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UKLUG 2012 – Cardiff, Wales
Gabriella Davis
The Turtle Partnership
http://turtleblog.info
gabriella@turtlepartnership.com
Planning and Completing
An IBM Connections
Upgrade
• Admin	
  of	
  all	
  things	
  and	
  especially	
  quite	
  
complicated	
  things	
  where	
  the	
  fun	
  is	
  
• Working	
  with	
  security	
  ,	
  healthchecks,	
  
single	
  sign	
  on,	
  design	
  and	
  deployment	
  
of	
  Domino,	
  ST,	
  Connections	
  and	
  things	
  
that	
  they	
  talk	
  to	
  
• Stubborn	
  and	
  relentless	
  problem	
  solver	
  
• Lives	
  in	
  London	
  about	
  half	
  of	
  the	
  time
Let’s	
  talk	
  about	
  me	
  for	
  a	
  minute
Where	
  to	
  start?
Fixes
CR
Release Upgrade
Goals
Critical Features
Bugs
Plan
Risk Assess
Test
WHY
DELIVERABLES?
WHEN?
?
• Register	
  for	
  support	
  updates	
  so	
  you	
  get	
  notified	
  of	
  
problems	
  and	
  fixes	
  
• If	
  you	
  have	
  a	
  problem	
  that	
  is	
  resolved	
  by	
  a	
  fix	
  -­‐	
  apply	
  the	
  
fix	
  
• If	
  you	
  don't	
  have	
  a	
  problem	
  you	
  have	
  more	
  time	
  to	
  plan	
  
Deciding	
  When	
  /	
  If	
  To	
  Upgrade
• Register	
  for	
  subscriptions	
  
• http://www-­‐01.ibm.com/software/support/einfo.html	
  
• RSS	
  Feed	
  for	
  Connections	
  notifications
Search	
  Fix	
  Central	
  for	
  any	
  updates	
  
Subscription	
  Options	
  By	
  Product
Backup..	
  backup..	
  backup..	
  beep	
  beep
DB2
CUSTOMISATION
FOLDER
CONNECTIONS
SHARE
WAS
DMGR
Backing Up Connections Means Backing Up
TDI
db2	
  backup	
  database	
  peopledb	
  to	
  
d:	
  with	
  2	
  buffers	
  buffer	
  1024	
  
parallelism	
  1	
  compress	
  without	
  
prompting	
  
profilesdmgrbinbackupConfig.sh/bat	
  d:
filename.zip	
  -­‐nostop	
  
Working	
  With	
  Installation	
  Manager
IM	
  controls	
  all	
  installs	
  and	
  updates	
  
to	
  your	
  software	
  
Once	
  you’ve	
  installed	
  something	
  via	
  
IM	
  you	
  can’t	
  delete	
  IM	
  without	
  first	
  
uninstalling	
  all	
  software	
  it	
  manages	
  
Install	
  the	
  right	
  version	
  of	
  IM	
  in	
  the	
  right	
  directory	
  
You	
  can’t	
  move	
  or	
  uninstall	
  it	
  once	
  you	
  start	
  using	
  
it
Working With Installation Manager
Reviewing	
  installed	
  software
Installation	
  Manager	
  -­‐	
  View	
  Installed	
  Packages
Reviewing	
  installed	
  software
Installation	
  Manager	
  -­‐	
  Modify,	
  Rollback,	
  Uninstall
Upgrading	
  The	
  Infrastructure
Applying DB2 Fixes
• Download	
  the	
  DB2	
  fix	
  for	
  the	
  fixpack	
  you	
  need	
  from	
  FixCentral	
  
• I	
  prefer	
  to	
  use	
  the	
  Universal	
  server	
  fixpack	
  
• Extract	
  the	
  downloaded	
  file	
  
• for	
  Linux	
  run	
  installFixPack	
  (from	
  universal	
  directory)	
  
• for	
  Windows	
  run	
  setup.exe	
  (from	
  the	
  ESE	
  directory)
Applying WAS Fixes
• Using	
  online	
  repository	
  via	
  
