The migration model provides greater flexibility than directly upgrading all computers. If a system failure or other unforeseen event occurs in the new environment, you can more efficiently restore the previous environment. In many cases, you can test the new environment more thoroughly when you use the migration model.
- Review the scope and limitations of an upgrade for requirements regarding upgrades from specific earlier releases of CA Service Catalog.
- Find and list all computers that have one or more CA Service Catalog components installed. Use this list to verify that you set up your new CA Service Catalog 12.6 implementation to meet your needs.
If you customized any CA Service Catalog files, such as custom.xml, back up those files in a safe location, and record that location for future reference during this upgrade process.
- Note the following important points:
- You must keep the MDB and CA EEM on their existing computers.
- After you upgrade the MDB or CA EEM on a computer, any existing CA Service Catalog components from previous releases on that computer become unusable for CA Service Catalog 12.6.
- Your upgraded implementation must have the same number of computers as your original implementation.
- In your current implementation, do the following:
- Log in to each business unit under the root (highest level) business unit and click Service Builder, Configuration, Catalog Configuration.
- For each of these business units, record whether the Use Service Provider Catalog Only option is set to Yes or No.
- Using the recorded values for reference, decide which value to use as a system-wide setting to meet the requirements of your organization.
In releases earlier than CA Service Catalog 12.6, the Use Service Provider Catalog Only option in the Service Builder configuration was available for both the root (highest level) business unit and all sub business units. However, beginning with CA Service Catalog 12.6, the Use Service Provider Catalog Only option becomes a System Configuration option available for the root business unit only, not any sub business units. You set this system-wide value later at the end of the upgrade process.
- Shut down all CA Service Catalog services on all computers.
The CA Service Catalog r11.2 services are named imqbroker, Unicenter Service View, Unicenter Service Accounting, and Unicenter Service Fulfillment.
The CA Service Catalog services in later releases are named Message Queue 4.1 Broker, Service View, CA Service Accounting, and CA Service Fulfillment.
- Back up your existing CA MDB on the computer where it currently resides.
Note: For instructions to back up CA MDB, see your DBMS documentation.
- Back up your existing CA EEM on the computer where it currently resides, as follows:
- If CA Service Catalog components exist on the same computer, shut down their Windows services; for details, see the earlier step about Windows services for CA Service Catalog.
- Log in to CA EEM; verify that the Application is set to Service Delivery.
- Click Configure, Embedded IAM Server.
Under the Embedded IAM Server, click Export Application.
Export Application appears on the right side of the page.
- Select all check boxes under Object List, and verify that the Max Search Size is set to default.
If CA EEM is configured with External Directory, clear these options: Global Users, Global User Groups, and Global Folders.
- Click Export.
- On the File Download prompt, select a location to save the Service Delivery.xml file.
- Record the location where you saved the file, for future reference.
- Log out of CA EEM.
Note: For further details about backing up CA EEM, see your CA EEM documentation.
- Back up the CA EEM data on the Service View computer in your test system, as follows.
If you have multiple Service View computers, perform this step on the first (formerly primary) Service View computer. You run this command once, regardless of how many Service View computers your system has.
- Open the CA Service Catalog command prompt by clicking Start, Programs, CA, Service Catalog, Service Catalog Command Prompt.
- Run the following command at the command prompt:
ant backup-eem-app
This action generates a file named eem-backup.xml in the %USM_HOME% directory.
- If applicable, on your DBMS server, upgrade your Oracle or SQL Server software to a supported version: Oracle 10g or 11g or SQL Server 2005 or 2008.
- Verify that the Oracle or SQL Server client software is installed on each required computer, at the same supported version installed on the DBMS server. The required computers are the new CA Service Catalog computers, on which you plan to install one or more CA Service Catalog 12.6 products or components.
- Verify that replication is turned off in your DBMS.
Important! When replication is turned on, the database tables are locked from any schema changes. As a result, the upgrade cannot run successfully.
For instructions to turn off replication, see your DBMS documentation.
- On your new CA Service Catalog computers, install CA Service Catalog 12.6 products and components.
Whenever you are prompted for information about CA MDB or CA EEM, use the existing CA MDB specifications (including the usmuser) and CA EEM specifications (including the computer name and application name) referenced in earlier steps.
For example, suppose your existing setup has Service View and CA MDB on existing Computer 1, CA Service Catalog and CA Service Accounting on existing Computer 2, and CA Workflow on existing Computer 3. In this case, you start by verifying that CA Service Catalog 12.6 supports the DBMS version on existing Computer 1, as explained in an earlier step. Similarly, you verify that the DBMS client software is installed on all required computers, as explained in another earlier step.
