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2008 IBM WebSphere Portal v6.1 Migration Rob Holt WebSphere Portal Migration Lead Slide 2 2 2 2 Agenda Overview Migration Preparing for migration Migration Process Overview Framework Problem Determination Common User Errors and Best Practices Slide 3 3 3 3 Agenda Overview What is migration Migration Plan Roadmap Assessment Planning Skills Runtime Environment Migration Development Environment Application Code Migration Test Production Review the results Supported migration paths Components to migrate What is migrated automatically Migration Preparing for migration Migration Process Overview Framework Problem Determination Common User Errors and Best Practices Slide 4 4 4 4 What is Migration Migration - Moving your existing data and functionality from one WebSphere Portal release to a newer WebSphere Portal release. Migration does not include the merging of new functionality with the old functionality. Parallel function and performance Migration considerations More than just software development Must consider the applications, infrastructure, education and culture Migration process should not compromise day-to-day business Manage complexity, expectations, expense and risk Careful planning is required Each situation is unique There is no one standard plan Slide 5 5 5 5 Migration Plan Roadmap Assessment Planning Skills Runtime Environment Migration Development Environment Application Code Migration Test Production Review the results Assessment Planning Skills Production Review results Test Development Environment Code Migration Unit Test Runtime Environment Runtime Migration Test Systems Development Environment Runtime Environment Slide 6 6 6 6 Assessment Gather the people Consider a core Migration team Identify education requirements Developer, Administrator Hardware requirements Possible Upgrades, All levels Topology assessment Downtime tolerance, Failover support Application architecture Tightened specifications Dependencies between apps API removal, JDK changes Vendor apps and WebSphere products J2EE/JDK/WebSphere version requirements Assessment Planning Skills Production Review results Test Development Environment Code Migration Unit Test Runtime Environment Runtime Migration Test Systems Development Environment Runtime Environment Slide 7 7 7 7 Planning Build a plan based on assessment Hardware requirements Educational needs Identify early adopters Identify Pilot projects Consider risk factors Create an execution timeline Include a rollback plan Assessment Planning Skills Production Review results Test Development Environment Code Migration Unit Test Runtime Environment Runtime Migration Test Systems Development Environment Runtime Environment Slide 8 8 8 8 Skills Plan for education New development tooling Changes in WebSphere Portal administration model Changes in the latest WebSphere version New standards New features Assessment Planning Skills Production Review results Test Development Environment Code Migration Unit Test Runtime Environment Runtime Migration Test Systems Development Environment Runtime Environment Slide 9 9 9 9 Runtime Environment Migrate test systems iteratively Development Integration System test Performance Pre-Production Production Based on your environment Iterate through servers providing support DB, HTTP, LDAP, etc Assessment Planning Skills Production Review results Test Development Environment Code Migration Unit Test Runtime Environment Runtime Migration Test Systems Development Environment Runtime Environment Slide 10 10 Development Environment May require a change in IDE Progress iteratively, expand outward Assume application compatibility Assess apps, based on known issues If no changes required, perform standard regression If development is required do it iteratively Initially make changes that are required to support version migration Reduces complexity of planning, diagnosis and debug - Keep it Simple Test to the depth of test environment that fits your comfort level Then do any necessary new code development and iterate following your standard practices Address Deprecations at some point Ideally as part of application maintenance Assessment Planning Skills Production Review results Test Development Environment Code Migration Unit Test Runtime Environment Runtime Migration Test Systems Development Environment Runtime Environment Slide 11 11 Test/Production/Review Run your standard test processes Progress applications normally through the test environments Ensure Performance is measured Gather baseline measurement Differences exist between WebSphere versions JDK changes may have occurred Have a rollback plan for production Practice on another system earlier in the cycle Review the results of the Migration Update the plan for next time Assessment Planning Skills Production Review Results Test Development Environment Code Migration Unit Test Runtime Environment Runtime Migration Test Systems Development Environment Runtime Environment