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. For example, re-apply any customizations that you recorded for XML, XSL, or other CA Service Catalog files when you prepared for the upgrade.

Follow these steps:

1. (Multiple Catalog Component Computers) Perform the following steps:
   1. If you have not already done so, set up the filestore (the single location for shared files). Otherwise, skip this step.
   2. Click Administration, Configuration, Filestore on any Catalog Component computer. Verify that the filestore location is correct. If necessary, correct the location.
   3. Access the filestore computer and verify that the filestore folder includes the themes folder. If necessary, copy the themes folder to the filestore folder.
2. To use the old filestore location, if applicable, proceed as follows. Otherwise, skip this step.
   1. Copy the themes folder from the local filestore to the old filestore. This folder is part of the feature named custom branding.

      Note: Custom branding, including the themes folder, started with CA Service Catalog Release 12.7. For information about the filestore and custom branding, including the themes folder, see the Implementation Guide.

   2. Click Administration, Configuration, Filestore.
   3. Specify the original filestore location. You recorded this location when you prepared for the upgrade.
3. 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

     USM_HOME is the documentation convention that specifies the local CA Service Catalog installation directory. For 32-bit computers, the default path name is C:\Program Files\CA\Service Catalog. For 64-bit computers, the default path name is C:\Program Files (x86)\CA\Service Catalog for 32-bit installations or C:\Program Files\CA\Service Catalog for 64-bit installations.

   • Images:
     • Copy from USM_HOME\view\webapps\usm\images\offerings to %USM_HOME\filestore\images\offerings
     • 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.

4. Re-apply any customizations that you recorded for XML, XSL, or other CA Service Catalog 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.

     Follow the same process for any customizations that you made to related third-party files such as Tomcat files.

     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.

   • (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.

Perform this step if you customized the CA Service Repository Agent in the previous release and you want to continue using the same customizations for this 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 in Delimiter Separated File format 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. This technique does not work.

3. Complete these updates on all CA Service Catalog computers.

You have set up shared and customized files.