Installation	
  Manager	
  
• Downloading	
  fix	
  files	
  from	
  Fix	
  Central	
  
• Apply	
  to	
  every	
  server	
  
• Rolling	
  back	
  fixes
Applying TDI Fixes
• Download	
  the	
  fixpack	
  you	
  need	
  from	
  Fix	
  Central	
  
• Extract	
  the	
  zip	
  file	
  into	
  a	
  folder	
  where	
  there	
  should	
  be	
  a	
  new	
  
UpdateInstaller.jar	
  
• copy	
  that	
  file	
  into	
  IBMTDIV7.1maintenance	
  
• Run	
  applyUpdates.bat/sh	
  from	
  IBMTDIV7.1bin	
  
• -­‐queryreg	
  (current	
  components	
  and	
  versions)
db2level
Verifying	
  DB2
Verifying	
  DB2
db2licm	
  -­‐l
• applyUpdates.bat/sh	
  -­‐update	
  locationofzipfixfile	
  
• when	
  all	
  components	
  are	
  updated	
  run	
  query	
  fix	
  again	
  to	
  
confirm
Applying	
  TDI	
  Fixes
Applying	
  IBM	
  Connections	
  Application	
  Fixes
01
Download	
  the	
  fixes	
  from	
  Fix	
  Central	
  
copy	
  to	
  a	
  “fixes”	
  directory	
  under	
  
IBMConnectionsUpdateInstaller
02
From	
  the	
  AppServer
bin	
  directory	
  run	
  
setupCmdLine.sh	
  /bat
03
Go	
  to	
  a	
  command	
  line	
  and	
  
from	
  the	
  UpdateInstaller	
  
directory	
  run	
  
“updateWizard.bat/sh”	
  
The	
  installer	
  will	
  ask	
  you	
  if	
  you	
  have	
  backed	
  up	
  your	
  customizations	
  -­‐	
  don’t	
  lie	
  to	
  it	
  :-­‐)
Updating	
  Connections	
  -­‐	
  Cumulative	
  
Releases
• There	
  should	
  be	
  an	
  IBM	
  technote	
  with	
  details	
  of	
  the	
  
release	
  
• For	
  v5	
  all	
  the	
  CRs	
  are	
  referenced	
  from	
  the	
  same	
  
technote	
  	
  	
  
• http://www-­‐01.ibm.com/support/docview.wss?
uid=swg21683118	
  
• The	
  technote	
  contains	
  details	
  of	
  all	
  the	
  CRs
Planning	
  a	
  Cumulative	
  Release	
  Fix
• The	
  CR	
  update	
  document	
  has	
  things	
  you	
  MUST	
  do	
  and	
  
things	
  you	
  CAN	
  do	
  
• MUST	
  DO	
  
• Application	
  Updates	
  
• DB	
  Schema	
  Updates	
  
• Any	
  Filenet	
  or	
  Cognos	
  Updates
MUST	
  Do
• There	
  will	
  also	
  be	
  a	
  list	
  of	
  supported	
  versions	
  for	
  your	
  
DB	
  server,	
  for	
  WAS,	
  for	
  LDAP,	
  for	
  Linux	
  and	
  Windows	
  
• also	
  check	
  detailed	
  system	
  requirements	
  http://
www-­‐01.ibm.com/support/docview.wss?
uid=swg27042395
CAN	
  Do
WEBSPHERE
Optional

Verify you also install
any iFixes with your
WAS fix packs
DB2
Optional
Is your DB2 server
used for anything
else?
DB2 SCHEMA CHANGES
CONNECTIONS
APPLICATIONS
FILENET
COGNOS
Required when
required, otherwise
never upgrade
WebSphere
from profilesDmgr01bin
backupConfig.xx <filename> -
nostop
21 3
Customizations
datasharedcustomizations
Databases
db2 backup database
peopledb to d: with 2
buffers buffer 1024
parallelism 1 compress
without prompting
Updating	
  Connections	
  -­‐	
  Backing	
  Up
• via	
  Installation	
  Manager	
  
