Checklist for upgrading the Rational Engineering Lifecycle Manager product stack

Rational® Engineering Lifecycle Manager works with other products, which must be upgraded as well. Use the planning checklist to organize the upgrade process, and follow the suggested order.

Supported upgrade paths

To upgrade your products, install the new version of each product, update configuration files, add, or update tables in existing database repositories, and upgrade 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 upgrade 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 date, server virtualization environments, and more. Use the Software product compatibility report generator
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. For a sample data sheet, see the Collaborative Lifecycle Management template
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 disk space to download and extract your product installation media for each product.  
Plan for your applications to be unavailable: Your applications are 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 are offline while Jazz Team Server is offline. Be sure to provide time to completely back up your existing applications.  
Learn about licensing: You might 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 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 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 file must have system administrator authority over the database.
  • If you are planning to create all databases on the same database server, verify that the maximum 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 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 improve the success of your migration:
  • Each Jazz Team Server that is used must be at the same level as the highest version of the product that is 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 that uses 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 products at the same time.

Upgrade path overview

Follow this upgrade order:
  1. Jazz Team Server version 5.0.1 (if it is on the same application server as other applications)
  2. Configuration Management application
  3. Lifecycle Query Engine
  4. Rational Team Concert, Rational DOORS® Next Generation, and Rational Quality Manager version 5.0.1
  5. Rational DOORS and DOORS Web Access version 9.6.0.1
  6. Rational Rhapsody version 8.1.1
  7. Rational Rhapsody Design Manager version 5.0.1
  8. Rational Engineering Lifecycle Manager version 5.0.1
It is not necessary to upgrade all of the products and components, if you meet the restrictions that are listed in the "Upgrade constraints" section.

Upgrading Jazz Team Server, Rational Team Concert, Rational DOORS Next Generation, and Rational Quality Manager

Upgrade Jazz Team Server, Rational Team Concert, Rational DOORS Next Generation, and Rational Quality Manager following the directions in the Rational solution for Collaborative Lifecycle Management product documentation. Install the new version of each product and update configuration files, add, or update tables in existing database repositories, and upgrade the data warehouse.

The following section of the product documentation provides an overview of the upgrade process: Upgrading the Rational solution for CLM. Use the Interactive upgrade guide to select your installation options, and determine the best upgrade path.

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

For more information, see 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 5.0.1. To upgrade, go to the the Jazz.net Jazz Foundation downloads site. Follow the instructions in the CLM interactive installation guide, selecting to install only the Jazz Team Server.

Upgrading Lifecycle Query Engine

In a production topology, with the Lifecycle Query Engine running on a separate server, upgrade to the latest Lifecycle Query Engine version.

The process for upgrading from previous versions of Lifecycle Query Engine to version 2.0 happens automatically. When you update the WAR file and start the server, Lifecycle Query Engine determines whether an upgrade is required.

Upgrading Rational DOORS, DOORS Web Access

To upgrade Rational DOORS, back up all DOORS data. The new Rational DOORS version is installed into a new directory. If the upgrade is successful, the earlier version is removed.

For instructions for upgrading Rational DOORS and DOORS Web Access, see Upgrading Rational DOORS and Rational DOORS Web Access

Upgrading Rational Rhapsody

To upgrade Rational Rhapsody, back up all Rational Rhapsody data, uninstall the current version of Rhapsody, and then install the new version.

For instructions for upgrading Rhapsody, see Upgrading Rational Rhapsody.

Upgrading Rational Rhapsody Design Manager

To upgrade Rhapsody Design Manager, install the new version of the product, then update the configuration files, and add or update tables in existing database repositories.

For instructions for upgrading Rhapsody Design Manager, see Upgrading Design Management from a previous version

Upgrading Rational Engineering Lifecycle Manager

To upgrade Rational Engineering Lifecycle Manager, install the new version of the product, update configuration files, and add or update tables in existing database repositories. The configuration of relationships between products is stored in the Jazz Team Server database and is retained if you upgrade correctly.

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

For detailed instructions for upgrading Rational Engineering Lifecycle Manager, see Upgrading Rational Engineering Lifecycle Manager running with WebSphere Application Server


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