Installation and upgrade checklist and considerations
This chapter looks at a new IBM Spectrum Control (Spectrum Control) installation and at upgrading an existing installation. The focus of this chapter is to provide guidelines to help you through the installation or upgrade. This chapter refers to the Spectrum Control documentation, providing additional hints and tips that we discovered while creating our example environment.
 
Note: For our installation and upgrade, we installed Spectrum Control V5.2.8 and
IBM DB2® 10.5 Fix Pack 5.
2.1 Preinstallation planning
This section provides steps to help you obtain and prepare the necessary files before starting the installation.
2.1.1 Planning checklist
This section documents the tasks that are part of planning a Spectrum Control installation. It takes you through selecting your product and components to downloading and extracting the code.
Selecting the Spectrum Control product license
The following products are available within the Spectrum Control Family:
•Spectrum Control Standard Edition
•Spectrum Control Standard Select Edition
•Spectrum Control Advanced Edition
•Spectrum Control Advanced Select Edition
The Spectrum Control product licenses and related functions are summarized in the Spectrum Control IBM Knowledge Center, found at:
Selecting the components to install
When running the Spectrum Control installation program, you are presented with the option of installing several components to get started. There are more packages available with the physical media and electronic images, but they are optional and might not be used in all environments. Any optional components can be installed after the initial installation. Knowing what you want to install helps you prepare only the files that you need.
Installation files for the following components are provided with Spectrum Control:
•DB2
 – DB2 for Windows
 – DB2 for Linux
 – DB2 for IBM AIX®
•Spectrum Control
 – IBM Spectrum Control for AIX
 – IBM Spectrum Control for Linux
 – IBM Spectrum Control for Windows
In addition, installation files for the following optional agents are available with Spectrum Control:
 – IBM Spectrum Control Storage Resource agent for Windows
 – IBM Spectrum Control Storage Resource agent for UNIX
 – IBM Spectrum Control Monitoring Agent for IBM Tivoli Monitoring on Windows
 – IBM Spectrum Control Monitoring Agent for IBM Tivoli Monitoring on UNIX
•IBM Jazz™ for Service Management and Tivoli Common Reporting (optional)
Install IBM Jazz for Service Management and IBM Tivoli Common Reporting if you want to use Cognos Business Intelligence (BI) reports with Spectrum Control. Cognos BI is offered as an optional tool for producing scheduled reports from the data that is gathered by Spectrum Control. You can view information that is related to your storage resources directly in the Spectrum Control web-based GUI without installing Cognos BI.
If you want to use Cognos BI reports, you need the following components:
 – Jazz for Service Management Version 1.1.0.3
 – Tivoli Common Reporting Version 3.1.0.1
 – Tivoli Common Reporting Version 3.1.0.2
 – IBM WebSphere® Application Server Version 8.5.0.1
 
Note: You can install Spectrum Control without reporting and then later install Jazz for Service Management and the Spectrum Control reports. Choosing to install reporting later allows you to get Spectrum Control running faster.
The optional agent components are used after the initial Spectrum Control installation for certain environments.
After identifying which components you plan to install, obtain the Spectrum Control installation images and download only the ones that you need for your environment.
Obtaining the Spectrum Control V5.2 installation images
Whether you want to do a fresh installation or upgrade your existing installation, you must download the necessary installation packages unless you have them on physical media. In the past, this publication included specific part numbers and file names to help you locate, download, extract, and install the correct packages from IBM Passport Advantage® Online. That was helpful, but it had a downside. The part numbers and file names changed with each release so that this reference was quickly out of date when compared to the latest release. To avoid that problem, this section directs you to content on the IBM Support Portal that can help you get the part numbers and files names for the latest release, even if they are not available at the time of writing.
There are two separate websites for obtaining the Spectrum Control installation packages that are referenced in this section:
•Passport Advantage Online. Use for new installations.
•Fix Central. Use for upgrades.
Additional version-specific information for downloading from the locations above is available at the following websites:
•IBM Spectrum Control Support Portal:
•Latest Downloads for IBM Spectrum Control, found at:
Finding the file names and part numbers by release
The Latest Downloads for IBM Spectrum Control web doc links to version-specific documents for all available releases and is frequently updated. Whether you are downloading the electronic images from Passport Advantage Online or Fix Central, use this web doc to identify the latest releases and prepare for installation. The information helps you find the part numbers and file names for what you need to download.
You can find the same download information by going directly to the Spectrum Control support portal. Select Downloads (view all) and you are presented with a listing of available downloads for Spectrum Control. You can filter this list by version or operating system. If you already know what you want, there are links at the top of this listing and on the Spectrum Control Support Portal to take you to the fixes on Fix Central or Passport Advantage.
Figure 2-1 show the download options on the IBM Support Portal.
Figure 2-1 Download options on the IBM Support Portal
 
