The document outlines the process of upgrading to Sametime 9.0.1, detailing pre-install planning, upgrade order, and database handling, particularly focusing on the necessity of LDAP migration and considerations for downtime. It emphasizes the importance of DNS resolution and proper server configurations during the upgrade process, including managing various server components and databases like DB2. Additional guidelines are provided for the installation of server components, potential issues during upgrades, and necessary migrations from previous Sametime versions.

1. New Way To Learn
Upgrading To
Sametime 9.0.1
Gabriella Davis
Technical Director
The Turtle Partnership
gabriella@turtlepartnership.com

2. 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

3. Planning Your Upgrade

4. What’s Your Starting Point?
❖ What’s already installed and in use?
❖ Do you want to add new servers / features
❖ Is this a good time to re-architect your existing
Community servers
❖ Introduce more HA or resilience

5. Upgrade Order
❖ DB2
❖ Installation Manager
❖ Sametime System Console
❖ Sametime Community Server
❖ Sametime Proxy Server
❖ Sametime Advanced Server
❖ Sametime Meeting Server
❖ ….. then the Media elements which we will discuss at next week’s
presentation

6. Pre-Install Planning
❖ When upgrading a cluster, all nodes must be upgraded
❖ The primary node must be upgraded first
❖ if that can’t be done then the non upgraded nodes
must be left offline until they can be upgraded
❖ or removed from the cluster entirely before upgrade
❖ Any custom WAS server jvm properties will be
overwritten during upgrade and will need to be
reapplied

7. LDAP
❖ Prior to Sametime 9.0.1 it was still possible to use a
native Domino format as a directory and not migrate to
LDAP
❖ 9.0.1 now only supports LDAP (including Domino as
LDAP) as a directory source
❖ If you haven’t already moved your Sametime
architecture to use LDAP as a directory you will need to
start by planning for that

8. In-place vs Side-by-Side
❖ How much downtime can you afford?
❖ side by side allows you to build separately and
switchover when complete, minimising downtime
❖ How much risk ?
❖ upgrading in place commits you to a irreversible path
once you start
❖ In place upgrades are only an option for Sametime 9.0
environments not 8.5.2

9. Side By Side For Pre 9.0
❖ 8.5.2 Upgrades must be done side by side
❖ The Policies must be migrated into a new SSC database
❖ The Meeting Server database must be updated with a
new schema
❖ The Sametime Advanced data tables must be updated

10. The Importance of DNS
❖ Communication between Sametime servers uses DNS entries
❖ DNS must resolve from every server to every other server
❖ This is especially true for servers in DMZs where DNS is typically not
present
❖ Some FQHN entries are stored within the client and when building side by
side should be “swapped” at the point of going live
❖ Community Servers
❖ Meeting Servers
❖ Sametime Proxy Servers
❖ Sametime Advanced Servers

11. Choosing an OS
❖ Is now the time to move OS to newer version or different
platform
❖ Most people haven’t upgraded the base OS since their
original install
❖ Newer OS are more secure and easier to patch
❖ Switching from Windows to Linux or any other supported
platform is fairly simple on a side by side build
❖ The only data we migrate are the actual DB2 databases
which are platform independent

12. Database Server
❖ IBM Sametime only supports DB2 as a database platform
❖ DB2 limited use is an entitlement with your Sametime 9.0.1 licensing if you
don’t already have DB2 licensed
❖ DB2 9.5 and 9.7 were supported for Sametime 8.5.2
❖ DB2 9.7 & 10.1 were supported for Sametime 9.0
❖ Change to entitlement for DB2
❖ if you already have DB2 licensed then DB2 workgroup and enterprise
9.7 , 10.1 and 10.5 are supported
❖ For new installs 10.5 limited use is available
❖ The entitlement for DB2 with Sametime does not support full database HADR

13. Database Upgrade or Migration

14. ❖ Once the upgrade is installed you can’t roll back
❖ The databases won’t be upgraded as part of the install
❖ They need to be upgraded post-install
❖ db2 upgrade database STSC .. etc
Upgrading DB2 In Place

15. New Install
❖ Install DB2 10.5 on a new server
❖ You will want to change the hostname of the new server to that of the old when
you changeover
❖ Backup DB2 databases (offline and simple)
❖ DB2 backup database STSC to <drive> with 2 buffers buffer 1024 parallelism 1
compress without prompting
❖ ensure <drive> letter is available on source and target machines
❖ Restore DB2 databases and automatically upgrade
❖ db2 restore database STSC user db2admin using <password> from
<backupfilelocation> (e.g. d:db2backup)
❖ If the upgrade fails, attempt a manual upgrade
❖ db2 upgrade database STSC

