folder.
6. Ensure that the job_queue_processes parameter is set to 2 in the Init.ora file.

Verify the Presence of the Website

To ensure that the website functions, verify the presence of the website on the server. Choose the option that applies to your server topology.

Follow these steps:

The server is designated solely as an application server:

1. Open the application server registry to the entry: HKEY_LOCAL_MACHINE\SOFTWARE\Oblicore\Install Data.
2. Delete the WWWRootFolderLocation string value if it exists.

The server is not designated solely as an application server:

1. Open the web or web services server registry to the entry: HKEY_LOCAL_MACHINE\SOFTWARE\Oblicore\Install Data.
2. Verify that the WWWRootFolderLocation string value exists.
3. Verify that the data for this string value contains the folder path for the web folder.

Note: On 64-bit systems, the entry is: HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432node\Oblicore\Install Data.

Upgrade CA Business Service Insight

To take advantage of new features and functions in CA Business Service Insight, upgrade to the most current version.

Follow these steps:

1. Double-click Cloud_Insight_Server_8.2.5.exe in the server folder, and click Next.
2. Select the installation language, and click OK.
3. Click Install.
4. Click Next in the Installation wizard.
5. Accept the license agreement, and click Next.
6. Select the location of the Third-Party CD, and click Next.
7. (Optional) Select clean up, and click Next when the installer prompts you to clean up previous JBoss components.

   Note: This prompt appears only if a previous version of JBoss is installed.

   The upgrade dialog opens and displays the upgrade dialogs.

8. Type the value for each parameter in each dialog that opens, and click Next.

   Note: See Upgrade Dialogs for more information.

9. Verify that the settings are correct, and click Next.

   The installation begins.

   If you selected Run Migration Script, follow the instructions.

10. Click Finish to confirm the upgrade.

    The system restarts.

Upgrade Dialogs

The Install wizard includes dialogs that CA Business Service Insight uses to update information. Only dialogs that are related to the features you select open.

The following table lists the upgrade dialogs and related parameters and values:

Important! Do not use double-byte characters for entries marked with a double dagger (‡).

Note: Oracle does not support the use of certain characters in its naming conventions. Refer to the Oracle literature for their specific requirements (for example ASCII) and limitations (such as special characters and double-byte characters).

The following table describes configuration files and related parameters.

Important! Do not assign any double-byte character to any of the entries in the following configuration table.

Note: The values for parameters marked with * must begin with a single quote and end with a backslash and a single quote, for example, ‘C:\Temp\’.

Complete the Upgrade

To complete the upgrade, perform the following tasks.

Important! Log in as sadmin after upgrading CA Business Service Insight. The default password is sadmin.

Follow these steps:

1. Restart all servers.
2. In IIS Manager, start the web server.
3. (Optional) To change from a public to a private synonym, invoke one of the following procedures on the database:

   begin
   prc_recreate_all_synonyms ('YES');
   end
   

   or

   exec prc_recreate_all_synonyms ('YES');
   

4. (Optional) Lock the oblidbadmin account in the database. Run the following command while connected to the database:

   alter user oblidbadmin account lock;
   

5. (Optional) Change the oblidbadmin password. Run the following command while connected to the database:

   alter user oblidbadmin identified by ‘<new_password>’;
   

6. Verify that the hours offset matches the time zone that you select.
7. Verify that the dates for daylight savings match your location.

   You now have the most recent version of CA Business Service Insight.

Update the Proxy String

A reverse proxy forwards support requests to the website. The requests place the prefix string into the value of the ProxyPrefix and key in the AppSettings section of the web.config file. This prefix string is configured to route the request to the website in the proxy configuration. To use a reverse proxy, update the proxy string.

Follow these steps:

1. Verify that the website is routed correctly to the reverse proxy. Verify that the proxy value is spelled correctly and is entered between the two slashes ("/prefix/").

   For example, if the prefix mapped to the website is “ca”, then the web.config file is updated as follows:

   <appSettings>
   <add key="ProxyPrefix" value="/ca/" />
   </appSettings>
   

   If the ProxyPrefix key does not exist, or if its value is an empty string, the website functions in normal mode.

2. Add a header to the proxy configuration. The header key must be as follows: "X-Forwarded-CA-Oblicore-Proxy".

   For example, if the Oblicore web application proxy access URL is http://proxy/ca/ (ca is the prefix), the web.config file is updated as follows:

   <appSettings>
   <add key="ProxyPrefix" value="/ca/" />
   </appSettings>
   

   In addition to this update, a new header is added in the proxy web application configuration file with the following key name: "X-Forwarded-CA-Oblicore-Proxy".

Update the API

To use the API code from versions previous to 8.1, update the API interface.

Note: For detailed information, see API Backwards Compatibility in the CA Business Service Insight SDK Guide

Follow these steps:

1. Use the WSDL from 8.2.5 to create the proxy classes for the Contract Service, Portfolio Service, and Repository Service. Use the WSDL from the last installation for versions previous to 8.0.
2. Recompile your API code.

   Note: If there are compilation errors, locate the code that requires manual changes. Update the code according to the changes made to the new API (field order, type). Recompile your API code after these changes.