OpenText ™ Documentum ® System Version 16.4 Upgrade and Migration Guide Legal Notice This documentation has been created for software version 16.4 . It is also valid for subsequent software versions as long as no new document version is shipped with the product or is published at https://knowledge.opentext.com. Open Text Corporation 275 Frank Tompa Drive, Waterloo, Ontario, Canada, N2L 0A1 Tel: +1-519-888-7111 Toll Free Canada/USA: 1-800-499-6544 International: +800-4996-5440 Fax: +1-519-888-0677 Support: https://support.opentext.com For more information, visit https://www.opentext.com Copyright © 2018 Open Text. All Rights Reserved. Trademarks owned by Open Text. Adobe and Adobe PDF Library are trademarks or registered trademarks of Adobe Systems Inc. in the U.S. and other countries. Disclaimer No Warranties and Limitation of Liability Every effort has been made to ensure the accuracy of the features and techniques presented in this publication. 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Table of Contents Preface ................................................................................................................................. 9 Chapter 1 Upgrade and Migration Overview ................................................................ 11 Upgrade and migration..................................................................................... 11 Understanding migration.................................................................................. 12 Order of new product installation...................................................................... 12 Order of system updates ................................................................................... 14 Chapter 2 Planning the Documentum System Upgrade ............................................... 17 System upgrade strategies................................................................................. 17 Changes that impact Documentum Server upgrade or migration ......................... 20 Linking to the 32-bit Oracle client library on Linux ......................................... 20 Upgrading multiple repositories to the same version ...................................... 21 Mapping your current configuration.................................................................. 21 Designing a Documentum 16.x configuration ..................................................... 23 Addressing hardware concerns ..................................................................... 24 Upgrading third-party software..................................................................... 24 Planning for global registries......................................................................... 25 Mapping a Documentum 16.x configuration................................................... 25 Planning upgrade and migration to Documentum 16.x ....................................... 26 Setting up a test environment ........................................................................ 26 Creating the test environment ................................................................... 26 Migrating a TCS-enabled repository to a new server ....................................... 27 Client-first migration .................................................................................... 27 Upgrade matrices for Documentum Server and related components ................ 27 Planning upgrade for repositories in a federation ............................................... 29 Guidelines for upgrading a distributed configuration ..................................... 29 Planning the upgrade or migration of the AEK key to lockbox............................. 30 Enabling Remote Key Management ................................................................... 30 Chapter 3 Upgrading Documentum Server .................................................................. 33 Upgrade checklist............................................................................................. 33 Changing the database operating system and version ..................................... 35 Preparing Oracle databases for parallel indexing ............................................ 35 Migrating the database to UTF-8.................................................................... 36 database_refresh_interval key ....................................................................... 36 Ensuring the completion of automatic tasks before upgrading......................... 36 Ensuring that the dm_server_config object is unlocked ................................... 37 Upgrading to 64-bit Documentum Server........................................................... 37 64-bit ODBC and DSN libraries ..................................................................... 38 Errors during upgrade .................................................................................. 39 Components not supported after upgrade...................................................... 39 Migrating custom plug-ins ............................................................................ 40 3 Table of Contents Upgrading Documentum Server on Red Hat Enterprise Linux 5.x systems........................................................................................................ 40 Upgrading the Documentum Server software..................................................... 40 Upgrading Documentum Server installed with cluster services ........................... 44 Upgrading Documentum Server in a distributed or load-balanced configuration.................................................................................................... 45 Upgrading the BOCS server .......................................................................... 47 Upgrading the DMS server............................................................................ 48 Post-upgrade tasks ........................................................................................... 48 Improving performance after upgrade ........................................................... 49 Extending the Oracle tablespace size.............................................................. 49 Enhancements after upgrade ......................................................................... 49 Reinstalling D2 client libraries ....................................................................... 49 Rebuilding the database views ...................................................................... 50 Recreating dfc.keystore ................................................................................. 50 Seamless upgrade of Documentum Server on Docker environment...................... 50 Common notes ............................................................................................. 51 Upgrading Documentum Server 7.x to 16.4 Docker......................................... 52 Chapter 4 Upgrade Scenarios ...................................................................................... 55 Upgrading Documentum Server 6.7 SP2 to 16.4 — Windows/Oracle .................... 55 Upgrading Documentum Server 7.0 to 16.4 — Windows/SQL.............................. 59 Upgrading Documentum Server 7.1 to 16.4 — Linux/Oracle ................................ 62 Upgrading Documentum Server 7.2 to 16.4 — Windows/SQL.............................. 66 Upgrading Documentum Server 7.3 to 16.4 — CentOS/PostgreSQL...................... 69 Upgrading Documentum Server 6.7 SP2 to 16.4 — Linux/Oracle using silent installer................................................................................................... 70 Upgrading Documentum Server 7.1 to 16.4 — Windows/SQL using silent installer................................................................................................... 73 Chapter 5 Migrating Documentum Server .................................................................... 77 Understanding the migration process ................................................................ 77 Migration checklist ........................................................................................... 79 Planning a migration ........................................................................................ 80 Migration methods ........................................................................................... 81 Method 1: Migrating a repository .................................................................. 82 Method 2: Copying a repository .................................................................... 83 Migrating data using SQL Server....................................................................... 86 Consolidating repositories ................................................................................ 87 Migrating data from earlier versions of Documentum Server............................... 91 Migrating XML content to the XML Store........................................................... 91 Using DQL to migrate content to an XML Store .................................................. 91 Migrating custom Documentum Server methods ................................................ 91 Migrating DocApps and BOF2 modules............................................................. 92 Post-migration tasks ......................................................................................... 92 Chapter 6 Migrating DFC Customizations ...................................................................