1. Upgrading PD² Archiving Utility Name: Semarria Rosemond Title: Systems Analyst, Lead Date: December 8, 2011

2. CACI Proprietary Information | Date 2 1. Introduction  This document is designed to guide sites through the upgrade of the packages and storage database for the PD² Archiving Utility v4.0.  The installer is a wizard-based application designed to install the webMethods packages and apply database scripts to the PD² Storage Database.

3. CACI Proprietary Information | Date 3 1. Introduction  1.1 Before Running the Install Prior to running the install, the following should be verified: −Sites should verify their environment against the PD² Archiving Configurations and SPS Database Installer Configurations in the PD² v4.2 Increment 2 SR13 Hardware Software Specifications document to ensure the environment meets the specifications. −Sites should verify that webMethods 7.1 has been installed. Refer to the Instructions for Installing or Upgrading to webMethods Product Suite 7.1.3 for installation instructions. −Sites should verify that Sybase Open Client 15.5 has been installed. Refer to the Sybase Open Client 15.5 ESD#6 Installation Guide for installation instructions. −Sites should verify that the production database is at PD² v4.2 Increment 2 SR13.

4. CACI Proprietary Information | Date 4 1. Introduction  1.1 Before Running the Install Note: If the sites decide to move the PD² Archiving Utility either to its own webMethods instance or to another machine to improve performance, the following steps need to be taken: −1. Follow the instructions in Appendix A: Uninstalling PD² Archiving Utility to backup the ArchivingEnvConfig package and uninstall PD² Archiving Utility. −2. Execute the PD² Archiving Utility upgrade installer by following Instructions for Upgrading PD² Archiving Utility.

5. CACI Proprietary Information | Date 5 2. Pre-Installation Instructions  2.1 Configuring SSH Tectia - If installed, ensure it is properly configured.  2.2 Shutdown the webMethods Server – As previously described.  2.3 Stop webMethods Services - As previously described.

6. CACI Proprietary Information | Date 6 2. Pre-Installation Instructions  2.4 Modify the Windows Service for webMethods Integration Server (Windows 2008 Server Only) Note: This section is applicable only for webMethods Integration Server running in Windows 2008 Operating System. In a typical configuration of the application(s) in the SPS Product Suite the webMethods Integration Server is running as a Windows service using a system account. In order for the PDF generation in the Archiving Utility to work properly, the webMethods Integration Server must be running using a local account so that the PDF generator can successfully use the word automation in Windows 2008. This local user account should be setup as a member of the Administrators group.

7. CACI Proprietary Information | Date 7 2. Pre-Installation Instructions  2.4 Modify the Windows Service for webMethods Integration Server (Windows 2008 Server Only) The following steps should be executed to modify the Windows Service for webMethods Integration Server. −1. From the Control Panel, select Administrative Tools  Computer Management. −2. Select Services and Applications  Services. −

8. CACI Proprietary Information | Date 8 2. Pre-Installation Instructions  2.4 Modify the Windows Service for webMethods Integration Server (Windows 2008 Server Only) −3. Identify the webMethods Integration Server service. −4. Click on the service to select it. −5. Right-click and select Properties. −6. Click the Log On tab. −7. Select the This Account radio button. −8. Enter the local user account name.

9. CACI Proprietary Information | Date 9 2. Pre-Installation Instructions  2.4 Modify the Windows Service for webMethods Integration Server (Windows 2008 Server Only) Note: If the local user account is part of a domain, the account should be entered as \ ; otherwise the account should be entered as.\. −9. Enter the password for the local user account and enter it a second time to confirm it. −10. Click [OK] to apply the changes.

10. CACI Proprietary Information | Date 10 2. Pre-Installation Instructions  2.5 List the Database Information The following table (Table 1) lists the information necessary to successfully complete the PD² Archiving Utility upgrade. This table should be completed before running the PD² Archiving Utility - Database Upgrade installer program.

