Datasheet for performing an upgrade to the CLM environment
Authors: CatherineBurrowsBuild basis: CLM
The following tables contain a listing of data items that you will need to have available during the upgrade process. Please let us know if there are any additions or changes that you would like to see on the datasheet.
Note: When upgrading 3.0.1 to 4.0 the context roots stay the same for all applications.
2.x to 3.0.1 Context Root Mappings
You will need to know the actual URL including context root when upgrading from 2.x to 3.x. Do NOT change your context root when upgrading to 3.x. For more information, consult the documentation at: http://pic.dhe.ibm.com/infocenter/clmhelp/v3r0m1/topic/com.ibm.jazz.install.doc/topics/c_understand_upgrade.html| 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. |
3.0 to 3.0.1 Rational Team Concert Context Root Mapping
| CLM Application | 3.0 Default Context Root | Your actual 3.0 context root if different than the default |
| Jazz Team Server | https://jts.hostname.example.com:port/jts |
Topology touch points
When performing an upgrade, you will need to have information and access available as it relates to your database, application server, proxy server, Collaborative Lifecycle Management (CLM) applications, user management system, and license management system. The following table depicts what information and/or access you will need to these tools in order to perfom the upgrade.| 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 | In the 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 using the datawarehouse, will need path name for database table space folder. | |||||
| If using the datawarehouse, 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, tablespace storage, and appropriate storage configuration is created by a user with system administration authority. | ||||
| You must create a separate tablespace and database user who is associated with that tablespace for each application. |
| ||||
| If using the datawarehouse, will need path name for database table space folder. | |||||
| If using the datawarehouse, 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. | ||||
| Microsoft SQL Server | 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 tablespace and database user who is associated with that tablespace for each application. |
| ||||
| If using the datawarehouse, will need path name for database table space folder. | |||||
| If using the datawarehouse, 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. | ||||
| Application Server | |||||
| WebSphere Application Server | URL, admin user account privilege and password. | ||||
| Path name to location of war files | Found in WebSphereInstall/AppServer/profiles/profile/bin | ||||
| User name and password with admin authority in the Integrated Solutions Console | |||||
| Name of application server which contain the war files prior to upgrade | |||||
| Name of application server to contain the war files once the upgrade is deployed | |||||
| Security roles mapped to jts_war | |||||
| Security roles mapped to ccm_war | |||||
| Security roles mapped to qm_war | |||||
| JAZZ_HOME | Do the following steps from the Integrated Solutions Console to locate the information: 1. Servers > Server Types > WebSphere application servers. 2. Click the server name to open it. The default server name is server1. 3. Under 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. | ||||
| Tomcat | Public URI | As defined in the teamserver.properties file for com.ibm.team.repository.server.webapp.url | |||
| Database vendor | As defined in the teamserver.properties file for com.ibm.team.repository.db.vendor | ||||
| Database location | As defined in the teamserver.properties file for com.ibm.team.repository.db.jdbc.location | ||||
| Application home | Full path to the RTC version 2 or CCM version 3 server configuration directory. The path must not contain any spaces. The default is /server/conf | ||||
| Port numbers for the Jazz Team Server and CLM applications | May be found in the server.xml file located at the path InstallDirectory/server/tomcat/conf | ||||
| Administrative ID and password. | 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. | This user must reside in the registry. | ||||
| Reverse Proxy Server | |||||
| CLM Solution: | URL, port number, context roots for all CLM applications: | See the following for more information: https://jazz.net/library/article/744 and https://jazz.net/library/article/745 https://jazz.net/library/article/744 | |||
| CCM | Inbound client request URL to proxy server for CCM | ||||
| Forwarded client request URL from proxy server for CCM | |||||
| RM | Inbound client request URL to proxy server for RM | ||||
| Forwarded client request URL from proxy server for RM | |||||
| QM | Inbound client request URL to proxy server for QM | ||||
| Forwarded client request URL from proxy server for QM | |||||
| JTS | Inbound client request URL to proxy server for JTS | ||||
| Forwarded client request URL from proxy server for JTS | |||||
| 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 the Jazz Team Server | ||||
| Name | |||||
Location of configuration files:
| Found in the path: Install Directory/conf/application | ||||
| CM | URL including port numbers and context root | ||||
| ID and password with Admin privileges | |||||
| RM | URL including port numbers and context root | ||||
| ID and password with Admin privileges | |||||
| QM | URL including port numbers and context root | ||||
| ID and password with Admin privileges | |||||
| RRDI | URL including port numbers and context root | ||||
| ID and password with Admin privileges | |||||
| User Management | |||||
| LDAP (General) | LDAP Registry Location | 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 | |||||
| Jazz to LDAP Group Mapping |
| ||||
| LDAP Local Group Realm for Tomcat | Path name and location of LDAP Local file | ||||
| Connection URL | 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 | |||||
| Floating license | Administrative user with a license | If your Jazz Team Server application acted as a floating license server for multiple version 2 servers, you must reinstall your license keys. | |||
| Jazz Team Server that is the floating license server and has the Client Access License (CAL) keys installed. | You will need the URL containing the fully qualified DNS hostname 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). | This server points to the floating server. | ||||
| Client access license keys | URL with a fully qualified DNS host name including port number. The fully qualified host name includes the DNS domain reference of the machine on which the Jazz Team Server is installed. | 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 | |||
| Location of the license activation key. | |||||
| 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. | |||||
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