Upgrading to IBM WebSphere Portal and Web Content Manager V8.5

Transcription

1 Upgrading to IBM WebSphere Portal and Web Content Manager V8.5 Joseph John Portal Migration Development Lead April 28, 2015 WebSphere Support Technical Exchange Click to add text

2 WebSphere Support Technical Exchange 2 Agenda WebSphere Portal Migration Migration Walkthrough V8.5 Migration Knowledge Center V8.5 Migration Workflows Portal 8/WAS855 to Portal 85 Migration Cluster Migration Migration Strategies Enabling New Functionality Troubleshooting Resource Links Q&A

3 WebSphere Support Technical Exchange 3 WebSphere Portal Migration The goal of Portal Migration is to move all content, applications, and pages from the source to target environment while maintaining the same look and feel of the original website. To the end user, the website should look and be functionally the same. New Portal features are installed, but not enabled. Some applications and content may need to be manually updated to meet new specifications. Toleration vs. Exploitation Before After

4 WebSphere Support Technical Exchange 4 WebSphere Portal Migration Migration can be performed locally or remote. Migration can be non-destructive and allow both the source and target to run simultaneously. WCM Support can be added to a Portal Server during migration. Migration is only supported from the two previous main versions. v7 v8.5 is supported v8 v8.5 is supported v6.1 v8.5 is not supported Migration is not cross platform. v7 on Linux v8.5 on Linux is supported v7 on Windows v8.5 on Linux is not supported Platform changes should be done as a separate task before or after migration. Migration does not allow changing cell or node names. Cell and node name changes should be done as a separate task before or after migration.

5 WebSphere Support Technical Exchange 5 Before Starting Plan Define complete for each environment Devise a rollback plan System Migration Path and Development Migration Path should be worked in parallel Check out CTC on Greenhouse to get an idea of the new features Migrate once, then stage other environments Prepare Scope required resources and time Obtain necessary software and hardware Determine which applications need to be updated and begin updating them in a sandbox environment Practice Practice and become familiar with the process Stage a migration practice run using an environment that mimics the production environment as closely as possible

6 WebSphere Support Technical Exchange 6 Manual Migration Use available WebSphere and Portal administration tools to bring necessary configuration and applications to the target environment. XMLAccess WASAdmin Cross-version Syndication environment will be a clean environment with new features enabled. Do you already have a business process to quickly bring up a new environment that will meet all business requirements? Will you need to create this process after migration? IBM Services can assist with the development of a manual migration process. IBM Support can assist if the execution of specific tasks in a manual migration fail.

7 WebSphere Support Technical Exchange 7 Migration Walkthrough Part 1: Prepare source and target environment Part 2: Import source Portal Profile to target environment Part 3: Connect target environment to copies of the Databases Part 4: Upgrade the target Portal Profile Part 5: Post migration steps

8 WebSphere Support Technical Exchange 8 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Source CE 7 WAS 7 WP 7 Profile OS v7 Pages WP 7 Bin OS

9 WebSphere Support Technical Exchange 10 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Source CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5 WP 8.5 Bin OS OS

10 WebSphere Support Technical Exchange 11 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Source CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5+ WP 8.5 Bin+ OS OS

11 WebSphere Support Technical Exchange 12 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Source RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5+ WP 8.5 Bin+ OS OS

12 WebSphere Support Technical Exchange 13 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Source RemMigPkg RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5+ WP 8.5 Bin+ OS OS

13 WebSphere Support Technical Exchange 14 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Source RemMigPkg RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5+ WP 8.5 Bin+ OS OS

14 WebSphere Support Technical Exchange 15 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Source AutoSync RemMigPkg RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5+ WP 8.5 Bin+ OS OS

15 WebSphere Support Technical Exchange 16 Prepare Source and Environment S: Apply latest fix pack T: Binary-only install T: Apply latest fix pack T: Create remote migration package S: Copy remote migration package S: Disable Automatic synchronization S: Prevent changes Refer to the KB for additional preparation steps such as making backups, updating database statistics, and ensuring there is no locked content. Changes Source AutoSync RemMigPkg RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5+ WP 8.5 Bin+ OS OS

