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 UNIX installation requirements
  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 on a database, that database must have been upgraded to the 7.2 level and must contain a 7.2 model.

About this task

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 7.2 client installed. You cannot use older clients with 7.2 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. However, you must then run ccmdb upgrade -w. See Running the Rational Synergy upgrade program 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 file for Release 7.2
    • 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 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. Save the following files or the file equivalents:
      • /etc/services
      • /etc/rc*.d
      • /etc.init.d
  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/ccm71/etc/ptcli.cfg.

Backing up all databases

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.

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 Backing up databases for UNIX.

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 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

Set the path to your previous installation and pack your database.
ccm_root$ CCM_HOME=/usr/local/ccm71; export CCM_HOME
ccm_root$ PATH=$CCM_HOME/bin:$PATH; export PATH
ccm_root$ ccmdb pack 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. 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.

About this task

Note: Before you delete a previous installation, read Upgrade considerations.

Procedure

  1. Log on as ccm_root on the server being upgraded.
  2. Shut down all sessions running on the old installation directory by running the ccmdb shutdown command on each active database.
    $ su - ccm_root
    ccm_root$ CCM_HOME=/usr/local/ccm71; export CCM_HOME
    ccm_root$ PATH=$CCM_HOME/bin:$PATH; export PATH
    ccm_root$ ccmdb shutdown database_path 
  3. 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

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.

About this task

Note: Do not delete your 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 ccm_root on the database server machine.
    $ su - ccm_root
  3. Point to your old installation directory.
    ccm_root$ CCM_HOME=/usr/local/ccm71; export CCM_HOME
    ccm_root$ PATH=$CCM_HOME/bin:$PATH; export PATH
  4. Get a list of databases.
    ccm_root$ ccmsrv status [-s server_name]
  5. Remove each database.
    ccm_root$ 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/ccm71; 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

Removing the previous installation

If you no longer need your old release, you can remove the installation.

About this task

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 Upgrade considerations to learn about additional reasons for saving your previous installation.

Procedure

Run the following command to remove the previous installation:
$ su -
root# rm -rf /usr/local/ccm71
root# exit

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, 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 machine with the newer operating system, and upgrade to Rational Synergy Release 7.2 on that system following this checklist.


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