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ISBG 2016
Planning and Completing
an IBM Connections
Upgrade
Gabriella Davis
The Turtle Partnership
gabriella@turtlepartnership.com
Who Am I?
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,	Connec>ons	and	things	that	
they	talk	to	
Stubborn	and	relentless	problem	solver	
Lives	in	London	about	half	of	the	>me	
gabriella@turtlepartnership.com	
twiDer:	gabturtle	
Awarded	the	first	IBM	Life>me	
Achievement	Award	for	Collabora>on	
Solu>ons
Planning
What Are We Dealing With?
❖ Fixes
❖ WebSphere
❖ Applications
❖ Fixpacks
❖ Tivoli
❖ DB2 /SQL etc
❖ CRs (Cumulative Releases)
❖ .. and now Day 1 fixes
Deciding When / If To Upgrade
❖ 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
Search Fix Central for any updates
❖ Register for subscriptions
❖ http://www-01.ibm.com/software/support/
einfo.html
❖ RSS Feed for Connections notifications
Subscription Options By Product
Before Any Fixes Or Updates
❖ Backup WebSphere
❖ profilesdmgrbinbackupConfig.sh/bat d:filename.zip -nostop
❖ Backup the databases
❖ db2 backup database peopledb to d: with 2 buffers buffer 1024
parallelism 1 compress without prompting
❖ Read all the documentation
❖ http://www-01.ibm.com/support/knowledgecenter
❖ Download all the necessary files
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
❖ You can upgrade it to the latest version
though
Reviewing Installation History
Reviewing installed software
❖ Installation Manager - View Installed Packages
Installation Manager - Modify, Rollback, Uninstall
Applying WebSphere Fixes
Applying WebSphere Fixes
❖ Using online repository via Installation Manager
❖ Downloading fix files from Fix Central
❖ Apply to every server
❖ Rolling back fixes
Applying FixPacks
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)
❖ also db2prereqcheck
❖ for Windows run setup.exe (from the ESE directory)
Verifying DB2
db2level
Verifying DB2
db2licm	-l
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)
Applying TDI Fixes
❖ applyUpdates.bat/sh -update locationofzipfixfile
❖ when all components are updated run query fix again to
confirm
Applying Interim Connections Application Fixes
❖ Download the fixes from Fix Central
❖ copy to a “fixes” directory under IBMConnections
UpdateInstaller
❖ From the AppServerbin directory run setupCmdLine.sh /bat

❖ Go to a command line and from the UpdateInstaller directory
run “updateWizard.bat/sh”
❖ It will ask you if you have backed up your customizations - don’t
lie to it :-)
Connections 5.5 Fixes
❖ Day 1 fixes for database and migration wizards
❖ CR1 fixes May 16 2016
Updating Connections -
Cumulative Releases
Planning a Cumulative Release Fix
❖ 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
❖ The details for CR1 for Connections 5.5 and the Day 1 fixes are
here
• http://www-01.ibm.com/support/docview.wss?
uid=swg21972646
MUST Do
❖ 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
CAN 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
Deciding What To Upgrade & In What Order
❖ WebSphere (optional?)
❖ Verify you also install any iFixes with your WAS fix packs
❖ DB2 (optional?)
❖ Is your DB2 server used for anything else?
❖ Connections Applications
❖ DB Schema Changes
❖ FileNet
❖ Cognos
Updating Connections - Backing Up
❖ WebSphere
❖ from profilesDmgr01binbackupConfig.xx
<filename> -nostop
❖ Customizations
❖ datasharedcustomizations ..
❖ Databases
❖ db2 backup database peopledb to d: with 2 buffers
buffer 1024 parallelism 1 compress without prompting
Updating Connections Applications
❖ 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 Via Installation Manager
Updating Connections Via Installation Manager
Verifying The Install Step 1
❖ Before starting any Connection servers
❖ Check the logs
❖ c:programdataIBMInstallationManager
❖ IBMConnectionsversionlog
❖ Dmgr SystemOut.log
Verifying The Install Step 2.
❖ 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
Step 3. Stop Here Before Starting Any Connections Servers
❖ 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 (v5)
❖ http://www-01.ibm.com/support/docview.wss?uid=swg21972646 (v5.5)
❖ 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
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
After Any Fixes Or Updates
❖ 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)
Upgrading Connections - New Releases
Hello 5.5 !
In-Place vs Side By Side
❖ Upgrading from 5.0 - 5.5 can be done in place or side by
side
❖ I avoid upgrading in place since there’s no way to
back out once you start
❖ It does mean running duplicate hardware until you
cutover to the new environment
❖ but it’s much safer and lower risk
Planning
❖ Installing Connections 5.5 is a small part of what you will need
to plan for
❖ If you are doing an in-place upgrade you will have to uninstall
the Connections applications before installing the latest version
Planning
❖ DB2 installation and patching
❖ TDI installation and patching
❖ Verify the Linux libraries and OS are at the right level
❖ Creating 5.0 databases to match the source data
❖ Patch the databases to match the source data
❖ THEN…..
Planning
❖ Writing migration XML and script files to move the DB data
❖ Migrate the DB data
❖ Upgrade all the databases to v5.5 DB Schema
❖ Exporting artifacts from the existing environment
❖ Backing up and restoring the databases that aren’t migrated
but need to be reused eg. FEBDB, FNOS, FNGCD
❖ Installing and patching WAS
❖ THEN…..
Planning - More
❖ INSTALL CONNECTIONS…
❖ Upgrade to the latest CR that Connections supports (CR1)
❖ Upgrade all the databases to the latest CR DB Schema
❖ Import the artifacts that you exported from 5.0
❖ Migrate the SSL keydb from source to destination
❖ Import the WAS internal key into the keydb
❖ Copy the shared content stores
❖ Copy the local search to one node
❖ Copy over the customisations and verify they still work
❖ Synchronise files in communities

