Connections 5.x to 6.0 migration

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Page 1: 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

Page 2: Connections 5.x to 6.0 migration

MWLUG 2017Moving Collaboration Forward

Our Amazing Sponsors

Page 3: Connections 5.x to 6.0 migration

MWLUG 2017Moving Collaboration Forward

Tim Clark

• Director of Services

• Domino Admin (ish)

• IBM Champion 2013-2017

Page 4: Connections 5.x to 6.0 migration

MWLUG 2017Moving Collaboration Forward

What do you need to know?

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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?

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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

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• 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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MWLUG 2017Moving Collaboration Forward

Last upgrade you will do this way ….

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MWLUG 2017Moving Collaboration Forward

Get the right stuff it’s not Rocket Science

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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

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• 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

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MWLUG 2017Moving Collaboration Forward

Get yourself a test system

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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

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Side by side - Vs In-Place

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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

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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

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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

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Back it up

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• 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

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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

=

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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.

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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

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TEST, test and test again

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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 !!!!!

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What about this PINK stuff?

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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

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• 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

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Note to IBM

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And as if by magic …Connectios-Orientos-Pinkios

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Post migration and troubleshooting

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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

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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

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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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MWLUG 2017Moving Collaboration Forward

And you are done

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Remember this is the last upgrade you will do this way

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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

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MWLUG 2017Moving Collaboration Forward

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