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 "Windows installation requirements and issues" (see page 5)
  2. Planning the upgrade
  3. If applicable, #wp1059614/wp1136315
  4. #wp1059614/wp1153455
  5. #wp1059683/wp1059681
  6. #wp1059683/wp1059798
  7. In some situations, #wp1143349/wp1120287
  8. If necessary, #wp1059996/wp1060383

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 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 7.1 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 73 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 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 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:

  8. Back up a previous Windows server installation by saving all the files in the Rational Synergy installation directory.
  9. 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\Telelogic\Synergy 7.0\etc\ptcli.cfg

To back up all databases:

About this task

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.

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 "Rational Synergy Database Backup and Recovery" section of the Rational Synergy Administration Guide for Windows

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 #wp1059683/wp1059798 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 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.
  3. Dump the metadata.
    > ccmdb dump unc_database_path /to dumpfile

Results

Note: Shutting down the previous Synergy releasesTypically, 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).Before you delete a previous installation, read " Considerations for upgrading to Synergy 7.1" on page 9.

To shut down a previous release:

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, using the ccmdb shutdown command on each active database.

    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

    > ccmdb shutdown database_path (for each database)

Deleting databases from the previous Informix database server

About this task

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

To delete all databases from your previous Informix database server:

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 machine.
  3. Point to your old installation directory.

    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

  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

About this task

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. 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. To learn about additional reasons for saving your previous installation, see "Considerations for upgrading to Synergy 7.1" on page 9.

Upgrading the operating system 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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