Test All Existing Customisations
❖ In any Connections environment I recommend
deploying a test server
❖ All components other than Cognos can be installed on
one server
❖ Having a test server enables Customisations, iFixes and
Interim fixes to be tested before deploying to production
Things To Watch Out For…
❖ The keydb used by IHS must have the WAS certificate from
the deployment manager installed
❖ If you buy a 4096 SSL certificate you need to configure
WebSphere to support that by using unrestricted java
library files
❖ The XML files imported as part of the artifacts import may
not work as expected on Connections 5.5
• There may be configuration settings that are no longer
supported to in the wrong syntax
Connections 5.5 Day 1 Fixes
❖ IBM released a number of critical, required Connections, database and
Cognos fixes on the day Connections 5.5 became available.
❖ These should be used as your primary install files , not the ones you
download from Passport Advantage
❖ They are also available as part of the CR1 downloads
❖ Make sure you download all these files before starting your install or
migration
• Instructions and download links are all here
• http://www-01.ibm.com/support/docview.wss?uid=swg21972646
Connections 5.5 Day 1 Fixes
• There is a new DB Wizard to be used for creating or upgrading databases
• http://ibm.co/1Pnwwqx (Windows) http://ibm.co/1WShfiU (*ix)
• There is a new UpdateInstaller file for Connections to enable the new
fixes to be applied http://ibm.co/1VvIBtN
• There are new iFixes for Connections http://ibm.co/1nDjtH6
• There is a new migration tool if you are moving from an earlier version
of Connections which brings in your artifacts and configuration files
http://ibm.co/1KfI1Qc
• There is a new Cognos wizard to be used when deploying Cognos
http://ibm.co/20bCTnH (Windows)
Connections 5.5 CR1
❖ There is an update to the homepage DB
❖ There are Connections updates that can be installed via
Installation Manager
Thank you
Questions?

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Planning and Completing an IBM Connections Upgrade

  • 1. ISBG 2016 Planning and Completing an IBM Connections Upgrade Gabriella Davis The Turtle Partnership gabriella@turtlepartnership.com
  • 4. What Are We Dealing With? ❖ Fixes ❖ WebSphere ❖ Applications ❖ Fixpacks ❖ Tivoli ❖ DB2 /SQL etc ❖ CRs (Cumulative Releases) ❖ .. and now Day 1 fixes
  • 5. Deciding When / If To Upgrade ❖ 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
  • 6. Search Fix Central for any updates ❖ Register for subscriptions ❖ http://www-01.ibm.com/software/support/ einfo.html ❖ RSS Feed for Connections notifications
  • 8. Before Any Fixes Or Updates ❖ Backup WebSphere ❖ profilesdmgrbinbackupConfig.sh/bat d:filename.zip -nostop ❖ Backup the databases ❖ db2 backup database peopledb to d: with 2 buffers buffer 1024 parallelism 1 compress without prompting ❖ Read all the documentation ❖ http://www-01.ibm.com/support/knowledgecenter ❖ Download all the necessary files
  • 9. 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 ❖ You can upgrade it to the latest version though
  • 11. Reviewing installed software ❖ Installation Manager - View Installed Packages
  • 12. Installation Manager - Modify, Rollback, Uninstall
  • 14. Applying WebSphere Fixes ❖ Using online repository via Installation Manager ❖ Downloading fix files from Fix Central ❖ Apply to every server ❖ Rolling back fixes
  • 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) ❖ also db2prereqcheck ❖ for Windows run setup.exe (from the ESE directory)
  • 19. 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)
  • 20. Applying TDI Fixes ❖ applyUpdates.bat/sh -update locationofzipfixfile ❖ when all components are updated run query fix again to confirm
  • 21. Applying Interim Connections Application Fixes ❖ Download the fixes from Fix Central ❖ copy to a “fixes” directory under IBMConnections UpdateInstaller ❖ From the AppServerbin directory run setupCmdLine.sh /bat
 ❖ Go to a command line and from the UpdateInstaller directory run “updateWizard.bat/sh” ❖ It will ask you if you have backed up your customizations - don’t lie to it :-)
  • 22. Connections 5.5 Fixes ❖ Day 1 fixes for database and migration wizards ❖ CR1 fixes May 16 2016
  • 24. Planning a Cumulative Release Fix ❖ 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 ❖ The details for CR1 for Connections 5.5 and the Day 1 fixes are here • http://www-01.ibm.com/support/docview.wss? uid=swg21972646
  • 25. MUST Do ❖ 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
  • 26. CAN 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
  • 27. Deciding What To Upgrade & In What Order ❖ WebSphere (optional?) ❖ Verify you also install any iFixes with your WAS fix packs ❖ DB2 (optional?) ❖ Is your DB2 server used for anything else? ❖ Connections Applications ❖ DB Schema Changes ❖ FileNet ❖ Cognos
  • 28. Updating Connections - Backing Up ❖ WebSphere ❖ from profilesDmgr01binbackupConfig.xx <filename> -nostop ❖ Customizations ❖ datasharedcustomizations .. ❖ Databases ❖ db2 backup database peopledb to d: with 2 buffers buffer 1024 parallelism 1 compress without prompting
  • 29. Updating Connections Applications ❖ 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)
 

