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Update strategy for IBM Connections 5.5

Preventive Service Planning


Abstract

This document describes the recommended strategy and steps for applying maintenance updates to IBM Connections 5.5. It includes important information on known issues.

Content


Table of Contents:


Before you begin

    It's important that you read this document to understand the requirements and the steps to deploy the latest IBM Connections 5.5 cumulative refresh (CR). This document is a summary of requirements and procedures for installing the latest CR and not a step-by-step guide.

    IBM Connections customers upgrading from 4.5 refer to the Important Release Notes for required Files and Wikis script updates.

Section 1 - General Information

  • Updates for IBM Connections 5.5 are delivered via interim fixes called "Cumulative Refreshes" (CRs). CRs are cumulative. The latest CR will contain the changes included in all previous required iFixes and CRs. It is only necessary to install the latest CR to get all available changes.
  • Cumulative Refreshes (CRs) consist of a set of cumulative fixes, one for each IBM Connections application. The entire application is updated.
  • The CR includes multiple code changes bundled into a single package and verified together following IBM's interim fix delivery process.
  • It is important to backup customization and product modifications made to the application prior to applying a set of CR interim fixes. Review the instructions to back up customization and product modifications in Section 5 - Instructions on applying Cumulative Refresh (CR) updates before installing the latest CR
  • We recommend customers to apply the latest set of CR fixes as it becomes available. This ensures that all the applications in the IBM Connections environment are at the latest version. This in turn prevents the occurrence of known issues in your environment, increasing stability and minimizing downtime. It also helps expedite the resolution of newly reported issues.

Section 2 - List of IBM Connections 5.5 CRs


1. IBM Connections 5.5 CR1 (May 2016)

2. IBM Connections 5.5 CR2 (November 2016)

3. IBM Connections 5.5 CR3 (April 2017)


Section 3 - Important Release Notes


  • Information on issues with Google Chrome 60 refer to IBM Connections: Users unable to post status update comments and community events do not function after Google Chrome update (Technote 2007236) for a required update.
  • IBM Connections IC 5.5 CR3 supports Apple's macOS Sierra (aka OS X 10.12)
  • Important: IC 5.5 CR2 Install: For customers who customize Freemarker Template files, refer to Technote 1996243 ( Freemarker Template files are overwritten during IBM Connections CR2 install ) before installing IC 5.5 CR2.

    Update: This has been addressed in IC 5.5 CR3, the Freemarker Template files are backed under Connections home in the directory FLT_backup (i.e. ...\IBM\Connections\FLT_backup) during the CR installation. Any template files that have been customized will need to be restored to the appropriate directory once the CR install has completed.
  • Important: IC 4.5 Upgrade Requirement: For customers upgrading from IC 4.5 to IC 5.5 refer to Technote 1978081 (Files and Wikis Script Updates for Upgrading from IC 4.5 to IC 5.5 ) for updating upgrade scripts for Wikis and Files. These are required script updates needed to successfully upgrade the Files and Wikis databases to the IC 5.5 level.
  • IC 5.5 CR2 has required updates for IBM Community Surveys and the Ephox Edit Live! editor. See Section 4 - Software Requirements and Recommended Updates for details
  • Review the System Requirements for IBM Connections 5.5 document for changes that be necessary for newer IBM Connections 5.5 fix levels.
  • Refer to Technote 1981408 (General issue regarding IBM Cognos Wizard for IBM Connections 5.5) for general issues with working with Cognos and IC 5.5.
  • Make sure to download the latest version of the installer for installing IBM Connection 5.5 interim fixes (iFixes). While IBM Connections CRs does not use the Update Installer but interim fixes for IC 5.5 require the Update Installer. The latest version can be downloaded here - Fix Central download link for the 5.5 Update installer (build 2016-06-28).