Tip: In the listing of all downloads, you should find a document for the Spectrum Control release that you want. Start there, and it provides additional information for installing or upgrading to that release. This is the same document that you link to from Latest Downloads for IBM Spectrum Control. Each release has its own document.
Downloading for new installations
If you are a client or an IBM Business Partner, the Passport Advantage Online and IBM PartnerWorld® websites provide access to entitled software product installation images in the form of eAssembly bundles. The eAssembly bundles contain installation images that have a product license. They also provide all required and optional parts to get you started. You can access Passport Advantage Online at the following website:
If you have difficulty signing into Passport Advantage Online, follow the links for requesting assistance from the Passport Advantage Online website.
Part numbers and explanations of the files that are included in the eAssembly bundles are provided by the documentation that you can reach from the Latest Downloads for IBM Spectrum Control web doc. This information helps you determine which files you need to get started. At a minimum, you need the Spectrum Control server installation images and the DB2 installation image for your operating system. The rest of the images belong to optional components and products that can be installed later.
Downloading for upgrades
The Spectrum Control installation images are available as unlicensed upgrade packages (refresh packs) on the Fix Central support website:
These installation images can be downloaded and used for upgrading to a new Spectrum Control version. The links to the version-specific information from the Latest Downloads for IBM Spectrum Control can help you find the right set of fixes on Fix Central by providing direct links to the refresh pack version you want.
 
Note: Use the installation images from IBM Passport Advantage Online if you need the Spectrum Control product licenses or any other bundled products. These licensed installation images can also be used for upgrade.
Extracting the source files
After you have downloaded the installation images, you must extract the compressed files before beginning the installation. It is important to extract the images in dedicated directories as specified for each component.
Spectrum Control
In our scenario, we install Spectrum Control for Windows. The installation images for the server component should be extracted into a single dedicated directory. In our environment, we extracted the files into the c:installspctl_5.2_windows_disk1 directory. If the installation images are downloaded to a Windows directory that has spaces or unusual special characters in the name, Spectrum Control does not install correctly.
 
Note: Many of the part numbers and file names change between releases. To find the file names that are associated with each product you are installing, check the IBM Support Portal for a web doc on Downloading IBM Spectrum Control using Passport Advantage Online for your release.
If you are prompted to merge (or replace) folders or files with the same name while you are extracting the images, select Merge/Replace.
IBM DB2 Enterprise Server Edition
Run the self-extracting DB2 executable files. By default, the files are extracted to a temporary location deep in the hierarchy. Therefore, in our example, we specified the c:installdb2 directory.
Spectrum Control reports (optional)
Extract Jazz for Service Management, IBM WebSphere Application Server for Jazz for Service Management, and IBM Tivoli Common Reporting into one directory. In our environment, we used the c:installjazzsm directory. The extractions create separate subdirectories in that location.
2.1.2 Installation image considerations
Here are the special considerations and reminders for handling the installation images:
•You can download and extract the compressed installation files on any system. However, it is a requirement to have the installation files locally on the server on which you are going to install or upgrade to Spectrum Control V5.2.x. If you mount a network drive with the Spectrum Control installation files and try to run the setup from there, it will not work.
•Extract the files into separate dedicated directories for each component (for example, DB2, Spectrum Control, and JazzSM).
•Do not use spaces or special characters in the directory names.
2.2 Installation outline
This section provides a checklist for a fresh Spectrum Control V5.2 installation to help you through all the installation phases and steps.
2.2.1 Installation checklist
Here are the items that you should verify before starting your installation:
1. Choose the Spectrum Control installation environment: single-server or multiple-server.
A multiple-server environment might be suitable for large storage environments, where one server is not sufficient to manage the Spectrum Control components. Customer policies on server location and database placement are also a factor.
 
