World®’16

UpgradingCAWorkloadAutomationDEtoR12LeeRoberson,SeniorPrincipalConsultant,CATechnologies

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©2016CA.Allrightsreserved.Alltrademarksreferencedhereinbelongtotheirrespectivecompanies.

Thecontentprovidedinthis CAWorld2016presentationisintendedforinformationalpurposesonlyanddoesnotformanytypeofwarranty. The informationprovidedbyaCApartnerand/orCAcustomerhasnotbeenreviewedforaccuracybyCA.

ForInformationalPurposesOnlyTermsofthisPresentation

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Abstract

Learnhowtoperformanupgradefrom11.3toCAWorkloadAutomation(CAWA)DER12usingthenewIn-placeUpgradeMethod.Thein-placeupgrademethodupgradestheservertothesamedirectoryonyourcomputerwheretheserverwasoriginallyinstalled.

Thismethoddoesnotrequireyoutoinstallanewinstanceoftheserverordatabaseandmigrateartifacts,globalvariables,andhistorydata.

Thesessionwillalsodiscussthetraditionalmigrationmethodaswell.

LeeRobersonSeniorPrincipalConsultant,CATechnologies

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Agenda

INTRODUCTIONTOUPGRADEOPTIONS(IN-PLACEORMIGRATION)

IN-PLACEUPGRADEBENEFITS

Q&A

IN-PLACEUPGRADEPROCESS

MIGRATIONUPGRADEOVERVIEW

ADDITIONALCONSIDERATIONS(NEWWEBUI,DESKTOPCLIENT,WEBSERVICES)

1

2

3

4

5

6

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In-placeUpgrade

§ In-place§ Minimaldown-

time§ Efficiency

TraditionalMigration

§ Newinstall§ Migrateartifacts§ EasyFail-back

CAWorkloadAutomationDEUpgradeMethods

Twooptionsprovideupgradeflexibilitytosupportclient

requirements

EachupgrademethodhasAdvantages

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CAWADEUpgradeOptions

§ In-placeUpgradeMethod

– NewsimplifiedupgradeprocessintroducedinR12.0

– UpgradesCAWADEServerinthesamedirectoryonyourcomputerwheretheserverwasoriginallyinstalled

– Usethein-placeupgrademethodtoupgradetheserverfromr11.3SP3build1406orhigher

– Time takenforthe upgradefrom11.3.03or12.0to12.0.01isnowreduceddramatically(oftenlessthananhour)

§ MigrationMethod

– Installnewinstanceoftheserveranddatabase

– Migrateartifacts,globalvariables,andhistorydatafromtheexistingservertothenewserver

– Usethemigrationmethodtoupgradetheserverfromr11.1orhigher

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In-placeUpgrade:SimplifiedUpgradeProcess

ReduceTimetoperformupgradefromCAWADE11.3.03tor12.0.xSPEED

Advantages§ UpgradeCAWADEin-place§ Minimaldown-time§ RollBacktopriorversionsupport§ Activeworkloadandhistorypreserved§ Nonewhardwarerequired

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§ In-placeupgradecanbeusedtoupgradethecurrentCAWADEserverwithminimaldowntime

§ NonewhardwareneededtoinstallthenewCAWADEserverandmigratethedataaswithmigrationmethod

§ Activeworkloadwillnotbelostduringin-placeupgrades

§ Activeworkloadisresumedafterin-placeupgradeisperformed

In-placeUpgradeBenefits

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In-PlaceUpgradeHighLevelOverview

§ Upgradeinstallationupgrades:– Configuration– JRErelease(exceptonz/Linux)– Binaryandlibraryfilesontheserver– Updatesthedatabaseschema,convertsartifactsversions(12.0SP1)

§ ItdoesNOT:– Updatethedefaultagentthatwasinstalledwiththeserver

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In-placeUpgradeProcedure

1. SuspendEventstostopanyworkloadtobetriggered

2. StoptheCAWADEserver

3. Takedatabasebackup

4. PerformIn-placeupgrade

5. Validation- checktheartifactspriortoresumingworkload

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In-placeUpgrade– R12.0.0Specificconsiderations

§ SpecifictoR12.0- Doesnotautomaticallyconvertartifactversionsinthedatabasefrom11.3toR12.0

