You can upgrade Copy Services Manager to a
different version by running the latest installation setup file.
Before you begin
During the upgrade, the Copy Services Manager
management server is not available. Therefore, the capability for disaster recovery during the
upgrade process is not available unless you establish a high-availability environment. A
high-availability environment includes an active and standby management server.
If you want to maintain disaster recovery capability, you must complete the steps to perform a
takeover on the standby management server before you upgrade the active management server. At this
stage, the active and standby management servers must be on the same level. The standby management
server continues to manage sessions during the upgrade process, which ensures disaster recovery
capability and minimizes downtime if the upgrade fails.
For more information on setting up a standby management server, see
the IBM Copy Services Manager User's Guide
chapter titled "Managing management servers."
If you do not want to maintain disaster recovery capability during the migration process, a
standby management server is not required. In general, this migration method is used only if you are
using
Copy Services Manager only for monitoring purposes
and are not managing sessions. If you use this method, it is more difficult to restore your
Copy Services Manager configuration if the upgrade
fails.
Note: When you upgrade to a newer version of Copy Services Manager, the port assignments are preserved as they were
before the upgrade.
About this task
To
upgrade Copy Services Manager on a distributed system
while you maintain disaster recovery capability, complete all of the following steps. To upgrade
without maintaining disaster recovery capability, complete steps 4, 5, 6, and 7.
Procedure
-
Verify that the synchronization of the standby server is complete and that the Copy Services Manager sessions are not in a transitory state such
as Preparing, Suspending, or Recovering.
-
Move
the management of the Copy Services Manager to the
secondary server by issuing the Takeover command while it has the standby role.
After the takeover, the primary server is removed and Copy Services Manager on the secondary server has an active role.
Note that because the secondary server is now active, any enabled scheduled tasks will automatically
start running from the secondary server.
-
After
the Takeover is issued on the secondary server, the primary server will attempt to automatically
reconnect to the secondary. When the primary server sees that a Takeover was issued on the
secondary, it will immediately enter a Standby mode. This Standby mode will prevent the primary
server from running any enabled Scheduled Tasks and all session management will be run from the
secondary, now active, server.
-
On the primary server, run the installation setup file for the version to which you are
upgrading.
Note: During an upgrade of Copy Services Manager, you
are not presented with the Select Installation Type page that is displayed
during an initial installation, or a migration or restoration from a backup.
-
The Upgrade IBM Copy Services Manager page displays the currently
installed version and the version that you will upgrade to. Click Next to
continue the upgrade.
-
On the Software License Agreement page, agree to the terms and click
Next.
-
The Pre-installation Summary page is displayed. Click
Next to complete the upgrade on the primary server.
-
Verify that the upgraded primary server restarted Copy Services Manager and the version indicates it is now running
at the new level.
Note: The primary server will still be in a Standby mode after the upgrade
completes.
-
From the primary server issue the Takeover command. This will make the
primary server an active server again. Validate that all session information and states are correct
after the upgrade.
Note: Once the Takeover is complete, both the primary and secondary servers
may run any enabled scheduled tasks. To avoid this you can choose to manually shut down the
secondary server while you validate the upgrade on the primary server was successful
-
Repeat steps 4
through 7 that were completed on
the primary server, but now perform them on the secondary server.
-
Reestablish the high availability (HA) relationship that was originally set up between the
primary and secondary servers.
Results
When all tasks are finished, the upgrade from a previous version of Copy Services Manager is complete.