Tip: Performance testing has indicated that a local Spectrum Control database repository works best for reporting with Cognos.
Figure 2-2 shows two different scenarios that use the single-server installation type for Spectrum Control.
Figure 2-2 Single-server installation scenarios
Figure 2-3 on page 25 shows three different multiple-server installation scenarios where Spectrum Control, DB2, and the Reporting component can be spread across different servers.
Figure 2-3 Multiple-server installation scenario
In some multi-server installations, two DB2 databases are required because JazzSM and Tivoli Common Reporting require a local DB2 installation. We have indicated that with (*) in Figure 2-3.
 
Note: Use the single-server installation where possible for several reasons:
•Less complexity for installation and future upgrades
•Easier to collect all of the log files for troubleshooting by using the service.bat/sh tool that runs on the server where Spectrum Control is installed
•Simpler backups with only one Spectrum Control server to back up
2. Verify system requirements.
For more information about the hardware requirements for Spectrum Control V5.2, see the hardware support matrix on the IBM Support website, found at:
 – Operating system requirements:
Spectrum Control is a native, 64-bit application for all server operating systems. You cannot use the Spectrum Control server on 32-bit operating systems. Every application that is included with the server components is a 64-bit application.
 – Memory requirements and installation notes:
The preferred memory requirement for Spectrum Control V5.2 is 16 GB. In an evaluation environment with a limited number of volumes, subsystems, fabrics, switches, ports, and agents or agentless servers being monitored, you might not require 16 GB of memory, but at least 8 GB is required. For optimal performance from your Spectrum Control server, you may want to have additional RAM and CPUs.
 – Installation notes
In our Windows environment, we successfully installed Spectrum Control on the C: drive of the server. Spectrum Control, DB2, and JazzSM can be installed on drives other than the default C drive for Windows (or / “root” for IBM AIX). Here are the benefits and considerations for not installing on the C drive:
 • Space that is allocated for the operating system is not consumed by the Spectrum Control, DB2, and JazzSM applications.
 • Performance degradation because a lack of swap space can occur when running out of space on the C drive. This can lead to an operating system crash if Windows cannot write to log and temporary files.
 
Recommendation: Either have sufficient space on the C drive, or install on another drive, for example, E. If installed on a drive with insufficient space for DB2, see IBM Tivoli Storage Productivity Center Beyond the Basics, SG24-8236.
 – JazzSM
If you choose to install JazzSM, there are two choices you can make:
 • Install JazzSM on your C drive. If you choose to do this, you need an additional
11 GB. This requirement is in addition to the 12 GB that is required for Spectrum Control.
 • Install JazzSM on a drive other than C, for example, E.
 
Note: If you choose to install JazzSM on a drive other than your C drive, in addition to the 11 GB of available space on your other drive, you still need to have 5 GB of free space available on your C drive for temporary files.
The 5 GB of temporary space can be pointed to another location by changing the TMP and TEMP location for $USERApplicationdata from your Windows environment, as shown in the following steps:
i. Click Control Panel → System and Security → System and click Advanced system settings, as shown in Figure 2-4.
Figure 2-4 System properties
ii. Click Environment Variables, as shown in Figure 2-5 on page 27.
Figure 2-5 Environment variables
iii. You can now change the TMP and TEMP location for the user that is installing Spectrum Control. In this example, the user is dk021887 and TEMP and TMP need to be changed to E: emp. Click the line with TMP marked “1”, and then click Edit, marked “2”, as shown in Figure 2-6.
Figure 2-6 TEMP environment variables
3. Plan the installation method in a Windows domain.
Choose between using local user accounts or domain user accounts for the Spectrum Control common user and the Spectrum Control database user.
 
