LeasePak Server Upgrade and Conversion

For LeasePak version 6.1a.

Describes the upgrade and conversion procedures from LeasePak version 6.1a to 6.2a

LeasePak 6.2a: New Server Platform

Oracle users on versions 4.3a - 6.0b: you must first upgrade to version 6.1a before upgrading to version 6.2a.

Old/Current Server: Preparation

Old/Current Server: User Processes

Notify users in advance that the old server (the server running the current version of LeasePak) will be unavailable during the upgrade. At the scheduled start time, use the following steps to stop any remaining user processes

1. Log on the server as root
2. Use the ps command to list LeasePak drivers running on the server

ps -ef | grep lpa 
                  

This not only lists instances of the main LeasePak program lpadriver.exe, but also lists other LeasePak processes, such as the End of Period program lpaeopdrvr.exe and the LeasePak utilities program $uexe/lpautil.exe, as well as any Oracle instances running on an Oracle database named according to our recommended standards ('lpak').

3. If any of these LeasePak processes need to be stopped, use the Unix kill command

kill id 
                  

where id is the Unix process id number from the ps listing.

Do not use the Unix kill command on the Oracle instance processes.

4. Sybase only: list (and stop, if needed) any remaining processes within Sybase

a. Start isql in 132-column mode

isql -Usa -w132 
                    

b. Use sp_who to list user processes. The terminal will display something similar to the following

                fid   spid     status        loginame     dbname
                ---  ----  -----------   --------     ----------
                  0     1      running        sa             master
                  0     7      recv sleep    ernesto      production
               

c. If any of these processes need to be stopped, use the Sybase kill command

kill spid 
                    

where spid is the Sybase process id number from the sp_who listing.

Old/Current Server: End of Period

Run End of Period for all portfolios in all environments you are upgrading. After End of Period is finished, do not make changes to any of the databases. You may also want to limit user access to the server and DBMS server once End of Period is complete.

Old/Current Server: Backup

Perform either a full or incremental backup of the server as needed.

New Server: Installation

New Server: System Requirements

New system requirements are in place for version 6.2a. Refer to the System Requirements document for more information.

New Server: OS and DBMS Installation

Install and configure the OS (HP-UX, Linux, or Solaris) and the DBMS (Oracle or Sybase) appropriate to your platform using the instructions listed in LeasePak Server Preparation and Installation and related documents.

New Server: OS and DBMS User Accounts

Recreate the OS accounts on the new server using the LeasePak user names and OS server passwords. Recreate the DBMS accounts on the new server using the LeasePak user names and DBMS passwords.

New Server: LeasePak 6.2a Installation

Complete the following sections from LeasePak Server Preparation and Installation:

LeasePak Environment and Database Upgrade

The following procedures use LeasePak 4.6a as the example for the old version and 6.2a as the new LeasePak version.

LeasePak Database Snapshot

Old server, old version:Log on to your old server using the msidba account and run snapshot for each LeasePak database you wish to convert to the new version.

Placeholder Environment and Database

For each LeasePak environment/database you wish to upgrade:

New server, old version: Log on to your new server using the admin46a account (the 4.6a msiadmin account on your new server) and create a placeholder environment for the upgrade.

New server, old version:Log on to your new server using the dba46a account (the 4.6a msidba account on your new server) and create a placeholder database for the upgrade.

New server, old version:Still using the dba46a account (the 4.6a msidba account on your new server), use restore to restore the appropriate 4.6a snapshot into the placeholder database.

Environment Upgrade

For each LeasePak environment you wish to upgrade:

New server/new version:

1. Log on the server as msiadmin (for Multiple Concurrent Versions, see note below)

Terminal emulation: you must use one of the supported terminal types. Refer to the System Requirements for more information.

Multiple Concurrent Versions: if you are running more than one version of LeasePak on the same server using separate msiadmin and/or msidba accounts, use the accounts belonging to the new version of LeasePak to run upgrade_env.

2. Run upgrade_env

upgrade_env [new-setup-env-flags]  path-to-old-environment-to-upgrade [build-id]

                  

where new-setup-env-flags are the optional flags and build-id is the build descriptor as described in the Environment and Database Configuration section of LeasePak Server Configuration and Maintenance. Note that both the new-setup-env-flags and build-id are optional--in most cases, you do not need either to run upgrade_env.

