Upgrading › Finalize the Upgrade › How to Set Up Shared and Customized Files

How to Set Up Shared and Customized Files

Setting up shared and customized files is a required task when you finalize the upgrade.

To set up shared and customized files

1. Copy all filestore contents (files shared by all users in the environment) from the previous filestore location to the new location, 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: Copy any files that you want to update or replace from %USM_HOME%\view\webapps\usm\custom to %USM_HOME%\filestore\custom

   Note: Your installation can have some or all of these folders, depending on the previous version of CA Service Catalog that was installed.

2. If you customized files, such as category.xml or requestshared.xml, restore or verify your customizations, as follows:
   • (Migration model upgrade only) 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 can replace certain new files with your backup files, in certain cases. However, before doing so, contact Technical Support and verify each file that you want to replace. For details, contact Technical Support.

   • (Traditional upgrade only) Review any CA Service Catalog files that you customized, such as custom.xml or requestshared.xml. Verify that your customizations are intact and are applicable for this release.

     The traditional upgrade program automatically backs up customized files before the upgrade and restores them after the upgrade.

3. Do the following if you customized the CA Service Repository Agent in the previous release and you want to use the same customizations for the new release.

   Note: The CA Service Repository Agent is also named the Data Mediation Data Repository Agent. This repository agent automates the process of importing usage data stored in Delimiter Separated File or Fixed Length File format.

   1. Find the files from the previous release. These files are located in the following folders:
      • %USM_HOME%\Repagent\data
      • %USM_HOME%\Repagent\config
   2. Open each file and find the customizations that you want to continue using. Make the same or equivalent customizations to the files with the same names 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.

   3. Complete these updates for the first (formerly primary) Service View computer.
   4. Complete these updates for any additional (formerly secondary) Service View computers.

You have set up shared and customized files.