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5.2.1 Upg P&P Win SQL Was
5.2.1 Upg P&P Win SQL Was
Version 5.2.1
GC19-3927-02
IBM FileNet P8
Version 5.2.1
GC19-3927-02
Note
Before using this information and the product it supports, read the information in “Notices” on page 53.
This edition applies to version 5.2.1 of IBM FileNet Content Manager (product number 5724-R81), version 5.2.1 of
IBM Case Foundation (product number 5724-R76), and to all subsequent releases and modifications until otherwise
indicated in new editions.
© Copyright IBM Corporation 2001, 2014.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
ibm.com and related resources. . . . . v Creating Content Platform Engine directory
Contacting IBM . . . . . . . . . . . . . v server accounts for upgrades . . . . . . 21
Creating the application server
Planning and preparing for FileNet P8 administrative console user (WebSphere
Application Server) . . . . . . . . . 21
upgrade . . . . . . . . . . . . . . . 1 Database administrator upgrade tasks . . . . 22
Planning the upgrade . . . . . . . . . . . 1 Database administrator planning . . . . . 22
Upgrade scenarios . . . . . . . . . . . 1 Planning for SQL Server database upgrades 23
Upgrade on an existing server instance . . . 3 Planning the IBM Content Search Services
Upgrade with migration to a new server upgrade . . . . . . . . . . . . . 26
instance . . . . . . . . . . . . . . 4 Application Server administrator upgrade tasks 26
Migration upgrade overview and roadmap 4 Creating the application server administrator 27
Upgrade planning considerations . . . . . . 6 Starting or stopping an application server
Upgrade system requirements for FileNet P8 . 6 instance . . . . . . . . . . . . . 28
Upgrade system requirements for FileNet P8 Configuring the application server for Content
expansion products . . . . . . . . . . 6 Platform Engine . . . . . . . . . . . 28
FileNet P8 eForms . . . . . . . . . 7 FileNet P8 administrator upgrade tasks . . . . 29
Content Federation Services . . . . . . 7 Enabling the Asynchronous Processing
IBM Enterprise Records. . . . . . . . 7 dispatcher . . . . . . . . . . . . . 30
Upgrading or migrating the underlying vendor Preparing Process Engine for upgrade
software supported by Content Platform (upgrades from versions 4.5.1, 5.0.0, 5.1.0) . . 30
Engine . . . . . . . . . . . . . . 7 Collecting settings for peupgrade wizard
Planning Process Engine upgrades (versions (upgrades from versions 4.5.1, 5.0.0, 5.1.0) . . 30
4.5.1, 5.0.0, 5.1.0) . . . . . . . . . . . 8 Collecting configuration information for
Definition of upgrade roles . . . . . . . . 8 Process Engine DbExecute connections
Using the installation and upgrade worksheet . . 10 (upgrades from 4.5.1) . . . . . . . . . 32
Running the Customize Worksheet macro . . 11 Saving Component Manager custom settings
Autofiltering and sorting the Worksheet . . . 11 for CE_Operations . . . . . . . . . . 33
Performing the required upgrade preparation tasks 12
IT administrator upgrade tasks . . . . . . . 12
Creating operating system accounts for
Appendix A. Preparing non-English
upgrades . . . . . . . . . . . . . 13 environments for installing FileNet P8 . 35
Creating the Content Platform Engine Application Server administrator . . . . . . . 35
installer account . . . . . . . . . . 14 Configuring character encoding on WebSphere
Creating the Process Engine upgrade Application Server . . . . . . . . . . . 35
account (upgrades from versions 4.5.1, Security administrator . . . . . . . . . . . 36
5.0.0, 5.1.0). . . . . . . . . . . . 14 Extended characters and user names . . . . . 36
Creating Configuration Manager user . . 15 Database administrator . . . . . . . . . . 36
Creating the Content Platform Engine Installing Microsoft SQL Server . . . . . . . 36
application server installation account . . 16 IT administrator . . . . . . . . . . . . . 36
Creating the Content Platform Engine Operating system considerations . . . . . . 37
application server installation group . . . 16 Microsoft Windows . . . . . . . . . . . 38
Configuring Microsoft Windows . . . . . 17 FileNet P8 administrator . . . . . . . . . . 38
Configuring Windows for FileNet P8 Limitations on installing in a non-English
servers . . . . . . . . . . . . . 17 environment . . . . . . . . . . . . . . 38
Configuring Windows for .NET and COM
compatibility clients . . . . . . . . 18 Appendix B. FileNet P8 ports . . . . . 41
Configuring Windows for Active Directory 18 Content Platform Engine ports . . . . . . . . 42
Adding inbound rules to the Windows Application Engine and Workplace XT ports . . . 45
2008 firewall . . . . . . . . . . . 18 Process Simulator ports . . . . . . . . . . 45
Configuring operating system elements . . . 18 Content Search Services ports . . . . . . . . 46
Configuring network communications . . 19 Rendition Engine and Content Platform Engine
Synchronizing machine clocks . . . . . 19 ports for LIQUENT . . . . . . . . . . . . 47
Using IBM Support data collection tools . . . 19 Database ports . . . . . . . . . . . . . 49
Security administrator upgrade tasks . . . . . 20 IBM System Dashboard for Enterprise Content
Security upgrade planning considerations . . 20 Management ports . . . . . . . . . . . . 50
Notices . . . . . . . . . . . . . . 53 Index . . . . . . . . . . . . . . . 57
Trademarks . . . . . . . . . . . . . . 55
From ibm.com, click Support & downloads and select the type of support that you
need. From the Support Portal, you can search for product information, download
fixes, open service requests, and access other tools and resources.
You can view the product documentation online in IBM Knowledge Center or in
an Eclipse-based information center that you can install when you install the
product. By default, the information center runs in a web server mode that other
web browsers can access. You can also run it locally on your workstation.
PDF publications
Product Website
Product Documentation for http://www.ibm.com/support/docview.wss
FileNet® P8 Platform &uid=swg27042122
“Contacting IBM”
For general inquiries, call 800-IBM-4YOU (800-426-4968). To contact IBM
customer service in the United States or Canada, call 1-800-IBM-SERV
(1-800-426-7378).