§ ConverttheApplicationversiondefinitionsinthedatabasefromr11.3tor12(R12.0only;notrequiredforR12.0SP1upgrade)

§ RunartifactVersionConverterutility

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ConverttheApplicationversiondefinitions(R12.0.0only)

§ ConverttheApplicationversiondefinitionsinthedatabasefromr11.3tor12.0.0(not12.0SP1– Download/extractthe artifactVersionsConverter.zip filetoatemporarydirectory

§ Note:YoucanalsodownloadtheartifactVersionsConverter.zip filefromthepatchRO86729

– Copytheartifactversionsconverter.jarfileto:§ server_install_dir\libdirectory(Windows)orthe server_install_dir/libdirectory(UNIX)

– CopytheartifactVersionsConverter scriptto:§ artifactVersionsConverter.bat- server_install_dir\bindirectory(Windows)

§ artifactVersionsConverter.shtothe - server_install_dir\bindirectory(UNIX)

– (Optional)EditartifactVersionsConverter filetosetMAX_HEAP_SIZE=4096§ defaultis1GBmayneedtoincreaseifyouhavealargenumberofapplicationversions

– runtheartifactVersionsConverter.batfileonWindowsortheartifactVersionsConverter.shfileonUNIX

– VerifythatalltheApplicationversionsareconverted§ seethecawa_home/logs/artifactversions.log

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In-placeUpgrade- Prerequisites§ (CAWAHighAvailabilityconfigurationonly)removetheunusedserverconfigurationsfromthedatabaseifmoreserversinadditiontothe

preferredandStand-byserversarepointingtothedatabase,.– Important! Ensurethatserversnomorethantwoarepointingtothedatabase.Otherwise,thein-placeupgrademightfail.

§ Stoptheworkloadontheserver– SuspendallEvents orHoldallEvents

– ExecutethefollowingqueryinthedatabaseconsoletoretrievethestatusofalltheactiveApplicationsandjobsfromthespoolfile:

§ Selectname,type,thestate,status,starttime,endtime fromESP_RTWOB

– Storethequeryresultinafile.Youmighthavetorefertoitwhenyoustarttheworkloadprocessingafterthein-placeupgrade

– ForcecompleteonlytheapplicationsthathaveFTP,SFTP,andPeopleSoftjobs,whenyouupgradefromReleases11.3,11.3SP1, and11.3SP2

§ IfyouareupgradingfromRelease11.3SP3afterinstallingthepatchRO84946,youcancontinuewiththeupgradewithoutanyforcecompletionofapplications.

§ StopthePrimaryserver

§ StoptheStandbyserver(ifCAWAHighAvailabilityisconfigured)

§ BackuptheCAWADEserverdatabase

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SupportforIn-PlaceUpgrades

§ Upgrade11.3.xserverinstancesusingin-placeupgradebymodifyingtheexistingserverinstallfoldertor12installfolder.

§ Stoptheworkloadandserverbeforerunningin-placeupgrade

§ In-placeupgradewillaskforthefolderlocationwhichhastobeupdatedtor12level.

§ Beforerunningin-placeupgrade,takethebackupofdatabaseusedbythe11.3.xversion.Thisisaprerequisitestepbeforeproceedingwithupgrade.

§ In-placeupgrademodifiesallthefilesthatarerequiredforr12.0versionandalsomakesmodificationstothedatabasetobringittor12level

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In-placeUpgradeInstallOption

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In-placeUpgradeInstallOption§ Inplaceupgradewillaskforthefolderlocationwhichhastobeupdatedtor12level

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SupportforIn-placeUpgrades

§ Installerwillcreateabackupfolderwithatimestampintheinstalledfolder.Thebackupfolderhasalltheartifactsbeforein-placeupgradeisrun.

§ Restorescriptcanberuntorestorethecontentsbacktotheoriginalstate

§ Databasecanberestoredfromdatabasebackuptakenbeforerunningin-placeupgrade

§ In-placeupgradedoesnotupdatetheagents

§ Anyerrorsthatoccurduringin-placeupgradewillbeloggedintotheinstallationlogfiles.

