IMS Software Upgrade Templates and Run Books

Products

• CA API Gateway Enterprise Service Manager (Layer 7)
• CA API Gateway Precision API Monitoring Module for API Gateway (Layer 7)
• CA Mobile API Gateway
• CA Unified Infrastructure Management On-Premise (Nimsoft / UIM)
• CA Unified Infrastructure Management SaaS (Nimsoft / UIM)
• DX Unified Infrastructure Management (Nimsoft / UIM)
• CA Identity Manager
• CA API Gateway
• CA Identity Portal
• CA Identity Suite
• CA Identity Governance
• CA Test Data Manager (Data Finder / Grid Tools)
• CA Release Automation - DataManagement Server (Nolio)
• CA Release Automation - Release Operations Center (Nolio)
• Service Virtualization
• CA Client Automation
• CA Configuration Automation
• CA Business Service Insight
• Control Compliance Suite
• SITEMINDER
• Symantec Identity Security Platform - IDSP (formerly VIP Authentication Hub)
• VIP Service
• APM
• DX APM SaaS
• CA Application Delivery Analysis (NetQoS / ADA)
• DX Operational Intelligence
• CA Service Operations Insight (SOI)

Issue/Introduction

This article provides standardized upgrade templates and run books for Broadcom IMS software products. Use these resources to plan your upgrade effectively. If an upgrade document for your specific product is not listed, use the IMS Generic Template linked below.

Resolution

1. Locate your product in the table below.
2. Click the corresponding link to access the specific upgrade template or run book.
3. If your product is not listed, click the IMS Generic Template link to download the standard planning document.
4. Review the prerequisites in your specific product documentation before initiating the upgrade.

Product Name	Division	Link to Template/Runbook
IMS Generic Template	IMS	IMS Generic Software Upgrade Plan
APIM (Including Portal & API Gateway)	IMS	APIM Software Upgrade Plan / Pre-Upgrade Review
Continuous Delivery Director	IMS
Release Automation (Nolio)	IMS	Nolio Release Automation Pre-Upgrade Review Call Questions
Service Virtualization	IMS	Service Virtualization Upgrade Review
Test Data Manager	IMS	Test Data Manager Upgrade Review
2E	IMS
Business Service Insight	IMS
Client Automation	IMS	How to prepare an upgrade of Client Automation ?
Configuration Automation	IMS	How to prepare an upgrade of Configuration Automation ?
Control Compliance Suite (CCS)	IMS
SMG	IMS
Encryption Products	IMS
Endpoint Management (EPM) /IT Management Suite (ITMS)	IMS
IT Asset Manager	IMS
Plex	IMS
Process Automation	IMS
Security Analytics (SA)	IMS
Service Mgmt - IT Asset Manager (ITAM)	IMS	Service Management Upgrade / Hot Site Preparation Questionnaire
Service Mgmt - Service Catalog	IMS	Service Management Upgrade / Hot Site Preparation Questionnaire
Service Mgmt - Service Desk Manager (SDM)	IMS	Service Management Upgrade / Hot Site Preparation Questionnaire
Software Change Manager - Harvest	IMS	CA Harvest SCM Upgrade and Hot Site Preparation
Advanced Authentication	IMS
Directory	IMS
Identity Mgmt and Governance (IGA, IDM)	IMS	Identity Manager (Standalone): Preparing an upgrade of Identity Manager (Standalone) Identity Portal (Standalone): Preparing an upgrade of Identity Portal (Standalone) Identity Governance (Standalone): How to prepare an upgrade of Identity Governance (Standalone) Virtual Appliance: What is the upgrade plan to follow to do an upgrade of Virtual Appliance?
Privileged Access Management (PAM)	IMS	How to Prepare for a Privileged Access Manager Upgrade
Siteminder (SSO)	IMS	Pre-Upgrade Review Call Questions for SiteMinder
VIP Enterprise Gateway	IMS
VIP AuthHub	IMS
APM	IMS	DX APM 10.8 Upgrade checklist
APM - SAAS	IMS
Application Delivery Analysis	IMS
DX Operational Intelligence	IMS	DX App Experience Analytics (AXA)/DX Platform Upgrade Overview
Digital Operational Intelligence - SAAS	IMS
Service Operations Insight	IMS
Unified Infrastructure Management (UIM)	IMS	DX UIM Upgrade Guide and Pre-Planning Checklist for 20.4