Preparing for the installation upgrade

About this task

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

To prepare for the installation, perform these steps:

Procedure

  1. Review the "UNIX installation requirements" (see page 3)
  2. Planning the upgrade
  3. If applicable, Obtaining license information
  4. Saving the previous installation
  5. Backing up all databases
  6. Packing or dumping previous databases
  7. In some situations, Shutting down the previous Synergy releases
  8. If necessary, Upgrading the operating system

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 created 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. 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. However, you must then run ccmdb upgrade -w. See " Running the Rational Synergy upgrade program" on page 61 for more information about the upgrade command. 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 for Release 7.1
    • Installing
    • Administering
  7. 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: 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 the "Back Up a Database" section of the Rational Synergy Administration Guide for UNIX or Rational Synergy Administration Guide for UNIX on Oracle.

To back up all databases:

Procedure

  1. If you anticipate that the upgrade will run when your regular scheduled backups, builds, DCM transfers, and other background jobs are run, 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 or dumping 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 as well as all your production databases.

Packing or dumping previous databases

About this task

You must copy your databases from your previous release into a Rational Synergy 7.1 server. Use ccmdb backup (or ccmdb pack) and ccmdb unpack. If your normal backup procedure is to use ccmsrv archive or some other method, you must use ccmdb backup, ccmdb pack, or ccmdb dump instead of or in addition to your normal backup procedures.

If a database is too large to be packed, you must back up the metadata and file system separately. Back up the metadata using ccmdb dump. The ccmsrv archive command is not suitable for this purpose. Back up the file system portion of the database using any appropriate tool. Perform this step using your previous release.

To pack or dump previous databases:

Procedure

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

    Start > All Programs > Telelogic > Telelogic Lifecyle Solutions Tools > Telelogic Synergy 7.0 > CM command prompt

  2. Copy the database directory using a tool of your choice.
    ccm_root$ CCM_HOME=/usr/local/ccm70; export CCM_HOME
    ccm_root$ PATH=$CCM_HOME/bin:$PATH; export PATH
    ccm_root$ cd database_path
    ccm_root$ tar -cf backup_file .
  3. Dump the metadata.
    ccm_root$ ccmdb dump database_path  -t dumpfile

Shutting down the previous Synergy releases

About this task

Typically, you do not need to shut down your previous releases of Rational Synergy before installing Release 7.1. 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). This information does not apply to users running on Oracle.

Note: Before you delete a previous installation, read " Considerations for upgrading to Synergy 7.1" on page 7.

To shut down a previous release:

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
    ccm_root$ exit

    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.

Deleting the previous Informix database server

About this task

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 the previous server. The information in this section does not apply to users running on Oracle.

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

To delete your previous Informix database server:

Procedure

  1. Make sure that you have a successful backup of all your databases.
  2. Log on as ccm_root on the database server machine.
    $ su - ccm_root
  3. Point to your old installation directory.
    informix$ CCM_HOME=/usr/local/ccm70; export CCM_HOME
    informix$ PATH=$CCM_HOME/bin:$PATH; export PATH
  4. Get a list of databases.
    informix$ ccmsrv status [-s servername]
  5. Remove each database.
    informix$ ccmdb delete database_path
  6. Log on as user informix on the database server machine.
    $ su - informix
  7. Point to your old installation directory.
    informix$ CCM_HOME=/usr/local/ccm70; export CCM_HOME
    informix$ PATH=$CCM_HOME/bin:$PATH; export PATH
  8. Delete the old Informix database server.
    informix$ ccmsrv delete -s servername
  9. Exit from user informix.
    informix$ exit

Results

Removing the previous installationIf you no longer need your old release, you can use the following commands to remove it.

Note: Delete your old release directory only if you are sure there are no other installations sharing part of this directory, perhaps through an NFS mount from another machine. For example, in heterogeneous installation, it is common to share the directory $CCM_HOME/etc.
Note: Read "Considerations for upgrading to Synergy 7.1" on page 7 to learn about additional reasons for saving your previous installation.
$ su -
root# rm -rf /usr/local/ccm70
root# exit

Upgrading the operating system

About this task

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

If relevant, upgrade your operating system now. 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 machine with the newer operating system, and upgrade to Rational Synergy Release 7.1 on that system following this checklist.


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