Slide 12 12 Supported Migration Paths Available paths: WP 5.0.2.2+ Express WP 6.1 WP 5.1.0.X (recommended 5.1.0.4+) WP 6.1 Latest 2 v6.0 Portal Fixpacks v6.0.1.3. and v6.0.1.4 Migration is not a fixpack but a side by side operation, requiring a new install. Slide 13 13 Components to Migrate WMM Custom portlets Process tasks Portlets configuration Page configuration Access control WSRP resources Clients configuration Virtual resources Themes, skins, screens Portal Document Manager Personalization WCM Etc There are many components that must participate in the migration process v5.x/v6.0 Portal Server v6.1 Portal Server Slide 14 14 What is Migrated Automatically Migration scripts attempt to migrate the following resources WMM configuration WMM attributes and associated database tables Client configuration - Configuration information for all clients that are supported by WebSphere Portal. Themes and skins configuration - Configuration information for themes and skins for WebSphere Portal. Portlet Applications and portlets - Migration tasks are provided to facilitate deployment of the custom portlet applications. Portlet configurations Customized portlet application configuration is migrated. Portal pages and places - The corresponding access control is migrated automatically with these artifacts. User customizations these are customizable settings that are associated with portlet instances. Access control- Migration tasks migrate permissions page, porlet application, portlets, and user groups within the portal. JCR Content WCM and PZN data Slide 15 15 Agenda Overview Migration Preparing to Run Migration Scripts Portal 6.1 Install Prepare Prior Portal Migration Process Overview Framework Problem Determination Common User Errors and Best Practices Slide 16 16 Portal 6.1 Install Migration is side-by-side Prepare WP 6.1 Portal configuration Enable security to match prior Portal Users in directory must match Run database transfer Reference the Portal InfoCenter for a list of required fixes PK69311 PK69096 Validate Portal function Verify admin login Slide 17 17 Portal 6.1 Install, Continued Do not cluster 6.1 Portal Federate after migration Validate Portal function Ensure login is possible Set the WAS and Portal admin ID and passwords to match those from the previous version Customizations to the v6.1 portal should be avoided, they will be removed or can cause problems during migration Start with fresh install Do not deploy portlets Do not create pages Do not change access control Do not delete pages Slide 18 18 Prepare Prior Portal Backup previous WebSphere Portal Good idea even though v5.x migration does not make any changes Required if you want to be guaranteed you can revert back to your v6.0 system Install required fixes Currently Available in /migration/fixes Known fixes at the time of GA are included in the v6.1 installed image PK64247 Augments the customization domain for migrations from v6.0 Slide 19 19 Prepare Prior Portal For v5.x Portals Disable user access Set the portal to be active for read only access, this prevents the loss of updates while migration is executing. If clustered, migrate from the primary node and prevent user access to that node during the execution of the portal-pre-upgrade task Adjust HTTP server time out values to never time out, ideally the connection for the export process should use the internal WAS HTTP server port. If using delegated user administration, verify the number of groups in the wmm.xml file is equal to or larger than the number of groups visible to Portal in the LDAP server, and specify the optional parameter to export groups when running the portal- pre-upgrade command. Slide 20 20 Agenda Overview Migration Preparing for migration Migration Process Overview Migration Scenarios JCR Data Migration Validation Framework Problem Determination Common User Errors and Best Practices Slide 21 21 Migration Scenarios Portal configurations supported Clustered Standalone Portal with process integration Simplified over previous releases High level perspective from v5.x Export all portal artifacts Import all portal artifacts High level perspective v6.0 Export required portal artifacts v6.0 includes direct reuse of database information in some portal domains Import required portal artifacts Slide 22 22 V6.10 Portal V5.1 or v6.0.1.x Portal Migration Scenarios, Cluster migration V5.x or v6.0 Deployment Manager Step 0 Initial configuration V6.10 Deployment Manager Step 1 Migrate single node to standalone node Step 2 Install Dmgr Step 3 Federate node and create cluster Step 4 Create additional cluster members V6.10 Portal V5.1 or v6.0.1.x Portal V5.1 or v6.0.1.x Portal V5.1 or v6.0.1.x Portal Slide 23 23 JCR Data Migration Document Manager is no longer available in WebSphere Portal. Before migrating data, Web content previously stored as documents in a document library will need to be replaced with either file resource components or file resource elements stored in authoring templates, content