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Example: Upgrade Any Node of the Domain Orchestrator from 3.1 SP01 to Release 4.2 on Windows

The following example is the first of two related examples on upgrading a clustered Domain Orchestrator from 3.1 SP01 to Release 4.2 on a Windows operating system. The examples include selected screenshots and commentary for the following scenario:

These are the steps:

  1. Log in to the host with the node of the clustered Domain Orchestrator that you plan to upgrade.
  2. Open the CA Process Automation release you are upgrading. For example, from the Start menu, select Programs, CA, CA Process Automation Domain 3.1 SP01, Start CA Process Automation Management Console.

    Note: This is an easy way to verify that CA EEM is running and that your database server is active. This is a prerequisite to upgrade.

    CA Process Automation 3.1 Management Console.

  3. Click Sign Out, close the CA Process Automation Management Console, and stop the Orchestrator Service. (If you open Services, you can verify that the service is not in Started status. Do not proceed while the Status is "Stopping." Refresh this view and wait until the Status field is cleared.

    wait until the status field is empty meaning it is stopped.

  4. Navigate to the DVD1 folder on the installation media and start the Domain_Installer_windows.bat.
  5. Click Next to move through the initial pages of the Third-Party Installer Setup wizard:
  6. For Select Destination Directory, browse to the exact directory that contains the files for CA Process Automation 3.1sp01: bin, client, docs, lib, and server. This directory is typically ITPAM, but it could have a name you previously provided.

    Browse to the directory containing the bin, client, docs, lib, and server directories.

    Important! You must point to the correct directory so that the installation process recognizes your previous configuration options.

  7. Click Next to proceed through Prerequisites for CA Process Automation Installation.

    Installation of third-party components begins.

  8. When the JDBC Jars for Installation page appears, click Add Files if you are using a MySQL database server or a SQL Server. Browse to the location of the appropriate jar file.

    For example, the JDBC driver for SQL Server has changed, browse to DVD1\drivers\jtds-1.3.jar for SQL Server.

  9. When the Completing the CA Process Automation Setup Wizard page appears,
    1. Change the last directory of the displayed path from DVD1 to DVD2.

    Path to the installer contents.

    1. Click Finish.

      The following message appears: "Copying CA Process Automation installer. This may take a few minutes to complete, please wait."

  10. When the Welcome to CA Process Automation Domain Setup Wizard appears, click through the initial pages of the wizard:

    The load balance worker node is typically node1.

  11. When the Set Certificate Password appears, enter the same certificate password that was used in the previous release, and then click Next.

    itpam--upgradeScenario_21

  12. Click Next to Select Start Menu Folder - the default is CA Process Automation 4.2
  13. For General Properties, click Next. Install as Windows Service is selected by default.

    The following example includes our sample data:

    Select Install as Windows Service

  14. Click Next to proceed through the following pages:
  15. When the Embedded Entitlements Manager (EEM) Security Settings appears, entries from your previous configuration are populated by default. For example:

    Default entries appear for EEM Server, EEM Applicaton Name, EEM Certificate File and EEM Certificate Password. If FIPS is selected, then Certificate Key File is completed and the EEM Certificate File and Password fileds are disabled.

    1. Skip the Default Active Directory Domain field unless you configured CA EEM to use multiple Microsoft Active Directories. In this case, enter the name of one of the ADs you configured.
    2. Select Register Application with CA EEM and click Register.

    Register the upgraded PAM with EEM.

    1. Supply credentials for logging into CA EEM as the EiamAdmin administrator and click OK.

    Enter EiamAdmin and the associated password.

    1. Click Yes to agree to upgrade.

    Click Yes to upgrade.

    1. Click OK to the "Application Upgraded" message.
    2. (Optional). Click Test EEM Settings and complete the Verify EEM settings:
      • If your user credentials are stored in CA EEM, enter the user name and password for your CA Process Automation user account.
      • If CA EEM uses Active Directory, entered your AD credentials.

      Respond to the confirmation message.

    Verification of the credentials is displayed.

  16. As the following Database Settings appear, click Test Database Settings to verify that "Test is successful" is displayed. Click Next.

    The following example includes our sample data:

    Verify that fields display your previous configuration options.

  17. For Additional Jars for Installation, click Next or select from the displayed list and add additional files if required.
  18. Wait while Setup upgrades (installs) the CA Process Automation Domain.
  19. When the Completing the CA Process Automation Domain Setup Wizard appears, click Finish.
  20. Log off the server on which node 1 of the clustered Domain Orchestrator was upgraded.

Note: If you have connectors to update, defer starting the Orchestrator service until this update is complete.