Connections 5.x to 6.0 migration
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Transcript of Connections 5.x to 6.0 migration
MWLUG 2017Moving Collaboration Forward
Migration from 5.x to Connections 6.0 – Been there, done that!
Tim Clark
BCC
@timsterc
MWLUG 2017Moving Collaboration Forward
Our Amazing Sponsors
MWLUG 2017Moving Collaboration Forward
Tim Clark
• Director of Services
• Domino Admin (ish)
• IBM Champion 2013-2017
MWLUG 2017Moving Collaboration Forward
What do you need to know?
MWLUG 2017Moving Collaboration Forward
• Plan– Gather your requirements
– Check system reqs
– Get the right software
• Test system first– If you don’t have one – build
one
• Side by side where
possible
• Backup your data
• Keep it simple– Upgrade first
– Test
– Add additional PINKcomponents
– Test again
• Do not use all or nothing– Can cause issues
– Difficult to debug
• Troubleshooting
What do you need to know?
MWLUG 2017Moving Collaboration Forward
What do you need to know?
• Your system must be at least V5 to go to 6– If not you must migrate the DBs to V5 before you start
• Essentially its like installing a new Connections system– There is no magical upgrade button
– Most components need updating or are new versions
– Sometimes the instructions for configuring have completely changed
• Know what to back up– Read the migration guide
– Backup the shared data, customizations and DBs before you start
• DO NOT just copy the customizations over– Often jsps or config has changed. Once new version is installed –
reapply the changes in the new file versions
• READ THE DOCUMENTATION – before you do anything
MWLUG 2017Moving Collaboration Forward
MWLUG 2017Moving Collaboration Forward
• Orient Me
• Notification Center
• Additional features –not magically installed as part of the standard 6 install
• Linux Only
– RHEL 7 / Centos 7
– VM needs some power:10GB Ram, 4 CPUs
• *Runs on new Pinkstack of Docker, cfc, mongoDB, redis etc
New Pink Features
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Last upgrade you will do this way ….
MWLUG 2017Moving Collaboration Forward
Get the right stuff it’s not Rocket Science
MWLUG 2017Moving Collaboration Forward
Get the right stuff
• Regularly check requirement documents
• All versions are listed here:
– http://www-01.ibm.com/support/docview.wss?uid=swg27012786
• Check all notes, Download PDF
• Be careful with installation documents
– Sometimes wrong dependencies mentioned
– Supported statement does not mean it’s licensed
MWLUG 2017Moving Collaboration Forward
• Check the system requirements
• Make a list
• Get the correct versions
– WAS is mutli os, as are the fixes (8.5.5.10)
– Connections– os versions
– TDI – os versions (7.1.1 fp6)
– DB2 – os versions (11.1)
– Other DBs – use supported versions – or you may hit issuesOracle (12.1.0.2), MSSQL (2016)
• Install a DB Client
• Install 64 bit where possible
• Install an LDAP browser
• *Real* text editor – notepad is
useless
• Fiddler for support & its useful
• If Windows use a tool like baretail
for watching logs
• PINK
– IC-OrientMe-6.0.0.0.zip – from
fixcentral
– Must set Linux as the OS or you
can’t find it
– If installing TouchPoint for on-
boarding do OrientMe first (if you
want to use the new homepage).
Get the right stuff
MWLUG 2017Moving Collaboration Forward
Get yourself a test system
MWLUG 2017Moving Collaboration Forward
Test System is a must
• ALWAYS test a migration – did we mention ALWAYS!!