• Unzip	
  the	
  CR	
  update	
  file	
  e.g.	
  5.0.0.0-­‐IC-­‐Multi-­‐CR03-­‐
LO84244.zip	
  (there	
  is	
  a	
  single	
  file	
  for	
  multiple	
  OS)



Updating	
  Connections	
  Applications
Updating	
  Connections	
  Via	
  Installation	
  Manager
Updating	
  Connections	
  Via	
  Installation	
  Manager
• Before	
  starting	
  any	
  Connection	
  servers	
  
• Check	
  the	
  logs	
  
• c:programdataIBMInstallationManager	
  
• IBMConnectionsversionlog	
  
• Dmgr	
  SystemOut.log
Verifying	
  The	
  Install	
  Step	
  1
• The	
  nodeagent	
  on	
  the	
  application	
  server	
  profiles	
  should	
  
be	
  started	
  
• Dmgr	
  will	
  deploy	
  the	
  updated	
  apps	
  to	
  each	
  node	
  
• Monitor	
  SystemOut.log	
  on	
  the	
  Dmgr	
  to	
  verify	
  when	
  
the	
  apps	
  are	
  fully	
  deployed	
  
• The	
  actual	
  files	
  are	
  deployed	
  from	
  	
  
• dmgrconfigcellscellnameapplications	
  To	
  
• profilenameconfigcellscellnameapplications	
  
• the	
  file	
  date/time	
  stamps	
  should	
  match
Verifying	
  The	
  Install	
  Step	
  2.
• Now	
  is	
  the	
  time	
  to	
  apply	
  the	
  DB	
  schema	
  changes	
  
• Download	
  the	
  database	
  updates	
  zip	
  file	
  linked	
  to	
  from	
  the	
  update	
  
document	
  http://www-­‐01.ibm.com/support/docview.wss?
uid=swg21683118	
  
• Use	
  the	
  readme	
  in	
  the	
  SQL	
  directory	
  to	
  find	
  the	
  commands	
  to	
  run	
  
• make	
  sure	
  you	
  are	
  logged	
  in	
  as	
  the	
  DB2	
  administrator	
  	
  
• I	
  like	
  to	
  pipe	
  the	
  command	
  to	
  a	
  text	
  file	
  so	
  I	
  can	
  review	
  the	
  output	
  by	
  
adding	
  >[outputfile]	
  after	
  each	
  line
Step	
  3.	
  Stop	
  Here	
  Before	
  Starting	
  Any	
  Connections	
  
If	
  you	
  don’t	
  update	
  the	
  DB	
  Schema	
  the	
  application	
  
servers	
  will	
  still	
  start	
  
the	
  applications	
  just	
  won’t	
  work	
  
check	
  SystemOut.log	
  for	
  errors	
  relating	
  to	
  versions	
  
of	
  the	
  db	
  schema
• Sync	
  the	
  nodes	
  
• Start	
  each	
  server	
  individually,	
  monitoring	
  the	
  
SystemOut.log	
  for	
  any	
  errors	
  
• Test	
  every	
  URL	
  works	
  
• /files	
  
• /blogs	
  
• /communities	
  etc	
  
• Test	
  the	
  search	
  works	
  by	
  using	
  the	
  search	
  validation	
  URL	
  
• <hostname>/search/serverStatus	
  (case	
  sensitive)
After	
  Any	
  Fixes	
  Or	
  Updates
Upgrading	
  Connections	
  -­‐	
  New	
  Releases
Side	
  by	
  	
  Side	
  vs	
  In	
  Place	
  Upgrades
• In	
  place	
  upgrades	
  mean	
  more	
  downtime	
  
• No	
  opportunity	
  to	
  test	
  prior	
  to	
  cutover	
  
• Any	
  issues	
  that	
  occur	
  in	
  Connections	
  post	
  upgrade	
  have	
  
to	
  be	
  fixed	
  immediately	
  
• Test	
  servers	
  enable	
  you	
  to	
  create	
  the	
  data	
  migration	
  xml	
  
and	
  bat/sh	
  files	
  first	
  and	
  minimise	
  your	
  downtime	
  when	
  
cutting	
  over	
  production
Risks…
Questions

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Planning & Completing An IBM Connections Upgrade

