Upgrading

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This section provides users with the information needed to understand the upgrading guidelines for Connect:Direct® for UNIX

Upgrade Guidelines

If you are upgrading from an existing version of Connect:Direct for UNIX, observe the following guidelines:

You must have root privileges to complete this procedure.
The cdinstall script must be run by the userid that owns the Connect:Direct for UNIX installation directory.
The maintenance files are full installation files and can be used for a new installation. For a new installation, refer to theInstalling Connect:Direct for UNIX.
The cdinstall script includes backup and restore functionality. If you choose the UPGRADE option and cdinstall detects an existing installation, you will be prompted to perform a backup of the current installation. It is recommended to select this option. In case the upgrade fails, you can invoke the cdinstall script, which will detect the presence of the backup file and provide you with the option to restore the previous installation.
Before starting the upgrade process for a group of Connect: Direct for UNIX nodes in a load-balancing environment, ensure to stop all the nodes. After completing the upgrade, you can restart the nodes.
After installing maintenance, it might be required to recompile or relink API programs and user exits. To determine if a recompile or relink is recommended, please consult the fixlist to review the changes made since the last application of maintenance.
Copying configuration files from an older version to a new installation of a newer version is not supported. It is recommended to upgrade the older version, as any necessary configuration file updates will be performed during the upgrade procedure.
If you encounter any questions or issues during the maintenance installation, please reach out to IBM Customer Support for assistance.

Upgrading Guidelines

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Shutdown Connect:Direct for UNIX. This step is crucial to ensure the proper installation of replacement modules.
Extract the maintenance installation files:
1. Create a temporary directory to store the installation files, for example, /CDUinstallationFiles.
2. Copy the CDU maintenance tar file into this directory and navigate to it using the command line.
3. Extract the installation files from the tar file, for example, using the command: tar xvf 6.4.0.0-IBMSterlingConnectDirectforUNIX-AIX-pSeries-iFix000.tar.
4. The temporary directory should now contain the installation scripts: cdinstall and cdinstall_a, as well as the installation cpio archive file: cdunix.
To initiate the interactive upgrade or installation procedure, run the cdinstall script:
```
cdinstall
      
```
This procedure will:
1. Prompt you to provide the full path of the Connect:Direct for UNIX 6.4.0.0 installation directory, with a prompt similar to the following:
```
Enter the FULL path of the Connect:Direct for UNIX 6.4.0.0 installation directory. You can use $HOME to shorten the name:[$HOME/cdunix]
        
```
  Please respond with the fully qualified path of your Connect:Direct for UNIX installation directory, for example:
```
/opt/applications/cdunix
        
```
  You will be given the option to create a backup of the existing Connect:Direct installation in the subsequent prompts.
2. When the procedure asks for the location of the maintenance installation file, it will display a prompt similar to the following:
```
Specify the fully qualified name of the Connect:DirectforUNIX installation file 
(file name prefixed with the absolute path, e.g., /localhome/cdadmin/cdunix):
        
```
  Please respond with the fully qualified directory and filename of the maintenance installation file, for example:
```
/CDUinstallationFiles/cdunix
        
```
  The procedure will then update the Connect:Direct installation, including any detected options like C:D File Agent, or proceed with the selected installation option if the upgrade option was not chosen.
  When the procedure requests root privileges:
  1. If you know the root password or have a system administrator available who knows the root password, answer 'yes' when the cdinstall script prompts for actions requiring the root password.
  2. If you don't have access to the root password but can use 'sudo' or another utility following your company's security policies to acquire root privileges, answer 'no' when the cdinstall script prompts for actions requiring the root password. After the cdinstall script finishes:
    
    Gain root privileges using 'sudo' or an appropriate method in compliance with your company's security policies.
    
    Execute the following script:
    
    mathematicaCopy code{C:DUNIXinstallationdirectory}/etc/cdcust
    
    and select the option to "Set owner and permissions of Connect:Direct executables."

Upgrading to Connect:Direct Integrated File Agent

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You can upgrade from an old release of Connect:Direct for UNIX node with Standalone file agent installed inside the Connect:Direct installation directory to Connect:Direct Integrated File Agent, through either interactive or silent installer.

Interactive Upgrade

While performing an interactive upgrade, you will get the following prompt:

Standalone File Agent detected in the Connect:Direct for UNIX installation directory.
Do you want to upgrade to the Integrated File Agent? If so, then please be aware
Secure+ and Connect:Direct Web services are required for Integrated File Agent.
Secure+ will be installed on your system if not already installed. Press Enter to
continue with the File Agent upgrade procedure:[Y/n]

Press Enter to upgrade from Standalone File Agent to Integrated File Agent.

Silent Upgrade

When you are following silent upgrade from an old release of Connect:Direct for UNIX, consider the following:

If File Agent is not installed inside Connect:Direct installation directory, specifying the option cdai_installFA=”y” inside the options file or as a parameter to silent installer will install Integrated File Agent as a part of upgrade process.
If Standalone File Agent is installed inside Connect:Direct installation directory, specifying the option cdai_installFA=”y” inside the options file or as a parameter to silent installer will convert Standalone File Agent to Integrated File Agent as a part of upgrade process.