16 WebSphere Support Technical Exchange 17 Best Practices Make sure to apply latest fix packs to source and target Disable AutoSync Limit changes in source environment Changes Source AutoSync RemMigPkg RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7+ WP 7 Bin+ WAS 8.5+ WP 8.5 Bin+ OS OS

17 WebSphere Support Technical Exchange 18 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

18 WebSphere Support Technical Exchange 19 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade Clean profile prior to exporting Specify 2GB heap size with -javaoption -Xmx2048m T: Copy exported backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source RemMigPkg CE 7 v7 Pages WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS Java

19 WebSphere Support Technical Exchange 20 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade Clean profile prior to exporting Specify 2GB heap size with -javaoption -Xmx2048m T: Copy exported backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source WASPreUpgrade Backup Profile CE 7 v7 Pages WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

20 WebSphere Support Technical Exchange 21 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile Update wkplc*.properties files Clean backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source Backup Profile Backup Profile CE 7 v7 Pages WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

21 WebSphere Support Technical Exchange 22 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile Update wkplc*.properties files Clean backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source Backup Profile Update ports/dmgr hostname Backup Profile CE 7 v7 Pages WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

22 WebSphere Support Technical Exchange 23 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile Update wkplc*.properties files Clean backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source Backup Profile CE 7 v7 Pages WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

23 WebSphere Support Technical Exchange 24 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile Update wkplc*.properties files Clean backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source JCR Data Backup Profile CE 7 v7 Pages WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin JCR OS OS

24 WebSphere Support Technical Exchange 25 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine Source JCR Data Backup Profile CE 7 v7 Pages WP 7 Profile Default WAS 8.5 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

25 WebSphere Support Technical Exchange 26 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade Specify 2GB heap size with -javaoption -Xmx2048m Restore JCR data to backup profile T: Upgrade ConfigEngine using upgradeconfigengine Make sure to bring over any dependencies for any custom code. Source CE 7 WAS 7 WP 7 Profile v7 Pages WP 7 Bin JCR Data CE 7 WAS 8.5 Backup Profile v7 Pages WP 7 Profile WP 8.5 Bin WASPostUpgrade OS OS

26 WebSphere Support Technical Exchange 28 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade Specify 2GB heap size with -javaoption -Xmx2048m Restore JCR data to backup profile T: Upgrade ConfigEngine using upgradeconfigengine Make sure to bring over any dependencies for any custom code. Source CE 7 v7 Pages CE 7 v7 Pages WP 7 Profile WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

27 WebSphere Support Technical Exchange 29 Import Source Portal Profile to Environment S: Export profile using WASPreUpgrade T: Copy exported backup profile T: Create a default profile using manageprofiles T: Import profile using WASPostUpgrade T: Upgrade ConfigEngine using upgradeconfigengine At this point you can start the Portal Server for a sanity check. It should start and serve web pages, but expect to see many errors in the log files. Source CE 7 v7 Pages CE 8.5 v7 Pages WP 7 Profile WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

28 WebSphere Support Technical Exchange 30 Best Practices Clean up source profile and backup profile to prevent OOM wp_profile should be less than 2GB Temporarily remove JCR Data if needed Use appropriate heap size for WASPreUpgrade and WASPostUgprade Usually 2GB is sufficient, but larger can be used if enough physical memory If a local standalone migration, update serverindex.xml ports in backup profile to prevent port collisions Copy any custom jars or files that will be needed by your target environment Source CE 7 v7 Pages CE 8.5 v7 Pages WP 7 Profile WP 7 Profile WAS 7 WP 7 Bin WAS 8.5 WP 8.5 Bin OS OS

29 WebSphere Support Technical Exchange 31 Connect Environment to Database Copies S: Make copies of the databases T: Update the db_type and db_domain properties files T: Run ConfigEngine validate-database task T: Run ConfigEngine connect-database task T: For z/os only, update the database with ConfigEngine upgradedatabase Source v7 WKPLC DB Props WP 7 Profile WKPLC DB Props WP 7 Profile

30 WebSphere Support Technical Exchange 32 Connect Environment to Database Copies S: Make copies of the databases T: Update the db_type and db_domain properties files T: Run ConfigEngine validate-database task T: Run ConfigEngine connect-database task T: For z/os only, update the database with ConfigEngine upgradedatabase Source v7 v7 WKPLC DB Props WP 7 Profile WKPLC DB Props WP 7 Profile

