Tivoli Tivoli Intelligent ThinkDynamic Orchestrator

Tioli Tioli Intelligent ThinkDynamic Orchestrator Version 2.1 Migration Guide for Windows GC32-1608-00

Note: Before using this information and the product it supports, be sure to read the general information under Notices on page 63. First Edition, June 2004 This edition applies to Version 2.1 of Tioli Intelligent ThinkDynamic Orchestrator (product number 5724-I15) and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright IBM Corporation 2003, 2004. All rights resered. May only be used pursuant to a Tioli Systems Software License Agreement, an IBM Software License Agreement, or Addendum for Tioli Products to IBM Customer or License Agreement. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieal system, or translated into any computer language, in any form or by any means, electronic, mechanical, magnetic, optical, chemical, manual, or otherwise, without prior written permission of IBM Corporation. IBM Corporation grants you limited permission to make hardcopy or other reproductions of any machine-readable documentation for your own use, proided that each such reproduction shall carry the IBM Corporation copyright notice. No other rights under copyright are granted without prior written permission of IBM Corporation. Copyright International Business Machines Corporation 2003, 2004. All rights resered. US Goernment Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Copyright International Business Machines Corporation 2003, 2004. All rights resered. US Goernment Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents Preface............... Publications.............. Tioli Intelligent ThinkDynamic Orchestrator library............... Prerequisite publications......... Accessing publications online.......i Accessibility..............i Tioli technical training..........i Contacting Software Support.........i Conentions used in this book........ ii Path ariables used in this book....... ii Knowledge requirements......... iii Part 1. Before you begin migration.. 1 Chapter 1. About Tioli Intelligent ThinkDynamic Orchestrator...... 3 Chapter 2. Planning for migration.... 5 Migration paths.............5 Required software leels..........6 New software in this release.........7 Supported hardware............7 Assigning user roles............8 Other migration considerations........8 Chapter 3. Preparing for migration... 9 Updating your system...........9 Identifying the ersion of your existing system..9 Updating your system for migration.....9 Backing up your system..........9 General guidelines for backup and migration..10 Backing up serers...........10 Backing up the Tioli Intelligent ThinkDynamic Orchestrator installation folder.......11 Backing up the data center model......11 Backing up workflows..........11 Backing up log files..........13 Backing up configuration files.......13 Saing reports............13 Setting up customized workflows for migration..13 Naming workflows, parameters, and ariables.. 14 Creating an automation package......15 Next steps..............18 Part 2. Installing and upgrading software............. 19 Chapter 4. System prerequisites.... 21 Installing SNMP Serice..........21 Installing SNMP Serice on Windows 2000...21 Checking for the SNMP community name...21 Upgrading Cygwin............22 Setting the DB2 Uniersal Database transaction log size.................23 Chapter 5. Upgrading the database serer............... 25 Upgrading DB2 Uniersal Database......25 Upgrading the DB2 Uniersal Database serer..25 Upgrading the DB2 Uniersal Database client..26 Setting DB2 Uniersal Database serices to start automatically.............27 Loading the CMDB tablespace.......27 Chapter 6. Upgrading the directory serer............... 29 IBM Tioli Directory Serer.........29 Post-installation steps..........30 Upgrading the IBM Directory Serer 5.1 client..31 Microsoft Actie Directory.........31 Chapter 7. Upgrading WebSphere Application Serer.......... 33 Uninstalling WebSphere Application Serer Application Client............33 Uninstalling WebSphere Application Serer 5.0.1..33 Before you begin...........33 Installing WebSphere Application Serer 5.1...35 Applying WebSphere Application Serer fixes...36 Applying the WebSphere Application Serer 5.1 Cumulatie Fix 3...........36 Applying the WebSphere MQ V5.3 fix....36 Importing the security certificate for Microsoft Actie Directory............37 Chapter 8. Migrating Tioli Intelligent ThinkDynamic Orchestrator...... 39 Before you begin............39 Installing Tioli Intelligent ThinkDynamic Orchestrator 2.1.............39 Part 3. Migrating data....... 43 Chapter 9. Migrating data....... 45 Data that is migrated automatically......45 Data that cannot be migrated........45 Installing core automation packages......45 Migrating customized workflow components...46 Workflow dependencies.........46 Conerting modified workflow components..46 Installing the conerted workflow components 47 Changing the locale of workflows......48 Chapter 10. Verifying migration.... 51 Copyright IBM Corp. 2003, 2004 iii

