Upgrade from 6.5 SP3 to 6.7.1

JeremyP

Hi, we are currently using Teamsite 6.5 SP3 on Windows 2003. The backing store is 6.5. I have read through the upgrade guide and several kb's regarding upgrading. It seems pretty straight-forward, and I have developed a plan for our environment.

I would like to keep the 6.5 environment intact until I get user acceptance for 6.7.1 functioning correctly. Therefore, I would like to backup the server and restore to different hardware.

I wanted to run it by the experts on DevNet and see if there were any glaring mistakes with this:

1) Backup development environment and restore to different server
2) Change IP / hostname, get new license files
3) Verify services startup and are accessible
4) TeamSite 6.7.1 Installation
5) Iwusermigrate and migrate_non_root will be automatically run by installer and iwaccessmigrate has to be run manually, but will be prompted by installer before the installation exits.
6) Reboot server and verify if role mapping is correct, Verify all User IDs are present
7) Contact Users for Testing

We are using search on the same server, but our content store is minimal (> 10 GB), and usage is relatively low (10 concurrent users max).

I assume TS would be upgraded first, and then OpenDeploy and TS Search later, is that correct?

Thanks for any input.

IwovHeather

Hi Jeremy,

I asked one of our Technical Support Engineers to provide a little more feedback on your planned steps. Some of the additional steps below may not be necessary, but it is better to be careful and thorough. Please let me know if you'd like any additional information.

Detailed steps:

• Run command /etc/init.d/iw.server stop_all to stop teamsite

• Backup iw-home & iwinstall & iw-store folders and any other customization

• Stop the customer webserver (if you have any)

• Make sure same TS 6.5 SP3 license works for TS 6.7.1 SP1

• Run the TS 6.7.1 BASE installer script as root

• Reboot the box

• Stop search (/etc/init.d/iw.tssearch stop, /etc/init.d/iw.tsindex stop)

• install search 2.1.0

• Install TS6.7.1 SP1 and then reboot the system

• Reboot the box

• Install Patch # 2 of on top of TS 6.7.1 SP1

• Install search 2.1.0 SP1

• Migrate roles

a) run ‘iwstat’ to ensure all stores are active

c) /appl/iwov/iw-home/bin/iwaccessmigrate –m

**generate the accessresults.xml file without completing the migration

d)Review the results file to verify desired outcome

c)/appl/iwov/iw-home/bin/iwaccessmigrate –n

**The –n will inform TeamSite to not generate new TeamSite Groups

Note:

Migration cannot be undone after it has been performed. Therefore, if you think

that you might need to revert to a pre-6.7 TeamSite release, you should back up all of your Content Stores, TeamSite roles files, and TeamSite configuration files and store them in a location that is not affected by the migration.

********* At this point customer has to run the “fatdir” script which will determine if they need to run “iwmigrate” or not*******

Backing store migration (if needed)

1. Reduce the cachesite=5000 in iw.cfg file

2. No need to freeze backing store

3. Run the iwmigrate script

Note: iwmigrate has to be run as “root” & do not bring down the TS Server while running the iwmigrate

Example:

./iwmigrate -m /iwmnt/default -o /appl/iwmnt/iw-store/default -b /default/main –g >migration_log.txt 2>&1

./iwmigrate -c -g -o >pipe it to a file

4. Copy over workflow folder from source backing store to destination store

5. Configure TS to use new backing store in iw.cfg

6. Restart TS and Test