Step 1 - Identify your Installation or Upgrade Scenario

You can install any combination of the products in the solution. Use the CA Service Management installer to install or upgrade the following:
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You can install any combination of the products in the solution. Use the CA Service Management installer to install or upgrade the following:
  • Any product in CA Service Management (CA Service Desk Manager, CA Service Catalog, and CA Asset Portfolio Management).
  • Any combination of products (CA Service Desk Manager, CA Service Catalog, and CA Asset Portfolio Management)
  • The entire solution with all the products.
You can install Unified Self-Service only with CA Service Desk Manager or CA Service Catalog or if either of these products are already found in the environment. We recommend that you install Unified Self-Service with any combination of the products to manage the solution administration through Unified Self-Service.
Ensure that the CA Service Management products that you want to integrate share the same MDB. For example, if you have CA Service Desk Manager on non-Windows and the other products on Windows, you can integrate only if the two products share the same MDB.
You can also use the CA Service Management Installer to install and integrate any of the common components (CA EEM, CA Business Intelligence, and CA Process Automation) with the CA Service Management products. If you have an existing set up of these products, you can use them with CA Service Management, provided that the versions are supported. For information on supported versions, see the Supportability Matrix.
Some of the installation and upgrade scenarios that CA Service Management Installer supports are as follows:
Scenario 1: New Installation of one of the CA Service Management products and integrating with a common component
Example: Installing CA Service Desk Manager and integrating with a common component
  1. Install the common components. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
  2. Install CA Service Desk Manager with the required configuration on each CA Service Desk Manager server. Use the "Configure Common Components" to integrate CA Service Desk Manager with any of the common components.
    The installer installs CA Service Desk Manager 14.1 and integrates it with the common component.
The flow applies for CA Service Catalog and CA Asset Portfolio Management too.
Scenario 2: New installation of two or more CA Service Management products
Example: Installing CA Service Desk Manager, CA Service Catalog, and CA Asset Portfolio Management
  1. Install the common components according to your requirement. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
    Ensure that you have at least one CA EEM in your environment because CA EEM is mandatory for CA Service Catalog and CA Asset Portfolio Management.
  2. Install CA Service Desk Manager with the required configuration on each CA Service Desk Manager server.
  3. Step 2 - Install CA Service Catalog with the required configuration on each CA Service Catalog server. 
  4. Install CA Asset Portfolio Management with the required configuration on each CA CA Asset Portfolio Management
    The installer automatically detects that CA Service Desk Manager 14.1 is already installed in the environment and integrates both CA Service Catalog 14.1 and CA Asset Portfolio Management 14.1 with each other and also with CA Service Desk Manager.
  5. (Recommended) Use the common administration interface from the Unified Self-Service interface (if Unified Self-Service is installed) foruser, role, and tenancy management of CA Service Desk Manager and CA Service Catalog.
Scenario 3: New installation of one or more products in an existing CA Service Management 14.1 environment
Example: Installing CA Service Catalog in an environment that already has CA Service Desk Manager 14.1
  1. Install the common components. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
    Ensure that you have at least one CA EEM in your environment because CA EEM is mandatory for CA Service Catalog.
  2. Step 2 - Install CA Service Catalog with the required configuration on each CA Service Catalog server.
    The installer automatically detects that CA Service Desk Manager 14.1 is already installed and integrates CA Service Catalog with CA Service Desk Manager. Any new component that is selected for CA Service Catalog is also integrated with CA Service Desk Manager.
  3. (Recommended) Use the common administration interface from the Unified Self-Service interface (if Unified Self-Service is installed) foruser, role, and tenancy management of CA Service Desk Manager and CA Service Catalog.
Scenario 4: Upgrading an existing version of the product to CA Service Management 14.1
Example: Upgrading CA Service Desk Manager 12.9 to 14.1
  1. Install the common components, if required. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
  2. Upgrade CA Service Desk Manager on each CA Service Desk Manager server.
    The installer detects the version of CA Service Desk Manager and upgrades it to 14.1.