  • 30. Updating Connections Via Installation Manager
  • 31. Updating Connections Via Installation Manager
  • 32. Verifying The Install Step 1 ❖ Before starting any Connection servers ❖ Check the logs ❖ c:programdataIBMInstallationManager ❖ IBMConnectionsversionlog ❖ Dmgr SystemOut.log
  • 33. Verifying The Install Step 2. ❖ 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
  • 34. Step 3. Stop Here Before Starting Any Connections Servers ❖ 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 (v5) ❖ http://www-01.ibm.com/support/docview.wss?uid=swg21972646 (v5.5) ❖ 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
  • 35. 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
  • 36. After Any Fixes Or Updates ❖ 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)
  • 37. Upgrading Connections - New Releases Hello 5.5 !
  • 38. In-Place vs Side By Side ❖ Upgrading from 5.0 - 5.5 can be done in place or side by side ❖ I avoid upgrading in place since there’s no way to back out once you start ❖ It does mean running duplicate hardware until you cutover to the new environment ❖ but it’s much safer and lower risk
  • 39. Planning ❖ Installing Connections 5.5 is a small part of what you will need to plan for ❖ If you are doing an in-place upgrade you will have to uninstall the Connections applications before installing the latest version
  • 40. Planning ❖ DB2 installation and patching ❖ TDI installation and patching ❖ Verify the Linux libraries and OS are at the right level ❖ Creating 5.0 databases to match the source data ❖ Patch the databases to match the source data ❖ THEN…..
  • 41. Planning ❖ Writing migration XML and script files to move the DB data ❖ Migrate the DB data ❖ Upgrade all the databases to v5.5 DB Schema ❖ Exporting artifacts from the existing environment ❖ Backing up and restoring the databases that aren’t migrated but need to be reused eg. FEBDB, FNOS, FNGCD ❖ Installing and patching WAS ❖ THEN…..
  • 42. Planning - More ❖ INSTALL CONNECTIONS… ❖ Upgrade to the latest CR that Connections supports (CR1) ❖ Upgrade all the databases to the latest CR DB Schema ❖ Import the artifacts that you exported from 5.0 ❖ Migrate the SSL keydb from source to destination ❖ Import the WAS internal key into the keydb ❖ Copy the shared content stores ❖ Copy the local search to one node ❖ Copy over the customisations and verify they still work ❖ Synchronise files in communities

  • 43. Test All Existing Customisations ❖ In any Connections environment I recommend deploying a test server ❖ All components other than Cognos can be installed on one server ❖ Having a test server enables Customisations, iFixes and Interim fixes to be tested before deploying to production
  • 44. Things To Watch Out For… ❖ The keydb used by IHS must have the WAS certificate from the deployment manager installed ❖ If you buy a 4096 SSL certificate you need to configure WebSphere to support that by using unrestricted java library files ❖ The XML files imported as part of the artifacts import may not work as expected on Connections 5.5 • There may be configuration settings that are no longer supported to in the wrong syntax
  • 45. Connections 5.5 Day 1 Fixes ❖ IBM released a number of critical, required Connections, database and Cognos fixes on the day Connections 5.5 became available. ❖ These should be used as your primary install files , not the ones you download from Passport Advantage ❖ They are also available as part of the CR1 downloads ❖ Make sure you download all these files before starting your install or migration • Instructions and download links are all here • http://www-01.ibm.com/support/docview.wss?uid=swg21972646
  • 46. Connections 5.5 Day 1 Fixes • There is a new DB Wizard to be used for creating or upgrading databases • http://ibm.co/1Pnwwqx (Windows) http://ibm.co/1WShfiU (*ix) • There is a new UpdateInstaller file for Connections to enable the new fixes to be applied http://ibm.co/1VvIBtN • There are new iFixes for Connections http://ibm.co/1nDjtH6 • There is a new migration tool if you are moving from an earlier version of Connections which brings in your artifacts and configuration files http://ibm.co/1KfI1Qc • There is a new Cognos wizard to be used when deploying Cognos http://ibm.co/20bCTnH (Windows)
  • 47. Connections 5.5 CR1 ❖ There is an update to the homepage DB ❖ There are Connections updates that can be installed via Installation Manager