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Lesson 2: Migrate data to Design Management 4.0.1 or later

The steps in this lesson require Design Management 4.0.1 or later to be installed on the same computer as the version 3 release of Design Management.

In version 3 releases of Design Management, you could not share an IBM® Jazz™ Team Server with other applications in the Rational® solution for Collaborative Lifecycle Management (CLM). In version 4 releases of Design Management, you can use a shared Jazz Team Server with other CLM applications. However, because the Design Management migration process and the upgrade process for CLM applications require the 4.0.1 or later versions to use the same ports as version 3 releases, Design Management 4.0.1 or later cannot be installed with CLM applications on the same web application server.

If the version 3 release of Design Management had friend connections to CLM applications, two installation scenarios are possible for CLM 4.0.1 or later and Design Management 4.0.1 or later applications:
  • Scenario 1: The CLM applications and a Jazz Team Server are installed together and, in a different package or server location, Design Management and a Jazz Team Server are installed together. In this scenario, you can still create friend connections between these applications as in the version 3 releases of Design Management.
  • Scenario 2: The CLM applications are installed with a Jazz Team Server together in a package, and Design Management is installed alone in a different package or server location. Design Management is configured to use the Jazz Team Server that is installed with the CLM applications.

  1. Complete the following steps based on the installation scenario:
    • If you are using scenario 1 described above, install Design Management 4.0.1 or later and Jazz Team Server 4.0.1 or later into the same installation package.
    • If you are using scenario 2 described above, you must first upgrade the Rational solution for Collaborative Lifecycle Management applications and Jazz Team Server to 4.0.1 or later by using the Interactive Install Guide. After the upgrade is complete, you can install Design Management 4.0.1 or later in its own installation package.
  2. Copy the dm3-migration.zip file that was exported from the version 3 release of Design Management into the Design Management 4.0.1 or later installation directory named server/conf/dm. Do not delete this file until all the version 3 Design Management projects are imported into Design Management 4.0.1 or later.
  3. Complete the following steps based on the installation scenario:
    • If you are using the scenario 1 described above, start the version 4.0.1 or later Design Management Server and run the IBM Jazz Team Server 4.0.1 or later setup process. The Configuration Management (/vvc) and Design Management (/dm) applications are automatically located. Ensure that the licenses for Rational® Software Architect – Contributor and Rational Rhapsody® Design Manager – Contributor are available. Continue the setup process and click Finish.
    • If you are using scenario 2 described above, start the Design Management 4.0.1 or later application server (Apache Tomcat or WebSphere® Application Server) and ensure the Jazz Team Server and Rational solution for Collaborative Lifecycle Management 4.0.1 or later application server is running (Apache Tomcat or WebSphere Application Server). In a browser, type the URL to the Jazz Team Server setup wizard on the Rational solution for Collaborative Lifecycle Management application server. On the Jazz application registration page, click Add Application and add both the Design Management (/dm) and Configuration Management (/vvc) applications. In the Discovery URL field, enter the corresponding URL for the location of the Design Management, and Configuration Management applications; for example: https://<hostname>:<port>/dm/scr and https://<hostname>:<port>/vvc/scr.
  4. In a browser, log on to the Design Management Server; then create Design Management 4.0.1 or later user accounts and assign the applicable Design Management 4.0.1 or later licenses. You must use the same ID for a user in Design Management 4.0.1 or later as in the version 3 release of Design Management. If you do not create the user accounts, default accounts are created, but only for the users who made comments on resources in the version 3 release of Design Management.
  5. On the computer or server that hosts the source import models, install the Design Management 4.0.1 or later import engine.
  6. Optional: If any of the version 3 Design Management resources have links to resources in CCM, QM, or RM applications, you can re-create outgoing Design Management friend server connections to the same applications and ports. If you do not create these friend server connections before the migration, links are created, but the compact rendering does not work. You can create friend server connections after the migration.

Lesson checkpoint

In this lesson, you installed the version 4.0.1 or later Design Management Server and initialized it with the migration data from a version 3 release of Design Management. The initialization process enables the version 3 resources to be created with the same resource number when you import them into Design Management 4.0.1 or later in lesson 3.
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