# Installation and Upgrade Guide

# Upgrade

This chapter describes the process of upgrading from previous versions of Collaboration to the current version.

To upgrade Collaboration:

1. Review the supported upgrade paths. For details, see Upgrade Paths.
2. Follow the appropriate upgrade procedure for your existing version of Collaboration.

## Upgrade Paths

This section describes the paths that are available to upgrade to Collaboration 4.5 MP1.

Note: | All upgrade paths are between two systems of the same operating system brand, but not necessarily the same operating system version. Check current hardware and software requirements and make any required upgrades to operating system or database software prior to proceeding with the Collaboration upgrade.
Upgrade Path | Upgrade References
--- | ---
Collaboration 4.2, 4.2 MP1 to Collaboration 4.5 MP1 Collaboration 4.1, 4.1 SP1, 4.1 SP2 to Collaboration 4.5 MP1 Collaboration 4.0.2 to Collaboration 4.5 MP1 | Follow the procedure described in Upgrading from Collaboration 4.x to Collaboration 4.5 MP1.
Collaboration Server 3.x to Collaboration 4.5 MP1 | Follow the procedure described in Upgrading from Collaboration Server 3.x to Collaboration 4.5 MP1.
Collaboration Server 2.x to Collaboration 4.5 MP1 | Follow the procedure described in Upgrading from Collaboration Server 2.x to Collaboration 4.5 MP1.

## Upgrading from Collaboration 4.x to Collaboration 4.5 MP1

This section describes how to upgrade from Collaboration 4.x to Collaboration 4.5 MP1.

To upgrade from Collaboration 4.x to Collaboration 4.5 MP1:

1. Run the Collaboration installer. For details, see Running the Installer During Upgrade.
2. Upgrade the portal and Collaboration databases. Run the Collaboration database upgrade script appropriate for your previous version of Collaboration. For details, see Upgrading the Portal and Collaboration Databases.
3. Import the Collaboration migration package. For details, see Importing the Collaboration Migration Package.
4. (Image Service on IIS only) Configure the Image Service to work with the AquaLogic Notification Service. For details, see Starting and Verifying the Installation.
5. Start Collaboration and verify the installation. For details, see Starting and Verifying the Installation.
6. Rebuild the Collaboration search collection. For details, see Rebuilding the Collaboration Search Collection.

## Upgrading from Collaboration Server 3.x to Collaboration 4.5 MP1

This section describes how to upgrade from Collaboration Server 3.x to Collaboration 4.5 MP1.

If you are currently running Collaboration Server 3.x, you must first upgrade to Collaboration Server 4.0.2. Refer to the Installation Guide for Plumtree Collaboration Server 4.0.2 for information on this upgrade path.

After upgrading to Collaboration Server 4.0.2, upgrade to Collaboration 4.5 MP1 according to the instructions described in Upgrading from Collaboration 4.x to Collaboration 4.5 MP1.

## Upgrading from Collaboration Server 2.x to Collaboration 4.5 MP1

This section describes how to upgrade from Collaboration Server 2.x to Collaboration 4.5 MP1.

If you are currently running Collaboration Server version 2.x, you must first upgrade to Collaboration Server 3.0.2. Refer to the Installation Guide for Plumtree Collaboration Server 3.0 for information on this upgrade path.

After upgrading to Collaboration Server 3.0.2, you must upgrade to Collaboration Server 4.0.2. Refer to the Installation Guide for Plumtree Collaboration Server 4.0.2 for information on this upgrade path.

After upgrading to Collaboration Server 4.0.2, upgrade to Collaboration 4.5 MP1 according to the instructions described in .

Note: | UNIX/Linux users - Collaboration 3.x was released only on Windows. The installation of 3.0.2 must take place on a Windows machine.

