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Detailed Instructions to Update or Install IBM InfoSphere Optim 11.3.0 to the Latest Fix Pack

IBM InfoSphere Optim solution version 11.3.0 fix pack 8 (also known as 11.3.0.8) is available for both editions (Enterprise and Workgroup) of the following products:

• Optim Archive
• Optim Data Privacy
• Optim Test Data Management

as well as all variations of the following solutions:

• Optim Data Growth Solution
• Optim Solution for Application Retirement
• Optim Test Data Management Solution

I. Updating From a Prior IBM InfoSphere Optim 11.3.0 Fix Pack

Installing this fix pack:

For this fix pack, the following components can be updated:

1. Optim Designer
2. Optim Runtime Services
3. WebSphere Application Server  Community Edition (WASCE)
4. Optim Web Applications
5. Optim Masking on Demand

Please note the following:

1. When updating the Optim Runtime Services component from a previous release, Installation Manager renames the current rt directory prior to installing the new version. The name of the directory will be in the format of rt_YYYY.MM.DD where YYYY.MM.DD represents the date you performed the update.
2. If your installation uses any custom code, like a user exit, you will need to copy those files from the "rt_YYYY.MM.DD\bin" directory to the new rt\bin directory before you can use Optim.
3. When updating to a fix pack prior to 11.3.0.7, sometimes the above automated backup fails to occur.  This was addressed in the Optim 11.3.0.7 fix pack. For this reason, if you are updating to any fix pack prior to 11.3.0.7, make a backup copy of the rt\bin folder to preserve any files you may have modified that are in it. After the update completes, copy these files from the backup to the rt\bin directory. Examples of files to be copied are: 
   1. *.LIC
   2. rtsetenv
   3. pr0pass
   4. *.cfg
4. If you have configured WASCE to use LDAP (Lightweight Directory Access Protocol), perform the following steps to backup and restore this configuration:
   1. Backup the following directories: 
      1. <optim-install-directory>\shared\WebSphere\AppServerCommunityEdition\var\config
      2. <optim-install-directory>\shared\WebSphere\AppServerCommunityEdition\repository\com\ibm\nex\com.ibm.nex.unified.app.war\11.3.0\com.ibm.nex.unified.app.war-11.3.0.war\META_INF
      3. <optim-install-directory>\shared\WebSphere\AppServerCommunityEdition\repository\console\real
   2. Upgrade WASCE following the installation instructions below
   3. Restore the directories in step 1 from the backup location to the <optim-install-directory>
   4. Reconfigure LDAP from WASCE by referencing the security realm and the plan from steps 1.2 and 1.3 above

Installation Instructions:

There are 2 alternatives to install the update, both of which use IBM Installation Manager:

A) Use IBM Installation Manager to directly download the fix pack from IBM and apply it. An internet connection is required on each machine where Optim is installed for this alternative.

B) Use IBM Installation Manager to point to a local copy of the fix pack. Download the fix pack using a machine that has an internet connection and then move the fix pack to the machines where Optim is installed. Then use IBM Installation Manger to install it.

Here are the detailed instructions for each alternative:

A) Use IBM Installation Manager to directly download the fix pack from IBM and apply it. This method requires an external internet connection on the host machine containing one or more Optim component.

Use the following instructions:

1. Shut down all Optim components, including WASCE.
2. Start Installation Manager. If you have multiple instances of Installation Manager installed, make sure you choose the one used to install Optim.
3. On the main Installation Manger window, select File->Preferences, then Repositories.
4. At the bottom of the Installation Manager Repositories window, ensure the check box "Search service repositories during installation and updates." is selected.
5. Select OK to save the settings and close the window.
6. On the main Installation Manger window, select the Update icon.
7. On the Update Packages window, select one of the following:
   1. "IBM InfoSphere” package group for machines where Optim Designer is installed
   2. “IBM Optim Runtime” package group for machines where Optim Runtime Services is installed
   3. “IBM Optim Shared” package group for machines where WASCE or Optim Web Applications is installed.
   4. Select the checkbox “Update all packages with recommended updates and fixes”. This option will update all installed components simultaneously.
8. Select the Next button.
9. On the next window, ensure that the appropriate fix pack is selected for the version or versions of Optim that are installed on your machine.
10. Follow the wizard to complete the installation of the fix pack.

NOTES:

1. You must be at Optim version 11.3 (or any Optim 11.3 fix pack).
2. If you only updated one package group, repeat this process for each Optim package group (IBM InfoSphere, IBM Optim Runtime, IBM Optim Shared) that is installed on the machine.
3. All Optim components must be at the same fix pack level, whether or not they are running on the same machine.
4. Repeat these steps on each machine that contains an Optim component.

