Upgrade to TeamForge 8.1 - Reporting services on a separate server

In this procedure, we'll assume that you are upgrading on the same server where your existing TeamForge 8.0 site is running.

Do the following on the application server - my.app.host

1. Uninstall the TeamForge CLI add-on.
   • cd /opt/collabnet/teamforge/add-ons/teamforge_cli_server
   • ./install --uninstall
   • zypper remove teamforge_cli_server
2. Stop TeamForge.
   • /etc/init.d/collabnet stop
3. Back up your site's operational database.
   Tip: /tmp/backup_dir is just an example. You can use any directory or partition you prefer to store your backup files.
   1. Create a /backups directory in /var/lib/pgsql/ and change ownership to postgres.
      • cd /var/lib/pgsql/
      • mkdir backups
      • chown -R postgres:postgres backups
   2. Make a dump file of your site operational database. You have to do a PostgreSQL dump because we are upgrading the PostgreSQL application as part of this upgrade.
      • su - postgres
      • /usr/bin/pg_dumpall > /var/lib/pgsql/backups/teamforge_data_backup.dmp
      • exit
      Copy the database backup to the backup directory.
      • mkdir -p /tmp/backup_dir
      • cp /var/lib/pgsql/backups/teamforge_data_backup.dmp /tmp/backup_dir/
4. Back up the file system data.
   Tip: /tmp/backup_dir is just an example. You can use any directory or partition you prefer to store your backup files.
   1. Make an archive file with the following data directories:

      Directory	Contents
      /opt/collabnet/teamforge/var	User-created data, such as artifact attachments
      /svnroot	Subversion source code repositories
      /sf-svnroot	Subversion repository for branding data
      /cvsroot	CVS source code repositories (not present on all sites)
      /gitroot	GIT source code repositories

      • cp -Rpfv /svnroot /sf-svnroot /cvsroot /opt/collabnet/teamforge/var /tmp/backup_dir
      If GIT integration is enabled, do the following:
      • mkdir /tmp/backup_dir/gerrit
      • cp -Rpfv /gitroot /tmp/backup_dir
      • cp -Rpfv /opt/collabnet/gerrit/ /tmp/backup_dir/gerrit
   2. Back up your SSH keys, if any.
   3. Back up your SSL certificates and keys, if any.

Do this on the reports server - my.reports.host

5. Back up your reporting database.
   Tip: /tmp/backup_dir is just an example. You can use any directory or partition you prefer to store your backup files.
   • su - postgres
   • /usr/bin/pg_dumpall > /var/lib/pgsql/backups/teamforge_reporting_data_backup.dmp
   • exit
   Copy the database backup to the backup directory.
   • mkdir /tmp/reportsbackup_dir
   • cp /var/lib/pgsql/backups/teamforge_reporting_data_backup.dmp /tmp/reportsbackup_dir/

Do this on the application server - my.app.host

6. Configure your TeamForge 8.1 installation repository. See TeamForge installation repository configuration for SUSE.
7. If the PostgreSQL database is running locally, stop the PostgreSQL service.
   • /etc/init.d/postgresql stop
8. Install the following application packages.
   1. TeamForge: To install the TeamForge application packages run the following command:
      • zypper install teamforge collabnet-binary
   2. GIT: To install the GIT packages run the following command:
      • zypper install teamforge-git
   3. Black Duck Code Sight: To install the Black Duck Code Sight packages run the following command:
      • zypper install teamforge-codesearch
9. In the site-options.conf file, make sure you do the following.
   Note: Back up your site-options.conf file before making any changes.
   • vi /opt/collabnet/teamforge-installer/8.1.0.1/conf/site-options.conf
   1. Update the host name and domain name, if required.

      HOST_localhost=app database indexer subversion cvs

      HOST_my.reports.domain.com=datamart etl

      DOMAIN_localhost=my.app.domain.com

      Add 'gerrit' to the HOST_localhost token if you are installing Git.

      HOST_localhost=app database indexer subversion cvs gerrit

      Add 'codesearch' to the HOST_localhost token if you are installing Black Duck Code Sight.

      HOST_localhost=app database indexer subversion cvs codesearch

   2. Turn on the SSL for your site by editing the relevant variables in the site-options.conf file. To generate the SSL certificates, see Generate SSL certificates.

