WebSphere Portal v6.1 Migration Rob Holt WebSphere Portal Migration Lead

1. WebSphere Portal v6.1 MigrationRob HoltWebSphere Portal Migration Lead

2. Agenda • Overview • Migration • Preparing for migration • Migration Process Overview • Framework • Problem Determination • Common User Errors and Best Practices

3. Agenda • Overview • What is migration • Migration Plan Roadmap • Assessment • Planning • Skills • Runtime Environment Migration • Development Environment • Application Code Migration • Test • Production • Review the results • Supported migration paths • Components to migrate • What is migrated automatically • Migration • Preparing for migration • Migration Process Overview • Framework • Problem Determination • Common User Errors and Best Practices

4. What is Migration • Migration - Moving your existing data and functionality from one WebSphere Portal release to a newer WebSphere Portal release. • Migration does not include the merging of new functionality with the old functionality. • Parallel function and performance • Migration considerations • More than just software development • Must consider the applications, infrastructure, education and culture • Migration process should not compromise day-to-day business • Manage complexity, expectations, expense and risk • Careful planning is required • Each situation is unique • There is no one standard plan

5. Migration Plan Roadmap Assessment • Assessment • Planning • Skills • Runtime Environment Migration • Development Environment • Application Code Migration • Test • Production • Review the results Planning Skills Development Environment Development Environment Runtime Environment Runtime Environment Code Migration Runtime Migration UnitTest Test Systems Test Production Review results

6. Assessment Assessment • Gather the people • Consider a core Migration team • Identify education requirements • Developer, Administrator… • Hardware requirements • Possible Upgrades, All levels • Topology assessment • Downtime tolerance, Failover support • Application architecture • Tightened specifications • Dependencies between apps • API removal, JDK changes • Vendor apps and WebSphere products • J2EE/JDK/WebSphere version requirements Planning Skills Development Environment Development Environment Runtime Environment Runtime Environment Code Migration Runtime Migration Unit Test Test Systems Test Production Review results

7. Planning Assessment • Build a plan based on assessment • Hardware requirements • Educational needs • Identify early adopters • Identify Pilot projects • Consider risk factors • Create an execution timeline • Include a rollback plan Planning Skills Development Environment Development Environment Runtime Environment Runtime Environment Code Migration Runtime Migration Unit Test Test Systems Test Production Review results

8. Skills Assessment • Plan for education • New development tooling • Changes in WebSphere Portal administration model • Changes in the latest WebSphere version • New standards • New features Planning Skills Development Environment Development Environment Runtime Environment Runtime Environment Code Migration Runtime Migration Unit Test Test Systems Test Production Review results

9. Runtime Environment • Migrate test systems iteratively • Development • Integration • System test • Performance • Pre-Production • Production • Based on your environment • Iterate through servers providing support • DB, HTTP, LDAP, etc… Assessment Planning Skills Development Environment Development Environment Runtime Environment Runtime Environment Code Migration Runtime Migration Unit Test Test Systems Test Production Review results

10. Development Environment • May require a change in IDE • Progress iteratively, expand outward • Assume application compatibility • Assess apps, based on known issues • If no changes required, perform standard regression • If development is required do it iteratively • Initially make changes that are required to support version migration • Reduces complexity of planning, diagnosis and debug - “Keep it Simple” • Test to the depth of test environment that fits your comfort level • Then do any necessary new code development and iterate following your standard practices • Address Deprecations at some point • Ideally as part of application maintenance Assessment Planning Skills Development Environment Development Environment Runtime Environment Runtime Environment Code Migration Runtime Migration Unit Test Test Systems Test Production Review results

11. Test/Production/Review Assessment • Run your standard test processes • Progress applications normally through the test environments • Ensure Performance is measured • Gather baseline measurement • Differences exist between WebSphere versions • JDK changes may have occurred • Have a rollback plan for production • Practice on another system earlier in the cycle • Review the results of the Migration • Update the plan for next time Planning Skills Development Environment Development Environment Runtime Environment Runtime Environment Code Migration Runtime Migration Unit Test Test Systems Test Production Review Results

12. Supported Migration Paths • Available paths: • WP 5.0.2.2+ Express  WP 6.1 • WP 5.1.0.X (recommended 5.1.0.4+)  WP 6.1 • Latest 2 v6.0 Portal Fixpacks • v6.0.1.3. and v6.0.1.4 • Migration is not a fixpack but a side by side operation, requiring a new install.

