SQL: Database transfer

Your portal is installed with an Apache Derby database. The database that is immediately available for use is good for demonstration and portlet and theme development environments. Otherwise, you must configure portal to use a production-level database. Use the Configuration Wizard to transfer the data and configure a new database server.

Configuration Wizard

The primary Configuration Wizard options are based on your target configuration topology, such as a stand-alone server or a cluster. The database transfer option is included with both Set Up a Stand-alone Server and Set Up a Cluster. For the stand-alone server topology, run the database transfer option before you run the federated security option. For the cluster option, run the database transfer before you create your deployment manager profile.

For the Do you want to transfer to one database or multiple databases or schemas option, select Single database to configure one database with a single database user and a single data source. Select Multiple databases or schemas to configure multiple databases with different data sources and different users per schema. You can also use the multiple database option to configure a single database with different data sources and different users.

Validation

Prevent a possible database transfer failure by validating your entries in the wizard. When you chose to validate settings for the Database Transfer option, field syntax and database connection validations are performed to prevent a possible failure before you run the configuration. Examples of fields that are validated include host name and port number. Examples of fields that are validated include database URL and database library fields.

Two types of validation are performed when you select to validate settings including field syntax and database connection validations.

Syntax validation checks that you:

• Enter a valid port number in the range of 1 - 65535.
• Use the correct format for your host name.
• Enter a valid context root value
• Use the correct JDBC format in the database URL fields.
• Enter the correct path for your database library jar files.

The database connection validation checks that a connection can be made to your database server. The wizard can connect to your database server to validate the host name and port number values that you enter.

On the Database Settings panel, you can choose to turn validation on or off by selecting Yes or No to the Connect to database server to validate settings option. Select No, if you know that your parameters are correct and your database server is unavailable at the time of creating your instructions.

Transferring data to a different database server

Depending on your environment, the wizard generates a configuration process. The following steps reflect all possible steps in the configuration process. The steps do not represent a literal configuration. The steps are provided as a reference.

If you click View Step Command, you can see the task and properties associated with each step in the wizard.

1. Back up the properties files that the wizard uses during the configuration.

   • Condition

     None

   • ConfigEngine task

     backup-property-files-for-dbxfer

2. Manual Step: Create the database users and groups.

   • Condition

     None

   • ConfigEngine task

     None

3. Manual Step: Create the database user profile on IBM® DB2® for i.

   • Condition

     None

   • ConfigEngine task

     None

4. Manual Step: Create the database runtime users and groups.

   • Condition

     None

   • ConfigEngine task

     None

5. Manual Step: Download the script and view instructions to delete existing databases.

   • Condition

     None

   • ConfigEngine task

     None

6. Create your databases.

   • Condition

     None

   • ConfigEngine task

     create-database

7. Manual Step: Download the script and run it on the database server to create your database.

   • Condition

     Select to manually create your database.

   • ConfigEngine task

     None

8. Manual Step: Download the script and run it on the database server to create your database.

   • Condition

     Select to manually create your database.

   • ConfigEngine task

     None

9. Manual Step: Create your Oracle database.

   • Condition

     None

   • ConfigEngine task

     None

10. Manual Step: Download the script and view instructions to create your databases.

    • Condition

      None

    • ConfigEngine task

      None

11. Manual Step: Create the data directory, data, and the index directory, index, on your database server.

    • Condition

      Select to manually create users and assign them permissions.

    • ConfigEngine task

      None

12. Set up your database.

    (Automatic Storage Management Users only): If you have configured your database with Automatic Storage Management, you must perform additional manual instructions after you perform this step. Run the setup database script to create database schemas and users and grant privileges to database users. Then, go to Oracle: Creating JCR table spaces (Automatic Storage Management) to perform additional manual instructions.

    • Condition

      None

    • ConfigEngine task

      setup-database

13. Manual Step: Download the script and run it on the database server to set up your database.

    • Condition

      Select to manually assign users permissions.

    • ConfigEngine task

      None

14. Manual Step: Download the script and run it on the database server to set up your database.

    (Automatic Storage Management Users only): If you have configured your database with Automatic Storage Management, you must edit the script that you download for your environment before you run it on the database server.

    • Condition

      Select to manually create users and assign them permissions.

    • ConfigEngine task

      None

15. Manual Step: Download the script and run it on the database server to set up your database.

    • Condition

      Select to manually create users and assign them permissions.

    • ConfigEngine task

      None

16. Manual Step: Set up JCR collation for correct language locale order.

    • Condition

      Select to have advanced database collation support.

    • ConfigEngine task

      None

17. Manual Step: Restart the DB2 server.

    • Condition

      None

    • ConfigEngine task

      None

18. Validate the database connection and environment.

    • Condition

      None

    • ConfigEngine task

      validate-database validate-database-environment

19. Stop the portal server.

    • Condition

      collation support

    • ConfigEngine task

      stop-portal-server

20. Transfer the database.

    • Condition

      None

    • ConfigEngine task

      database-transfer enable-profiles-check-managed package-profiles

21. Grant privileges to the database runtime users.

    • Condition

      None

    • ConfigEngine task

      grant-runtime-db-user-privileges

22. Manual Step: Download the script and run it on the database server to grant privileges to the runtime user.

    • Condition

      Select to manually create users and assign them permissions.

    • ConfigEngine task

      None

23. Manual Step: Download the script and run it to grant the database runtime user the appropriate privileges to work with database tables.

    • Condition

      Select to manually create users and assign them permissions.

    • ConfigEngine task

      None

24. Manual Step: Download the script and run it on the database server to grant privileges to database runtime users.

    • Condition

      Select to manually create users and assign them permissions.

    • ConfigEngine task

      None

25. Connect to your databases.

    • Condition

      None

    • ConfigEngine task

      None

26. Manual Step: Download the script and view instructions to reset the check pending status on portal table spaces.

    • Condition

      None

    • ConfigEngine task

      None

27. Reset the web content manager event log.

    • Condition

      None

    • ConfigEngine task

      None

28. Configure the JCR domain to support large files.

    • Condition

      None

    • ConfigEngine task

      datasource-enable-fully-materialize-lob-data

29. Manual Step: Improve database response time for your database that contains the JCR domain.

    • Condition

      None

    • ConfigEngine task

      None

30. Start the portal server.

    • Condition

      None

    • ConfigEngine task

      start-portal-server

What to do next

You transferred your data from Apache Derby to your preferred database.

One quick way to test your database configuration is to log in and explore the site to validate the site is working as you expected.

Go to http://host_name:port/context_root/default_portal_home. For example, go to http://host_name:10039/wps/portal.

Next, you can use other options to configure your environment more.

If you are setting up a stand-alone server environment, you can use the Enable Federated Security option to add an LDAP user registry.

If you are setting up a cluster environment, you can use the Create a Deployment Manager option to create a deployment manager profile that is augmented with HCL Digital Experience resources.