31 WebSphere Support Technical Exchange 33 Connect Environment to Database Copies S: Make copies of the databases T: Update the db_type and db_domain properties files JDBC 4 drivers are required T: Run ConfigEngine validate-database task T: Run ConfigEngine connect-database task T: For z/os only, update the database with ConfigEngine upgradedatabase Source v7 v7 WKPLC DB Props WP 7 Profile WKPLC DB Props WP 7 Profile

32 WebSphere Support Technical Exchange 34 Connect Environment to Database Copies S: Make copies of the databases T: Update the db_type and db_domain properties files T: Run ConfigEngine validate-database task T: Run ConfigEngine connect-database task T: For z/os only, update the database with ConfigEngine upgradedatabase Source v7 v7 WKPLC DB Props WP 7 Profile WKPLC DB Props WP 7 Profile

33 WebSphere Support Technical Exchange 35 Connect Environment to Database Copies S: Make copies of the databases T: Update the db_type and db_domain properties files T: Run ConfigEngine validate-database task T: Run ConfigEngine connect-database task T: For z/os only, update the database with ConfigEngine upgradedatabase Source v7 v7 WKPLC DB Props WP 7 Profile WKPLC DB Props WP 7 Profile

34 WebSphere Support Technical Exchange 36 Connect Environment to Database Copies S: Make copies of the databases T: Update the db_type and db_domain properties files T: Run ConfigEngine validate-database task T: Run ConfigEngine connect-database task T: For z/os only, update the database with ConfigEngine upgradedatabase Source v7 V8.5 WKPLC DB Props WP 7 Profile WKPLC DB Props WP 7 Profile

35 WebSphere Support Technical Exchange 37 Best Practices Use copies of the Databases Make sure to update database properties in target environment and specify JDBC 4 drivers Invalid or corrupt data may exist in the DB from previous versions or test code so make sure to use latest fix pack Run DB Stats before and during DB Upgrade to improve performance Source v7 v7 WKPLC DB Props WP 7 Profile WKPLC DB Props WP 7 Profile

36 WebSphere Support Technical Exchange 38 Upgrade the target Portal Profile Run ConfigEngine upgrade-profile v7 CE 8.5 WAS 8.5 WP 7 Profile OS v7 Pages WP 8.5 Bin

37 WebSphere Support Technical Exchange 39 Upgrade the target Portal Profile Run ConfigEngine upgrade-profile Upgrades profile to v85 Portal Configurations Portal Applications Portal Databases (except for DB2 on z/os) Pages are not modified v8.5 CE 8.5 WAS 8.5 WP 8.5 Profile OS v7 Pages WP 8.5 Bin

38 WebSphere Support Technical Exchange 40 Best Practices In CF05 upgrade-profile will automatically restart where it left off Previously, -Dwp.migration.framework.resume=<resume point> was used to specify the resume point For troubleshooting, use -DskipCleanup=true to preserve work folder Make sure to clean the contents of wp_profile/configengine/config/work v8.5 CE 8.5 WAS 8.5 WP 8.5 Profile OS v7 Pages WP 8.5 Bin

39 WebSphere Support Technical Exchange 41 Post Migration Tasks Always complete post migration tasks prior to enabling any new features NEW in CF03: Run PRE-APPLY-PTF and APPLY-PTF Administration Tasks Re-enable automatic synchronization Migrate WebServer Configurations Update migrated pages and code MyFaces 2.0 JSF Implementation Java 1.7 Deprecated and unsupported features Regression and Performance Testing Refer to the KB for many other Post Migration Tasks

40 WebSphere Support Technical Exchange 42 Refreshing Content Prohibit updates during migration Changes are not essential Dual updates in both environments Few changes and strong process management Content refresh Many changes Re-migrates entire JCR Database (not just the updates) Not available in v85 Cross-version syndication Only for latest v7 and v8001 fix packs Works in one direction, from source to target

41 WebSphere Support Technical Exchange 44 V8.5 Migration Enhancements Portal 8.5 Improve documentation Cross-version Syndication ConfigWizard Workflows Portal 8.5 CF03 Support for 7002 server offering migration Portal 8.5 CF06 Update VP creation scripts Admin, Application, and Hidden Pages standardization Portal 8.5 CF07 Updated ConfigWizard workflows Enable new features with APPLY-PTF Portal 8.5 CF05 Improved APPLY-PTF support Auto-resume upgrade-profile start-portal-server optimization

