IBM Engineering Lifecycle Management version 7.0.2 Installation and Upgrade Notes

Note: The following changes are related to installation and upgrade procedures. Other changes and fixes are not included.

Installation notes


Upgrade notes


Installation notes

Description
Administering Configuring authentication session timeout

To control the authentication timeout behavior, you must set multiple configuration options in your application server and the ELM applications that you have installed. For details, see Configuring authentication session timeout.
IBM Automotive Compliance licenses

You can download the Automotive license from the License Key Center. You can download a .zip file that contains all offering contents, including the templates, from Passport Advantage.
Note: The Automotive Compliance content license must be assigned together with a license belonging to the particular application the automotive template is used in. For example, if you are accessing an EWM project created by the Automotive sample, you must obtain an EWM license such as Contributor, Developer, or Developer for IBM Enterprise.
Adding a new application to an existing Jazz Team Server

You can use the Interactive Guide to add one or more applications to an existing Jazz Team Server. You can use the Jazz Team Server administration web UI or the registerApp repository tools command to register new applications. Using the Jazz Team Server administration web UI is the most common method of registering new applications with an existing Jazz Team Server. After you register a new application, if applicable, a link to the setup wizard page in the message box is provided. Click this link to go to the setup wizard page to configure the application registration such as the database connections and so on. For details, see Add new applications to an existing Jazz Team Server Interactive Guide.
Renaming the IBM Continuous Engineering Portfolio

The CE/CLM products were renamed in version 7.0. For details on the name change, read this blog.

Note: To avoid breakages, the product links, URLs, context roots, application war files, configuration directories, script file names, or error codes did not change.
Launchpad program updates
In this release, the version of IBM Installation Manager bundled with the launchpad in the ELM web installer has been updated to 1.9.1.3.
Log out from the application when using floating license
If you log in to any ELM application and obtain a floating license for that application, make sure you log out of the application. If you log out of JTS, the floating license is not released immediately.
Authentication Jazz Security Architecture SSO authentication

You can also use a variant of OIDC authentication where the Jazz Application Server is configured to delegate a third party identity provider to validate user credentials. See the Application Passwords for Native Client Authentication with OpenID Connect for more details.
Clustering Quality Management clustered environment

Now you can set up a clustered environment to host a Jazz Team Server and multiple Quality Management (QM) WebSphere Liberty nodes. For details and installation instructions, see the Interactive Installation Guide.
Link Index Provider Installing LDX on a dedicated server

Starting in version 7.x, the Link Index Provider application can be installed on its own dedicated server. For details, see this Deployment wiki document.
Oracle database Troubleshooting Oracle password requirements

If during the Jazz Team Server setup wizard you encounter the error SQLSTATE: 99999, SQLCODE: 17067, you might have Oracle database password issues.

Oracle password complexity policy requires that passwords have minimum of 12 characters in length. In addition, the password must contain at least one uppercase character, one lowercase character, and one digit. If your password contains special characters, multibyte characters, or starts with numbers or special characters, you must enclose it in double quotation marks. For details, see the Oracle documentation.
Reporting Document Builder as an optional install

Starting with release 7.x, IBM Engineering Lifecycle Optimization - Publishing (PUB) - Document Builder is available to install as part of the IBM Engineering Lifecycle Management launchpad. If you use PUB to create customized printable documents, you can generate documents from Document Builder. See information about architecture, deploying, tutorials, administering, and generating documents.

Note: If you are deploying Document Builder along with IBM Engineering Lifecycle Management, Document Builder must be deployed on a separate application server profile from ELM. See this technote for details.
Rhapsody Model Manager Architecture Management Extension for Change and Configuration Management

The IBM Engineering Systems Design Rhapsody - Model Manager application is shipped as an extension to the Change and Configuration Management application. The extension can be installed in two deployment modes: Model Management Server and Model and Code Management Server. For a brief description of the difference between these two modes as well as to define a list of required licenses, see Client access license management. The extension must be installed together with the Change and Configuration Management application when any deployment mode is selected, or on top of the previously installed instance of this application in the Model and Code Management Server mode only. Make sure the Change and Configuration Management application and the Architecture Management extension are at the same version.