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In-placeUpgrade– ImportantCaveats

§ In-placeupgradeneedstobeperformedtobringtheexistingCAWADEinstallationstoCAWADEr12SP1level

§ UpgradestoCAWADEserverr12SP1canbedonefromCAWADE11.3SP3build1414orhigher,CAWADEr12

§ Thedatabaseuserusedduringin-placeupgradesshouldbethesameuserusedduringCAWADEinstallation– Ifthesamedatabaseuserisnotused,upgradeswillfail.EspeciallyiftheCAWADE

serverdatabaseisusing“MSSQLWindowsauthentication”

§ Incaseofanyfailuresduringupgrades,installerwillreportanerrorandlogtheerrorsat$CAWA_HOME/upgrades/logs/inplaceupgrade.log

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AdditionalConsiderations

§ Ensurethedatabaseuserindb.properties andthedatabaseuserusedwhilecreatingthedatabaseandusedforinstallationarethesame.EspeciallyforWindowsauthenticationMSSQLdatabase

§ EnsureweusethesameWindowsusertoruntheupgradewiththeuserthatwasusedtoruntheinstallation

§ InstalllatestversionofCAWADesktopClient– BoththeCAWADEserverandCAWADesktopClientmustbeatthesameversionlevel

§ InstalllatestversionoftheCAWADEWebServices(optional)

§ InstalllatestreleaseofCAWADEStand-AloneCLI

§ InstallandleveragethenewCAWADEWebUI(netnewfunctionalityin12.0SP1)

§ Note:UsingtheCAWADEserverAPIinJavaScriptscriptsisnotsupported.Thejavascripts willfailafterin-placeupgradeormigration

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RollBackServerUpgradetoPreviousVersion§ Canrollbackserveraftersuccessfulin-placeupgradeandrestoretotheprevious

versionifnecessary

§ Thebinary,configuration,JRE,andlibraryfilesontheserverthataremodifiedbythein-placeupgradearerestored

§ StoptheServerandStandbyServer(HA)

§ Runrestore.bat/.shtorestorefilesanddirectories

§ Restoretheserverdatabasethatyoubackedup

§ DowngradeanyupgradedCAWADEDesktopClients,StandAloneCLIs,WebServices

§ UninstallnewCAWADEWebUI,ifdeployed,ItisNOTbackwardcompatible

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MigrationUpgrade:TraditionalApproachMigrateartifacts,globalvariables,historydatatonewserverFLEXIBILITY

Advantages§ Preservespreviousversionforfailback

§ Changedatabasetype§ Supportshardware/OSrefreshrequirements

§ Selectivemigrationofartifacts

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TraditionalMigrationMethod

§ RequiresinstallofnewCAWADEServerinstanceanddatabase

§ Migrationprocessthatmigratesartifacts,globalvariables,andhistorydatafromtheexistingservertothenewserver

§ Usethemigrationmethodtoupgradetheserverfromr11.1orhigher(11.1,r11.3,r12.0.x)

§ Migrationcanberunfromanydatabasetoanyotherdatabaseoftargetversion

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MigrationMethodBenefits

§ Migrationpreservesthepreviousserverwhilelettingyouusethenewservertorunyourpreviouslydefinedworkload

§ Migrationcanberunfromanydatabasetoanyotherdatabaseoftargetversion

§ Easilyfailbacktothepriorrelease

§ Goodforhardwarerefreshcycles,re-platformingprojects

§ Canbeusedtomigrateasubsetofworkloadartifacts

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MigrationMethodProcess(7steps)

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HowMigrationMethodWorks§ Migrationutilityreadsartifacts

fromthesourceserver

§ Convertsthemtothenewformat,andstorestheminfilesonthenewserver

§ Whenyoustartthenewserveraftermigration,thestoredartifactsareimportedintothenewserverdatabase

§ Globalvariablesandhistorydataaremigrateddirectlyintothenewserverdatabase

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MigratedArtifacts

§ Themigrationutilitymigratesthefollowingartifacts:– Agents

– Alerts

– ApplicationsandApplicationVersions

– Calendars

– Events

– Forecasts

– Users(security)

– Groups(security)

– JavaScripts (JavaScriptrepository)

– Resources

– ConnectionProfiles(Hadoop)

– SecurityProfiles(Hadoop)

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AssessingArtifactsforMigration

§ Assessartifactsinboththesourceandtarget(new)serverbeforeyoumigrate

§ Considerthefollowingimpacts:– Ifdefinitionsshare the samename,themigrationutilityoverwritesthenewartifactswithdefinitions

fromthesourceserver.

