Overview

This guide contains instructions for upgrading to the current release from any of the following INCONTROL versions:

• 8.0.xx
• 9.0.xx
• 9.0.18.xxx
• 9.0.19.xxx
• 9.0.20.000

Upgrade in Place is the recommended approach for upgrading Version 9.0.xx or later of INCONTROL products to the most recent version. This process does NOT require copying all the database and operations libraries during upgrade process downtime. It reduces downtime to minutes, and provides for Fallback to the previous level of software, provided that the compatibility mode has not been changed. This process is described in Upgrade in Place process.

The Express Upgrade is the recommended approach for upgrading versions 8.0.xx and earlier of INCONTROL products to the most recent major version. This process does NOT require copying all the database and operations libraries during upgrade process downtime. It reduces downtime to minutes. This process is described in Express Upgrade.

The Full Upgrade approach was the original approach for upgrading INCONTROL products. The Express Upgrade approach was introduced with the INCONTROL version 8.0.00. This process is described in Full Upgrade.

For more information, see also

• Terms used in this guide
• Basic concepts

  Note: Before proceeding, review Technical considerations and the What’s New section of the INCONTROL for z/OS Release Notes to determine if upgrading is appropriate for your site.

Throughout the entire upgrade process, as long as the INCONTROL for z/OS products are running in compatibility mode for previous versions (see Basic concepts), the configuration of the Control-M/Enterprise Manager must be kept at the same version as it was before the upgrade process was started.

After the transition period is completed, and the user has decided to change the compatibility mode to the new upgrade level, the user is required to configure Control-M/Enterprise Manager for managing the Control-M at the newly upgraded level.

To configure Control-M/Enterprise Manager for the upgraded Control-M for z/OS

1. From the z/OS machine, shut down the following INCONTROL components:
   • IOAGATE
   • Control-M
   • Any IOA Online monitors
2. From the Control-M Configuration Manager, shut down the Gateway for this Control-M.
3. From the z/OS machine, set the CMODE to the new upgrade level in the MODEASM and MODECTM parameters, and in the parameters for any other INCONTROL products that are installed.

   For a list of INCONTROL products and their product codes, see the table below.

   Note:

   • BMC recommends setting the CMODE to the same upgrade level for all INCONTROL products.
   • In the following types of upgrade, this step is performed automatically, and NO CHANGE is needed after successful completion:
     • In the Express Upgrade, during the "Complete the upgrade" step
     • In the Upgrade in Place, during the "ACCEPT Upgrade" step
4. From the z/OS machine, restart the following INCONTROL components:
   • IOAGATE
   • Control-M
   • Any IOA Online monitors
5. From the Control-M Configuration Manager, restart the Gateway for this Control-M.

WARNING: When the system is running with all capabilities at the new upgrade level, there is no simple, efficient way to fall back to any of the previous versions.

The following product names and codes are used throughout this guide: