PTC Integrity Upgrading Guide
PTC Integrity UpgradingGuidePTC Integrity 10.9
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ContentsUpgrading to Integrity 10.9 .7Your Upgrade Path.10Before You Start.10Compatibility Support .43Supported Databases.46Database Migration .46Integrations Support.47Getting Ready to Upgrade .48Upgrading for UNIX Users .49Upgrading to Integrity 10.9.50Installing Integrity 10.9 Server .53Command Line Interface Changes .63Command Line Information.64im Command Options.64integrity Command Options.65si Command Options.65tm Command Options.66ACL Permissions .665
1Upgrading to Integrity 10.9Your Upgrade Path .10Before You Start .10Compatibility Support .43Supported Databases .46Database Migration .46Integrations Support .47Getting Ready to Upgrade.48Upgrading for UNIX Users.49Upgrading to Integrity 10.9 .50Installing Integrity 10.9 Server .53This document contains information that you want to know before upgrading toIntegrity 10.9. The information is relevant for upgrades from Integrity 2009 SP7and Integrity 10.0 through 10.9.7
Note Integrity 2009 SP7 is the minimum supported version when upgrading asource-only database to Integrity 10.9 that contains no Integrityrelationship data. Integrity 10.7 is the minimum supported version that you can upgradeautomatically (including database migration) to Integrity 10.9. Integrityservers before release 10.7 cannot be upgraded automatically. If yourversion of Integrity is earlier than 10.7, contact PTC - Integrity Support forassistance. Integrity 10.6 extended localization support on the client and server fromEnglish and Japanese to three additional languages: German, ChineseSimplified, and Chinese Traditional. However, PTC does not currentlysupport or recommend changing the server language. For example, youcannot change the server language from English to Chinese Simplified. Integrity 10.8 introduces a capability for the administrator to localize theirconfiguration and add translation strings for the display name anddescription attributes of the administrative objects Fields, Test ResultFields, Types, and States. During an upgrade of an existing server toIntegrity 10.8 and later, the display name and description of theadministrative objects (standard set and custom created) are stored in theserver locale. The server locale cannot be changed during an upgrade. Forexample, if an administrator installs an Integrity 10.7 server and earlier,using English as the installer locale, then during an upgrade to Integrity10.8 and later, the display name and description attributes of theadministrative objects Fields, Test Result Fields, Types, and States arestored in the English locale.For detailed information about Configuring Localization, see the PTCIntegrity Server Administration Guide.For the most up-to-date upgrading information made available to you since thepublication of this document, see article CS229118 in the Integrity SupportCenter.For the most current product platform support information, go to rt.htm.For the most current Knowledge Base articles, go to http://www.ptc.com/support/integrity.htm.For detailed information about configuring the supported databases for theIntegrity server, see the PTC Integrity Server Administration Guide.8PTC Integrity Upgrading Guide
For detailed information about new features, general notes, fixed issues, andknown issues in Integrity 10.9, see the PTC Integrity Release Notes.Upgrading to Integrity 10.99
Your Upgrade PathBefore upgrading, PTC recommends reviewing this entire guide. Depending onyour current version of Integrity, your upgrade path may require a full installusing an executable or you may be able to upgrade using a service pack install.If you are upgrading to Integrity 10.9, you must upgrade using the full installexecutable. Prior to upgrading to Integrity 10.9, the relationship data from the oldrelationship table must already have been migrated to the new relationship tableusing a 10.7 or 10.8 Integrity server. For more information, see DatabaseConsiderations on page 41.A full install using the executable is required when upgrading to Integrity 10.9from the following product versions: Integrity 2009 SP7 Integrity 10.0 Integrity 10.1 Integrity 10.2 Integrity 10.3 Integrity 10.4 Integrity 10.5 Integrity 10.6 Integrity 10.8This guide describes the process for installing using the full install executable.Before You StartBefore you begin your upgrade to Integrity 10.9, review the following importantinformation:General Considerations on page 10Integrity Product Version Considerations on page 12Document Versioning Considerations on page 26Database Considerations on page 41General ConsiderationsHave a backup planDevelop a plan to use in case an upgrade fails. By retaining the previousversion of the server, you reduce downtime if the upgrade fails. Retaining the10PTC Integrity Upgrading Guide