  • 1. UKLUG 2012 – Cardiff, Wales Gabriella Davis The Turtle Partnership http://turtleblog.info gabriella@turtlepartnership.com Planning and Completing An IBM Connections Upgrade
  • 2. • Admin  of  all  things  and  especially  quite   complicated  things  where  the  fun  is   • Working  with  security  ,  healthchecks,   single  sign  on,  design  and  deployment   of  Domino,  ST,  Connections  and  things   that  they  talk  to   • Stubborn  and  relentless  problem  solver   • Lives  in  London  about  half  of  the  time Let’s  talk  about  me  for  a  minute
  • 5. • Register  for  support  updates  so  you  get  notified  of   problems  and  fixes   • If  you  have  a  problem  that  is  resolved  by  a  fix  -­‐  apply  the   fix   • If  you  don't  have  a  problem  you  have  more  time  to  plan   Deciding  When  /  If  To  Upgrade
  • 6. • Register  for  subscriptions   • http://www-­‐01.ibm.com/software/support/einfo.html   • RSS  Feed  for  Connections  notifications Search  Fix  Central  for  any  updates  
  • 9. DB2 CUSTOMISATION FOLDER CONNECTIONS SHARE WAS DMGR Backing Up Connections Means Backing Up TDI db2  backup  database  peopledb  to   d:  with  2  buffers  buffer  1024   parallelism  1  compress  without   prompting   profilesdmgrbinbackupConfig.sh/bat  d: filename.zip  -­‐nostop  
  • 11. IM  controls  all  installs  and  updates   to  your  software   Once  you’ve  installed  something  via   IM  you  can’t  delete  IM  without  first   uninstalling  all  software  it  manages   Install  the  right  version  of  IM  in  the  right  directory   You  can’t  move  or  uninstall  it  once  you  start  using   it Working With Installation Manager
  • 13. Installation  Manager  -­‐  View  Installed  Packages Reviewing  installed  software
  • 14. Installation  Manager  -­‐  Modify,  Rollback,  Uninstall
  • 16. Applying DB2 Fixes • Download  the  DB2  fix  for  the  fixpack  you  need  from  FixCentral   • I  prefer  to  use  the  Universal  server  fixpack   • Extract  the  downloaded  file   • for  Linux  run  installFixPack  (from  universal  directory)   • for  Windows  run  setup.exe  (from  the  ESE  directory) Applying WAS Fixes • Using  online  repository  via   Installation  Manager   • Downloading  fix  files  from  Fix  Central   • Apply  to  every  server   • Rolling  back  fixes Applying TDI Fixes • Download  the  fixpack  you  need  from  Fix  Central   • Extract  the  zip  file  into  a  folder  where  there  should  be  a  new   UpdateInstaller.jar   • copy  that  file  into  IBMTDIV7.1maintenance   • Run  applyUpdates.bat/sh  from  IBMTDIV7.1bin   • -­‐queryreg  (current  components  and  versions)
  • 19. • applyUpdates.bat/sh  -­‐update  locationofzipfixfile   • when  all  components  are  updated  run  query  fix  again  to   confirm Applying  TDI  Fixes
  • 20. Applying  IBM  Connections  Application  Fixes 01 Download  the  fixes  from  Fix  Central   copy  to  a  “fixes”  directory  under   IBMConnectionsUpdateInstaller 02 From  the  AppServer bin  directory  run   setupCmdLine.sh  /bat 03 Go  to  a  command  line  and   from  the  UpdateInstaller   directory  run   “updateWizard.bat/sh”   The  installer  will  ask  you  if  you  have  backed  up  your  customizations  -­‐  don’t  lie  to  it  :-­‐)
  • 21. Updating  Connections  -­‐  Cumulative   Releases
  • 22. • There  should  be  an  IBM  technote  with  details  of  the   release   • For  v5  all  the  CRs  are  referenced  from  the  same   technote       • http://www-­‐01.ibm.com/support/docview.wss? uid=swg21683118   • The  technote  contains  details  of  all  the  CRs Planning  a  Cumulative  Release  Fix
  • 23. • The  CR  update  document  has  things  you  MUST  do  and   things  you  CAN  do   • MUST  DO   • Application  Updates   • DB  Schema  Updates   • Any  Filenet  or  Cognos  Updates MUST  Do
  • 24. • There  will  also  be  a  list  of  supported  versions  for  your   DB  server,  for  WAS,  for  LDAP,  for  Linux  and  Windows   • also  check  detailed  system  requirements  http:// www-­‐01.ibm.com/support/docview.wss? uid=swg27042395 CAN  Do
  • 25. WEBSPHERE Optional
 Verify you also install any iFixes with your WAS fix packs DB2 Optional Is your DB2 server used for anything else? DB2 SCHEMA CHANGES CONNECTIONS APPLICATIONS FILENET COGNOS Required when required, otherwise never upgrade
  • 26. WebSphere from profilesDmgr01bin backupConfig.xx <filename> - nostop 21 3 Customizations datasharedcustomizations Databases db2 backup database peopledb to d: with 2 buffers buffer 1024 parallelism 1 compress without prompting Updating  Connections  -­‐  Backing  Up
  • 27. • via  Installation  Manager   • Unzip  the  CR  update  file  e.g.  5.0.0.0-­‐IC-­‐Multi-­‐CR03-­‐ LO84244.zip  (there  is  a  single  file  for  multiple  OS)
 