Note: Do not use a mix of local and domain IDs for a single Spectrum Control server. Use local accounts where possible because they have no effect on the type of user IDs that can log in to Spectrum Control. Using domain IDs for users of Spectrum Control is still possible when you install Spectrum Control with local IDs for the technical user IDs.
For more information about using local or domain user IDs for the installation or on using an external authentication server, see Chapter 4, “Configuration and administration considerations, tasks, and use cases” on page 71. For more information about authentication, see Chapter 3, “Setting up authentication” on page 47.
4. Verify the user name and password requirements and define users.
A useful worksheet to document the user names and passwords is provided in the Spectrum Control IBM Knowledge Center, found at:
 
Note: Here are the special characters that are allowed. Because you can use separate users for WebSphere and DB2, we show the allowed characters by application:
WebSphere password: [, ], ?, `, ~, !, (, ), -, _, .
DB2 password: $, ~, @, #, (, ), -, _, {, }, .
If you are using the same password for DB2 and WebSphere, any special characters need to be supported by both. Therefore, the Spectrum Control common user password should contain only these special characters:
Spectrum Control common user: ~, (, ), -, _, .
The comma (,) is not an allowed special character. It is used here as a separator between the allowed characters.
5. Plan the role definition for Spectrum Control users.
The following roles are available with Spectrum Control:
 – Administrator
 – Monitor
 – External Application
For more information about the roles and role to group mappings, see the Spectrum Control IBM Knowledge Center, found at:
6. Plan for managing and monitoring resources, including storage systems, hypervisors, file systems, and switches with Spectrum Control.
Assess the scope of your environment, based on the managing and monitoring needs, to accomplish the following tasks:
 – Identify the communication methods (native API, SNMP, Storage Resource agent, or SMI-S agent).
 – Verify whether the interoperability requirements are met. You can find the Supported Hardware, Products, and Platforms Interoperability Matrix Links web doc at the following website:
 – Plan and implement all necessary actions to meet the interoperability requirements (for example, SAN switch or storage device firmware updates, or device driver updates).
7. Plan for Data Path Explorer.
 
Note: The data path visualization requires Adobe Flash Player to be installed in your web browser.
2.2.2 Installation
This section gives a suggested set of actions for a Spectrum Control V5.2.x fresh installation, pointing out important notes.
We refer to the installation scenario that we implemented in our test environment, which consists of a Spectrum Control Advanced Edition installation on a Windows system in a single-server installation type.
For more information about how to download the installation images for Spectrum Control V5.2 by using the Passport Advantage Online website, see “Obtaining the Spectrum Control V5.2 installation images” on page 21.
For a detailed description of each installation step, review the Spectrum Control IBM Knowledge Center, found at:
Preinstallation steps
Before starting the installation of Spectrum Control, complete the following steps:
1. Verify that Spectrum Control server is defined in the domain name system (DNS) Server.
 
Important: Use DNS. Spectrum Control always uses a fully qualified name, thus if Spectrum Control is not defined to a DNS server, you will have problems when navigating through the Spectrum Control panes and windows.
2. Verify or edit the etc/hosts file.
JazzSM requires the entry localhost in the etc/hosts file. Typically in Windows, the file has the entry 127.0.0.1 localhost commented out.
Open the C:WindowsSystem32driversetchosts file by using Notepad and verify that the line localhost is uncommented, as shown in Example 2-1.
Example 2-1 The hosts file
# localhost name resolution is handled within DNS itself.
127.0.0.1 localhost
 
Note: Make sure that you start the Notepad application as an administrator. We have seen situations where you can edit and save the file, but changes were not written into the same location, so the changes did not have any effect. Open the file after your changes to verify that the changes are saved.
3. Verify the language settings.
Often, your operating system is installed and the interface is using one language, but when you install additional software, it uses a different language because there are several ways to detect the language of the system, and if you have not set all settings to the same language, you can end up having mixed languages.
The Spectrum Control web-based GUI uses the language setting of your browser. Set the rest of Spectrum Control to use the English language because that also determines how logs are written. This setting affects how a problem can be handled by IBM Support.
For a white paper about how to set the language for all components on a Windows server, see the following website:
 
Note: Even though this white paper was written for Tivoli Storage Productivity Center V5.1, it remains valid for Spectrum Control V5.2.x.
4. Install DB2.
Install DB2 by following the detailed instructions that are provided in the Spectrum Control IBM Knowledge Center, found at:
 
 
Note: The DB2 Control Center is no longer available as of DB2 10. To administer your database, you can use IBM Data Studio. The IBM Data Studio installation is included with DB2 10.1 or the 10.5 product installation. The DB2 Setup wizard provides an option to install Data Studio components.
Tip: If you do not want to create the Spectrum Control database and the Tivoli Common Reporting database on the Windows C: drive, you should change the DB2 default database location setting. To do this, run update dbm config using dftdbpath <drive>.
5. Extract the Spectrum Control installation packages (for more information, see 2.2, “Installation outline” on page 24).
In our installation scenario, we chose to install JazzSM at the same time as Spectrum Control installation to use the Spectrum Control reporting capabilities.
 
