Updating IBM InfoSphere Information Server, Version 9.1 and its product modules

• Linux, UNIX: /opt/IBM/InformationServer
• Windows: C:\IBM\InformationServer

• Linux, UNIX: /opt/IBM/InformationServer/Updates/bin
• Windows: C:\IBM\InformationServer\Updates\bin

• Linux, UNIX: /opt/IBM/InformationServer/Updates/UpdatePackageName
• Windows: C:\IBM\InformationServer\Updates\UpdatePackageName

1. Preparing to install the update

   Before you install update packages, perform the preparation procedure on all computers in your installation. The installation instructions include specific preparation procedures, including downloading the appropriate update package, performing a full backup, and disabling firewalls and antivirus software.

2. Installing an update package on each computer

   Install the update packages on all computers in your installation, as appropriate. You must complete the preparation procedures, run the Update Installer program to install the update, and then complete the post-installation procedures.

   Each computer hosts one or more software tiers. Some update packages apply to more than one tier. In distributed installations, you must install the update package on all computers that have tiers installed that the patch, fix, fix pack, or update applies to. Install the update package on the tiers in this order:

   1. Services tier
   2. Engine tier
   3. Client tier

   Note: You do not need to install update packages on a computer that hosts only the repository tier.

   If two or more tiers are on the same computer, the Update Installer installation automatically installs the update on all tiers on the computer in the appropriate order.

3. Monitoring the installation

   Single computer and distributed installations

   Certain steps in the preparation and installation procedures apply only when you are installing the update on a computer that hosts a particular tier. Each time you complete the preparation or installation procedures, perform only the steps that apply to the tiers that are installed on the computer you are preparing or installing on.

   For example, if the tiers are each installed on separate computers, perform the procedure on the computer that hosts the services tier, completing only the steps that apply to the services tier. Then repeat the procedure on the computer that hosts the engine tier, completing only the steps that apply to the engine tier. Finally, repeat the procedure on the computer that hosts the client tier, completing only the steps that apply to the client tier.

   When more than one tier is installed on a computer, complete the steps that apply to all tiers installed on the computer. For example, if your services tier and engine tier are installed on the same computer, first perform the procedure once for the computer, completing steps that apply to the services tier or the engine tier, or to both tiers. Finally, repeat the procedure on each computer that hosts the client tier, completing only the steps that apply to the client tier.

   Certain steps in the preparation and installation procedures apply only to certain operating systems. These steps identify the operating systems that require these steps.

1. Ensure that you are using the latest version of the Update Installer for IBM InfoSphere Information Server.
   1. Verify the version number of the latest Update Installer for Version 9.1 at http://www.ibm.com/support/docview.wss?uid=swg24034166.
   2. Verify the version number of your installed version. At the command prompt, type the following command:
      • Linux, UNIX: /opt/IBM/InformationServer/Updates/bin/InstallUpdates -version
      • Windows: C:\IBM\InformationServer\Updates\bin\InstallUpdates.exe -version

      The current version number is displayed.

   3. If the version number that is returned is not as current as the version indicated in step a, install the latest version of the Update Installer to all computers that have any tier of InfoSphere Information Server installed.
2. Download the update package that you want to install. The instructions in this document assume that the update packages are downloaded to the following directories:
   • Linux, UNIX: /opt/IBM/InformationServer/Updates/Downloads
   • Windows: C:\IBM\InformationServer\Updates\Downloads
3. Before you install a fix, fix pack, or update, refer to the package's release notes or Readme file for information and installation instructions.
4. For high availability (HA) installations, disable the HA heartbeat monitor or remove the engine and services resources from the HA resource group. If you do not do this, the HA software might attempt to restart WebSphere® Application Server and InfoSphere Information Server prematurely during the process of installing the update package.
5. (All tiers) Perform a full backup of your InfoSphere Information Server installation, including the metadata repository database and the analysis database (if installed). For detailed backup and restore instructions for your installation, see http://publib.boulder.ibm.com/infocenter/iisinfsv/v9r1/topic/com.ibm.swg.im.iis.found.admin.burest.doc/topics/t_admin_backup_restore_super.html.
   Important:

   • Windows: Backing up the InfoSphere Information Server installation directory is crucial in a high availability configuration, because you must restore the installation to its previous state after you apply the update using the primary server and before you apply the update using the backup server.
   • In rare instances, restoring from the backup might be required if the update package installation fails and makes your installation unusable. Some update packages cannot be uninstalled. See the installation instructions or the readme file that is provided with the update package to determine if the update can be uninstalled.
6. (All tiers) Disable any firewall and any antivirus software. Some antivirus software blocks the installation or displays confirmation prompts that interfere with the installation and might cause it to fail.
   Note: Reenable the firewall and antivirus software after the installation is complete.
7. (Services tier) Clear the OSGi configuration cache. Remove all files and folders from the following directory except for the config.ini file:
   • WebSphere Application Server V8.0: profile_root/ejbdeploy/configuration
   • WebSphere Application Server V8.5: profile_root/ejbdeploy/configuration

   In a cluster environment, complete this step for the DMGR profile and each of the node profiles.

