Upgrade TDM Portal in Windows

This section provides an overview on how to upgrade an existing CA Test Data Manager Portal installation. The CA TDM Portal installer verifies whether an existing version of the portal is already available on the computer. If the version exists, it starts the upgrade process; otherwise, it starts the new installation.
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This section provides an overview on how to upgrade an existing CA Test Data Manager Portal installation. The CA TDM Portal installer verifies whether an existing version of the portal is already available on the computer. If the version exists, it starts the upgrade process; otherwise, it starts the new installation.
The following upgrade paths are supported:
  • 3.5 to 3.6
  • 3.5 and 3.6 to 3.8
  • 3.6 and 3.8 to 4.0
  • 3.8 and 4.0 to 4.1
  • 4.0 and 4.1 to 4.2
  • 4.1 and 4.2 to 4.3
  • 4.2 and 4.3 to 4.4
  • 4.3 and 4.4 to 4.5
  • 4.4 and 4.5 to 4.6
  • 4.5 and 4.6 to 4.7
Follow a supported upgrade path to avoid repository and licensing compatibility issues.
Follow these steps:
  1. Verify that the CA Test Data Manager and the Repository are upgraded to the compatible version. For more information, see Upgrade Product Components
  2. Double-click the
    setup_CA Test Data Manager Portal<version>.exe
     file. Ensure that you are installing the same version of TDM Portal as that of CA TDM.
    A welcome dialog opens.
  3. Click
    Next
    .
    The
    End User License Agreement
    dialog opens.
  4. Accept the license agreement and click
    Next
    .
    The 
    Send Usage Data
     dialog opens.
  5. Select 
    Share usage data with CA Technologies
     if you want to send usage information to CA Technologies.
    For more information, refer to Configure Telemetry.
  6. Enter your support credentials and click 
    Next
    .
    • Username
      Specifies the user allowed to access Support.ca.com.
    • Password
      Specifies the password associated with the support user.
  7. Review the upgrade information that is displayed on the dialog.
  8. Click
    Next
    .
    A message appears stating that the installer would stop the CA Test Data Manager service to proceed with the upgrade.
  9. Click
    Yes
    .
    A message appears stating that the installer would stop the OrientDB service to proceed with the upgrade.
  10. Click
    Yes
    .
    The
    Ready to Upgrade
    dialog opens.
  11. Click
    Upgrade
    .
    A dialog opens and displays the upgrade status.
  12. Click
    Finish
    when the upgrade completes.
  13. Open the Windows
    Services
    dialog (Start, services) and verify that the CA Test Data Manager Portal and OrientDB services are available and are running.
  14. Open the TDM Portal and verify the version number. If it does not display the newly installed version number, clear the browser cache, restart the TDM portal service, and refresh the page.
You have upgraded your CA TDM Portal installation.
Considerations
Review the following considerations:
  • If you uninstall the existing CA TDM Portal installation and install the latest version, the existing OrientDB database is also uninstalled and the one that comes with the latest CA TDM Portal version gets installed. This creates issues because all the artifacts created in the previous CA TDM Portal installation and stored in the associated OrientDB database are lost. These artifacts, therefore, no longer work in the latest installation, resulting in an additional effort for you to recreate them. 
    To overcome this issue, you can simply upgrade the CA TDM Portal. This way, you can avoid the unnecessary work of recreating the artifacts that you created for use in the previous release of the CA TDM Portal.
    However, if you must uninstall the CA TDM Portal, ensure that you take a backup of the OrientDB database prior to uninstall so that you can preserve your work artifacts.
  • When you upgrade from a previous CA TDM Portal release to this release, all existing Active Directory users are automatically migrated to this release of the CA TDM Portal. You do not need to perform this task manually.
Issue upgrading from 4.3 or 4.4 to 4.5 - user privileges on prefetched database
If you specify a location to store cached data for the Find and Reserve service (see details at Specify where prefetched databases are stored), you also need to specify a username and password. This user must have sufficient database privileges in order for the table migration (and therefore the upgrade) to proceed successfully.
Before you upgrade from 4.3 or 4.4 to 4.5, check required user privileges to ensure that the user has the correct privileges.
We recommend you check these user privileges even if you are using the standard gtrep user and repository. If you upgraded from an older version, it is possible that the user does not have these privileges.
Upgrade TDM and install a new Oracle Repository
If this is a new Oracle repository, remove any previous version of the TDM Portal software. The QRTZ tables are not generated if the software is upgraded in place. 
To upgrade TDM and install a new Oracle Repository:
  1. Make backup copies of configuration files as needed.
  2. Uninstall the previous installation of TDM Portal. 
  3. Install DataMaker (GTServer).
  4. Create the TDM Repository.
  5. Activate the licenses.
  6. Configure TDM components, such as TDoD, ALMBatch, RemotePublish.
  7. Generate Connection Profiles.
    • (Oracle only) Create Connection Profiles in the format 
      //[hostname]:[port]/[sid].
       
      Example: 
      //localhost:1521/XE
  8. Verify that all TDM components are operating as expected.
  9. Install TDM Portal software.
  10. Verify that QRTZ* tables have been added to the Oracle repository DB.
  11. Open the TDM Portal and verify the version number. If it does not display the newly installed version number, clear the browser cache, restart the TDM portal service, and refresh the page.
  12. Verify that all the expected functionality is operational in TDM Portal (Connection Profiles, Sample Projects, Editing of Data Generators)