items, sites or site areas If document manager is in use, a solution to migrate PDM documents will become available in a future release of Quickr. DB reuse when migrating from v6.0 eliminates the export/import of WCM and PZN data. Slide 24 24 Validation Before clustering and resuming deployment, validate the migration Verify the following components migrated correctly: User attributes User groups roles access control Collaboration portlets Clients Pages and places User customizations Credential vault data Themes and skins Portlet applications Portlet configuration Virtual resources Verify performance after clustering Additional details, see the migration topic in the Portal v6.1 Infocenter. Slide 25 25 Agenda Overview Manual Migration Preparing for migration Migration Process Overview Migration Scripts Directory and file structure Commands Extended Migration Commands v5.1 Additional Components Filtering How migration works Problem determination Common User Errors and Best Practices Slide 26 26 Directory and file structure The migration directory is located in /migration Migration plugins live in /migration/components Slide 27 27 Commands Automated core migration tasks: portal-pre-upgrade Executed against the source server Run using the supplements CD if in a remote migration scenario Run from the v6.1 installed image for same server migration Generates a backup directory which contains the artifacts to move to v6.1 Portal-post-upgrade Executed against the target server Imports the old configuration into v6.1 Migration is extendable, currently this extensibility framework is not available for customer usage. The documentation and support is not ready for general use. L2 or L3 may provide patches through the extensibility framework. Currently used by some components to provide IBM Portlet to JSR 168 conversion and to manage other changes in Portlets from release to release. Additional custom migration tasks can be plugged into the migration framework. Additional filtering can be added Slide 28 28 Extended Migration Commands Deployment manager security migration migrate-wmm-to-vmm Executed on the primary node immediately after federation to restore security. Copy backup dir to DMgr host under the same path where it exists on the primary node update-nodetypes ConfigEngine task Use in the case where a re-migration of the JCR data is required Slide 29 29 V5.1 Additional Components - WCM Install WCM migration tool ConfigEngine configure-wcm-migration Migrate all the WCM data wcmmigrate all-data Migrate WCM users wcmmigrate users Configure rendering portlets wcmmigrate configure-local wcmmigrate configure-remote Remove the WCM migration tool WPSconfig.bat remove-wcm-migration Slide 30 30 V5.1 Additional Components - PZN 1.Migrate from 5.1 WPmigrate migrate-pzn-50x WPmigrate migrate-pzn-51x 2.Migrate exported 5.1 data WPmigrate migrate-pzn-svData-transform-51x Slide 31 31 How it works Migration from v5.x to v6.1 Requires full export and import of all data Very similar to v5.x to v6.0 migration Migration from v6.0 to v6.1 New approach which allows for DB sharing and DB reuse Significantly reduces down time some scenarios can be migrated with zero downtime Slide 32 32 Shutdown previous Portal Server JCRCommunity How it works DB Reuse approach LDAP Release Install v6.1 portal Execute Portal migration tasks Move required v6.0 resources into the v6.1 portal Connect to existing user repository Customization LM,FB,Sync Community.. Release Action Set 2User @MyPortal Action Set 1Admin @ Content Node Action Set 2User @MyPortal Action Set 1Admin @ Content Node Portal PortletsContent NodesTemplates Wps.content.root My Portal Applications .. Portal PortletsContent NodesTemplates Wps.content.root My Portal Applications .. Resource prod. Resource prod. Resource prod. Resource 2 prod Resource 3 Resource prod. Resource 2 prod. Resource 2 prod Resource 3 prod Resource 3 Resource Resource 3Resource 2 Resource yResource x Resource 3Resource1 Resource 3Resource 2 Resource yResource x Resource 3Resource1.. valueResource 2 valueResource x valueResource1.. valueResource 2 valueResource x valueResource1 Referential Integrity Referential Integrity DB Schema Resource 2 Resource x Resource 1abc Resource 2 Resource x Resource 1abc Weak References.. Connect to previous customization, LM,FB,Sync, and copied JCR domains v6.0 portal Copy JCR domain DB transfer release and Community domains JCR Slide 33 33 Agenda Overview Manual Migration Preparing for migration Migration Process Overview Migration Scripts Problem determination Log files Information to be Collected Common User Errors and Best Practices Slide 34 34 Log files Log files are created using the command line scripts The logs created by the command line script help you debug migration process failures. The following log files are useful for debugging issues /PortalServer/log/MigrationTrace.log /ConfigEngine/log/ConfigTrace.log Log files may refer to other files created in the migration backup directory. XmlAccess