SAP Disclosure Management 10.1 Upgrade Steps From Stack 700 to 1202

Introduction:

SAP Disclosure Management 10.1 Upgrade Plan From Stack 700 to 1202

Technical Environment:

OS/DB Version- Microsoft  Windows 2012 R2/ MSSQL 2012 SP4

SSO/SAML2.0 Configuration – Across EP+BPC+DM

Below is the Technical Plan & tasks to be considered for a successful SAP DM Upgrade

               Initialization/Preparation Phase

• PAM & OS/DB compatibility checks
• Finalize Upgrade Path (Stack 700->800->802->900R->1000-> DM101UPDATE & DM101SP10PL00 dbconnect.temp update->1202)
• Ensure NTP Time Sync across all the servers are successful and updated
• Prepare Server for Upgrade & pre-requisites checks, Check Install folders & Screenshots for existing DM configuration
• sa/CDMUser/Admin/basis credentials check
• Check the ports being used – Default HTTPS TCP Port is 443, Default TCP Port of DM SERVER – TASK ENGINE 10.1 is 2605, The default TCP Port of DM SERVER – XBRL SERVICE 10.1 is 2981, DM App Server
• Check existing DM Version along with the stack history running below query:                    SELECT * FROM [DisclosureManagementDB].[Setup].[DMSetupSchemaVersion]
• Media Downloads (SAP Note# 2138656) along with DISCLMG Support Packages and DM Add-ins 1202 downloads
• Renew Certificates in all Servers, STRUST & renew Maintenance License for BPC in slicense
• For Task Engine & XBRL setup Install the Microsoft ODBC driver with full features, MS .NET Framework 4.6.1 Full package or higher, JRE Version 1.8(64-Bit) and MS command line Utilities for MS SQL server in DM Application Servers
• DM stop – Microsoft Internet Information Services by steps described below https://technet.microsoft.com/en-US/library/jj635851(v=ws.11).aspx
• Back-up Database (DM & BPC) & File System (DM & BPC) – Golden Copy
• Back-up Inetpub folder,config files such as web.config, log.config, config20.xml, cundus.enterpriseReporting.Services.dll.config and other data sources.

             Execution/Downtime Phase

• SAP DM Application Server 10.1 Setup/Upgrade in sequence as per the upgrade path (Stack 700->800->802->900R->1000-> DM101UPDATE & DM101SP10PL00 dbconnect.temp update->1202)
• Uninstall & Install New version SAP DM Task Engine 10.1
• Uninstall & Install New version DM 10.1 XBRL service
• Validate Install/Upgrade successful for all the components in the install logs (SUCCESS/INFO msg should appear)
• Change and validate files in inetpub
• DM Add-ins Upgrade to 1202
• DISCLMG Support Pack Upgrade to 08 in BPC Server

            Post Processing & Finalization

• Post Upgrade Tasks & Technical Validations
• Update the web.config content for enabling the SAML for DM, Head refresh etc.
• Securing connection between SQL Server and SAP DM
• Setup DM Compliant client – 10.1.1202.1
• Functional & User Acceptance Testing

Conclusion

Listed activities in the blog can be considered while planning and executing for a successful SAP Disclosure Management Upgrade.