This documentation page describes a legacy method of upgrading CAST AIP. This documentation is no longer maintained and may contain obsolete information. You should instead refer to Upgrade process. |
On this page: Target audience: CAST AI Administrators |
Summary: information you need to read and actions you need to complete before starting the CAST AIP upgrade process. |
As part of the preparation process, please take note of the following information and action points:
Ensure you read and check the following information: Please also check the same information in any major, minor or Service Pack release in between (i.e. when upgrading from CAST AIP 8.1.x to CAST AIP 8.3.x, you should check all releases in between). |
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CAST AIP 8.3.x is a 64-bit compliant application, therefore you must only use a supported 64-bit Operating System to host CAST AIP. Please also take into account the following information:
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If you are actively using custom extensions (i.e. any extension not officially provided by CAST) and wish to upgrade to the current release of CAST AIP, then CAST highly recommends that you export your current Assessment Model to file (use the File > Export file option in the CAST Management Studio) before you begin the upgrade procedure. If necessary this Assessment Model can used in a comparison process at the end of the upgrade procedure. |
If you have installed legacy custom Universal Analyzer (UA) packages using the <all users dir> option under the Manage Extensions option in CAST Server Manager, then you should consider the following: CAST highly recommends that before you start the upgrade process you:
If this process is not possible before you upgrade, then please proceed as follows:
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If you are actively using a very old and unsupported custom Universal Analyzer language pack called "SQL Script" in your CAST AIP schemas, you must ensure that you perform the workaround described here BEFORE you being the upgrade process. This old Universal Analyzer language pack causes a conflict with the SQL Analyzer shipped by default with CAST AIP and will prevent the upgrade from completing. To determine if you need to apply the workaround, run following query against your Management Service schema. When it returns a line, this old "SQL Script" language pack is installed.
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CAST Transaction Configuration Center - Impact Factor configurationIn CAST AIP ≥ 8.1.x the stored procedures used to configure Impact Factor (see the CAST Transaction Configuration product help for more information) for Transactional Functions are now named as follows:
This is so that their names are in-line with the stored procedures added in CAST AIP 8.1.x for configuring Impact Factor for Data Functions. By default and to avoid a situation where configurations from CAST AIP 8.0.x are lost following an upgrade to CAST AIP 8.3.x, CAST has included a call to the legacy CAST AIP 8.0.x stored procedures in the stored procedures in CAST AIP 8.3.x, for example:
Despite the automated handling of this during the upgrade process, CAST highly recommends that you take a copy of the scripts in the legacy stored procedures so that you can start using them in CAST AIP 8.3.x in the new stored procedures. |
When working with an Oracle Server as the host for the CAST schemas, you must ensure that you are NOT connecting to the Management, Analysis, Dashboard or Measurement Services using the Oracle "system" user. The upgrade process
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What to do if you do not want to upgrade all Applications in a given CAST AIC Portal/Delivery folder at the same timeBecause the Delivery folder is "locked" to a specific release of CAST AIP, when it is upgraded to the new release of CAST AIP, any Management Service schemas (and Applications managed in them) that have not themselves been selected for upgrade will no longer be permitted to use the Delivery folder and you will receive the following error in the CAST Management Studio when trying to work with the Applications that have not been upgraded: Click to enlarge If you do not want to upgrade ALL your Management Services and their Applications to the new release of CAST AIP, you have two options:
Create two CAST AIC Portal and two Delivery foldersIn this scenario, we are migrating from CAST AIP 8.1.x to CAST AIP 8.3.x as an example (but the same applies when updating between other supported paths):
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During the upgrade process using CAST Server Manager (see Step by step upgrade process), you will be asked to choose an option with regard to the handling of the CAST AIP Assessment Model:
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As part of CAST's drive to improve and speed up the frequency of software releases, a process of "externalizing" the source code delivery and analysis capabilities of CAST AIP has begun in CAST AIP 8.3.x. To this end various official CAST AIP extensions are shipped with CAST AIP 8.3.x and are installed automatically as part of the upgrade process and also when installing new CAST AIP "triplets". Please see Technology coverage changes in CAST AIP 8.3.x for more information.
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CAST has provided support for analyzing both IBM DB2 UDB and IBM DB2 z/OS via its DB2 Analyzer (provided out-of-the-box in CAST AIP ≤ 8.2.x) for some time now. This "legacy" analyzer requires the following:
These requirements can sometimes present significant difficulties for the process of on-boarding an IBM DB2 application into CAST AIP. As a direct result of this and wanting to simplify the approach, CAST has developed the SQL Analyzer as a standalone extension. The extension analyzes DDL, DML and SQL exports and (in version ≥ 2.0) supports the analysis of IBM DB2. The analysis is therefore "offline" (no connection to a live database is required). From CAST AIP ≥ 8.3.x, the legacy DB2 Analyzer (provided out-of-the-box in CAST AIP) is no longer available, therefore for upgrades to CAST AIP ≥ 8.3.x, existing IBM DB2 UDB and IBM DB2 z/OS analyses will still function and will not block the post-upgrade consistency snapshot, however, it will not be possible to package new source code in existing or new packages, therefore CAST recommends that you transition to the SQL Analyzer version ≥ 2.0 BEFORE you start the process of upgrading to CAST AIP 8.3.x. See How to transition from the CAST AIP DB2 Analyzer to the SQL Analyzer extension. |
CAST has provided support for analyzing SAP BusinessObjects source code via its BO Analyzer (provided out-of-the-box in CAST AIP ≤ 8.2.x) for some time now. This "legacy" analyzer requires the following:
These requirements can sometimes present significant difficulties for the process of on-boarding a SAP BusinessObjects application into CAST AIP. As a direct result of this and wanting to simplify the approach, CAST has developed the SAP BusinessObjects Analyzer as a standalone extension. The extension (introduced in CAST AIP 8.2.5) provides a means to analyze SAP BusinessObjects source code "offline", i.e. no connection to the SAP BusinessObjects instance is required. In addition there is no longer any requirement to have BusinessObjects (the BO Designer module) installed on the workstation on which the CAST Management Studio is being run from. From CAST AIP ≥ 8.3.x, the legacy BO Analyzer (provided out-of-the-box in CAST AIP) is no longer available, therefore:
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This section lists the actions you must complete before starting the CAST AIP upgrade process.
Generate a snapshot before you start the upgrade process. This allows you to compare the pre and post upgrade results, as discussed in Changes in results post upgrade. |
Before starting the upgrade process, CAST strongly recommends that any existing analysis and result data from previous releases of CAST AIP is backed up. You should backup the following items as a basic minimum so that the existing AIP environment can be restored in case an error occurs during the upgrade process.
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Download and install the new release of CAST AIP, either on the same workstation as the existing release of CAST AIP, or on a different workstation where no previous release of CAST AIP exists. |
Download any new versions of existing extensions or new extensions that may be useful for your Application on to the workstation you will be running the upgrade from, as discussed in Download an extension. This is not necessary if a more recent version of an installed extension is shipped with CAST AIP (see Technology coverage changes in CAST AIP 8.3.x for more information). |
Before beginning the update process, please ensure that you have carried out all of the following tasks:
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Please see Step by step upgrade process for information about what to do next.