# Installation and Upgrade Guide

# Upgrading Collaboration on Windows

This chapter discusses how to upgrade from previous versions of Collaboration to Collaboration 4.1 SP2. The upgrade procedures assume that you are running either Plumtree Foundation 6.0 SP1 or Plumtree Corporate Portal 5.0.x. The sections and steps that are specific to 5.0.x are prefaced with Plumtree Corporate Portal 5.0.x only.

This chapter discuss is divided into the following sections:

- Upgrade Paths
- Pre-Upgrade Procedures
- Running the Installer
- Post-Upgrade Procedures

## Upgrade Paths

The following table summarizes upgrade paths and upgrade documentation:

Table 5-1 Windows Upgrade Paths
Upgrade Path | Upgrade References
4.1 SP1 to 4.1 SP2 | Run the installer according to the procedures in Installing Collaboration on Windows.
4.1 to 4.1 SP2 | Run the installer according to the procedures in Installing Collaboration on Windows.
4.0.2 to 4.1 SP2 | Run the pre-upgrade procedures outlined in Pre-Upgrade Procedures. Run the installer according to the procedures in Installing Collaboration on Windows.
Note: | You must also upgrade the Notification Service and Image Service when running the installer.
Run the post-upgrade procedures outlined in Post-Upgrade Procedures.
4.0 to 4.1 | Run the pre-upgrade procedures outlined in Pre-Upgrade Procedures. Run the installer according to the procedures in Installing Collaboration on Windows.
Note: | You must also upgrade the Notification Service and Image Service when running the installer.
Run the post-upgrade procedures outlined in Post-Upgrade Procedures.
3.x to 4.1 | If you are currently on Collaboration Server version 3.x you must upgrade to version 4.0.2 before upgrading to version 4.1. Refer to the Installation Guide for Plumtree Collaboration Server 4.0.2 for information on this upgrade path.
2.x to 4.1 | To upgrade from Collaboration Server 2.x, you must first upgrade to version 3.x, then upgrade to version 4.0.2, before upgrading to version 4.1. Refer to the Installation Guide for Plumtree Collaboration Server 3.0 for information on this upgrade path.

## Pre-Upgrade Procedures

This section describes the procedures you must perform before running the Collaboration installer. You must follow these procedures in the following order:

1. Backup 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 the Notification Service.

This allows the Windows service to be updated.

## Running the Installer

After you have completed the pre-installation procedures:

1. Copy the installer files to the directory where you have installed the old versions of the Collaboration files.

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

Note: | The 4.1 version of Collaboration cannot point to a pre-Foundation 6.0 Document Repository. Review the silent properties file carefully for those new Foundation 6.0 components which may have different ports.

2. On the machine hosting the previous version of Collaboration, run the installer and choose the following components:

- Collaboration
- Notification Service

If your portal version is 5.0.x, you will also need to choose:

- Document Repository

For step-by-step details on running the installer, see Installing Collaboration on Windows.

3. On the machine where you installed the previous version of the Image Service, run the installer and choose the following component:

- Image Service

Note: | Note: Install Image Service Files on the same machine on which the portal's Image Service is installed.

For step-by-step details on running the installer, see Installing Collaboration on Windows.

1. Reboot the machine where Collaboration is installed.

## Post-Upgrade Procedures

This section describes the procedures you must perform after running the Collaboration installer. You must perform these procedures in the following order:

1. Upgrade the Collaboration database.

The following sections describe the procedures for updating the portal and Collaboration databases. You must upgrade both the Collaboration database and the portal database. Both databases must reside on the same computer. In this step, the first section discusses upgrading database using Oracle; the second section discusses upgrading databases using Microsoft SQL Server.

UPGRADING DATABASES USING ORACLE

Assuming that you installed the Collaboration files in the default location, the Oracle upgrade script files are located on the Collaboration computer in one of the following folders:

For Foundation 6.0:

    <PT_HOME>\ptcollab\4.1\sql\6.0\Oracle\OracleNT9.2

    <PT_HOME>\ptcollab\4.1\sql\6.0\Oracle\OracleNT10

For Plumtree Corporate Portal 5.0.x:

    <PT_HOME>\ptcollab\4.1\sql\5.0\Oracle\OracleNT9.2

    <PT_HOME>\ptcollab\4.1\sql\5.0\Oracle\OracleNT10

Perform the following to upgrade the Collaboration and portal databases:

1. Copy the Collaboration database upgrade scripts from the default installation location to an Oracle folder or subdirectory on the computer where the database resides.
2. Configure the database to archive log files if you are upgrading in a production environment.
3. Shut down the database to get a read-consistent backup.
4. Using SQLPlus and the Collaboration database server schema user ID and password, run the following: collaboration-server-4-0-2-to-4-1-0-upgrade.sql; collaboration-server-4.1.1-to-4.1.2-upgrade.sql; collaboration-server-portal-role-grant.sql.
5. Using SQLPlus and the portal database server schema user ID and password, run the following: portal-collaboration-server-data.sql; portal-collaboration-server-role-grant.sql; portal-collaboration-server-upgrade.sql.

