Preparing for the installation upgrade

Review what you must do before you install the Rational® Synergy software.

About this task

Preparing for the upgrade includes the following tasks:
  1. Review the Installation requirements and issues
  2. Planning your upgrade
  3. Obtaining license information, if applicable
  4. Saving the previous installation
  5. Backing up all databases
  6. Shutting down the previous Rational Synergy databases
  7. Upgrading the operating system, if necessary

Planning your 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.

Before you begin

The Windows 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 7.2 or later client installed. You cannot use older clients with 7.2 or later servers or new clients with servers from previous releases. To learn how to install Windows clients, see the installation documentation.

Procedure

  1. Note the server you are upgrading and the list of databases on that server.
  2. Notify the users of those databases that the databases are not available during the upgrade process.
  3. Agree on a schedule.
  4. Read the following sections of the Rational Synergy Information Center:
    • Readme file for Release 7.2 or later
    • Installing
    • Administering
  5. Print a copy of the Upgrading to an existing 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

Back up a previous Windows server installation by saving the files in the Rational Synergy installation directory.

Procedure

  1. Back up 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.
  2. Save 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 C:\Program Files\Telelogic\Synergy\7.2 or later\etc\ptcli.cfg.

Backing up all databases

When backing up all databases as the CM Administrator, run 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: Backing up your databases is an important safeguard and must not be skipped. For more information about backing up databases, see Database backup.

If you anticipate that the upgrade cannot run during your regular scheduled backups, builds, DCM transfers, and other background jobs, temporarily disable those scheduled activities. You must remember to turn them back on after the upgrade.

Procedure

Use your normal procedures for backing up your databases. You can use the ccmdb backup, ccmdb pack, ccmdb dump, or ccmsrv archive commands. If you have a customized model database, remember to back up that database with all of your production databases.

Shutting down the previous Rational Synergy databases

You must first shut down all the databases on the server to be upgraded. Then, take the server offline.

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 with the ccmdb shutdown command on each active database.
  3. Start a command-line utility with the path set to your previous installation.

    Start > All Programs > Telelogic > Telelogic Lifecycle Solutions Tools > Telelogic Synergy > CM command prompt

    ccmdb shutdown database_path

Upgrading the operating system

If relevant, upgrade your operating system. Upgrade 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.
About this task

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

Procedure
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 7.2 or later, you must unpack your databases to a new database server. Follow the Upgrading to a new server overview.

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