Upgrade to the Current Release › Take Backups and Prepare for the Outage

Take Backups and Prepare for the Outage

Unforeseen or uncontrollable incidents may interrupt or otherwise cause the upgrade process to fail. As a precaution, we recommend that you back up all valuable data stored in CA Process Automation folders before you begin the upgrade. To prepare for full rollback, also back up:

• The databases that contain the CA Process Automation data stores.
• The CA Process Automation authentication and authorization policies stored in CA EEM.

Follow these steps:

1. Verify that your databases have access to at least double the space that is currently used by your existing CA Process Automation data stores.
2. To prepare for potential rollback, either snapshot all Orchestrator VMs or back up the following folder on all Orchestrators:

   install_dir/
   

   The best practice is to back up this folder to a different physical disk than the one that hosts the install_dir folder. The JBoss files are in the install_dir folder. The ability to restore the previous version depends on this folder being backed up.

   To back up hotfixes or connector installation, copy only the install_dir/server/c2o/ folder.

3. Back up the library, runtime, and reporting data stores used by each Orchestrator before you upgrade. Data stores can reside in separate databases or all in the same database.
4. Back up the CA Process Automation application in your CA EEM server.
   1. Log into CA EEM, specifying the CA Process Automation application.
   2. Click the Configure tab, click EEM Server, and click Export application.
   3. Click Export and save the <application-name>.xml.gz file to your local drive.
5. Prepare for an outage. The duration of an Orchestrator upgrade depends on the size of the data stores. The more data you have, the longer the upgrade takes.
   • If you have other applications that rely on CA Process Automation services, prepare for this outage. For example, if you use Service Catalog to initiate CA Process Automation processes, you could shut down Service Catalog during the CA Process Automation upgrade. Alternatively, you could present a “temporarily unavailable” dialog for catalog items that rely on CA Process Automation and then remove that dialog when the CA Process Automation upgrade completes.
   • Schedule an appropriate maintenance window and inform relevant stakeholders about the interval when you expect CA Process Automation to be unavailable.

More information:

How to Upgrade CA Process Automation