Upgrade to TeamForge 17.1 - Database and Datamart on a separate server

Three server setup with TeamForge, Database and Datamart, and EventQ on separate servers. In this procedure, we'll assume that you are upgrading on the same server where your existing TeamForge 16.10 site is running. The following instructions are valid for both RHEL/CentOS 6.8/7.3 platforms. Specific steps, if applicable only for a particular RHEL/CentOS platform, are called out explicitly.

Do the following on the TeamForge Application Server - server-01

1. Back up all your custom event handlers and remove all the event handler JAR files before starting your TeamForge 17.1 upgrade process. Post upgrade, you can add custom event handlers again from the backup while making sure that you don't have SOAP50 (deprecated) library used.
   1. Go to My Workspace > Admin.
   2. Click SYSTEM TOOLS from the Projects menu.
   3. Click Customizations.
   4. Select the custom event handler and click Delete.
2. Before you upgrade to TeamForge 17.1, uninstall hotfixes and add-ons, if any.
3. If you have Review Board installed, uninstall Review Board.
   • cd /opt/collabnet/RBInstaller-16.10.4
   • python ./install.py -u
4. Stop the TeamForge CLI add-on.
   • service teamforge_cli_server stop
5. Go to /var/run/cli/ and look for "server" file. If found, remove the "server" file.
   • cd /var/run/cli/
   • rm -rf /var/run/cli/server
6. Stop TeamForge.
   If you are upgrading from TeamForge 16.7 or earlier releases:

   • /etc/init.d/collabnet stop all
   If you are upgrading from TeamForge 16.10:

   • /opt/collabnet/teamforge/bin/teamforge stop
7. Go to /opt/collabnet/teamforge/runtime/temp and look for .marker files. If found, remove the .marker files.
   • cd /opt/collabnet/teamforge/runtime/temp
   • rm -rf *.marker
8. No backup is required for same hardware upgrades. However, you can create a backup as a precaution. See Back up and restore TeamForge and EventQ to learn more about backing up TeamForge and EventQ database and file system.
9. Upgrade the operating system packages.
   • yum upgrade
10. If the TeamForge server has SELinux enabled, run it in 'Permissive' mode temporarily while installing or upgrading TeamForge.
    Important: If you have SELinux in "enforcing" mode, you must either disable SELinux or switch to "Permissive" mode (recommended) before running the /opt/collabnet/teamforge/bin/teamforge provision command. TeamForge create runtime fails otherwise.
    1. Verify if SELinux is running in enforcing mode.
       • getenforce
    2. If the output of the getenforce command is "Permissive", continue with the next step. If not, run the following command to bring it to 'Permissive' mode.
       • setenforce 0
    See Set up SELinux to have TeamForge run in SELinux enforcing mode after completing the installation or upgrade.
11. Configure your TeamForge installation repository.
    • TeamForge installation repository configuration for sites with internet access
    1. Contact the CollabNet Support and download the TeamForge 17.1 installation repository package to /tmp.
    2. Install the repository package.
       • yum install -y /tmp/collabnet-teamforge-repo-17.1-1.noarch.rpm
    3. Refresh your repository cache.
       • yum clean all
    • TeamForge installation repository configuration for sites without internet access
    1. Contact the CollabNet Support to get the auxiliary installer package for TeamForge 17.1 disconnected installation and save it in /tmp.
       • Red Hat Enterprise Linux/CentOS 6.8 64 bit RPM package: CTF-Disconnected-media-17.1.556-48.rhel6.x86_64.rpm
       • Red Hat Enterprise Linux/CentOS 7.3 64 bit RPM package: CTF-Disconnected-media-17.1.556-48.rhel7.x86_64.rpm
         Note: In addition to the above CentOS 7.3 64 bit RPM package, you must get the following CentOS 7.3 compatibility RPM, which is required for TeamForge 17.1 disconnected media installation on CentOS 7.3 profile: compat-ctf-dc-media-1.0-1.el7.centos.noarch.rpm.
    2. Unpack the disconnected installation package.
       • rpm -Uvh <package-name>
    3. Unpack the compat-ctf-dc-media-1.0-1.el7.centos.noarch.rpm package if you are installing TeamForge 17.1 on CentOS 7.3.
       • rpm -ivh compat-ctf-dc-media-1.0-1.el7.centos.noarch.rpm
    4. Note: If the Red Hat Enterprise Linux/CentOS installation DVD is mounted already, skip the following instructions. If not, mount the DVD.
       Mount the Red Hat Enterprise Linux/CentOS installation DVD. The DVD contains the necessary software and utilities required for installing TeamForge without internet access.