Upgrade notes

Description
All applications
Upgrade order

The upgrade order for an ELM solution is Jazz Team Server first followed by the Global Configuration Management application, and then other applications. The reason for this order is that the GC SDK, which is bundled with the other applications, makes calls to the GCM server. If the GCM server is not newer or at the same level as the other applications, these calls could fail.
Upgrading from version 5.x

Upgrading to version 7.x is only supported from a version 6 release. Upgrading from a version 5 release to version 7.x is a two-step process. You must first upgrade your server to the latest fix pack of the version 6 release, start the server, ensure that the version 6 upgrade was successful, and then upgrade to version 7.x.

For instructions on upgrading from a version 5 release to the latest version 6 release, see the latest version 6 documentation.
Full-text search indexes must be rebuilt when you upgrade from 6.0.6.1 or earlier

Full-text search indexes must be rebuilt for both the ELM servers and the IBM Engineering Workflow Management Client for Eclipse IDE.

Typically, when you upgrade an installation by using the upgrade scripts, the full-text search indexes from the earlier installation are copied to the new installation. However, the upgrade scripts in 7.0 and later do not copy previous indexes from version 6.0.6.1 or earlier (including interim fixes). Instead, the new server automatically rebuilds the indexes in the background after you start it. Results of full-text searches might be incomplete until the reindexing operation is finished; the progress of the reindex is periodically written to the server log file.

Alternatively, instead of allowing the server to rebuild full-text search indexes online, you can rebuild them manually by running the repotools-<app> -rebuildTextIndices command after the upgrade is complete, but before you start the server, where <app> is one of am, ccm, or qm. Note that reindexing might be a lengthy process and can take many hours for a large database. In the web client, a system alert in the banner states that reindexing is in progress.

If you follow a manual upgrade procedure instead of running the upgrade scripts, you must ensure that the full-text indexes are not copied from the old installation to the new installation. If the new installation is configured to use the same full-text index location as the old installation (the value of the com.ibm.team.fulltext.indexLocation property in the old and new teamserver.properties file is the same absolute path name), you must either run the repotools-<app> -rebuildTextIndices command before you start the server, or delete the contents of the folder at that location before you start the server. You might want to preserve the old contents if you decide to abandon the upgrade and roll back to the previous release.

If an application is clustered, the offline reindexing procedure (using repotools) or the online procedure (ensuring that the full-text index folder is empty before starting the server) must be performed on each node in the cluster.

The IBM Engineering Workflow Management Client for Eclipse maintains a local full-text search index for the Team Artifact History view. When you upgrade the IBM Engineering Workflow Management Client for Eclipse to version 6.0.6.1 or later, the full-text search index is automatically deleted, which means the artifact history is cleared and will accumulate artifacts again after the upgrade.

For ELM servers, complete one of these steps:
  • For online background indexing, no action is required except to ensure that the full-text index folder is empty before you start the server.
  • For offline indexing before you start the server, run the appropriate repotools-<app> -rebuildTextIndices command.
Pre-upgrade data verification

For each application that you upgrade, make sure that you have applied the latest iFix available for the version you are migrating from. Then run repotools_xx -verify level=4 (where xx corresponds to the name of the repotools command for the application). If any problems are reported, run the corresponding repotools repair command before proceeding with the upgrade.
Run TRS validation

It is recommended to run TRS validation after you perform any upgrade. For more information, see Validating TRS feeds and the LQE index.
Backup your data before running the addTables command

Use the addTables command to migrate your database to a newer release.
  • The -addTables command changes the data in your database. Note: Make sure you have a backup before running this command.
  • Should the -addTables command fail for any reason, you must restore your data using the last good backup before rerunning the command.
For more information, see Repository tools command for adding or updating database tables.
Run -rebuildIndices repotools command

If you apply 7.0.2 iFix008 or later on an existing 7.0.2 iFix007 or earlier version, make sure you run both the -rebuildIndices repotools commands as shown in the example section for each of the following applications:

Note: Do not run the commands shown in the example if you are upgrading from 7.0.1 or previous version to 7.0.2 iFix008 or later version.