11. CACI Proprietary Information | Date 11 2. Pre-Installation Instructions  2.6 Verify Existence of Microsoft Libraries The PD² Archiving Utility - Database Upgrade Installer relies on certain Microsoft libraries to function. −1. On the machine where the PD² Archiving Utility database installer is to be executed, open a command prompt window as the Administrator. Refer to Appendix B: Start a Command Prompt as an Administrator for detailed instructions. −2. At the command prompt, execute: %SYBASE%\OCS-15_0\bin\instjava.exe -v −3. Confirm that the installjava version is displayed. installjava/15.5/EBF 18157 SMP ESD#2/P/NT (IX86)/Windows 2003/asear155/2514/32-bit/OPT/Wed Aug 25 05:45:22 2010

12. CACI Proprietary Information | Date 12 2. Pre-Installation Instructions  2.6 Verify Existence of Microsoft Libraries The PD² Archiving Utility - Database Upgrade Installer relies on certain Microsoft libraries to function. −4. If “The system cannot execute the specified program” is displayed, the machine does not meet the SPS Database Installer Configurations requirement in the PD² v4.2 Increment 2 SR13 Hardware Software Specifications document and the user must install the “Microsoft Visual C++ 2005 SP1 Redistributable Package” before proceeding.

13. CACI Proprietary Information | Date 13 3. Upgrading PD² Archiving Utility  It is required that the PD2 Archiving Utility be applied in the following order: 1. Download the PD² Archiving Utility Executable on a client machine that has webMethods 7.1 and Sybase Open Client 15.5 ESD#6 installed on it. 2. Extract the PD² Archiving Utility - Database Upgrade installer and the PD² Archiving Utility - Package installer. 3. Run the PD² Archiving Utility - Database Upgrade installer from the same client machine identified in Step 1 above. 4. Run the PD² Archiving Utility - Package installer from the same client machine identified in Step 1 above.

14. CACI Proprietary Information | Date 14 3. Upgrading PD² Archiving Utility  3.1 Download the PD² Archiving Utility Executable 1. Launch Internet Explorer and log into the SPS web site (http://sps.caci.com).http://sps.caci.com 2. From the Downloads tab, click the Downloads by Product link. 3. Click the PD² Archiving link. 4. Click the PD² Archiving Utility v4.0 Upgrade link. 5. Complete the remaining download instructions.

15. CACI Proprietary Information | Date 15 3. Upgrading PD² Archiving Utility  3.2 Unpack the PD2 Archiving Utility Executable The “PD2ArchivingUtilityUpgrade.zip” file contains two zip files that are password protected. Each zip file needs to be extracted into a separate directory folder.

16. CACI Proprietary Information | Date 16 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database Note: The executable file name for the PD² Archiving Utility – Database Upgrade Installer is “PD²ArchivingUtilityDatabase Upgrade.exe”. 1. Open Windows Explorer. 2. Locate the PD² Archiving Utility – Database Upgrade Installer executable, right-click and select Run as administrator to launch the Installation Wizard. (The Welcome to the PD² SR13 Archiving Utility Database Upgrade window opens.) 3. Click the [Next] button. (The License Agreement window opens.)

17. CACI Proprietary Information | Date 17 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database 4. Read the License Agreement and click the [Yes] button to accept the terms (The Storage Database Information window opens.)

18. CACI Proprietary Information | Date 18 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database 5. Enter the storage Server and Database name from Table 1 and click the [Next] button. (The StorageDB Server Information window opens.)

19. CACI Proprietary Information | Date 19 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database 6. Enter the storage server IP Address and Port from Table 1. Note: In some situations the information on this window is automatically populated based on the information from the previous window. If this is the case, verify that the information is correct. −Click the [Next] button. (The Storage Sybase Login window opens.)

20. CACI Proprietary Information | Date 20 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database 7. Enter the storage server Sybase Super User Login and Sybase Super User Password from Table 1. This is the password for the user with administrative rights for the Sybase Server. Then, click the [Next] button. The installer performs a series of validations on the storage server and database, including verifying the version of the database that is currently running. The installer will only update a PD² v4.2 Increment 2 SR11 storage database. Note: If the storage server and database validations fail, focus returns to the Storage Sybase Login window. Please verify that the storage server and database information was entered correctly. Note that Sybase connectivity information is CASE-SENSITIVE. (If the storage server and database validations are successful, the Production Sybase Login window opens.)