Contacting IBM
For general inquiries, call 800-IBM-4YOU (800-426-4968). To contact IBM customer
service in the United States or Canada, call 1-800-IBM-SERV (1-800-426-7378).
For more information about how to contact IBM, including TTY service, see the
Contact IBM website at http://www.ibm.com/contact/us/.
In version 5.2, the Content Engine, Process Engine, and Case Analyzer were
combined and now run as a single deployed application. This is the Content
Platform Engine. This content and workflow management software runs on every
application server instance where it is deployed. It is recommended that you
contact your IBM representative to review capacity planning and load balancing
before you upgrade.
All data in the existing global configuration database, object stores, and workflow
system are automatically upgraded when you deploy the upgraded Content
Platform Engine EAR file.
“Upgrade scenarios”
Upgrade planning depends on the details of your existing installation. The
version of origin and platform choices all influence the upgrade path of your
existing components.
“Upgrade planning considerations” on page 6
Review all upgrade planning information related to requirements for upgrading
an FileNet P8 system and expansion products, as well as other vendor products
associated with the FileNet P8.
“Definition of upgrade roles” on page 8
Your organization may have different roles, and some of the responsibilities of
listed roles will vary from those assigned by default.
“Using the installation and upgrade worksheet” on page 10
The Installation and Upgrade Worksheet is a Microsoft Excel spreadsheet
(p8_worksheet.xls). The worksheet describes the properties and parameters
required to complete FileNet P8 installation, upgrade, and configuration
programs, and provides a way to record the values you assign to these
properties and parameters.
Upgrade scenarios
Upgrade planning depends on the details of your existing installation. The version
of origin and platform choices all influence the upgrade path of your existing
components.
(For upgrades from versions 4.5.1, 5.0.0 and 5.1.0) Content Engine, Process Engine,
and the following associated components must be upgraded together:
v Application Engine and depending on which version of Application Engine you
are upgrading from, the upgrade could be only the installation of a fix pack.
v IBM FileNet Workplace XT
v IBM Content Search Services
v Rendition Engine
v IBM FileNet Content Federation Services
v IBM FileNet Case Analyzer and IBM FileNet Process Simulator can be upgraded
at the same time if you need full access to all case and simulation data after the
upgrade. However, you could upgrade these components at a later time, such as
the following weekend. All backlogged data will be processed after those
upgrades are complete. See the IBM FileNet Case Analyzer and IBM FileNet
Process Simulator documentation for information on upgrading those
components.
(For upgrades from versions 5.2.0) Content Platform Engine and the following
associated components must be upgraded together:
v Application Engine client files
v IBM FileNet Workplace XT client files
v IBM Content Navigator client files
v IBM Content Search Services
v Rendition Engine
v IBM FileNet Content Federation Services
v IBM FileNet Case Analyzer and IBM FileNet Process Simulator can be upgraded
at the same time if you need full access to all case and simulation data after the
upgrade. However, you could upgrade these components at a later time, such as
the following weekend. All backlogged data will be processed after those
upgrades are complete. See the IBM FileNet Case Analyzer and IBM FileNet
Process Simulator documentation for information on upgrading those
components.
See the IBM FileNet P8 system requirements for a list of product-component versions
from which you can start an upgrade. Also see the FileNet P8 Fix Pack
Compatibility Matrices.
“Upgrade on an existing server instance”
You can complete an upgrade on an existing server instance.
“Upgrade with migration to a new server instance” on page 4
An upgrade can be accomplished while also migrating from one server instance
to another. The new server instance could be on new hardware, or could be on
existing hardware. Making such a change is often part of the motivation for
doing the upgrade and it is important to have a well-understood process.
(For upgrades from 4.5.1, 5.0.0, or 5.1.0) This upgrade scenario assumes you are
upgrading Content Engine on the application server where it is currently deployed
and making configuration changes to that deployment to include Process Engine
information.
A server that was formerly a Process Engine server could also be used to install
Content Platform Engine. This requires an installation of the same application
server software that is installed on the other Content Platform Engine servers.
Handle the configuration of this server like an upgrade with migration to a new
server instance. Then add the new server as another node in the Content Platform
Engine application server cluster.
Upgrading large FileNet P8 systems involves significant work. The upgrade can be
particularly challenging because you are changing the underlying platform of
major system components, such as Content Platform Engine. Using this approach,
you could install and configure a new server instance, such as for the application
server or database server. The initial installation and configuration work could be
done without impacting the production system.
At a high level, complete the upgrade migration procedures by using the following
steps. Some steps are repeated for each major FileNet P8 component:
v Determine a time when you can run the upgrade, which must be done when no
one is altering the production system data. The copy of the production data
(replica) must reflect the production system, otherwise the upgrade will not be
on current data.
v Set up a second system that contains a copy of production data. With this
approach, you can revert to the original system if you encounter problems
during the upgrade. You can also do some of the initial installation and
configuration without impact to the production system. This second system
allows you to migrate to different server instances, replacing or updating
hardware for application servers or database servers. Keep as much of the
original configuration as possible to minimize configuration issues during the
upgrade.
v On the second system, run all upgrade tasks that might alter data in a
production system.
v Typically, the file stores are also relocated to the new platform. If you do not
relocate your file stores, you must take additional steps to ensure that the file
Apply the required minimum level FileNet P8 software updates for the release you
are currently running before you upgrade.
Applying a fix pack for one component might require fix packs for other
components. Prior to applying any fix pack, review the FileNet P8 Fix Pack
Compatibility Matrices to ensure compatibility between all installed components.
FileNet P8 eForms:
For more information, see the appropriate topics for upgrading in the IBM FileNet
P8 eForms Installation and Upgrade Guide.
IBM FileNet Content Federation Services must be at the same version level as
Content Platform Engine.
If IBM FileNet Content Federation Services is not at the same version level as
Content Platform Engine, shut it down and upgrade it to the same version level
after Content Engine has been upgraded.
For more information, see readme file that accompanied the latest IBM FileNet
Content Federation Services fix pack.
