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r4 - 2013-05-14 - 23:32:14 - StevenBeardYou are here: TWiki >  Deployment Web > DeploymentInstallingUpgradingAndMigrating > UpgradeDatasheet

updated.png Datasheet for performing an upgrade to the CLM environment

Authors: CatherineBurrows
Build 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.

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.

Note: When upgrading 3.0.1 to 4.0 the context roots stay the same for all applications.

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.

  • CCM DB user id
  • RQM DB user id
  • RRC DB user id

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.

  • CCM DB user id
  • RQM DB user id
  • RRC DB user id

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

Email

Location of configuration files:

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

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

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