Migrate a stand-alone server
Use the Configuration Wizard to migrate a stand-alone server environment. Use the following information to get familiar with the information that you must provide in the wizard and the configuration procedure that it generates.
Configuration Wizard
Select Migrate to a New Version, and choose the Migrate a Stand-alone Server option.
Worksheet
To set up the migration, you answer questions about your wanted configuration. Some fields apply to migration configurations. Some fields are required based on your environment. The remaining fields are advanced and do not apply to most configurations.
Minimal required fields
The following table lists the fields that are unique to the migrate a stand-alone server configuration. You might be prompted for additional information about system or user IDs and passwords that you defined during the portal installation process.
| Field Label | Default | Your Value |
|---|---|---|
| Target operating system | Linux™ | |
| Target portal profile name | wp_profile | |
| Target portal profile home directory | /opt/IBM/WebSphere/wp_profile | |
| Is the target portal on the same server or a different server | Same server | |
| Database management software | Derby | |
| Target operating system | ||
| WebSphere Application Server administrator | wpsadmin | |
| WebSphere Application Server administrator password | ||
| Portal administrator password | ||
| What is the portal profile name | wp_profile | |
| What is the cell name | CellName | |
| What is the portal node name | NodeName | |
| What is the new host name | ||
| Target portal soap port Note: Enter the same port number used for the source environment. |
10033 | |
| Where is the target application server installed | /opt/IBM/WebSphere/AppServer | |
| Where is the target portal installed | /opt/IBM/WebSphere/PortalServer | |
| Target temporary path | /opt/IBM/WebSphere/PortalServer |
Advanced fields
The following table lists the advanced fields that are unique to the migrate a stand-alone server configuration. Click Advanced on the Answer Questions page for the target system to see the advanced properties. Default values are provided for advanced fields that are required.
| Field Label | Default | Your Value |
|---|---|---|
| JVM heap size | 2048 |
Migrate a stand-alone server option
After you answer questions and provide information about your migration, the wizard generates a custom configuration procedure.
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 that are associated with each step in the wizard.
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Manual Step: Install the latest fix packs
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Condition
none
-
ConfigEngine task
none
-
-
Generate the files for remote migration
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Condition
The target portal is on a different server than the source.
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ConfigEngine task
none
-
-
Manual Step: Copy the remote migration package to the source environment
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Condition
The target portal is on a different server than the source.
-
ConfigEngine task
none
-
-
Create a backup of the remote source portal profile
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Condition
The target portal is on a different server than the source.
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ConfigEngine task
none
-
-
Create a backup profile of the source portal profile
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Condition
none
-
ConfigEngine task
none
Note
If you are migrating from HCL Portal Enable or Portal Extend offerings to Portal Server or Web Content Management offerings, complete the following steps manually.
1. Locate the backup of the source profile. For example, in the /tmp/wp_profile_bak directory.
2. Locate the wps.properties file in this directory. For example, /tmp/wp_profile_bak/PortalServer/wps.properties.
3. Open the wps.properties file in a text editor. Modify the value of the WPFamilyName to match your /9.5 licensed offering. For example, if you were on 8.0 Enable, and you purchased 8.5/9.5 Web Content Manager, you would modify from WPFamilyName=enable to WPFamilyName=wcm. Valid values for HCL Portal 8.5/9.5 include: server, enable, extend, wcm, and wse.
4. Save changes to the wps.properties file. -
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Manual Step: If the backup profile is larger than 2 GB, clean up the backup profile
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Condition
none
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ConfigEngine task
none
-
-
Create a default profile
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Condition
none
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ConfigEngine task
none
-
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Import backup profile
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Condition
none
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ConfigEngine task
none
-
-
Manual Step: If you cleaned up the backup profile, restore the JCR content
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Condition
none
-
ConfigEngine task
none
-
-
Upgrade the ConfigEngine
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Condition
none
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ConfigEngine task
none
-
-
Manual Step: Update the ports on the target environment
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Condition
none
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ConfigEngine task
none
-
-
Manual Step: Update database settings
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Condition
none
-
ConfigEngine task
none
-
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Validate database settings
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Condition
none
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ConfigEngine task
validate-database
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-
Connect to new database copies
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Condition
none
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ConfigEngine task
connect-database
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Manual Step: Review database schema changes
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Condition
none
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ConfigEngine task
none
-
-
Upgrade the base portal database component
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Condition
DB2®
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ConfigEngine task
grant-runtime-db-user-privileges
upgrade-database
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Manual Step: Remove check pending statuses from table spaces
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Condition
DB2®
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ConfigEngine task
none
-
-
Upgrade the remaining portal databases
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Condition
DB2®
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ConfigEngine task
grant-runtime-db-user-privileges
upgrade-database
-
-
Upgrade the portal profile
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Condition
none
-
ConfigEngine task
upgrade-profile
Version 7.0 Server Offering-only migration: Do not complete the upgrade profile step using the Configuration Wizard. Instead you must run this task manually. For more information about running this task manually, see Migration from Portal Server Offering 7.0 to Portal 8.5/9.5.
Note
When you run this step, the sub task that is named action-deploy-portlets-applyMIGStatic-wp.oob.full runs and completes successfully. However, the following error messages are shown. You can ignore these error messages:
- EJPXA0161W: The web module ContactList could not be activated. Please see previous messages for reasons and possible corrective actions.
- EJPPH0048W: The synchronization mode of all nodes in the portal cluster is not consistently set. The portlet application PA_ContactList will not be started in the Application Server. Manual synchronization is assumed for all nodes. Manually start the application after all nodes were synchronized.
- EJPXA0067E: The following configuration data is needed to create a content-node resource: content-parentref. -
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Apply the latest Combined Cumulative Fix updates to your system.
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Condition
none
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ConfigEngine task
none
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To complete migration, you must perform several post-migration tasks that depend on how you use HCL Digital Experience.
- Review the Migration: Next steps section of the product documentation.
- Complete the Migration: Post-migration activities that apply to how you are using HCL Digital Experience before you move on to the next step. For example, if you are using a virtual portal, then complete the virtual portal post-migration steps.
- Start the enabling new functionality tasks only after you complete the post-migration tasks.