– A test or dev system is always a good idea
– Useful for migrations, fix packs, customization and config
changes
– Doesn’t have to be a mirror of live – can be a single node system
– VM or spare machine under a desk – it will do
– Same OS, DB, LDAP and HTTP server a must for sensible
testing
– Ensure your boss, project manager etc. knows how important a
test system is
– Add a test system to the requirements
MWLUG 2017Moving Collaboration Forward
Side by side - Vs In-Place
MWLUG 2017Moving Collaboration Forward
• There is NO TEST – all or nothing
• Once you have started there is no real roll back
• System is down when the migration takes place – users are off for however long it takes
• Much pressure if there is a problem
• Avoid where possible
• If there HAS to be an in place migration ensure sufficient offline backups and snapshots have been taken to allow a restore
• Have a plan to roll back, where possible migrate when system has down time (weekend, maintenance window etc)
• Stop EVERYTHING – your system will be completely offline whilst the update takes place
• Back it up : DBs and File System
• Uninstall Connections
• Ensure WAS profiles are clean (no apps or config), update WebSphere, recreate and configure (as per install)
• Install connections and configure
• Drop new Connections DBS, restore and update existing
• Configure connections, apply fixes, any customizations
• Test
NEVER do an in-place migration
MWLUG 2017Moving Collaboration Forward
• There is NO TEST – all or nothing
• Once you have started there is no real roll back
• System is down when the migration takes place – users are off for however long it takes
• Much pressure if there is a problem
• Avoid where possible
• If there HAS to be an in place migration ensure sufficient offline backups and snapshots have been taken to allow a restore
• Have a plan to roll back, where possible migrate when system has down time (weekend, maintenance window etc)
• Stop EVERYTHING – your system
will be completely offline whilst the
update takes place
• Back it up : DBs and File System
• Uninstall Connections
• Ensure WAS profiles are clean (no
apps or config), update WebSphere,
recreate and configure (as per
install)
• Install connections and configure
• Drop new Connections DBS, restore
and update existing
• Configure connections, apply fixes,
any customizations
• Test
NEVER do an in-place migration
MWLUG 2017Moving Collaboration Forward
• Completely separate environment – live
system can stay up whilst migration
testing / system building occurs
• Allows for full testing before go-live
• Any changes can be made to the new
system with little pressure as the live is
still functioning
• An actual live migration can be run when
the system has planned downtime
(weekend, maintenance window etc) –
can take as little as 4 hours (depending
on amount of data)
• If issues with live migration – existing
system is still available to roll back to in
seconds
• Less risk, less pressure, easier to debug
• Stop the Connections system – back up
everything
• If a test migration - Restart and let your
users carry on
• Install a fresh Connections system
elsewhere and configure it up as per
normal – apply fixes, customizations etc.
• Test the clean system to ensure it works
as expected – then BACK IT UP
• Migrate the data – File system
(Connections data shared)
• Migrate the DB’s – either with the DBT or
drop, restore and update
• Test
Side by Side –best practise (sensible) way
MWLUG 2017Moving Collaboration Forward
Back it up
MWLUG 2017Moving Collaboration Forward
• Data bases– ALL OF THEM!!
– Even if you are using the
Database transfer tool
(DBT)
• Shared File System
– Back up the whole of the
shared content store
– We can restore a subsetshared_content_store/audit
shared_content_store/activities/content
shared_content_store/activities/statistics
shared_content_store/blogs/upload
shared_content_store/communities/statistics
shared_content_store/customization*
shared_content_store/dogear/favorite
shared_content_store/files/upload
shared_content_store/forums/content
shared_content_store/profiles/statistics
shared_content_store/wikis/upload
Back everything up
* We refer to this not restore the whole folder
MWLUG 2017Moving Collaboration Forward
Migration – use the K.I.S.S method
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• NEVER (seriously NEVER) do an in place migration
• Side by Side allows to test a clean system before running the data migration
• Use the same DB type (i.e DB2 to DB2)
• Install with example.com for mail notifications
• Run at least one test data migration
• Test all customisations with migrated data
• Document everything – record for go live and subsequent upgrades
• If an issue occurs fix it – don’t plough on regardless
• If you have to do an in place DB migration make sure DBA understands the steps and order things need to be run
• Firewalls / DNS / Network – get
these sorted before you start.
• Dedicated *Admin* user for install
• Simpler to implement phases to
minimise risk – allows testing at
each stage
• Test without proxies – add once
working – Keep it simple to install
K.I.S.S – its not brain surgery
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Do not fall for ALL or Nothing
1. 5.X > 6
2. 6 + Pink
=
MWLUG 2017Moving Collaboration Forward
Never all or nothing• All or Nothing
• What happens when you try
to do too much at the same
time
• Issues with Cognos, Issues
with CCM, Issues with Docs,
Issues with data migration
• Issues were fixed, something
else broke
• Hard to debug as too much
going on at any one time.No quick wins, customer loses focus, many
PMRS opened, hard to resolve issues as
multiple products with problems.
