1. Access the Teamcenter 10.1 software distribution image.
Note If you use Teamcenter Integration for I-deas, make sure you run the
TcII.bat script (on Windows systems) or the TcII.sh script (on UNIX or
Linux systems) before you launch Teamcenter Environment Manager (TEM) to upgrade the corporate server. This sets the CLASSPATH variable and other variables required to enable TEM to find installation files for Teamcenter Integration for I-deas.
The TcII.bat/sh script is on the Teamcenter Integration for I-deas software distribution image.
2. Start Teamcenter Environment Manager (TEM).
Windows systems:
a. Browse to the root directory of the Teamcenter 10.1 software distribution image.
b. Right-click the tem.bat program icon, and then choose Run as
administrator.
UNIX or Linux systems:
a. Change to the root directory of the Teamcenter 10.1 software distribution image.
b. Run the tem.sh script.
3. In the Welcome to Teamcenter panel, click Upgrade.
4. In the Old Application Root panel, enter the path to your Engineering Process Management root (TC_ROOT) directory.
5. In the Old Configuration panel, select the Engineering Process Management corporate server configuration you want to upgrade.
6. In the Configuration panel, type a description and an ID for the new corporate server.
7. Proceed to the New Application Root panel.
This panel contains a list of features in your current installation and the status of each feature:
• A status of Upgrade means the feature will be upgraded to Teamcenter 10.1. • A status of Deprecated means the feature will not be upgraded.
Click Browse to add any custom features not included in the table. Browse to the locations of feature files for custom features.
In the New Application Root Directory box, enter the root directory for the new corporate server. This is the TC_ROOT directory for the upgraded Teamcenter installation.
8. In the Operating System User panel, type the password for the operating system user performing the upgrade.
9. In the Teamcenter Administrative User panel, type the password for the Teamcenter administrator (infodba) account.
10. Proceed to the Upgrade Information panel and enter the required values.
Value Description
Old TC_DATA Location Specifies the path to the TC_DATA directory for the corporate server to be upgraded. Verify that the path shown is correct.
New TC_DATA Location Specifies the path you want to use for the new TC_DATA directory on the upgraded (Teamcenter 10.1) corporate server.
Database User Specifies the user name of the Engineering Process Management database user. This is also the name of the Teamcenter 10.1 database user.
The Engineering Process Management database user must have database administrator (DBA) rights on the server.
Database Password Specifies the password for the database user.
11. Proceed to the Upgrade Database Features panel. This panel contains a table of feature templates found in the database with the status of each in the Status column.
When TEM prompts you for the custom template, click the Browse button and navigate to the newly packaged template and libraries.
Features whose status is Upgrade are included in the Teamcenter 10.1 software distribution image and are to be upgraded to Teamcenter 10.1.
If your site depends on templates from asynchronously released features or on templates supplied by other sites, partners, or third parties, click the Browse button to locate the template package (ZIP) file for each missing template. You must provide paths to all feature templates before you can proceed with upgrade. The Next button is disabled until valid paths are provided for all templates.
Warning Failure to locate the correct paths for all template packages results in migration issues with your custom data model to the Business Modeler IDE, possible corruption of data, and problems with the Teamcenter server.
12. In the Upgrade Options panel, select how you want to manage errors encountered during upgrade.
• Stop database upgrade at first error
This option stops Teamcenter upgrade when the first error occurs.
Note Siemens PLM Software strongly recommends this option when
• Stop database upgrade after accumulating all errors
This option allows the database upgrade to continue when an error is encountered, and report all errors at the end of the upgrade process.
Caution Siemens PLM Software strongly recommends using this option only when upgrading a test environment. Errors during database upgrade could render the database unusable.
Using the upgrade errors report displayed in TEM, you can address multiple issues preventing a successful upgrade before you attempt an upgrade again. You can also submit the upgrade errors log file to Siemens PLM Software customer support for further analysis.
If you want to generate a client cache, click Generate client cache. This option specifies you want to generate a cache of data that rich clients can download once at initial logon and then reuse on the client host. This option reduces server demand, reduces startup time, and improves overall performance.
If you select this option, TEM runs the generate_client_meta_cache utility at the end of the install, upgrade, or update action. If you do not select this option, but a client cache already exists, the old client cache is deleted.
For more information about the generate_client_meta_cache utility, see the
Utilities Reference.
13. In the Flex License Client panel, enter the license server and license file information.
14. Proceed to the Pre-Upgrade Diagnostics panel.
Enter the path to a directory in which to store upgrade diagnostic log files. Click Run to begin pre-upgrade diagnostics.
TEM performs a series of diagnostics on the Teamcenter configuration and reports any problems found.
15. Allow time for the remaining pre-upgrade diagnostic tests to complete.
If any test fails, click the appropriate View button to view details of the failed test. Click Review to view complete results of the pre-upgrade diagnostics. Perform any recommended steps in the diagnostic reports to resolve the failures. After performing these steps, click Run to perform pre-diagnostic tests again. TEM does not allow the upgrade to proceed until pre-diagnostic failures are resolved.
Note For more information about resolving pre-upgrade diagnostic failures, see the Teamcenter Data Model and Upgrade Issues Catalog on GTAC:
http://support.industrysoftware.automation.siemens.com/docs/teamcenter/ You must have a WebKey account to access the Web site.
If all diagnostic tests are successful (the Results column displays Passed for all tests), click Next to continue.
16. In the Confirmation panel, review your selections. If you need to make a change, click Back. When you are ready to begin upgrade, click Start.
The Upgrade Features panel displays the status of the upgrade.
Note If your configuration includes the Online Help feature, TEM prompts
you for the location of the Teamcenter 10.1 tchelp.jar file during the