Migration Guide

This appendix provides procedures for migrating from previous EPMware versions and upgrading existing installations.

Version Compatibility Matrix

Current Version	Target Version	Direct Upgrade	Migration Path
5.x	6.6	No	5.x → 6.0 → 6.6
6.0	6.6	Yes	Direct upgrade
6.1-6.5	6.6	Yes	Direct upgrade

Pre-Migration Checklist

Before starting migration:

[ ] Review release notes for target version
[ ] Verify system requirements met
[ ] Document current configuration
[ ] Backup database
[ ] Backup application files
[ ] Backup configuration files
[ ] Schedule maintenance window
[ ] Notify users of downtime
[ ] Test migration in non-production
[ ] Prepare rollback plan

Migration Planning

Assess Current Environment

#!/bin/bash
# Environment Assessment Script

echo "EPMware Environment Assessment"
echo "=============================="

# Check current version
echo -n "Current EPMware Version: "
grep "app.version" /opt/epmware/config/application.properties

# Check database version
echo -n "Database Version: "
sqlplus -s ew/password@EPMWARE << EOF
SELECT version FROM ew_system_info;
EXIT;
EOF

# Check disk space
echo "Disk Space Available:"
df -h /opt/epmware

# Count database objects
echo "Database Objects:"
sqlplus -s ew/password@EPMWARE << EOF
SELECT object_type, COUNT(*) 
FROM user_objects 
GROUP BY object_type;
EXIT;
EOF

# Check integrations
echo "Active Integrations:"
ls -la /opt/epmware/config/integrations/

Migration Timeline

Phase	Duration	Activities
Planning	1 week	Assessment, testing, documentation
Preparation	2 days	Backups, staging, communication
Migration	4-8 hours	Database upgrade, application upgrade
Validation	2 hours	Testing, verification
Stabilization	1 week	Monitoring, issue resolution

Database Migration

Backup Current Database

#!/bin/bash
# Database Backup Script

TIMESTAMP=$(date +%Y%m%d_%H%M%S)
BACKUP_DIR="/backup/epmware/migration"

# Create backup directory
mkdir -p ${BACKUP_DIR}

# Export database
expdp ew/password@EPMWARE \
      directory=DATA_PUMP \
      dumpfile=ew_pre_migration_${TIMESTAMP}.dmp \
      logfile=ew_pre_migration_${TIMESTAMP}.log \
      full=y

# Backup database files (optional)
rman target / << EOF
BACKUP DATABASE PLUS ARCHIVELOG;
BACKUP CURRENT CONTROLFILE;
EOF

echo "Database backup completed: ${BACKUP_DIR}"

Upgrade Database Schema

-- Database Schema Upgrade Script
-- Run as EW user

-- Check current version
SELECT * FROM ew_system_info;

-- Run version-specific upgrade scripts
@upgrade_6.0_to_6.1.sql
@upgrade_6.1_to_6.2.sql
@upgrade_6.2_to_6.3.sql
@upgrade_6.3_to_6.4.sql
@upgrade_6.4_to_6.5.sql
@upgrade_6.5_to_6.6.sql

-- Update version
UPDATE ew_system_info 
SET version = '6.6',
    upgrade_date = SYSDATE;

-- Compile invalid objects
EXEC DBMS_UTILITY.compile_schema('EW');

-- Verify upgrade
SELECT COUNT(*) FROM user_objects WHERE status = 'INVALID';
COMMIT;

Data Migration Scripts

-- Data Migration for New Features

-- Migrate configuration data
INSERT INTO ew_config_new
SELECT config_id, config_name, config_value, 'MIGRATED', SYSDATE
FROM ew_config_old;

-- Update metadata structure
ALTER TABLE ew_metadata ADD (
    new_column1 VARCHAR2(100),
    new_column2 NUMBER,
    migration_flag CHAR(1) DEFAULT 'N'
);

-- Migrate metadata
UPDATE ew_metadata 
SET new_column1 = old_column,
    migration_flag = 'Y'
WHERE migration_flag = 'N';

-- Create new indexes
CREATE INDEX idx_metadata_new ON ew_metadata(new_column1);

-- Drop obsolete objects
DROP TABLE ew_obsolete_table CASCADE CONSTRAINTS;
DROP INDEX idx_obsolete;

COMMIT;

Application Migration

Backup Current Application

#!/bin/bash
# Application Backup Script

TIMESTAMP=$(date +%Y%m%d_%H%M%S)
BACKUP_DIR="/backup/epmware/migration"

# Stop application
systemctl stop tomcat

# Backup application files
tar -czvf ${BACKUP_DIR}/epmware_app_${TIMESTAMP}.tar.gz \
    /opt/tomcat/webapps/epmware/

# Backup configuration
tar -czvf ${BACKUP_DIR}/epmware_config_${TIMESTAMP}.tar.gz \
    /opt/epmware/config/

# Backup Tomcat configuration
tar -czvf ${BACKUP_DIR}/tomcat_config_${TIMESTAMP}.tar.gz \
    /opt/tomcat/conf/

echo "Application backup completed"