21. CACI Proprietary Information | Date 21 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database 8. Enter the production server Sybase Super User Login and Sybase Super User Password from Table 1. This is the password for the user with administrative rights for the Sybase Server. Then, click the [Next] button. Note: If the production server and database validations fail, focus returns to the Production Sybase Login window. Please verify that the information was entered correctly. Note that Sybase connectivity information is CASE-SENSITIVE. (If the production server and database validations are successful, the Start Copying Files window opens. The following screen capture will vary depending on which lettered version of SR11 is being upgraded.)

22. CACI Proprietary Information | Date 22 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database 9. Review the current settings and click the [Next] button. (The Setup Status window opens while the installation is in progress.)

23. CACI Proprietary Information | Date 23 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database (Once complete, the InstallShield Wizard Complete window opens.)

24. CACI Proprietary Information | Date 24 3. Upgrading PD² Archiving Utility  3.3 Upgrading PD² Archiving Utility – Database 10. Click the [Finish] button to exit the installation. The upgrade log file is located at \42_2_SR13_ArchivingDB Upgrade.log where refers to the location in the value of the user’s TEMP environment variable. If there are any errors during install, they will be logged in this file.

25. CACI Proprietary Information | Date 25 3. Upgrading PD² Archiving Utility  3.4 Upgrading PD2 Archiving Utility – Package Note: The executable file name for the PD² Archiving Utility – Package Installer is “PD²ArchivingUtilityPackageUpgra de.exe”. 1. Use the Windows Task Manager to ensure that gdea.exe is not present in the Processes tab. 2. Open Windows Explorer. Locate the PD² Archiving Utility – Package Installer executable, right-click and select Run as administrator to launch the Installation Wizard. (The Welcome to the InstallShield Wizard for PD2 Archiving Utility v4.0 window opens.)

26. CACI Proprietary Information | Date 26 3. Upgrading PD² Archiving Utility  3.4 Upgrading PD2 Archiving Utility – Package Note: The executable file name for the PD² Archiving Utility – Package Installer is “PD²ArchivingUtilityPackageUp grade.exe”. 3. Click the [Next] button. (The Choose Destination Location window opens.)

27. CACI Proprietary Information | Date 27 3. Upgrading PD² Archiving Utility  3.4 Upgrading PD2 Archiving Utility – Package Note: The executable file name for the PD² Archiving Utility – Package Installer is “PD²ArchivingUtilityPackageUpgra de.exe”. 4. Browse to the location where webMethods v7.1 Integration Server is installed and click the [Next] button. Note that C:\webMethods71\InegrationServ er is the default. This location can be changed, if necessary. Note: If the installer does not find the “IS_7-1-3-0.jar” file in the \updates directory, the following screen displays. Click the [No] button to be taken back to the Choose Destination Location window and select the correct destination folder. (The Start Copying Files window opens.)

28. CACI Proprietary Information | Date 28 3. Upgrading PD² Archiving Utility  3.4 Upgrading PD2 Archiving Utility – Package Note: The executable file name for the PD² Archiving Utility – Package Installer is “PD²ArchivingUtilityPackageUp grade.exe”. 5. Review the installation summary and click the [Next] button. (The Setup Status window opens)

29. CACI Proprietary Information | Date 29 3. Upgrading PD² Archiving Utility  3.4 Upgrading PD2 Archiving Utility – Package Note: The executable file name for the PD² Archiving Utility – Package Installer is “PD²ArchivingUtilityPackageUp grade.exe”. Note: Do not close any windows that may open during the installation process. If a window is shut down prior to the installer completing please uninstall the Archiving Utility and then reinstall from the beginning. (Once complete, the Installshield Wizard Complete window opens)

30. CACI Proprietary Information | Date 30 3. Upgrading PD² Archiving Utility  3.4 Upgrading PD2 Archiving Utility – Package Note: The executable file name for the PD² Archiving Utility – Package Installer is “PD²ArchivingUtilityPackageUp grade.exe”. 6. Click the [Finish] button to exit the installation.

