IBM Endpoint Manager for Software Use AnalysisVersion 2.2

Upgrade Guide

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IBM Endpoint Manager for Software Use AnalysisVersion 2.2

Upgrade Guide

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Upgrade guide

This edition applies to version 2.2 of IBM Endpoint Manager for Software Use Analysis (product number 5725-F57)and to all subsequent releases and modifications until otherwise indicated in new editions.

© Copyright IBM Corporation 2002, 2013.US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contractwith IBM Corp.

Contents

Upgrading . . . . . . . . . . . . . . 1Planning and preparing for the upgrade . . . . . 1Upgrading the server from version 1.3. . . . . . 2

Installing Software Use Analysis application serverin interactive mode . . . . . . . . . . . 2Configuring connections with databases . . . . 3Migrating the BFInventory database . . . . . 4Scanning endpoints with both version 1.3 andversion 2.2 . . . . . . . . . . . . . . 5Migrating the catalog into IBM Tivoli SoftwareKnowledge Base Toolkit . . . . . . . . . 6

Upgrading the server from version 2.0 or 2.1 . . . 7Upgrading the server from version 2.0 or 2.1 . . 8Upgrading the server with IBM EndpointManager console . . . . . . . . . . . . 8Upgrading the server in silent mode . . . . . 9

Notices . . . . . . . . . . . . . . 11Trademarks . . . . . . . . . . . . . . 12

Index . . . . . . . . . . . . . . . 13

© Copyright IBM Corp. 2002, 2013 iii

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UpgradingUse this section to learn how to upgrade from Software UsageAnalysis version 1.3 to Software Use Analysis 2.2.Important: The upgrade of the server is recommended if you wantto preserve your configuration settings. Perform a fresh installationof Software Use Analysis 2.2 if you do not plan to invest your timein customizing the instance of the server.

To upgrade from Software Use Analysis 2.2 or 2.1, run version 2.2server installer, and it will perform all the upgrade tasksautomatically, including the restarting of the server services.

Planning and preparing for the upgradeBefore you upgrade to Software Use Analysis version 2.2, review the upgradingprerequisites and the types of data that are migrated during the upgrade.

Before you begin

When you use Windows Auth to connect to Endpoint Manager server database inSoftware Use Analysis 1.3 and you install Software Use Analysis 2.2 on a differentcomputer, you need to make sure that the Windows Auth user is able to connect toEndpoint Manager database with the same credentials from Software Use Analysis2.2 computer. Otherwise, you will loose computer properties mapping duringmigration.

Procedure1. Review the hardware and software prerequisites.2. Review the types of data that can be migrated:

Users Only active (not deleted) users are migrated.

Contracts and saved reportsContracts and saved reports are not migrated. You can find informationabout contracts and saved reports in the migration log.

Roles Roles are not migrated.

Computer groupsAll computer groups must be migrated.

Data sourcesMultiple data sources are supported.

Important: To migrate the data, the Software Use Analysis 2.2 server must beable to access the Software Use Analysis 1.3 database. If you install bothversions of the application on the same computer, you can set the path to thedatabase as the localhost. If you install each version on a separate computer,you must provide a valid network path to the database server.

3. Optional: To verify the upgrade and migration process, examine theinformation that is stored in the following log file:SUA_INSTALLATION_DIRECTORY\work\tema\webapp\WEB-INF\log\settings_migration.log

© Copyright IBM Corp. 2002, 2013 1

Upgrading the server from version 1.3You upgrade the Software Use Analysis server from version 1.3 to 2.2 by installinga new instance of the server and then migrating the data.

About this task

Upgrading to Software Use Analysis 2.2 is optional. If you want a slowertransition, you can run version 1.3 and 2.2 side-by-side without having to uninstallthe Software Use Analysis 1.3 server. However, if you put significant effort intocustomizing your users, groups, computer properties, or software catalog and youwant to migrate this data into Software Use Analysis 2.2, it is better to upgrade.

Click the steps in the diagram to viewthe selected topics

Start the upgrade

Start using the product

Plan and prepare for the upgrade

Install the new instance of SoftwareUse Analysis server

Configure the connectionto the Endpoint Manager database

Migrate the BFInventory database

Migrate the catalog to SoftwareKnowledge Base Toolkit

1. Plan and prepare for the upgrade

Before you upgrade, review the prerequisites and types of data that aremigrated during the upgrade.

2. Install the new instance of Software Use Analysis server

Use the interactive installer to specify all parameters as the installationproceeds.

3. Configure the connection to the Endpoint Manager database

After you install the server, set up the connection to the EndpointManager database.