  • Jazz Team Server
  • Change and Configuration Management
  • IBM Engineering Test Management
  • IBM Requirements Management DOORS Next
  • Global Configuration Management
  • IBM Engineering Lifecycle Optimization - Engineering Insights
  • Data Collection Component
Perform the following steps for each application:
  1. Apply the iFix008 or later iFix patch.
  2. Shut down the application server.
  3. Run both the -rebuildIndices repotools commands for your platform as shown in the example section.

    Note: The commands might take some time to complete; hence, plan for downtime.

    Example

    The following is an example of both the -rebuildIndices repotools commands for IBM Requirements Management DOORS Next application:

    Windows

    • \repotools-rm.bat -rebuildIndices -clean packageNsUri=com.ibm.team.repository tableName=ITEM_STATES dropUnknown preserveKnown
    • \repotools-rm.bat -rebuildIndices packageNsUri=com.ibm.team.repository tableName=VERSION dropUnknown preserveKnown

    Linux

    • ./repotools-rm.sh -rebuildIndices -clean packageNsUri=com.ibm.team.repository tableName=ITEM_STATES dropUnknown preserveKnown
    • ./repotools-rm.sh -rebuildIndices packageNsUri=com.ibm.team.repository tableName=VERSION dropUnknown preserveKnown

    Note that the options packageNsUri, tableName, dropUnknown, and preserveKnown are not documented and should be used in the context of this upgrade only, or if directed by IBM support.

For more details, see Repository tools command to rebuild database indexes.
Apache Tomcat Apache Tomcat is not supported

Starting in version 6.0.1, Apache Tomcat was replaced by WebSphere Liberty as the default application server. In version 7.x, to migrate your Apache Tomcat to WebSphere Liberty, see the Interactive Upgrade Guide.
 
Global Configuration Management Adding release links in global configurations
If you are upgrading to version 7.0.2 from an earlier release and have associated EWM releases with global configurations, you must import release links into the GCM application as described in Adding release links in global configurations. If you do not perform this step, incoming links from work items might not be displayed correctly in the IBM Engineering Requirements Management DOORS Next and IBM Engineering Test Management after upgrade.
Jazz Authorization Server Upgrading Jazz Authorization Server when used in a cluster environment

The Interactive Upgrade Guide in version 7.0.2 includes steps to upgrade the Jazz Authorization Server when used in a Change and Configuration Management or Quality Management cluster environment. For details, see the Interactive Upgrade Guide.
Jazz Reporting Service The Reporting applications must be at the same level as Jazz Team Server

If you upgrade Jazz Team Server to version 7.0.2 and leave the Reporting applications at previous version, the Jazz Reporting Service will not work until it is upgraded to the same level as Jazz Team Server.
Licensing New licenses are required in version 7.0.2
  • If you are upgrading from version 6.x to 7.0.2, then you must get new 7.0 licenses.
  • If you are upgrading from 7.0 or 7.0.1 to 7.0.2, your 7.0 licenses will work.
  • If you are upgrading from 7.0 to 7.0.2, you must download a new RMM 7.0 license from Passport Advantage (permanent licenses) or from the License Key Centre (term and token licenses). See Licensing for Rhapsody Model Manager for more details.
For details on upgrading, see the Interactive Upgrade Guide.
Microsoft SQL Server database Resolving the CRJAZ1431E error message

If during the upgrade you encounter the following error message: CRJAZ1431E - The model COMPONENT_ID_IDX was illegally changed to be unique, you can use the SQL Server Management Studio to resolve the issue.
  1. Log into SQL Server Management Studio.
  2. Set the indices property to Unique for both VVCMODEL_CHANGE_SET_ID_IDX and VVC_MODEL_COMPONENT_ID_IDX.
Rational Rhapsody Design Manager End of support