13. Components to Migrate There are many components that must participate in the migration process v5.x/v6.0 Portal Server v6.1 Portal Server

14. What is Migrated Automatically • Migration scripts attempt to migrate the following resources • WMM configuration – WMM attributes and associated database tables • Client configuration - Configuration information for all clients that are supported by WebSphere Portal. • Themes and skins configuration - Configuration information for themes and skins for WebSphere Portal. • Portlet Applications and portlets - Migration tasks are provided to facilitate deployment of the custom portlet applications. • Portlet configurations – Customized portlet application configuration is migrated. • Portal pages and places - The corresponding access control is migrated automatically with these artifacts. • User customizations –these are customizable settings that are associated with portlet instances. • Access control- Migration tasks migrate permissions page, porlet application, portlets, and user groups within the portal. • JCR Content – WCM and PZN data

15. Agenda • Overview • Migration • Preparing to Run Migration Scripts • Portal 6.1 Install • Prepare Prior Portal • Migration Process Overview • Framework • Problem Determination • Common User Errors and Best Practices

16. Portal 6.1 Install • Migration is side-by-side • Prepare WP 6.1 Portal configuration • Enable security to match prior Portal • Users in directory must match • Run database transfer • Reference the Portal InfoCenter for a list of required fixes • PK69311 • PK69096 • Validate Portal function • Verify admin login

17. Portal 6.1 Install, Continued • Do not cluster 6.1 Portal • Federate after migration • Validate Portal function • Ensure login is possible • Set the WAS and Portal admin ID and passwords to match those from the previous version • Customizations to the v6.1 portal should be avoided, they will be removed or can cause problems during migration • Start with fresh install • Do not deploy portlets • Do not create pages • Do not change access control • Do not delete pages

18. Prepare Prior Portal • Backup previous WebSphere Portal • Good idea even though v5.x migration does not make any changes • Required if you want to be guaranteed you can revert back to your v6.0 system • Install required fixes • Currently Available in <PortalServer_v61>/migration/fixes • Known fixes at the time of GA are included in the v6.1 installed image • PK64247 – Augments the customization domain for migrations from v6.0

19. Prepare Prior Portal • For v5.x Portals Disable user access • Set the portal to be active for read only access, this prevents the loss of updates while migration is executing. • If clustered, migrate from the primary node and prevent user access to that node during the execution of the portal-pre-upgrade task • Adjust HTTP server time out values to never time out, ideally the connection for the export process should use the internal WAS HTTP server port. • If using delegated user administration, verify the number of groups in the wmm.xml file is equal to or larger than the number of groups visible to Portal in the LDAP server, and specify the optional parameter to export groups when running the portal-pre-upgrade command.

20. Agenda • Overview • Migration • Preparing for migration • Migration Process Overview • Migration Scenarios • JCR Data Migration • Validation • Framework • Problem Determination • Common User Errors and Best Practices

21. Migration Scenarios • Portal configurations supported • Clustered • Standalone • Portal with process integration • Simplified over previous releases • High level perspective from v5.x • Export all portal artifacts • Import all portal artifacts • High level perspective v6.0 • Export required portal artifacts • v6.0 includes direct reuse of database information in some portal domains • Import required portal artifacts

22. V5.1 or v6.0.1.x Portal V5.1 or v6.0.1.x Portal V5.1 or v6.0.1.x Portal V5.1 or v6.0.1.x Portal V6.10 Portal V6.10 Portal V6.10 Portal V6.10 Portal Migration Scenarios, Cluster migration V5.x or v6.0 Deployment Manager Step 0 Initial configuration Step 1 • Migrate single node to standalone node Step 2 • Install Dmgr Step 3 • Federate node and create cluster V6.10 Deployment Manager Step 4 • Create additional cluster members

23. JCR Data Migration • Document Manager is no longer available in WebSphere Portal. Before migrating data, Web content previously stored as documents in a document library will need to be replaced with either file resource components or file resource elements stored in authoring templates, content items, sites or site areas • If document manager is in use, a solution to migrate PDM documents will become available in a future release of Quickr. • DB reuse when migrating from v6.0 eliminates the export/import of WCM and PZN data.

