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updated.png Data sheet for upgrading to the CLM environment

Authors: CatherineBurrows
Build basis: The Rational solution for Collaborative Lifecycle Management (CLM)

The following tables contain data items that you will need to have available during the upgrade process. Let us know if there are any additions or changes that you would like to see on the data sheet.

2.x to 3.0.1 context root mappings

You will need to know the actual URL including context root when you upgrade 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 you upgrade from 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, 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

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.

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 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.

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 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

JAZZ_HOME

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.

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 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

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

Rational solution for CLM

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

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 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

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 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)

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 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

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


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