UPGRADING DATABASES USING MICROSOFT SQL SERVER

Assuming that you installed the Collaboration files in the default location, the MS SQL Server 2000 upgrade script files are located on the Collaboration computer in the following folder:

For Foundation 6.0:

    <PT_HOME>\ptcollab\4.1\sql\6.0\MSSQLServer

For Corporate Portal 5.0.x:

    <PT_HOME>\ptcollab\4.1\sql\5.0\MSSQLServer

The following scripts upgrade and configure the portal and Collaboration database.

Perform the following to upgrade the Collaboration and portal databases:

1. Run Query Analyzer.
2. Connect to SQL Server and log in using the Collaboration database user ID and password.
3. Select the Collaboration database.
4. Open and run collaboration-server-4-0-2-to-4-1-0-upgrade.sql.
5. For Plumtree Corporate Portal 5.0.x and Plumtree Foundation 6.0 open and run collaboration-server-portal-role-grant.sql.
6. Connect to SQL Server and log in using the portal database user ID and password.
7. Select the portal database.
8. Open and run portal-collaboration-server-data.sql.
9. Open and run portal-collaboration-server-role-grant.sql.
10. Open and run portal-collaboration-server-upgrade.sql.
11. If you need to update Collaboration UUIDs, using the portal database server schema user ID and password, run the following: portal-collaboration-upgrade-uuids.sql.
12. Close Query Analyzer.

Note: | The following steps 2 through 8 must be run regardless of database type.

1. For Plumtree Foundation 6.0, import the Collaboration Migration Package using the Migration Utility. This ensures that the paths to the portlets are upgraded to the new version.

1. Log on to the portal as a user who has administrative rights.
2. Click the Administration tab.
3. In the Select Utility drop-down, select Migration-Import and accept the defaults.
4. In the Migration Package area, go to File Path.
5. Click Browse to find the Collaboration6.pte file. If you accepted installation defaults, the package is located:
   `<PT_HOME\ptcollab\4.1\serverpackages\6.0`
6. Click Open.
7. Click Load Package.
8. If you are upgrading from an earlier version of Collaboration and have changed the port number that Collaboration runs on, check Overwrite Remote Servers.
9. Click Finish.
10. A pop up dialog displays asking if you want to import. Click Yes.
11. The Collaboration folder is viewable in the Admin Objects Directory.
12. Click the Collaboration folder to check for the following objects: Content Source; Group; Portlet; Remote Server; Property; Web Service.

For Plumtree Corporate Portal 5.0.x, import the Collaboration Migration Package using the Migration Wizard as follows.

13. Start | Programs | Plumtree | Migration Wizard.
14. Enter the portal administrator password.
15. Select Portal Server Object Migration, then click Next.
16. Select Import, then click Next.
17. Select Overwrite existing Remote Server objects.
18. Browse to `ptcollab\4.1\serverpackages\5.0`.
19. Select the Collaboration5.pte file.
20. Click Open.
21. Click Next and then Next again.
22. Click Migrate.
23. Restart Collaboration.

2. If you have set Collaboration to manually capture portal gateway values you must change the WebService ID being used. It must be set to the WebService ID of the Notification Gateway Entry.
3. Configure optional Collaboration features.

For more information on configuring these features, see Configuring Advanced Collaboration Features.

4. Restart the portal.
5. Start the Notification Service.
6. Start Collaboration.

To verify that Collaboration is functioning correctly, perform the following:

1. Reboot the computer where Collaboration is installed if you have not done so since running the installer.
2. Restart the Windows service named BEA AquaLogic Interaction Collaboration.
3. Restart the Windows service named BEA AquaLogic Interaction Collaboration Notification.
4. If your portal is 5.0.x, start the Collaboration Document Repository Service.
5. Access the Collaboration Diagnostics page using the following URL:

    http://<your-collab-URL>:<your-collab-port>/collab/admin/diagnostic

For more information on using the Collaboration Diagnostics page, see Troubleshooting.

7. Rebuild the Search Collection

After restarting Collaboration, perform the following steps to rebuild the search collection:

1. Log on to the portal computer 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.