Next, you do not upgrade or delete the Service View on existing Computer 1. Instead, you install Service View 12.6 on new Computer 4, pointing to the existing CA MDB on existing Computer 1. Similarly, you install CA Service Catalog and CA Service Accounting on new Computer 5, and install CA Workflow on new Computer 6.
Using these guidelines, install the CA Service Catalog 12.6 products and components as follows:
- Install CA EEM.
- Install the first Service View; the installation program installs Service View and upgrades the MDB as part of this procedure.
- Optionally install additional (formerly secondary) Service View servers.
- Install CA Service Catalog.
- Optionally install CA IT PAM, install CA Workflow, or install both.
Note: For best results, including more efficient process automation, install and use CA IT PAM rather than CA Workflow. For details about installing and using CA IT PAM, see the CA IT PAM documentation and installation media, which are included with the CA Service Catalog installation media.
- Install Catalog Content.
- If applicable, install CA Service Accounting.
Note: If you plan to integrate CA Service Catalog with any other CA product, see the Integration Guide.
- Copy all filestore contents (files shared by all users in the environment) from your existing computer to new filestore location in new computer, as follows:
- Documents: Copy from %USM_HOME%\view\documents to %USM_HOME\filestore\documents
- Images: Copy from %USM_HOME%\view\webapps\usm\images\offerings to %USM_HOME\filestore\images\offerings
- Images: Copy from %USM_HOME%\view\webapps\usm\images\rateplans to %USM_HOME%\filestore\images\rateplans
- Forms: Copy from %USM_HOME%\view\forms to %USM_HOME%\filestore\forms
- Custom directory: anything you want to update or replace from %USM_HOME%\view\webapps\usm\custom to %USM_HOME%\filestore\custom
Note: Your installation may have some or all of these folders, depending on the previous version of CA Service Catalog that was installed.
- Compare each customized file that you backed up earlier with the new version supplied by the upgrade. Update the new file with your customizations from the backup file.
Important! You may be able to replace certain new files with your backup files; however, before doing so, contact Technical Support and verify each file that you want to replace. For details, contact Technical Support.
- For maximum performance, set up a single location for shared files.
- If you have installed CA Workflow as part of the upgrade process, do the following on each newly upgraded Service View server:
- Log in to CA Service Catalog.
- Click Administration, Configuration, CA Workflow.
The CA Workflow configuration parameters appear.
- Verify that these parameters reference the newly upgraded CA Workflow computer; if necessary, update them to match the newly upgraded CA Workflow computer.
- Configure the CA Workflow actors and process definitions.
- If you integrated CA Service Catalog with CA Service Desk Manager in the previous release, you must update the host computer name and reconfigure the connection and configuration details between the two products. For instructions, see the chapter "Integrating with CA Service Desk Manager" in the Integration Guide.
- The CA Service Repository Agent (also known as Data Mediation Data Repository Agent) automates the process of importing usage data stored in Delimiter Separated File or Fixed Length File format. If you customized the repository agent in the previous release and you want to use the same customizations for the new release, do the following:
- Find the files from the previous release. These files are located in the following folders:
- %USM_HOME%\Repagent\data
- %USM_HOME%\Repagent\config
- Open each file, find the customizations that you want to continue using, and make the same or equivalent customizations to the same-named file in the new folders. The new folders are as follows:
- %USM_HOME%\Repagent\data
- %USM_HOME%\Repagent\config
Important! Do not simply overwrite the new files with the old files! Doing so does not work!
- Complete these updates for the first (formerly primary) Service View server.
- Complete these updates for any additional (formerly secondary) Service View servers.
- Consider implementing clustering for Service View, CA Workflow, or both, as summarized in Clustering.
- Verify that CA Service Catalog is working properly on the new computers.
- Verify that you and other users can log in to these components.
- If you installed a new version of CA EEM with CA Service Catalog 12.6, uninstall the old version of CA EEM from the old CA Service Catalog computers.
- Uninstall the previous versions of CA Service Catalog products and components from the "old" computers.
- Log in to the root business unit of CA Service Catalog 12.6 as a Service Delivery administrator and do the following:
- Click Service Builder, Configuration, System Configuration.
- The System Configuration options appear.
- Set the value of the Use Service Provider Catalog Only option to Yes or No; you decided the value at the beginning of this upgrade process.
The value you set applies to the entire Catalog system, in other words, to all business units.