previous version of the server allows you to restore the database and thencontact PTC - Integrity Support for assistance.Backup and verify your databasePerform a full database backup and keep the backup on site until it isdetermined that the upgrade is successful. Verify the database backup toensure it can be restored if required.Consider integrated componentsConsider the dependencies between integrated components when upgrading.Both Integrity and Implementer can refer to items and change packages thatare stored in Integrity. You must keep the Integrity data in sync forIntegrityand Implementer data to accommodate these dependencies.For example, if upgrading problems cause you to restore Integrity from aweekly backup,Integrity and Implementer could end up referring to items thatdo not exist or contain out-of-date information.Do not reuse backed up configuration filesIf you upgrade using the full install executable, note that old configurationfiles cannot be reused with the new release. Copying and pasting files from theold installation into the new server directory causes problems if configurationproperties have been renamed or new variables added. A utility is provided formigrating configuration files.In addition, many properties are now contained in the database. Onceproperties are successfully migrated to the database with the isutil utility,they can be further modified in the Integrity Administration Client GUI orfrom the CLI using the integrity setproperty, si setproperty,im setproperty, and aa setproperty commands; or im diag and sidiag commands.NoteThe documentation files pointed to indocumentationlist.properties andinstallationlist.properties must be manually updated fromthe installation DVD and their locations manually updated in those files.For more information, see the PTC Integrity Server Administration Guide.Plan to migrate Custom CertificatesIf you upgrade using the full install executable, note that custom CA Rootcertificates stored in the cacerts keystore are not migrated during theupgrade. You must plan to import such certificates manually after the upgrade.Upgrading to Integrity 10.911
If you do not migrate the certificates, the Integrity server can fail to start dueto an inability to establish the proper certificate trust.Always stop the Integrity server service before installing the upgradeStop the Integrity server service, but do not uninstall the Integrity server untilafter the new server is installed. Retaining the old installation ensures that arollback is possible if you run into difficulties with the upgrade.Integrity Product Version ConsiderationsNew installation directoriesFor Integrity server 10 product versions, the default installation directory is:installdir/Integrity/IntegrityServer10In addition, the installer prevents you from installing the server in an existinginstallation directory.For the Integrity client, the default installation directory is:installdir/Integrity/IntegrityClient10PTC recommends reviewing and updating any scripts you use that referencethe installation directories.RCS repository is no longer supported in Integrity 10.0 and later versionsAs of Integrity 10.0, the legacy RCS repository is no longer supported forconfiguration management. To support a more robust repository type forconfiguration management,Integrity exclusively supports the databaserepository. For more information, see the PTC Integrity Server AdministrationGuide. 12NoteIf you are currently using an RCS repository for configurationmanagement, you must migrate to a database repository in Integrity 2009SP7 before upgrading to Integrity 10.0 and later versions. If you are currently using a database platform that was supported by theRCS repository in previous releases of Integrity but is not currentlysupported by the database repository, you must migrate to a supporteddatabase platform. If a database migration is not an option or you require assistance, contactPTC - Integrity Support.PTC Integrity Upgrading Guide