Depending upon which version of the records management product you are using,
there are tasks you must perform before you upgrade your Content Platform
Engine software. You must use different upgrade tools depending on the version of
records management software you are running.
For more information, see the appropriate topic for upgrading your object stores in
the IBM Enterprise Records Installation and Upgrade Guide.
For specifics on how to upgrade the underlying vendor software, see the
appropriate vendor documentation. Complete these vendor software upgrades
before you begin the upgrade but as part of the entire upgrade process.
Any new databases into which you migrate data must be populated by using the
database vendor’s appropriate database tools, such as backup and restore tools or
export and import tools. Perform database migration tasks only after you shut
down existing Content Platform Engine software and back up the databases. These
shutdown and backup actions help to ensure that all data that was in production is
moved to the new upgraded system.
Upgrading Process Engine 4.5.1, 5.0.0, or 5.1.0 requires the following steps, which
are explained in the upgrade instructions:
v Install the Content Platform Engine and IBM Case Foundation 5.2.1 software on
an existing Content Engine application server or on a new application server.
v Define data sources for any Process Engine database that is not already shared
with an object store.
v Deploy the combined Content Platform Engine on the application server.
v Run the peupgrade wizard to gather configuration information for Process
Engine. Upon completion of the wizard, the upgrade of the Process Engine
database and isolated regions starts.
After the upgrade, the Process Engine is no longer a separate component. There is
a single deployment of both the Process Engine and Content Engine components in
the new Content Platform Engine. Each existing Process Engine database will
become a legacy workflow system in the Content Platform Engine. You administer
legacy workflow systems, as well as new workflow systems, with the
Administration Console for Content Platform Engine.
There are no longer any dependencies on the IBM FileNet Image Services software
and no IBM FileNet Image Services software is installed. You can remove the older
versions of Process Engine and IBM FileNet Image Services after successfully
installing the Content Platform Engine software and upgrading the database.
The tasks in this guide as well as the rows in the Installation and Upgrade
Worksheet are organized by administrative roles, listed below.
Installation administrator
v Runs the FileNet P8 component installers during initial setup.
v Runs the FileNet Configuration Manager tool during initial setup, followed by
launching IBM Administration Console for Content Platform Engine.
v Runs the FileNet P8 component upgrade programs during upgrades.
For tasks assigned to the ITA, see “IT administrator upgrade tasks” on page 12.
Security administrator
v Responsible for configuring the directory servers required by FileNet P8
components.
v Creates and maintains directory server user and group accounts.
v Abbreviated as SA. Responsible for providing the information in the rows in the
Installation and Upgrade Worksheet with a value of SA in the Role column.
For tasks assigned to the SA, see “Security administrator upgrade tasks” on page
20.
Database administrator
v Creates, configures, maintains database installations and databases or table
spaces.
v Responsible for creating database accounts needed by FileNet P8 Platform
components.
v Performs database backups.
v For purposes of this documentation, the database administrator is expected to
have responsibilities regarding the Java™ Database Connectivity (JDBC) data
sources.
v Abbreviated as DBA. Responsible for providing the information in the rows in
the Installation and Upgrade Worksheet with a value of DBA in the Role column.
For tasks assigned to the DBA, see “Database administrator upgrade tasks” on
page 22.
For tasks assigned to the ASA, see “Application Server administrator upgrade
tasks” on page 26.
For tasks assigned to the P8A, see “FileNet P8 administrator upgrade tasks” on
page 29.
Important: For support of the full range of built-in filter and macro features, use
Microsoft Excel to view the Installation and Upgrade Worksheet file. You can use
other spreadsheet programs to view the file; however, filter and macro support can
vary. For example, in Calc from OpenOffice.Org, the column filters work as
expected, but the Customize Worksheet button does not.
AutoFiltering is a quick way to display only those rows that meet a certain
criterion.
To use AutoFilter:
1. Make sure AutoFiltering is enabled. (Select the entire row with the column
headers, then click Data > Filter > Autofilter.) AutoFilter arrows will appear to
the right of the column labels.
2. Click the AutoFilter arrow in the Installation or Configuration Program
column header and select the program you are interested in (for example, CPE
installer).
To prepare the FileNet P8 environment, complete the tasks assigned to each role.
Some tasks require input that results from other preparation tasks performed by
other administrator roles. For information about assigning and defining these roles,
see “Definition of upgrade roles” on page 8.
While performing the tasks, record the results in the Installation and Upgrade
Worksheet where indicated.
“IT administrator upgrade tasks”
The Information Technology administrator must prepare the network and
operating systems, and carry out certain security configurations to prepare your
environment for FileNet P8 upgrade.
“Security administrator upgrade tasks” on page 20
The Security administrator must prepare the security environment for FileNet
P8 upgrade, including planning the security environment, and creating
accounts.
“Database administrator upgrade tasks” on page 22
The Database administrator must prepare the databases required for FileNet P8
upgrade, including installing patches, and creating databases and database
accounts.
“Application Server administrator upgrade tasks” on page 26
The Application Server Administrator must prepare the application servers for
FileNet P8 upgrade.
“FileNet P8 administrator upgrade tasks” on page 29
The FileNet P8 administrator must carry out several tasks to prepare your
environment for your FileNet P8 upgrade.
Tip: With the Data > Filter > AutoFilter command enabled, as it is by default in
the shipping worksheet file (p8_worksheet.xls), perform the following actions to
quickly see only the properties assigned to a particular role:
– Click the AutoFilter drop-down arrow in the Role column header and select
ITA.
– Further filter the result set by clicking the AutoFilter drop-down arrow in
any of the other columns and selecting a value or clear a filter by selecting
All.
v Configure the operating systems to prepare for component upgrade.
“Creating operating system accounts for upgrades”
Operating system accounts are required during the upgrade process.
“Configuring Microsoft Windows” on page 17
Verify that any Windows server configuration changes have been made in
preparation for upgrading FileNet P8 software.
“Configuring operating system elements” on page 18
Configure the network to prepare for your FileNet P8 upgrade. You must
ensure proper network communications and access rights.
“Using IBM Support data collection tools” on page 19
The IBM Support data collection tools can help you troubleshoot problems with
your installed IBM FileNet P8 products by collecting and analyzing
problem-related diagnostic data.