## Running the Installer During Upgrade

To run the installer during upgrade:

1. Back up the portal and Collaboration databases. This allows you to recover your data if there is a problem during installation. For more information, see your database documentation.
2. Stop Collaboration.
3. If you have an existing Notification Service from your previous installation of Collaboration, disable or uninstall it. The Notification Service that was previously included in the Collaboration installer has been replaced by the AquaLogic Notification Service and is included in the AquaLogic Interaction installer. The AquaLogic Notification Service is a required component of AquaLogic Interaction and should be installed and configured as part of your AquaLogic Interaction installation.
4. Stop the Search Server, Automation Service, and Document Repository Service.
5. Back up the Document Repository directory on the file system. By default, this directory is located in:

- (UNIX/Linux) /opt/bea/alui/ptdr/documents/PTCollab
- (Windows) C:\bea\alui\ptdr\documents\PTCollab

6. Clear the Embedded Servlet Engine’s work directory. This allows you to recover your data if there is a problem during installation. By default, this directory is located in:

- (UNIX/Linux) /opt/bea/alui/common/container/tomcat/<version>/work
- (Windows) C:\bea\alui\common\container\tomcat\<version>\work

7. Copy the installer file to the directory where you installed the previous version of Collaboration. This allows the installer to use the silent properties file created by previous installations. For more information on using the silent properties file, see Silent Properties File.

If you want to install to a new location or do not want to use the silent properties file, you can launch the installer from any location on the Collaboration host machine.

8. Install the Collaboration components as described in Installing the Collaboration Components.
9. (Windows only) When the installer prompts you, reboot the machine. If you do not reboot, certain PATH environment variable changes might not take effect, and you will get errors when you try to deploy and start the applications.

## Upgrading the Portal and Collaboration Databases

This section describes how to upgrade the portal and Collaboration databases.

Note: | If you are upgrading Oracle from 10.1.x to 10.2.x or SQL Server from 2000 to 2005, you should perform the Oracle or SQL Server upgrade before upgrading the databases.

Run the upgrade scripts appropriate to your database vendor. The upgrade scripts are located in:

Microsoft SQL Server:

- install_dir\ptcollab\4.5\sql\mssql\

Oracle:

- install_dir/ptcollab/4.5/sql/oracle/unix/
- install_dir\ptcollab\4.5\sql\oracle\windows\

Follow the database upgrade instructions appropriate to your previous version of Collaboration as described in the following table:

Upgrade Path | Database Upgrade Instructions
--- | ---
4.2 MP1 to 4.5 MP1 4.2 to 4.5 MP1 | As the Collaboration database user, run the following script on the Collaboration database: collaboration-server-4.2.0-to-4.5.0-upgrade.sql
4.1 SP2 to 4.5 MP1 | As the Collaboration database user, run the following scripts in sequential order on the Collaboration database: collaboration-server-4.1.2-to-4.2.0-upgrade.sql collaboration-server-4.2.0-to-4.5.0-upgrade.sql As the portal database user, run the following script on the portal database: portal-collaboration-server-upgrade.sql
4.1 SP1 to 4.5 MP1 4.1 to 4.5 MP1 | As the Collaboration database user, run the following scripts in sequential order on the Collaboration database: collaboration-server-4.1.1-to-4.1.2-upgrade.sql collaboration-server-4.1.2-to-4.2.0-upgrade.sql collaboration-server-4.2.0-to-4.5.0-upgrade.sql As the portal database user, run the following script on the portal database: portal-collaboration-server-upgrade.sql
4.0.2 to 4.5 MP1 | As the Collaboration database user, run the following scripts in sequential order on the Collaboration database: collaboration-server-4.0.2-to-4.1.1-upgrade.sql collaboration-server-4.1.1-to-4.1.2-upgrade.sql collaboration-server-4.1.2-to-4.2.0-upgrade.sql collaboration-server-4.2.0-to-4.5.0-upgrade.sql As the portal database user, run the following script on the portal database: portal-collaboration-server-upgrade.sql

## Rebuilding the Collaboration Search Collection

This section describes how to rebuild the Collaboration search collection.

To rebuild the Collaboration search collection:

1. Log on to the portal as a portal administrator.
2. Click Administration.
3. Choose the Collaboration Administration utility.
4. Click Search Service.
5. Click Rebuild Search Collection.
6. Click OK.