Starting the serer and signing on to the Web interface...............51 User accounts.............51 Data center model............51 Applications and proisioning........51 Customized workflows..........51 Part 4. Post-migration configuration 53 Chapter 11. Additional configuration tasks............... 55 Setting up SSL encryption.........55 Configuration for new and updated features...55 Importing new data center objects......56 Part 5. Appendixes......... 57 Appendix. Administratie Tasks.... 59 Starting the serer............59 Starting Tioli Intelligent ThinkDynamic Orchestrator using scripts........59 Starting Tioli Intelligent ThinkDynamic Orchestrator using Windows Serices.....60 Stopping Tioli Intelligent ThinkDynamic Orchestrator..............60 Stopping Tioli Intelligent ThinkDynamic Orchestrator using scripts........60 Stopping Tioli Intelligent ThinkDynamic Orchestrator using Windows Serice.....60 Signing on to the Web interface........60 Signing off from the Web interface.......61 Notices.............. 63 Trademarks..............64 i Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Preface This book describes the steps to migrate a preious ersion of Tioli Intelligent ThinkDynamic Orchestrator for Windows to ersion 2.1. It is intended for system administrators or for anyone else responsible for performing installation and configuration tasks. Publications Read the descriptions of the Tioli Intelligent ThinkDynamic Orchestrator library, the prerequisite publications, and the related publications to determine which publications you might find helpful. After you determine the publications you need, refer to the instructions for accessing publications online. Tioli Intelligent ThinkDynamic Orchestrator library The publications in the Tioli Intelligent ThinkDynamic Orchestrator library include: Tioli Intelligent ThinkDynamic Orchestrator Installation Guide Tioli Intelligent ThinkDynamic Orchestrator Migration Guide Tioli Intelligent ThinkDynamic Orchestrator Release Notes Tioli Intelligent ThinkDynamic Orchestrator Problem Determination Guide The remaining product documentation is aailable in the online help, which can be launched from the Web interface for the product. To enable ease of printing for help topics, PDF books hae been created directly from the online help contents. The topics hae been grouped and the following PDFs hae been created: Workflow Deeloper s Guide: This document contains the online help topics relating to creating workflows and automation packages. Tioli Intelligent ThinkDynamic Orchestrator Online Help: This PDF contains the entire online help. Prerequisite publications To use the information in this book effectiely, you must hae some prerequisite knowledge, which you can obtain from the following publications: WebSphere Application Serer Information Center, aailable from http://www.ibm.com/websphere. You can also download the WebSphere Application Serer documentation plug-in and install it in the Tioli Intelligent ThinkDynamic Orchestrator. This will allow you to iew the WebSphere Application Serer documentation in the same Information Center as the Tioli Intelligent ThinkDynamic Orchestrator help. DB2 Uniersal Database Information Center, aailable from www.ibm.com/db2. Tioli Directory Serer documentation, aailable from the Tioli Software Information Library. The instructions in this book proide information on installing and configuring the bundled (packaged) software to work with Tioli Intelligent ThinkDynamic Orchestrator. This book does not document how to install and configure Copyright IBM Corp. 2003, 2004

Accessibility third-party software supported by Tioli Intelligent ThinkDynamic Orchestrator, such as Oracle9i Database and Microsoft Actie Directory. The exception to this are steps that require specific settings or configuration to configure that software for Tioli Intelligent ThinkDynamic Orchestrator. Because eery datacenter and enironment is unique, it is expected that users following the instructions in this book hae the necessary prerequisite knowledge to install, configure and administer this software in their unique enironment. Accessing publications online The publications for this product are aailable online in Portable Document Format (PDF) in the Tioli software library: http://www.ibm.com/software/tioli/library Tioli technical training Contacting Software Support To locate product publications in the library, click the Product manuals link on the left side of the library page. Then, locate and click the name of the product on the Tioli software information center page. Product publications include release notes, installation guides, user s guides, administrator s guides, and deeloper s references. Note: To ensure proper printing of PDF publications, select the Fit to page check box in the Adobe Acrobat Print window (which is aailable when you click File Print). Accessibility features help a user who has a physical disability, such as restricted mobility or limited ision, to use software products successfully. With this product, you can use assistie technologies to hear and naigate the interface. You also can use the keyboard instead of the mouse to operate all features of the graphical user interface. For Tioli technical training information, refer to the IBM Tioli Education Web site: http://www.ibm.com/software/tioli/education. Before contacting IBM Tioli Software Support with a problem, refer to the IBM Tioli Software Support site by clicking the Tioli support link at the following Web site: http://www.ibm.com/software/support/ If you need additional help, contact Software Support by using the methods described in the IBM Software Support Guide at the following Web site: http://techsupport.serices.ibm.com/guides/handbook.html The guide proides the following information: Registration and eligibility requirements for receiing support Telephone numbers, depending on the country in which you are located A list of information you should gather before contacting Software Support i Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Conentions used in this book This book uses the following highlighting conentions: Boldface type Monospace type Italic type Indicates commands or graphical user interface (GUI) controls such as names of fields, icons, or menu choices. Indicates examples of text you enter exactly as shown, file names, and directory paths and names. Used to emphasize words. Italics also indicate names for which you must substitute the appropriate alues for your system. Important These sections highlight especially important information. Attention These sections highlight information intended to protect your data. Oracle 2000 Indicates information specific to Oracle9i Database or using Oracle9i Database with Tioli Intelligent ThinkDynamic Orchestrator. Path ariables used in this book This guide uses the following ariables to represent directory paths. Note: Ensure that there are no spaces in paths. DB2_installdir This is the installation directory for DB2 Uniersal Database. Tioli Intelligent ThinkDynamic Orchestrator 1.1.x: The default directory is C:\Program Files\WebSphere\SQLLIB. Tioli Intelligent ThinkDynamic Orchestrator 2.1: If you are only applying the Version 8.1 Fix Pack 3, the default directory remains the same. If you need to perform a new installation of DB2 Uniersal Database, the default directory is C:\IBM\WebSphere\SQLLIB. Oracle_installdir This is the installation directory for Oracle. The default installation directory for Oracle is C:\oracle\ora91. IDS_installdir This is the installation directory for Tioli Directory Serer. Tioli Intelligent ThinkDynamic Orchestrator 1.1.x: The default directory is C:\Program Files\WebSphere\AppSerer. Tioli Intelligent ThinkDynamic Orchestrator 2.1: If you are only upgrading to Tioli Directory Serer 5.2, the installer uses the same directory. If you need to perform a new installation of Tioli Directory Serer, the default directory is C:\IBM\LDAP. Preface ii

