Upgrade requirements and considerations

Before you upgrade, review the following requirements and considerations to ensure that your environment is ready for the changes.

• During the upgrade, the Client Distribution feature is disabled. After the upgrade, you can only distribute Control-M client version 9.0.18 and higher.
• Ensure that all of your existing Control-M Reporting Facility reports and data are migrated and converted into Control-M Reports, as described in Control-M Reporting Facility migration.
• To benefit from the new features of the upgrade, both Control-M/EM and Control-M/Server must be upgraded to the latest version. For Application Pack deployment, Control-M/Agent must be upgraded to the latest version as well.
• After the client upgrade, you need to set the correct Host and port in the promotion environments. Control-M client 9.0.18 with Compatibility on can promote to all 9.0.18 environments. Control-M client 9.0.18 with Compatibility off can only promote to 9.0.18 environments with compatibility mode turned off. After the client upgrade you cannot promote to Control-M 9.0.00.
• The Control-M client connects to the Control-M/EM server via the Control-M Web Server. If you have upgraded from version 9.0.00, verify that the Web Server hostname and port number are correct. After the upgrade, if HTTPS is not configured on the Control-M Web Server, all Control-M clients communicate with HTTP (not secured).
• If your environment is encrypted with SSL, you need to verify that the Control-M Web Server is configured with SSL and save the Windows keystore before you upgrade the client or use Control-M/EM API, as described in Configuring secure communication between Control-M client applications and the Web Server.
• If you are upgrading in a high availability environment, see High availability requirements.
• If you are working in a Control-M/EM Distributed environment, you must install the same version on both the Control-M/EM server and Control-M/EM Distributed hosts, as described in Upgrading Control-M/EM on UNIX and Upgrading Control-M/EM on Windows.
• The Workload Archiving server is upgraded automatically during the Control-M/EM Distributed upgrade.
• Control-M automatically collects information on your product usage patterns. This information helps BMC to identify trends, enhance Control-M capabilities, and improve the quality. BMC does not collect any of your personal or organizational identifiable data. Your participation in the usage collection is optional. You can opt-out at any time by changing the values of the UsageCollectionDisabled system parameter to 1, as described in CMS parameters.