B) Use IBM Installation Manager to point to a local copy of the fix pack.

Use the following instructions:

1. To update Optim Designer, download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-designer_update.zip
2. To update Optim Runtime Services:
   For AIX, Linux and Windows download:
   http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-runtime_update.zip
   For Solaris the last published fix pack was 7. For it, download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.07-runtime_sparc32_update.zip
3. To update WASCE:
   For AIX, Linux and Windows download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-wasce_update.zip
   For Solaris the last published fix pack was 7. For it, download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.07-wasce_sparc32_update.zip
4. To update Optim Web Applications, download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-web_update.zip
5. To update the Masking on Demand Data Privacy Application download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OMOD-11.03.08-mod_update.zip
6. Transfer the appropriate file or files to the machines where the Optim component is installed.
7. Extract each zip file into its own empty directory. In each root subdirectory, you will see the file 'repository.conf'. (The existence of this file indicates that the extracted directory, and subdirectories, comprise an IBM Installation Manager compatible repository.)
8. Shut down all Optim components, including WASCE.
9. Start Installation Manager. If you have multiple instances of Installation Manager installed, make sure you choose the one used to install Optim.
10. On the main Installation Manger window, select File->Preferences, then Repositories.
11. On the Repositories tab, select the Add Repository... button and specify the fully qualified path to the repository.conf file (extracted in step 6) to the Repository field in the Add Repository window. Repeat this step for each Optim component that is installed on the machine.
12. At the bottom of the Installation Manager Repositories window, ensure the check box "Search service repositories during installation and updates." is not selected.
13. Select OK to save the settings and close the window.
14. On the main Installation Manger window, select the Update icon.
15. On the Update Packages window, select one of the following:
    1. "IBM InfoSphere” package group for machines where Optim Designer is installed
    2. “IBM Optim Runtime” package group for machines where Optim Runtime Services is installed
    3. “IBM Optim Shared” package group for machines where WASCE or Optim Web Applications is installed.
    4. Select the checkbox “Update all packages with recommended updates and fixes”. This option will update all installed components simultaneously.
16. Select the Next button.
17. On the next window, ensure that the appropriate fix pack is selected for the version or versions of Optim that are installed on your machine.
18. Follow the wizard to complete the installation of fix pack

NOTES:

1. You must be at Optim version 11.3 (or any Optim 11.3 fix pack) for this to work.
2. If you only updated one package group, repeat this process for each Optim package group (IBM InfoSphere, IBM Optim Runtime, IBM Optim Shared) that is installed on the machine.
3. All Optim components must be at the same fix pack level, whether or not they are running on the same machine.
4. Repeat these steps on each machine that contains an Optim component.

II. Installing a New Instance of IBM InfoSphere Optim 11.3.0 fix pack 8

To install Optim 11.3.0 fix pack 8 (11.3.0.8), each machine must have:

1. IBM Installation Manager
2. A copy of the 11.3.0.4 installation repositories or the 11.3.0.4 Optim Launchpad. You can obtain the 11.3.0.4 Optim Launchpad from Passport Advantage.
3. Access to the internet or a copy of the Optim 11.3.0.8 component update repositories.

Installing IBM Installation Manager
Before installing Optim for the first time, you must first install IBM Installation Manager 1.7 or later. You can obtain a copy of IBM Installation Manager from Passport Advantage.

Passport Advantage: https://www.ibm.com/software/passportadvantage/
Search for “IBM Installation Manager 1.7” (version 1.8 or higher can also be used).

NOTE:

1. You can use a copy of IBM Installation Manager that was installed for use by another IBM product.
2. IBM Installation Manager is also included on the 11.3.0.4 Optim Launchpad

After installing IBM Installation manager, you must add the Optim 11.3.0.4 installation repositories to Installation Manager following these instructions:

1. Extract the Optim 11.3.0.4 launch pad zip file into an empty directory. In the subdirectory repo\disk1, you will see the file 'diskTag.inf'. (The existence of this file indicates that the directory, and its subdirectories, comprise an IBM Installation Manager compatible repository.)
2. Start Installation Manager.
3. On the main Installation Manger window, select File->Preferences, then Repositories.
4. On the Repositories tab, select the Add Repository... button and specify the fully qualified path to the diskTag.inf file (extracted in step 1) to the Repository field in the Add Repository window.
5. Select OK to save the settings and close the window.

Installing Optim
Important: Make sure you completed all of the steps for installing IBM Installation Manager and the Optim 11.3.0.4 repositories have been added to Installation Manager.

