IBM FileNet P8, Version 5.2.1            

Create environment definitions

Use this checklist to identify the tasks to create or update the FileNet® Deployment Manager definitions for the source and destination environments.

This checklist lists tasks for the source environment. If a task is conditional, the table also lists the conditions under which to complete the task.

Table 1. Source environment. This checklist lists tasks. If a task is conditional, the table also lists the conditions under which to complete the task.
Step Perform this task if the following conditions exist:
Start FileNet Deployment Manager.
Ensure that the source FileNet P8 domain is running. You intend to complete any of the following tasks:
  • Test the connection to the source Content Platform Engine server.
  • Extract the object store half map.
  • Extract the security principal half map from the LDAP server.
  • Extract the service half map
  • Extract the connection point half map
Create the environment definition for your source environment.

See Creating or editing an environment definition.

Define and test the connection to the Content Platform Engine for your source environment.

See Defining the connection to an environment.

Export the Content Platform Engine data from the source environment.

See Creating export data set.

 
Create a half map by retrieving object store information. Extract the names and ID of each object store in the source environment to create or update the object store half map. When you extract the names and ID, you can also optionally retrieve the storage areas and storage policies for each object store.

See Extract an object store half map.

  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the source environment:
    • A new object store was created.
    • An object store was deleted.
    • The display name, symbolic name, or ID of an object store changed.
    • A storage area or storage policy was added or modified in one or more of the object stores
Extract the user and group data from the source environment to create or update the security principal half map.

See Extract a security principal half map.

The source and destination environments have different users and groups and either of the following conditions are true:
  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the source environment:
    • You added a user or group that is referenced in the exported data.
    • The name, SID, display name, or principal type of a user or group changed.
Extract the service data in the source environment to create or update the service half map.

See Extract a service half map.

  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the source environment:
    • A new service was created.
    • A service was removed.
    • The name of a service changed.
Extract the connection point in the source environment to create or update a connection point half map.

See Extracting a connection point half map.

  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the source environment:
    • A new connection point was created.
    • A connection point was removed.
    • The name of a connection point changed.

This checklist lists tasks for the destination environment. If a task is conditional, the table also lists the conditions under which to complete the task.

Table 2. Destination environment. This checklist table lists tasks. If a task is conditional, the table also lists the conditions under which to complete the task.
Step Perform this task if the following conditions exist:
Start FileNet Deployment Manager.
Ensure that the destination FileNet P8 domain is running.
You intend to complete any of the following tasks:
  • Test the connection to the destination Content Platform Engine server.
  • Extract the object store half map.
  • Extract the security principal half map from the LDAP server.
  • Extract the connection point half map
Create the environment definition for your destination environment.

See Create or edit an environment definition.

Define and test the connection to the Content Platform Engine for your destination environment.

See Define the connection to an environment.

 
Create a half map by retrieving object store information. Extract the names and ID of each object store in the destination environment to create or update the object store half map. When you extract the names and ID, you can also optionally retrieve the storage areas and storage policies for each object store.

See Extract an object store half map.

  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the destination environment:
    • A new object store was created.
    • The name, symbolic name, or ID of an object store changed.
    • A storage area or storage policy was added or modified in one or more of the object stores
Extract user and group data from the destination environment to create or update the security principal half map.

See Extract a security principal half map

The source and destination environments have different users and groups and either of the following conditions are true:
  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the destination environment:
    • You added a user or group that is referenced in the exported objects.
    • The name, SID, display name, or principal type of a user or group changed.
Extract the service data in the destination environment to create or update the service half map.

See Extract a service half map.

  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the destination environment:
    • A new service was created.
    • A service was removed.
    • The name of a service changed.
Extract the connection point in the destination environment to create or update a connection point half map.

See Extracting a connection point half map.

  • You are defining the source environment for your application for the first time.
  • Any of the following changes occurred in the destination environment:
    • A new connection point was created.
    • A connection point was removed.
    • The name of a connection point changed.


Last updated: March 2016
deploy_mgr_checklist_environ_def.htm

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