Preparing for the installation upgrade

This section explains what you must do before you install the Rational® Synergy software.

About this task

  1. Review the Installation requirements and issues
  2. Planning the upgrade
  3. Obtaining license information, if applicable
  4. Saving the previous installation
  5. Backing up all databases
  6. Packing previous databases
  7. Shutting down the previous Rational Synergy releases, in some situations
  8. Upgrading the operating system, if necessary

Planning the upgrade

Before you run Rational Synergy Release 7.2 or later on a database, that database must have been upgraded to the 7.2 or later level and must contain a 7.2 or later model.

About this task

The Windows server software must be installed and Informix database servers must be created by following these instructions. In addition, all Windows users must also have the 7.2 or later client installed. You cannot use older clients with 7.2 or later servers (nor vice versa). To learn how to install Windows clients, see the installation documentation.

Procedure

  1. Decide where the new server is to be and what its configuration is.
  2. Make a list of the databases to be moved to that new server as they are upgraded.
  3. Notify the users that the databases are not available during the upgrade process.
  4. Agree on a schedule.
  5. Optionally, you can move a database from Windows to UNIX by packing on Windows and unpacking on UNIX. You can move a database from UNIX to Windows by packing on UNIX and unpacking on Windows (either before or after upgrading the UNIX database).
  6. Ensure that you have read the following sections of the Rational Synergy Information Center:
    • Readme file for Release 7.2 or later
    • Installing
    • Administering
  7. Print a copy of the Upgrading to a new server overview, to mark as you proceed.

Obtaining license information

To install and run the Rational Synergy software, you need a valid IBM Rational License Server.

Procedure

Saving the previous installation

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.

Procedure

  1. Back up a previous Windows server installation by saving all the files in the Rational Synergy installation directory.
  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 Program Files\IBM\Rational\Synergy\7.2x\etc\ptcli.cfg.

Backing up all databases

As the CM Administrator, 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.

About this task

Note: Copying your databases is both an important safeguard and a critical part of this upgrade process, and must not be skipped. For more information about backing up databases, see Database backup.

Procedure

  1. If you anticipate that the upgrade cannot run when your regular scheduled backups, builds, DCM transfers, and other background jobs are running, temporarily disable those scheduled activities.
  2. Turn the scheduled activities back on after the upgrade.

Results

You can use your normal procedures for backing up your databases. However, read Packing previous databases for more information about the need for a copy of the databases. If you have a customized model database, remember to back it up with all of your production databases.

Packing previous databases

You must copy your databases from your previous release into a Rational Synergy 7.2 or later server. Use ccmdb pack and ccmdb unpack. If your normal backup procedure is to use ccmsrv archive or some other method, you must use ccmdb pack instead of or in addition to your normal backup procedures.

Procedure

Pack the database.
ccmdb pack unc_database_path /to packfile

Shutting down the previous Rational Synergy releases

Typically, you are not required to shut down your previous releases of Rational Synergy before installing Release 7.2 or later. You must shut down your previous release only if you must delete and replace your existing Informix database server instead of creating an entirely new and separate Informix database server (not recommended).

Procedure

  1. Log on as the CM Administrator on the server being upgraded.
  2. Using your previous installation, shut down all current sessions running on this server by using the ccmdb shutdown command on each active database.

    Start a command window with the path set to your previous installation.

    Start > All Programs > IBM Rational > IBM Rational Tools > IBM Rational Synergy > CM command prompt

    ccmdb shutdown database_path 

Deleting databases from the previous Informix database server

If you have shut down your previous release, and you want to reuse the disk space used by your previous Informix database server, you must first delete all databases from the previous server.

About this task

Note: Do not delete your databases from the previous Informix database server until you are sure that you have good backups.

Procedure

  1. Make sure that you have a successful backup of all your databases.
  2. Log on as the CM Administrator on the database server.
  3. Point to your old installation directory.

    Start a command window with the path set to your previous installation.

    Start > All Programs > IBM Rational > IBM Rational Tools > IBM Rational Synergy > CM command prompt

  4. Get a list of databases.
    ccmsrv status [/s servername]
  5. Remove each database.
    ccmdb delete unc_database_path

Removing the previous installation and database server

If you no longer need your old release or to delete your database server and reuse its disk space, you can uninstall the previous release now.

About this task

During the uninstall, you can select the option to delete the Informix database server. This step is safe if you have taken a copy of all the databases on the server as described earlier.

Note: Do not delete the previous Rational Synergy installation until you are sure that you have a good backup or another copy of the previous release.

Upgrading the operating system

If relevant, upgrade your operating system.

About this task

To see a list of operating system versions that are supported by Rational Synergy Release 7.2 or later, see the Readme file.

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

Alternatively, set up a new computer with the newer operating system, and upgrade to Rational Synergy Release 7.2 or later on that system following this checklist.


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