For this fix pack, the following components can be installed:

1. Optim Designer (requires Optim Runtime Services also be installed)
2. Optim Runtime Services
3. WASCE
4. Optim Web Applications

There are 2 options to install Optim:

A) Use IBM Installation Manager to directly download the fix pack from IBM and apply it to the 11.3.0.4 repositories. An internet connection is required on each machine where Optim is installed for this alternative.

B) Use IBM Installation Manager to point to a local copy of the fix pack. Download the fix pack using a machine that has an internet connection and then move the fix pack to the machines where Optim is installed. Then use IBM Installation Manger to install them.

Here are the detailed instructions for each option:

A) Use IBM Installation Manager to directly download the fix pack from IBM and apply it to the 11.3.0.4 repositories. This method requires an external internet connection on the host machine.

1. Start Installation Manager.
2. On the main Installation Manger window, select File->Preferences, then Repositories.
3. At the bottom of the Installation Manager Repositories window, ensure the check box "Search service repositories during installation and updates." is selected.
4. Select OK to save the settings and close the window.
5. On the main Installation Manger window, select the Install icon.
6. On the Install Packages window, ensure that version 11.3.0.8 is available and selected for the Optim components that are to be installed on the machine.
   1. If you do not see 11.3.0.8, click on the "Check for Other Versions, Fixes and Extensions" button.
   2. Select 11.3.0.8 for each of the components to be installed on the machine
7. Select the components to be installed on the current machine.
8. Select the Next button.
9. Accept the License agreement, if one is displayed.
10. On the next window, select each component and ensure that the Architecture Selection (32 or 64) matches the bitness of the database client software installed on the machine. Also ensure that same Architecture Selection is used for all Optim components.
11. It is recommended that the same root directory (up to the directory Optim) is used for all Optim components.
12. Follow the wizard to complete the installation of Optim.

NOTES:

1. All Optim components must be at the same fix pack level, whether or not they are running on the same machine.
2. The Architecture Section for all components must only match when installed on the same machine.
3. Repeat these steps on each machine where you want to install Optim.

B) Use IBM Installation Manager to point to a local copy of the fix pack.

Use the following instructions:

1. To install Optim Designer download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-designer_update.zip
2. To install Optim Runtime Services:
   For AIX, Linux and Windows download:
   http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-runtime_update.zip
   For Solaris the last published fix pack was 7. For it, download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.07-runtime_sparc32_update.zip
3. To install WASCE:
   For AIX, Linux and Windows download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-wasce_update.zip
   For Solaris the last published fix pack was 7. For it, download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.07-wasce_sparc32_update.zip
4. To install Optim Web Applications download:
   http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OPDM-11.03.08-web_update.zip
5. To install the Masking on Demand Data Privacy Application download: http://public.dhe.ibm.com/software/rationalsdp/v75/nex/zips/OMOD-11.03.08-mod_update.zip
6. Transfer the appropriate file or files to the machines where the Optim component is installed.
7. Extract each zip file into its own empty directory. In each root subdirectory, you will see the file 'repository.conf'. (The existence of this file indicates that the extracted directory, and subdirectories, comprise an IBM Installation Manager compatible repository.)
8. Start Installation Manager.
9. On the main Installation Manger window, select File->Preferences, then Repositories.
10. On the Repositories tab, select the Add Repository... button and specify the fully qualified path to the repository.conf file (extracted in step 6) to the Repository field in the Add Repository window. Repeat this step for each Optim component that is to be installed on the machine.
11. At the bottom of the Installation Manager Repositories window, ensure the check box "Search service repositories during installation and updates." is not selected.
12. Select OK to save the settings and close the window.
13. On the main Installation Manger window, select the Install icon.
14. On the Install Packages window, ensure that version 11.3.0.8 is available and selected for the Optim components that are to be installed on the machine.
    1. If you do not see 11.3.0.8, click on the "Check for Other Versions, Fixes and Extensions" button.
    2. Select 11.3.0. for each of the components to be installed on the machine
15. Select the components to be installed on the machine.
16. Select the Next button.
17. Accept the License agreement, if one is displayed.
18. On the next window, select each component and ensure that the Architecture Selection (32 or 64) matches the bitness of the database client software installed on the machine. Also ensure that same Architecture Selection is used for all Optim components.
19. It is recommended that the same root directory (up to the directory Optim) is used for all Optim components.
20. Follow the wizard to complete the installation of Optim.

NOTES:

1. All Optim components must be at the same fix pack level, whether or not they are running on the same machine.
2. The Architecture Section for all components must only match when installed on the same machine.
3. Repeat these steps on each machine where you want to install Optim.