Knowledge requirements WAS_installdir This is the installation directory for WebSphere Application Serer. Tioli Intelligent ThinkDynamic Orchestrator 1.1.x: The default directory is C:\Program Files\WebSphere\AppSerer. Tioli Intelligent ThinkDynamic Orchestrator 2.1: C:\IBM\WebSphere\AppSerer TIO_installdir This is the installation directory for Tioli Intelligent ThinkDynamic Orchestrator. For migrated systems, it is located in the installation directory for Cygwin, both before and after migration, in the \home\thinkcontrol subdirectory. Tioli_commondir This is the location of the Tioli Common Directory. The Tioli Common Directory is a central location on systems running Tioli software for storing sericeability-related files, including log files. In Tioli Intelligent ThinkDynamic Orchestrator, the default alue is ProgramFilesDir\ibm\tioli\common\, where <ProgramFilesDir> represents the alue of the Windows registry entry HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\ProgramFilesDir This book should be read by system administrators or anyone else responsible for installing and configuring Tioli Intelligent ThinkDynamic Orchestrator. People who are installing and configuring Tioli Intelligent ThinkDynamic Orchestrator should hae knowledge in the following areas: Windows 2000 Serer, Windows 2000 Adanced Serer, or Windows Serer 2003 Basic operating system commands DB2 Uniersal Database Enterprise Serer Edition or Oracle9i Database operation, configuration, and maintenance WebSphere Application Serer IBM HTTP Serer operation, configuration and maintenance Basic SQL commands Jaa programming XML The Internet Refer to the online help for more information on configuring and administering Tioli Intelligent ThinkDynamic Orchestrator. iii Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Part 1. Before you begin migration The Tioli Intelligent ThinkDynamic Orchestrator system consists of many software products and subcomponents, each with its own underlying technology. It is therefore important to understand the oerall migration process and plan for the migration of your own system. Chapter 1, About Tioli Intelligent ThinkDynamic Orchestrator, on page 3 Chapter 2, Planning for migration, on page 5 Chapter 3, Preparing for migration, on page 9 Copyright IBM Corp. 2003, 2004 1

2 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Chapter 1. About Tioli Intelligent ThinkDynamic Orchestrator This guide describes how to migrate Tioli Intelligent ThinkDynamic Orchestrator Version 1.1 for Windows to Version 2.1. It is intended for system administrators or for anyone else responsible for performing installation and configuration tasks. Use this guide to migrate your existing Tioli Intelligent ThinkDynamic Orchestrator system as follows: 1. Prepare for migration using the information in Part 1, Before you begin migration, on page 1. This part of the guide proides planning and system backup information. 2. Update your software. Complete the tasks described in Part 2, Installing and upgrading software, on page 19 to upgrade your system. This includes prerequisite software as well as the Tioli Intelligent ThinkDynamic Orchestrator software. 3. Migrate your data. The upgrade process automatically migrates some of your system data. Complete the tasks described in Part 3, Migrating data, on page 43 to migrate data that is not automatically processed during software upgrades. This part of the guide also proides guidance in erifying your migration. 4. Reiew Part 4, Post-migration configuration, on page 53 to learn about additional Tioli Intelligent ThinkDynamic Orchestrator features that you might want to set up. Copyright IBM Corp. 2003, 2004 3

4 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Chapter 2. Planning for migration Migration paths The process to migrate your system to Tioli Intelligent ThinkDynamic Orchestrator inoles the following high-leel tasks: 1. Planning the oerall migration at your site including the key decisions on the migration approach to adopt. 2. Taking inentory of your current assets, such as machines, software, databases, custom code, and so on. 3. Backing up your existing system. This includes: Tioli Intelligent ThinkDynamic Orchestrator serer LDAP serer (if it is installed on a separate serer) Database serer 4. Upgrading prerequisite software to the leels required by Tioli Intelligent ThinkDynamic Orchestrator. 5. Upgrading Tioli Intelligent ThinkDynamic Orchestrator software. 6. Manually migrating data that is not migrated during the software upgrade process. 7. Verifying your migrated system. 8. Configuring new or updated features. This includes configuring additional data center assets, setting up reporting capability, and setting up integration with external products. This migration guide proides guidance in these areas. The following migration paths are supported: Tioli Intelligent ThinkDynamic Orchestrator 1.1.2 to Tioli Intelligent ThinkDynamic Orchestrator 2.1 The following migration paths are not supported: Tioli Intelligent ThinkDynamic Orchestrator 1.1.0 or 1.1.1 to Tioli Intelligent ThinkDynamic Orchestrator 2.1 Tioli Proisioning Manager 1.1.0, 1.1.1, or 1.1.2 to Tioli Intelligent ThinkDynamic Orchestrator 2.1 If your current system is at the ersion 1.1.0 or 1.1.1 leel, you must update your system to ersion 1.1.2 before you begin migration. For information about identifying and updating your current product leel, see Updating your system on page 9. This release supports local in-place migration only. In this approach, you replace your existing Tioli Intelligent ThinkDynamic Orchestrator system with Tioli Intelligent ThinkDynamic Orchestrator 2.1. This release does not support remote migration from a test system to your production system or coexisting ersions of Tioli Intelligent ThinkDynamic Orchestrator. Copyright IBM Corp. 2003, 2004 5