42 WebSphere Support Technical Exchange 45 V8.5 Migration Knowledge Center Flatten Topics into key sections: Planning for Migration Prepare your Source Environment Setting up the Environment Migrate using the Configuration Wizard Post Migration Steps Enabling New Functionality Organize and group documents Rewrite and improve content

43 WebSphere Support Technical Exchange 46 V8.5 Migration Roadmap Part 1: Prepare source and target environment Part 2: Import source Portal Profile to target environment Config Wizard Workflow Part 3: Connect target environment to copies of the Databases Config Wizard Workflow Part 4: Upgrade the target Portal Profile Config Wizard Workflow Part 5: Post migration steps

44 WebSphere Support Technical Exchange 47 V8.5 Migration Workflows Select Update or Maintain a current Environment

45 WebSphere Support Technical Exchange 48 V8.5 Migration Workflows

46 WebSphere Support Technical Exchange 49 V8.5 Migration Workflows Enter General Settings

47 WebSphere Support Technical Exchange 50 V8.5 Migration Workflows Specify Migration Settings

48 WebSphere Support Technical Exchange 51 V8.5 Migration Workflows Source Environment

49 WebSphere Support Technical Exchange 52 V8.5 Migration Workflows Environment

50 WebSphere Support Technical Exchange 53 V8.5 Migration Workflows Step-by-step Instructions

51 WebSphere Support Technical Exchange 54 V8.5 Migration Workflows Step-by-step Instructions

52 WebSphere Support Technical Exchange 55 V8.5 Migration Workflows

53 WebSphere Support Technical Exchange 56 WorkflowInstanceScriptsAll.zip /opt/ibm/websphere/appserver/bin/waspostupgr ade.sh /tmp/wp_profile_bak -profilename wp_profile -oldprofile wp_profile -username wpsadmin -password wpsadmin -includeapps true -backupconfig false -javaoption - Xmx2048m /wp8next/wp_profile/configengine/configengin e.sh -DWasPassword=wpsadmin - DPortalAdminPwd=wpsadmin -javaoption - Xms512m -javaoption -Xmx2048m - Dwcm.transactionTimeout=1200 upgrade-profile

54 WebSphere Support Technical Exchange 57 V8.5 Migration Workflows Downloaded Instructions

55 WebSphere Support Technical Exchange 58 V8.5 Migration Workflows

56 WebSphere Support Technical Exchange 59 Portal 8/WAS855 to Portal 8.5 Migration WASPre/PostUpgrade tasks will not work since WebSphere versions are the same Stage a Portal 8/WAS8 environment and migrate the staging environment In-place migration from Portal 8/WAS855 to Portal 8.Next/WAS855 Back up the wp_profile_root using manageprofiles Uninstall WebSphere Portal Version 8 using the IBM Installation Manager. Delete files from the WebSphere Application Server AppServer path Install only the Portal 8.5 binary. Do not create a Portal profile. Restore the wp_profile_root using manageprofiles. Continue with Migration workflow starting at the UpgradeConfigEngine step. CE 8 WAS 855 WP 8 Profile OS v8 Pages WP8.5 Bin

57 WebSphere Support Technical Exchange 60 Cluster Migration Part 1: Migrate the DMGR Part 2: Migrate the Nodes Perform on all nodes before continuing Part 3: Upgrade the Nodes Perform on all nodes before continuing

58 Source WebSphere Support Technical Exchange 61 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin

59 Source WebSphere Support Technical Exchange 62 Cluster Migration Migrate DMGR profile S: Disable AutoSync T: Install binaries T: Create filefordmgr.zip S: Copy filefordmgr.zip S: WASPreUpgrade T: Copy backup profile T: WASPostUpgrade Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations Server Server DMGR Agent Agent Profile v7 Profile v7 Profile WAS7 Bin WP7 Bin WP7 Bin WAS85 Bin

60 Source WebSphere Support Technical Exchange 63 Cluster Migration Migrate DMGR profile S: Disable AutoSync T: Install binaries T: Create filefordmgr.zip S: Copy filefordmgr.zip S: WASPreUpgrade T: Copy backup profile T: WASPostUpgrade Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations Server Server DMGR Agent Agent Profile v7 Profile v7 Profile WAS7 Bin WP7 Bin WP7 Bin migpkg WAS85 Bin