– Aftermigration,themigratedApplicationsandexistingApplicationscompeteforresources,usethesamesystemvariables,andsharecommondependenciesthatcanleadtounexpectedbehavior

– Toavoidtheseimpacts,werecommendthatyoudonotcreateartifactsorrunworkloadonthenewserverbeforemigration

– Alternatively,toavoidoverwritingartifacts,youcanselectivelydeletetheartifactsfromthetemporarydirectorythemigrationutilityusesbeforestartingthenewserver

– Whenyoustartthenewserver,itispopulatedwiththeartifactsstoredinthisdirectory

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UnsupportedCharactersinArtifactNames

§ Somecharactersthatwereallowedinartifactnamesinpreviousreleasesarenolongerallowed

§ Ifnameofanartifactcontainsunsupportedcharacters,themigrationutilitydisplaysanerrorandtheartifactisnotmigrated.Tomigrateartifactswithunsupportednames,reviewthemigrationerrors,changethenamesoftheartifacts,andrerunthemigrationutility.

§ Startinginr11.1,thefollowingspecialcharactersarenolongersupportedinjobnames:

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§ forwardslash(/)

§ back slash(\)

§ colon(:)

§ semi-colon(;)

§ asterisk(*)

§ ampersand(&)

§ doublequote(")

§ less(<)

§ greater(>)

§ bar(|)

§ parentheses(())

§ backquote(`)

§ singlequote(')

§ equal(=)

§ period(.)

§ comma(,)

§ caret(^)

§ tilde(~)

§ questionmark(?)

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MigrateArtifacts,GlobalVariables,andHistoryData

§ Runmigrationutilityonnewservertomigrateartifacts,globalvariables,andhistorydata– migrate.bat[config_file](Windows)

– migrate.sh[config_file](UNIX/Linux)

§ Themigrationprogramconnectstothesourceserverandreads,converts,andstorestheartifactsonthenewserverfilesystem– migrationutilityusesthedefaultmigrationconfigurationfile

– Cancreateacustomizedconfigurationfiletoautomatesomeofthestepsinthefollowingprocedureortochangedefaultvalues

– Themigrationutilityusesdefaultloggingsettingsinthemigrationloggingconfigurationfileandlogsmigration-relatedinformationinthemigration.logfile

– Tochangethelogfilelocationorconfiguredefaultsettings,youcanmodifythemigrationloggingconfigurationfile

– Ifthemigrationprogramcannotread,convert,orstoreanartifact,itpromptsyoutostopthemigration,continuethemigrationuntilthenexterroroccurs,orcontinuethemigrationandignoresimilarerrors.

– YoucanskipthemigrationofApplicationversionsduringartifactsmigrationbyconfiguringthemigration.default.conffile

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MigrationCaveats- Artifacts

§ Migrationdoesnotperformanykindofmergingbetweenexistingandmigrateddata

§ Whenartifactsaremigrated,themigrationutilityreadsthemfromthesourceserver,

convertsthemtothenewformat,andstorestheminfilesonthenewserver.Whenyou

startthenewserveraftermigration,thestoredartifactsareimportedintothenewserver

database– Note: YoucandisablethisbehaviorbysettingtheRESET_POPULATED_FLAGpropertytofalseinthe

configurationfilethemigrationutilityuses

§ Becauseartifactsarestoredinfiles,youcanpreventindividualartifactsfrombeing

migratedbydeletingtheirfilesbeforestartingthenewserver.

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MigrationCaveats– GlobalVariablesandHistoryData

§ MigrationutilityreadsGlobalVariablesandhistorydatafromthesourceserverdatabase,

convertsthemtothenewformat,andimportsthemintothenewserverdatabase

§ Globalvariablesandhistorydataaremigrateddirectlyintothedatabase

§ Cannotpreventindividualglobalvariablesandhistorydatafrombeingmigrated.

§ Note: Ifworkloadwasexecutedonthenewserverbeforemigration,historydata

migrationcanfailifexistingdatabaserowsconflictwiththemigratedrows.Themigration

utilitydoesnotmergeexistingandmigrateddata.

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