CautionIf you are upgrading an Integrity server that was originally configured forthe RCS repository, ensure that your new database is configured as casesensitive. Contact PTC - Integrity Support for assistance.With the mandatory use of the database repository, the property formksis.backend db is now required on the Integrity server. Themksis.backend property is configured in the following properties file onthe f mksis.backend is missing or incorrectly set, the Integrity server doesnot start and an error occurs (MKS141153 The RCS repository is no longersupported for Source). To resolve the error, the administrator must addmksis.backend db to the is.properties file.For more information on configuring properties in the is.properties file,see the PTC Integrity Server Administration Guide.Integrity 10.8 and later does not support PTC System Monitor 3.0Integrity 10.8 and later is only compatible with PTC System Monitor (PSM)4.0. It is not supported with PSM 3.0 and earlier PSM releases. This is due toan incompatibility with the version of Java that is used with both products.This incompatibility does not allow the Integrity server to start. If you arecurrently running PSM 3.0 and earlier, you must upgrade to 4.0 beforeupgrading to Integrity 10.8 and later.Project files are now in client-side databaseAs of Integrity 10.8 and later, project information is stored in a client-sidedatabase, and consequently there are no .pj files in Sandboxes. Project filesstill display as virtual project files (with the .pj file extension) in Integrityinterfaces. Instead of project files, project information is stored in a client-sidedatabase in the .mks directory of the system on which the Integrity client isinstalled. The location of the .mks directory is specified by the MKS ICINSTANCE DIR environment variable. By default, on Windows the .mksdirectory can be located in the home directory of the user.Upgrading to Integrity 10.913
NoteAn Integrity user’s .mks directory must have sufficient space available tofit three copies of the client-side database. The amount of space neededdepends on how many Sandboxes the user has, and a minimum of 50 MBavailable space is recommended.Large amounts of Test Results data in Oracle databases can increaseIntegrity 10.6 upgrade time (275480, 950629)If you are using an Oracle database that contains a large amount of TestResults data, the database migration step of the Integrity server upgrade cantake a long time. During the upgrade, a message warning of this appears andprovides instructions to look for status updates in the migration log(dbinstall.log) found in the server installation log directory.Java Garbage Collector default change (142919, 943799)As of Integrity 10.5 and later, the Java garbage collector default for theIntegrity server has changed to concurrent mark sweep collector (CMS). Ifyour implementation of Integrity uses custom changes to the garbage collectorsettings, it is recommended that you test the new Integrity server installation ina test environment before upgrading the Integrity server used in the productionenvironment.Upgrading database to Integrity 10.3 can take additional time (740029,807473)In Integrity 10.3, three new columns have been added to the Issues table.During the database migration step of the Integrity upgrade, for each existingitem (issue), a value is assigned to one of the columns; possibly increasingupgrade time. The columns have been added for future use.Trigger bean updates to support deactivating and activating developmentpaths (1010427, 1071406)In Integrity 10.8 and later, the following updates have been made:14 The following new trigger bean classes are available:ScriptActivateVariantArgumentsBean andScriptDeactivateVariantArgumentsBean. These classes makethe variant name being activated available to script authors. For the ScriptProjectBean class, the following new methods areavailable: deactivateVariant and activateVariant. Thesemethods deactivate and activate variant projects. For the ScriptProjectBean class, the getVariants method hasbeen updated to return both active and inactive variants. If you only wantPTC Integrity Upgrading Guide
active variants to be returned, you must update your scripts to usegetActiveVariants instead. getActiveVariants, getInactiveVariantsFor more information, see the Javadocs.Methods in ScriptCopyTreeResultBean deprecated (631048, 203946)As of Integrity 10.1 and later, the following methods in theScriptCopyTreeResultBean are deprecated and should no longer beused: getResultMap()getResultingIssue()Instead, use the following methods: getResultMapV2() getResultingIssues()For more information on using ScriptCopyTreeResultBean methods,see the "Event Trigger Java Documentation" documentation link on theIntegrity server Homepage.Change to Document ID Field Definition (494359, 517828)With Integrity 10.1 and later, the definition of the Document ID field is noteditable by Integrity administrators. If your implementation of Integrity has acha
User and training guides and related documentation from PTC Inc. and its subsidiary companies (collectively . Integrity Server Administration Guide. For the most up-to-date upgrading information made available to you since the . weekly backup,Integrity and Implementer could end up referring to items that
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