4. Migrate the BFInventory database

After you connect to the Endpoint Manager database, migrate theBFInventory database. You must also specify the credentials of thedatabase administrator.

5. Optional: Migrate the catalog into IBM® Tivoli® Software KnowledgeBase Toolkit

If you want to preserve catalog customizations in Software UseAnalysis 2.2 you must migrate the software catalog from Software UseAnalysis 1.3 to Software Knowledge Base Toolkit. If you have nocustomizations that you want to migrate, you can skip that task.

Installing Software Use Analysis application server ininteractive mode

Use the installation wizard to specify all parameters as the installation proceeds.

Before you begin

Microsoft SQL server is a prerequisite for Endpoint Manager for Software UseAnalysis 2.2. Install and configure the database software before you start thisprocedure.

Procedure1. In the directory where you extracted the installation files, run Windows Batch

File.2. The installation wizard opens. Click Next to proceed.

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3. Read carefully the terms of the license agreement. If you agree with it, select Iaccept both the IBM and the non-IBM terms. and click Next. Otherwise, clickCancel and quit the installation process.

4. Specify the installation directory other than the directory where you installedSoftware Use Analysis 1.3.

5. Change the Server HTTP port if you have multiple HTTP servers that run onyour computer. Otherwise, use the default 8080 HTTP port and click Next.

6. Select an account type. You can either use the default Local System Account,or specify the user name and password of the Logon As Service account.

Important: You must be an Administrator to use the Logon As Serviceaccount.

7. Click Next and review the installation information. On the installationsummary page, check the information that is provided and confirm that youhave enough space to complete the installation.

Important: The creation of temporary files might require more space than thetotal size shown.

8. Optional: If the amount of available space is close to the total size shown,clear some space and click Refresh to proceed with the installation.

9. Click Install to install the product.10. You can follow the progress of your installation in the next panel. For more

information about installer's behavior according to action status, seeResuming a stopped or failed Software Use Analysis installation. ClickDone if all of the steps are completed. The Postinstallation Summary panelopens.

What to do next

Click the link in the Postinstallation Summary panel to complete installation usingthe server web interface.

After upgrading Software Use Analysis, you must import the software catalog.

Configuring connections with databasesYou must set up the database connections after upgrading the server.

Procedure1. On the new database configuration panel of the Software Use Analysis server,

set up the connection to the Software Use Analysis database:a. Enter the host and database name.b. Select one of the types of authentication:

v Windows Authentication

v SQL Server Authentication

In this scenario, the SQL Server Authentication option is described.c. Enter the Username, and Password.d. Click Create to connect to the Software Use Analysis database.

A new pane opens.2. Click Skip migration if you do not want to migrate the database.

Upgrading 3

3. Create the administrator account: provide the user name and password,confirm the password, and click Create. The last pane opens.

4. Connect to the IBM Endpoint Manager database:a. Enter the host and database name.b. Select one of the types of authentication:

v Windows Authentication

v SQL Server Authentication

In this scenario, the SQL Server Authentication option is described.c. Enter the User name, and Password.d. Click Create to connect to the Endpoint Manager database.

Note: You can also set up the web reports database by providing the sameinformation on the right side of the pane.

Migrating the BFInventory databaseAfter you connect to the Endpoint Manager database, migrate the BFInventorydatabase.

Before you begin

Before you migrate the catalog from Software Use Analysis version 1.3 toversion2.2, resolve all ambiguous signatures. They are based on executable filesthat are common for multiple versions of a software product and thus might matchdifferent versions of a product. For information how to resolve ambiguoussignatures, see: Managing ambiguous software.

Ambiguous signatures that are not resolved in advance are migrated but requirefurther modifications. They are listed in the log that is in the C:\ProgramFiles\BigFix Enterprise\TEMA\log directory. The following information identifiesa signature as ambiguous.2013-09-12 13:48:53 (+0:02:08.515) INFO: Software Title Release ’SQL *PLUS’ has a defective signaturebecause it uses ambiguous executables but is missing disambiguating registry data.You must add registry data to this signature before it can detect software.

About this task

Migration of the Software Use Analysis 1.3 database is a read-only process. Afterthe migration, you can continue using the database with Software Use Analysis 1.3.You can also discard the database if you plan to use only Software Use Analysis2.2.