Attention Since an in-place migration requires you to shut down your production system, consider the time required to take your system down for the duration of the migration. Careful planning is also required for recoery back to the original configuration in case you encounter a problem with the migration. Required software leels The following tables map the software ersions and leels required for Tioli Intelligent ThinkDynamic Orchestrator. For a more detailed description of supported platforms, topologies, and software prerequisites, refer to the Tioli Intelligent ThinkDynamic Orchestrator 2.1 Installation Guide. Note: The migration process does not support switching from one platform to another platform. Table 1. Required database Database DB2 Uniersal Database Enterprise Serer Edition Oracle9i Database Only supported in a Solaris enironment Tioli Intelligent ThinkDynamic Orchestrator 1.1.2 DB2 Uniersal Database Workgroup Unlimited Edition 8.1.2 (Version 8.1 Unlimited Edition with fix pack 2) Solaris 2000 Oracle9i Database Release 2 Enterprise Edition with fix pack 1 Tioli Intelligent ThinkDynamic Orchestrator 2.1.0 DB2 Uniersal Database Workgroup Unlimited Edition 8.1.3 (Version 8.1 Unlimited Edition with fix pack 3) Solaris 2000 Oracle9i Database Release 2 Enterprise Edition with fix pack 1 Database serers not listed in this table are not supported this includes ersions or editions of DB2 Uniersal Database not listed in this table. Table 2. Directory serer Directory serer Tioli Intelligent ThinkDynamic Orchestrator 1.1.2 Tioli Directory Serer 5.1 5.2 Tioli Intelligent ThinkDynamic Orchestrator 2.1.0 Microsoft Actie Directory Windows 2000 Serice Pack 2 Windows 2000 Serice Pack 4 Table 3. WebSphere Web Application Serer WebSphere Application Serer WebSphere Application Client Tioli Intelligent ThinkDynamic Orchestrator 1.x Tioli Intelligent ThinkDynamic Orchestrator 2.1 5.0.1 5.1.0.3 (Version 5.1 with Cumulatie Fix 3) 5.0.1 Not required 6 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

New software in this release Supported hardware This release includes the following software that was not aailable in preious releases of Tioli Intelligent ThinkDynamic Orchestrator: WebSphere Studio Workbench to proide access to the Tioli Intelligent ThinkDynamic Orchestrator information center. Tioli NetView for discoery features (optional) Language Pack (optional) This section lists the hardware requirements for Tioli Intelligent ThinkDynamic Orchestrator 2.1. Ensure that you reiew the requirements for this release and make the necessary changes before you begin migration. Note: This does not include the hardware requirements for other software components such as WebSphere Application Serer, DB2 Uniersal Database, and Tioli Directory Serer which may be different. Ensure each machine in your Tioli Intelligent ThinkDynamic Orchestrator configuration meets the minimum requirements for each of the software packages you plan on installing on that machine. For complete details about the prerequisites for each software application, refer to the documentation for that product, as described in Prerequisite publications on page IBM Compatible PC with Microsoft Windows 2000 or 2003 Serer: 2.8 GHz Intel Pentium 4 processor or equialent Minimum 4GB of free memory Minimum 20 GB of free disk space CD-ROM drie 2000 AIX IBM pseries with AIX 5.2: 1 GHz CPU Minimum 4GB of free memory Minimum 20 GB of free disk space CD-ROM drie Solaris 2000 Sun SPARC or x86 Serer with Solaris 8 and 9: 1 GHz CPU Minimum 4GB RAM Minimum 20 GB free disk space CD-ROM drie IBM Compatible PC with Red Hat Linux Adanced Serer 2.1: 2.8 GHz Intel Pentium 4 processor or equialent Minimum 4GB of free memory Minimum 20 GB of free disk space CD-ROM drie iseries Models that support LPAR with minimum 450CPW in Linux partition: Minimum 4GB RAM Chapter 2. Planning for migration 7

