How to upgrade from TIBCO Data Virtualization v7.0.x to v8?

If you are migrating from 7.0.x to v8, and are on a version less than 7.0.8, it is necessary to follow a two-stage approach as follows:

(i)   Patch up to 7.0.8 by using the steps below.

(ii)  Proceed with the migration to v8 (the steps are at the end of this article).

If you are already on 7.0.8 or 7.0.9, skip the following sections and go straight to "Migrating to v8" .

Steps

(1)  Take a Full Server Backup CAR from the v7 server

The backup may be taken using the following server command line tool:

• backup_export.sh    (for UNIX - Linux/AIX)
• backup_export.bat   (for Windows)

The tool is located under <TDV server v7 install folder>/bin. 
For purposes of illustration, we will call the backup v7_Full_Server_Backup.CAR.

(2)  Make a backup copy of your v7 installation folder

For instance, if v7 is installed under C:\Program Files\tdv_v7, make a copy C:\Program Files\tdv_v7_backup.

(3)  Temporarily turn off cache refreshes in v7

This will prevent both servers (v7 and v8) from attempting to refresh cache tables at the same time. To turn off cache refreshes:

• Go to TDV Studio > Administration > Configuration > Server > Configuration  > Debugging
• Set Disable Cache Refreshes to true.

(4)  For v7.0.0 to v7.0.2 installations only (skip if you are at a higher version)

Download server patch v707 [refer to step (5)] and then follow the steps below.

a.  cd <TDV server v7 install folder>  

b.  Stop the TDV instance processes for v7 i.e. TDV Monitor Daemon, Studio client(s), Repository, and Cache as follows:

         ./bin/composite.sh monitor stop     (for UNIX - Linux/AIX)
         ./bin/composite.sh repo stop
         ./bin/composite.sh cache stop

         .\bin\composite.bat monitor stop     (for Windows)     
         .\bin\composite.bat repo stop
         .\bin\composite.bat cache stop

c.  Unzip the v7.0.7 server patch over the existing installation (Note: if prompted to overwrite a file, always say yes)

d.  Download the file cis_upgradePsql70.sh (UNIX - Linux/AIX) or cis_upgradePsql70.bat (Windows) that is attached to this KB article.

e.  Copy cis_upgradePsql70.sh (UNIX - Linux/AIX) or cis_upgradePsql70.bat (Windows) to the <TDV server v7 install folder>\bin directory, and then run the following commands:

         chmod a+x bin/*.sh                  (for UNIX - Linux/AIX)    
        ./bin/cis_upgradePsql70.sh
     
        .\bin\cis_upgradePsql70.bat      (for Windows)

f.   Execute the v707 upgrade scripts as below:

         ./bin/cis_upgrade_patch.sh    (for UNIX - Linux/AIX)
     
         .\bin\cis_upgrade_patch.bat    (for Windows)

Note: For pre-707 upgrade scripts, when prompted for “Default port:” provide the base TDV port e.g. 9400.

g.  Verify the TDV version by reviewing the <TDV v7 install folder>\logs\cs_server.log for a version information line like “TIBCO Data Virtualization 7.0.7” in this file. 

h.  Follow the steps in (6.2) to upgrade to 7.0.8.

Note: The TDV processes will be restarted by the previous upgrade script step.

(5)   For v7.0.3 to v7.0.6 installations

Download two server patches v7.0.7 and v7.0.8 from https://edelivery.tibco.com/ as follows:

a.  Log in to https://edelivery.tibco.com/  

b.  Download the v7.0.7 server patch
             -   Select Version “7.0.7 - SR”
             -   OS: “ISO (DVD Image)
             -   Check “Individual file download”
             -   Download TIB_tdv_server_7.0.7_all.zip (aka v7.0.7 server patch)

c.  Download the v7.0.8 server patch
              -   Select Version “7.0.8”
              -   OS: “ISO (DVD Image)
              -   Check “Individual file download”
              -   Download TIB_tdv_server_7.0.8_all.zip (aka v7.0.8 server patch)

(6)   Apply v7.0.7 and v.7.0.8 patches in order

i.e. First upgrade to v7.0.7, and then upgrade to v7.0.8.

Example: If you are on v7.0.3, first apply v7.0.7, then v7.0.8. The steps are below.

(6.1)  TDV Server upgrade to v7.0.7    (using v7.0.3 as an example)

a.  cd <TDV server v7 install folder>     # 7.0.3 in our example

b.  Stop the TDV instance processes for v7 i.e. TDV Monitor Daemon, Studio clients, Repo, and Cache as follows:

         ./bin/composite.sh monitor stop    (for UNIX - Linux/AIX)
         ./bin/composite.sh repo stop
         ./bin/composite.sh cache stop

         .\bin\composite.bat monitor stop    (for Windows)     
         .\bin\composite.bat repo stop
         .\bin\composite.bat cache stop

c. Unzip the v7.0.7 server patch over the existing installation (if prompted to overwrite a file, always say yes)

d.  cd <TDV server v7 install folder>

         ./bin/cis_upgrade_patch.sh    (for UNIX - Linux/AIX)
          chmod a+x bin/*.sh

          .\bin\cis_upgrade_patch.bat    (for Windows)

Note:   For pre 708 upgrade scripts: provide base DV port when prompted for “Default port:”.  E.g. 9400.

e.  Verify the TDV version by reviewing the <TDV v7 install folder>\logs\cs_server.log and looking for a version line like “TIBCO Data Virtualization 7.0.7” in this file. 

