Administer Agents › How to automatically Upgrade Agents through CA Process Automation Content › Review Terminologies, Limitations, Assumptions and Prerequisites

Review Terminologies, Limitations, Assumptions and Prerequisites

Review the following terminologies before you run the content:

• Active agents

  Indicates the agents for which the pre-upgrade content obtains the details.

• Inactive agents

  Indicates the agents for which the pre-upgrade content does not obtain the details.

• Content

  CA Process Automation content that is designed using automation objects for automatically upgrading agents.

Note: The following steps are optional:

• View the Output after content execution:

  After the content is run, the results are saved in the datasets. Whenever required, you can verify the output using the datasets.

• Verify the upgraded agents after the post-upgrade content is executed:

  The IsReinstalled field in the Agent Details dataset is set to ‘True’ for the agents that are successfully upgraded.

Review the following prerequisite before you run the content:

• Create touchpoints for the agents you want to upgrade before you run the pre-upgrade content. For more information about creating touchpoints, see Administer Touchpoints in the CA Process Automation Content Administration Guide.

Review the following limitations before you run the content:

• The content is not supported when domain orchestrator runs on non-windows platform, that is, Linux, Solaris.
• You cannot use the content to upgrade from the CA Process Automation 4.2 version to 4.2 SP2 version.
• Agents that run in console mode can fail to upgrade.
• The Certificate Password field in the Upgrade Agents form is plain text instead of a password field.
• No support for agents that run on Windows 2003 Server R2 and Windows XP.

Review the following assumptions before you run the content:

• Orchestrator and agents run in service mode.
• Domain orchestrator is installed on the Windows platform.
• By default, FTP/SFTP and SSH are enabled for non-windows agents.

Import the Content

The installation media contains content (CA PAM Upgrade Agents.xml) that enables you to upgrade the agents automatically.

Follow these steps:

1. Import the content to any folder as follows:
   • For the CA Process Automation 3.1 version:
     1. Log in to PAM and click CA Process Automation Client.

        The previously installed agents are listed in the Configuration browser.

     2. Access the Library folder, right-click the folder, select the content, and click Import.
   • For CA Process Automation 4.0 and 4.1 versions:
   1. Log in to CA Process Automation.
   2. Access the Library tab, right-click the folder, select Import, select the Content, and click Open.

   After the content is imported successfully, a folder with the name, CA PAM Upgrade Agents is created in the left pane.

2. Verify the following folders in the CA PAM Upgrade Agents folder:
   • Pre-Upgrade content
   • Post-Upgrade content

   Important! Do not modify to the objects in the Core Content and Output folder.