Minimum 20 GB free disk space CD-ROM drie Assigning user roles In Tioli Intelligent ThinkDynamic Orchestrator 1.1.2, indiidual access rights are assigned to user accounts. In release 2.1, user accounts are assigned to specific user roles that are associated with specific access rights. Administrator Proides access to all features. Assign this role to users who hae the authority to manage user accounts and make changes to any part of the system. The default user account (tioappadmin) is assigned the Administrator role. Operating Mode Controller Proides the ability to change the global operating mode and the operating mode of applications and clusters. Assign this role to users who hae the authority to control the degree of automation in the creation and approal of deployment requests. DCM Operator Proides the ability to manage data center assets in the data center model (DCM) and user accounts. Assign this role to data center administrators. Cluster and Pool Manager Proides the ability to manage clusters and spare pools. Assign this role to users who are responsible for adding and remoing serers from clusters and resource pools. Fault Manager and Runtime Performance Adisor Proides the ability to manually manage deployment requests and the failed status indicator for data center assets. Assign this role to users who are responsible for monitoring the system and making manual deployment changes. Reiew the users that you currently hae defined, and determine what role is appropriate for each user. Other migration considerations Some factors that can impact your migration are: In-place migration impact The leel of customization at your data center The size of your data center The leel of integration with third-party systems How well your system complies with recommended practices and standards 8 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Chapter 3. Preparing for migration Updating your system This chapter describes the steps you need to perform with your existing system before you can upgrade the system software. Updating your system Backing up your system Setting up customized workflows for migration on page 13 If your current system is at the ersion 1.1.0 or 1.1.1 leel, you must update your system to ersion 1.1.2 before you begin migration. Identifying the ersion of your existing system Tioli Intelligent ThinkDynamic Orchestrator 1.1.2 is required for migration, and some product features and procedures described in this guide are also specific to a particular product leel. If you do not know the current product leel of your existing system, you can erify it on the Welcome page in the Tioli Intelligent ThinkDynamic Orchestrator Web interface. If you are currently logged onto the Web interface, click Home to iew the Welcome page. Note: On the Welcome page, Version 1.1 represents product leel 1.1.1 (Version 1.1 with Fix Pack 1). Version 1.2 represents product leel 1.1.2 (Version 1.1 with Fix Pack 2). Updating your system for migration To update your system, apply Tioli Intelligent ThinkDynamic Orchestrator Fix Pack 2. You can obtain the fix pack from the Tioli Software Support site. On the IBM Software Support page at http://www.ibm.com/software/support/, search for reference number 4006668. Backing up your system Refer to the Fix Pack 2 Readme for details about applying the fix pack. After you hae applied the fix pack, erify that your updated Tioli Intelligent ThinkDynamic Orchestrator system is working. 1. Start the Tioli Intelligent ThinkDynamic Orchestrator serer. 2. Verify that you can log on to the Web interface successfully. For details about how to start the serer and access the Web interface, see Administratie Tasks, on page 59. Currently Tioli Intelligent ThinkDynamic Orchestrator only supports in-place migration, which requires you to completely replace your existing system. It is therefore important to back up your existing system before you begin the migration process. This ensures that you can recoer the system if a migration problem occurs, and that your configuration and system data are stored for any required manual data migration processes. Copyright IBM Corp. 2003, 2004 9

Tioli Intelligent ThinkDynamic Orchestrator does not include tools for backing up or restoring your system. You must follow the standard procedures for backup and recoery that are used by your company. Ensure that your system backup includes the following software and data: A full backup of the main Tioli Intelligent ThinkDynamic Orchestrator serer. Backing up the entire serer ensures that you hae a working copy of all the software components installed on Tioli Intelligent ThinkDynamic Orchestrator directory serer. A full backup of other system serers with supporting software, including the database serer and directory serer. A backup of data that you want to archie or migrate after your system is upgraded. This includes reports, automation packages, workflows, commands, and log files. Attention Do not use Add/Remoe Programs to uninstall your existing Tioli Intelligent ThinkDynamic Orchestrator software. The uninstall program completely remoes software and data, and preents migration tools from updating your existing system configuration and data. General guidelines for backup and migration Ensure that you follow the guidelines in this section as you perform backup and migration tasks. Reiew the backup procedures in this chapter before you begin the backup process. For some procedures, you must extract or obtain information from your existing system, and then sae the data that you extract or collect. Most of the data required for these procedures is aailable from the Web interface. For most backup procedures, you must stop the Tioli Intelligent ThinkDynamic Orchestrator serer. You should also ensure that workflows are not running before you perform system backup or migration tasks. For instructions on starting and stopping the serer and accessing the Web interface, see Administratie Tasks, on page 59. To search for workflows that are currently running, perform the following steps: 1. Log on to the Web interface. 2. If you hae applications running in automatic mode, put the applications in maintenance to preent further deployments. 3. Click System configuration and workflow management >Workflow Executions. 4. On the Workflow Executions page, search for workflows with a status of In progress. Any workflows that appear are currently running. You should wait until the workflows hae completed before starting system backups and migration tasks. Backing up serers Back up your current Tioli Intelligent ThinkDynamic Orchestrator system so that you can recoer it if necessary. Perform your system backup in accordance with the documentation that is proided with your operating system or with any 10 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

