Installation and Upgrade Guides › SiteMinder Upgrade Guide › Upgrading from SiteMinder r12.x › How to Migrate from r12.x › Upgrade an r12.x Policy Server

Upgrade an r12.x Policy Server

The following sections detail how to upgrade an r12.x Policy Server on Windows and UNIX.

Before You Upgrade

Before you upgrade a Policy Server, consider the following items:

• (Optional) If the environment contains multiple smkeydatabase instances, be sure to synchronize all content. Synchronizing resolves data inconsistencies that can prevent the Policy Server installer from automatically migrating content to the certificate data store.
• You upgrade the Policy Server using the installation media on the Technical Support site.
• (Linux) Be sure that the required Linux libraries are installed to the Policy Server host system. For more information, see Required Linux Libraries.
• Remove the Policy Server from the environment. Removing the Policy Server prevents SiteMinder Agents from contacting the Policy Server during the upgrade.
• Shut down all instances of the Policy Server Management Console.
• (UNIX) The user account upgrading the Policy Server must have executable permissions on the directory that contains the installation media. If the user account does not have these permissions, run the following command:

  chmod +x installation_media
  

  installation_media

  Specifies the Policy Server installation executable.

• (UNIX) If you execute the Policy Server across different subnets, it can crash. Run the Policy Server installer directly on the host system.
• (UNIX) Upgrade the Policy Server using an account with at least the same permissions as the user who installed the Policy Server. For example, if a root user installed the Policy Server, upgrade the Policy Sever using a root user.

Required Linux Libraries

Certain library files are required for components operating on Linux operating environments. Failure to install the correct libraries can cause the following error:

java.lang.UnsatisfiedLinkError 

If you are installing, configuring, or upgrading a Linux version of this component, the following libraries are required on the host system:

Red Hat 5.x

compat–gcc-34-c++-3.4.6-patch_version.I386

Red Hat 6.x (32-bit)

libstdc++-4.4.6-3.el6.i686.rpm

To have the appropriate 32-bit C run–time library for your operating environment, install the previous rpm.

Red Hat 6.x (64-bit)

libXau-1.0.5-1.el6.i686.rpm

libxcb-1.5-1.el6.i686.rpm

libstdc++-4.4.6-4.el6.i686.rpm

compat-db42-4.2.52-15.el6.i686.rpm

compat-db43-4.3.29-15.el6.i686.rpm

libX11-1.3-2.el6.i686.rpm

libXrender-0.9.5-1.el6.i686.rpm

libexpat.so.1 (provided by expat-2.0.1-11.el6_2.i686.rpm)

libfreetype.so.6 (provided by freetype-2.3.11-6.el6_2.9.i686.rpm)

libfontconfig.so.1 (provided by fontconfig-2.8.0-3.el6.i686.rpm)

libICE-1.0.6-1.el6.i686.rpm

libuuid-2.17.2-12.7.el6.i686.rpm

libSM-1.1.0-7.1.el6.i686.rpm

libXext-1.1-3.el6.i686.rpm

compat-libstdc++-33-3.2.3-69.el6.i686.rpm

compat-db-4.6.21-15.el6.i686.rpm

libXi-1.3-3.el6.i686.rpm

libXtst-1.0.99.2-3.el6.i686.rpm

libXft-2.1.13-4.1.el6.i686.rpm

libXt-1.0.7-1.el6.i686.rpm

libXp-1.0.0-15.1.el6.i686.rpm

Upgrade a Policy Server on Windows

Follow these steps:

1. Review Before You Upgrade.
2. Exit all applications that are running.
3. Navigate to the installation media.
4. Double–click installation_media.

   installation_media

   Specifies the name of the Policy Server installation executable.

   The Policy Server installer starts.

   Note: For a list of installation media names, see the Policy Server Release Notes.

5. Considering the following items when running the installer:
   • The installer prompts you to select the components. When selecting components:
     • Reconfigure components that had been previously configured for the environment. Be sure to select the respective components.
     • If you do not intend on configuring a new policy store, clear the Policy Store check box. You do not have to reconfigure existing policy store settings. The Policy Server retains the policy store settings after the upgrade. You manually upgrade an existing policy store.
   • If the installer detects a smkeydatabase, it:
     • Backs up the smkeydatabase.
     • Attempts to migrate the content to the certificate data store.