Deploy New Application Version

#!/bin/bash
# Application Deployment Script

# Variables
NEW_WAR="/tmp/epmware-6.6.war"
WEBAPP_DIR="/opt/tomcat/webapps"

# Remove old application
rm -rf ${WEBAPP_DIR}/epmware
rm -f ${WEBAPP_DIR}/epmware.war

# Deploy new version
cp ${NEW_WAR} ${WEBAPP_DIR}/epmware.war

# Start Tomcat
systemctl start tomcat

# Wait for deployment
sleep 60

# Verify deployment
curl -I http://localhost:8080/epmware

Migrate Configuration Files

#!/bin/bash
# Configuration Migration Script

# Backup existing configuration
cp /opt/tomcat/webapps/epmware/WEB-INF/classes/fs_custom.properties \
   /opt/tomcat/webapps/epmware/WEB-INF/classes/fs_custom.properties.backup

# Merge configuration changes
# Compare and merge manually or use diff tool
diff fs_custom.properties.old fs_custom.properties.new > config_changes.diff

# Apply configuration changes
cat > /opt/tomcat/webapps/epmware/WEB-INF/classes/fs_custom.properties << EOF
# Migrated configuration
# Updated: $(date)

# Existing settings (preserved)
$(grep -v "^#" fs_custom.properties.backup)

# New settings for version 6.6
new.feature.enabled=true
new.feature.config=value
EOF

# Restart application
systemctl restart tomcat

Agent Migration

Upgrade EPMware Agents

#!/bin/bash
# Agent Upgrade Script

# Stop agent
systemctl stop epmware-agent

# Backup current agent
cp -r /opt/epmware/agent /opt/epmware/agent.backup

# Extract new agent
cd /opt/epmware
tar -xzvf epmware-agent-6.6.tar.gz

# Preserve configuration
cp /opt/epmware/agent.backup/conf/agent.properties \
   /opt/epmware/agent/conf/

# Update agent registration
/opt/epmware/agent/bin/agent.sh upgrade

# Start agent
systemctl start epmware-agent

# Verify agent status
/opt/epmware/agent/bin/agent.sh status

Post-Migration Tasks

Validation Checklist

[ ] Application accessible
[ ] User login successful
[ ] Database connectivity verified
[ ] Agent connectivity confirmed
[ ] Target applications connected
[ ] Email notifications working
[ ] Scheduled jobs running
[ ] Workflows functioning
[ ] Reports generating
[ ] Audit trail recording

Performance Validation

#!/bin/bash
# Performance Validation Script

echo "Post-Migration Performance Check"
echo "================================"

# Response time test
time curl -s http://localhost:8080/epmware/login > /dev/null

# Database performance
sqlplus -s ew/password@EPMWARE << EOF
SET TIMING ON
SELECT COUNT(*) FROM ew_metadata;
SELECT COUNT(*) FROM ew_audit;
EXIT;
EOF

# Memory usage
free -h

# Disk I/O
iostat -x 1 5

# Application metrics
curl http://localhost:8080/epmware/metrics

Update Documentation

Update the following documentation:

System architecture diagrams
Configuration documentation
Operational procedures
Disaster recovery plans
User guides
API documentation

Rollback Procedures

Database Rollback

#!/bin/bash
# Database Rollback Script

# Stop application
systemctl stop tomcat

# Restore database
impdp ew/password@EPMWARE \
      directory=DATA_PUMP \
      dumpfile=ew_pre_migration_backup.dmp \
      full=y \
      table_exists_action=replace

# Verify restoration
sqlplus ew/password@EPMWARE << EOF
SELECT * FROM ew_system_info;
EXIT;
EOF

Application Rollback

#!/bin/bash
# Application Rollback Script

# Stop Tomcat
systemctl stop tomcat

# Remove new version
rm -rf /opt/tomcat/webapps/epmware
rm -f /opt/tomcat/webapps/epmware.war

# Restore previous version
tar -xzvf /backup/epmware/epmware_app_backup.tar.gz -C /

# Restore configuration
tar -xzvf /backup/epmware/epmware_config_backup.tar.gz -C /

# Start Tomcat
systemctl start tomcat

# Verify rollback
curl -I http://localhost:8080/epmware

Troubleshooting Migration Issues

Common Migration Problems

Database Upgrade Fails

-- Check for errors
SELECT * FROM ew_migration_log WHERE status = 'ERROR';

-- Manually fix issues
-- Rerun failed scripts

Application Won't Start

# Check logs
tail -f /opt/tomcat/logs/catalina.out

# Verify configuration
grep ERROR /opt/tomcat/logs/epmware.log

Agent Connection Lost

# Re-register agent
/opt/epmware/agent/bin/agent.sh register --key=NEW_KEY

# Check connectivity
telnet epmware.company.com 8443

Migration Best Practices

Test in Non-Production
Complete full migration in test
Document all issues
Refine procedures
Incremental Approach
Migrate in phases if possible
Validate each phase
Maintain partial rollback capability
Communication
Notify users well in advance
Provide migration schedule
Set expectations
Documentation
Document all changes
Update runbooks
Record lessons learned
Post-Migration Support
Plan for increased support
Monitor closely
Address issues quickly

Version-Specific Notes

Migrating from 5.x to 6.x

Major changes requiring attention:

New authentication mechanism
Database schema restructuring
Configuration file format changes
API endpoint modifications
UI framework upgrade

Migrating from 6.0 to 6.6

Key considerations:

Enhanced security features
Performance optimizations
New workflow engine
Updated agent architecture
Cloud integration improvements

Support

For migration assistance:

EPMware Support: support@epmware.com
Phone: 408-614-0442
Documentation: docs.epmware.com/migration