       In the following commands, replace "cdrom" with the identifier for your server's CD/DVD drive, if necessary.

       • cd /media/
       • mkdir cdrom
       • mount /dev/cdrom ./cdrom/

       If there are any spaces in the automount, unmount it first and mount it as a filepath, with no spaces.

    5. Create a yum configuration file that points to the Red Hat Enterprise Linux/CentOS installation DVD.
       • vi /etc/yum.repos.d/cdrom.repo
       Here's a sample yum configuration file.

       [RHEL-CDROM] 
       name=RHEL CDRom 			
       baseurl=file:///media/cdrom/Server/
       gpgfile=file:///media/cdrom/RPM-GPG-KEY-redhat-release 
       enabled=1
       gpgcheck=0

    6. Verify your yum configuration files.
       • yum list httpd
       • yum list apr
12. Install the following application packages.
    1. To install the TeamForge application packages run the following command:
       • yum install teamforge
       Attention: TeamForge installer is being optimized quite a bit. It's likely that you might come across a lot of warning messages while upgrading from TeamForge 8.2 (or earlier) to TeamForge 17.1 on the same hardware (when you run the yum install teamforge command). You can safely ignore such warning messages and proceed with the upgrade.

       Run the following command to install the Binary application packages.

       • yum install cn-binary

Do this on the Database Server - server-03

13. Upgrade the operating system packages.
    • yum upgrade
14. If the TeamForge server has SELinux enabled, disable it temporarily while installing or upgrading TeamForge. TeamForge create runtime fails otherwise.
    1. Verify if SELinux is running in enforcing mode.
       • getenforce
    2. If the output of the getenforce command is either "Disabled" or "Permissive", SELinux is already disabled.
    3. If not disabled, run the following command to disable SELinux.
       • setenforce 0
15. Configure your TeamForge installation repository.
    • TeamForge installation repository configuration for sites with internet access
    1. Contact the CollabNet Support and download the TeamForge 17.1 installation repository package to /tmp.
    2. Install the repository package.
       • yum install -y /tmp/collabnet-teamforge-repo-17.1-1.noarch.rpm
    3. Refresh your repository cache.
       • yum clean all
    • TeamForge installation repository configuration for sites without internet access
    1. Contact the CollabNet Support to get the auxiliary installer package for TeamForge 17.1 disconnected installation and save it in /tmp.
       • Red Hat Enterprise Linux/CentOS 6.8 64 bit RPM package: CTF-Disconnected-media-17.1.556-48.rhel6.x86_64.rpm
       • Red Hat Enterprise Linux/CentOS 7.3 64 bit RPM package: CTF-Disconnected-media-17.1.556-48.rhel7.x86_64.rpm
         Note: In addition to the above CentOS 7.3 64 bit RPM package, you must get the following CentOS 7.3 compatibility RPM, which is required for TeamForge 17.1 disconnected media installation on CentOS 7.3 profile: compat-ctf-dc-media-1.0-1.el7.centos.noarch.rpm.
    2. Unpack the disconnected installation package.
       • rpm -Uvh <package-name>
    3. Unpack the compat-ctf-dc-media-1.0-1.el7.centos.noarch.rpm package if you are installing TeamForge 17.1 on CentOS 7.3.
       • rpm -ivh compat-ctf-dc-media-1.0-1.el7.centos.noarch.rpm
    4. Note: If the Red Hat Enterprise Linux/CentOS installation DVD is mounted already, skip the following instructions. If not, mount the DVD.
       Mount the Red Hat Enterprise Linux/CentOS installation DVD. The DVD contains the necessary software and utilities required for installing TeamForge without internet access.

       In the following commands, replace "cdrom" with the identifier for your server's CD/DVD drive, if necessary.