If you see a reference to an account that you do not understand, search the
documentation for that reference.
“Creating the Content Platform Engine installer account” on page 14
An operating system account you use to install Content Platform Engine.
“Creating the Process Engine upgrade account (upgrades from versions 4.5.1,
5.0.0, 5.1.0)” on page 14
An operating system account you use to run the Process Engine upgrade
wizard.
“Creating Configuration Manager user” on page 15
An operating system account you use to run Configuration Manager.
“Creating the Content Platform Engine application server installation account”
on page 16
Create a new or designate an existing application server account to be used
while upgrading Content Platform Engine.
If you are upgrading on the same machine where Content Platform Engine (or
Content Engine) was previously installed, use the same installer account that you
originally used to install that software. The installation program requires this to
detect that it is an upgrade and to use the same installation path.
If you are upgrading on a new machine, where Content Platform Engine has never
been installed, create the cpe_install_user as explained here.
1. If installing Content Platform Engine on Windows, create the following
operating system account:
Content Platform Engine installer account (Windows)
Unique identifier
cpe_install_user
Description
An operating system account used to run the Content Platform
Engine installation program.
Minimum required permissions
Use Windows administrative tools to add cpe_install_user to the
Local Administrators group and to the
cpe_appserver_install_group.
Creating the Process Engine upgrade account (upgrades from versions 4.5.1, 5.0.0,
5.1.0):
An operating system account you use to run the Process Engine upgrade wizard.
1. Create the following operating system account:
Process Engine upgrade user account
Unique identifier
pe_upgrade_user
Description
A directory server user account that has Full Control access
rights to the FileNet P8 domain, and has also been granted
rights through its membership in the
workflow_system_admin_group.
Content Platform Engine permissions can be granted by a
gcd_admin who uses IBM Administration Console for Content
Platform Engine to add the pe_upgrade_user to the ACL of the
FileNet P8 domain and grant it Full Control.
Use your directory server tools to add the pe_upgrade_user to
the workflow_system_admin_group. The
If you are upgrading on the same machine where Content Platform Engine (or
Content Engine) was previously installed, use the same Configuration Manager
user account that you originally used during installation. The program requires
this to detect that it is an upgrade and to use the same installation values.
If you are upgrading on a new machine, where Content Platform Engine (or
Content Engine) has never been installed, create config_mgr_user, as explained here.
1. Create the following operating system account:
Configuration Manager user
Unique identifier
config_mgr_user
Description
An operating system account you will use to run Configuration
Manager.
Minimum required permissions
config_mgr_user must belong to the cpe_appserver_install_group.
(Windows only) Using Active Directory tools, add
config_mgr_user to either the Power® Users group or the Local
Administrators group.
At several points in the installation process you will be
instructed to grant additional permissions to config_mgr_user,
including the following permissions:
v Execute permission to the Configuration Manager executable
file, configmgr.exe (Windows) or configmgr.sh (AIX®,
HPUX, HPUXi, Linux, Linux for System z, Solaris).
v Read and write permission to the directory where
Configuration Manager will create the configuration XML
files. For example:
– the directory you specify using the optional -path
parameter when you run Configuration Manager.
– the default directory, ce_install_path/tools/configure/
profiles, if you do not specify a path parameter.
Create this account if it does not already exist. The upgrade instructions tell you
when to use it. In earlier releases, this account was identified as
ce_appserver_install_user.
1. Create the following operating system account:
Content Platform Engine application server installation administrator
Unique identifier
cpe_appserver_install_user
Description
The cpe_appserver_install_user account is needed during the
installation process to perform the following tasks:
v Create and configure the application server for Content
Platform Engine.
v Start or stop the application server when needed.
v Modify the application server files or directories as needed
for deploying Content Platform Engine using the
Configuration Manager tool.
v Provide create, read and write permissions for directories on
devices or drives that are used for external Content Platform
Engine file storage.
cpe_appserver_install_user must belong to the
cpe_appserver_install_group.
Minimum required permissions
Use your local machine's administrative tools to grant
cpe_appserver_install_user at least the following permissions:
v For Windows, cpe_appserver_install_user must be a member of
the Local Administrators Group.
Create this account if it does not already exist. The upgrade instructions tell you
when to use it. In earlier releases, this account was identified as
ce_appserver_install_group.
1. Create the following operating system account:
Content Platform Engine application server installation group
Unique identifier
cpe_appserver_install_group
Description
An operating system group account. You will be instructed to
Make sure your Windows servers comply with the requirements for the upgraded
version of FileNet P8.
v See the IBM FileNet P8 system requirements for details on required Windows
Service Packs and patches.
v Consult with the application server, database, and FileNet P8 administrators to
determine port requirements for all the servers in your installation environment.
For details, see Appendix B, “FileNet P8 ports,” on page 41.
Microsoft .NET Framework is a prerequisite for installing .NET API Clients and
COM Compatibility clients. Some clients might also require the installation of
Microsoft Web Services Enhancements (WSE).
If you are using Windows Active Directory for your directory service, set the
primary DNS.
If Windows Active Directory is your directory service, set the primary DNS server
IP address on your Content Platform Engine application server to the IP address of
the machine where DNS is installed.
Configure inbound rules in the Windows 2008 firewall to allow the following ports
access.
Ensure that your TCP/IP settings are configured so that your servers and clients
can communicate with one another.
FileNet P8 processes require that you synchronize the machine clocks of all FileNet
P8 server and client machines.
You must make sure that the machine clocks on all FileNet P8 servers, including
Content Platform Engine, Application Engine, as well as all database servers and
those of FileNet P8 client applications including Workplace XT, Rendition Engine,
IBM Case Manager, and so on, are synchronized. Errors that might arise if they are
not synchronized include those of authentication, cooperative locking,
communication between servers, and others.
IBM Support data collection tools automate the gathering and sending of
appropriate diagnostic data to IBM Support for investigation and resolution of
installation, upgrade, or runtime problems in IBM FileNet P8 products. Typically
you would run an IBM Support data collection tool after installing or upgrading
the product, or when the IBM FileNet P8 system is in production.