8. (Services tier) If you configured WebSphere Application Server to run as a non-root user, be aware that the Update installer will apply the update as root; however, this should have no effect on your non-root application server afterward.
   Note: If you had previously started WebSphere Application Server as root while configured for non-root administration, you must stop WebSphere Application Server, follow the documented non-root administration configuration steps to restore proper non-root permissions, and then restart WebSphere Application Server again as the non-root user before attempting an update install. For information on restoring non-root permissions, see Configuring WebSphere Application Server for non-root administration (Linux, UNIX).
9. (Services tier) For a WebSphere cluster configuration, ensure that the node file synchronization service is enabled and that the synchronization interval is set to one minute. You can do this by using the WebSphere Administration console:
   1. Log in to the WebSphere Administration console.
   2. Select System administration > Node agents.
   3. Select a node agent.
   4. Select File synchronization service.
   5. Check Enable service at server startup.
   6. Set the Synchronization interval to 1 minute.
   7. Click OK.
   8. Repeat steps c - g for each node agent.

   If you made changes in steps a - h (at least one node agent has been reconfigured), then stop and restart the node agents and stop and restart the cluster. If no changes were necessary, there is no need to restart the node agents and cluster.

10. Verify that the following administrator accounts are valid and active:

    Tier	Administrator accounts
    Services tier	Verify the following accounts: The InfoSphere Information Server administrator account (default user name is isadmin) The WebSphere Application Server administrator account (default user name is wasadmin)
    Metadata repository tier	Verify the metadata repository database owner account (default user name is xmeta). Verify the database administrator account. See the installation instructions or the readme file that is provided with the update package to determine is this account must be verified.

    Verify the following items for each account:

    • Ensure that the user name and password are valid and that the account is not locked. To verify this information, log in to the computer, WebSphere Application Server, or database server with the user name and password.
    • Ensure that your InfoSphere Information Server and WebSphere Application Server user names and passwords meet the requirements for user IDs and passwords. It is possible that characters in the user name and password are valid in the underlying authentication store, but are not valid for the Update Installer. For details on the restrictions that apply to user IDs and passwords, see http://publib.boulder.ibm.com/infocenter/iisinfsv/v9r1/topic/com.ibm.swg.im.iis.productization.iisinfsv.install.doc/topics/wsisinst_pln_naming.html.
      • For details on changing the InfoSphere Information Server administrator password, see http://publib.boulder.ibm.com/infocenter/iisinfsv/v9r1/topic/com.ibm.swg.im.iis.found.admin.common.doc/topics/isadmin_changing_username_pwd.html.
      • For details on changing the WebSphere Application Server administrator password, see http://publib.boulder.ibm.com/infocenter/iisinfsv/v9r1/topic/com.ibm.swg.im.iis.found.admin.common.doc/topics/wasadmin_changing_pwd_container.html.
11. The installation program writes required temporary files to the default temporary directory.
    • AIX®, Linux: /tmp
    • HP-UX, Solaris: /var/tmp
    • Windows: %temp%

    There must be roughly 2.5 GB of temporary space available.

    You can redirect most of the temporary files to a different directory if desired. If you do this, about 1.5 GB will be redirected to the specified directory, but 1 GB will still be required in the directory specified above.

    If you want to redirect 1.5 GB of temporary files to a different temporary directory, create the file InformationServer/_uninstall/.jvm_args. Then, add the following line to that new file:

    -Djava.io.tmpdir=installation_program_tempdir

    If you choose to redirect the temporary files and you do not have 2.5 GB of space in the /tmp directory, you will also need to use the -force option when running the installation program. The prerequisite checker still looks at the space in the /tmp directory, but with the -force option, you are given the option of ignoring errors and continuing rather than stopping the installation. If there are no errors other than the temporary space error, you can choose to continue and ignore the errors.

    After the installation completes, preserve the installation log files in the temporary directory until you confirm a successful installation. The log files are typically needed for troubleshooting and verification purposes.

