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 TDM 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 TDM 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
    For upgrades to versions earlier than v4.8, please refer to this page in the specific version you need.
  • 4.6 and 4.7 to 4.8
Follow a supported upgrade path to avoid repository and licensing compatibility issues.
Note on Upgrading to version 4.8
From 
Test Data Manager
 version 4.8, the TDM Portal service also upgrades the 
gtrep
 repository.
It is no longer possible to upgrade 
gtrep
 through Datamaker.
 Due to the new upgrade procedure, it is now necessary to install TDM Portal for the purpose of upgrading 
gtrep
, even if you do not use TDM Portal as part of your workflow.
Upgrade
Test Data Manager
 Portal
The installation procedure for TDM Portal does not upgrade other TDM components. To upgrade other components, see Upgrade GTServer Components.
You can upgrade an existing installation of TDM Portal.
 
Follow these steps:
 
  1. Download the TDM Portal installer for the relevant version (4.8) from casupport.broadcom.com/.
  2. Double-click the 
     
    setup_CA Test Data Manager Portal<version>.exe
     
     file.
    A welcome dialog opens.
  3. Click 
    Next
    .
    The 
    End User License Agreement
     dialog opens.
  4. Accept the license agreement and click 
    Next
    .
  5. Enter your support credentials and click 
    Next
    .
    •  
      Username
      Specifies the user allowed to access Support.
    •  
      Password
      Specifies the password associated with the support user.
  6. Review the upgrade information that is displayed on the dialog.
  7. Click 
    Next
    .
    A message appears, to request confirmation that the installer can stop the CA Test Data Manager service to proceed with the upgrade.
  8. Click 
    Yes
    .
    A message appears, to request confirmation that the installer can stop the OrientDB service to proceed with the upgrade.
  9. Click 
    Yes
    .
    The 
    Ready to Upgrade
     dialog opens.
  10. Click 
    Upgrade
    .
    A dialog opens and displays the upgrade status. When the upgrade process is complete, the 
    Start CA Test Data Manager Portal service
     checkbox appears.
     If you check this option, the TDM Portal service upgrades the gtrep repository 
    immediately
    . If you wish to upgrade this yourself manually, do not tick this checkbox, and instead follow the procedure to Upgrade gtrep manually.
  11. Click 
    Finish
     when the upgrade completes.
  12. (Optional) If you chose to 
    Start CA Test Data Manager Portal service
     (step 10), open the Windows 
    Services
     dialog (Start, Services) and verify that the CA Test Data Manager Portal and OrientDB services are available and are running.
  13. 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.
Best Practice considerations
Review the following considerations.
OrientDB uninstallation removes artifacts
If you uninstall the existing CA TDM Portal installation and install the latest version, the uninstall process removes the existing OrientDB database, and installs the one that comes with the version of CA TDM Portal you install. This can create issues, because the uninstall process deletes all OrientDB artifacts created in the previous CA TDM Portal installation and stored in the associated OrientDB database.
Therefore, we recommend that you simply 
upgrade
 the CA TDM Portal.
 If you must uninstall the CA TDM Portal, ensure that you Backup OrientDB databases prior to uninstallation, so that you can preserve your work artifacts.
Active Directory user migration
When you upgrade from a previous CA TDM Portal 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.