       • cd /media/
       • mkdir cdrom
       • mount /dev/cdrom ./cdrom/

       If there are any spaces in the automount, unmount it first and mount it as a filepath, with no spaces.

    5. Create a yum configuration file that points to the Red Hat Enterprise Linux/CentOS installation DVD.
       • vi /etc/yum.repos.d/cdrom.repo
       Here's a sample yum configuration file.

       [RHEL-CDROM] 
       name=RHEL CDRom 			
       baseurl=file:///media/cdrom/Server/
       gpgfile=file:///media/cdrom/RPM-GPG-KEY-redhat-release 
       enabled=1
       gpgcheck=0

    6. Verify your yum configuration files.
       • yum list httpd
       • yum list apr
16. Stop TeamForge.
    If you are upgrading from TeamForge 16.7 or earlier releases:

    • /etc/init.d/collabnet stop all
    If you are upgrading from TeamForge 16.10:

    • /opt/collabnet/teamforge/bin/teamforge stop
17. Go to /opt/collabnet/teamforge/runtime/temp and look for .marker files. If found, remove the .marker files.
    • cd /opt/collabnet/teamforge/runtime/temp
    • rm -rf *.marker
18. Install the TeamForge database packages.
    • yum install teamforge-database
19. Set up your site's master configuration file.
    1. Set up your site options. See Site options change log for a list of new and obsolete tokens.
       • vi /opt/collabnet/teamforge/etc/site-options.conf
    2. TeamForge 16.7 and later versions support automatic JAVA_HOME configuration. Remove the JAVA_HOME token, if present, from the site-options.conf file.
    3. Configure the services and domain name tokens.

       server-03:SERVICES = ctfcore-database ctfcore-datamart

       server-01:SERVICES = ctfcore mail etl search subversion cvs codesearch gerrit gerrit-database binary binary-database reviewboard reviewboard-database

    4. Attention: SSL is enabled by default and a self-signed certificate is auto-generated. Use the following tokens to adjust this behavior. To generate the SSL certificates, see Generate SSL certificates.
       Have the custom SSL certificate and private key for custom SSL certificate in place and provide their absolute paths in these tokens. SSL_CHAIN_FILE (intermediate certificate) is optional.

       SSL_CERT_FILE=

       SSL_KEY_FILE=

       SSL_CHAIN_FILE=

       Important: You need to add the SSL certificate to the Java keystore if the site uses a self-signed certificate. For instructions on adding the self-signed certificate to the Java keystore, see Protect integrations with SSL.
    5. If the token REQUIRE_PASSWORD_SECURITY is enabled, then set a value for the token, PASSWORD_CONTROL_EFFECTIVE_DATE.
       CAUTION:
       The Password Control Kit (PCK) disables, deletes or expires user accounts that don't meet the password security requirements starting from the date set for the PASSWORD_CONTROL_EFFECTIVE_DATE token. If a date is not set, the PCK disables, deletes or expires user accounts immediately. See PASSWORD_CONTROL_EFFECTIVE_DATE for more information.
    6. TeamForge 7.1 and later support automatic password creation. See AUTO_DATA for more information.
    7. To enable the history protection feature of TeamForge Git integration, set the GERRIT_FORCE_HISTORY_PROTECTION=true. For more information, see GERRIT_FORCE_HISTORY_PROTECTION.
    8. If you have LDAP set up for external authentication, you must set the “REQUIRE_USER_PASSWORD_CHANGE” site options token to false.
    9. Make sure the PostgreSQL tokens in the site-options.conf file are set as recommended in the following topic: What are the right PostgreSQL settings for my site?
    10. Enable the POSTGRES_INTERFACE token in the site-options.conf file if the value of "ifconfig -a" is not eth0/enp0*.
    11. Configure the JBOSS_JAVA_OPTS site-options.conf token. See JBOSS_JAVA_OPTS.
        Important: All JVM parameters but -Xms1024m and -Xmx2048m have been hard-coded in the TeamForge core application. You need not manually configure any other parameter (such as -XX:MaxMetaspaceSize=512m -XX:ReservedCodeCacheSize=128M -server -XX:+HeapDumpOnOutOfMemoryError -Djsse.enableSNIExtension=false -Dsun.rmi.dgc.client.gcInterval=600000 -Dsun.rmi.dgc.server.gcInterval=600000) in the site-options.conf file.