61 Source WebSphere Support Technical Exchange 64 Cluster Migration Migrate DMGR profile S: Disable AutoSync T: Install binaries T: Create filefordmgr.zip S: Copy filefordmgr.zip S: WASPreUpgrade T: Copy backup profile T: WASPostUpgrade Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations migpkg Server Server DMGR Agent Agent Profile v7 Profile v7 Profile WAS7 Bin WP7 Bin WP7 Bin WAS85 Bin

62 Source WebSphere Support Technical Exchange 65 Cluster Migration Migrate DMGR profile S: Disable AutoSync Backup T: Install binaries T: Create filefordmgr.zip S: Copy filefordmgr.zip S: WASPreUpgrade T: Copy backup profile T: WASPostUpgrade Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations migpkg Server Server DMGR Agent Agent Profile v7 Profile v7 Profile WAS7 Bin WP7 Bin WP7 Bin WAS85 Bin

63 Source WebSphere Support Technical Exchange 66 Cluster Migration Migrate DMGR profile S: Disable AutoSync T: Install binaries T: Create filefordmgr.zip S: Copy filefordmgr.zip S: WASPreUpgrade T: Copy backup profile T: WASPostUpgrade Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations Server Server DMGR Agent Agent Profile v7 Profile v7 Profile WAS7 Bin WP7 Bin WP7 Bin Backup WAS85 Bin

64 Source WebSphere Support Technical Exchange 67 Cluster Migration Migrate DMGR profile S: Disable AutoSync T: Install binaries T: Create filefordmgr.zip S: Copy filefordmgr.zip S: WASPreUpgrade T: Copy backup profile T: WASPostUpgrade Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations Server Server DMGR Agent Agent Profile v7 Profile v7 Profile WAS7 Bin WP7 Bin WP7 Bin Backup DMGR Profile WAS85 Bin

65 Source WebSphere Support Technical Exchange 68 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Profile WAS85 Bin

66 Source WebSphere Support Technical Exchange 69 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Install binaries Create MigRemPkg WASPreUpgrade WASPostUpgrade Set up unique ports Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Profile WAS85 Bin

67 Source WebSphere Support Technical Exchange 70 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Install binaries Create MigRemPkg WASPreUpgrade WASPostUpgrade Set up unique ports Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Profile WAS85 Bin WP85 Bin

68 Source WebSphere Support Technical Exchange 71 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Install binaries Create MigRemPkg WASPreUpgrade WASPostUpgrade Set up unique ports Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Profile WAS85 Bin Server Agent v7 Profile WP85 Bin

69 Source WebSphere Support Technical Exchange 72 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Install binaries Create MigRemPkg WASPreUpgrade WASPostUpgrade Set up unique ports Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Profile WAS85 Bin Server Agent v7 Profile WP85 Bin WP85 Bin

70 Source WebSphere Support Technical Exchange 73 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Install binaries Create MigRemPkg WASPreUpgrade WASPostUpgrade Set up unique ports Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Profile WAS85 Bin Server Agent v7 Profile WP85 Bin Server Agent v7 Profile WP85 Bin

71 Source WebSphere Support Technical Exchange 74 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Set up unique ports Start DMGR/Node Agents Update ports in ISC Fully re-synchronize Restart DMGR/Node Agents Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Server Agent Server Agent Profile v7 Profile v7 Profile WAS85 Bin WP85 Bin WP85 Bin

72 Source WebSphere Support Technical Exchange 75 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Set up unique ports Start DMGR/Node Agents Update ports in ISC Fully re-synchronize Restart DMGR/Node Agents Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Server Agent Server Agent Profile v7 Profile v7 Profile WAS85 Bin WP85 Bin WP85 Bin

73 Source WebSphere Support Technical Exchange 76 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Set up unique ports Start DMGR/Node Agents Update ports in ISC Fully re-synchronize Restart DMGR/Node Agents Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Server Agent Server Agent Profile v7 Profile v7 Profile WAS85 Bin WP85 Bin WP85 Bin