The flow remains the same for Catalog except that the upgrade can be done using the traditional upgrade or migration-model upgrade.
Scenario 5: Upgrading the existing version of two or more non-integrated CA Service Management products
Example: Upgrading CA Service Desk Manager and CA Service Catalog from 12.9 to 14.1 but the products are not already integrated
  1. Install the common components. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
    Ensure that you have at least one CA EEM in your environment because CA EEM is mandatory for CA Service Catalog.
  2. Upgrade CA Service Desk Manager on each CA Service Desk Manager server.
  3. Upgrade CA Service Catalog on each CA Service Catalog server.
    The installer automatically detects the existing versions of the products. It upgrades the productsto 14.1 and integrates them. Any common component integrations selected for CA Service Desk Manageris also integrated with CA Service Catalog. Also, ifany new integration is selected for CA Service Catalog, existing CA Service Desk Manager is integrated with the new common component.
  4. (Recommended) Use the common administration interface from the Unified Self-Service interface (if Unified Self-Service is installed) foruser, role, and tenancy management of CA Service Desk Manager and CA Service Catalog.
Scenario 6: Upgrading the existing version of two or more integrated CA Service Management products
Example: Upgrading CA Service Desk Manager and CA Service Catalog from 12.9 to 14.1 and the products are already integrated
  1. Install the common components. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
    Use the same common components for both the products.
  2. Upgrade CA Service Desk Manager on each CA Service Desk Manager server.
  3. Upgrade CA Service Catalog on each CA Service Catalog server.
    The installer detects the existing versions of the products and upgrades the productsto 14.1. No changes are made to existing integration. Any new component selected is integrated with both CA Service Desk Manager and CA Service Catalog.
  4. (Recommended) Use the common administration interface from the Unified Self-Service interface (if Unified Self-Service is installed) foruser, role, and tenancy management of CA Service Desk Manager and CA Service Catalog.
Scenario 7: Upgrading the existing version of a CA Service Management product and installing another new product
Example: Upgrading CA Service Desk Manager from 12.9 to 14.1 and installing CA Service Catalog 14.1
  1. Install the common components. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
    Use the same common components for both CA Service Desk Manager and CA Service Catalog.
  2. Upgrade CA Service Desk Manager on each CA Service Desk Manager server. 
  3. Step 2 - Install CA Service Catalog with the required configuration on each CA Service Catalog server.
    The installer automatically detects that CA Service Desk Manager is already installed in the environment and integrates CA Service Catalog with CA Service Desk Manager. Any new component selected is integrated with both CA Service Desk Manager and CA Service Catalog.
  4. (Recommended) Use the common administration interface from the Unified Self-Service interface (if Unified Self-Service is installed) foruser, role, and tenancy management of CA Service Desk Manager and CA Service Catalog.
Scenario 8: Upgrading the existing version of a CA Service Management product when the common components are not the same
For example, upgrading CA Service Desk Manager12.9 integrated with CA EEM Server 1 and CA Service Catalog integrated 12.9 with CA EEM Server 2. In this scenario you can also change the common component during the upgrade process.
  1. Install the common components. Alternatively you can use an existing supported version of these products as listed in the Supportability Matrix.
  2. Upgrade CA Service Desk Manager on each CA Service Desk Manager server.
  3. Upgrade CA Service Catalog on each CA Service Catalog server.
    The installer detects the existing integrations and auto populates the information about the existing integration during the upgrade. Because the CA EEM server (CA EEM Server 2) discovered during the second upgrade is different from the CA EEM Server 1 detected in the environment already, the conflict is highlighted in the integration screen. The installer recommends using the CA EEM Server 1 used in the solution.
    • If you select to use the new common CA EEM server for integration, both the CA Service Catalog servers are integrated with the value of CA EEM Server 1,
    • If you select to not resolve the conflict, then the integration settings are not changed.
    The installer upgrades both the CA Service Catalog servers to 14.1.
  4. (Recommended) Use the common administration interface from the Unified Self-Service interface (if Unified Self-Service is installed) foruser, role, and tenancy management of CA Service Desk Manager and CA Service Catalog.