Note: If you do not need to implement Spectrum Control reports, you can choose to not install JazzSM and install only Spectrum Control.
You can decide to install JazzSM at any time after the Spectrum Control installation.
a. Extract all of the Spectrum Control server parts into a single directory. In our example, we used the C:installspctl_5.2_windows_disk1 folder.
 
Important: If the installation images are downloaded to a Windows directory that has spaces or unusual special characters in the name, Spectrum Control does not install correctly.
Note: Future Spectrum Control program temporary fix (PTF) levels might present a different number of parts for the disk1 file. Make sure that all the parts are downloaded and extracted into the same folder.
 
b. Extract the following files into a new folder. In our example, we used the C:installjazzsm folder.
 • JazzSM file:
Jazz for Service Management 1.1.0.3
 • WebSphere Application Server file:
WebSphere Application Server 8.5.0.1
 • Common Reporting files:
Tivoli Common Reporting 3.1.0.1
Tivoli Common Reporting 3.1.0.2
 
Note: The versions that are listed here apply to Spectrum Control V5.2.8. Future releases of Spectrum Control might include updated versions of these applications.
Installation steps
To install Spectrum Control V5.2.x, complete the following steps:
1. Start the Spectrum Control installation program. In our scenario, it is in C:installspctl_5.2_windows_disk1TPCsetup.
 
Note: Run the installation program as an administrator by right-clicking setup and selecting Run as administrator.
2. Select a language and click OK.
3. Read the program license agreement and select I accept both the IBM and the non-IBM terms.
4. In the Before You Begin: Prerequisites window, in our example, we chose to install the optional reporting features, JazzSM, and Tivoli Common Reporting. Click Install now (Figure 2-7).
Figure 2-7 Before You Begin: Prerequisites window
 
Note: If you click the Learn how to install these components link, you have access to the JazzSM installation by using the Launchpad on Windows document.
Important: Install JazzSM by using the Spectrum Control installer because this is the only way the JazzSM Windows services are created. The service is not created if the JazzSM installer is started in a stand-alone way.
If you decide to install the reporting function later, be sure to use the Spectrum Control installer.
The following steps are specifically for the JazzSM installation:
a. In the Install Jazz for Service Management window, specify the location of the JazzSM installation file. In our installation scenario, it is C:installjazzsm.
b. In the Welcome to Jazz for Service Management 1.1.0.3 window, select Custom Installation (Figure 2-8 on page 33).
Figure 2-8 Welcome to Jazz for Service Management 1.1.0.3
c. The Custom Workflow window shows a summary of the available JazzSM services and supporting middleware that can be installed. Click Next.
d. In the Specify Jazz for Service Management Home Location window, click Next. The empty Existing environment field means that you do not have an existing Jazz for Service Management installation (Figure 2-9).
Figure 2-9 Specify Jazz for Service Management Home Location window
e. In the Specify Source Location window, leave the prefilled values as the defaults and click Next.
f. In the Select Operations window, choose to install only Reporting Services and IBM WebSphere Application Server, as shown in Figure 2-10. As you can see, the IBM DB2 Enterprise Server Edition entry is disabled because we already installed DB2. The DB2 installation files have not been added to the JazzSM installation folder.
Figure 2-10 Select Operations window
 
Important: If you plan to configure Lightweight Directory Access Protocol (LDAP) authentication by using IBM System Storage DS8000 Storage Manager or IBM System Storage SAN Volume Controller, you must install Security Services.
 
g. In the license agreement window, select I accept the terms in the license agreement and click Next.
h. In the Specify Installation Locations window, you can specify an installation location or leave the predefined paths. As a preferred practice, use the predefined paths, as shown in Figure 2-11. The DB2 installation location entry is disabled because we already installed DB2.
Figure 2-11 Specify Installation Locations
5. In the Specify Credentials window, complete the credential entries for WebSphere Application Server administrator and DB2, as shown in Figure 2-12.
Figure 2-12 Specify Credentials window
 
