Preparing the IBM Case Manager environment for upgrade

To prepare for upgrade, ensure that IBM® Case Manager is upgraded to the latest fix pack level. You can install the IBM Case Manager Version 5.2.1 software in a different location on the same server where you installed your existing system or on a separate server.

Before you begin

For details about the hardware and software requirements, see the IBM Case Manager information in the IBM FileNet® P8 Hardware and Software Requirements guide.

You must ensure that supported versions of IBM Case Foundation, WebSphere® Application Server, and IBM Content Navigator are installed on the server or servers where you plan to install IBM Case Manager V5.2.1 .

Workplace XT is required on the server that hosts your development environment. A separate instance of Workplace XT is required for each project area, even when the project areas are for IBM Case Manager V5.1.1 and V5.2.1 .

If your production environment is on a separate server, Workplace XT is required only if your solutions provide support for policy-based forms. In the production environment, V5.1.1 and V5.2.1 share the same instance of Workplace XT.

Ensure that Workplace XT is upgraded to the latest fix pack level.

AIX and Linux guidelines: AIX® and Linux servers might require the installation of additional libraries.

For an AIX server or a Linux server that does not use Domain Name Service (DNS) or Network Information Service (NIS), verify that the /etc/hosts file contains the name and Internet Protocol (IP) address of all servers that the server communicates with, including the local host. Verify that the etc/netsvc.conf file contains the value hosts = local.

WebSphere Application Server guidelines: If you upgrade from V5.1.1, you must create new WebSphere Application Server instance profiles, one for the development environment and one for the production environment, and configure connections to the new instances when you run the IBM Case Manager V5.2.1 configuration tool. When setting up separate profiles, consider the following requirements:

IBM Case Manager and IBM Content Navigator must be installed in the same WebSphere Application Server profile.
In the development environment, Workplace XT can be configured to use the same profile that is used by IBM Case Manager and IBM Content Navigator, but it is not required to use the same profile.
In the production environment, if Workplace XT is deployed, it must be configured to use a separate profile. Workplace XT cannot share the profile that is used by IBM Case Manager and IBM Content Navigator.

IBM Case Manager and all of the supporting products must use the same version of WebSphere Application Server. If you upgrade from V5.1.1 and use new object stores, continue to use WebSphere Application Server V7.0 unless you plan to configure IBM Case Foundation, IBM Content Navigator, Workplace XT, and IBM Case Manager to use WebSphere Application Server V8.0.

Do not upgrade to WebSphere Application Server 8.0 if you upgrade from V5.1.1 and you plan to use new object stores for your IBM Case Manager V5.2.1 development environment. IBM Case Manager V5.1.1 requires WebSphere Application Server V7.0. By continuing to use V7.0, your V5.1.1 applications can remain active while you upgrade, convert, and deploy solutions in IBM Case Manager V5.2.1 . The test and production environments must remain on WebSphere Application Server V7.0 as long as IBM Case Manager V5.1.1 solutions are present in the environment.

Procedure

To prepare the IBM Case Manager environment for upgrade:

Back up your existing IBM Case Manager system.
Upgrade IBM Case Manager to the latest fix pack or iFix level. You can find the latest update on Fix Central.
If you plan to install IBM Case Manager V5.2.1 on the same server where V5.1.1 is installed, and V5.1.1 is configured to integrate with IBM Forms, remove the existing IBM Forms software, and then install IBM Forms V8.0.1. When IBM Case Manager V5.1.1 and V5.2.1 are installed on the same server, they can share the same installation of IBM Forms V8.0.1.
When you install IBM Forms V8.0.1, select the IBM Case Manager 5.1 Integrator, which is compatible with both IBM Case Manager V5.1.1 and V5.2.1 . To configure support for forms for the IBM Case Manager V5.1.1 profile, run the Deploy the Forms Application task in the IBM Case Manager V5.1.1 administration client.

After you upgrade IBM Case Manager to V5.2.1 , you do not need to run the IBM Forms V8.0.1 installation program again. To configure support for forms, run the Create Case Manager Applications task and Deploy the Forms Application task in the IBM Case Manager V5.2.1 configuration tool.
Upgrade IBM Case Foundation to the latest required version.
1. Plan your upgrade. For information, see Planning and preparing for FileNet P8 upgrade.
2. Upgrade IBM Case Foundation. For instructions, see Upgrading and configuring FileNet P8.
Upgrade the Content Platform Engine client files on the IBM Case Manager V5.1.1 server. The Content Platform Engine server is shared by the new and existing IBM Case Manager installations, and the client files in each installation must match.
Upgrade Workplace XT on your development environment server. If deployed in your production environment, also upgrade Workplace XT on the production server. For instructions, see IBM FileNet Workplace XT installation and upgrade.
If applicable, upgrade the Content Platform Engine client files on the Workplace XT server. The Content Platform Engine client files must match the version of the client files that are installed on the IBM Case Manager server.
If your IBM Case Manager V5.1.1 system does not use IBM Content Navigator, install IBM Content Navigator on the server or servers where you plan to install IBM Case Manager V5.2.1 .
Restrictions:
- Ensure that IBM Content Navigator is installed to use the same WebSphere Application Server profile that you created for IBM Case Manager V5.2.1 .
- If you configure LDAP for IBM Content Navigator, you do not need to run the IBM Case Manager LDAP configuration task when you configure the IBM Case Manager environments. If you do run this task, ensure that you use the same format for the directory service server host name. For example, use the long name.
- IBM Case Manager requires one IBM Content Navigator server for each IBM Case Manager server. That is, you cannot share a IBM Content Navigator server with multiple IBM Case Manager servers.
- IBM Case Manager V5.1.1 and IBM Case Manager V5.2.1 cannot share a IBM Content Navigator server. Each version requires its own IBM Content Navigator server.
- If applicable, upgrade the Content Platform Engine client files on the IBM Content Navigator server. The Content Platform Engine client files must match the version of the Content Platform Engine server and the client files that are installed on the IBM Case Manager server.
- On your development environment server, ensure that Workplace XT and IBM Content Navigator are configured to render forms. If the applications are not configured to render forms, you can still open forms from the Form widget but you cannot open forms from the Case Information and Attachments widgets. For instructions, see the IBM Content Navigator documentation. If Workplace XT is installed on your production environment server, repeat these instructions to ensure that forms can be rendered.
If the WebSphere Application Server profiles used for IBM Case Manager V5.1.1 and V5.2.1 are both located on the same server, add a custom property to each profile to allow proper JNDI name resolution:
1. In the WebSphere Application Server administrative console, click Servers > Server Types > WebSphere application servers > server_name > Java and Process Management > Process Definition > Java Virtual Machine.
2. In the Java Virtual Machine configuration settings, click Custom properties.
3. Click New to add a property with the following name, and set the value of the property to true:
```
com.ibm.websphere.orb.uniqueServerName
```
4. Click Apply and then save to save your changes, and then restart the application server.
If Workplace XT is not located on the same server with IBM Case Manager and IBM Content Navigator, configure single sign-on support (SSO) in WebSphere Application Server so that the LTPA keys and user registry can be shared. For instructions, see Implementing single sign-on to minimize web user authentications.