Upgrade Step 1: Evaluate the Existing Environment

In this first step of the upgrade process, you review the existing CA UIM environment and determine that you are ready to upgrade. Review your CA UIM components to determine the following:
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 As part of the upgrade process, the installer runs an SQL query to verify that your environment is ready for the upgrade. This query is run by the installer whether you are an MCS user or not.
If your SQL query results in the message, 'Contact CA support before upgrading to UIM x.xx,' contact Support before proceeding. Attach to the case, in csv format, extracts of the following tables:
  • ssrv2template
  • ssrv2devicegroup
  • ssrv2field
  • ssrv2profile
  • ssrv2ConfigValue
If your SQL query results in the message, 'It is safe to upgrade to UIM x.xx,' continue with the upgrade.
In this first step of the upgrade process, you review the existing CA UIM environment and determine that you are ready to upgrade. Review your CA UIM components to determine the following:
  • What databases you have.
  • What environment you have (standalone mode or failover mode).
  • What customizations you have.
The following video highlights the various aspects that are involved in the evaluation process. The video also discusses the importance of creating the Health Check Remediation Plan.
 

 
 
 
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Gather the Appropriate Information
Check the various areas of your environment. Gather and note the appropriate information, which is used later when you run the upgrade.
  1. Identify the target environment to be upgraded. For example, you might upgrade your deployment environment. Complete these steps.
    1. Determine whether the environment runs on Windows or Linux.
    2. Determine whether the CA UIM environment runs in standalone or failover mode.
    3. Identify the number of servers in the CA UIM setup that need to be upgraded, including any failover servers.
    4. Identify the components that need to be upgraded. For example, you need to upgrade one primary hub, one secondary hub, the Reporting Portal, and the robots.
    5. Identify whether the upgrade will occur on existing servers, or on new servers.
  2. Identify where the CA UIM database is installed and what type of database server is used. Verify whether you want to migrate the CA UIM database or the platform operating system from an existing platform.
  3. Identify applications that are configured for monitoring. 
  4. Verify what type of probes are being used. Identify how many probes, if any, that must be upgraded to help resolve any existing issues.
  5. Identify and note any customizations that you have implemented in your environment
Create the Health Check Remediation Plan
A health check is a detailed diagnostic exercise that evaluates the existing health of CA UIM products and their underlying infrastructure. The health check report identifies all known problems and provides a suggested remediation plan for all problems that need to be fixed before the upgrade can successfully run. The health check helps you verify that you are upgrading in a working system. The health check reviews the current system inventory by environment, the current state sizing, any performance issues, customizations, and integrations.
You can use the health check report and fix the issues yourself. You can also engage CA Services to help you.
 We recommend that you contact your CA Services representative and let them know that you are starting the upgrade process. Discuss with your representative your unique upgrade challenges and gather information and best practices that you can use for your specific environment.
For more information about the health check and how you can benefit during your upgrade, see the CA Infrastructure Management Healthcheck page.