Installation and Upgrade Guides › SiteMinder Upgrade Guide › Upgrade Procedures from 5.x › Step 1: Upgrade the 5.x Policy Server to 6.x › Upgrade a 5.x Policy Server on UNIX Systems

Upgrade a 5.x Policy Server on UNIX Systems

Be sure that you understand the concepts in the following sections before starting the upgrade:

• Step 1: Upgrade the 5.x Policy Server to 6.x.
• Use Mixed–Mode Support. Mixed–mode support lets 6.x Policy Servers continue to use 5.x policy stores during a migration.

Note: During the upgrade, the installer prompts you to select the SiteMinder components you want configured. By default, all options are selected. If you leave policy store selected, the installer prompts you for new configuration information. If you do not select any of the options, the installer only upgrades binary files or executables, as necessary.

To upgrade a Policy Server on UNIX systems

1. Disconnect any failover or load balancing connections between the Web Agent and Policy Server.
2. Exit all applications that are running.
3. Stop the Policy Server using the stop-all command located in the root of the SiteMinder installation directory.
4. Stop all instances of the Policy Server Management Console.
5. Download the Policy Server installation kit from the Technical Support site and save the following to a temporary location:

   nete-ps-6.0-sp6-sol.bin

   If necessary, add executable permissions to the executable by running the following command:

   chmod +x nete-ps-6.0-sp6-sol.bin
   

   After installation, you can find the installation log files in siteminder_home/install_config_info.

   The file names are:

   • CA_SiteMinder_Policy_Server_v6.0_SP6_InstallLog.log
   • nete-ps-details.log

     The nete-ps-details.log file lets you determine the status of the policy store after the Policy Server installer has automatically configured it.

6. In a UNIX shell, enter the following command:

   sh ./nete-ps-6.0-sp6-sol.bin -i console
   

   Note: The -i console part of the command lets you run the installation from a console instead of a GUI.

   Setup verifies the following prerequisites:

   • You are logged into an account with local administrator privileges.
   • You have the appropriate operating system and web server listed on the SiteMinder Platform Support Matrix for 6.0. To access this matrix go to the Technical Support site and search for the SiteMinder Platform Matrix for 6.0.
   • The computer has necessary free disk space and the required JDK or JRE installed. These requirements are listed in the SiteMinder Platform Matrix for 6.0, which is located on the Technical Support site.
   • The system has the required/recommended patches installed.
7. Read the introduction and press Enter.

   The installer runs smpatchcheck to verify that you have the required/recommended UNIX operating system patches installed. If patches are not detected, the installer stops and tells you which patches are required.

8. Enter the JRE directory.
9. The installer displays the License Agreement. Press Enter to read the complete agreement.
10. If you agree with License Agreement terms and enter y to continue the installation.
11. Read the Installation Notes for important information about installing SiteMinder and press Enter to continue.
12. Enter your name and press Enter.
13. Enter your company name and press Enter.
14. Specify the directory that is one above the SiteMinder installation directory where the 5.x Policy Server is installed.

    For example, if your Policy Server is installed in /export/netegrity/siteminder, specify /export/netegrity.

15. Enter Y to confirm Policy Server installation location.
16. Enter the full path to the web browser on this system, including the executable. The installer uses this information to make the SiteMinder documentation available from Policy Server User Interface.
17. Enter 1 if you want the smprofile.ksh added to the .profile file.
18. A Policy Server is already installed prompt appears to confirm that you want to upgrade the 5.x Policy Server to 6.x. If you want to continue with the upgrade, enter 1.

    During the upgrade, the upgrade program backs up the siteminder.conf file, which is located in siteminder_home/config.

19. In the Choose Features section, enter the numbers (separated by commas) of the Policy Server features you want.

    Note: To select none of the features, enter a , (comma).

    OneView Monitor

    The installer configures the OneView Monitor to work on the Web Server you specify later in this procedure.

    Note: A supported version of ServletExec and a supported JDK are required to use the OneView Monitor.

    Web Server

    The installer configures the Policy Server User Interface and, if selected, the OneView Monitor to work on this web server.

    SNMP

    The installer configures SNMP to work with the Policy Server.

    Note: For more information about SNMP support, see the Policy Server Installation Guide for 6.x.

    Policy Store

    The installer configures a Sun Java System Directory Enterprise Edition (formerly Sun ONE/iPlanet), ADAM, or AD LDS policy store.

    • If SiteMinder r6.0 SP6 supports the directory server or database functioning as the policy store, clear the check box and upgrade the policy store manually after upgrading the Policy Server.

      Note: For more information about upgrading a policy store, see Upgrading a 5.x Policy Store.

    • If SiteMinder r6.0 SP6 does not support the directory server or database functioning as the policy store, you are required to migrate the 5.x policy store into a r6.0 SP6 policy store. The installer can automatically configure a Sun Java System Directory Server Enterprise Edition (formerly Sun ONE/iPlanet), ADAM, or AD LDS policy store. Otherwise, you are required to configure the policy store manually after upgrading the Policy Server.

      Note: For more information about configuring a policy store automatically or manually, see the Policy Server Installation Guide. For more information about migrating a policy store, see How to Migrate a 5.x Policy Store.

20. If you chose to have the OneView Monitor GUI configured, enter the JDK directory.
21. If you chose to have the OneView Monitor GUI configured, enter the ServletExec installation directory.

    Example: /usr/local/NewAtlanta/ServletExecAS

    1. Enter a free port number.
    2. If you have multiple ServletExec instances, select the se-hostname-server you want to configure for the OneView Monitor GUI and press Enter.
22. Enter the path to the root folder of a supported web server and press Enter.
23. Specify which web server you want to configure with the Policy Server and press Enter.

    Note: Consider the following:

    • Be sure that the web server instance is stopped.
    • If you have multiple web servers, only specify one. We recommend configuring one web server at a time. Use the Policy Server Configuration Wizard to configure additional web servers after upgrading the Policy Server.
24. (Optional) If you are prompted for policy store information, see the Policy Server Installation Guide for more information about using the installer to configure a policy store automatically.
25. Access the Policy Server User Interface after upgrading the Policy Server. Clear the web browser cache to be sure that the upgraded version of the Policy Server User Interface appears.

More information:

Upgrade a 5.x Policy Store

Upgrade a SQL Server Database Policy and Key Store

Upgrade a 5.x Oracle Policy Store

Access the Policy Server User Interface