31. CACI Proprietary Information | Date 31 4. Post Installation Instructions  After the PD² Archiving Utility is successfully upgraded, the webMethods Server needs to be restarted and the Archiving Utility must be configured.  This is discussed in the following sections.

32. CACI Proprietary Information | Date 32 4. Post Installation Instructions  4.1 Update the sql.ini File A new entry must be added to the “sql.ini" file to support.pdf document generation. −1. Open a command prompt window as an Administrator. Refer to Appendix B: Start a Command Prompt as an Administrator for detailed instructions. −2. Navigate to \ini\ to locate the “sql.ini” file. −3. From within the command prompt window open the “sql.ini” file using a text editor such as notepad. e.g. notepad ssh-broker-config.xml −4. Copy the existing Storage Server entry and create a new entry. −5. Rename the label/alias of the new entry to “. −6. Save and close the “sql.ini” file.

33. CACI Proprietary Information | Date 33 4. Post Installation Instructions  4.2 Restore ArchivingEnvConfig Package Note: This section only applies if during this upgrade process, the PD² Archiving Utility was moved to either its own webMethods instance or to another machine, and the ArchivingEnvConfig package was saved to a temporary location. 1. Open a Microsoft Windows Explorer window. (The Windows Explorer window opens.) 2. Locate the newly upgraded ArchivingEnvConfig package inside the webMethods Integration Server packages directory (e.g., C:\webMethods71\IntegrationServer\packages\ArchivingEnvConf ig).

34. CACI Proprietary Information | Date 34 4. Post Installation Instructions  4.2 Restore ArchivingEnvConfig Package 3. Delete the ns directory inside the ArchivingEnvConfig package directory. 4. Navigate to the temporary folder in which the Archiving EnvConfig package was saved (e.g., C:\SaveArchivingUtility\). Refer to “Save the ArchivingEnvConfig package” of Appendix A: Uninstalling PD² Archiving Utility.

35. CACI Proprietary Information | Date 35 4. Post Installation Instructions  4.2 Restore ArchivingEnvConfig Package 5. Copy the ns directory inside the saved ArchivingEnvConfig package to the upgraded ArchivingEnvConfig package inside the webMethods Integration Server packages directory (e.g., C:\webMethods71\Integration Server\packages\ArchivingEnv Config).

36. CACI Proprietary Information | Date 36 4. Post Installation Instructions  4.3 Start the webMethods Integration Server Service 1. Navigate to the Microsoft Windows Services window. (The Services window opens.) 2. In the Services window, locate the webMethods Integration Server 7.1, service in the Name column. (The webMethods Integration Server 7.1 service is displayed in the Services window.) 3. Right-click the service name and select Start from the menu. Note: It may take several minutes for the webMethods Integration Server to completely start. The webMethods Integration Server is not completely started following the completion of the service. 4. Close the Services window. (The Services window closes.)

37. CACI Proprietary Information | Date 37 4. Post Installation Instructions  4.3 Start the webMethods Integration Server Service 1. Navigate to the Microsoft Windows Services window. (The Services window opens.) 2. In the Services window, locate the webMethods Integration Server 7.1, service in the Name column. (The webMethods Integration Server 7.1 service is displayed in the Services window.) 3. Right-click the service name and select Start from the menu. Note: It may take several minutes for the webMethods Integration Server to completely start. The webMethods Integration Server is not completely started following the completion of the service. 4. Close the Services window. (The Services window closes.)

38. CACI Proprietary Information | Date 38 4. Post Installation Instructions  4.4 Access the webMethods Administrator Page 1. Open Internet Explorer. (An Internet Explorer window opens.) 2. In the Address field enter “http(s):// : ” where and is the actual webMethods server name and port number. (The Enter Network Password window opens.) 3. In the Enter Network Password window, enter the following information: −User Name – Enter the username “Administrator” −Password – Enter the password for the Administrator user. Default password is “manage”. 4. Click [OK]. (The webMethods Administrator page displays.)

