Server rename process

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Use this checklist to perform a server rename.

If you are moving to new hardware, the source and target represent two distinct installations on two distinct physical systems. If you are using the same hardware (performing a rename in place), the source and target represent two distinct installations on the same physical system.

Checklist

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Note: This checklist is a guide to give you a view of the server rename process. For detailed instructions on how to do server rename, see Setting up a test staging environment with production data and Moving a pilot or full production deployment by using server rename.
  1. Review Server rename to understand the risks, precautions, restrictions, software requirements, and other things to know about server rename.
  2. Review Supported scenarios for using server rename to learn what scenarios are supported and not supported for server rename.
  3. Review Server rename topology diagrams and mapping file examples to help you perform a server rename.
  4. Review Impact of server rename on the IBM Engineering Lifecycle Management to help you evaluate what impact there might be for your integration or integrations before you proceed with the actual steps of renaming a server.
  5. Review Planning your URIs to help you decide what URI to use for the server.
  6. In the target environment, install and configure IBM Engineering Lifecycle Management (Engineering Lifecycle Management). Use the interactive installation guide.
    Important: Do not run the setup tasks on the target server.
  7. In the source environment, stop Jazz Team Server (JTS), Engineering Lifecycle Management servers, and other affected servers.
  8. Back up the current source environment and restore it in the new target environment. For information about copying text indexes, configuration files, taking back up of the application database and restoring them in the target environment, see step 3 of Moving a pilot or full production deployment by using server rename.
  9. In the target environment, ensure that the source public URI is supported by updating the system hosts file.
    The following is a pseudo example of the entries in the hosts file:
    # ASSUMIN SOURCE DNS = mysource.ibm.com and my source IP ###.###.0.2
# ASSUMIN TARGET DNS = mytarget.ibm.com and my source IP ###.###.0.3
# RESOLVES_TO | DNS TO RESOLVE
###.###.0.3 mysource.ibm.com
  10. In the target environment, start the Engineering Lifecycle Management applications to ensure artifacts that are copied from the source server are accessible.
  11. Make sure each Engineering Lifecycle Management application runs without any errors.
  12. If you have installed Data Collection Component, see Impact of server rename on the Data Collection Component for information about preparing Data Collection Component for server rename process.
  13. If you have installed Lifecycle Query Engine (LQE) and Link Index Provider (LDX) applications, see Impact of server rename on Lifecycle Query Engine and the Link Index Provider for information about preparing the LQE and LDX applications for server rename process.
  14. In the target environment, generate or edit and verify your mappings file that will be used to rename your Engineering Lifecycle Management servers; see Preparing the mapping file.
  15. In the target environment, fix any mappings file errors; see Recovering from generateURLMappings errors.
  16. Obtain a feature key file from IBM Software Support. Mention that you are requesting a server rename feature key file. The key file is named ImportURLMappings.activate. Submit the mapping file generated in step 14 - 16 along with the request.
  17. In the target environment, copy the ImportURLMappings.activate file to the JazzInstallDir/server/conf directory for the applications that you will rename. The key is only needed to run the repotools importURLMappings command.
  18. In the target environment, shut down the Engineering Lifecycle Management applications that you have started in step 10.
  19. In the target environment, import the mappings file to the target JTS.
  20. In the target environment, start JTS and the distributed Engineering Lifecycle Management applications on the target servers except LQE and LDX.
  21. In the target environment:
    1. Go to the rename status page and wait for application renames to complete.
    2. Verify the renamed application data in read-only mode.

    See Verifying URLs and links after a server rename.

  22. In the target environment, do the post-rename steps, see Completing the server rename verification process.
  23. Register the LQE and LDX applications:
    1. Open the lqe.properties file that is at JazzInstallDir/server/conf/lqe location.
    2. Set value of the configMode property to true.
    3. Save the file and start the applications.
    4. Register the applications in the JTS application, see Registering applications with Jazz Team Server.
  24. The servers are fully operational now.
  25. For Report Builder, complete the post-rename steps for Report Builder.