CA PPM: Best Practice on performing an upgrade or patch installation

Document ID : KB000112443
Last Modified Date : 29/08/2018
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Introduction:
How do we perform an upgrade or patch installation?
Are there any steps to prepare, execute, or rollback a CA PPM upgrade?
 
Background:

The prerequisite of upgrading is finding out who will be performing the upgrade from the CA PPM administration server side, database side, and network side.

For SaaS On-Demand customers, this will be handled by the SaaS Upgrade team.

For On-Premise customers, this will be handled by a third-party vendor, CA PPM Services, or the local CA PPM administration team.

 

Environment:
Please refer to the documentation for the targeted patch/upgrade for details on compatibility.
Instructions:

PREPARATION

 1. Make sure a valid backup of the source folders exist:

CA PPM application folder
Java folder
Tomcat folder

 2. Make sure a valid backup of the source CA PPM database (MSSQL or Oracle) exists.

 3. Copy the source folders to a destination location/environment.

CA PPM application folder
Java folder
Tomcat folder

4. Copy the CA PPM database to a TEST location/environment.

5. Restore the source folders to the destination location/environment.

CA PPM application folder
Java folder
Tomcat folder

6. Copy and restore the CA PPM database backup to the destination location/environment.

7. In the destination environment, verify the connection between the CA PPM application and database destination works.

EXECUTION

8. After verifying the refresh is complete, do the following:
a. Stop and remove the app and bg services.
b. Obtain the installation media and thirdparty library jar file.
c.  Create a working installation folder.
d. Extract the PPM install.jar and thirdparty library jar files to the working installation folder.
e. Make a copy of the PPM_HOME\config\properties.xml;
f. Modify the original PPM_HOME\config\properties.xml file to have valid,existing paths
 -current PPM_HOME
 -current JAVA_HOME
 -current TOMCAT_HOME
g. Start the NSA service and login.
h. Verify the NSA > Database page shows as 'Available'

9. Run the extracted install.bat or install.sh file.

Follow the instructions and provide the correct paths and responses.

10. Allow the upgrade procedure to run the precheck

a.Check for any ERRORS that will cause an upgrade failure by
reviewing the INSTALL\checkinstall\check-logs\precheck-results.html
 If there are any, please correct the error before rerunning the install again.

11. Allow the patch/upgrade procedure to complete.

After done, check the following files:
PPM_HOME\checkinstall\check-logs\postcheck-results.html
PPM_HOME\logs\upgrade-ca.log

ROLLBACK (if needed)
NOTE: If there are errors,
a. check error in the INSTALL\logs\checkinstall\checkinstall-results_date.zip
as the application folder and/or database may need to be deleted and restored.

b. Restart the installation process.

Additional Information:

https://docops.ca.com/ca-ppm/15-5/en/installing-and-upgrading

https://docops.ca.com/ca-ppm-saas/15-5/en/installing-and-upgrading