To use an IBM Support data collection tool, your IBM FileNet P8 product must be
supported by the tool and must have Internet access to the IBM Support back-end
servers where the collected data is analyzed. If your product does not meet these
requirements, IBM Support can assist you in determining the most effective
manual method to collect and deliver the diagnostic data for analysis.
Two IBM Support Assistant data collection tools are available, at the IBM Support
Assistant Data Collectors website:
v IBM Support Assistant Data Collector is a web-based tool that can be used at
any time; there is nothing to install.
v IBM Support Assistant Lite Data Collector must be installed on the servers
where you installed or upgraded your IBM FileNet P8 products before it can be
To determine which IBM Support data collection tool supports your IBM FileNet
P8 product:
1. Browse to the IBM Support Assistant Data Collectors website.
2. Find an IBM Support data collection tool that supports your product:
v To determine whether IBM Support Assistant Data Collector supports your
product, complete the following substeps:
a. Click the Data Collectors tab on the IBM Support Assistant Data
Collectors home page, and then click Launch.
b. Expand the I need to collect data for drop-down list. If your product is
listed, then you can use IBM Support Assistant Data Collector.
v To determine whether IBM Support Assistant Lite Data Collector supports
your product, complete the following substeps:
a. Click the Data Collectors tab on the IBM Support Assistant Data
Collectors home page.
b. Choose Enterprise Content Management in the Select a brand to begin
the download process drop-down list.
c. Expand the Select a product to access the download page drop-down
list. If your product is listed, then you can use IBM Support Assistant Lite
Data Collector.
3. Follow the instructions on the web page for the tool that supports your product
to use the tool directly or to install it, as needed.
Tip: With the Data > Filter > AutoFilter command enabled, as it is by default in
the worksheet file (p8_worksheet.xls), perform the following actions to quickly
see only the properties assigned to a particular role:
– Click the AutoFilter drop-down arrow in the Role column header and select
SA.
– Further filter the result set by clicking the AutoFilter drop-down arrow in
any of the other columns and selecting a value or clear a filter by selecting
All.
“Security upgrade planning considerations”
Review the security requirements for systems being upgraded.
“Creating Content Platform Engine directory server accounts for upgrades” on
page 21
Create new or designate existing directory server installation accounts for
Content Platform Engine.
If you see a reference to an account that you do not understand, search the
documentation for that reference.
“Creating the application server administrative console user (WebSphere
Application Server)”
An LDAP account to which you have granted the WebSphere Application
Server administrative role.
An LDAP account to which you have granted the WebSphere Application Server
administrative role.
Create this account if it does not already exist. The upgrade instructions tell you
when to use it.
1. Create the following directory service account:
WebSphere administrative console user
Unique identifier
appserver_console_user
Description
The appserver_console_user account is an LDAP account to which
you have granted the WebSphere Application Server
administrative role so that it can log in to the WebSphere
administrative console.
If your WebSphere repository type is Stand-alone LDAP
registry, when you run the Configuration Manager Configure
LDAP task, enter the credentials of a valid LDAP user account
to be the appserver_console_user for the entry labeled
Administrative console user name. Configuration Manager
grants this account WebSphere administrative console
Tip: With the Data > Filter > AutoFilter command enabled, as it is by default in
the worksheet file (p8_worksheet.xls), perform the following actions to quickly
see only the properties assigned to a particular role:
– Click the AutoFilter drop-down arrow in the Role column header and select
DBA.
–Further filter the result set by clicking the AutoFilter drop-down arrow in
any of the other columns and selecting a value or clear a filter by selecting
All.
v Upgrade your database to a version that is supported by FileNet P8 prior to
upgrading the FileNet P8 software. See FileNet P8 Hardware and Software
Requirements for version information.
“Database administrator planning”
To prepare for an upgrade, review database requirements and complete other
planning tasks.
“Planning the IBM Content Search Services upgrade” on page 26
You need to empty the IBM Content Search Services index request table prior to
upgrading to Content Platform Engine.
You must upgrade to the appropriate database versions and patches before you
upgrade FileNet P8 components. For minimum database software version and fix
pack requirements, see IBM FileNet P8 system requirements.
Rather than upgrading your existing database, it is a best practice to create a new
database instance on a version of the database that is supported by the new
FileNet P8 components. Import data for, or restore backups of, your existing
Content Platform Engine (or your Content Engine and Process Engine) data into
Before upgrading FileNet P8 to version 5.2.1, Process Engine isolated regions that
are used in an IBM Case Manager configuration must be located in the
corresponding Content Engine object store database or table space.
For version 5.0 and 5.1 FileNet P8 systems, new installations configured with IBM
Case Manager were required to have common Oracle or DB2® for Linux, UNIX
and Windows table spaces for the Process Engine isolated region and Content
Engine object store. For Microsoft SQL Server, new installations configured with
IBM Case Manager were required to have a common database for the Content
Engine object store and the Process Engine isolated region. For systems that were
upgraded to version 5.0 or 5.1, where IBM Case Manager was then added, there
was no requirement for Process Engine and Content Engine databases to be
common.
Important: For version 5.0 or 5.1 systems not in compliance with the common
database or table space requirement, you must move any Process Engine isolated
regions into the appropriate Content Engine object stores before you upgrade. A
tool has been provided on the Content Platform Engine installation media for that
purpose. See the techdoc documenting the tool for moving isolated regions.
Starting with the 5.2 version of FileNet P8, the Content Engine and Process Engine
are deployed together as a single application server instance. In addition, the
database is handled as a single entity. New workflow systems and isolated regions
are created within object stores, and all database connections require data sources.
Existing Process Engine systems become legacy workflow systems and the
databases are separate from any new workflow systems.
As a part of the upgrade you will create data sources for any existing Process
Engine databases. If you are upgrading from version 5.0 of Process Engine and had
multiple virtual servers, each virtual server had a unique database and each of
those databases will require a data source and those data sources will also be
targeted to the new database. Upgrade the Content Engine and Process Engine
software and complete all upgrade procedures before you allow users to access
information in the new database.