import result files Slide 35 35 Information to be Collected OS OS level Fix packs Portal levels Including fix pack and iFix levels for previous and v6 Portal Log files: /log/MigrationMessages.log /log/MigrationTrace.log /migrationwizard.log /migrationwizardlog.txt All temporary work files and previous portal information used in the migration process. This includes the allout.xml, importAll.xml, template files, previous wpconfig.properties, etc Instruct the user to zip the Portal backup directory or a subset of the backup directory Slide 36 36 Agenda Overview Manual Migration Preparing for migration Migration Process Overview Migration Scripts Problem determination Common User Errors and Best Practices Limitations Common Errors Custom XmlAccess Migration Portal Resources Slide 37 37 Migration limitations Manual recreation of all process tasks required if the customer is using WBI. WBI -> WPS conversion is not automatic. Limitation in the WPS product. V5.1 Requires a re-write V6.0 If using a local process container the migration complexity is high XmlAccess can not migrate large numbers of users Export requires a significant amount of resources. Admin Portal access control is not migrated. Permissions on default admin portlets must be manually recreated Permissions on clones on non OOB admin pages do get migrated Some cloned admin portlets may require the manual setting of configuration parameters Changes to admin pages must be manually recreated. Includes additional portlets added to pages, themes, skins, etc Admin page access needs to be recreated as well. v5.10 transformations have been modified, there are manual steps required to fix the transformation. There is no undo, the changes made during the migration process can not be automatically undone, Imperative that the user backs up their initial portal configuration if it is faster than a reinstall. Slide 38 38 Migration limitations Migration of portlets within EAR files requires the user to manually deploy the portlets but not register them prior to executing the portal-post-upgrade migration command Update the ear mapping file for custom deployment paths Services and services settings are not migrated automatically. Service jar files need to be manually redeployed service-settings must be manually re-created Some wires may not be migrated Private wires for instance Search indexes must be recreated Taglib for people awareness has been changed in v6.1, requires updating in older themes Not compatible with v5.1 V6.0 taglib slower performance MS SQL Server 2000 is not supported v6.0 must be upgraded to use MS SQL Server 2005 prior to migrating Customized migration, by default is not part of the migration framework. The migration framework allows customization code to be plugged in. Slide 39 39 Common Errors and Best Practices Information in the infocenter is not read and understood before migration is attempted. All required pre-migration steps are not performed Corrective service not applied to the previous Portal. Attempting to connect through the HTTP server which times out and drops the connection. This problem may occur during the export and may manifest itself on the during import, the symptom is an allout.xml that is not a properly formatted xml file. Improper WAS admin uid/pwd specified Improper Portal admin uid/pwd specified Database URL not in the proper format for portal-pre-upgrade release.DbUrl=jdbc:db2:// :50000/wps60db:returnAlias=0; Should be: release.DbUrl=jdbc:db2://superman2.raleigh.ibm.com:50000/wps60db Slide 40 40 Common Errors and Best Practices (cont) Current portal installation has not been verified. User never attempted to log in User is attempting to migrate into a clustered node, this is not supported After federation of migrated node the security settings have disappeared migrate-wmm-to-vmm task needs to be executed against deployment manager Not enough memory is allocated to the process that is performing migration. User resources not removed from portal when they have been removed from LDAP. Execute the clean users task to re-assign ownership Users do not restart the v6.1 Portal after migration, migrated themes and skins or pages may not show up properly Attempting to migrate Portal on a machine with limited resources or other servers running on them. Severe resource contention will cause failures, timeouts on DB or LDAP connections Slide 41 41 Common Errors and Best Practices (cont) Rational Application Developer Portal Toolkit v5/v6.0 projects must be migrated to a RAD which supports Portal v6.1 (TBD) RAD can help with some manual portlet upgrade Transfer LDAP users if needed This is not recommended to be done before migration. The customer should migrate using the same user repository. The user should verify the migrated portal, then change the LDAP repositories. For migration from v6.0, special care must be taken to propagate the extID if users must be moved into a new repository Validate WMM configuration is valid before attempting