74 Source WebSphere Support Technical Exchange 77 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Set up unique ports Start DMGR/Node Agents Update ports in ISC Fully re-synchronize Restart DMGR/Node Agents Complete node migrations WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Server Agent Server Agent Profile v7 Profile v7 Profile WAS85 Bin WP85 Bin WP85 Bin

75 Source WebSphere Support Technical Exchange 79 Cluster Migration Migrate DMGR profile Stop source DMGR and node agents Migrate node profiles Set up unique ports Complete node migrations Upgrade ConfigEngine Connect to DB Copies Run upgrade-profile Restart Source Env Post migration tasks WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile DMGR Profile Server Agent v85 Profile WP7 Bin Server Agent v85 Profile WAS85 Bin WP85 Bin WP85 Bin

76 Source WebSphere Support Technical Exchange 81 Best Practices Make sure AutoSync is disabled Make sure the Source DMGR/Node Agents are stopped Don't forget to set up unique ports WAS7 Bin Server WP7 Bin Server DMGR Agent Agent Profile v7 Profile v7 Profile WP7 Bin DMGR Server Agent Server Agent Profile v85 Profile v85 Profile WAS85 Bin WP85 Bin WP85 Bin

77 WebSphere Support Technical Exchange 82 Migration Strategies Scenario 1: Tiered Environment Scenario 2: Large Cluster Scenario 3: Locked-down Environment

78 WebSphere Support Technical Exchange 83 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod Source

79 Source WebSphere Support Technical Exchange 84 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod

80 Source WebSphere Support Technical Exchange 85 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod

81 Source WebSphere Support Technical Exchange 86 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod Syndication

82 Source WebSphere Support Technical Exchange 87 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod Syndication

83 Source WebSphere Support Technical Exchange 88 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod

84 Source WebSphere Support Technical Exchange 89 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod MIG Dev

85 Source WebSphere Support Technical Exchange 90 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod s2p & RB Dev Test

86 Source WebSphere Support Technical Exchange 91 Mixed Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod Dev Test

87 Source WebSphere Support Technical Exchange 92 Mixed Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod s2p & RB Dev Test Prod

88 Source WebSphere Support Technical Exchange 93 Tiered Environment Make sure lowest tier standalone server has most current content Migrate lowest tier Build out the rest of the environments using s2p and RB Dev Test Prod Dev Test Prod

89 WebSphere Support Technical Exchange 94 Large Cluster Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source

90 WebSphere Support Technical Exchange 95 Large Cluster Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging s2p & RB

91 WebSphere Support Technical Exchange 96 Large Cluster Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging MIG

92 WebSphere Support Technical Exchange 97 Large Cluster Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging

93 WebSphere Support Technical Exchange 98 Large Cluster Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging

94 WebSphere Support Technical Exchange 99 Locked-down Environment Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging

95 WebSphere Support Technical Exchange 100 Locked-down Environment Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging s2p & RB

96 WebSphere Support Technical Exchange 101 Locked-down Environment Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging MIG

97 WebSphere Support Technical Exchange 102 Locked-down Environment Create staging server using s2p and RB Migrate staging server Build out the rest of the cluster Source Staging

98 WebSphere Support Technical Exchange 104 New Functionality Apply new Portal85 Theme to Portal Take advantage of CTC 4.3 as a basis for the new v8.5 Theme Update content to take advantage of new WCM Features Approver role is replaced by Reviewer and Draft Creator Role Update Page Templates Enable the 8.5 Site Toolbar for VP's Update Custom Themes

99 WebSphere Support Technical Exchange 105 Managed Pages Pages and content were maintained separately This could lead to dangling pointers Managed Pages treats pages a content items Web Content Pages Portal Site Library CR Content Association P1 P2

100 WebSphere Support Technical Exchange 106 Managed Pages Enable Managed Pages enable-managed-pages create-virtual-portal-site-nodes create-page-nodes Updating content mappings internalize-content-mappings P1 Portal Site Library CR P2 Web Content Pages CR Content Association P1 P2

101 WebSphere Support Technical Exchange 107 Managed Pages Content Content Associations Managed Pages Enable Managed Pages enable-managed-pages create-virtual-portal-site-nodes create-page-nodes Updating content mappings internalize-content-mappings P1 Portal Site Library CR P2