specialized backup and restore software that you use. Typically, you can back up your system to a tape drie, a ZIP drie, or some other file system. Back up the following serers: The Tioli Intelligent ThinkDynamic Orchestrator serer. The database serer, if it is on a separate machine. The directory serer, if it is on separate machine. Backing up the Tioli Intelligent ThinkDynamic Orchestrator installation folder Back up the Tioli Intelligent ThinkDynamic Orchestrator installation directory separately from your full system backup. This enables you to compare files in your current system with files in your upgraded system after migration, and can help you to diagnose any migration issues. In release 1.1.2, Tioli Intelligent ThinkDynamic Orchestrator is installed under the Cygwin installation folder in the \home\thinkcontrol subdirectory. Backing up the data center model Tioli Intelligent ThinkDynamic Orchestrator 1.1.x releases do not support exporting of the data center model. Since the Tioli Intelligent ThinkDynamic Orchestrator 2.1 installation program automatically migrates the data center model, you do not need to hae a copy of your existing data center model for migration purposes. Howeer, if you want to store a backup copy of your existing data center model, consider one of the following options: If you used an XML file to create your data center model, you can create a backup copy of this file. You can update this file to reflect your current data center configuration before you store the file. If you do not hae an XML file that defines your data center model, generate reports of your customers, applications, and data center inentory in Tioli Intelligent ThinkDynamic Orchestrator, and then sae or print the reports. You can then use the information in the reports to rebuild your data center model, if necessary. Reports are aailable from the Reports naigation tree in the Web interface. Backing up workflows Any workflows that you hae created or modified must be exported and saed for migration. Tioli Intelligent ThinkDynamic Orchestrator 2.1 includes a tool to back up these files. The backup tool: Extracts and saes all workflow components in your existing system to a backup folder. Generates log files of conersion actiity and reports of all workflow changes. Keep a copy of the backed up files. During the software upgrade process, the Tioli Intelligent ThinkDynamic Orchestrator installation program replaces all existing workflows with updated workflows. If you do not back up and migrate workflow components that you created or modified, they will be inaccessible after the software is upgraded. If you made changes to workflow components, you must manually migrate the changed components. After the backup is complete, you must create automation Chapter 3. Preparing for migration 11

packages that contains the customized components so that you can conert them to the proper format for Tioli Intelligent ThinkDynamic Orchestrator 2.1 and install them on your migrated system. Notes: 1. The workflow backup tool is specific to release 1.1.x systems. You cannot use this tool to back up workflows after migration. 2. The backup process can take some time, depending on the number of workflows in your system and the amount of customization that you hae performed. Before you back up workflow components Before you run the workflow backup tool, erify the following: If you plan to migrate your customized workflows, ensure that the workflows hae unique names. If you modified core workflows proided with Tioli Intelligent ThinkDynamic Orchestrator 1.1.x but did not change the workflow names, name conflicts with Tioli Intelligent ThinkDynamic Orchestrator 2.1 workflows will preent you from installing your customized workflows during the workflow migration process. You should also ensure that all names are alid. For information about requirements for workflow, parameter, and ariable names, see Naming workflows, parameters, and ariables on page 14. If you need to rename workflows, perform the following steps: 1. To identify workflows that hae been modified, run the backup tool as described in Backing up workflow components. 2. Reiew the log files that the tool creates to identify modified workflows. 3. In Tioli Intelligent ThinkDynamic Orchestrator, rename modified workflows that still hae their original names. 4. Remoe the backup files, and then run the workflow backup tool again to sae your renamed workflows and other workflow components. The JAVA_HOME enironment ariable is set to the directory where IBM Jaa JDK 1.4.1 is installed. The Windows system path includes the %JAVA%/jaa/bin directory, where %JAVA% is the directory where Jaa is installed. The PATH enironment ariable must include this directory to run the backup tool and other Tioli Intelligent ThinkDynamic Orchestrator tools. Backing up workflow components To back up workflow components: 1. Log on to the Tioli Intelligent ThinkDynamic Orchestrator serer as tioadmin. 2. On Tioli Intelligent ThinkDynamic Orchestrator, Version 2.1 CD, copy the /tools/wfbackup folder to the TIO_installdir/tools directory. The backup script is called wfbackup.sh. 3. Run the following command./wfbackup.sh Note: On a Windows serer, you must run this command from a Cygwin window. The script backs up workflows that hae been added or changed, and displays a list of workflows that hae been modified, added, or remoed. You should sae the full set of backed up files and reports with the other system data that you are backing up. 12 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

By default, backup files and report files are stored in the following directories: Back up files are stored in the./backup directory. Report files that describe changes to workflow components are stored in the./reports directory. The.diff files show the details of your workflow changes. The following log files list the backup actiity: Table 4. Workflow backup log files File name workflow.log command.log requesttype.log Contents Changes to workflows Changes to commands Changes to request types Backing up log files Back up your log files so that you hae a record of past system actiity and errors. This includes log files created for Tioli Intelligent ThinkDynamic Orchestrator and WebSphere Application Serer. Log files for Tioli Intelligent ThinkDynamic Orchestrator 1.1.x are stored in the TIO_installdir/logs directory. Log files for WebSphere Application Serer are stored in the WAS_installdir/logs/serer1 directory. Note: After you migrate your system, log files for Tioli Intelligent ThinkDynamic Orchestrator 2.1 will be stored in the Tioli_commondir/COP/logs directory. Your old log files will not be remoed. Backing up configuration files If your current system is currently integrated with external software systems, such as Tioli Configuration Manager, consider backing up configuration files on the Tioli Intelligent ThinkDynamic Orchestrator serer. For additional information about releant configuration files, refer to the documentation for the automation package that you used to integrate the external product. Saing reports Tioli Intelligent ThinkDynamic Orchestrator 2.1 uses new reporting tools to collect report data and generate reports. In this release, Tioli Data Warehouse collects and stores data for reports, and Crystal Reports generates reports. The types of aailable reports hae also changed. In preious releases, reports were based on the current configuration of your system. In Tioli Intelligent ThinkDynamic Orchestrator, reports are historical. You can generate reports based on a specified period in the past. If there are specific reports for your existing system that you want to keep, you must generate the reports, and then print or sae them. To generate a report, log on to the Web interface, and then click the report that you want to iew in the Reports naigation tree. Setting up customized workflows for migration If you made changes to workflows in your existing system, you need to prepare your customized workflow files for migration. Perform the following steps: Chapter 3. Preparing for migration 13

