Upgrading to a new version of Windchill requires the use of a development platform and a production platform to facilitate upgrading and testing prior to upgrading the production system.
Before proceeding with an upgrade, be certain to review the upgrade requirements outlined in the Windchill Configuration Guide.
In the lists below, the book and chapter number are indicated at the end of each sub-step in parentheses. The letter represents the specific guide, and the number represents the chapter number.
For information on how to complete a new Windchill Installation, see the Checklist for a New Windchill Installation.
Perform the following steps to complete a version upgrade Windchill installation.
If you have not already done so,
1. Apply the applicable operating system patches. (I-2)
2. Review system memory and disk space requirements. (I-2)
3. Review your Windchill and third-party product hardware requirements. (I-2)
All processing activities must be completed on the development system prior to upgrading the third-party products on the development platform.
1. Freeze all customization activities on the development system.
2. Complete the processing of the development system background queues.
3. Back up the codebase and database of the development system.
4. Stop the development system Windchill servers.
1. Verify that the third-party products are current with this Windchill release.
2. Upgrade the Web browsers and Web servers. (I-3 for non-AIX) (I-4 for AIX)
3. Upgrade the Oracle8i Release 2 software. (I-5)
4. Upgrade the Java Development Kit (JDK). (I-6)
5. Upgrade the servlet engine. (I-7 for non-AIX) (I-4 for AIX)
This list represents the CD-ROM titles of your PTC products. (I-8)
1. Install Foundation and PDM (required).
2. Install Documentation (optional).
3. Install Customization Factor (optional).
4. Install Engineering Factor (optional).
5. Install Sourcing Factor (optional).
6. Install Product Planning Factor (optional).
7. Install Info* Engine Server (optional).
Note: You install these optional Windchill applications either manually or with a Wizard: Universal Classification, Manufacturing Planning Factor, Info*Engine Database and Directory Adapters, and ProductView.
1. Create the Oracle8i database, user schema, and Windchill objects. (I-9)
1. Configure the Web server. (C-3 for non-AIX) (C-6 for AIX)
2. Configure the servlet engine. (C-4 for non-AIX) (C-6 for AIX)
3. Configure the Web server for authentication. (C-5 for non-AIX) (C-6 for AIX)
1. Convert to support multi-byte character sets (optional). (C-7)
1. Integrate the Verity search engine configurations of the development system into the test system (required if Verity is installed). (C-10)
2. Integrate the customized components of the development system into the codebase of the test system. (C-10)
3. Execute the newly generated SQL scripts to apply the customized code enhancements to the test system database. (C-10)
4. Load the Windchill database with test data. (C-8)
5. Test the customized components of the test system using site-specific procedures.
1. Upgrade Windchill Content Replication (optional). (C-9)
2. Upgrade the database schema of the development system in place. (C-10)
3. Migrate the data of the development system in place. (C-10)
4. Start the Windchill servers on the test system. (C-10)
5. Test the upgraded database of the development system using the codebase of the test system and site-developed procedures.
1. Complete the processing of the background queues on the production system. (C-10)
2. Stop the production system Windchill servers. (C-11)
3. Back up the codebase and database on the production system.
1. Upgrade the Web browsers and Web servers. (I-3 for non-AIX) (I-4 for AIX)
2. Upgrade the Oracle8i Release 2 software. (I-5 for non-AIX) (I-4 for AIX)
3. Upgrade the Java Development Kit (JDK). (I-6 for non-AIX) (I-4 for AIX)
4. Upgrade the servlet engine with Java Server Page support. (I-7 for non-AIX) (I-4 for AIX)
1. Copy the Windchill directory contents from the test system to the production system. (C-10)
1. Configure the Web server. (C-3 for non-AIX) (I-6 for AIX)
2. Configure the servlet engine. (C-4 for non-AIX) (I-6 for AIX)
3. Configure the Web server for authentication. (C-5 for non-AIX) (I-6 for AIX)
1. Upgrade the database schema of the production system in place. (C-10)
2. Migrate the data of the production system in place. (C-10)
3. Start the Windchill servers and initiate the Windchill home page. (C-11)
4. Perform a regression test of the upgraded production system using site-specified procedures.
1. Create the bootstrap files. (C-12)
1. Apply the Web browser upgrades on the Windchill client systems. (C-13)
1. Upgrade or install the RetrievalWare search engine. (I-10)
2. Configure the RetrievalWare index database. (C-14)
3. Load the RetrievalWare index database. (C-14)
1. Upgrade or install Rational Rose. (I-11)
2. Configure Rational Rose. (C-16)
1. Upgrade or install VisualCafe. (I-11)
1. Configure the Optegra Gateway server. (C-17)
1. Configure Release-To-Production. (C-18)
1. Install the Windchill vertical client applications. (C-21)
2. Test the vertical client applications using site-specified procedures.