Upgrading from older versions - advanced

• This document describes how to upgrade from codeBeamer 7.x or newer releases running with MySQL/Oracle.
• For applications developed by the API, see REST API.

Before you start upgrading, please carefully check the codeBeamer release specific requirements especially supported Java and MySql/Oracle versions!

The old codeBeamer installation will be referred as OLD-CB, the new one as NEW-CB throughout this document.

Step 1. Install NEW-CB

Install NEW-CB into a new directory (the installation must not be executed into an existing directory) and do not start the CB server at the end of the installation.

Step 2. Copy repository data

Copy the following directories and files from OLD-CB/repository to NEW-CB/repository: (git, hg, src, svn, and acl.svn might not exist, depending on your RDBMS and SCM):

• docs
• git
• hg
• src
• svn
• acl.svn

Windows:

cd OLD-CB\repository
xcopy docs NEW-CB\repository\docs\ /EH
xcopy git NEW-CB\repository\git\ /EH
xcopy hg NEW-CB\repository\hg\ /EH
xcopy src NEW-CB\repository\src\ /EH
xcopy svn NEW-CB\repository\svn\ /EH
copy acl.svn NEW-CB\repository\

Unix:

$ cd OLD-CB/repository
$ find acl.svn docs git hg src svn | cpio -updv NEW-CB/repository

If you have customized your OLD-CB/repository structure, e.g. mounted external volumes as docs and/or git, hg or svn, then the above procedure might not be appropriate, and, for the given example, you would better unmount the external volumes from OLD-CB/repository and mount to NEW-CB/repository.

To keep all codeBeamer system configuration data you can simply copy OLD-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml to NEW-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml,

Step 3. Get and install a new license

Please read the "Getting Licenses" section in codeBeamer Licensing.

You need to have that license at hand before you continue with the next steps.

Please also consider that you can only request licenses from Intland Software from Monday through Friday, 8:00 - 17:00 GMT+2, and that processing a license request may take hours up to several days!

So do not shut down your live production system or schedule to upgrade overnight or during the weekend until you already have a license for the new system.

To install the new license:

1. Copy the new license in XML format from the email you received to the clipboard.
2. Edit NEW-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml and replace the (empty) <license> block with the license data from the clipboard.

Step 4. Database Configuration

There is no automatic migration of the OLD-CB database configuration to the NEW-CB installation.
Unless you change the <database> configuration in NEW-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml and install a new license, codeBeamer will use its built-in (initially empty) Apache Derby database.

If you configure codeBeamer to re-use an existing database and have installed a new license, codeBeamer will convert the existing database schema automatically into the new schema upon first startup, and consequently this database cannot be used by OLD-CB any more.

MySQL

1. Create a dump of the OLD_CB codeBeamer database schema:
   mysqldump --routines -h localhost -P 3306 --max_allowed_packet=128M -u root -p codebeamer > cb.dump
   Please adjust database host, port, username and passwort according to your OLD_CB configuration.
   
2. Shutdown OLD_CB instance forever.
3. Setup a new MySQL instance as an independent service (you can also use an already existing shared MySQL 5.0 or higher instance) and prepare the new codeBeamer schema according to Preparing MySQL Database for Installation.
4. Import the dump into the new database schema:
   mysql -h localhost -P 3306 --max_allowed_packet=128M -u root -p codebeamer < cb.dump
   Please adjust database host and port according to your NEW_CB configuration. You will also be prompted for the MySQL root password.
   

Oracle

Please refer to Preparing Oracle Database for Installation and section Database Connectivity in Post-installation Configuration, how to configure an Oracle database for CB-7.x.

codeBeamer database schema requires the CREATE VIEW privilege.
Because this privilege was not required in older releases, it is typically missing and your database administrator has to grant it manually.

GRANT CREATE VIEW to <codeBeamer schema user>

Derby

No upgrade is supported for Apache Derby databases!
Please contact Intland Professional Services if you need to upgrade a codeBeamer instance with a Derby database, or want to migrate the Derby database to MySQL or Oracle.

Step 5. LDAP Configuration (Optional)

For more information, please refer to the section LDAP Access in the Post-installation Configuration.

Step 6. Email Setup

You can copy your email sending settings from OLD-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml and replace the empty <mail ... ></mail> in NEW-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml.

Step 7. Login/Registration Setup

You can copy your login/registration settings from OLD-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml and replace the empty <login ... </login> in NEW-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml.

Step 8. Port Configuration

If you had configured an Apache server in front of OLD-CB (Tomcat) (via mod_jk), you need to enable the NEW-CB Tomcat AJP 1.3 Connector (typically on port 8009) again.

Please edit ~/NEW-CB/tomcat/conf/server.xml and remove the comments (<!---->) around the section

<Connector port="8009"
               enableLookups="false" redirectPort="8443" protocol="AJP/1.3" URIEncoding="UTF-8" ></Connector>

If you had used a different port for this connection, please adjust the port number as well.

Step 9. Runtime Parameters

If you had customised OLD-CB runtime variables, e.g. special JVM, HEAPSIZE, etc., then you should copy these settings from the OLD_CB start script to the NEW-CB start script.

For changes in ~/NEW-CB/tomcat/bin/cbservice.bat to take effect, you must run the following command manually afterwards

cbservice codebeamer codebeamer

Step 10. Start

Starting with codeBeamer 7.5.0, we introduced a post installation wizard that helps you configure your instance. (Alternatively, you can omit this wizard by selecting the upgrade option during the installation process). When the wizard is finished and every previous configuration is set, the application restarts the server and the upgrade procedure is finished.

Alternatively, you can switch off the wizard manually by modifying the NEW-CB/tomcat/webapps/cb/WEB-INF/classes/general.xml by setting the setup attribute to false in the installation tag:

<installation setup="false" ></installation>

Start the NEW-CB server. The first time the codeBeamer server is started, the database schema will be upgraded to version NEW-CB.

Depending on which version you're upgrading from, and the amount of data in your database, the first startup of the NEW-CB server might take up to 10-120 min, because the database scheme will be updated in the background (the database process might use a lot of CPU).

Do not shutdown or kill the NEW-CB server as long as the database upgrade is in progress, otherwise the database might be corrupted.

Step 11. Logo Configuration

To restore your custom logo and welcome text manually, you need to Login as system administrator and re-upload your logo file.

You can find the logo file used by OLD-CB at OLD-CB/tomcat/webapps/cb/images/IL_Logo_120x40.gif.

Step 12. Clearing Browser Caches

Because browsers cache javascript files, the cached javascript files must be re-loaded. We strongly recommend clearing the browsers' cache and then re-starting the browser.

Step 13. Starting Re-indexing

After upgrading, the index database is empty thus searching will not provide any matching. Starting with codeBeamer 6.1, re-indexing is automatic after a completed upgrade.
(In older versions, re-indexing was started by the System Administrator (Index link under System Admin tab)).