BMC Control-M v9 Upgrade & Consolidation

BMC CONTROL-M

VERSION 9

Scope

/ Enterprise Manager and Server?

/ Agents?

/ Consolidation or De-consolidation?

/ Introduce new features?

Why Upgrade?

/ Software currency & OS compatibility

/ Vendor support: "current version" - 3 = "best effort"

/ Enhancements and new features: increase ROI & reduce TCO

Timing

/ Version 9 or 9.01x?

/ Any reference sites and success stories?

/ EM first or Server first?! - typical PM's question!

/ Agents - before or after EM/Server?

/ Consolidations - before or after the upgrade?

Why Consolidate?

/ Take advantage of the capacity and performance increase

/ Utilise the same hardware and HA infrastructure

/ Reduce footprint on the application machines

Why De-consolidate?

/ Devide batch workload according to SLA

/ Room to expand

/ Time zone / different NDP time / job behavior etc...

WHY?

Resourcing

/ Use your internal resource?

/ Engage VPMA?

/ Third-party resources (OS/DB/Security)?

HOW?

UPGRADE

Make the Decision.

Be Ready. Automate

VPMA Global Services

Detailed design document

/ Hardware & OS

/ storage infrastructure

/ Control-M infrastructure

/ HA & DR failover

Target OS/DB/HA solution?

Migration strategy

Implementation Plan

Agent version? Any CMs? Filewatch?

Dev/Test/QA sharing the same platform?

Critical relase dates, change freezes, embargo?

Documentation.

Firewall template / network design

Test plan / result & artifacts

Investigation.

Any ongoing issues?

/ Performance & stability

/ Security & auditing

Feature comparison

User daily ordering / ctmorder / ctmcreate?

DR Test document

Force job / agent-side utility / scripts?

Firewall configuration / ctmsec?

Implementing new features?

Resource engagement

/ Hardware & OS

/ Network

/ Security

/ DBA (if applicable)

/ GUI packaging and depolyment

Research & Planning.

Project Planning.

Budgeting

Client communication

Plan change schedules

/ Critical releases

/ Upgrade dependencies

/ Vendor end-of-support date

Outcome: Smooth Transition

Machine / OS / Database

Provisioning

Update housekeeping

utility scripts

Parameter

customisation

Control-M/EM & Server

Installation

Define monitoring rules

Firewall rule implementation

for EM/Server/GUI clients communication

Feature & performance testing

Failover & DR testing

GUI client packaging and pilot run

Run validation & migration dry run

GUI client depolyment

Issue

register

Control-M/Agent

Firewall & DNS implementation

Issue remediation (apply change freeze)

Update Agent configuration

Agent testing

/ More impact to users, less impact to acrtive jobs

/ Use the migration utility to export and import data

/ Avoid New Day window / GCS peak usage period

/ Check gateway download / global conditions passing

/ Check API / BPI EM Interface / EM utilities

/ Check alerting / auto-ticketing event generation

/ Check user authentication & permission / Arrange PIV

/ Table row count before and after the migration

EM Upgrade.

/ Keep existing jobs in AJF? / How to replicate maxwait jobs, existing conditions and calendars?

/ Update global condition prefix lookup / Run Agent check script / Replicate LIBMEMSYM files

/ Define "DUMMY" DC / Run "Elevate" / Mass updates / Remove or rename duplicated jobs

/ Update "default" Agent / Comm ports

/ Run Agent discovery & check script

/ Prevent job submission / Manual user daily

Server Consolidation.

Server Upgrade.

/ More impact to active jobs, less impact to users

/ Count jobs in AJF & count available Agents (disable unavailable Agents)

/ Check NDP time, Control-M date & SHOT dest

/ Update global condition prefix lookup

/ Run Agent discovery & check script

/ Replicate LIBMEMSYM files (check permission)

/ Update SMTP configuration, config.dat and user exists (not migrated)

/ Prevent job submission (by using QR / workload management), run user daily manually

/ Release job execution in stages, check global conditions / Arrange PIV

Execution.

Legacy GUI uninstallation

Legacy Control-M decommission

Tips:

/ Understand which are the critical jobs

/ Make sure the change is easy to backout

/ Use scripts or other tools to automate tasks

/ Post-operative intensive care & observation

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