24. Validation • Before clustering and resuming deployment, validate the migration • Verify the following components migrated correctly: • User attributes • User groups roles access control • Collaboration portlets • Clients • Pages and places • User customizations • Credential vault data • Themes and skins • Portlet applications • Portlet configuration • Virtual resources • Verify performance after clustering • Additional details, see the migration topic in the Portal v6.1 Infocenter.

25. Agenda • Overview • Manual Migration • Preparing for migration • Migration Process Overview • Migration Scripts • Directory and file structure • Commands • Extended Migration Commands • v5.1 Additional Components • Filtering • How migration works • Problem determination • Common User Errors and Best Practices

26. Directory and file structure • The migration directory is located in <wp_root>/migration • Migration plugins live in <wp_root>/migration/components

27. Commands • Automated core migration tasks: • portal-pre-upgrade – Executed against the source server • Run using the supplements CD if in a remote migration scenario • Run from the v6.1 installed image for same server migration • Generates a backup directory which contains the artifacts to move to v6.1 • Portal-post-upgrade – Executed against the target server • Imports the old configuration into v6.1 • Migration is extendable, currently this extensibility framework is not available for customer usage. The documentation and support is not ready for general use. L2 or L3 may provide patches through the extensibility framework. • Currently used by some components to provide IBM Portlet to JSR 168 conversion and to manage other changes in Portlets from release to release. • Additional custom migration tasks can be plugged into the migration framework. • Additional filtering can be added

28. Extended Migration Commands • Deployment manager security migration • migrate-wmm-to-vmm – Executed on the primary node immediately after federation to restore security. • Copy backup dir to DMgr host under the same path where it exists on the primary node • update-nodetypes • ConfigEngine task • Use in the case where a “re-migration” of the JCR data is required

29. V5.1 Additional Components - WCM • Install WCM migration tool • ConfigEngine configure-wcm-migration • Migrate all the WCM data • wcmmigrate all-data • Migrate WCM users • wcmmigrate users • Configure rendering portlets • wcmmigrate configure-local • wcmmigrate configure-remote • Remove the WCM migration tool • WPSconfig.bat remove-wcm-migration

30. V5.1 Additional Components - PZN • Migrate from 5.1 • WPmigrate migrate-pzn-50x • WPmigrate migrate-pzn-51x • Migrate exported 5.1 data • WPmigrate migrate-pzn-svData-transform-51x

31. How it works • Migration from v5.x to v6.1 • Requires full export and import of all data • Very similar to v5.x to v6.0 migration • Migration from v6.0 to v6.1 • New approach which allows for DB sharing and DB reuse • Significantly reduces down time some scenarios can be migrated with zero downtime

32. prod Resource 3 prod. Resource 2 Release Portal Portal DB Portlets Portlets Content Nodes Content Nodes Templates Templates Schema Wps.content.root Wps.content.root Applications Applications Resource My Portal My Portal … … .. .. Admin @ Content Node Admin @ Content Node Action Set 1 Action Set 1 Resource Resource Resource User @ User @ MyPortal MyPortal Action Set 2 Action Set 2 prod prod Resource 3 Resource 3 prod. prod. prod. prod. Resource Resource Resource 2 Resource 2 JCR Community JCR Community Release Resource1 Resource1 value value abc abc Resource 1 Resource 1 Resource 2 Resource 2 value value Resource 2 Resource 2 Resource1 Resource1 Resource 3 Resource 3 .. .. .. .. Resource x Resource x Resource 2 Resource 2 Resource 3 Resource 3 Resource x Resource x value value Weak References Referential Referential Integrity Integrity Resource x Resource x Resource y Resource y .. .. .. .. LDAP How it works – DB Reuse approach v6.0 portal Connect to existing user repository Install v6.1 portal DB transfer release and Community domains Execute Portal migration tasks Move required v6.0 resources into the v6.1 portal Shutdown previous Portal Server Connect to previous customization, LM,FB,Sync, and copied JCR domains LM,FB,Sync Copy JCR domain Customization

33. Agenda • Overview • Manual Migration • Preparing for migration • Migration Process Overview • Migration Scripts • Problem determination • Log files • Information to be Collected • Common User Errors and Best Practices

34. Log files • Log files are created using the command line scripts • The logs created by the command line script help you debug migration process failures. The following log files are useful for debugging issues • <wp_profile_root>/PortalServer/log/MigrationTrace.log • <wp_profile_root>/ConfigEngine/log/ConfigTrace.log • Log files may refer to other files created in the migration backup directory. • XmlAccess import result files

