Start Here: Common Steps Before All New Installs and Upgrades

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You can set up instances of
PPM classique
on-premise or SaaS for development and testing, and upgrade those non-production environments, before upgrading and cutting over to production. After reading the documentation and preparing for your upgrade, SaaS customers can file a support ticket to request an upgrade for a particular instance of
PPM classique
SaaS.
As an administrator for an on-prem or SaaS environment, follow these steps:
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Activity:
Status:
Plan for All Required Components
The install and upgrade scripts require the installation or upgrade of certain system components.
Required Action:
All new installs and upgrades require that you perform the following steps. Plan ahead to include these steps before you consider your upgrade complete:
  • Install and Configure the Data Warehouse
  • Run the Load Data Warehouse Job
  • Install the PMO Accelerator add-in (required for
    Clarity
    and if using the optional APM add-in). For best performance and value, we recommend installing the PMO Accelerator and the PMO Accelerator Advanced Reporting content for all installations and upgrades, 14.x or 15.x, whether you plan to use
    PPM classique
    , the Modern UX, or both.
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Upgrade Large Data Sets
If your upgrade processes a large volume of data, we recommend that you override the default memory settings that are used by the upgrade.
Recommended Action:
  1. Create your own
    memory.properties
    file and place it in the
    $cappm/config
    directory.
  2. Set the desired memory values in that file.
    Default pre-upgrade values:
    defaultScriptMaxMem=1024m
    defaultScriptPermGenMem=128m
  3. The following settings represent examples that you might add to your memory.properties file:
defaultScriptMaxMem=2560m
defaultScriptPermGenMem=512m
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Legacy Business Objects Reports
If upgrading from Release 14.4 or older to a newer 15.x release, no legacy SAP Business Objects or Xcelsius functionality is supported. All legacy Business Objects content is removed as part of the upgrade process for both on-premise and SaaS environments.
Recommended Action:
Migrate any legacy SAP Business Objects content that you want to keep before you start the upgrade process.
IMPORTANT
: In a SaaS upgrade from 14.x to 15.x, any legacy Business Objects reporting content is permanently destroyed.
As a reminder, new releases of
PPM classique
include Advanced Reporting dashboards, views, and trending capabilities.
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Avoid Making Configuration Changes During the Upgrade
In an effort to minimize risk and adhere to best practices, a stable configuration is recommended during the upgrade cycle.
Required Action:
  1. If possible, all configuration changes should be completed and migrated to the Production environment prior to starting the upgrade cycle.
  2. No significant configuration changes should be made to the Production system during the upgrade cycle.
  3. If a critical need arises that requires a change during the upgrade, notify your upgrade team. As a SaaS administrator, contact Broadcom support and enter a new ticket to see what can be done. Do not make any changes yourself.
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As an administrator for an on-prem environment, in addition to the steps above, follow these additional steps:
Activity:
Status:
Run the Installation Checker
The Installation Checker (checkinstall) utility assesses an installation or an upgrade.
  • The utility runs automatically at the start of an installation or upgrade and at the end of an upgrade attempt.
  • You can also run it manually.
  • The utility produces a report results file (precheck-results.html) in the <install-root>/checkinstall/check-logs directory.
For best results, run the Installation Checker before starting the full installation or upgrade process. Carefully evaluate and resolve warnings before proceeding.
Required Action
:
  1. Extract the
    PPM classique
    installer to the
    PPM classique
    application server.
  2. Open a command prompt and navigate to the checkinstall directory located in the directory to which you extracted the installer.
  3. Invoke the checkinstall command:
    UNIX
    : sh checkinstall.sh
    Windows
    : checkinstall.bat
    You are asked for the Operator Username and Operator Email. This information refers to the user who is upgrading or installing and the email of the user. This information is stored as a record in the installation log.
  4. Verify the results. The results contain any warnings and errors and also indicate any customizations that you have made.
  5. Review the customizations and make adjustments as necessary before you start the upgrade.
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Checkinstall Script Workaround for Linux
The Checkinstall script for Linux contains DOS end of file characters and does not execute correctly.
Before planning an upgrade, we recommend that you run the checkinstall script to verify that all the pre-upgrade requirements are met. When you run checkinstall.sh on a Linux system, the script does not execute and produces an
unexpected end of file
syntax error.
Workaround: Convert the Script to Unix Format
  1. Convert the checkinstall.sh script to Unix format by running dos2unix:
    # dos2unix ./checkinstall.sh
  2. Run checkinstall again:
    # sh ./checkinstall.sh
Alternately, you can use the following perl script to run checkinstall successfully:
 
perl -i -pe 'y|\r||d' checkinstall.sh
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Make Third-Party JAR Files Accessible to the Installer
Because of licensing restrictions for some third-party library JAR files (jgroups-all.jar and xinclude.jar), these files are shipped separately from the
PPM classique
ISO installer image. The
install.jar
image does not contain the files mentioned. Any install packages for a previous version included in the
install.jar
also exclude the JAR files.
Required Action
: For each release of
PPM classique
, the JAR files are bundled into a folder on the installation media containing the third-party libraries JAR file. For example, for
PPM classique
Release 15.x, the file is named
thirdparty.libs.15.x.0.jar
.
  1. Retrieve the
    thirdparty.libs.15.x.0.jar
    file from the installation media.
  2. Place the JAR file in a location in your file system so that it is accessible to the installer.
To prevent the installer from prompting you for the file location, place the JAR file in the installation root directory. If you place the JAR file in another directory, the installer prompts you for the file location.
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As an administrator for a SaaS instance or environment, in addition to the steps above, follow these additional steps:
Activity:
Status:
Schedule a Production Data Refresh (Backup)
Non-production environments are upgraded using existing data. In order to minimize risk and ensure a successful production upgrade, it is strongly recommended that your organization request a backup of production data by refreshing it into the first non-production environment scheduled for upgrade.
Recommended Action:
At least 2 or 3 business days before the scheduled non-production upgrade, open a CA Support ticket requesting a production data refresh into the first upgraded non-production environment.
A refresh requires that both environments are on the same SaaS release version.
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Schedule a Second Upgrade If Your UAT Window Exceeds 90 Days
If your testing efforts take more than 90 days to complete, we recommend an additional upgrade of production data before your original production environment is upgraded.
Recommended Action:
  1. Upgrade an additional non-production environment, if your organization subscribes to one.
  2. Or, upgrade the same non-production environment again. Option 2, called a re-upgrade, purges any data or configuration settings on the environment and replaces it with new production data and configuration settings.
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