Upgrade the Application

Upgrading PMF will let the installer decide how to install the new version based on what is found on your machine. You can upgrade PMF only if you already have an older version of PMF installed.

A PMF upgrade will affect all the components that were previously installed. When upgrading, be sure to back up any changes that were made.

Procedure: How to Upgrade PMF

Insert the Performance Management Framework CD in your CD drive. The Setup program starts automatically.
Choose what language to run the setup program in before proceeding.
A window opens that lists the prerequisites for installing PMF.
Click Next to continue.
Select Upgrade in the window that appears, as shown in the following image.

Click Next to continue.
If the PMF Setup program correctly found the previous installation, an upgrade confirmation message is displayed in the window that appears, as shown in the following image.

The installation files will be upgraded and when you login to PMF, the PMF administrator will resynchronize the database. A message stating that some previously written files are going to be overwritten appears, as shown in the following image.

Click Next to continue to step 6.
If either the previously installed version is earlier than PMF Release 5.0 or the PMF Setup program was unable to find the previous installation, an upgrade error message is displayed in the window that appears, as shown in the following image.

The PMF Setup program will upgrade the files in the installation, but the database will have to be manually upgraded utilizing the included DDL scripts.

Click Next to continue.
The summary information window appears, as shown in the following image.

Note: Up to this point, no changes have been made to your machine and you may cancel the install.

Click Next to continue.
The installation window appears, showing that the new version of PMF is being installed. When it finishes installing, click Next to continue.
The PMF Setup program copies all the files and configures PMF for operation. After the PMF Setup program is complete, a window will open prompting you to restart the Web Server and Web Application Server.
Click Next to continue.
A final installation window will open, informing you that PMF was successfully upgraded.
Click Finish to exit the upgrader.

Procedure: How to Upgrade PMF in UNIX

Launch the Setup program, as shown in the following image.

Choose what language to run the setup in before proceeding.
The prerequisites for installing PMF are listed, as shown in the following image.

Enter 1 to continue.
Select Upgrade for the install type, as shown in the following image.

Enter 1 to continue.
Select the check boxes for the components that you want to install, as shown in the following image.

Enter 1 to continue.
Type the Web Home, WebFOCUS Client, and WebFOCUS Server file locations in the appropriate fields, as shown in the following image.

Note: The fields available in this window depend on what components were installed in step 4.

Enter 1 to continue.
If the setup program correctly found the previous installation, an upgrade confirmation message is displayed.
The installation files will be upgraded and when you login to PMF, the PMF administrator will resynchronize the database. A message stating that some previously written files are going to be overwritten appears, as shown in the following image.

Enter 1 to continue.
The summary information appears, as shown in the following image.

Note: Up to this point, no changes have been made to your machine and you may cancel the setup.

Enter 1 to continue.
The Setup program copies all files and configures PMF for operation.
The final installation information that appears, as shown in the following image, tells you that PMF has been successfully upgraded.

Enter 3 to finish and exit the installation.

Procedure: How to Use Oracle SQL*Plus to Upgrade the Data Mart From PMF 4.2 to PMF 5

To upgrade and migrate an existing PMF 4.2 data mart, perform the following steps:

Back up your current PMF 4.2 data mart.
Upgrade to PMF 5 using the PMF installer.
Edit the migration DDL 50_42_sqlora_migrate.sql file, which is located in the \ibi\apps\pmfdbms\Upgrade_Database directory. Review and edit the environmental variables as needed.
For details about variable settings, see Settings for Oracle Data Mart Build and Upgrade.
Start Oracle SQL*Plus.
In the SQL*Plus session, run 50_42_sqlora_migrate.sql, which contains the code for migrating the data mart to PMF 5.
Start PMF to continue the migration.
The Resync panel on the Administrator Dashboard (01) will automatically complete the migration.

The first time you perform the migration, the Resync panel will prompt you. For details, see PMF Automatic Upgrade Behavior When Using Oracle.

Note: If you have a data mart version earlier than PMF 4.2, contact your IBI representative for assistance.

Procedure: How to Upgrade a PMF 5 Data Mart to the Current Version in Oracle

To upgrade and migrate an existing PMF 5 data mart, perform the following steps:

Back up your current PMF 5 data mart.
Upgrade the PMF application to the current version using the PMF installer.
Start PMF to continue the migration.
The Resync panel on the Administrator Dashboard (01) will automatically complete the migration.

The first time you perform the migration, the Resync panel will prompt you. For details, see PMF Automatic Upgrade Behavior When Using Oracle.