How to install and upgrade

This section presents an overview of installation and upgrade processes.

Installing and upgrading consists of the following steps:

  1. Check that you meet all relevant installation prerequisites.

    Before beginning the actual installation procedure, check that your server machine's operating system, your database server, and your client machines, all meet the prerequisite criteria. For details, see Installation prerequisites.

  2. (Upgrading) Check that you meet all relevant upgrade prerequisites.

    If you are upgrading from an earlier version of OpenText Application Quality Management/Quality Center, it is important to carefully consider how to configure your new OpenText Application Quality Management system. This guide provides a suggested system configuration for upgrading projects from your existing system. Follow the suggested configuration as much as possible.

    Before beginning the installation, verify and repair all projects in the existing system, and then back up the projects, the database, and the repository.

    If you plan to upgrade a copy of the Site Administration database schema, you need the Confidential Data Passphrase that was used in the existing installation, and you must manage changes to the existing schema (if any).

    For details, see Pre-Installation project upgrade steps.

  3. For new installations, install on your server machine. The installation is guided by a step-by-step wizard. For details, see Installation and configuration.

    For upgrades, upgrade your existing projects based on your system configuration. Note the project repository migration options. For details, see Project upgrade.

See also