3. The terminal will display something similar to the following

2008-03-06 03:12:23 upgrade_env: Start  /opt/msi/v62a/prod 
    2008-03-06 03:12:24 setup_new_env:  PRODUCTION prod syb SERVER_SYBASE lpr_prod live; Start
    2008-03-06 03:12:25 setup_new_env: Creating environment directory structure...
    2008-03-06 03:12:25 setup_new_env: Creating syb_use...
    2008-03-06 03:12:25 setup_new_env: Creating logdb.*...
    2008-03-06 03:12:27 setup_new_env: Creating envdb.msirc...
    2008-03-06 03:12:28 setup_new_env: Creating msidba placeholders...
    2008-03-06 03:12:28 setup_new_env: Creating .lp*...
    2008-03-06 03:12:28 setup_new_env: Setting environment security...


    You will need the following for LeasePak PC Client setup:

    IP Address or name: server

    Environment name:   prod

    Server Port:        6200

    2008-03-06 03:12:29 setup_new_env: End
    2008-03-06 03:12:29 upgrade_env: Cannot delete old environment.  Please remove it manually
    2008-03-06 03:12:29 upgrade_env: End

.lplogin and .lpprofile

If needed, copy the .lplogin and .lpprofile files from the $top/env/environment/etc directory (where environment is the upgraded LeasePak environment to the $HOME directory of the environment's LeasePak administrative user (lpadmin, not msiadmin; you must leave msiadmin tied to the administrative environment) and modify them to create the appropriate startup files, or log on the server as msiadmin and run change_env to switch the environments. For more information on .lplogin and .lpprofile, refer to the lpadmin section of the document LeasePak Server Configuration and Maintenance.

Database Upgrade

Oracle

For each v61a LeasePak database you wish to upgrade:

New server/new version:

1. Log on the v62a server as msidba (for Multiple Concurrent Versions, see note below)

Terminal emulation: you must use one of the supported terminal types. Refer to the System Requirements for more information.

Multiple Concurrent Versions: if you are running more than one version of LeasePak on the same server using separate msiadmin and/or msidba accounts, use the accounts belonging to the new version of LeasePak to run ora_v60b_conversion.

2. Run ora_conversion

$top/env/{environment}/conv/ora_conversion {environment} v61a {step-number}

where {environment} is the name of the v62a environment whose database you are converting and {step-number} is 1 to run the entire conversion.

The conversion is divided into sections called "steps". The steps are run sequentially. After a step completes successfully, the next step is run. If a step fails, all subsequent steps automatically fail without running. To restart the conversion after resolving a failure, re-execute the ora_conversion script with the {step-number} parameter set to the step at which to restart.

3. The terminal will prompt for the dbo password.

4. Type the dbo password for the database and press Enter. The conversion may take several minutes.

 Sybase

For each LeasePak database you wish to upgrade:

New server/new version:

1. Log on the server as msidba (for Multiple Concurrent Versions, see note below)

Terminal emulation: you must use one of the supported terminal types. Refer to the System Requirements for more information.

Multiple Concurrent Versions: if you are running more than one version of LeasePak on the same server using separate msiadmin and/or msidba accounts, use the accounts belonging to the new version of LeasePak to run sgenlpux_conversion.

2. Run sgenlpux_conversion

sgenlpux_conversion environment starting-release [dbo-password [srvadm-password]]

where environment is the name of the environment whose database you are converting, starting-release is your version of LeasePak before the upgrade (for example, v51a), dbo-password is the database owner password, and srvadm-password is the DBMS server administrator password. For the dbo-password and srvadm-password, do not enter these on the command line; LeasePak will prompt you for them if and when necessary.

3. The terminal will display something similar to the following, then prompt for the dbo password (if necessary)

2008-03-03 00:54:10 sgenlpux_conversion: Convert prod environment from v51a to v62a
2008-03-03 00:54:10 sgenlpux_conversion: Start
2008-03-03 00:54:10 sgenlpux_conversion: Running commands as DBO: lpr_prod
Database Owner 'lpr_prod' password:

4. Type the dbo password for the database and press Enter. The terminal will prompt for the srvadm password

Server Administrator 'srvadm' password:

5. Type the srvadm password and press Enter. The conversion may take several minutes. To see a complete example of the sgenlpux_conversion output, click here.

New Server: Old Release Removal

Once the upgrade and conversion are complete, you can remove the directories and contents of the old LeasePak and LeasePak queue manager releases. Also remove obsolete listings in the /etc/services, init.d, rc?.d, and inetd (or xinetd for Linux) directories.

LeasePak Client Upgrade

Follow the procedures in the Upgrade and Conversion section of LeasePak 6.2a Client to upgrade the LeasePak client software.