DB2 Version 9.7 for Linux, UNIX, and Windows

Planning your DB2 environment upgrade

Your environment has several components such as DB2® servers, DB2 clients, database applications, scripts, routines and tools. Planning your upgrade requires a thorough understanding of the upgrade process of each component in your environment.

First, devise a strategy on how to approach your environment upgrade. You must determine the order in which you are going to upgrade each component. The characteristics of your environment and the information in upgrade essentials, especially the best practices and restrictions, can help you determine your strategy.

The following is an example of a good upgrade strategy in which you test your database applications and routines and determine that they run successfully in DB2 Version 9.7:
  1. Set up a DB2 Version 9.7 test server and create test databases.
  2. Test your database applications and routines on a DB2 Version 9.7 test database to determine whether they run successfully. If your application requires a client, use a Version 9.7 client.
  3. Upgrade your DB2 servers and clients in a test environment. Determine what the issues are and how to resolve them. Use this information to adjust your upgrade plan.
  4. Upgrade your DB2 servers to DB2 Version 9.7 in your production environment. Ensure that they operate as expected.
  5. Upgrade your clients to DB2 Version 9.7 in your production environment. Ensure that your clients operate as expected.
  6. Test your database applications and routines in the DB2 Version 9.7 upgraded environment to determine whether they run as expected.
  7. Make your upgraded environment available to users.
  8. Identify the use of deprecated functionality that will eventually become discontinued and new functionality that can improve the functionality and performance of your applications and routines. Plan how to modify your applications and routines.
  9. Modify your database applications and routines as planned. Ensure that they run successfully in DB2 Version 9.7.
After you have a strategy that will give you the outline for your upgrade plan, you can define the upgrade plan details for each component in your environment. An upgrade plan should include for each component: If you have previous upgrade plans, review them and compare them with the upgrade plan for DB2 Version 9.7. Include in your new plan any steps related to internal procedures to request access, software installation or other system services within your organization.

Review also the DB2 upgrade portal (formerly know as DB2 migration portal) that provides access to additional resources and up-to-date information about the upgrade process as they become available at http://www.ibm.com/software/data/db2/upgrade/portal. These resources include educational material, white papers, and webcasts for upgrade.

Finally, plan to remove the use of deprecated functionality and incorporate new functionality from DB2 Version 9.7. Although you are only required to remove the use of discontinued functionality, you should also plan to remove the use of deprecated functionality after upgrade because they will become unsupported in a future release. Also, you should take advantage of new functionality for your database products, applications, and routines to enhance functionality and improve performance.