Procedure1. On the main configuration page, set up the connection to the Endpoint

Manager for Software Use Analysis database:a. Enter the host and database name.b. Select the authentication type:

v Windows Authentication

v SQL Server Authentication

In this scenario, the SQL Server Authentication option is described.c. Enter the Username and Password.d. To connect to the Software Use Analysis 1.3 database, click Create

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A new pane opens.2. On the migration configuration page, set up the connection to the BFInventory

database:a. Enter the host name and, in the database name field, specify BFInventory.b. Select the authentication type:

v Windows Authentication

v SQL Server Authentication

In this scenario, the SQL Server Authentication option is described.c. Specify the Username and Password of the user who is to authorize the

connection to the version 1.3 BFInventory database, and click Create.d. To start the migration process, click Migrate.

Tip: You can also set up the web Reports database by providing the webreports database information about the right side of the pane. If the webReports database is not specified, web report users are not migrated.After the migration finishes, the login page opens.

e. Log in to the application with your credentials from Software Use Analysis1.3. The Overview panel opens.

f. To download the data from the server, click Import Now.

Important: The Software Use Analysis 1.3 software catalog is migratedautomatically during the initial import only during the installation ofSoftware Use Analysis 2.2. After importing the catalog, duplicatedpublishers, software products, or versions might appear because themigration tool imports the whole catalog hierarchy from Software UseAnalysis 1.3. Also, the number and structure of signatures might changebecause signatures that do not ensure detection of particular software areskipped by the migration tool.

Scanning endpoints with both version 1.3 and version 2.2You can run Software Use Analysis version 1.3 and 2.2 side-by-side to validate theSoftware Use Analysis 2.2 installation, and to compare results.

Before you begin

Software Use Analysis 2.2 scanners must be installed and configured. See Enablingand configuring infrastructure scans.

About this task

The Software Use Analysis 1.3 scan task creates and uploads large files. TheSoftware Use Analysis 2.2 scan task compresses the scan output and sets a limit onthe size of files to be uploaded. This file size limit can result in a failure to uploadthe large 1.3 scan files. To run both versions of Software Use Analysis on theendpoints, the _BESClient_ArchiveManager_MaxArchiveSize setting must beincreased or removed from the endpoints.

Procedure1. Log on to the IBM Endpoint Manager console.2. Increase the _BESClient_ArchiveManager_MaxArchiveSize value to continue to

use the Software Use Analysis 1.3 scanner on your endpoints. Perform thefollowing steps for each endpoint:

Upgrading 5

a. In the left navigation tree, click Computers, right-click the name of acomputer and then click Edit Computer Settings.

b. Edit the _BESClient_ArchiveManager_MaxArchiveSize setting to increase itsvalue.The value must be greater than the size of the largest 1.3 scan file. If youare unsure of a value to enter, the_BESClient_ArchiveManager_MaxArchiveSize parameter can be deleted.

Note: When Software Use Analysis 1.3 is no longer needed, the settingmust be restored to the value set by the Software Use Analysis 2.2 scannerinstallation.

Migrating the catalog into IBM Tivoli Software KnowledgeBase Toolkit

To migrate catalog customizations from Software Use Analysis 1.3 to SoftwareKnowledge Base Toolkit, you must migrate the software catalog. Use a convertertool to generate a canonical 2.0 XML file that contains the software catalogcustomizations, and then import the file into Software Knowledge Base Toolkit.

Before you begin

Before you can migrate the catalog, you must have:v The Software Use Analysis 1.3 to Canonical 2.2 converter tool that consists of the

following two files:– sua1tocan2.bat

– sua1tocan2.jar

The files are stored in the installation catalog of Endpoint Manager for SoftwareUse Analysis 2.2

v The following software installed in your infrastructure:– IBM Endpoint Manager for Software Use Analysis 1.3– IBM Endpoint Manager for Software Use Analysis 2.2– IBM Tivoli Software Knowledge Base Toolkit 1.2.2

v Read, write, and execute permissions for the Endpoint Manager for SoftwareUse Analysis 2.2 home directory.

About this task

Migrating the catalog is necessary only if you have catalog customizations that youwant to preserve in Software Use Analysis 2.2. It is not required if you want to usethe latest catalog published by IBM with no customizations from Software UseAnalysis 1.3.

Procedure1. Open the Windows Command Prompt, and change to the directory C:\Program

Files\BigFix Enterprise\TEMA\bin.2. To generate a canonical XML 2.2 file, run the sua1tocan2.bat batch file by

using one of the following commands:v To use Integrated Windows Authentication to access the SQL server:

sua1tocan2.bat output_catalog.xml db_hostname db_name

v To specify Software Use Analysis 1.3 database credentials and use SQL ServerAuthentication:

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sua1tocan2.bat output_catalog.xml db_hostname db_name db_userdb_password Where:

output_catalog.xmlIs the name of the canonical XML 2.0 catalog file that is created bythe tool. If this file is already present on the file system, it isoverwritten.

db_hostnameIs the Software Use Analysis 1.3 database host name.

db_nameIs the Software Use Analysis 1.3 BFInventory database name.

db_userIs the Software Use Analysis 1.3 database user name.

db_passwordIs the Software Use Analysis 1.3 database password.