To upgrade the Process Engine database, identify the existing database user name
and password. In versions of Process Engine older than 5.0, the default was the
f_sw user. Record this database user name and password in the Installation and
Upgrade Worksheet as the pe_db_user and password.
“Planning for SQL Server database upgrades”
Review upgrade requirements for Microsoft SQL Server databases.
Planning for Process Engine SQL Server database upgrades (upgrades from versions 4.5.1,
5.0.0, 5.1.0):
For versions 4.5.1, 5.0.0, and 5.1.0, plan the Process Engine SQL Server database
upgrade. Plan carefully to determine whether there are prerequisites for doing the
Process Engine upgrade.
The recommended upgrade scenario is to make a test copy of the Process Engine
database. Complete the upgrade on that copy. Doing the upgrade with a database
copy will also let you determine how long the upgrades will take.
Process Engine string fields are modified for all Process Engine user tables by
increasing the length by an expansion factor. This expansion value is to allow for
the additional space requirements for character-based string fields. String fields are
modified by increasing the length by the defined factor.
Record the value to indicate your choice to expand string fields by a size
factor in your customized Installation and Upgrade Worksheet. Set the value
between three and six. To find this property, filter on peupgrade and search the
worksheet for instances of the Database Column Size Factor parameter.
After the upgrade, you can make the following changes using the pedbconvert
program. Using pedbconvert is recommended for workflow systems that support
multi-byte characters in an international global environment. You must be a
member of the workflow system administration group to run the pedbconvert
program. See techdoc 7036559 for information on the pedbconvert program.
v Enable date fields exceeding the 2038 date.
v Enable support for GB18030 characters.
Running the pedbconvert program after the upgrade is recommended for legacy
workflow systems that support multi-byte characters in an international global
environment.
Perform these steps on every Microsoft SQL Server that will contain a Content
Platform Engine database.
1. Download the Microsoft SQL Server JDBC Driver that is referenced in the IBM
FileNet P8 system requirements document for Content Platform Engine SQL
Server databases.
Tip: Installation procedures for JDBC settings can vary by release. See the
Microsoft website for full details.
2. Copy the sqljdbc_xa.dll from the JDBC installation directory to the binn
folder of the instance, although a pre-2.0 version of the driver also functions
correctly from the tools\binn folder. For the 32-bit version of Microsoft SQL
Server , use the sqljdbc_xa.dll file in the x86 folder. For the 64-bit version of
Microsoft SQL Server, use the sqljdbc_xa.dll file in the x64 folder.
3. Log on as the sa administrator or as a user with equivalent permissions and
execute the database script xa_install.sql on the master database on every SQL
Server instance that will participate in distributed transactions.
High Microsoft SQL Server concurrency causes transaction deadlock errors because
writers block access, by readers, to database resources. You can reduce the
likelihood of deadlock by setting the READ_COMMITTED_SNAPSHOT ON option for your
database.
For systems configured with IBM Content Search Services, plan to flush as many
index requests as possible before starting the upgrade. Part of the automatic
upgrade of the Content Platform Engine (or Content Engine) database includes a
change to the index request table. If there are more than 500,000 records in that
table when the automatic upgrade runs, a new required index will not be created.
A message will be logged and the database administrator must manually build the
new index before upgrading the IBM Content Search Services software. This index
must exist before the Content Platform Engine and IBM Content Search Services
software is used for production.
Tip: With the Data > Filter > AutoFilter command enabled, as it is by default in
the worksheet file (p8_worksheet.xls), perform the following actions to quickly
see only the properties assigned to a particular role:
– Click the AutoFilter drop-down arrow in the Role column header and select
ASA.
– Further filter the result set by clicking the AutoFilter drop-down arrow in
any of the other columns and selecting a value or clear a filter by selecting
All.
“Creating the application server administrator” on page 27
An application server administrator used while configuring Content Platform
Engine.
Create this account if it does not already exist. The upgrade instructions tell you
when to use it.
1. Create the following application server account:
Application server administrator
Unique identifier
appserver_admin
Description
WebSphere Application Server
In Configuration Manager, when you run the Set
Properties for WebSphere Application Server task, enter
the credentials of the appserver_admin account in the
field labeled Application server administrator user
name. Configuration Manager uses the appserver_admin
account to run configuration tasks.
WebSphere administrative security is enabled
You have two options for creating the
appserver_admin user account. You can use the
local file-based account usually defined while
creating the WebSphere profile. Or, you can use
WebSphere tools to grant administrative rights
to an LDAP account and optionally remove the
file-based account created earlier.
The appserver_admin user account must have
WebSphere administrator permissions
throughout the Content Platform Engine
installation process. Afterwards, you can reduce
the account to a lesser role, such as
Configurator.
WebSphere administrative security is not enabled
If you decide not to enable WebSphere
administrative security during profile creation,
then no special credentials are required to log
in to the WebSphere administrative console.
You can enter any string into the Configuration
Manager field labeled Application server
administrator user name. However, remember
that to run Content Platform Engine,
WebSphere administrative security must be
enabled. When you do enable it and the
Planning and preparing for FileNet P8 upgrade 27
WebSphere administrative console requests an
account to use as the administrative user, enter
the appserver_admin.
Depending on your application server type, run one of the following commands to
start or stop an application server instance:
Table 3. How to start or stop an application server instance
Command to start an Command to stop an
Application server type application server instance application server instance
WebSphere Application startServer stopServer
Server
To determine the order of upgrading Content Platform Engine and the application
server on which it is deployed:
1. Consult the IBM FileNet P8 system requirements documentation for both the
existing version of software and the new version. Determine if a version of
your application server is supported by both your existing version of Content
Platform Engine (or Content Engine) and the new version of Content Platform
Engine.
2. Upgrade your application server and Content Platform Engine (or Content
Engine) according to the criteria in the following table:
Option Description
If you deployed your current version of 1. Upgrade the Content Platform Engine
Content Platform Engine (or Content software. It is not necessary to upgrade
Engine) on an application server version your application server.
that is supported by the new version of
2. (optional) Upgrade the application server
Content Platform Engine
to a newer version that is supported by
the new version of Content Platform
Engine
Review all rows assigned to the FileNet P8 Administrator (P8A) in the Installation
and Upgrade Worksheet. While you complete the following preparation tasks,
provide values for the rows that are appropriate to your installation.
