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Upgrading Documentum Environment from 5.2 to 6.5

November 22, 2010

The process of upgrading Documentum Content Server from 5.2.5 SP2 to 6.5 SP2 can be divided in two steps:

a)    Upgrading 5.2.5 SP2 to 5.3 SP5

b)    Upgrading the 5.3 SP5 to 6.5 SP2

Part A: Upgrading 5.2.5 SP2 to 5.3 SP5

Following are the steps for the upgrading Documentum environment from 5.2.5 SP2 to 5.3 SP5:

  1. Before upgrading the Documentum content server the database needs to be upgraded from Oracle 8i to Oracle 10g. Before upgrading the Oracle 10g take the db backup and restore them once oracle is upgraded.
  2. Now install the Documentum 5.3 SP5 on the same location where 5.2.5 SP2 is located. Here while installing 5.3 SP5 it will check whether older version of Documentum content server is installed. Since already Documentum is installed it will ask whether to proceed with upgrading the content server or not. Click OK to continue.

The remaining installation steps are similar to the normal content server installation.

3.    Now the content server has been upgraded to 5.3 SP5.

4.    Now docbroker, docbase needs to be upgraded.

Run the server configuration to upgrade the docbroker and docbase respectively. Check the two check boxes as shown in the following screen shot to upgrade the docbroker and docbases.

5.    First docbroker needs to be upgraded. Click on the upgrade docbroker option to upgrade the docbroker.

A confirmation dialog box will pop up informing about upgrading the connection broker. Click on OK to proceed.

6.    Once the docbroker is upgraded, docbase needs to be upgraded. Select continue with server configuration option to upgrade the docbase.

7.    Select upgrade the existing repository option to upgrade the docbase.

A confirmation dialog box will pop up informing about upgrading the connection broker. Click on OK to proceed.

8.    Once the dobase is upgraded, restart the Documentum server, connection broker and docbase. Test the connectivity through da and webtop.

9.    Check all the existing docapps are functioning as they were in the previous environment.

Part B: Upgrading 5.3 SP5 to 6.5 SP2

The second part of the upgrade process involves upgrading from 5.3 SP5to 6.5 SP2.

Following are the steps for upgrading Documentum environment from 5.3 SP5 to 6.5 SP2:

Assuming Documentum 5.3 SP5 is installed on windows 2003 server with database as Oracle 10g.

1.    Now install the Documentum 6.5 SP2 on the same location where 5.3 SP5 is located. Here while installing 6.5 SP2 it will check whether older version of Documentum content server is installed. Since already Documentum is installed it will ask whether to proceed with upgrading the content server or not. Click OK to continue.

The remaining installation steps are similar to the normal content server installation.

2.    Now the content server has been upgraded to 6.5 SP2.

3.    Now docbroker, docbase needs to be upgraded.

4.    Run the server configuration to upgrade the docbroker and docbase respectively. Check the two check boxes as shown in the following screen shot to upgrade the docbroker and docbases.

5.    First docbroker needs to be upgraded. Click on the upgrade docbroker option to upgrade the docbroker.

A confirmation dialog box will pop up informing about upgrading the connection broker. Click on OK to proceed.

6.    Once the docbroker is upgraded, docbase needs to be upgraded. Select continue with server configuration option to upgrade the docbase.

7.    Select upgrade the existing repository option to upgrade the docbase.

A confirmation dialog box will pop up informing about upgrading the connection broker. Click on OK to proceed.

8.    Once the dobase is upgraded, restart the Documentum server, connection broker and docbase. Test the connectivity through da and webtop.

9.    Check all the existing docapps are functioning as they were in the previous environment.

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