35. Information to be Collected • OS • OS level • Fix packs • Portal levels – Including fix pack and iFix levels for previous and v6 Portal • Log files: • <wp_root>/log/MigrationMessages.log • <wp_root>/log/MigrationTrace.log • <wp_root>/migrationwizard.log • <wp_root>/migrationwizardlog.txt • All temporary work files and previous portal information used in the migration process. This includes the allout.xml, importAll.xml, template files, previous wpconfig.properties, etc… • Instruct the user to zip the Portal backup directory or a subset of the backup directory

36. Agenda • Overview • Manual Migration • Preparing for migration • Migration Process Overview • Migration Scripts • Problem determination • Common User Errors and Best Practices • Limitations • Common Errors • Custom XmlAccess Migration • Portal Resources

37. Migration limitations • Manual recreation of all process tasks required if the customer is using WBI. WBI -> WPS conversion is not automatic. Limitation in the WPS product. • V5.1 Requires a re-write • V6.0 If using a local process container the migration complexity is high • XmlAccess can not migrate large numbers of users • Export requires a significant amount of resources. • Admin Portal access control is not migrated. • Permissions on default admin portlets must be manually recreated • Permissions on clones on non OOB admin pages do get migrated • Some cloned admin portlets may require the manual setting of configuration parameters • Changes to admin pages must be manually recreated. • Includes additional portlets added to pages, themes, skins, etc… • Admin page access needs to be recreated as well. • v5.10 transformations have been modified, there are manual steps required to fix the transformation. • There is no undo, the changes made during the migration process can not be automatically undone, • Imperative that the user backs up their initial portal configuration if it is faster than a reinstall.

38. Migration limitations • Migration of portlets within EAR files requires the user to manually deploy the portlets but not register them prior to executing the portal-post-upgrade migration command • Update the ear mapping file for custom deployment paths • Services and services settings are not migrated automatically. • Service jar files need to be manually redeployed • service-settings must be manually re-created • Some wires may not be migrated • Private wires for instance • Search indexes must be recreated • Taglib for people awareness has been changed in v6.1, requires updating in older themes • Not compatible with v5.1 • V6.0 taglib slower performance • MS SQL Server 2000 is not supported • v6.0 must be upgraded to use MS SQL Server 2005 prior to migrating • Customized migration, by default is not part of the migration framework. • The migration framework allows customization code to be plugged in.

39. Common Errors and Best Practices • Information in the infocenter is not read and understood before migration is attempted. • All required pre-migration steps are not performed • Corrective service not applied to the previous Portal. • Attempting to connect through the HTTP server which times out and drops the connection. • This problem may occur during the export and may manifest itself on the during import, the symptom is an allout.xml that is not a properly formatted xml file. • Improper WAS admin uid/pwd specified • Improper Portal admin uid/pwd specified • Database URL not in the proper format for portal-pre-upgrade release.DbUrl=jdbc:db2://<your db server>:50000/wps60db:returnAlias=0; Should be: release.DbUrl=jdbc:db2://superman2.raleigh.ibm.com:50000/wps60db

40. Common Errors and Best Practices (cont) • Current portal installation has not been verified. • User never attempted to log in • User is attempting to migrate into a clustered node, this is not supported • After federation of migrated node the security settings have disappeared • migrate-wmm-to-vmm task needs to be executed against deployment manager • Not enough memory is allocated to the process that is performing migration. • User resources not removed from portal when they have been removed from LDAP. • Execute the clean users task to re-assign ownership • Users do not restart the v6.1 Portal after migration, migrated themes and skins or pages may not show up properly • Attempting to migrate Portal on a machine with limited resources or other servers running on them. Severe resource contention will cause failures, timeouts on DB or LDAP connections

41. Common Errors and Best Practices (cont) • Rational Application Developer • Portal Toolkit v5/v6.0 projects must be migrated to a RAD which supports Portal v6.1 (TBD) • RAD can help with some manual portlet upgrade • Transfer LDAP users if needed • This is not recommended to be done before migration. The customer should migrate using the same user repository. The user should verify the migrated portal, then change the LDAP repositories. • For migration from v6.0, special care must be taken to propagate the extID if users must be moved into a new repository • Validate WMM configuration is valid before attempting migration • Ensure cross registry groups are not configured in WMM unless the backing registry supports this configuration • Ensure base entries exist • Ensure LDAP server information is valid • Deploy required SSL certificates in the default trust store for v6.1 • Values in the WmmVmmDBMigration.properties not configured correctly • Need to specify the full DN for the previous portal admin user and group • DB driver needs to be same as what is used by WAS • DB driver must be copied to AppServer/lib directory • Old and new Portal and WebSphere user ID must be the same • Short login name and password must be valid in both the old and new portal • Custom versions of OOB portlets fail • Different war file names can cause a conflict when doing an update