WebSphere Application Server user: The WebSphere Application Server administrator is a new user, and you can change the predefined name and set the password. This new user is not a user in the local operating system; it is created in the WebSphere file repository, and it is the only user that can access the reporting part of Spectrum Control after the installation. You can change the WebSphere configuration later to use the operating system users. You can also enable LDAP or Active Directory servers for reporting. For more information, see 3.2, “Implementing authentication” on page 50.
Connecting to DB2: To allow Spectrum Control access to the DB2 database, you must specify a user with administrative role to DB2 and to the operating system.
For example, change the smadmin user, which is predefined and is the default value, to db2admin to match the DB2 administrator credentials that are created during the DB2 installation.
Important: Be sure to assign different user IDs for the WebSphere Application Server administrator and to the DB2 administrator, or Spectrum Control will have problems later.
a. Figure 2-13 on page 37 shows the Run Tasks window. Review the listed tasks sequence to be run (marked with “1”). If all wanted components are listed, click Run (marked with “2” in the lower right).
Figure 2-13 Review tasks and start the installation
b. You can view the status and details, marked with “1”, of each task as it completes, as shown in Figure 2-14. By clicking the corresponding View Details button in the Review Results window, you can get more details about that task. When all tasks complete, click Exit in the left navigation tree.
Figure 2-14 Installation progress
c. If any task fails, click View Details button and search for FAIL in the text file. An example of an error during installation is shown in Example 2-2. When the error is corrected, click Custom (marked with a “2” in Figure 2-14 on page 37) to restart the installation. All entered and selected options are retained, making a retry simple.
Example 2-2 Installation error
Property Result Found Expected
======== ====== ===== ========
os.localhostInHostsFile FAIL False True
d. Return to the Install Jazz for Service Management window either by clicking Done in the lower right corner or Exit in the menu to the left (shown in Figure 2-14 on page 37).
The Install now button is disabled. The JazzSM installation is complete. You can proceed with Spectrum Control installation by clicking OK.
6. In the Choose Installation Location and Type window, select the installation location or accept the defaults and choose Single server as Installation Type, as shown in Figure 2-15.
Figure 2-15 Installation location
7. In the Single Server Installation Information window, enter the DB2 administrator credentials that you defined during the DB2 installation, as shown in Figure 2-16 on page 39.
Figure 2-16 Enter DB2 credentials
 