16. Pre-Install Checking
❖ DB2 ships with db2prereqcheck which verifies if the platform / OS you
are installing onto matches the criteria needed
❖ Always run this command using the extracted install directory of the
version you want to move to
❖ Since the installer removes the previous version, use this to verify
support for the new version before starting any install

17. ❖ E:SoftwareDB2UNIVERSALdb2windowsutilities>db2ckupgrade.exe -e -l e:db2upgrade.log
❖ Version of DB2CKUPGRADE being run: VERSION "10.5"
Database: "STADV"
DBT5537I The db2ckupgrade utility has completed
processing for database "STADV".
Database: "STSC"
DBT5537I The db2ckupgrade utility has completed
processing for database "STSC".
Database: "STMS"
DBT5537I The db2ckupgrade utility has completed
processing for database "STMS".
Database: "STPS"
DBT5537I The db2ckupgrade utility has completed
processing for database "STPS".
DBT5508I The db2ckupgrade utility completed
successfully. The database or databases can be upgraded.
DB2CkUpgrade

18. DB2 Fails To Start on Windows 2008
❖ Install Visual C++ redistributable package for Windows
2008 SP1
❖ Technote : http://www-01.ibm.com/support/
docview.wss?uid=swg21612462
❖ Install both the 32bit and 64bit versions from
Microsoft for 64bit DB2

19. Pre-Install Patches
❖ IBM recommend servers be patched to certain levels before attempting an upgrade
❖ There’s a technote to check for latest versions for 9.0.1
❖ URL from documentation http://www-01.ibm.com/support/docview.wss?
uid=swg21971604 (it currently doesn’t exist)

20. Guidelines When Upgrading
❖ If upgrading WebSphere make sure the Deployment Manager is started but not the Application servers or
nodes
❖ If upgrading the System Console make sure the node agent is started and the System Console before starting
Installation Manager (IIM)
❖ Similarly ensure the node agent and application server is started for Meeting when upgrading meetings
and so on
❖ If any servers are set to anything other than “stopped’ under JVM monitoring - change that before you start
upgrading

21. Installation Manager

22. Documentation says
1.8.4.1 but the system
requirements say that and
above

23. This is a simple upgrade
over the top of the existing
install maintaining all the
existing packages
Don’t Reinstall IIM
❖ You can’t uninstall IIM without uninstalling all the
software it installed such as the Sametime components
❖ If you install into a new directory you can’t use IIM to
upgrade the existing components as it won’t see them

24. Upgrade all servers with the same version of IIM
before starting

25. WebSphere

26. Upgrade WebSphere On Every Server

27. If you downloaded the
fixpack extract it to a folder and
choose “Add Repository” to
navigate to the repository.config
file in that folder
If the server can connect to
the internet then you needn’t
download the Websphere fixpack.
The server will search IBM’s
online repositories

28. The current recommended
version is 8.5.5.8 so we will install
that rather than 8.5.5.0
make sure this
box isn’t ticked

29. By default the installer will
choose the packages you already
have installed when applying an
update

30. Upgrades into the same
package and the same directory
Since we are using IIM we can
rollback this version at any time

31. Sametime System Console

32. Moving from 8.5.2
❖ The Sametime policies must be exported
(exportPolicies)
❖ A new STSC database must be created (createSCDB)
❖ The exported policies must be imported (importPolicies)
❖ Use the scripts in the extracted install files
DatabaseScripts directory

33. The Sametime components
aren’t available from the online
repositories so must be
downloaded.
Once
the installers are
extracted there will be a
repository.config file in each
install directory which
you need to

34. Note all the servers (this is a test
machine where everything is
installed) are still on 9.0.0.0

35. Start the System Console node and
server before starting the upgrade

36. ❖ I only get offered the System Console to upgrade
❖ This can be for two reasons
❖ I only defined the System Console repository in Installation
Manager
❖ Only the System Console is installed on this server

37. The deployment
manager must be started so
IIM can login and validate
the install

40. Once updated I can
login to the System Console
and confirm what version is
installed

41. Post SSC Upgrade
Choose Manage Policies then
“Edit Policy Settings”
On the Edit Policy Settings
screen select “Update Policies”