     Important! If the migration of the smkeydatabase fails, do not return the Policy Server to the environment. Returning the Policy Server after a failed migration causes all transactions that require the certificate data to fail.

6. Review the installation settings and click Install.

   The Policy Server is upgraded. The selected components are configured for use with the Policy Server.

More information:

Troubleshoot a Policy Server Upgrade

Installation Media Names

Upgrade a Policy Server Using a GUI on UNIX

Follow these steps:

1. Review Before You Upgrade.
2. Exit all applications that are running.
3. Execute the following script in a ksh shell from the SiteMinder installation directory:

   ../ca_ps_env.ksh
   

   Note: Be sure that there is a space between the periods.

4. Open a shell and navigate to the installation executable.
5. Enter the following command:

   ./installation_media
   

   installation_media

   Specifies the name of the Policy Server installer executable.

   The Policy Server installer starts.

   Note: For a list of installation media names, see the Policy Server Release Notes.

6. Considering the following items when running the installer:
   • The installer prompts you to select the components. When selecting components:
     • Reconfigure components that had been previously configured for the environment. Be sure to select the respective components.
     • If you are not configuring a new policy store, clear the Policy Store check box. You do not have to reconfigure existing policy store settings. The upgraded Policy Server retains the policy store settings. You manually upgrade an existing policy store.
   • If the installer detects a smkeydatabase, it:
     • Backs up the smkeydatabase.
     • Attempts to migrate the content to the certificate data store.

     Important! If the migration of the smkeydatabase fails, do not return the Policy Server to the environment. Returning the Policy Server after a failed migration causes all transactions that require the certificate data to fail.

7. Review the installation settings and click Install.

   The Policy Server is upgraded. The selected components are configured for use with the Policy Server.

8. Click Done.
9. Execute the following script in a ksh shell from the SiteMinder installation directory:

   ../ca_ps_env.ksh
   

   Note: Be sure that there is a space between the periods.

More information:

Troubleshoot a Policy Server Upgrade

Installation Media Names

Upgrade a Policy Server on UNIX Using a Console

Follow these steps:

1. Review Before You Upgrade.
2. Exit all applications that are running.
3. Execute the following script in a ksh shell from the SiteMinder installation directory:

   ../ca_ps_env.ksh
   

   Note: Be sure that there is a space between the periods.

4. Open a shell and navigate to the installation executable.
5. Enter the following command:

   ./installation_media -i console
   

   installation_media

   Specifies the name of the Policy Server installer executable.

   The Policy Server installer starts.

   Note: For a list of installation media names, see the Policy Server Release Notes.

6. Considering the following items when running the installer:

   The installer prompts you to select SiteMinder components. Each component is prefixed with a number. Type numbers separated with a comma (,) to select one or more components. Enter only a comma to select none of the features.

   • Consider the following items when selecting components:
     • Reconfigure components that had been previously configured for the environment. Be sure to select the respective components.
     • Only select Policy Store if you are configuring a new policy store. You do not have to reconfigure existing policy store settings. The upgraded Policy Server retains the policy store settings. You manually upgrade an existing policy store.
   • If the installer detects a smkeydatabase, it:
     • Backs up the smkeydatabase.
     • Attempts to migrate the content to the certificate data store.

     Important! If the migration of the smkeydatabase fails, do not return the Policy Server to the environment. Returning the Policy Server after a failed migration causes all transactions that require the certificate data to fail.

7. Review the installation settings and press Enter.

   The Policy Server is upgraded. The selected components are configured for use with the Policy Server.

8. Click Done.
9. Execute the following script in a ksh shell from the SiteMinder installation directory:

   ../ca_ps_env.ksh
   

   Note: Be sure that there is a space between the periods.

More information:

Troubleshoot a Policy Server Upgrade

Installation Media Names

Custom Server–Side Code Requirements

Your Policy Server operating system determines whether recompiling custom server–side code is required. Use the following table to identify the requirement:

Troubleshoot a Policy Server Upgrade

If you experience problems during the upgrade:

• You can locate the Policy Server installation log file in siteminder_home\siteminder\install_config_info.

  siteminder_home

  Specifies the Policy Server installation path.

• You can locate the smkeydatabase migration log (smkeydatabaseMigration.log) in siteminder_home\log.

  Note: A Policy Server upgrade and a smkeydatabase migration are separate processes. If the smkeydatabase migration fails, the Policy Server upgrade does not fail.