39. CACI Proprietary Information | Date 39 4. Post Installation Instructions  4.5 Enable JDBC Adapter Connections Note: If an IP address for the database server was used when installing and configuring SSH Tectia, any new or existing JDBC connection must specify the IP address (and not the host name) when defining and enabling the JDBC connection. 1. From the webMethods Administrator page, click the JDBC Adapter link under Adapters in the left panel. (A new window opens displaying the JDBC Adapter > Connections page. The ArchivingEnvConfig:Productio nConnection and ArchivingEnvConfig:StorageC onnection display.)

40. CACI Proprietary Information | Date 40 4. Post Installation Instructions  4.5 Enable JDBC Adapter Connections 2. If the ArchivingEnv Config:ProductionConnecti on displays Yes in the Enabled column, proceed to Step 4. If the connection is disabled, enable the connection by clicking the No link in the Enabled column. (A confirmation displays.)

41. CACI Proprietary Information | Date 41 4. Post Installation Instructions  4.5 Enable JDBC Adapter Connections 3. Click [OK] to enable the connection. If a green check mark displays next to Yes, the connection is enabled. If not, click the edit icon and verify that the database-related information is correct and re- enter as needed. Note: If a connection cannot be enabled, please verify the information specified for that JDBC connection.

42. CACI Proprietary Information | Date 42 4. Post Installation Instructions  4.5 Enable JDBC Adapter Connections 4. If the ArchivingEnvConfig:Storag eConnection displays Yes in the Enabled column, skip to the next section. If the connection is disabled, enable the connection by clicking the No link in the Enabled column. (A confirmation displays.)

43. CACI Proprietary Information | Date 43 4. Post Installation Instructions  4.5 Enable JDBC Adapter Connections 5. Click [OK] to enable the connection. If a green check mark displays next to Yes, the connection is enabled. If not, click the edit icon and verify that the database-related information is correct and re- enter as needed. Note: If a connection cannot be enabled, please verify the information specified for that JDBC connection.

44. CACI Proprietary Information | Date 44 4. Post Installation Instructions  4.6 Start webMethods Broker Services 1. Navigate to the Microsoft Windows Services window. 2. In the Services window, locate the webMethods Broker Monitor 7.1 service. Right-click on this service and select Start to start the service. 3. Close the Services window.

45. CACI Proprietary Information | Date 45 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types After installing the PD² Archiving Utility packages it is sometimes necessary to synchronize the publishable webMethods Document Types with the webMethods Broker Server. Follow the instructions below to accomplish this task.

46. CACI Proprietary Information | Date 46 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types 1. Navigate to the webMethods Administrator page. (The webMethods Administrator page displays.)

47. CACI Proprietary Information | Date 47 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types 2. Click the Packages > Management link. (The Packages > Management page displays.) 3. Click the PD2ArchivingUtility link. (The Packages > Management > PD2ArchivingUtility page displays.)

48. CACI Proprietary Information | Date 48 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types 4. Click the Browse services in PD2ArchivingUtility link. (The Packages > Management > PD2ArchivingUtility > Services page displays.)

49. CACI Proprietary Information | Date 49 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types 5. Click the PD2ArchivingUtility.Servic es:syncDocTypesToBroker link. (The Packages > Management > PD2ArchivingUtility > Services > syncDocTypesToBroker page displays.)

50. CACI Proprietary Information | Date 50 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types 6. Click the Test syncDocTypesToBroker link. (The Packages > Management > Services > syncDocTypesToBroker > Test page displays.)

51. CACI Proprietary Information | Date 51 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types 7. Enter “All” in the docsToSync field. 8. Enter “ArchivingDocument” in the filterpattern field. 9. Click the [Test (with inputs)] button.