 Updating  Connections  Applications
  • 28. Updating  Connections  Via  Installation  Manager
  • 29. Updating  Connections  Via  Installation  Manager
  • 30. • Before  starting  any  Connection  servers   • Check  the  logs   • c:programdataIBMInstallationManager   • IBMConnectionsversionlog   • Dmgr  SystemOut.log Verifying  The  Install  Step  1
  • 31. • The  nodeagent  on  the  application  server  profiles  should   be  started   • Dmgr  will  deploy  the  updated  apps  to  each  node   • Monitor  SystemOut.log  on  the  Dmgr  to  verify  when   the  apps  are  fully  deployed   • The  actual  files  are  deployed  from     • dmgrconfigcellscellnameapplications  To   • profilenameconfigcellscellnameapplications   • the  file  date/time  stamps  should  match Verifying  The  Install  Step  2.
  • 32. • Now  is  the  time  to  apply  the  DB  schema  changes   • Download  the  database  updates  zip  file  linked  to  from  the  update   document  http://www-­‐01.ibm.com/support/docview.wss? uid=swg21683118   • Use  the  readme  in  the  SQL  directory  to  find  the  commands  to  run   • make  sure  you  are  logged  in  as  the  DB2  administrator     • I  like  to  pipe  the  command  to  a  text  file  so  I  can  review  the  output  by   adding  >[outputfile]  after  each  line Step  3.  Stop  Here  Before  Starting  Any  Connections  
  • 33. If  you  don’t  update  the  DB  Schema  the  application   servers  will  still  start   the  applications  just  won’t  work   check  SystemOut.log  for  errors  relating  to  versions   of  the  db  schema
  • 34. • Sync  the  nodes   • Start  each  server  individually,  monitoring  the   SystemOut.log  for  any  errors   • Test  every  URL  works   • /files   • /blogs   • /communities  etc   • Test  the  search  works  by  using  the  search  validation  URL   • <hostname>/search/serverStatus  (case  sensitive) After  Any  Fixes  Or  Updates
  • 36. Side  by    Side  vs  In  Place  Upgrades
  • 37. • In  place  upgrades  mean  more  downtime   • No  opportunity  to  test  prior  to  cutover   • Any  issues  that  occur  in  Connections  post  upgrade  have   to  be  fixed  immediately   • Test  servers  enable  you  to  create  the  data  migration  xml   and  bat/sh  files  first  and  minimise  your  downtime  when   cutting  over  production Risks…