Starting in version 7.x, the Rational Rhapsody Design Manager application is no longer delivered. However, you can keep your current Rational Rhapsody Design Manager version 6.0.6.1 in an upgraded ELM version 7.x. If you want to keep your Rational Rhapsody Design Manager version 6.0.6.1 in your IBM Engineering Lifecycle Management version 7.x environment, read this article.
Requirements Management Disable the CleanupUnusedIndexesVersionsTask

There is an issue with this task in the Requirements Management application that is planned to be addressed in a future release. As a result, this task must be disabled in version 7.x. For details on how to disable this task, see the Interactive Upgrade Guide.
Lifecycle Query Engine data sources must be reindexed when upgrading from any 6.x release

If you use Lifecycle Query Engine, you must reindex your Requirements Management application after the upgrade. All other applications do not require reindexing in this release. For details, see the Interactive Upgrade Guide.
Check the minimum client compatibility version

When you upgrade the Requirements Management application and select the Upgrade script as the upgrade method, after the configuration files are merged, an editor opens where you can check the Requirements Management teamserver.properties file. Note that first the Jazz Team Server teamserver.properties file opens, then the application teamserver.properties opens for review. If the com.ibm.team.repository.minimumClientCompatibilityVersion property exists in the teamserver.properties file, review if the value is a supported version. If it is not a supported version, update the value or delete the entire property.
The upgrade is only supported from 6.0.2 and later

The Requirements Management application upgrade is only supported from version 6.0.2 and later. If your current Requirements Management application is at a different version, you must first upgrade to one of these supported versions and apply the latest interim fix for that version, before you can upgrade to version 7.x.
Rhapsody Model Manager Updating license keys

The Systems and Software Engineer license enables configuration management operations on your models in the Model Management Server deployment mode. Alternatively, if the Model and Code Management Server deployment mode is used, you are entitled to perform configuration management operations on both your models and code. To use the Model and Code Management Server deployment mode, the Developer role is required in addition to the Systems and Software Engineer role. If you are upgrading from release 7.0 to 7.0.2, the Systems and Software Engineer license must be updated for use with 7.0.2. If you plan to use Engineering Rhapsody Design Manager 6.0.6.1 with applications from IBM Engineering Lifecycle Management 7.x, the license keys for Engineering Rhapsody Design Manager must be updated. See Working with Rhapsody Design Management 6.0.6.1 in Engineering Lifecycle Management 7.x for more information.
Upgrading from 6.x to 7.x Extension for CCM

In version 7.x, the IBM Engineering Systems Design Rhapsody - Model Manager application is removed from the solution as a standalone application and is replaced by an extension to the Change and Configuration Management application.

If your previous RMM application was installed on the same server as the CCM application, you must use server rename to move one of the applications to a new location before you can upgrade. See the Interactive Upgrade Guide for details.
Improving the Rhapsody Model Manager application upgrade performance and execution

If you have an AM application repository with a large number of artifacts, you can reduce the server downtime during migration by running the database migration tasks, while keeping the existing server active. See the Interactive Upgrade Guide for details.

Note: It is recommended to run database migration tasks when you upgrade from version 7.0 or earlier. If you upgrade from version 7.0.1, items states are not updated; hence, it does not take a significant amount of time.
WebSphere Application Server The required version of WebSphere Application Server is 9.0.5

In this release, the supported version of WebSphere Application Server is version 9. If you are using the traditional WebSphere Application Server rather than WebSphere Liberty installed by IBM Engineering Lifecycle Management, you must first upgrade your WebSphere Application Server to version 9, and then upgrade Jazz Team Server and ELM applications. For migrating WebSphere Application Server, see the WebSphere Application Server documentation. However, it is recommended to move to WebSphere Liberty server.
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