Section 4 - Software Requirements and Recommended Updates



Review this section for the software updates and requirements for your IBM Connections environment. The installation details are included in Section 5 - Instructions on applying Cumulative Refresh (CR) updates. The following table lists specific configuration requirements per CR level:
  • IBM FileNet & IBM Connections 5.5 databases
    CR level IBM FileNet (if using CCM) Database Updates
    CR1 FileNet updates are required for CR2. See technote 1991528 for details Homepage database update required. See technote 1982419 for details
    CR2 Activities, Files, Homepage, Mobile, and Wikis database update required. See technote 1991529 for details
    CR3* No database updates
    * Note:There are no FileNet updates going from CR2 to CR3
  • Cognos Server Update for IC 5.5 CR

    For Cognos, you are required to run the standalone wizard to deploy important updates for Cognos server to the IC CR level that you are deploying. For additional details on upgrading the Cognos server refer to technote 1982603.

    Download the Cognos Wizard from IBM Fix Central:


Important IC 4.5 Upgrade Requirement: For customers upgrading from IC 4.5 to IC 5.5 refer to Technote 1978081 (Files and Wikis Script Updates for Upgrading from IC 4.5 to IC 5.5 ) for updating upgrade scripts for Wikis and Files. These are required script updates needed to successfully upgrade the Files and Wikis databases to the IC 5.5 level.

All IBM Connections 5.5 environments must use the updated wizards that were previously released in December 2015.

  • The IBM Connections Wizard have been updated in Passport Advantage and Passport Advantage Express so downloading the wizards from Fix Central is no longer required for Passport Advantage customers. The part numbers for the updated wizards are as follows:
    Wizard Name Part Number
    IBM Connections V5.5 Wizard for Windows CN91PML
    IBM Connections V5.5 Wizard for Linux, AIX CN91QML
Customer's who purchased the IBM Connections DVD media kit after February 12, 2016 will also receive the latest wizards and are not required to download the updates from Fix Central.

The following are offerings are available to IBM Connections customers:

  • Ephox Editors: Edit Live and Text.IO Updates

    IBM Connections 5.5 CR3 supports a new version of the Ephox Editors - Textbox.IO version 2.2

    Updated 17-9-28: The new version of Ephox Editors for IBM Connections Version: 3.5.1.5 which includes Textbox.io Version: 2.2.1.70 is now available

      • There is a required IBM Connections 5.5 CR2 update for the Ephox Edit Live! editor and a new update for the Textbox.IO editor. Ephox Editors for IBM Connections version 3.0.1.195 and above includes support for the Microsoft Edge browser for Textbox.io and a number of cumulative fixes

      Note: The Ephox Editors require an entitlement license
    Ephox Editors: Edit Live and Text.IO Updates
    Minimum
    Recommended
    CR1
    CR2
    *EditLive! 3.0.1.209

    Textbox.io 3.0.1.195

    CR3
    * Important: Ephox Editors 3.0.1.209 is a required update for IC 5.5 CR2 when using EditLive!

    • IBM Connections 5.5 Type-ahead Search

      Try out the enhanced type-ahead Search from any page within Connections 5.5. This suggests content in the Search box based on content that you have previously interacted with. For example, if you have recently created, updated or even simply visited any content within Connections, this will appear as a suggestion in the type-ahead once you start to enter text in the Search input field that matches the title of this content. IBM Connections smart Type-ahead search can the found at Fix Central here


    Section 5 - Instructions on applying Cumulative Refresh (CR) updates

    Always install the latest Cumulative Refresh (CR), as it contains the changes from all previous CRs. CRs are cumulative. It is only necessary to install the latest CR to get all available changes. For example, CR2 contains all the changes from CR1 plus the new changes added in CR2.

    Before you begin:

    • These instructions are a summary of the procedure. They are intended to complement the product documentation pages on installing fix packs, because CRs use the same installation process as a fix pack. Review the topics under the Updating IBM Connections 5.5 page for more details specifically Updating IBM Connections 5.5 with the latest Cumulative Refresh (CR)
    • IBM Connections 5.5 environments using Connections Content Management (CCM) will need to upgrade the FileNet installation as part of the upgrade to a 5.5 CR. IBM Connections environments that do not have CCM can follow these guides disregarding the FileNet sections. Here are Step-by-Step examples of applying a CR to IBM Connections 5.5 with CCM
    • Important: Prior to applying a CR, it is important to back up customization and product modifications made to the application refer to the following:
      • IC 5.5 CR2 Install: For customers who customize Freemarker Template files, refer to Technote 1996243 ( Freemarker Template files are overwritten during IBM Connections CR2 install ) before installing IC 5.5 CR2.

