Considerations for upgrading ClearQuest server components

Review changes in ClearQuest® version 8.0 that affect the installation, upgrade, and configuration processes for ClearQuest Web server components. These changes affect the installation, configuration, and administration processes for ClearQuest server components such as Rational® ClearQuest Web, Reporting, Full Text Search, and authentication.

Upgrading ClearQuest CM server from version 7.x to ClearQuest Web server version 8.x

In ClearQuest version 8.0, the new name for the ClearQuest CM is ClearQuest Web server. The installation process for ClearQuest server components was also changed so you can manage and configure the WebSphere® Application Server and IBM® HTTP Server environments independent of the ClearQuest environment.

As a result, you must install the WebSphere Application Server and IBM HTTP Server software separately before you upgrade any ClearQuest server components. This change affects these ClearQuest server components:

  • ClearQuest CM server
  • Full Text Search Server
  • Report Launcher for ClearQuest
  • Report Server for Crystal Reports

Installing WebSphere Application Server and IBM HTTP Server

Before you can upgrade ClearQuest server components, you must install the WebSphere Application Server and IBM HTTP Server software. You must decide whether to install version 7.0 or version 8.0:
  • If you select WebSphere Application Server and IBM HTTP Server version 7.0, you can upgrade to any ClearQuest 8.0.0.x release.
  • If you select WebSphere Application Server and IBM HTTP Server version 8.0, you must upgrade to ClearQuest version 8.0.0.1 or later.
Tip:
  • Be careful when overriding default port number assignments during the upgrade process. During upgrade or installation operations, default port numbers are assigned to ensure that each port is unique. For example, if the default port for profile AppSrv01 created in WebSphere Application Server version 7.0 is port 9080, when you upgrade to version 8.0, the default port that is assigned to AppSrv01 is 9081. If you override the default port number, you risk introducing port number conflicts.
  • You cannot modify profile security settings during an upgrade. Use the WebSphere Application Server console to manage WebSphere Application Server administrative security.
  • Restart Installation Manager between successive operations if you are not prompted to restart the system.
Restriction:

Because the ClearQuest application server architecture and installation process is different between versions, the rollback operation is not supported for these upgrade scenarios.

  • Upgrade from ClearQuest version 7.x to version 8.x.
  • Upgrade from a ClearQuest version 8.0 deployment on WebSphere Application Server 7.0 to a ClearQuest version 8.0.0.x deployment with WebSphere Application Server 8.0.
In these cases, the only way to restore the previous version is to completely remove the new version and reinstall the previous version. product

ClearQuest Report Server and reporting components

ClearQuest version 8.0 introduces a new reporting strategy that might affect your upgrade process. If your upgrade plan includes updating or adding support for Rational ClearQuest reporting, see Changes in ClearQuest reporting environment from ClearQuest version 7.1.x and earlier for information about these changes.

ClearQuest Web, Report Launcher, and Report Server are all installed in the same WebSphere Application Server profile. When you upgrade or move to a new WebSphere Application Server profile, all of these components must be upgraded or moved together.

Upgrading Full-Text Search

If your ClearQuest Web deployment includes the Full-Text Search component, you must complete certain steps before you upgrade or apply fix packs. These steps ensure a successful upgrade and preserve full-text search configuration and data after the new software is installed. The required steps depend on the ClearQuest version you are upgrading from and how the full-text search feature was configured. For more information, see Scenarios for setting up and configuring full-text search.

Upgrading from ClearQuest version 7.1.x to version 8.x

If you downloaded and installed ClearQuest 7.1.x Full-Text Search Administrator tool from the DCF download website, you must remove or rename the full-text search script cqtsadmin.pl and the CQTsAdmin directory in the ClearQuest 7.1.x home directory before you upgrade this component. The default location for these resources is:
  • Windows:C:\Program Files\IBM\RationalSDLC\ClearQuest\
  • UNIX/Linux:/opt/ibm/RationalSDLC/clearquest/

If the Full-Text Search Administrator tool was not used for the original Full-Text Search deployment, see Technote # 1515900 Upgrading and Migrating ClearQuest 7.1.x Full-Text Search to ClearQuest 8.0 when the Full-Text Search Administrator tool was not used for the original Full-Text Search deployment

Upgrading or applying fix packs for ClearQuest version 8.x deployments

During the ClearQuest version 8.x installation process, the software for the Full -Text Search Server feature is copied into the WebSphere profile for the ClearQuest Web application. After installation, you configure the full-text search for your environment. To preserve this information when you upgrade, remove the feature, or apply fix packs, you must back up and restore the full-text search configuration and data. These commands are available for backing up and restoring the full-text search information:
  • cqtsadmin.pl -prep_upgd_was_profiles
  • cqtsadmin.pl --restore_was_profiles

If you are upgrading both ClearQuest and WebSphere Application Server versions, install WebSphere Application Server 8.0 before you back up the WebSphere profile. Then, upgrade ClearQuest. For example, you can follow this process when you upgrade from ClearQuest version 8.0 to 8.0.0.1 and from WebSphere Application Server version 7.0 to 8.0.

Upgrading environments configured for smart card authentication

If you are upgrading a ClearQuest Web deployment that is configured for smart card authentication and want to include features to enable smart card authentication for OSLC integrations, you must update and redeploy the ClearQuest Web deployment descriptor file, web.xml. This task can be completed after you upgrade the server software. For instructions, see ../../com.ibm.rational.clearquest.webadmin.doc/topics/t_smartc_cli_cert_auth_conf.htm#t_smartc_cli_cert_auth_conf.


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