Planning your DB2 servers upgrade

Planning the upgrade of DB2® servers requires that you review all of the applicable upgrade prerequisites, pre-upgrade tasks, upgrade tasks and post-upgrade tasks.

To create an upgrade plan for your DB2 servers:

1. Write the upgrade plan for DB2 servers, using all of the details that apply to your environment:

   Table 1. Upgrade plan details for DB2 servers.

   Upgrade plan	Details
   Prerequisites	Ensure that you: Ensure you meet the Installation requirements for DB2 database products.. Review the information in Understanding upgrade paths Meet all prerequisites for the upgrade task and subtasks, especially obtaining root or Local Administrator access and required DB2 authorization. Review the information in the Upgrade essentials for DB2 servers topic. It includes the following: DB2 command actions to upgrade instances and databases Upgrade restrictions for DB2 servers DB2 server behavior changes Deprecated or discontinued functionality that affects DB2 server upgrades Disk space requirements for DB2 server upgrades Support changes for 32-bit and 64-bit DB2 servers Best practices for upgrading DB2 servers
   Pre-upgrade tasks	Review the list of tasks in the Pre-upgrade tasks for DB2 servers topic. It includes the following: Converting type-1 indexes to type-2 indexes Verifying that your databases are ready for upgrade Backing up databases before or after upgrade Backing up DB2 server configuration and diagnostic information Increasing table space and log file sizes before upgrade Changing raw devices to block devices (Linux) Gathering pre-upgrade diagnostic information Upgrading DB2 servers in a test environment Taking a DB2 server offline for upgrade or for converting to a DB2 pureScale environment
   Upgrade task	You must include these steps: Install DB2 Version 10.1 Upgrading DB2 Version 9.5 or DB2 Version 9.7 instances (for both Windows and Linux/UNIX) Upgrading the DB2 Administration Server (DAS) Upgrading databases Review the following upgrade tasks to determine the additional steps that are required to upgrade your environment: Upgrading a DB2 server (Windows) Upgrading a DB2 server (Linux and UNIX) Upgrading DB2 servers with specific characteristics Take note of the time required to upgrade your databases.
   Post-upgrade tasks	Review the list of tasks in the Post-upgrade tasks for DB2 servers topic. It includes the following: If you set the diaglevel database manager configuration parameter to 3 or higher as recommended in the pre-upgrade tasks for DB2 servers, reset this parameter to the value set before the upgrade. Adjusting adaptive compression settings Adjusting the log space size in upgraded databases Backing up DB2 server configuration and diagnostic information Activating a database after upgrade Modify Storage group attributes. Managing DB2 server behavior changes If the automatic collection of statistics failed on certain system catalog tables during database upgrade, update the statistics on those system catalog tables Rebinding packages in upgraded databases Refresh the data in existing materialized query tables Upgrading explain tables Converting XML storage objects to the DB2 Version 10.1 format Upgrade event monitor tables. For details, see Event monitor tables can now be upgraded. Verifying upgrade of DB2 servers was successful Backing up databases before or after upgrade Migrating to SQL replication Version 10.1 In addition, consider adding the following tasks to your upgrade plan: Database log directories will have been changed If you upgrade a DB2 server running high availability disaster recovery (HADR) replication, initialize HADR replication. After updating statistics for your upgraded databases, determine if index or table reorganization is necessary by running the REORGCHK command. Tune your DB2 server after the upgrade is completed. Remove the use of Deprecated or discontinued functionality that affects DB2 server upgrades Adopting new Version 10.1 functionality in upgraded databases, where appropriate, to improve performance at the DB2 server level. Review manageability, performance, and scalability enhancements in What's New for DB2 Version 10.1 to determine what new functionality you might want to apply to your environment.

2. If you must be able to reverse the upgrade, add details to the plan about the tasks required to Reversing DB2 server upgrade. These details should include any steps required in the upgrade task that enables you to reverse the upgrade.
3. Combine with the upgrade plan for other components such as clients, database applications, and routines to create an overall upgrade plan for your DB2 environment.