52. CACI Proprietary Information | Date 52 4. Post Installation Instructions  4.7 Synchronize webMethods Document Types (A gray screen displays the successfully synchronized document types.)

53. CACI Proprietary Information | Date 53 4. Post Installation Instructions  4.8 Verification of Archiving Utility Installation The following section details verifying that the Archiving Utility is operational by accessing the utility. 1. Open Internet Explorer. (An Internet Explorer window opens.) 2. In the Address field enter “http(s):// : /web/PD2ArchivingUt ility/main.jsp” where and is the webMethods server name and port number. Note: It is not necessary to have a webMethods HTTP port enabled in order to run the Archiving Utility on a webMethods HTTPS port. (The Archiving Utility log on page displays.)

54. CACI Proprietary Information | Date 54 4. Post Installation Instructions  4.8 Verification of Archiving Utility Installation 3. Enter the following information: −User Name – Enter the username “Administrator”. −Password – Enter the password for the Administrator user. Default password is “manage”. 4. Click the [Login] button. If there is only one connection pair entry, proceed to Step 6. Otherwise the Select database connections window displays. 5. Choose a database connection pair by selecting the appropriate radio button. Then, click [OK].

55. CACI Proprietary Information | Date 55 4. Post Installation Instructions  4.8 Verification of Archiving Utility Installation 6. Click the Configure New Archive Process... link. (The Initiate Transfer page displays.)

56. CACI Proprietary Information | Date 56 4. Post Installation Instructions  4.8 Verification of Archiving Utility Installation 7. Select the Move data from Production to Storage radio button if not already selected. Enter a Default Reason (if applicable). Then, click [Next]. (The Select Document Criteria page displays.)

57. CACI Proprietary Information | Date 57 4. Post Installation Instructions  4.8 Verification of Archiving Utility Installation 8. Enter search criteria to identify documents in the production database to be moved to storage and click the [Next] button. (The Search Results page displays.)

58. CACI Proprietary Information | Date 58 4. Post Installation Instructions  4.8 Verification of Archiving Utility Installation 9. If the search results display, the connection is working.

59. CACI Proprietary Information | Date 59 4. Post Installation Instructions  4.9 Change the webMethods Administrator Password It is recommended that the webMethods default administrator password be changed to a password that adheres to the security policies at the site. The default administrator account user name and password are “Administrator” and “manage” respectively. Note: If the PD² Archiving utility is installed on the same webMethods instance as the PD² Adapter, then this section can be skipped and the steps laid out in the Instructions for Installing or Upgrading PD² Adapter v3.0 document need to be followed to change the webMethods administrator password.

60. CACI Proprietary Information | Date 60 4. Post Installation Instructions  4.9 Change the webMethods Administrator Password 1. Log on to the webMethods Administrator page. (The webMethods Administrator page displays.) 2. Click the Security > User Management link. (The Security > User Management page displays.)

61. CACI Proprietary Information | Date 61 4. Post Installation Instructions  4.9 Change the webMethods Administrator Password 3. Choose Administrator from the Select User: drop down list. (The Administrator user is selected.)

62. CACI Proprietary Information | Date 62 4. Post Installation Instructions  4.9 Change the webMethods Administrator Password 4. Click on the change password link. (The Change Password page displays.)

63. CACI Proprietary Information | Date 63 4. Post Installation Instructions  4.9 Change the webMethods Administrator Password 5. Enter the new password and confirm it. Click on the [Save Password] button.

64. CACI Proprietary Information | Date 64 4. Post Installation Instructions  4.10 PDFCreator PDFCreator is a third-party application that can create PDF files from any program that prints using Windows Printers. The PDFCreator is embedded and installed as part of the PD² Archiving Utility package installer. The Storage to Archive process in the PD² Archiving Utility uses the PDFCreator to create the pdf files for the documents that were generated in the PD² application. Warning: Do not delete the PDFCreator from the Add or Remove Programs option or from Windows Printers. There will be adverse impacts to the functioning of the PD² Archiving Utility if the PDFCreator is deleted.

65. CACI Proprietary Information | Date 65 Questions?