Note: TDV processes will be restarted by the previous upgrade script step.

(6.2) TDV Server upgrade to v7.0.8  (using v7.0.7 as an example)

a.  cd <TDV server v7 install folder>   # 7.0.7 in our example

b.  Stop the TDV instance processes for v7 i.e. TDV Monitor Daemon and Studio clients. 
       
         ./bin/composite.sh monitor stop    (for UNIX - Linux/AIX)
         .\bin\composite.bat monitor stop   (for Windows)     

c.  Unzip the v7.0.8 server patch over the existing installation (if prompted to overwrite a file, always say yes)

d.  cd <TDV server v7 install folder>

         ./bin/cis_upgrade_patch.sh    (for UNIX - Linux/AIX)
         chmod a+x bin/*.sh

         .\bin\cis_upgrade_patch.bat    (for  Windows)

e.  Verify the TDV version by reviewing the <TDV v7 install folder>/logs/cs_server.log and looking for a version line like “TIBCO Data Virtualization 7.0.8” in this file.

(7)  Create a v7.0.8 server backup car file

Make one Full Server Backup CAR from the v7.0.8 server, using the server command line tool. The command line tool is:

• backup_export.sh (for UNIX - Linux/AIX)
• backup_export.bat (for Windows)

and it may be found under <TDV server v7 install folder>/bin.  For purposes of illustration, we will call the backup v7_Full_Server_Backup_for_v8.CAR.

You are now ready to migrate to v8.

Migrating to v8

There are two ways to migrate to v8: a Parallel upgrade, and an In-place upgrade.

Parallel upgrade

This is the preferred approach, as it provides the following benefits:

• Running v7 in parallel with v8 enables you to test v8 for any potential  issues [for example, see (e) below]
• It is faster and simpler than an In-place upgrade. 

a.  Download the most recent v8 installer executable from https://edelivery.tibco.com/.

b.  Optionally: disable all cache data sources in v7 by enabling 'Disable Cache Refreshes' under TDV Studio > Administration > Configuration > Server > Configuration > Debugging (it is disabled by default). This will ensure that the v7 server and v8 server do not attempt to run cache refreshes at the same time. While this is optional, we recommend it as on rare occasion, simultaneous cache requests against a cache table could cause the table to become corrupted, in which case the cache would need to be cleared.

c.  Run the v8 installer executable. When prompted to enter an installation folder,  specify a new folder (i.e. do not overwrite the existing v7 installation). Once the installation completes, there will be two TDV servers  (v7 and v8) running on the machine.

d.  Import the Full Server Backup taken from TDV v7 (e.g. v7_Full_Server_Backup_for_v8.CAR) into the newly installed v8 server.

e.  Test the data sources in v8. If a data source currently working in v7 does not work in v8, it usually means that the JDBC driver for that particular data source needs to be upgraded to a new driver that is compatible with Java 11. 

f.  If v7 contains any manually customized files, redo the customizations in v8.

g. Once testing of v8 is complete, v7 may be shut down.

Note:  If the TDV user community prefers that v8 use the port at which v7 has been running, v8 may configured accordingly by changing the value of Studio >> Administration >> Configuration >> Server >> Web Services Interface >> Communications >> HTTP >> Port (on server restart)

In-place upgrade

If upgrading to 8.2: 

Upgrading to 8.2 should not be required, as later versions (e.g. 8.5.1) are available and it is best to upgrade to the latest version by following the instructions under the following section "If upgrading to a version higher than 8.2".

If it is absolutely necessary to upgrade to 8.2, please refer to the steps under the section "Upgrading from an Earlier TDV Release" in the TIBCO Data Virtualization Installation and Upgrade Guide.

If upgrading to a version higher than 8.2:

a.  Download the service pack from https://edelivery.tibco.com/.

b.  Follow the steps under the section To apply a service pack in the Release Notes. The Release Notes may be found on the docs.tibco.com site:
         https://docs.tibco.com/pub/tdv/8.5.1/TIB_tdv_8.5.1_relnotes.pdf
         https://docs.tibco.com/pub/tdv/8.4.1/TIB_tdv_8.4.1_relnotes.pdf
         https://docs.tibco.com/pub/tdv/8.3.1/TIB_tdv_8.3.1_relnotes.pdf

How to upgrade from TIBCO Data Virtualization versions 7.0.x to versions 8.x?