MWLUG 2017Moving Collaboration Forward
Never all or nothing
• Phased• Connections upgrade from 4
to 5
• Deployed FEB for surveys,
add the additional
customization
• Deployed Cognos / Kudos for
metrics
• Connections Content
Manager
• Then last but not least IBM
DocsQuick wins, customer has working system, easy
to debug any issues.
Total time 6 weeks
MWLUG 2017Moving Collaboration Forward
TEST, test and test again
MWLUG 2017Moving Collaboration Forward
• Test a clean 6 system before
migrating data
• If in doubt test again before
installing / adding a new
feature
• Migrate to 6 before adding
PINK features
• Get *REAL* users to pre and
post migration
TEST !!!!!
MWLUG 2017Moving Collaboration Forward
What about this PINK stuff?
MWLUG 2017Moving Collaboration Forward
• Easy (ish) install on a newly
updated Centos 7 (or RHEL) box*
• Machine must have a resolvable
external DNS currently**
• For test/demo/small environments
a single VM will do
– Larger production
environments recommended 3
VMs***
• Disable machine firewall for install
• Ensure you have installed zip
• Networking is configured correctly
• ***If installing on multiple VMS –
set NFS file sharing up
• This is the FOUNDATION for
PINK
– As new features are rolled out
they will be deployed to this
“OrientMe” environment
Pink is the new Blue / Green / Yellow
* Take note of the system requirements (see the knowledge
center link on the next slide)
** work around for this here: http://bit.ly/PINK-DNS-FIX
MWLUG 2017Moving Collaboration Forward
• Extract IC-OrientMe-6.x.x.x.zip*
• Follow the instructions in
https://www.ibm.com/support/knowled
gecenter/SSYGQH_6.0.0/admin/install
/c_install_orient_me_homepage.html
• Prepare the install files
• Run the installer script – downloads
and deploys Docker, CFC and other
associated software.
• DO NOT change the default CFC
password of admin/admin until
everything is configured
• Create the storage
• Configure Connections 6 TDI / Profiles
• Install the Orient Me images
• Configure HTTP / Proxy
• Configure REDIS
• Run the people migrator for homepage
(might break here)
• Fix for SSL
• Configure the notification center
• Test via yourconnections.url/social
Pink – install info
*check fix central for latest version
MWLUG 2017Moving Collaboration Forward
Note to IBM
MWLUG 2017Moving Collaboration Forward
And as if by magic …Connectios-Orientos-Pinkios
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Post migration and troubleshooting
MWLUG 2017Moving Collaboration Forward
• Post migration tasks - Read
the KB http://bit.ly/cnx6-
postmigrate
• Migrate / rebuild search
• Clear all scheduled tasks
• Migrate community surveys
• Steps on profile / profile policy
types
• + More …
• Troubleshooting
– Start with clear logs & clear
<profile>/temp & wstemp
– Know where the logs are
• WAS, HTTP, Plugin,
DB2, Cognos, CCM,
Docs etc.
– Start with Systemout and
work backwards
– Test against WAS (no
HTTP) if HTTP issues
Post migration & Troubleshooting
MWLUG 2017Moving Collaboration Forward
Troubleshooting PINK
• Check the datastores / pvs –
kubectl get pv,pvc
• Check the pods –
kubectl get pods
(use –o wide for more details)
• Check the services –
kubectl get svc
MWLUG 2017Moving Collaboration Forward
• If you see issues with the
pods you can redeploy
them
• Get the pod name from
runningkubectl get pods –o wide
• Simply delete it
i.e.kubectl delete pods orient-
webclient-2180930634-2831s
• Pods recreate themselves
• Great kunectl cheat sheet
here: http://bit.ly/kubecheat
• Blog post from Ben about
limiting resources for orient-
me:
http://bit.ly/limitorient-me
• If in any doubt ask in the
Connections Skype chat –
the PINK devs are listening
in
Troubleshooting PINK
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And you are done
MWLUG 2017Moving Collaboration Forward
Remember this is the last upgrade you will do this way
MWLUG 2017Moving Collaboration Forward
• Come and see us at our booth
• You could wina Ring (wifi doorbell)
• E - [email protected]
• W - www.bcchub.com
Thank you
Tim Clark
http://blog.tc-soft.com
timsterc
@timsterc
MWLUG 2017Moving Collaboration Forward
Our Amazing Sponsors