102 WebSphere Support Technical Exchange 109 Managed Pages Roll-out Enable Managed Pages in one Environment Run empty-portal on the other environments Use ExportManagedPagesRelease.xml to bring over Portal Artifacts Use syndication to bring over pages Release Content Portlets Themes Pages Dev Authoring JCR PAGES Content Portlets Release Content Portlets Themes JCR PAGES Content Portlets Pages Delivery Release Content Portlets Themes JCR PAGES Content Portlets Pages

103 WebSphere Support Technical Exchange 110 Managed Pages Roll-out Enable Managed Pages in one Environment Run empty-portal on the other environments Use ExportManagedPagesRelease.xml to bring over Portal Artifacts Use syndication to bring over pages Release Content Dev Authoring JCR PAGES Content Portlets Release Content Portlets Themes JCR PAGES Content Portlets Pages Delivery Release Content JCR PAGES Content Portlets

104 WebSphere Support Technical Exchange 111 Managed Pages Roll-out Enable Managed Pages in one Environment Run empty-portal on the other environments Use ExportManagedPagesRelease.xml to bring over Portal Artifacts Use syndication to bring over pages Release Content Portlets Themes Dev Authoring JCR PAGES Content Portlets Release Content Portlets Themes JCR PAGES Content Portlets Pages Delivery Release Content Portlets Themes JCR PAGES Content Portlets

105 WebSphere Support Technical Exchange 112 Managed Pages Roll-out Enable Managed Pages in one Environment Run empty-portal on the other environments Use ExportManagedPagesRelease.xml to bring over Portal Artifacts Use syndication to bring over pages Release Content Portlets Themes Release Content Portlets Themes Dev Authoring JCR PAGES Content Portlets Pages JCR PAGES Content Portlets Pages Syndication Release Content Portlets Themes Delivery JCR PAGES Content Portlets Pages Syndication

106 WebSphere Support Technical Exchange 113 Portal Static Pages New page format introduced in Portal 7 Includes style information in the portlet containers Fixed layout which must be defined on the server Required to take full advantage of new WCM UI introduced in v8 Portal 8 and 85 themes can only be applied to Portal Static Pages v8.5 CE 8.5 WAS 8.5 WP 8.5 Profile OS v7 Pages WP 8.5 Bin

107 WebSphere Support Technical Exchange 114 Portal Static Pages Updates Page Tree XML exports Original pages are not modified Default layouts Cannot be fully automated because of Custom Layouts????

108 WebSphere Support Technical Exchange 115 Portal Page Migration Tool Files Layouts contains layout definition files that are used to determine page layouts Wireframes Custom layouts generated by analyze option that must be uploaded to webdav before importing pages LayoutTemplates.xml LayoutTemplate configuration that includes container names which are applied to new pages during migration Settings.xml Contains layout conversion rules

109 WebSphere Support Technical Exchange 116 Portal Page Migration Tool Changes Update type to static page Add Layout Parameters for each Page Add layout node name for each node

110 WebSphere Support Technical Exchange 117 Portal Page Migration Export pages Setup the tool Run analysis Run migration Import new pages Default Layouts Portal PPM Tool Settings Default Layouts

111 WebSphere Support Technical Exchange 118 Portal Page Migration Export pages Setup the tool Run analysis Run migration Import new pages Default Layouts Portal PPM Tool Settings Default Layouts

112 WebSphere Support Technical Exchange 119 Portal Page Migration Export pages Setup the tool Run analysis Run migration Import new pages Default Layouts Portal PPM Tool Updated Settings Default Layouts

113 WebSphere Support Technical Exchange 120 Portal Page Migration Export pages Setup the tool Run analysis Custom skeleton layouts generated Analyze layout statistics Run migration Import new pages PPM Tool Default Layouts Portal Updated Settings Custom Layouts

114 WebSphere Support Technical Exchange 121 Portal Page Migration Export pages Setup the tool Run analysis Run migration Import new pages Default Layouts Portal PPM Tool Updated Settings Custom Layouts

115 WebSphere Support Technical Exchange 122 Portal Page Migration Export pages Setup the tool Run analysis Run migration Import new pages Custom layouts must be uploaded first Exported pages not modified PPM Tool Custom Layouts Portal Updated Settings Custom Layouts

