14.1 Prerequisite Tasks for Upgrade

To prepare for upgrading your PTM Appliance, complete the prerequisite tasks in Table 14-1 in the recommended order as shown.

Table 14-1 Checklist for Preparing to Upgrade the PTM Appliance

Topic	Prerequisite Task	Notes
Requirements	Before you begin, ensure that you meet the requirements for upgrade.	See PTM Appliance Upgrade Requirements.
Automation	Ensure that no PTM-controlled automated migrations or replications are in progress.	For automated migrations controlled by PTM: Wait until in-progress migrations are complete. -OR- In the PTM Web Interface, pause migration schedules by placing the workloads in an On Hold state. Wait for in-progress replications to complete, or abort them. IMPORTANT:Workload migrations must remain in the On Hold state until after you have completed the upgrades for the PTM Appliance, all Migrate Connector instances, and all PlateSpin Migrate servers.
Tracking	For PlateSpin Migrate servers, ensure that no PTM-tracked migrations or replications are in progress.	For migrations being tracked by PTM: Wait until in-progress migrations are reported by the Migrate Servers as complete. -OR- In the Migrate Web interface or Migrate Client, pause migration schedules by using Pause Schedule for the workloads. Wait for in-progress replications to complete, or abort them. IMPORTANT:Workload migrations must remain in the Paused Schedule state until after you have completed the upgrades for the PTM Appliance, all Migrate Connector instances, and all PlateSpin Migrate servers.
Users	Require all users to log out of the PTM Web Interface and close the web browser.	Users must not attempt to plan, configure, and execute migrations during the upgrade. This requirement applies to the PTM Web Interface as well as any custom clients that use the PTM REST API.
Connectors	On each remote PlateSpin Migrate Connector host server, stop the Migrate Connector instance from running and save a copy of the Connector settings.	On each Connector host server: Log in as the root user to the Connector host server. Stop the Migrate Connector service. In a console, enter rcps_migrate_connector stop Navigate to the /opt/microfocus/migrate_connector/config/ directory and save a copy of the settings.cfg file to a location you can access from a replacement Connector host server after the Appliance upgrade. Exit the host server. IMPORTANT:There should be no Connector communications with the replacement PTM Appliance until the Connector software has also been upgraded.
Services	Stop the Migrate Connector service and PlateSpin Server service running on the PTM Appliance.	Log in to the PTM Appliance Management Console as the vaadmin user. Click System Services . Select the PlateSpin Migrate Connector for PTM service, then select Action > Stop. Wait until the Connector is reported as stopped before you continue. Select the PlateSpin Transformation Manager service, then select Action > Stop. Wait until the PTM service is reported as stopped before you continue.
SSH	Enable SSH on the PTM Appliance VM.	SSH access to the PTM Appliance VM is required to perform subsequent prerequisite tasks. Continuing in System Services the Appliance Management Console from Task: Services, select the SSH service. Select Action > Start. Click Close to exit System Services.
Admin	Log out of the PTM Appliance Management Console and close the web browser.	Do not log in to the Appliance Management Console again except as directed to complete the upgrade.
Database	Export the PTM Database from PostgreSQL 9.6 on your existing PTM 2019.2 Appliance.	See Section 14.2, Back Up Data from the PTM Database.
Local Connector Settings	Save a copy of the local Connector settings file on the Appliance.	See Section 14.3, Save Local Connector Settings.
Jetty	(Conditional) If you modified the Jetty settings on the PTM Appliance, save your custom Jetty settings.	See Section 14.4, Save Jetty Settings.
Themes	(Conditional) If you modified the default theme settings files without copying them to a custom location, save a copy of the customized default files.	See Section 14.5, Save Customized Default Theme Files.
Appliance Services	Note settings you modified for the appliance.	Typically, you make changes to Linux services through the Appliance Management Console, which stores those settings on Disk 2 (/vastorage). Note settings you have made, such as for Time or Digital Certificate services.
Custom Linux Services or Ports	(Conditional) If you used native Linux tools to customize the Linux services or ports on the PTM Appliance, make a note of the settings.	If you modify settings for Linux services by using native Linux tools, the configuration files are stored on the Appliance disk. Make a note of settings you made using native Linux tools, such as if you configured Proxy Client Settings to use your proxy server for HTTP and HTTPS communications over the Internet.
Power-down	Log in to VMware vSphere for the Appliance host, then power down the Appliance VM gracefully.	At shutdown, essential configuration files are copied to the /vastorage/conf/ folder, including the configuration for the Migrate Connector instance installed on the Appliance. IMPORTANT:Wait until the VM powers down gracefully before you continue. For an example of saved files, see Section 14.6, Archive Essential Configuration Files.
Prepare for New VM	Prepare to deploy the replacement VM for the PTM Appliance.	See Section 15.1, Before You Deploy a Replacement Appliance VM.