1. Select a computer for installation.
2. (Installations with Pack for SAP BW or Pack for SAP R/3, engine tier) Shut down the SAP BW and SAP R/3 listeners. For details on shutting down the listeners, see http://www.ibm.com/support/docview.wss?uid=swg21409098.
3. (Services and engine tiers) Open the IBM InfoSphere Information Server console to ensure that InfoSphere Information Server is running.

   http://<servername>:<port>/ibm/iis/console

4. (Services and engine tiers) Disable any InfoSphere Information Services Director applications that are currently running.
   1. Log on to the IBM InfoSphere Information Server console with an account that has the suite administrator role.
   2. Select OPERATE > Deployed Information Services Applications.
   3. From the View pane, select a deployed application.
   4. Click Edit.
   5. In the bottom of the View pane, click Disable and select Disable from the menu.
   6. Repeat these steps for each deployed application.
   Note: Do not re-enable the deployed applications until both the services and engine tiers are updated.
5. (Services and engine tiers) Stop all scheduled tasks, such as reports and log purge activities. To shut down these tasks, create an unfiltered schedule view within the IBM InfoSphere Information Server Web console, and then stop all scheduled tasks that are displayed in the view.
   1. Log in to the IBM InfoSphere Information Server Web console with an account that has the suite administrator role.
   2. In the Web console, click the Administration tab.
   3. In the Navigation pane, select Scheduling Management > Scheduling Views.
   4. In the Scheduling Views pane, click New.
   5. Enter a name and description in the Name and Description fields.
   6. Click Save and Close.
   7. Select the schedule view that you created in the previous steps.
   8. Click View Schedules.
   9. Select a schedule in the list, and click View Task.
   10. Look at the Status value in the Schedule section:
       • If the Status value is STARTED, click Close, and then click Stop to stop the task. Write down the name of the schedule so that you can restart it after the installation is completed.
       • If the Status value is not STARTED, click Close.
   11. Repeat steps (i) through (j) for each schedule in the list.
   Note: Do not restart the scheduled tasks until both the services and engine tiers are updated.
6. (Services tier) On slower computers, increase the Inactive Session Timeout value to 7200 seconds (120 minutes). Change the value of the timeout to avoid being disconnected automatically during installation:
   1. Log in to the Web console with an account that has the suite administrator role.
   2. In the Web console, click the Administration tab.
   3. In the Navigation pane, select Session Management > Active Sessions.
   4. In the Active Sessions pane, click Global Session Properties.
   5. In the Inactive Session Timeout field, type 7200.
   6. Click Save and Close.
   Note: After you have installed the update package, you can reset the Inactive Session Timeout value to its original value.
7. (Services and engine tiers) Ensure that no jobs are running.
8. (Services and engine tiers) Unschedule any scheduled tasks or jobs for external tools that run on these computers. Ensure that scheduled tasks or jobs do not run on these computers during the installation process.
9. (Client tier) Ensure that all InfoSphere Information Server clients are shut down.
10. (Services and engine tiers) Ensure that all InfoSphere Information Server clients, including browser-based clients, are shut down for the duration of the installation of both tiers. Halt any other applications, such as import tools, that might be running on the server.
11. Start the installation.
    • Windows: (All tiers)
      1. Log in as a user with administrator privileges to install update packages. Use the same user name that you used to install IBM InfoSphere Information Server to ensure that you have the correct privileges.
      2. Open a command prompt window.

         Windows Vista, Windows 2008, and Windows 7 must open an elevated command window. To install update packages, you must use a command window that is elevated to full administrative privileges.

         1. Click the Start menu.
         2. Enter cmd.exe in the Start Search box.
         3. Press Ctrl+Shift+Enter.
         4. Click Continue to accept the prompt asking for your permission to continue.
      3. At the command prompt, type the following command to start the Update Installer program in the C:\IBM\InformationServer\Updates\bin directory:
         • Graphical (wizard) mode:

           installUpdates.exe 

           Note: Graphical mode opens a web browser. Follow the instructions in the installation wizard to complete the installation.
         • Console mode:

           installUpdates.exe -console 

           Enter the required values as you are prompted during the installation.
         Alternatively, you can provide all of the parameters and values and enter the following command to install an update package as shown in the following example:

         installUpdates.exe -installLocation C:\IBM\InformationServer 
         -patchPackage C:\IBM\InformationServer\Updates\Downloads\UpdatePackageName 
         -user isadmin -password isadminpassword -wasadmin WebSphereUsername 
         -waspassword WebSpherePassword -console -verbose

         where:

         • UpdatePackageName = the update package that you want to install
         • isadmin = InfoSphere Information Server administrator user
         • isadminpassword = InfoSphere Information Server administrator password
         • WebSphereUsername = WebSphere Application Server user name
         • WebSpherePassword = WebSphere Application Server password
    • Linux and UNIX
      1. Log in as the root user. If you log in with another account and sudo to root, the root privileges must not be restricted.
      2. Set the file creation mask to 022. Type the following command:

         umask 022

      3. Set the open file descriptor to 10240 or higher. Type the following command:

         ulimit -n 10240

      4. (All tiers) Change to the /opt/IBM/InformationServer/Updates/bin directory and type the following command to start the Update Installer program:
         • Graphical (wizard) mode:

           ./installUpdates

           Graphical mode displays two installation URLs (HTTP and HTTPS). Use the HTTPS URL for a secure graphical mode installation. To use graphical mode to install update packages, enter this installation URL in a supported web browser. Follow the installation wizard instructions to complete the installation.