Note: If you plan to install Spectrum Control in a large environment, you should consider changing the default location of the Spectrum Control database and store it on fast disks, for example, IBM FlashSystem 900 or V9000. In addition, consider using separate disks for the DB2 redo logs, as for any other large database installation.
8. In the Configure Jazz for Service Management and Tivoli Common Reporting window, enter the JazzSM credentials that you defined during the JazzSM installation (Figure 2-12 on page 36), as shown in Figure 2-17.
Figure 2-17 JazzSM credentials
9. In the Preinstallation Summary window, review the installation information and click Install. The installation might take a couple hours, depending on your server hardware configuration.
10. When the installation is complete, in the Installation Completed window, the links to connect to the Spectrum Control web user interface are shown. Click Done to close the wizard.
2.2.3 Postinstallation tasks
After the Spectrum Control installation, you should perform all or some of the following postinstallation tasks, depending on your environment:
•Verify the Spectrum Control installation, as detailed in the Spectrum Control IBM Knowledge Center, found at:
•Configure Spectrum Control to send email notifications by clicking Settings → Alert Notifications.
•Configure Spectrum Control to send SNMP traps to an SNMP Manager by clicking Settings → Alert Notifications.
•Configure the LDAP environment.
•Implement Role to Group Mapping for Spectrum Control users by clicking Settings User → Management.
•To monitor and administer a DB2 environment, download and install IBM Data Studio V3.2 or later. The downloadable file and installation instructions are available at the following website:
•Set up your browser to use the Spectrum Control web-based GUI:
 – Check that your browser is supported.
 – Adjust the firewall so that the Spectrum Control web-based GUI can be reached from other systems.
 – Adjust your browser’s software to block pop-up ad windows.
 – For the data path viewer, you need Adobe Flash Player.
Proceed with the Spectrum Control configuration tasks, as described in Chapter 4, “Configuration and administration considerations, tasks, and use cases” on page 71.
2.3 Upgrade summary
You can upgrade from Tivoli Storage Productivity Center Version 5.1 or Version 5.2 to Spectrum Control Version 5.2. You cannot upgrade from any release before Tivoli Storage Productivity Center Version 5.1. In our example, we upgrade to Version 5.2.8.
Spectrum Control uses the same installation directory and database name as Tivoli Storage Productivity Center.
2.3.1 Planning considerations
The following sections describe the planning considerations for Spectrum Control upgrades.
Considerations for upgrades from Tivoli Storage Productivity Center V5.2.x
The following list is a summary of the considerations for upgrading your Tivoli Storage Productivity Center V5.1.x to Spectrum Control V5.2:
•Spectrum Control is a native, 64-bit application for all server operating systems. You cannot use the Spectrum Control server on 32-bit operating systems. Every application that is included with the server components is a 64-bit application.
•DB2 9.7 is not supported by Spectrum Control V5.2. DB2 must be upgraded to a supported 64-bit version first. For more information about the DB2 upgrade, see the Spectrum Control IBM Knowledge Center, found at:
For more information about the supported DB2 levels, see Supported Platforms, found at:
•When upgrading from Tivoli Storage Productivity Center V5.2.x to Spectrum Control V5.2.x, maintenance updates are applied to Tivoli Storage Productivity Center for Replication. It remains installed as Tivoli Storage Productivity Center for Replication. A license for Copy Services Manager is included with Spectrum Control to allow migration for maintenance and new features.
Considerations for upgrades from Tivoli Storage Productivity Center V5.1.x
The following list is a summary of the considerations for upgrading your Tivoli Storage Productivity Center V5.1.x to Spectrum Control V5.2:
•Windows 2003 and Windows 2008 32-bit environments are not supported by Spectrum Control. To upgrade older Tivoli Storage Productivity Center installations, the operating system must be migrated to a Windows 64-bit environment.
•DB2 9.7 (32-bit or 64-bit) is not supported by Spectrum Control V5.2. DB2 must be upgraded to a supported 64-bit version. For more information about the DB2 upgrade, see the Spectrum Control IBM Knowledge Center, found at:
For more information about DB2 levels that are supported by Spectrum Control, see Supported Platforms, found at:
•The Spectrum Control V5.2 preferred memory requirement is 16 GB. Verify whether additional memory is required for your Spectrum Control server.
•Tivoli Integrated Portal is not used in Spectrum Control. During the Spectrum Control upgrade process, you can choose to preserve the old Tivoli Integrated Portal instance. As a preferred practice, uninstall Tivoli Integrated Portal unless it is being shared with another product. Tivoli Integrated Portal data is not migrated.
 – LDAP configuration settings are not migrated from Tivoli Integrated Portal to JazzSM. You must configure manually the JazzSM with LDAP repository by using the WebSphere Application Server administrative console. For more information, see the Spectrum Control IBM Knowledge Center, found at:
 – If you used any custom Tivoli Common Reporting reports or configured DB2 as an external content store with Tivoli Common Reporting V2.1.1, see IBM Tivoli Storage Productivity Center V5.2 Release Guide, SG24-8204.
 