          Update: This has been addressed in IC 5.5 CR3, the Freemarker Template files are backed under Connections home in the directory FLT_backup (i.e. ...\IBM\Connections\FLT_backup) during the CR installation. Any template files that have been customized will need to be restored to the appropriate directory once the CR install has completed.
      • Backing up IBM Connections
      • Backing up Customizations and Product Modifications (Technote 1694397)
    • For silently installing a fix pack to update IBM Connections please review the topics in Installing silently
    • Prior to applying a CR, it is important to back up customization and product modifications made to the application refer to the following for details:

    Migrating artifacts from previous IBM Connections releases

    Note:
    There is an update for the migration tool for IC 5.5 CR1 that contains additional fixes since the IBM Connections 5.5 Day1 Migration Tool. If the Connections data has already been migrated to IC 5.5 no additional work is necessary. This updated tool is only for deployments that have not be migrated.
    1. Once IC 5.5 installation has been successfully installed but before importing application artifacts to IBM Connections 5.5, update the migration tool.
    2. Extract the contents of the IBM Connections 5.5 Migration Tool (May 2016) under the IBM Connections installation directory (i.e. drive:\Program Files\IBM\Connections) to create the migration directory. (You will find the direct link to the latest update to the migration tool listed in Section 2 - List of IBM Connections 5.5 CRs of this document.)
    3. Proceed with importing the application artifacts and the post migration tasks

    Steps to install IBM Connections CRs

    The installation of a 5.5 CR consist of the following steps:

    1. Upgrade WebSphere Application Server (optional but strongly recommended)
    2. Upgrade to the latest version of Install Manager
    3. IBM Connections CR installation
    4. Update Connections Databases (if required)
    5. Upgrade FileNet Components (if required)
    6. Update miscellaneous items

    1. Upgrade WebSphere Application Server

    Note: This section is not required when upgrading from IC 5.5 CR2 to IC 5.5 CR3.

    If you need to apply WebSphere Application Server (WAS) fixes or fixpacks, we recommend you install these prior to updating Connections. Applying WAS fixes follow these general steps:

    1. Stop WAS processes (deployment manager, node agents, application servers).

    2. Apply all WAS fixes.

    3. Restart WAS processes (deployment manager, node agents, application servers).

    For detailed information on how to apply fixes and fix packs on WAS, review the Installing and uninstalling interim fixes and fix packs on distributed operating systems topics in the product documentation.


    2. Upgrade to the latest version of the Installation Manager

    Note: This section is not required when upgrading from IC 5.5 CR2 to IC 5.5 CR3.

    Upgrade to the IBM Installation Manager 1.8.5 64 bit or above. The latest version of the install manager is available from Fix Central via this link: IBM Installation Manager


    3. Install IBM Connections CR

    1. Download the latest CR update. The latest CR update is on IBM Fix Central. (You will find the direct link to the latest CR listed in Section 2 - List of IBM Connections 5.5 CRs of this document.)

    2. Copy the CR package to the server on which the Deployment Manager is installed. Decompress the CR package downloaded in the step #1 into a temp directory.

    3. If applying the CR to a clustered environment, ensure the WebSphere Application Server Deployment Manager is started and all node agents and application servers are shutdown.

    4. Run the IBM Installation Manager from the server on which the Deployment Manager is installed to apply the CR.

    5. Configure the repository in the IBM Installation Manager

      1. From the IBM Installation Manager menu, click File > Preferences.
      2. Click Repositories from the left navigation > Add Repository
      3. Enter the full path to the CR that you downloaded or click Browse to navigate to the location of the CR and then click OK. (The location is the temp directory in step #2)

        In IC 5.5 CR1 for example: C:\Install\Connections CR\LC_version_Fixpack\Updates\repository.config
      4. The IBM Installation Manager indicates if it can connect to the repository.
      5. Click OK to save the new repository.

