r27 - 2017-10-24 - 08:34:28 - PaulEllisYou are here: TWiki >  Deployment Web > DeploymentInstallingUpgradingAndMigrating > UpgradeMustReadList

Upgrade Checklist new.png

Authors: PaulEllis, JeffreyBabylon
Build basis: Release Agnostic.

This Quick Checklist is provided for people performing an upgrade of any of the Collaborative Lifecycle Management(CLM) products. It represents the minimum level of things to consider prior to upgrading, focusing on the most important information that must be read prior to an upgrade.
The list is intentionally concise and does not attempt to explain all the details behind each point, but instead provides links to much more detailed information.

The Deployment wiki and formal documentation

As you're reading this page, you are already in the deployment wiki. The cornerstone of our documentation is the Interactive Upgrade Guide. This allows you to build customized documentation and also includes many of the known issues which can then be incorporated into your upgrade plan and upgrade procedures.

However, if you entered the wiki here then please be aware of the main sections which are useful to a successful upgrade.

Detailed Upgrade Planning

Upgrade Planning, this article is the summation of 5 years of conference presentations regarding how to approach the upgrade of CLM. It is also release agnostic and details the lifecycle and best practice when you upgrade.
Knowledge Center guide for Deployment and upgrade planning for the Rational solution for CLM

Upgrade Testing

Software and Licenses

After you install the new version 6.0.4 applications, ensure to apply the latest interim fix to your installation before you continue with the upgrade. 
This ensures that your new version 6.0.4 applications are up-to-date. 
To check if there are any interim fixes available for your product, visit Fix Central on IBM Support Portal page.

Server, Infrastructure and Performance Considerations

Latest Upgrade Flashes and News for Continuous Engineering products:

If your product is not listed above, then you can use the Product Finder field within Continuous Engineering Products. Also note that the following are components of CLM and therefore do not have their own alerts page. For Data Collection Component(DCC), Jazz Reporting Service(JRS), Lifecycle Query Engine(LQE), see the CLM page above.

Let us help

  • Contact your Technical Sales Representative or Accelerated Value Program(AVP) Representative
  • Open a Service Request (also known as Problem Management Record (PMR)) with Technical Support for upgrade planning and support
  • The jazz.net forum, which is ideal for those questions where crowd sourcing your peers for their experience is the preferred outcome.
  • Links to all CLM technotes and other documentation - non Upgrade specific. Simply add "upgrade" to the Search window to filter.

Additional pertinent information

This section explicitly highlights issues which even after reading this document could be missed in the various links.

CLM 6.0.4:

General:

Related topics: Deployment web home, Performance Datasheets and Sizing Guidelines, IBM Knowledge Center

External links:

Additional contributors: DaleHobil, PaulStrachan, LewCote, HelenHolohan, SteveCoskie

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