Data sheet for upgrading to the CLM environment

CLM application

2.x default context root

Your actual 2.x context root, if different than the default

Rational Team Concert /CCM

https://rtc.hostname.example.com:port/jazz

Rational Quality Manager/QM

https://rqm.hostname.example.com:port/jazz

Rational Requirements Composer/RM

https://rrc.hostname.example.com:port/rdm

Jazz Team Server/JTS

A separate web application at https://rrc.hostname.example.com:port/jazz for Rational Requirements Composer. Included with the other products.

CLM application

3.0 default context root

Your actual 3.0 context root, if different than the default

Database

Data items needed

Description

Data

Comments

DB2

Names of databases

Path

URL including port number

Found in the teamserver.properties file typically as: com.ibm.team.repository.db.vendor, com.ibm.team.repository.db.jdbc.location and com.ibm.team.repository.db.jdbc.password

Admin user account privilege and password for all databases

On UNIX systems, get the password for the DB2 instance owner, which is typically the db2inst1 user.

Location of where you can create a backup database

If you are using the data warehouse, you will need the path name for database table space folder.

If you are using the data warehouse, type the login information for a functional user that will run the data collection jobs.

This user ID must exist in your user registry. Note: The user ID that you enter for the functional user must be a different ID than the administrative user that you are currently using to configure the application.

Oracle

Names of databases

Path

URL including port number

Admin authority for user account privilege and password for all databases

Must have database administration authority over the database and that the database, table space storage, and appropriate storage configuration is created by a user with system administration authority.

You must create a separate table space and database user who is associated with that table space for each application.

• CCM DB user ID
• RQM DB user ID
• RRC DB user ID

If you are using the data warehouse, you will need the path name for database table space folder.

If you are using the data warehouse, type the login information for a functional user that will run the data collection jobs.

This user ID must exist in your user registry. Note: The user ID that you enter for the functional user must be a different ID than the administrative user that you are currently using to configure the application.

User ID and password for creating databases

The user who creates the database table must be a member in the sysadmin fixed server role, or an owner of the database (dbo).

Names of databases

Paths

URLs including port number

Admin authority for user account privilege and password for all databases

You must create a separate table space and database user who is associated with that table space for each application.

• CCM DB user ID
• RQM DB user ID
• RRC DB user ID

If you are using the data warehouse, you will need the path name for database table space folder.

This user ID must exist in your user registry. Note: The user ID that you enter for the functional user must be a different ID than the administrative user that you are currently using to configure the application.

Application server

WebSphere Application Server

URL, admin user account privilege, and password.

Found in WebSphereInstall/AppServer/profiles/profile/bin

User name and password with admin authority in the Integrated Solutions Console

Name of application server that contain the WAR files before the upgrade

Name of application server to contain the WAR files after the upgrade is deployed

Security roles mapped to jts_war

Security roles mapped to ccm_war

Security roles mapped to qm_war

To locate the information, complete these steps in the Integrated Solutions Console:

1. Servers > Server Types > WebSphere application servers.

2. Click the server name to open it. The default server name is server1.

3. In the Server Infrastructure section, click Java and Process Management > Process definition.

4. Under Additional Properties, click Java Virtual Machine.

5. Under Additional Properties, click Custom properties.

As defined in the teamserver.properties file for com.ibm.team.repository.server.webapp.url

As defined in the teamserver.properties file for com.ibm.team.repository.db.vendor

As defined in the teamserver.properties file for com.ibm.team.repository.db.jdbc.location

Full path to the Rational Team Concert version 2 or CCM application version 3 server configuration directory. The path must not contain any spaces. The default is /server/conf

Port numbers for Jazz Team Server and CLM applications

This ID and password must work in the previous version from which you are upgrading and reside in the tomcat-users.xml file.

User ID, name, password, and e-mail address of the user who will have administrative access to the Jazz Team Server after the upgrade

Reverse proxy server

URL, port number, context roots for all CLM applications

See the following for more information:

Understanding reverse proxy, Configuring Enterprise CLM Reverse Proxies: WebSphere 8 and IHS 8, Configuring Enterprise CLM Reverse Proxies: Apache and mod_proxy, Configuring Enterprise CLM Reverse Proxies: WebSphere 8.5 ND Proxy

Inbound client request URL to proxy server for CCM

Forwarded client request URL from proxy server for CCM

Inbound client request URL to proxy server for RM

Forwarded client request URL from proxy server for RM

Inbound client request URL to proxy server for QM

Forwarded client request URL from proxy server for QM

Inbound client request URL to proxy server for Jazz Team Server

Forwarded client request URL from proxy server for Jazz Team Server

CLM applications

Jazz Team Server

Path for the installation directory of the Jazz Team Server package

Path for the new installation directory of the Jazz Team Server package

URLs for the server and each application, including port numbers and context root

Value found in teamserver.properties file for "com.ibm.team.repository.server.webapp.url". If this value is not set, it must be set using the administrative web interface.

ID and password with admin privileges (JazzAdmin)

Provide the user ID, name, password, and e-mail address of the user who will have administrative access to Jazz Team Server

Name

Email

Configuration file locations:

• teamserver.properties
• services.xml
• log4j.properties
• provision_profiles

Found in the path: Install Directory/conf/application

URL including port numbers and context root

ID and password with admin privileges

URL including port numbers and context root

ID and password with admin privileges

URL including port numbers and context root

ID and password with admin privileges

URL including port numbers and context root

ID and password with admin privileges

User management

See: http://pic.dhe.ibm.com/infocenter/clmhelp/v3r0m1/topic/com.ibm.jazz.install.doc/topics/c_plan_identity_management.html for more information on LDAP parameters.

LDAP user name

LDAP password

Base user DN

User property names mapping

Base group DN

Group name property

Group member property

• JazzAdmins =[LDAP group for Jazz admins]
• JazzUsers =[LDAP group for Jazz users]
• JazzDWAdmins =[LDAP group for Jazz Data Warehouse admin]
• JazzGuests =[LDAP group for Jazz guest] (Not used by Rational Quality Manager)
• JazzProjectAdmins =[LDAP group for Jazz project admins]

Path name and location of LDAP local file

Obtain these three values from your LDAP administrator. These values are from your LDAP directory.

See http://pic.dhe.ibm.com/infocenter/clmhelp/v3r0m1/topic/com.ibm.jazz.install.doc/topics/t_config_ldaplicalgroup.html for more information.

User base

User search

License management

If your Jazz Team Server application acted as a floating license server for multiple version 2 servers, you must reinstall your license keys.

You will need the URL containing the fully qualified DNS host name and port number. For example: http://floating-license-server:9443/jts where "floating-license-server" contains the DNS domain of the machine.

For more information: http://pic.dhe.ibm.com/infocenter/clmhelp/v3r0m1/topic/com.ibm.jazz.repository.web.admin.doc/topics/tmanagefloatinglic.html

Jazz Team Server that assigns the floating client access license (CAL)

Example: https://[fully qualified hostname]:9443/jts/admin

For more information: http://pic.dhe.ibm.com/infocenter/clmhelp/v3r0m1/topic/com.ibm.jazz.repository.web.admin.doc/topics/tmanagelicensekey.html

License activation key location

The number of purchased licenses

Email settings

SMTP server

SMTP port

SMTP user name and password

Name and email address for the From field on email