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- Upgrade the applications from a version earlier than 9.60
- Process of a major upgrade
- Upgrade the applications
- Applications major upgrade overview
- Planning an upgrade
- Upgrade tasks on the development environment
- Upgrade tasks on the test environment
- Upgrade tasks on the production environment
- Appendix A: Additional manual migration tasks on Service Manager 9.61 Hybrid
- Appendix B: Data migration
- Appendix C: Run the SQL compare utility
- Appendix D: Troubleshooting
- Appendix E: Mapping between legacy security profiles and current PD security roles
Upgrade tasks on the production environment
Step 1: Apply the custom upgrade to the production environment
After you test the custom upgrade on the test system, you need to apply the newly-created custom upgrade to your production system. This process is identical to the one you followed when applying your upgrade to your test system.
Note Do not apply an upgrade to your production system if it has not been thoroughly tested. If issues were found in the custom upgrade, we recommend that you fix the issues in the development system and re-create the customer upgrade.
To apply the custom upgrade to the production system, follow these steps:
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Make sure the production system is not be available to users while you are applying the custom upgrade.
- Have all users log out of the server.
- Prevent users from logging into your Service Manager server by running the sm -quiesce:1 quiesce command from the operating system’s command prompt.
- Ensure the upgrade files you created are accessible to the production system (the files are located on the same server).
- If you transfer the files to your production system by FTP, set FTP to binary mode.
- Complete all the preparation tasks in Upgrade tasks on the development environment.
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Apply the customer upgrade to the production system.
Note If you experience problems, such as a power failure or a network connection error while upgrading the system, you need to restore the database before attempting to run the upgrade again.
- Log out from your Service Manager server, and then log in again.
- Allow users to log in to the server by running the sm -quiesce:0 quiesce command from the operating system’s command prompt.
Step 2: Perform additional manual tasks
This section lists changes that cannot be automated by the Upgrade Utility and changes that are required only for certain customers. Make these changes before testing and backing up your system. For detailed instructions, refer to Step 10: Perform additional manual tasks.
Step 3: Migrate Process Designer data
See Step11: Migrate Process Designer data for more information.
Step 4: Test the production environment
Test the upgraded environment and verify that it functions properly. If there are problems that you cannot resolve, contact Software Support.