Step 5: Run the Upgrade Utility

Now that you have a functional environment, you are ready to run the Upgrade Utility. Follow the steps in this step to run the out-of-box upgrade against the data in your development environment and to run your custom upgrade against your test and production environments. You must perform these steps in a Service Manager Windows client, instead of a web client.

Caution If the upgrade fails while the Upgrade Utility is running, fix possible issues and rerun the Upgrade Utility, and you should be able to resume the upgrade from the failure point; if the upgrade process cannot be resumed, you must restore the database to the last backup point and fix possible issues before you can rerun the Upgrade Utility.

The running of the Upgrade Utility involves the following three primary phases:

  1. In the first phase, the Upgrade Utility guides you through several questions and collects information needed for the upgrade.
  2. The second phase is the dbdict update phase, where the utility updates dbdicts.
  3. The third phase is the data update phase, where the utility updates applications data.

To run the Service Manager Upgrade Utility, follow these steps:

  1. From the System Navigator, click System Administration > Ongoing Maintenance > Upgrade Utility > Apply Upgrade to launch the Upgrade Utility.
  2. In the text box, type the fully qualified path to the folder that hosts transfer.bin, and then click Next.

    Example:

    Windows: c:\temp\upgrade\

    Linux: ~/upgrade/

    Note You must have read, write, and execute permission to the folder.

  3. The system displays a series of information for your verification, including Applications version upgrading from, Applications version upgrading to, Applications base version, Full path to the Upgrade Utility files and Language(s) to be upgraded. Verify these information and then click Next to continue.

    Note If this screen does not display the correct information, do not continue with the upgrade. Instead contact Micro Focus Software Customer Support.

  4. (Optional) The system prompts you to migrate legacy categories to the corresponding Process Designer-based modules. To move your selection between the legacy categories lists and the Process Designer-based modules lists, select a category and click the arrow button. Click Next.

    Note This screen appears only when you are upgrading from the following versions:

    • Service Manager 9.3x without Process Designer Content Pack installed
    • Service Manager 9.3x with Process Designer Content Pack 9.30.2 (PDCP3) installed
    • Service Manager 9.4x Classic

    Before you proceed, refer to Appendix A: Additional manual migration tasks on Service Manager 9.60 Hybrid for more information.

  5. The upgrade is now ready to start. Click Next to start the upgrade.
  6. When you are asked whether you want to proceed, click Yes.
  7. The Upgrade Utility displays the status when the upgrade is being processed. The loading process may take a long time.
  8. When you receive an UPGRADE IS COMPLETE message, the Upgrade Utility has finished the data processing and you can follow the instructions in the message to complete the next steps. After you click Finish, you are automatically logged out.

  9. Restart the server and log back in to the client.
  10. Open the scversion table in the Database Manager, and verify that the Applications Version field is 9.60.00xx. If this field displays a value other than 9.60.00xx, check the log files to identify the issue that occurred.