Upgrade Guide › Upgrade CA GovernanceMinder › How to Upgrade CA GovernanceMinder › CA GovernanceMinder Server Prerequisites

CA GovernanceMinder Server Prerequisites

Perform the following steps to prepare your CA GovernanceMinder system for upgrade.

Follow these steps:

1. (Optional) Run an export for any modified master and model configuration.
2. Back up all customizations.
3. Stop and delete all scheduled jobs, as follows:
   1. Navigate to Administration, Workflows in the Portal.
   2. Select a workflow and go to the Administration tab.
   3. Click Stop.
   4. Navigate to Administration, Job Scheduler.
   5. Delete all scheduled jobs.
4. Stop the CA GovernanceMinder Server.
5. If you are upgrading from a release prior to r12.5 SP3, do the following:
   • Stop and archive all campaigns, as follows:
   1. Navigate to Administration, Workflows in the Portal.
   2. Select a campaign and go to the Administration tab.
   3. Click Stop.
   4. Click Archive.

      Note: After upgrade, you can create a certification based on this archive. You can also export campaign progress to an audit card, and include it in a new certification. For more information, see the Administration Guide.

   • Complete all self-service requests.
   • Complete all pending tickets in your Inbox.
6. If you are using a connector to CA IdentityMinder from before CA GovernanceMinder 12.5 SP4, remove it from the system and recreate a connector to CA IdentityMinder using the new connectivity functionality.

   Note: For more information about creating a connector to CA IdentityMinder, see the Integration Guide.