3. In the Software Knowledge Base Toolkit navigation bar, select Manage Imports> Canonical XML Document.

4. Click New Import.5. In the New Canonical XML Import window:

a. Enter a name for the import task.b. Optional: To choose advanced mode instead of overwrite mode, clear the

Overwrite knowledge base content check box.c. Provide a reason for importing the document into the knowledge base. All

entries that are created or modified as a result of the import include thereason in their history event records.

d. To select the XML file that you want to import, click Browse.e. To start importing the file, click OK.

When the import finishes, the status of the import process changes fromProcessing changes to Completed or to Conflicting.

6. If the status of the task is Conflicting, you must resolve all conflicts:a. Open the task.b. Select a conflict area from the Conflict Area column.c. Resolve each conflict, select either the Resolve using existing or Resolve

using incoming option. After you finish, the value in the Unresolvedconflict column must be 0.

d. In the Canonical Import Details window, select all items and click Reimportareas.

e. Confirm that you want to rerun the import for the chosen areas.f. Enter a reason for the import.

What to do next

After you migrate catalog customizations from Software Use Analysis 1.3 toSoftware Knowledge Base Toolkit, you must import the updated catalog fromSoftware Knowledge Base Toolkit to Software Use Analysis 2.2.

Upgrading the server from version 2.0 or 2.1There are three methods that you can use to upgrade the server to version 2.2.

Upgrading 7

Upgrading the server from version 2.0 or 2.1Run the installation wizard of Software Use Analysis 2.2 to automatically performall upgrade tasks, including restarting the server services.

Procedure1. In the directory where you extracted the installation files, double click the

Windows Batch File to run it. A welcome panel opens. The upgrade wizardinforms you that the new version of Software Use Analysis will be installed inthe same directory as the previous version.

2. Click Next.3. Read carefully the terms of the license agreement. If you agree with them,

select I accept both the IBM and the non-IBM terms. and click Next.Otherwise, click Cancel to quit the upgrade wizard. If you accept the terms, apreupgrade summary panel opens.

4. Click Next.5. Specify the logon system, and provide system name and password and click

Next.6. You can follow the progress of the preupgrade process in the opened panel.

Click Install if all the steps are completed.

Note: If one of the pre-upgrade steps fails, any steps that are dependent on itare also held. You must fix the failed step that is indicated by a red box duringthe upgrade process. If you exit the wizard during pre-upgrade stage, you mustrestart the upgrade wizard and repeat all the steps.An installation panel opens.

7. Follow the progress of your installation in this panel. For more informationabout installer behavior according to action status, see Resuming a stopped orfailed Software Use Analysis installation. Click Done if all the steps arecompleted. The Postinstallation Summary panel opens.

What to do next

Click the link in the Postinstallation Summary panel to complete installation usingthe server web interface.

After upgrading Software Use Analysis, you must import the software catalog.

Upgrading the server with IBM Endpoint Manager consoleIf you are upgrading from versions 2.0 or 2.1 the silent installer takes the necessaryparameters from the existing Software Use Analysis installations. To upgrade fromSoftware Usage Analysis version 1.3, you must perform a side-by-side installationand migrate the data separately.

About this task

Important: If you are upgrading from Software Usage Analysis version 1.3, youmust perform a fresh installation of the Software Use Analysis 2.2 server. For moreinformation, see the following topics:1. Install the Software Use Analysis server in silent mode (Installation guide)2. Migrate the BFInventory database

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You must run the airgap tool if the Software Use Analysis server is not connectedto the internet.

To run the upgrade in silent mode, perform the following steps:

Procedure1. Log on to the IBM Endpoint Manager console.2. In the top menu, click Go > Systems Lifecycle.3. In the left navigation tree, click IBM Software Inventory > TEM SUA 2.x

Server Update > Deploy TEM SUA 2.2 Update.4. In the top, right pane, click TEM SUA Upgrade (version 2.2), and in the lower

pane, click Take Action. The upgrade runs in the background.

What to do next

Verify that the server was upgraded successfully: Log in to the application andverify the version by clicking Help > About.

After upgrading Software Use Analysis, you must import the software catalog.

Upgrading the server in silent modeIf you are upgrading from versions 2.0 or 2.1 the silent installer takes the necessaryparameters from the existing Software Use Analysis installations. To upgrade fromSoftware Usage Analysis version 1.3, you must perform a side-by-side installationand migrate the data separately.