      • SSL=on

      • SSL_CERT_FILE

      • SSL_KEY_FILE

      • SSL_CHAIN_FILE

      Note: The SSL_CERT_FILE and SSL_KEY_FILE tokens need an absolute path. The SSL_CHAIN_FILE token is optional.
   3. If your site is running in SSL mode (SSL=on), add the following java runtime property to the JBOSS_JAVA_OPTS token.

      JBOSS_JAVA_OPTS=-Xms1536m -Xmx1536m -XX:MaxPermSize=512m -server -XX:+HeapDumpOnOutOfMemoryError -XX:HeapDumpPath=/tmp -verbose:gc -XX:+
      PrintGCTimeStamps -XX:+PrintGCDetails -Djsse.enableSNIExtension=false -Dsun.rmi.dgc.client.gcInterval=600000 -Dsun.rmi.dgc.server.gcInterval=600000
      

   4. 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.
   5. TeamForge 7.1 and later support automatic password creation. See AUTO_DATA for more information.
   6. Password obfuscation
      

      The password obfuscation is enabled by default. As a result, all password-related tokens are encrypted in all the TeamForge configuration files.

      Restriction: The password-related tokens cannot contain the following characters in the site-options.conf file: $<>/\'"`
      • To disable password obfuscation, set OBFUSCATION_ENABLED=false.
      • To configure the obfuscation key, set OBFUSCATION_KEY=<Any AlphaNumeric value with length >= 8 bytes>. The default value of OBFUSCATION_KEY token is XSJt43wN.
   7. Ensure to set the token DEDICATED_INSTALL=true.
   8. Include the list of non-expiring TeamForge user accounts (password never expires).

      USERS_WITH_NO_EXPIRY_PASSWORD=admin,nobody,system,scmviewer,scmadmin

   9. Make sure that the following tokens have a value if ETL is enabled.

      SOAP_ANONYMOUS_SHARED_SECRET

      ETL_SOAP_SHARED_SECRET

   10. Configure Black Duck Code Sight tokens. See Black Duck Code Sight site-option tokens.
   11. 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.
   12. If you have LDAP set up for external authentication, you must set the “REQUIRE_USER_PASSWORD_CHANGE” site options token to false.
   13. Save the site-options.conf file.
10. As JDK is upgraded to 1.8.0_45, move the existing runtime directory before create-runtime.
    • cd /opt/collabnet/teamforge/
    • mv runtime/ runtime_old
11. Run the install_jdk_suse.sh script.
    • cd /opt/collabnet/teamforge-installer/8.1.0.1
    • ./install_jdk_suse.sh
12. Recreate the runtime environment.
    • cd /opt/collabnet/teamforge-installer/8.1.0.1
    • ./install.sh -r -I -V
13. Restore your site data.
    1. Reload the PostgreSQL data.
    • su - postgres
    • /usr/bin/psql < /tmp/backup_dir/teamforge_data_backup.dmp
    • exit
14. Recreate the runtime environment to set the database credentials.
    • cd /opt/collabnet/teamforge-installer/8.1.0.1
    • ./install.sh -r -I -V

Do this on the reports server - my.reports.host

15. Configure your TeamForge 8.1 installation repository. See TeamForge installation repository configuration for SUSE.
16. If the PostgreSQL database is running locally, stop the PostgreSQL service.
    • /etc/init.d/postgresql stop
17. Install the TeamForge database packages.
    • zypper install teamforge-database teamforge-etl
18. Copy the site-options.conf file from my.app.host and modify the token settings.
    Note: If you choose to use the old site-options.conf file, don’t forget to copy the AUTO_DATA token from the application server.
    1. Set the following tokens.

       HOST_my.reports.host=datamart etl

       Note: 'HOST_my.reports.host' is just an example. As you are installing reporting services on a separate server, do not use 'HOST_localhost'. Use 'HOST_<valid host name>' instead.