Tip: With the Data > Filter > AutoFilter command enabled, as it is by default in
the worksheet file (p8_worksheet.xls), perform the following actions to quickly see
only the properties assigned to a particular role:
v Click the AutoFilter drop-down arrow in the Role column header and select
P8A.
v Further filter the result set by clicking the AutoFilter drop-down arrow in any
of the other columns and selecting a value or clear a filter by selecting All.
“Enabling the Asynchronous Processing dispatcher” on page 30
You must enable the Asynchronous Processing dispatcher to ensure that the
object stores progress to a completed or ready state as part of an upgrade.
“Preparing Process Engine for upgrade (upgrades from versions 4.5.1, 5.0.0,
5.1.0)” on page 30
Repair any inconsistencies between Process Engine queues and rosters in the
Process Engine database, reconcile user security information and prepare Case
Analyzer data for upgrade.
“Collecting settings for peupgrade wizard (upgrades from versions 4.5.1, 5.0.0,
5.1.0)” on page 30
Collect the values for all settings in the peupgrade wizard. The values are
needed for Process Engine upgrades from versions 4.5.1, 5.0.0, and 5.1.0.
“Collecting configuration information for Process Engine DbExecute
connections (upgrades from 4.5.1)” on page 32
DbExecute connection information must be provided to the peupgrade tool for
Process Engine upgrades from Version 4.5.1. Collect the current configuration
information for all of your existing DbExecute aliases before you upgrade.
For each object store to be upgraded, you must enable the Asynchronous
Processing dispatcher on at least one Content Platform Engine (or Content Engine)
server in the site where the object store is located.
During the upgrade of Process Engine, you will run peupgrade. After providing
information to the program, you will run it to upgrade the Process Engine
database. The values can be provided to peupgrade in a wizard or in a property
file that will be an input file to the program. The information you must gather
varies depending on whether you are upgrading from Version 5.0 or 5.1, or from
The following table shows the information required and where to collect it on the
source Process Engine system. Several values are not on the source system but are
Option Description
Windows \fnsw_loc\sd
2. Each connection has a file associated with the following naming scheme
.alias.bin
By default, Content Platform Engine uses Oracle Outside In Search Export for text
extraction on PDF documents. For right-to-left language PDF documents, you can
optionally use Apache PDFBox technology for text extraction. To use PDFBox, you
set a JVM property on Content Platform Engine. For more information, see the
topics in Administering FileNet P8 > Administering Content Platform Engine.
For information on how IBM Content Search Services extracts text from documents
that are sent to it by IBM Content Collector, see Administering FileNet P8 >
Administering Content Platform Engine > Retrieving documents > Finding
objects with content-based retrieval > Making object text searchable > Indexable
document types and text extraction.
“Application Server administrator”
To support Unicode UTF-8 characters, all FileNet P8 domain application servers
must be properly configured and must have all fix packs installed.
“Security administrator” on page 36
The FileNet P8 security administrator installation role includes configuring and
maintaining directory servers.
“Database administrator” on page 36
The FileNet P8 database administrator installation role includes configuring
database installations and table spaces, and creating database accounts.
“IT administrator” on page 36
Depending on the operating system, the IT administrator installs either a
localized version of the operating system, or the operating system language
pack.
“FileNet P8 administrator” on page 38
The FileNet P8 administrator configures Process Task Manager for Application
Engine and Workplace XT.
“Limitations on installing in a non-English environment” on page 38
There are certain limitations on installing FileNet P8 in non-English
environments.
Security administrator
The FileNet P8 security administrator installation role includes configuring and
maintaining directory servers.
“Extended characters and user names”
Note the following considerations for localized FileNet P8 accounts.
Database administrator
The FileNet P8 database administrator installation role includes configuring
database installations and table spaces, and creating database accounts.
“Installing Microsoft SQL Server”
During installation, the Microsoft SQL Server installer program detects the
Windows regional setting and sets the Microsoft SQL Server language setting
accordingly. Use the regional setting selected by the installation program
throughout the entire Microsoft SQL Server installation.
Microsoft does not recommend changing the selected regional setting unless you
have to match the regional setting to the collation of another instance of Microsoft
SQL Server or to the Windows regional setting of another computer. Localized
versions of Microsoft SQL Server are available in French, German, Spanish, Italian,
Japanese, Korean, and Simplified and Traditional Chinese.
The collation settings must match the language settings on the system. Searching
for other languages that do not match the database collation setting will result in
invalid search and sort results.
IT administrator
Depending on the operating system, the IT administrator installs either a localized
version of the operating system, or the operating system language pack.
Remember: The Application Engine and Workplace XT setting must match the
Content Platform Engine setting. Otherwise, workflows can experience unexpected
problems such as errors related to the way characters display.
When you run the installation program for IBM Content Search Services, you
specify a configuration data directory and an installation directory. If any
component of either of these directory names contains non-English characters, the
installation program appears to complete normally; but the program creates an
installation directory whose name contains random characters instead of the name
that you specified.
This installation failure occurs whether you install the first instance or an
additional instance of IBM Content Search Services. To prevent the failure, use only
English characters in the name of each component of the configuration data
directory and the installation directory.
Use the Regional Options Control Panel to change the regional setting. For more
information, see the Windows help system.
If you intend to install IBM Content Search Services to a path that contains
non-English characters, ensure that your version of Windows supports the locale of
the non-English characters. If the native Windows command shell displays the
non-English characters correctly, the locale is supported.
Attention: The IBM Content Search Services temporary directory cannot contain
non-English characters. If you install to a non-English path, change the location of
the temporary directory to a path that contains English characters only. Use the
command-line configuration tool (configTool) to set the tempDirPath parameter.
FileNet P8 administrator
The FileNet P8 administrator configures Process Task Manager for Application
Engine and Workplace XT.
Process Designer
IBM Case Manager requires language support on the Content Platform Engine
server to support authored language solution templates.
