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

UNIX Console

To upgrade the Policy Server

1. Exit all applications that are running.
2. 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 (. .) when running the script.

3. Open a shell and navigate to the installation executable.
4. 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.

5. Considering the following 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. 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.
   • Select Create SM Key Database/Change SM Key Database Password if:
     • You plan on using features related to Federation Security Services.
     • You plan on using the SiteMinder Information Card Authentication Scheme. For example, you can use the SiteMinder Information Card Authentication Scheme for the support of Microsoft CardSpace.

   Note: If you create a key database, the installer prompts you to install the default CA certificates. Leave Import default CA certificates selected and install these certificates. You can add additional certificates and private keys to a key database after the upgrade.

6. Review the installation settings and press Enter.

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

If you experience problems during the upgrade, you can locate the Policy Server installation log file at siteminder_home\siteminder\install_config_info.

siteminder_home

Specifies the Policy Server installation path.

More information:

Installation Media Names

Before You Upgrade an r12.x Web Agent

Before you upgrade Web Agents:

• (UNIX) Be sure that you upgrade the Web Agent with the same account that was used to install it. If you use a different account, the upgrade can fail.
• Be sure that the Policy Server is configured.
• Identify the required administrator and Policy Server object names.
• Identify the Web Agent requirements.

Ensure the Policy Server is Configured

Before you upgrade the Web Agent:

• Be sure that the Policy Server can connect to the Web Agent host system.
• Be sure that the Policy Server is running before registering trusted hosts. You start the Policy Server on the Status tab of the Policy Server Management Console.

Identify the Required Administrator and Policy Server Object Names

Before upgrading the Web Agent, you need the following information from the Policy Server administrator.

• Name of the SiteMinder Administrator allowed to register hosts.
• Name of the Host Configuration Object.
• Name of the Agent Configuration Object.

Identify the Web Agent Requirements

For more information about patches and other Web Agent requirements, see the Web Agent Installation Guide.