Upgrades

Perform the following tasks to upgrade Surround SCM. If you need help, contact Perforce Support.

Preparing for the upgrade

1. Review the release notes for information about new features, enhancements, bug fixes, and important upgrade information.

2. Check the system requirements to make sure computers you are installing Surround SCM components on have the required space, memory, and other resources to run efficiently.

3. If you are upgrading from Surround SCM 2008 or earlier, review important upgrade information.

4. Download the installer for the current Surround SCM version.

You may also want to upgrade to a more recent version of the RDBMS you host Surround SCM databases in. Upgrading an RDBMS is a manual process that is not part of the Surround SCM installation. See RDBMS Support for a list of supported versions.

Performing the upgrade

The time it takes up upgrade depends on the Surround SCM components you are installing and your data.

If you are upgrading both Surround SCM and Helix ALM, upgrade the product with the most recent release date last to guarantee you install the latest version of the Helix ALM License Server.

1. Run the Surround SCM Analyze Utility to analyze and repair any data integrity issues in the Surround SCM Server database. See the analyze utility documentation for information.

2. Stop the Helix ALM License Server and Surround SCM Server.

3. Back up your license server database and Surround SCM Server and mainline databases.

4. Run the Surround SCM installer.

5. Start the license server and Surround SCM Server applications. The Surround SCM Server database and RDBMS mainline branches stored in the server database are automatically upgraded and any new required tables are created in the database. You cannot use upgraded databases with older Surround SCM versions, which is why it is important to have a backup copy.

6. Upgrade mainline branches stored in other RDBMS databases if needed. See Upgrading mainline branches.

If users cannot log in after upgrading, make sure a license is assigned to the user and that maintenance for the license is not expired. See Users Cannot Log In After Upgrading.