The following checklist describes the tasks that you need to perform
Serena Service Manager.
- You must successfully install, configure, and verify
SBM 11.1 or
higher on one or more servers according to the steps in the
SBM Installation and Configuration
This means you will have a fully functional
and database created before you install
Serena Service Manager.
- Ensure that you have at least one administrative user who has
sufficient privileges to import and promote the solution files in
For details on these privileges, see the
SBM Application Repository
- If your
installation is distributed among multiple servers, determine which servers
host the following
You will run the
installer on the server or servers that host these
- SBM Application Engine
- SBM Application
- SBM Common Services
- As of
Serena Service Manager
5.0, you must ensure that your server has at least 4GB of RAM. If you are using
a distributed installation, you must ensure that each
server has 4 GB of RAM.
4GB of RAM is required to run
You may encounter problems running the
service with less RAM.
- If you are using multiple environments in
as development, test, and production), you must ensure that each environment
has its own instance of
SBM Common Services
(not a shared instance).
is the only component that can be shared by multiple environments.
- Procure and install licenses for the solutions that you intend to
use. Note that the
feature is enabled with any of these solution licenses.
- For Oracle systems, the Oracle schema user requires a certain set of
roles and privileges to enable "Oracle Text" for use with the Social Widget
control that is enabled by default in the
process apps. See solution
S133641 for details.
Important: You must apply these roles and privileges to the
Oracle schema user prior to promoting or deploying the apps.
- For SQL Server systems, you must ensure that "Full-Text Indexing" is
enabled in the DBMS. Note the following:
- In SQL Server 2005, "Full-Text Indexing" is enabled automatically
once you successfully deploy any process app in which the Social Widget is
enabled, as long as the "Full-Text Search" feature was selected during the SQL
Server DBMS installation.
- In SQL Server 2008 and later, "Full-Text Indexing" is selected by
default for all databases, as long as the "Full-Text Search" feature was
selected during the SQL Server DBMS installation.
Note: The Full-Text Search feature in SQL Server is an optional
installation component. Therefore, first verify that the feature is installed
in SQL Server. To verify this, right-click the database in SQL Server, select
Properties, and then select the Files page. “Use full-text indexing” should be
- If you are upgrading from a previous version of
before you upgrade, log in to
and save both the original and latest versions of each process app to file.
After you save both copies, follow the steps described in the
Serena Service Manager On-Premise
to create a comparison report that highlights the changes you have made to each
process app. You will use this report to help you decide which changes you want
preserve in the new version of each process app.
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