migration Ensure cross registry groups are not configured in WMM unless the backing registry supports this configuration Ensure base entries exist Ensure LDAP server information is valid Deploy required SSL certificates in the default trust store for v6.1 Values in the WmmVmmDBMigration.properties not configured correctly Need to specify the full DN for the previous portal admin user and group DB driver needs to be same as what is used by WAS DB driver must be copied to AppServer/lib directory Old and new Portal and WebSphere user ID must be the same Short login name and password must be valid in both the old and new portal Custom versions of OOB portlets fail Different war file names can cause a conflict when doing an update Slide 42 42 Common Errors and Best Practices (cont) Custom content may require manual updates to get new function. Custom themes and skins Custom themes from v5.0 Express will require modifications Changes in Search will require manual modifications to themes Change to people component components will require manual updates to themes Manual modification is required to take advantage of the v6.1 features such as drag and drop, fly out, context menus, etc Custom portlets C2A Portlets and Struts portlets may require updating Most other portlets should run as is If the customer wants to upgrade their portlets, it is recommended they migrate their previous portal first then upgrade their portlets. Custom xmlaccess scripts XmlAccess is forward compatible. If the customer has existing XmlAccess scripts they used to create their previous portal and they do not wish to perform a full migration, they can use the XmlAccess script used to set up their previous portal. Other manual steps Rational Application Developer Refer to the Portal and RAD infocenter for migrating the development environment. Redeployment of custom services Slide 43 43 Common Errors and Best Practices (cont) Most custom portlets run unchanged on WP v6, portlets built that take advantage of WMM APIs will need modification Migrating Struts and C2A portlets require repackaging with updated jars Details on this conversion is covered in the infocenter. If using CredentialVaultService.getDefaultUserVaultSegmentId() API Migrating the credential vault is covered in the infocenter. Change com.ibm.wps.util.ObjectId com.ibm.portal.ObjectId Portlets deployed using the portal interfaces are automatically migrated Migration scripts will install custom portlets Pre-deployed portlets now only need to be installed on v6.1 Slide 44 44 Common Errors and Best Practices (cont) Modified admin portlets cause failures If a modified admin portlet has been deployed in a previous version, manual steps may be required. Ensure DbSafe mode is not enabled when applying iFix PK64247 Ensure a backup is made for the /lib directory Will be required to be restored if changes to the VMM DB repository configuration are needed and SqlServer and DB2 z/OS are used Slide 45 45 Custom XmlAccess Script Migration Use of the WebSphere Portal migration scripts is not required, existing XmlAccess scripts may be sufficient, provided certain conditions are met WMM UR is not in use No customizations are enabled No admin portlets are included in the deployment scripts No dependencies on OOB content, etc WebSphere Portal v5.x/v6.0 XML access scripts are fully compatible with WP 6.1 These scripts are compatible however the expected results after import may be unexpected. A full export of a previous server and import of the export into a v6.1 portal may not work. Your v5.x/v6.0 XmlAccess scripts used to prime your previous portal will work on v6.1. LPID -> GUPID my be an issue. The use of the identification mapping service may be required to create unique object IDs in the new Portal. How migration handles domains for v5.x migrations: The content is automatically stored in the default domain, core migration does not explicitly set domain attributes Slide 46 46 Portal Resources Best resource for migration commands Slide 47 47 Portal Resources White papers for migration from v5.1 and v6.0 http://www-1.ibm.com/support/docview.wss?rs=688&uid=swg27012698 WebSphere Portal Documentation http://www-128.ibm.com/developerworks/websphere/zones/portal/proddoc.html 6.1 Information Center: http://infocenters.lotus.com/help5/index.jsp (Preview)http://infocenters.lotus.com/help5/index.jsp Developerworks: WebSphere Portal Zone http://www-106.ibm.com/developerworks/websphere/zones/portal/http://www-106.ibm.com/developerworks/websphere/zones/portal/ Questions or concerns regarding the migration content in the WebSphere Portal 6.1 Information Center? Please contact Mary Carbonara (mary_carbonara@us.ibm.com, 617-693-7988) for further assistance Migration Central - Support Web Site http://www- 01.ibm.com/support/docview.wss?rs=688&context=SSHRKX&context=SS3JLV&context=SS3NN G&context=SSYJ99&context=SSRUWN&context=SS6JVW&q1=migration&uid=swg21296071&l oc=en_US&cs=utf-8&lang=en Slide 48 48 Thank You Questions & Answers