1. Reiew the.diff files that were created by the workflow backup tool to identify changes to workflows. You can then determine which workflow components you want to migrate. The workflow backup tool is described in Backing up workflows on page 11. 2. Create directory for each automation package (.tcdrier file) that you want to migrate in a temporary location. The files for each automation package will be placed in a contents subdirectory. Examples: TIO_installdir\custom_workflows\old\my_router\contents TIO_installdir\custom_workflows\old\my_switch\contents Note: The contents subdirectory is new in Tioli Intelligent ThinkDynamic Orchestrator 2.1. 3. Create target directories where you want to store your conerted workflow components. Examples: TIO_installdir\custom_workflows\new\my_router TIO_installdir\custom_workflows\new\my_switch 4. Organize your automation packages. If you already hae.tcdrier files for the workflow components you want to conert, extract the file structure for each automation package to its own directory. For example, if you hae an automation package called my_router.tcdrier, extract the files to the TIO_installdir\custom_workflows\old\my_router\contents directory. After extracting the files, the file structure includes the following directories: TIO_installdir\custom_workflows\old\my_router\contents TIO_installdir\custom_workflows\old\my_router\contents\workflow TIO_installdir\custom_workflows\old\my_router\contents\doc TIO_installdir\custom_workflows\old\my_router\contents\bin TIO_installdir\custom_workflows\old\my_router\contents\lib TIO_installdir\custom_workflows\old\my_router\contents\TC-INF If you did not create automation packages with your customized workflows, create the file structure required for each automation package using the files in the./backup directory. For information about the required file structure for an automation package, see Creating an automation package on page 15. Copy each automation package file structure to the appropriate directory created in step 2. Naming workflows, parameters, and ariables To ensure that your workflows can be installed properly, ensure that you use alid names for workflows, parameters and ariables. Only the following characters can be used in workflow names: a-z, A-Z, 0-9, underscore (_), and period (.). The first character can be any of: a-z, A-Z, or underscore (_). It cannot be 0-9 or a period (.) The last character in the name cannot be a period (.) Interening characters between the first character and the last character in the workflow can be: a-z, A-Z, 0-9, underscore (_), or period (.) Workflow descriptions can be 255 characters in length. 14 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Only the following characters can be used for workflow parameter and ariable names: a-z, A-Z, 0-9, and underscore (_). The first character can only be: a-z, A-Z, or underscore (_). It cannot be 0-9. The remaining characters can be: a-z, A-Z, 0-9, or underscore (_). Note: Any Unicode character can be used to enter comments in workflow scripts. Creating an automation package Automation packages are deice driers that support one particular type of software or physical deice. It contains all of the workflows, database table entries, JAR files, and external scripts that are necessary to operate that physical deice, for example a Cisco CSS11000 switch. For the purposes of migration, you must create an automation package that contains all the workflow components that you added or modified and want to migrate. Existing automation packages are located in the TIO_installdir/driers directory on the Tioli Intelligent ThinkDynamic Orchestrator serer. When you use the workflow backup tool, the files are stored in a backup directory as described in Backing up workflow components on page 12. Contents of automation packages Automation packages hae a specific internal structure. The workflow components must be organized in this structure when you want to create a new automation package. When you use the conerttcdrier tool to conert your workflows, all indiidual files must be aailable in the required file structure. When you need to install an automation package, the file structure must be zipped into a single file with a.tcdrier file extension. The structure of an automation package includes the following directories: command This directory contains all of the commands that are aailable for that specific physical deice. doc This directory contains the documentation for implementation of the automation package in a readme.txt file. jaa-plugin This directory contains all of the Jaa plug-ins that are installed and used on that specific physical deice. TC-INF This directory contains the manifest file for the automation package. For details on the content of the manifest file, refer to Manifest file contents on page 16. workflow This directory contains a collection of workflows that hae been deeloped to operate that specific physical deice. lib This directory contains any Jaa JAR files that need to be copied to the TIO_installdir/driers/lib directory and made aailable to the deployment engine class path. bin This directory contains any script files to be copied to a repository, for example TIO_installdir/bin files, which are then used by workflows. Chapter 3. Preparing for migration 15