    6. Apply the CR

      1. Click Update in the Installation Manager.
      2. The package group panel appears. Select the IC 5.5 package group (the default is IBM Connections) and click Next.
      3. Review and accept the license agreement by clicking I accept terms in the license agreements and then click Next.
      4. Ensure that all the applications are selected and click Next.
        Note: All of the installed applications are selected by default. If you add any of the non-selected applications, those applications will be installed. If you clear any of the selected applications, those applications will be uninstalled.
      5. Enter the administrative ID and password of the Deployment Manager and click Validate. Once the administrative ID is validate, click Next.
      6. Review the summary information and click Update.
      7. When the update is completed, click Finish button.
      8. Important: For IC 5.5 CR3 there have been changes to the Rich Content widget in IBM Connections Communities that requires the creation of a new cluster level Dynacache instance. Refer to technote 2001580 (Creating the Dynacache for the Rich Content Widget) for additional information on the manual steps to create the dynacache.
      9. Start node agents, then perform a full synchronization to push the update to all nodes. Check the SystemOut.log of each nodeagent to ensure synchronization completed successfully.

    4. Update Connections Databases

    The necessary database updates are listed in Section 4 - Software Requirements and Recommended Updates of this document.

    To apply the database updates:

    1. Download the database script package for the CR.
      - technote 1982419 for CR1
      - technote 1991529 for CR2
      No Database updates for CR3
    2. Review the steps to run the database update scripts for your database type.
    3. Run the commands for your database type.
    4. Stop the Node Agent
    5. Delete the contents of the cache under the App Server (i.e. C:\IBM\WebSphere\AppServer\profiles\AppSrv01\temp)
    6. Start node agents, then perform a full synchronization to push the update to all nodes. Check the SystemOut.log of each node agent to ensure synchronization completed successfully.
    7. Start the Connections Server

    5. Upgrade FileNet Components

    Note: This section is not required when upgrading from IC 5.5 CR2 to IC 5.5 CR3.

    After applying an IBM Connections 5.5 CR2, you must upgrade each of the FileNet components. Please read the entire install instructions before beginning the installation. The topic Updating IBM Connections 5.5 with the latest Cumulative Refresh (CR) has important information that must be followed when applying IBM Connections 5.5 CRs and the subtopic Post-update tasks has information on deploying the latest FileNet FixPacks and Interim Fixes.

    There are examples of the FileNet installation process in the following technotes:

    • Technote 1992449 for installing IC 5.5 CR2 from IC 5.5 CR1
      There are no Filenet updates when upgrading from IC 5.5 CR2 to IC 5.5 CR3

    6. Update miscellaneous items

      IBM Connections Cognos Wizard

        This step is only required if you have a Cognos-Metrics installation. The step will upgrade the Cognos server from the IBM Connections 5.5 level to the latest CR level. Refer to technote 1982603 for additional details on upgrading the Cognos server
        1. Download the latest version of the Cognos Wizard which are listed in Section 4 - Software Requirements and Recommended Updates of this document.
        2. Copy the Wizard package and decompress the wizard package downloaded in the step #1 into a temp directory.
        3. From the IBM Installation Manager menu, click File > Preferences.
        4. Click Repositories from the left navigation > Add Repository
        5. Enter the full path to the fix that you downloaded or click Browse to navigate to the location of the Cognos wizard and then click OK. (The location is the temp directory in step #2) and then click OK.

          For example: C:\IBM\Connections\update\IBM_Cognos_Install_platform\CognosWizard\repository.config
        6. The IBM Installation Manager indicates if it can connect to the repository.
        7. Click OK to save the new repository.
        8. Click Update in the Installation Manager.
        9. Click Cognos and Confirm that the Installation Manager panel indicates that this is the upgrade for Cognos to the latest CR
        10. Click Update and when the update is completed, click Finish button.
      IBM Community Surveys Update for IC 5.5 CR2

    The IC 5.5 CR installation is complete; start the environment and you should be on the latest 5.5 CR.

    Document information

    More support for: IBM Connections
    Install

    Software version: 5.5

    Operating system(s): AIX, Linux, Windows

    Reference #: 1972646

    Modified date: 28 September 2017


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