Upgrade your Rational Engineering Lifecycle Manager product stack

Supported upgrade paths

The upgrade process is a side-by-side installation. Each product must be upgraded by installing the new version of the product and updating configuration files, adding or updating tables in existing database repositories, and upgrading the Data warehouse.

If you upgrade multiple products that were on multiple application servers, those applications will continue to run on separate application servers after the upgrade. It is not supported to merge multiple products into a single application server. However, you can still register multiple applications with the same Jazz™ Team Server application.

Before you begin

Before you migrate your products, go through the following checklist:
Table 1. Pre-update planning checklist
Planning task More information
Use the software product compatibility reports: On this page, you can search and generate reports for a specific product. The information includes prerequisites, product translation into a specific language, end of service, server virtualization environments, and more. Use the Software product compatibility report generator: http://publib.boulder.ibm.com/infocenter/prodguid/v1r0/clarity/index.html
Create an upgrade data sheet: On the upgrade data sheet, you can gather and record specific data that is required during the upgrade process, such as URLs and user IDs. To see a sample data sheet, refer to the Collaborative Lifecycle Management template: https://jazz.net/wiki/bin/view/Main/UpgradeDatasheet
Verify that your hardware and software meet the minimum system requirements: To learn about new requirements and to see if your current system meets the minimum requirements, click the System requirements link. Detailed System Requirements for Rational® Engineering Lifecycle Manager
Get the product installation media: For local repository download, you need approximately 5 GB of hard drive space to download and extract your product installation media for each product.  
Plan for your applications to be unavailable: Your applications will be unavailable for a brief period while you back up everything and update your applications. All of the applications that are connected to Jazz Team Server will be offline while Jazz Team Server is offline. Be sure to provide time to completely back up your existing applications.  
Learn about licensing: You may need to obtain new licenses for the upgraded versions of the products. The new licenses will be compatible with previous version applications, but updated applications do not work with previous licenses.

The licensing scheme for most products is role-based. When you purchase a role-based license, you will have read, write, and comment access to some or all of the capabilities of that application.

Manage licenses
Meet your database prerequisites:
  • You have the correct user name and password. In the UNIX systems, get the password for the DB2® instance owner, which is typically the db2inst1 user.
  • You backed up your database before you started the upgrade process.
  • Jazz Team Server products (such as Rational Team Concert™ and Rational Engineering Lifecycle Manager) use the teamserver.properties file to record database connections, user names and passwords. The user in the teamserver.properties must have system administrator authority over the database.
  • If you are planning to create all databases on the same database server, verify that the Max number of concurrently active databases is set to a number greater than the actual number of active databases. If this value is lower than the number of active databases, you will get the SQL Code 1041 error.
 
Understand the upgrade process: Learn about the upgrade process and how the upgrade might affect your deployment.  

Upgrade constraints

The following guidelines will improve the success rate of your migration:
  • Each Jazz Team Server used must be at the same level as the highest version of the product registered to it.
  • When the Configuration Management application is shared between Rhapsody® Design Manager and Rational Engineering Lifecycle Manager, it must be at the same version level of whichever product has a higher version.
  • If you install Jazz Team Server and an application using Jazz Team Server (such as Rational Team Concert or Rational Engineering Lifecycle Manager) on the same WebSphere® Application Server, you must apply any future service releases to both at the same time.

Upgrade path overview

The upgrade order to be followed should be:
  1. Jazz Team Server version 4.0.6 (if on the same application server as other applications)
  2. Configuration Management application
  3. Rational Team Concert and Rational Quality Manager version 4.0.6
  4. Rational DOORS® and DOORS Web Access version 9.5.2.1
  5. Rational Rhapsody version 8.0.6
  6. Rational Rhapsody Design Manager version 4.0.6
  7. Rational Engineering Lifecycle Manager version 4.0.6
It is not necessary to upgrade all of the products and components, so long as you meet the restrictions listed in the "Upgrade Constraints" section above.

Upgrading Jazz Team Server, Rational Team Concert and Rational Quality Manager

Jazz Team Server, Rational Team Concert and Rational Quality Manager should be upgraded following the directions in the Rational solution for Collaborative Lifecycle Management information center. The upgrade process is a side-by-side installation. Each product must be upgraded by installing the new version of the product and updating configuration files, adding or updating tables in existing database repositories, and upgrading the Data warehouse.

The following section of the information center provides an overview of the upgrade process, and the Interactive upgrade guide allows you to select the options applicable to your installation and determine the best upgrade path. Upgrading the Rational solution for CLM

Of particular importance is the topic: Understanding the deployment and upgrade process

Additional guidance can be found in the Rational solution for Collaborative Lifecycle Management 2012 Upgrade Guide.

Note: If you are not using Rational Team Concert and Rational Quality Manager but still use Jazz Team Server to connect Rational Engineering Lifecycle Manager to other products in your lifecycle solution, you must upgrade the Jazz Team Server to v4.0.6. This can be done through the Jazz.net Jazz Foundation downloads site: https://jazz.net/downloads/jazz-foundation/. Follow the instructions in the CLM interactive install guide. selecting to install only the Jazz Team Server.

Upgrading Rational DOORS and DOORS Web Access

Rational DOORS is not upgraded with a side-by-side install, but rather by backing up all DOORS data and then installing DOORS to a new directory while the previous version is removed.

Instructions for upgrading Rational DOORS can be found in the Rational DOORS Information Center in the section titled: Upgrading from a previous version

Upgrading Rational Rhapsody

Rational Rhapsody is upgraded by backing up your data, uninstalling the previous version of Rhapsody, and then installing the new version.

Instructions for upgrading Rhapsody can be found in the Rational Rhapsody Information Center in the section titled: Upgrading Rational Rhapsody

Upgrading Rational Rhapsody Design Manager

The Rhapsody Design Manager upgrade process is a side-by-side installation. It must be upgraded by installing the new version of the product and updating configuration files, and adding or updating tables in existing database repositories.

The instructions for upgrading Rhapsody Design Manager can be found in the following article: https://jazz.net/library/article/1138

Upgrading Rational Engineering Lifecycle Manager

The Rational Engineering Lifecycle Manager upgrade process is a side-by-side installation. It must be upgraded by installing the new version of the product and updating configuration files, and adding or updating tables in existing database repositories. The configuration of relationships between products is stored in the Jazz Team Server database and will be retained if you migrate correctly.

Once you have upgraded, you may need to recreate your index using the Lifecycle Query Engine depending on which products you have upgraded, and if you want to use any data provided by the new vocabularies.

Instructions for upgrading Rational Engineering Lifecycle Manager are here: Upgrading Rational Engineering Lifecycle Manager


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