Manifest file contents The manifest file for automation packages are an.xml file, tc-drier.xml, that contains the name and the ersion number of the automation packages, the ersion number of the automation package template, and describes all of the automation package dependencies on other automation packages. The manifest file includes the following main sections: <dependencies> This section lists all of the other driers that the current automation package depends on. <actions> This section lists all of the separate classes that are necessary to install separate items like Jaa driers, commands, and so on. <items> This section lists all the items to be installed on the automation package. Each item identifies a certain operation that will be performed on that automation package. <deice-models> This section lists all the items to be installed on the automation package. Each item identifies a certain operation that will be performed on that automation package. <post-install-workflows> This optional section names a workflow along with its parameters to be executed after all the items are installed. This workflow may be one installed by the current Automation Package, or one preiously installed. <property> This optional section defines a macro substitution that can be used for any subsequent quoted strings in the manifest file, using an Ant like syntax. For example, if we hae the following entry: <property name="tc.pkg" location="com.thinkdynamics.kanaha.tcdriermanager.action" /> then, whereer ${tc.pkg} occurs in an attribute string inside tc-drier.xml, a substitution is made. <software=products> This section defines any software product entries to be installed in the Data Center Model database. The syntax is identical to the <software> element in the XML format used by the xmlimport utility, but has been extended to allow using the ${xxx} properties substitutions within attribute alues. <drier-name> Name of the drier <drier-ersion> Optional ersion number <description> Short, one sentence description of the purpose of this Automation Package. <documentation> Specifies the name of a text file in the Automation Package contents that proides an in-depth description and any special instructions. Here is an example of the syntax: <documentation location="doc/readme.txt"/> 16 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

The following is an example of an XML manifest file for the AIX-Operating-System: Note: Some lines may be split in two, with the second line indented, for presentation purposes only. All lines, in particular those beginning with <item name= should be written on a single line with no line breaks. <?xml ersion="1.0" encoding="utf-8"?>  <tc-drier> <tc-drier-format>1.0</tc-drier-format> <drier-name>aix-operating-system</drier-name> <ersion>1.0</ersion> <description>this Automation Package contains workflows for controlling AIX serers</description> <documentation location="doc/aix-operating-system.txt" /> <dependencies> <dependency name="core"/> </dependencies> <property name="tc.pkg" location="com.thinkdynamics.kanaha. tcdriermanager.action"/> <actions> <action name="command" class="${tc.pkg}.simplecommandactions"/> <action name="copy-file" class="${tc.pkg}.copyfileactions"/> <action name="workflow" class="${tc.pkg}.workflowactions"/> <action name="jaa-plugin" class="${tc.pkg}.jaapluginactions"/> </actions> <items> <item name="repository/configip.sh" action="copy-file"> <param name="dest.path" alue="${tc.home}/repository/ AIX-Operating-System/configIP.sh"/> <param name="chmod" alue="755" /> </item> <item name="repository/configroute.sh" action="copy-file"> <param name="dest.path" alue="${tc.home}/repository/ AIX-Operating-System/configRoute.sh"/> <param name="chmod" alue="755" /> </item> <item name="doc/aix-operating-system.txt" action="copy-file"> <param name="dest.path" alue="${tc.home}/driers/ AIX-Operating-System.txt"/> </item>  <item name="jaa-plugin/com.ibm.thinkdynamics.jaaplugin.software.aix. GetRoutingTableInfo.xml" action="jaa-plugin"/> <item name="workflow/aix Software Reboot Async.xml" action="workflow"/> <item name="workflow/aix Software Reboot Sync.xml" action="workflow"/> Chapter 3. Preparing for migration 17

<item name="workflow/aix Copy File from Local.xml" action="workflow"/> <item name="workflow/aix Remote Remoe File.xml" action="workflow"/> <item name="workflow/aix chde an Interface.xml" action="workflow"/> <item name="workflow/aix Add IP Address.xml" action="workflow"/> <item name="workflow/aix Remoe IP Address.xml" action="workflow"/> <item name="workflow/aix Check OS Install.xml" action="workflow"/> <item name="workflow/aix Apply Routing Table.xml" action="workflow"/> </items> <deice-models> <deice-model name="aix Operating System" category="software Products"> <workflow name="aix Software Reboot Async"/> <workflow name="aix Software Reboot Sync"/> <workflow name="aix Add IP Address"/> <workflow name="aix Remoe IP Address"/> <workflow name="aix Check OS Install"/> <workflow name="aix Apply Routing Table"/> </deice-model> </deice-models>  </tc-drier> Next steps To complete migration of workflow components, seeral additional steps are required: 1. When you hae completed the backup tasks described in this chapter, upgrade your software as described in Part 2, Installing and upgrading software, on page 19. 2. Install the core automation packages proided with Tioli Intelligent ThinkDynamic Orchestrator by following the steps in Installing core automation packages on page 45. 3. Migrate your customized workflows by following the steps in Migrating customized workflow components on page 46: 18 Tioli Intelligent ThinkDynamic Orchestrator Migration Guide

Part 2. Installing and upgrading software This part describes how to: Upgrade your prerequisite software to the leels required by Tioli Intelligent ThinkDynamic Orchestrator. Upgrade Tioli Intelligent ThinkDynamic Orchestrator software. Prior to upgrading your software, ensure that you back up your system as described in Chapter 3, Preparing for migration, on page 9. If you need to stop any of your software components, see the appropriate installation guide for your product and platform. Chapter 4, System prerequisites, on page 21 Chapter 5, Upgrading the database serer, on page 25 Chapter 6, Upgrading the directory serer, on page 29 Chapter 7, Upgrading WebSphere Application Serer, on page 33 Chapter 8, Migrating Tioli Intelligent ThinkDynamic Orchestrator, on page 39 Copyright IBM Corp. 2003, 2004 19