Installation and Upgrade Guides › SiteMinder Upgrade Guide › Planning an Upgrade › How to Upgrade Simple Test Environments

How to Upgrade Simple Test Environments

You follow the upgrade paths detailed in this guide only if you must maintain single-sign on or failover.

If your test environment does not require the latter, the most efficient way to upgrade is to:

1. Install an 12.52 Policy Server.

   Note: Be sure that you install a new Policy Server. Do not upgrade the existing Policy Server. For more information about installing a Policy Server, see the Policy Server Installation Guide.

2. Do one of the following:
   • If you are upgrading from r6.x, use smobjexport to export data from the r6.x policy store.
   • If you are upgrading from r12.x, use XPSExport to export data from the r12.x policy store.

   Note: For more information about using either utility, see the Policy Server Administration Guide.

3. Do one of the following:
   • If you are upgrading from r6.x, use smobjimport to import the r6.x policy store data into the 12.52 policy store.
   • If you are upgrading from r12.x, use XPSImport to import the r12.x policy store data into the 12.52 policy store.

   Note: For more information about using either utility, see the Policy Server Administration Guide.

4. Uninstall CA SiteMinder® r6.x or r12.x.

When moving CA SiteMinder® policies from one environment to another, either as part of an upgrade or a policy migration, some objects that are environment–specific are included in the export file. Examples of these objects include:

• Trusted hosts
• HCO Policy Server settings
• Authentication scheme URLs
• Password services redirects
• Redirect responses

Depending on the mode you select when using XPSExport, these objects may be added to the new environment or can overwrite existing settings. Be sure that you do not adversely affect environment settings when importing the objects.