About this task

Important: If you are upgrading from Software Usage Analysis version 1.3, youmust perform a fresh installation of the Software Use Analysis 2.2 server. For moreinformation, see the following topics:1. Install the Software Use Analysis server in silent mode (Installation guide)2. Migrate the BFInventory database

To run the upgrade in silent mode, perform the following steps:

Procedure1. Log on to the computer where Software Use Analysis is installed as a user with

administrative rights (Administrator on Windows).2. Start the command-line interface and change to the directory where you

uncompressed the installer files.3. Read and agree with the license terms that are provided in the license.txt file

that is located in dir_with_uncompressed_files\your_lang\license directoryand uncomment the appropriate line in the response file.

4. Run the following command to start the silent upgrade:

Windows tema-windows-x86_64.bat -f reponse_file_path -i silent

Important: The file tema-windows-x86_64.bat must not be in a directorywhose path contains spaces, otherwise the upgrade will not succeed.

Upgrading 9

Results

The upgrade runs in the background. When it is finished, a message will bewritten to the installation log informing you that the upgrade was successful. Thelog file is in the logs directory.

What to do next

Verify that the server was upgraded successfully: Log in to the application andverify the version by clicking Help > About.

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Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document inother countries. Consult your local IBM representative for information on theproducts and services currently available in your area. Any reference to an IBMproduct, program, or service is not intended to state or imply that only that IBMproduct, program, or service may be used. Any functionally equivalent product,program, or service that does not infringe any IBM intellectual property right maybe used instead. However, it is the user's responsibility to evaluate and verify theoperation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matterdescribed in this document. The furnishing of this document does not grant youany license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785 U.S.A.

For license inquiries regarding double-byte character set (DBCS) information,contact the IBM Intellectual Property Department in your country or sendinquiries, in writing, to:

Intellectual Property LicensingLegal and Intellectual Property LawIBM Japan, Ltd.1623-14, Shimotsuruma, Yamato-shiKanagawa 242-8502 Japan

The following paragraph does not apply to the United Kingdom or any othercountry where such provisions are inconsistent with local law:INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THISPUBLICATION “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHEREXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIEDWARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESSFOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express orimplied warranties in certain transactions, therefore, this statement may not applyto you.

This information could include technical inaccuracies or typographical errors.Changes are periodically made to the information herein; these changes will beincorporated in new editions of the publication. IBM may make improvementsand/or changes in the product(s) and/or the program(s) described in thispublication at any time without notice.

Any references in this information to non-IBM Web sites are provided forconvenience only and do not in any manner serve as an endorsement of those Websites. The materials at those Web sites are not part of the materials for this IBMproduct and use of those Web sites is at your own risk.

© Copyright IBM Corp. 2002, 2013 11

IBM may use or distribute any of the information you supply in any way itbelieves appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purposeof enabling: (i) the exchange of information between independently createdprograms and other programs (including this one) and (ii) the mutual use of theinformation which has been exchanged, should contact:

IBM Corporation2Z4A/10111400 Burnet RoadAustin, TX 79758 U.S.A

Such information may be available, subject to appropriate terms and conditions,including in some cases, payment of a fee.

The licensed program described in this information and all licensed materialavailable for it are provided by IBM under terms of the IBM Customer Agreement,IBM International Program License Agreement, or any equivalent agreementbetween us.

Information concerning non-IBM products was obtained from the suppliers ofthose products, their published announcements or other publicly available sources.IBM has not tested those products and cannot confirm the accuracy ofperformance, compatibility or any other claims related to non-IBM products.Questions on the capabilities of non-IBM products should be addressed to thesuppliers of those products.

This information contains examples of data and reports used in daily businessoperations. To illustrate them as completely as possible, the examples include thenames of individuals, companies, brands, and products. All of these names arefictitious and any similarity to the names and addresses used by an actual businessenterprise is entirely coincidental.

TrademarksIBM, the IBM logo, and ibm.com are trademarks or registered trademarks ofInternational Business Machines Corp., registered in many jurisdictions worldwide.Other product and service names might be trademarks of IBM or other companies.A current list of IBM trademarks is available on the Web at “Copyright andtrademark information” at www.ibm.com/legal/copytrade.shtml.

Java and all Java-based trademarks and logos are trademarks or registeredtrademarks of Oracle and/or its affiliates.

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UNIX is a registered trademark of The Open Group in the United States and othercountries.

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Index

Iinstallation

wizard 2installing 2

Sserver

installing 2

© Copyright IBM Corp. 2002, 2013 13

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