Preparing for the installation upgrade

About this task

This section explains what you need to do before you install the Rational Synergy software.

Perform these pre-installation steps:

Planning the upgrade

About this task

Before you run Rational Synergy Release 7.1 on a database, that database must have been upgraded to the 7.1 level and must contain a 7.1 model.

The UNIX server software must be installed and Informix database servers must be upgraded by following these instructions. In addition, all Windows users must also have the 7.1 client installed. You cannot use older clients with 7.1 servers (nor vice versa). To learn how to install Windows clients, see the Rational Synergy Installation Guide for Windows.

Before starting the upgrade:

Procedure

  1. Note the server you are upgrading, and list the databases on that server.
  2. Notify the users of those databases that are not available during the entire upgrade process.
  3. Agree on a schedule.
  4. Ensure that you have read the following sections of the Rational Synergy Information Center:
    • Readme for Release 7.1
    • Installing
    • Administering
  5. Print a copy of the Overview, to mark as you proceed.

Obtaining license information

About this task

To install and run the Rational Synergy software, you need a valid IBM® Rational® License Server. For detailed information, see the Licensing Guide document on the Rational Synergy Information Center (http://publib.boulder.ibm.com/infocenter/rsdp/v1r0m0/index.jsp).

The Rational Directory Service (RDS) is also a prerequisite if you intend to run Synergy sessions in Web mode.

For updated server information, see the Rational Directory Server Product Manual, available on the Rational Synergy Information Center (http://publib.boulder.ibm.com/infocenter/rsdp/v1r0m0/index.jsp).

Saving the previous installation

About this task

Regardless of the release from which you are upgrading, back up your previous installation. Backing up your previous installation is an important safeguard and must not be skipped. To save your previous installation, first back up the previous installation. Then, save the previous configuration files.

To save the previous installation:

Procedure

  1. Back up a previous UNIX installation:
    1. Save all files in the Rational Synergy installation directory ($CCM_HOME).
    2. Save all files in the home directories for the ccm_root user.
    3. Save all files in the home directories for the informix user - This information does not apply to users running on Oracle.
    4. Save any system start-up and configuration files in:

      /etc/services
      /etc/rc*.d
      /etc.init.d

      or equivalent files.

  2. Save the previous configuration files.

    If you use Rational Change, save the previous ptcli configuration file if you have modified it. The ptcli file is located in:

          /usr/local/ccm70/etc/ptcli.cfg

Backing up all databases

About this task

As user ccm_root, use the ccmsrv status command to view all of your databases. Then, regardless of the release from which you are upgrading, back up each of your databases before the upgrade.

Note: Backing up your databases is an important safeguard and must not be skipped. For more information about backing up databases, see the "Back Up a Database" section of the Rational Synergy Administration Guide for UNIX or Rational Synergy Administration Guide for UNIX on Oracle.

If you anticipate that the upgrade will still run when your regular scheduled backups, builds, DCM transfers, and other background jobs are run, temporarily disable those scheduled activities. You must remember to turn them back on after the upgrade.

Use your normal procedures for backing up your databases. You might need to use the ccmdb backup, ccmdb pack, ccmdb dump, or ccmsrv archive commands. If you have a customized model database, remember to back it up as well as all your production databases.

Shutting down the previous Synergy databases

About this task

You must shut down all the databases on the server to be upgraded. Informix users must not shut down the database server itself.

To shut down the previous Synergy databases:

Procedure

  1. Shut down all sessions running on the old installation directory. As user ccm_root, run the ccmdb shutdown command on each active database.
    $ su - ccm_root
    ccm_root$ CCM_HOME=/usr/local/ccm70; export CCM_HOME
    ccm_root$ PATH=$CCM_HOME/bin:$PATH; export PATH
    ccm_root$ ccmdb shutdown database_path      (for each database)
  2. Still as user ccm_root, stop the Rational Synergy daemons running on this server. If this server is the only server still running the earlier releases, shut down all daemons:
    ccm_root$ ccm_stop_daemons

    If there are other servers still running on the same earlier release, shut down only the object registrar and ESD processes running on this server. Use ccm monitor to view a list of CM processes, and kill the object registrars and ESD processes running on this server.

Results

Note: There might be object registrars and ESD processes from multiple servers running on the same machine. Be careful to shut down only the ones running for the server you are upgrading.

Upgrading the operating system

About this task

To see a list of operating system versions that the Rational Synergy Release 7.1 supports, see the Readme.

If relevant, upgrade your operating system now, after you have shut down your previous installations running on the older operating system version, and before you install a new Rational Synergy release that requires a newer operating system version.

If your previous release does not run on your upgraded operating system, make sure that you have an up-to-date pack file for each of your databases. After you have upgraded the operating system and installed Rational Synergy Release 7.1, you must unpack your databases to a new database server. Follow the Overview.


Feedback