       DOMAIN_my.reports.host=my.reports.domain.com

       HOST_my.app.domain.com=app database indexer subversion cvs

    2. Save the site-options.conf file.
19. As JDK is upgraded to 1.8.0_45, move the existing runtime directory before create-runtime.
    • cd /opt/collabnet/teamforge/
    • mv runtime/ runtime_old
20. Run the install_jdk_suse.sh script.
    • cd /opt/collabnet/teamforge-installer/8.1.0.1
    • ./install_jdk_suse.sh
21. Recreate the runtime environment.
    • cd /opt/collabnet/teamforge-installer/8.1.0.1
    • ./install.sh -r -I -V
22. Restore your reports data.
    1. Reload the PostgreSQL data.
       • su - postgres
       • /usr/bin/psql < /tmp/reportsbackup_dir/teamforge_reporting_data_backup.dmp
       • exit
23. Recreate the runtime environment to set the database credentials.
    • cd /opt/collabnet/teamforge-installer/8.1.0.1
    • ./install.sh -r -I -V

Do this on the application server - my.app.host

24. Convert your site data to work with TeamForge 8.1.
    Tip: Before you kick off the data migration, do the following:

    • Use the /etc/init.d/collabnet status command to make sure the JBoss, Tomcat and Tomcatcs services are stopped.
    • If any of the trackers in your project already contains a field with the name team, conflict may arise while running the migrate.py script. This is because of the inclusion of the Team feature in TeamForge 8.0. To prevent this conflict, follow the steps given in FAQ on troubleshooting.
    • /opt/collabnet/teamforge/runtime/scripts/migrate.py
    The migrate.py script locates the existing site data and modifies it as needed.

    This includes configuration data for LDAP and the James mail server. Any modifications that you have applied to these components on your old site are reproduced on your upgraded TeamForge 8.1 site.

25. Start TeamForge.
    • /etc/init.d/collabnet start
26. If you have CVS integrations, synchronize permissions post upgrade. See, Synchronize TeamForge source control integrations.
27. Run the TeamForge post installation script. For more information, see post-install.py.
    • /opt/collabnet/teamforge/runtime/scripts/post-install.py
    Note: In case you face any GIT-related issues while running the post-install.py script, see Post install fails for GIT. What should I do?.
28. Important: This step is required if and only if you have reporting enabled and are upgrading to TeamForge 8.1.
    If you have reporting enabled, it is more likely that you would have run initial load jobs and set up incremental load jobs on your site. See etl-client.py for more information on initial and incremental load jobs. TeamForge 8.1 and later have custom-defined tracker fields included in the datamart.
    1. Run the following commands assuming you have tracker incremental load job set up on your site and that you just want to have your datamart loaded with prospective updates to custom-defined tracker fields. Your incremental load job would fail if the following commands are not run.
       • cd /opt/collabnet/teamforge/runtime/scripts
       • ./etl-client.py –a
       • ./etl-client.py –r LoadFlexFields
       Going forward, the tracker incremental load job loads all prospective changes to custom-defined tracker fields to your datamart.
    2. On the other hand, you can bootstrap your datamart and manually run the initial load jobs again, so that your datamart is loaded with data from historical custom-defined tracker fields, while at the same time is ready for prospective updates as well.
       CAUTION:
       However, keep in mind you are bootstrapping your datamart (reporting DB) and you may have to run the tracker initial load job anyway, which may take a while to complete depending on your volume of data during which your reporting would not be available. You may also lose all the data related to UserLoggedInActivity. Run the following commands if you understand the situation at hand.
       • /etc/init.d/collabnet stop
       • /opt/collabnet/teamforge/runtime/scripts/bootstrap-reporting-data.py
       • /etc/init.d/collabnet start
       • /opt/collabnet/teamforge/runtime/scripts/etl-client.py –r SCMCommitActivityJob
       • /opt/collabnet/teamforge/runtime/scripts/etl-client.py –r TrackerInitialJob
29. Run the svn_cache.sh script.
    • cd /opt/collabnet/teamforge/runtime/scripts/codesearch/
    • ./svn_cache.sh <Repository Base URL Path of the SCM Integration Server>

    Provide a repository base URL path of the SCM integration server, for example, "http://myint.box.net/svn/repos", where myint.box is the server with the SCM integration server.

    In addition, if you add a new integration server at some point later, you must run this svn_cache.sh script, (after creating the new integration server), on the TeamForge application server.

30. Apply the finishing touches and make sure everything is running smoothly after upgrading to TeamForge 8.1.
    Important: Do not delete the teamforge-installer/8.1.0.1 directory. You will need it for future maintenance and upgrades.
    1. Log into your site as the administrator.
    2. If your site has custom branding, verify that your branding changes still work as intended. See Customize anything on your site.
    3. Let your site's users know they've been upgraded. See Communicate with all site users at once.
31. 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.