         • Console mode:

           ./installUpdates -console

           Enter the required values as you are prompted during the installation.
           Alternatively, you can specify all the command-line parameters and values to avoid interactive installation prompts. Enter the following command to install an update package as shown in the following example:

           ./installUpdates -installLocation /opt/IBM/InformationServer 
           -patchPackage /opt/IBM/InformationServer/Updates/Downloads/UpdatePackageName 
           -user isadmin -password isadminpassword -console -verbose
           -wasadmin WebSphereUsername -waspassword WebSpherePassword

           where:

           • UpdatePackageName = the update package that you want to install
           • isadmin = InfoSphere Information Server administrator user
           • isadminpassword = InfoSphere Information Server administrator password
           • WebSphereUsername = WebSphere Application Server user name
           • WebSpherePassword = WebSphere Application Server password

           Note: Enter the command on a single line. The example is shown on multiple lines to improve readability.
12. (All tiers) Monitor the installation. When the Update Installer is running in graphical (wizard) mode on a computer, follow the progress of the installation in the installation progress window. When the Update Installer is running in a console window, follow the progress by viewing the installation log files.
13. (All tiers) After the installation is completed, the History section of the InformationServer\Version.xml file is updated to include the installation information.
14. (Client tier) Ensure that all InfoSphere Information Server client applications start and run correctly.
15. Windows: If you have configured your installation for active-passive high availability, also apply the update to the backup server:
    1. Cause a failover to the backup server.
    2. Delete the InfoSphere Information Server installation directory on the shared storage device.
    3. Restore the pre-updated installation that you backed up in step 5 of the Preparing to install section, overwriting the changes made by updating the primary server.
    4. Repeat the update from the backup server, starting from step 11, using the shared storage device, with the same user names, passwords, and directories that are used on the primary server.
    5. After the backup installation is verified, switch back to the primary server.
16. (Services and engine tiers) After the update package is installed on both the services and engine tiers, restart the scheduled tasks that you stopped before you started the installation.
    1. Log in to the IBM InfoSphere Information Server Web console with an account that has the suite administrator role.
    2. Click the Administration tab.
    3. In the Navigation pane, select Schedule Monitoring > Scheduling Views.
    4. In the Views of Schedules pane, select the schedule view that you created before you started the Update Installer installation program.
    5. Click View Schedules.
    6. Select all of the schedule views that you stopped.
    7. Click Start.
17. (Services and engine tiers) After the update package is installed on both the services and engine tiers, use the console to re-enable the IBM InfoSphere Information Services Director applications that you disabled before you started the fix pack installation.
18. (Installations with Pack for SAP BW or Pack for SAP R/3, engine tier) Restart the SAP R/3 listeners. For details on restarting the listeners, see http://www.ibm.com/support/docview.wss?uid=swg21409098.

1. Read the installation overview for update packages.
2. Prepare to install the update packages. As part of the preparation to install updates, ensure that you install the latest version of the Update Installer.
3. Complete the steps to install an update package, returning to this procedure after you start the Update Installer program. You must use the graphical mode to install multiple updates with the Update Installer.
4. After you start the Update Installer program, enter information as you are prompted for it by the installation program.
5. When you reach the Patch Packages screen of the Update Installer, click Add package to add as many packages as you require.
6. Click Next to merge multiple updates. The Update Installer merges the update packages to ensure that the dependencies are adhered to.
7. Click Next to install the updates.
8. Follow the instructions in the graphical interface to complete the installation of the update packages. On the Preinstallation Summary for the Current® Computer screen, notice that the name and description of the update is displayed.

• Linux, UNIX: /opt/IBM/InformationServer/_uninstall/versionInfo
• Windows: C:\IBM\InformationServer\_uninstall\versionInfo

IBM InfoSphere Information Server Version Information
Report date:    2013/07/12
Installer Version:      9.1.0.0-626
...
Patches Installed:
        PATCH_XMLPACK3_all_91_1,616
        Description     =       XMLPack3 9.1.0.0 Patch
        Version         =       9.1.0.0
...