Important: Case Manager Builder displays unreadable characters in Step Editor for
double-byte (east Asian) characters. To resolve the problem, install the correct
language pack on the Case Manager Builder Server.
In IBM FileNet Image Services, navigate to fn_edit > System Attributes > Client
Character Set, enter MS932, and restart the IBM FileNet Image Services service. This
configuration setting ensures that Japanese characters in property values are
synchronized in both directions between IBM FileNet Image Services and Content
Platform Engine.
Rendition Engine
Rendition Engine supports only English and Japanese operating system languages.
You can install and run Rendition Engine on any language version of Windows,
provided that you set the Windows Region/Language configuration to either
English or Japanese.
With one exception, IBM FileNet Rendition Engine supports only the English
versions of authoring applications. The exception is that Rendition Engine supports
the Japanese versions of Microsoft Office, Microsoft Project, and Microsoft Visio.
For more information, see Microsoft Windows operating system help for further
information about adding additional language support.
The following conditions apply to the ports that are used by the FileNet P8
components:
v The port numbers are default values, but can be changed to other unique port
numbers.
v The default port number and communication protocol must be open on the
target server.
v Replies and responses to the requestor are made unless specified otherwise.
v No long-lived connections are established between FileNet P8 components
unless specified for the port. The connection is closed after the initiator opens a
connection with the recipient and the recipient responds.
“Content Platform Engine ports” on page 42
The Content Platform Engine ports information is presented in multiple tables
that list the port names, port numbers, communication protocols, and
descriptions.
“Application Engine and Workplace XT ports” on page 45
The Application Engine and Workplace XT servers ports table lists the port
names, port numbers, communication protocols, and description for its use.
“Process Simulator ports” on page 45
The Process Simulator ports information, which is segmented into multiple
tables, lists the port names, port numbers, communication protocols, and
description for its use.
“Content Search Services ports” on page 46
The Content Search Services ports information, which is segmented into
multiple tables, lists the port names, port numbers, communication protocols,
and description for its use.
“Rendition Engine and Content Platform Engine ports for LIQUENT” on page
47
The following tables list the Rendition Engine and Content Platform Engine
ports information for LIQUENT.
“Database ports” on page 49
The database ports information, which is segmented into multiple tables, lists
the port names, port numbers, communication protocols, and description for its
use.
“IBM System Dashboard for Enterprise Content Management ports” on page 50
The IBM System Dashboard for Enterprise Content Management ports
information, which is segmented into multiple tables, lists the port names, port
numbers , communication protocols, and description for it use.
“Content Services for FileNet Image Services ports” on page 51
The following tables list the port numbers used by IBM FileNet Content
Services for FileNet Image Services.
Communication on this port is one-way, from the Content Platform Engine server
to the email server.
Process Task Manager / This port is on the Application Engine server for Process Task Manager to
Component Manager version 1 communicate with the Component Managers.
communications port
Component Manager Event Port The port is on the Application Engine server, configured through the Process Task
Manager. This port number must match the port used for the Component Manager
Event Port on the Application Engine.
Communication on this port is one-way from the Content Platform Engine server
to the Component Manager.
Rules Listener The port is on the Content Platform Engine server.
The port is set for the workflow system. The port number is the internal port
number, which is the field name for this in the Administration Console for Content
Platform Engine. In a cluster configuration, this port needs to be set in
Administration Console for Content Platform Engine and it needs to be opened in
the firewall.
Table 19. Rendition Engine and Content Platform Engine ports for LIQUENT - continued
Reply or
Response to Long lived
Port name requestor? sessions? Load Balancer? Supports SSL?
LIQUENT input port Yes No No No
LIQUENT notify port Yes No No No
LIQUENT event port Yes No No No
LIQUENT admin port Yes No No No
LIQUENT file transfer port Yes No No No
LIQUENT job queue port Yes No No No
Table 20. Rendition Engine and Content Platform Engine ports for LIQUENT–continued
Port name Notes
LIQUENT input port The port allows for distributed processing of jobs on the Rendition Engine servers
when there are more than one Rendition Engine server. A Rendition Engine server
or Rendition Engine client (Content Platform Engine Publishing server) on which a
job is submitted makes the load balancing decision on where to run the job. If the
job is sent to another Rendition Engine server for execution then it uses the other
Rendition Engine server's input port to do so.
The above port numbers are the default values set by the Rendition Engine
installer for the COM Repository in the LIQUENT Vista domain, which represents
the Rendition Engine server itself. When a Content Platform Engine Publishing
server is configured to point to the Rendition Engine server, one must create a
"Java Repository" in the LIQUENT Vista domain that represents the Content
Platform Engine Publishing server as a Java client to the Rendition Engine server,
and this repository will also have the same default port number values.
The database port number is not specified directly by the Rendition Engine
server’s LIQUENT software, but it is specified for the Rendition Engine client in
the Content Platform Engine Publishing server's Rendition Engine Connection
object (for the JDBC connection from the Rendition Engine client module to the
Rendition Engine database server).
Table 25. IBM System Dashboard for Enterprise Content Management ports–continued
Reply or
Response to Long lived
Port name requestor? sessions? Load Balancer? Supports SSL?
Listener (first) Yes Yes No No
Listener (subsequent) Yes Yes No No
Table 26. IBM System Dashboard for Enterprise Content Management ports–continued
Port name Notes
Listener (first) This is the primary "pilot port" for connection to the IBM System Dashboard for
Enterprise Content Management server. This port also registers the secondary
allocated ports and communicates those numbers to the Dashboard. If needed, an
administrator can use the PchConfig.properties file to override the OS-defined
property and define a specific range of ports to use.
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D O W
data collection tools
operating system considerations 37 Windows
IBM Support Assistant Data
Collector 19 configuring for FileNet P8
IBM Support Assistant Lite Data components 17
Collector 19 P Windows 2008 inbound rules 18
database ports 49 P8A worksheet
DBA upgrade tasks 29 autofiltering and sorting 11
upgrade tasks 22 ports 41, 42, 45, 46, 47, 49, 50, 51 running the customize macro 11
DBexecute alias 32
X
XA transactions
enabling 25
GC19-3927-02