Important: If your DS8000 or SAN Volume Controller storage system is configured to use Single Sign-On with Tivoli Storage Productivity Center V5.1, the DS8000 or SAN Volume Controller has stored the Tivoli Integrated Portal information in its configuration. This configuration must be switched back to local authentication during the upgrade of Spectrum Control because Tivoli Integrated Portal is no longer used and should be uninstalled.
To be on the safe side, consider reverting to OS authentication for Tivoli Storage Productivity Center V5.1.x during the upgrade. In addition, check your documentation regarding the values that you need for reenabling LDAP and Active Directory later.
•The roles that were defined in Tivoli Storage Productivity Center V5.1 were consolidated. For more information, see Spectrum Control IBM Knowledge Center, found at:
•When upgrading from Tivoli Storage Productivity Center 5V.1.x to Spectrum Control V5.2.x, maintenance updates are applied to Tivoli Storage Productivity Center for Replication. It is upgraded and shows as Tivoli Storage Productivity Center for Replication, not as Spectrum Control. A license for Copy Services Manager is included with Spectrum Control to allow migration for maintenance fixes and new features.
•If you have CAS-based Data or Fabric Agents from earlier releases, migrate these agents to Storage Resource agents before upgrading.
Considerations for upgrades from Tivoli Storage Productivity Center V4.2.x
You cannot upgrade from Tivoli Storage Productivity Center V4.2.2 or any earlier releases to Spectrum Control V5.2. Upgrade from Tivoli Storage Productivity Center V4.2.x to Tivoli Storage Productivity Center V5.2.7 and then to Spectrum Control. This action avoids installing Tivoli Integrated Portal with Tivoli Storage Productivity Center V5.1.x. For more information about that upgrade, see IBM Tivoli Storage Productivity Center V5.2 Release Guide, SG24-8204.
2.3.2 Pre-upgrade steps
Here are the pre-upgrade steps:
1. Back up the existing Tivoli Storage Productivity Center or Spectrum Control database and server machine to provide a point to restore if the upgrade fails. Instructions for backing up the database by using DB2 backup CLI commands are available in the Spectrum Control IBM Knowledge Center, found at:
2. If you have a standby server that is configured for the Tivoli Storage Productivity Center for Replication server, make the Tivoli Storage Productivity Center for Replication instance on the stand-by server active. Make the Tivoli Storage Productivity Center for Replication server that you are upgrading the standby server.
3. Follow any necessary actions from the upgrade considerations that are presented in 2.3.1, “Planning considerations” on page 41.
2.3.3 Upgrade steps
The upgrade steps are similar to the installation steps that are described in “Preinstallation steps” on page 29, except that the DB2 installation step is skipped because you have installed DB2.
Complete the following steps:
1. Verify or edit the etc/hosts file (see “Preinstallation steps” on page 29).
2. Extract the installation packages (see the extraction steps in “Preinstallation steps” on page 29).
3. Start the Spectrum Control installation program (see “Installation steps” on page 31) and follow the same steps as the fresh installation. During Spectrum Control installation steps, the Uninstall Tivoli Integrated Portal window might open. This window opens when you upgrade from Tivoli Storage Productivity Center V5.1.x. You should uninstall it to reclaim system resources unless it is shared with another product. Spectrum Control V5.2 does not use Tivoli Integrated Portal.
2.3.4 Post-upgrade tasks
After the Spectrum Control migration is complete, verify the correct upgrade of your Spectrum Control environment by implementing verification steps by using the checklist that is provided in 2.2.3, “Postinstallation tasks” on page 40 as a guideline.
In addition, you must verify that all the tasks and schedules that are defined in the former Tivoli Storage Productivity Center environment (performance monitoring jobs and reporting jobs) are correctly redefined and active in your new Spectrum Control V5.2 environment.
2.4 Installing the Reporting component later
If you did not install the Reporting component, you see only a link to learn how to install Cognos when you click the Cognos menu item in the GUI, as shown in Figure 2-18.
Figure 2-18 Spectrum Control web-based GUI when Cognos Reporting is not installed
 
 
 
 
Note: Although the Learn how documentation can help you with installing JazzSM, use with Spectrum Control installation program to install JazzSM for a simpler installation workflow.
To install JazzSM by using the Spectrum Control installation program, complete the following steps:
1. Download and extract the images (see 2.1, “Preinstallation planning” on page 20).
2. Verify or edit the etc/hosts file (see“Preinstallation steps” on page 29).
3. Start the Tivoli Storage Productivity Center installer.
In the Before You Begin: Prerequisites window, choose to install the optional Reporting features, JazzSM, and Tivoli Common Reporting by clicking Install now, as shown in Figure 2-19 on page 45.
Figure 2-19 Before You Begin: Prerequisites window
 
Note: If you click the Learn how to install these components link, you have access to the JazzSM installation by using the Launchpad on Windows guide.
4. Continue with the installation steps of the JazzSM component, as described in step a on page 32 through step c on page 38.
5. Continue the installation steps in the Spectrum Control installation program to install the Spectrum Control specific reports in the Reporting environment.
6. Restart the Spectrum Control web-based GUI by using the IBM WAS80Service - SpectrumControl service on Windows.
 
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