42. Common Errors and Best Practices (cont) • Custom content may require manual updates to get new function. • Custom themes and skins • Custom themes from v5.0 Express will require modifications • Changes in Search will require manual modifications to themes • Change to people component components will require manual updates to themes • Manual modification is required to take advantage of the v6.1 features such as drag and drop, fly out, context menus, etc… • Custom portlets • C2A Portlets and Struts portlets may require updating • Most other portlets should run as is • If the customer wants to upgrade their portlets, it is recommended they migrate their previous portal first then upgrade their portlets. • Custom xmlaccess scripts – XmlAccess is forward compatible. • If the customer has existing XmlAccess scripts they used to create their previous portal and they do not wish to perform a full migration, they can use the XmlAccess script used to set up their previous portal. • Other manual steps • Rational Application Developer – Refer to the Portal and RAD infocenter for migrating the development environment. • Redeployment of custom services

43. Common Errors and Best Practices (cont) • Most custom portlets run unchanged on WP v6, portlets built that take advantage of WMM API’s will need modification • Migrating Struts and C2A portlets require repackaging with updated jars • Details on this conversion is covered in the infocenter. • If using CredentialVaultService.getDefaultUserVaultSegmentId() API • Migrating the credential vault is covered in the infocenter. • Change com.ibm.wps.util.ObjectId com.ibm.portal.ObjectId Portlets deployed using the portal interfaces are automatically migrated Pre-deployed portlets now only need to be installed on v6.1 Migration scripts will install custom portlets

44. Common Errors and Best Practices (cont) • Modified admin portlets cause failures • If a modified admin portlet has been deployed in a previous version, manual steps may be required. • Ensure DbSafe mode is not enabled when applying iFix PK64247 • Ensure a backup is made for the <AppServer>/lib directory • Will be required to be restored if changes to the VMM DB repository configuration are needed and SqlServer and DB2 z/OS are used

45. Custom XmlAccess Script Migration • Use of the WebSphere Portal migration scripts is not required, existing XmlAccess scripts may be sufficient, provided certain conditions are met • WMM UR is not in use • No customizations are enabled • No admin portlets are included in the deployment scripts • No dependencies on OOB content, • etc… • WebSphere Portal v5.x/v6.0 XML access scripts are fully compatible with WP 6.1 • These scripts are compatible however the expected results after import may be unexpected. A full export of a previous server and import of the export into a v6.1 portal may not work. • Your v5.x/v6.0 XmlAccess scripts used to prime your previous portal will work on v6.1. • LPID -> GUPID my be an issue. The use of the identification mapping service may be required to create unique object ID’s in the new Portal. • How migration handles domains for v5.x migrations: • The content is automatically stored in the default domain, core migration does not explicitly set domain attributes

46. Portal Resources • Best resource for migration commands

47. Portal Resources • White papers for migration from v5.1 and v6.0 • http://www-1.ibm.com/support/docview.wss?rs=688&uid=swg27012698 • WebSphere Portal Documentation • http://www-128.ibm.com/developerworks/websphere/zones/portal/proddoc.html • 6.1 Information Center: • http://infocenters.lotus.com/help5/index.jsp (Preview) • Developerworks: WebSphere Portal Zone • http://www-106.ibm.com/developerworks/websphere/zones/portal/ • Questions or concerns regarding the migration content in the WebSphere Portal 6.1 Information Center? • Please contact Mary Carbonara (mary_carbonara@us.ibm.com, 617-693-7988) for further assistance • Migration Central - Support Web Site • http://www-01.ibm.com/support/docview.wss?rs=688&context=SSHRKX&context=SS3JLV&context=SS3NNG&context=SSYJ99&context=SSRUWN&context=SS6JVW&q1=migration&uid=swg21296071&loc=en_US&cs=utf-8&lang=en

48. Thank You Questions & Answers