42. Community Server(s)

43. Backup Files On Community Server
❖ IBM recommends backing up
❖ names.nsf, vpuserinfo.nsf, stconfig.nsf, sametime.ini and STRunTimeDebugTool.jar
❖ I would strongly suggest backing up STCore.jar as well

44. Launching The Installer

49. Installer Logs

50. Community Server Services Fail
❖ After upgrading successfully some of the Sametime
services fail to start such as the PolicyServlet
❖ The console reports the the PolicyServlet can’t be
found
❖ It’s missing from STCore.jar and should be merged
with your backup (until IBM release a fix)
❖ Details on this are on my blog http://bit.ly/1RqWrKa

51. Community Server Services Fail
STCore.jar from 9.0.1 install
Only 4 Servlets
STCore.jar from 9.0 install
All 6 Servlets

52. Sametime Proxy Server

53. Added the ST Proxy
repository and unchecked the
SSC repository

54. Tell IIM to search for a
Sametime component
repository

56. Logging into the System
Console (which must be
running)

57. Logging into the ST Proxy
Server (which must be
running)

61. Verifying Virtual Hosts
❖ Check all the server ports are still mapped in the virtual host for the ST Proxy server
❖ check the other hosts including default and admin host to ensure the ports do
not appear in either of those

62. Remapping Application Modules

63. Remapping Application Modules
All modules should be
mapped to the same host but
default_host is wrong
Choose the correct virtual
host and apply

64. IBM Connections Chat!

65. Sametime Advanced Server

66. Migrating From Sametime Advanced 8.5.2
❖ The STADV database must be updated with new data entries
❖ http://ibm.co/1OXozdw
❖ db2 connect to STADV
❖ INSERT INTO ORGCOL.PC_SETTING (SETTING_NAME,SETTING_TYPE,SETTING_VALUE)
VALUES ('admin.only.delete', 3, 'false');
❖ INSERT INTO ORGCOL.PC_SETTING (SETTING_NAME,SETTING_TYPE,SETTING_VALUE)
VALUES ('remove.invalid.members', 3, 'true');
❖ INSERT INTO ORGCOL.PC_SETTING (SETTING_NAME,SETTING_TYPE,SETTING_VALUE)
VALUES ('wildcard.search.enabled', 3, 'false');

67. Added the ST
Advanced repository and
unchecked the previous
repositories

69. Logging into the System
Console (which must be
running)

70. Logging into the ST
Advanced Server (which must
be running)

73. Make sure there’s a virtual
host for the ST Advanced
application

74. Map the fully qualified
hostname and the ports used by
the ST Advanced server. Make sure
none of these exist in default or
admin host
You can map multiple hostnames
so long as they all resolve to the
server

76. Click here to select all
Modules
Expand here to choose
virtual host to map

77. IBM Sametime Advanced!

78. Sametime Meeting Server

79. Migrating From Sametime Meetings 8.5.2
❖ The STMS (Meetings db) needs to be updated to a new
schema
❖ From the DatabaseScripts folder in the extracted ST
Meeting server install files
❖ applyDDLUpdate.bat
migration_meetingserver_ddl_filename STMS
db2admin

80. Added the ST Meeting repository - these
would only all be in the same IIM if they are
all installed on the same server

81. Most of the servers are
upgraded at this point

83. Login to the SSC
Validate with the
Meeting Server which
must be running

85. Make sure there’s a virtual
host for the ST Meeting
application
Map the fully qualified
hostname and the ports used by
the ST Meeting server. Make sure
none of these exist in default or
admin host
Since I have a WAS
Proxy in front of the
meeting server I also map
ports 80 and 443

88. All the modules
should be remapped to the
correct virtual host
stmeet_host

90. Sametime Meeting Server

91. Enabling Whiteboard Services
❖ Not officially supported or documented*
❖ Thanks to Ben Williams @ Portal (collaborationben.com) for
finding the documentation for this last week
❖ *so maybe you shouldn’t be doing it…

92. Step 1. Mapping The Module
❖ Enterprise Application - Sametime Meeting Server -
Manage Modules
Make sure Core
Whiteboard Services is mapped to
the STMeetingServer NOT the
deployment manager

93. Step 2: Enabling Whiteboard Services

94. Next Week:
Working With Sametime Mobile Applications
Audio / Video Architecture
gabriella@turtlepartnership.com
http://turtleblog.info