Applications upgrade lifecycle

You can use three environments to complete the upgrade process: your current production environment, a new development environment, and a new test environment. You will duplicate your production environment to create the development and test environments. Run the out-of-box upgrade and create the custom upgrade on the development environment, and then run and test the custom upgrade on the test environment before you apply it to your production environment. The figure below provides an overview of the steps in the upgrade process.

The following flow chart illustrates the lifecycle of a typical upgrade of Service Manager applications.

Upgrade phases and sub-phases

The following table describes the phases and sub-phases in the entire applications upgrade lifecycle. These sub-phases are logged in the upgrade log files during the upgrade. When an error occurs, the log files can help you find out during which phase and sub-phase the error occurs.

Phase Sub-phases
Planning and preparation
  • Load Transfer
Running an out-of-box upgrade
  • Pre Upgrade Action Check
  • Pre Upgrade Action Update
  • Pre Upgrade Action Purge
  • Pre Upgrade Action
  • Load Upgrade File
  • Upgrade Dbdicts
  • Load Upgrading Data
  • Upgrade Data
  • Post Upgrade Action
  • Post Upgrade Action Prior to SM940
  • Post Upgrade Action Prior to SM950
  • Post Upgrade Action Prior to SM960
  • Post Upgrade Action Auto Merge
  • Post Upgrade Action Purge
  • Post Upgrade Action Update
  • Post Upgrade Action Notification
  • Post Upgrade Action Restore
Creating a custom upgrade
  • Pre Create Action Check
  • Build Signatures
  • Build Distribution
  • Export Data
  • Transfer Data
Applying the custom upgrade
  • Pre Upgrade Action Check
  • Pre Upgrade Action Update
  • Pre Upgrade Action Purge
  • Pre Upgrade Action
  • Load Upgrade File
  • Upgrade Dbdicts
  • Load Upgrading Data
  • Upgrade Data
  • Post Upgrade Action
  • Post Upgrade Action Prior to SM940
  • Post Upgrade Action Prior to SM950
  • Post Upgrade Action Prior to SM960
  • Post Upgrade Action Purge
  • Post Upgrade Action Update
  • Post Upgrade Action Notification
  • Post Upgrade Action Restore