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Upgrade checklist for IT Management Suite 7.5 SP1

ITMS Installation and Upgrade

Before you begin the upgrade, ensure that the computer on which you plan to upgrade to the latest version of the IT Management Suite (ITMS) meets the minimum requirements.

The minimum requirements for upgrading to the latest version of the IT Management Suite are as follows:

Table: Upgrade checklist

Item

Checklist

Description

1

Supported upgrade paths.

Before you start the upgrade, ensure that either of the supported upgrade release version is installed on your SMP Server.

If you have SMP 7.1.x installed on your computer, then you must upgrade to ITMS 7.1 SP2 MP1.1 before upgrading to ITMS 7.5 SP1.

If you have SMP 7.5 installed on your computer, then you must install all the latest hot fixes available in ITMS 7.5 HF6, and then upgrade to ITMS 7.5 SP1.

To select all the latest available hot fixes for installation, select the Select All latest hot fix versions check box on the Install Hot Fixes page. See Installing hot fixes

If you do not want to install all the latest ITMS and non-ITMS hot fixes, do not select the Select All latest hot fix versions check box. You can then manually select the latest ITMS-specific hot fixes for installation.

For more information about the supported upgrade paths and the recommended upgrade installation, see the following knowledge base article:

http://www.symantec.com/docs/DOC7345

2

Version of .Net Framework

Check the .Net Framework version that is installed on the computer. If .Net Framework 4.5 or 4.5.1 is installed on the computer, then execute the following steps:

  • Enable UAC, by executing the following steps:

    • Click Start > Control Panel. In the search box, type uac, and then click Change User Account Control settings.

    • To turn on UAC, move the slider to choose when you want to be notified, and then click OK.

      Administrator permission is required. If you are prompted for an administrator password or confirmation, type the password or provide confirmation.

  • Pause the Native Image Generator activity, by executing the following steps in the command prompt:

    • %SYSTEMDRIVE%\Windows\Microsoft.NET\Framework64\v4.0.30319\ngen.exe queue pause

    • %SYSTEMDRIVE%\Windows\Microsoft.NET\Framework64\v2.0.50727\ngen.exe queue pause

    • %SYSTEMDRIVE%\Windows\Microsoft.NET\Framework\v2.0.50727\ngen.exe queue pause

  • Stop Symantec Management Agent service and Monitor service, by executing the following tasks:

    • On the computer, click Start > Run, and then type services.msc. The Windows Services window is displayed.

    • Right-click Symantec Management Agent > Stop.

    • Right-click Altiris Monitor Agent > Stop.

3

CMDB and ITMS server backup.

If required, perform a backup of the ITMS server and the CMDB database.

On the computer that has ITMS 7.1 installed on it, click Start > All Programs > Microsoft SQL Server > SQL Server Management Studio. In the left pane, expand the Databases folder, right-click the name of your database, and then click Tasks > Back Up. In the Back up Database dialog box, specify the following information, and then click OK:

  • In the Backup type list, click Full.

  • In the Backup set area, in the Name field, enter a name for your backup.

  • In the Destination area, add the location where you want your backup file to be stored. This location must be a secure storage location, and must not be on the local computer.

For more information about how to back up the CMDB database, see the following knowledge base article:

http://www.symantec.com/docs/HOWTO65643

4

Legacy Agent Communication.

Verify the setting of Legacy Agent Communication before starting the upgrade process.

After you upgrade to Notification Server 7.5 SP1, the Legacy Agent Communication (LAC) mode controls if the computers that use older versions of Symantec Management Agent can communicate with the upgraded Notification Server. If LAC mode is turned on, the legacy Symantec Management Agents can communicate with Notification Server 7.5 SP1 and then proceed with the upgrade.

To upgrade from 7.1 SP2 MP1.1 to 7.5 SP1, ensure that the Legacy Agent Communication mode is enabled.

To upgrade from 7.5 HF6 to 7.5 SP1, record the existing Legacy Agent Communication mode setting so that you can implement similar setting after the upgrade.

To see the current Legacy Agent Communication mode setting, on the Symantec Management Console, click Settings > All Settings > Notification Server > Notification Server Settings > Processing > Legacy Agent Communication.

5

ITMS configuration settings.

Ensure that you record the ITMS configuration settings, so that you can implement similar settings after the upgrade in cases where the configuration options may change.

In the Symantec Management Console, click Settings > All Settings , and record the following configuration settings:

  • Task server settings under Task Settings.

  • Agent communication settings under Agents/Plug-ins.

  • Policies refresh settings and membership update settings under Notification Server > Resource and Data Class Settings > Resource Membership Update.

6

Hierarchy replication in an ITMS environment.

Ensure that the hierarchy replication is disabled on Notification Servers before the upgrade.

The Installation Readiness Check in the Symantec Installation Manager detects whether replication is enabled. If the replication is enabled, you must to disable the replication before you can proceed with the upgrade.

For more information on upgrading Notification Servers in a hierarchy, see the following knowledge base articles:

www.symantec.com/docs/HOWTO44016

www.symantec.com/docs/HOWTO21657

7

Completion of the replication jobs in the ITMS environment.

Ensure that all the replication jobs are completed in your ITMS environment before the upgrade.

Before you replicate the jobs that contain the Create Image task using the RapiDeploy imaging tool, ensure to edit the task to Create Image using the Ghost imaging tool.

In the Symantec Management Console, on the Reports menu, click All Reports > Notification Server Management > Server > Replication > Current Replication Activity.

Verify that the Current Replication Activity report is blank. If the report returns any results, you must wait until all replications jobs have been completed before performing the upgrade. You can also cancel all current replication jobs. Replication data is sent up during the next replication job.

8

Review logs before installing new ITMS components.

Review Notification Server logs for errors or for warnings that may cause instability with the product.

To open the Log Viewer, click Start > All Programs > Symantec > Diagnostics > Altiris Log Viewer.

Check Symantec logs for existing errors or warnings. If any errors or warnings are found, take note and try to resolve them before the upgrade.

See Viewing the Symantec Installation Manager logs

9

(Optional)

Run "NS.packagerefresh" task.

Run the scheduled task "NS.packagerefresh".

Click Start > All Programs > Accessories > System Tools > Task Scheduler > Microsoft.

Select the NS package refresh task and click Run.

Resolve any warnings or errors that occur before running the 7.1 SP2 upgrade.

Before upgrading to the latest version of the IT Management Suite solutions, ensure that the schedule of the NS package refresh task is disabled.

10

Completion of critical tasks in the ITMS environment.

Ensure that all critical tasks are completed in your ITMS environment.

During an upgrade, all services are stopped and any outstanding tasks may fail, report up incorrectly, or be terminated.

For more information about how to find the tasks that are currently running in your environment, see the following knowledge base article:

www.symantec.com/docs/HOWTO54534

11

Agent plug-in status.

Identify the agent plug-ins in your ITMS environment.

You need to be aware of all of your agent plug-ins. For example, which plug-ins are enabled, which plug-ins are you upgrading, and what are their dependencies.

All plug-in policies are disabled during upgrade, so you need to turn them on.

Any plug-ins that are not upgraded may cause conflicts with newer software. A best practice is to upgrade all components at the same time to ensure full compatibility.

12

Check for pending restarts and restart the computer, if required.

Check whether there are any pending restarts on the computer from other installations or updates and restart the computer if required before proceeding.

You must restart the computer to complete pending operations before starting the upgrade process. The Symantec Installation Manager checks for any pending restart tasks when you launch theSymantec Installation Manager and during the install readiness check.