        When you change the default value of a JVM parameter such as "-XX:HeapDumpPath", the JBoss runtime parameters include both the user defined and default values for the JVM parameter. However, JBoss runs with the user defined value and ignores the default value.

    12. Save the site-options.conf file.
20. Deploy services.
    • /opt/collabnet/teamforge/bin/teamforge provision

    The "provision" command prompts for response before it bootstraps or migrates data during TeamForge installation and upgrade respectively. Enter "Yes" or "No" to proceed. For more information, see The teamforge script.

Do this on the TeamForge Application Server (server-01)

21. Copy the site-options.conf file from the Database Server to the TeamForge Application Server's /opt/collabnet/teamforge/etc/ directory.
22. Set up your site's master configuration file.
    1. Set up your site options. See Site options change log for a list of new and obsolete tokens.
       • vi /opt/collabnet/teamforge/etc/site-options.conf
    2. TeamForge 16.7 and later versions support automatic JAVA_HOME configuration. Remove the JAVA_HOME token, if present, from the site-options.conf file.
    3. Update the services and domain name tokens.

       server-01:SERVICES = ctfcore mail etl search subversion cvs codesearch

       server-01:PUBLIC_FQDN = my.app.domain.com

       server-03:SERVICES = ctfcore-database ctfcore-datamart

       Add Gerrit identifiers if you are installing Git.

       server-01:SERVICES = ctfcore mail etl search subversion cvs 
       codesearch gerrit gerrit-database

       Add Binary identifiers if you are installing Nexus.

       server-01:SERVICES = ctfcore mail etl search subversion cvs 
       codesearch gerrit gerrit-database binary binary-database

       Add Review Board identifiers if you are installing Review Board.

       server-01:SERVICES = ctfcore mail etl search subversion cvs 
       codesearch gerrit gerrit-database binary binary-database reviewboard reviewboard-database

    4. Configure TeamForge site options to proxy EventQ through TeamForge. For more information, see "EventQ and TeamForge on two separate servers" section in this topic: Proxying EventQ through TeamForge. Also see Proxy settings and ports used by TeamForge EventQ services.
    5. Save the site-options.conf file.
23. Deploy services.
    1. Move all backup files and folders including the error folder to /tmp.
       Note: This step is required to make sure that there are no backup files and folders present in /opt/collabnet/teamforge/var/james/var/mail/ to avoid any delay during provisioning.
       • cd /opt/collabnet/teamforge/var/james/var/mail/
       • mv * /tmp
    2. Run the TeamForge provision command.
       • /opt/collabnet/teamforge/bin/teamforge provision

    The "provision" command prompts for response before it bootstraps or migrates data during TeamForge installation and upgrade respectively. Enter "Yes" or "No" to proceed. For more information, see The teamforge script.

24. Update the file permissions on your site's data.
    • /opt/collabnet/teamforge/runtime/scripts/fix_data_permissions.sh
    Note: This process can take a long time on sites with a lot of data.
25. If you have CVS integrations, synchronize permissions post upgrade. See, Synchronize TeamForge source control integrations.
26. Run the TeamForge post installation script. For more information, see post-install.py.
    • /opt/collabnet/teamforge/runtime/scripts/post-install.py

Do this on the EventQ Server (server-02)

27. Upgrade EventQ. See Upgrade EventQ.

Do this on the TeamForge Application Server (server-01)

28. Apply the finishing touches and make sure everything is running smoothly after upgrading to TeamForge 17.1.
    1. Log on to the TeamForge web application using the default Admin credentials.
       • Username: "admin"
       • Password: "admin"
    2. If your site has custom branding, verify that your branding changes still work as intended. See Change your site's look and feel.
    3. Let your site's users know they've been upgraded. See Communicate with all site users at once.
29. Remove the backup files, if any, after the TeamForge site is up and running as expected. Remove the repository and the file system backup from the /tmp/backup_dir directory.