116 WebSphere Support Technical Exchange 123 Portal Page Migration Tool Setup C:\temp\ppm>java -jar ppm.jar -setup Portal Page Migration Tool Version Settings document does not exist, generating default settings document: Settings.xml LayoutTemplates.xml was not found. Created file: LayoutTemplates.xml layouts created../layouts/1column.xml was not found. Created file:./layouts/1column.xml./layouts/2column.xml was not found. Created file:./layouts/2column.xml./layouts/3column.xml was not found. Created file:./layouts/3column.xml./layouts/header2column.xml was not found. Created file:./layouts/header2column.xml./layouts/2columnfooter.xml was not found. Created file:./layouts/2columnfooter.xml./layouts/header2columnfooter.xml was not found. Created file:./layouts/header2columnfooter.xml

117 WebSphere Support Technical Exchange 124 Portal Page Migration Tool Analysis ===================================================== Analyzing page [1/6]: Z6_68GGHIC0JG8IF0IN5FN Detected Layout: 1Column New Layout: 1Column - ordinal: 100, orientation: H - ordinal: 100, orientation: V ===================================================== Analyzing page [2/6]: Z6_68GGHIC0JG8IF0IN5FN Detected Layout: 3Column New Layout: 3ColumnEqual - ordinal: 100, orientation: H - ordinal: 100, orientation: V - ordinal: 200, orientation: V - ordinal: 300, orientation: V ===================================================== Analyzing page [3/6]: Z6_68GGHIC0JG8IF0IN5FN53910K1 Detected Layout: Header2ColumnFooter New Layout: Unknown - ordinal: 100, orientation: V - ordinal: 100, orientation: H - ordinal: 200, orientation: H - ordinal: 100, orientation: V - ordinal: 200, orientation: V - ordinal: 300, orientation: H New Wireframe created and new rule added to Settings.xml

118 Portal Page Migration Tool Analysis ============================================================================= =========== SOURCE PAGE STATS =========== ============================================================================= LAYOUT Header2Column[1/6] - 1 pages - ordinal: 100, orientation: V - ordinal: 100, orientation: H - ordinal: 200, orientation: H - ordinal: 100, orientation: V - ordinal: 200, orientation: V - pagetree.xml: Z6_68GGHIC0JG8IF0IN5FN53910U2 [1/1] ============================================================================= LAYOUT 3Column[2/6] - 1 pages - ordinal: 0, orientation: H - ordinal: 0, orientation: V - ordinal: 100, orientation: V - ordinal: 200, orientation: V - pagetree.xml: Z6_68GGHIC0JG8IF0IN5FN [1/1] ============================================================================= =========== SOURCE PAGE STATS SUMMARY =========== ============================================================================= Layout: 2ColumnFooter[1/6] - 1 pages Layout: 2Column[2/6] - 1 pages Layout: Header2ColumnFooter[3/6] - 1 pages WebSphere Support Technical Exchange 125

119 Portal Page Migration Tool Migration Converting file: pagetree.xml ============================================================================= Converting page [1/6]: Z6_68GGHIC0JG8IF0IN5FN Detected Layout: 1Column New Layout: 1Column ============================================================================= Converting page [2/6]: Z6_68GGHIC0JG8IF0IN5FN Detected Layout: 3Column New Layout: 3ColumnEqual ============================================================================= Converting page [3/6]: Z6_68GGHIC0JG8IF0IN5FN53910K1 Detected Layout: Header2ColumnFooter New Layout: Header2ColumnFooter ============================================================================= Converting page [6/6]: Z6_68GGHIC0JG8IF0IN5FN Detected Layout: 2ColumnFooter New Layout: 2ColumnFooter Object ids will not be removed =============================================================================== Converted pages created at C:\temp\ppm\test-migrated WebSphere Support Technical Exchange 126

120 WebSphere Support Technical Exchange 129 Resources Portal 8.5 Knowledge Center Portal 8.5 Migration Roadmaps Portal 8.5 Workflow Troubleshooting Recommended fixes Staging to Production Portal Page Migration Tool

121 WebSphere Support Technical Exchange 130 Connect with us! 1. Get notified on upcoming webcasts Send an to with subject line wste subscribe to get a list of mailing lists and to subscribe 2. Tell us what you want to learn Send us suggestions for future topics or improvements about our webcasts to wsehelp@us.ibm.com

122 WebSphere Support Technical Exchange 131 Questions and Answers

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