We're planning the upgrade of our Siteminder environment and we'd like to know the steps needed to upgrade from 12.52SP1 to 12.8x. Could
you precise us if an upgrade of middle version is needed ?
At first glance, according to documentation, you can generally upgrade
directly without going to a middle version :
Upgrading
You can upgrade from Release 12.5x or later to Release 12.8.x using
one of the following upgrade methods:
In-place upgrade
Rolling upgrade
Parallel upgrade
https://techdocs.broadcom.com/us/en/symantec-security-software/identity-security/siteminder/12-8/upgrading.html
Depending the upgrade method you choose, then some constraints apply like the OS version you'll choose, as 12.52SP1 components (SPS, Policy Server, AdminUI) are 32 bit, and the 12.8SP4 versions are 64 bit, as
mention in the documentation here :
Complete the Upgrade Prerequisites
Determine the Upgrade Path
Review the following consideration: The 12.8.x Policy Server is a
64-bit executable and requires Windows Server 2012 R2. You cannot
perform an in-place upgrade of 12.52 SP2 Policy Server that is
insalled in the Program Files (x86) directory. The 12.8.x Policy
Server is a 64-bit application and only 32-bit applications belong in
this directory. If you are upgrading from a release earlier than 12.52
SP2 or if your 12.52 SP2 Policy Server is installed under the Program
Files (x86) directory, install a new Policy Server on Windows Server
2012 R2.
https://techdocs.broadcom.com/us/en/symantec-security-software/identity-security/siteminder/12-8/upgrading/complete-the-upgrade-prerequisites.html
Then, once you've reviewed the support matrix for each of the components, you'll need to read carefully the corresponding documentation sections depending the upgrade method you choose :
In-place Upgrade
https://techdocs.broadcom.com/us/en/symantec-security-software/identity-security/siteminder/12-8/upgrading/in-place-upgrade.html
Rolling Upgrade
https://techdocs.broadcom.com/us/en/symantec-security-software/identity-security/siteminder/12-8/upgrading/rolling-upgrade.html
Parallel Upgrade
https://techdocs.broadcom.com/us/en/symantec-security-software/identity-security/siteminder/12-8/upgrading/parallel-upgrade.html
Before applying the upgrade process, the most important thing is to insure that the 12.52SP1 Policy Store data are 100% accurate and healthy. This check can be done by following this documentation section :
Correct Integrity Errors of Policy Store
SiteMinder features strict policy store validation checks that prevent
you from upgrading older policy stores with integrity errors. Before
you upgrade, correct the integrity errors of your existing policy
store.
The following graphic shows the process for correcting policy store
integrity errors:
Correct Policy Store Integrity Errors Before Upgrade
https://techdocs.broadcom.com/us/en/symantec-security-software/identity-security/siteminder/12-8/upgrading/correct-integrity-errors-of-policy-store.html