Upgrade to the Current Release › Carry Out Upgrade Prerequisites

Carry Out Upgrade Prerequisites

Before you start the process to upgrade to CA Process Automation Release 04.2.00, complete the following prerequisite tasks:

1. Have at hand the CA EEM administrator credentials, where EiamAdmin is typically the EEM Admin Username, and the EEM Admin Password is known to the CA EEM administrator.
2. Record the Certificate Password to use for this system upgrade.

   The certificate password is used to control access to the keys used to encrypt passwords and other critical data. You specify this password for the first Orchestrator you upgrade. Then, you must enter this same password when you install other nodes of the Domain Orchestrator, other standalone Orchestrators, and nodes of other clustered Orchestrators for the same release.

3. Ensure that no CA Process Automation processes are currently active, that is, in a Running state or Blocked state.
4. Shut down all non-domain Orchestrators. For clustered non-domain Orchestrators, shut down the Orchestrator service on each node. See Stop the Orchestrator.
5. Shut down the Domain Orchestrator. For a clustered Domain Orchestrator, shut down the Orchestrator service on each node. See Stop the Orchestrator.

   Notes:

   • Active agents are unable to connect to Orchestrators that are shut down, but will reconnect when the Orchestrators are restarted.
   • Scheduled processes and operators will not run during the upgrade process.
6. If you use an Apache load balancer, copy the updated Apache configuration templates from DVD1. For details, see Apache Load Balancer.
7. If you use an F5 load balancer, update the iRule definition to remove the Primary Node designation. This change makes it possible to continue to use the deprecated communication for the first phase of the upgrade.
   1. Remove: set PRIMARY "[PrimaryIP]"
   2. Remove: set PRIMPORT "[PrimaryPort]"
   3. Remove all occurrences: member $PRIMARY $PRIMPORT
8. Verify that the version of the JDK installed on all Orchestrator nodes is a supported version. See JDK Prerequisites.
9. If the DNS host name defined when you installed CA Process Automation contained restricted characters (such as underscores), correct the DNS host name. For more information, see Resolve Invalid Character in CA Process Automation DNS Name.
10. Verify that CA EEM is running and that it is a release that CA Process Automation supports. CA EEM is the required directory server.

    Note: CA Process Automation Release 4.2 supports CA EEM Releases 8.4 SP04 CR10 through 12.51.

    1. If you have no available CA EEM instance, download installers for CA EEM 12.51 from the same location as the CA Process Automation installation media. Follow the instructions provided in the CA EEM documentation when deploying your CA EEM instance. The ISO on download location on support.ca.com contains server downloads for all platforms for CA EEM Release 12.51 and the related documentation zip file.
    2. If you are using a release prior to 12.51, consider upgrading if you want to take advantage of these new features:
       • Support of 2048- and 4096-bit security certificates requires CA EEM Release 12.5 or later (English) and Release 12.51 (other supported languages).
       • Support of multiple Microsoft Active Directory Domains requires CA EEM version 12.0 or later. This option is available when you configure CA EEM to reference an external user store.

         Note: CA EEM Release 8.4 SP04 CR10 supports referencing a single LDAP directory.

       Follow the instructions provided in the CA EEM documentation when upgrading your CA EEM instance.

More information:

How to Upgrade CA Process Automation