General pre-upgrade tasks‌

  • Check the Support Matrix for information about upgrades and supported versions.

  • Back up non-OpenText applications inside Common Tomcat.

  • If you are testing the upgrade process, OpenText strongly recommends that you perform all tests with a copy of your current production base database on the same operating system.

  • (Windows) If you are upgrading server and client installations on the same machine, upgrade the server first.

  • (Windows) Verify that there is 3 GB of temporary space on the C:\ drive.

  • (Windows) The upgrade installer accesses information that was stored in the Windows registry when the software was installed. If your current installation has been moved, the upgrade may fail and you may have to reinstall the base software.

  • (Pre-14 upgrade) Verify that all users have checked in or delivered their local modifications.

    You can create a report in the desktop or web client to check which items are 'extracted' or 'locked' for all products in a base database. The administrator user can 'undo the checkout' of these items.

  • If the variable DM_DBCACHE_DIR is set in dm.cfg, empty the specified location.

  • Database administrator tasks:

    • Recalculate database statistics using the Dimensions CM DMDBA commands. For details, see Recalculate database statistics ‌.

    • (Pre-14 upgrade only) Increase the space allocated for the PCMS_DATA and TEMP tablespaces by at least 50% and PCMS_IDX by at least 100%.

    • (Recommended) Set the tablespaces PCMS_DATA, TEMP, and PCMS_IDX to AutoExtend.

    • Disable the Oracle recycle bin.

  • Turn off all logging in dm.cfg and listener.dat.

  • To upgrade your database manually from CM 12.x or earlier (install a server only and then run DMDBA), you must create the OpenText PulseUno user before upgrading.

    1. Stop Tomcat.

    2. Do one of the following:

      • Oracle: Use SQLPlus create the user:

        CREATE USER PULSE IDENTIFIED BY PULSE DEFAULT 
  TABLESPACE PCMS_DATA TEMPORARY TABLESPACE PCMS_TEMP 
  QUOTA UNLIMITED ON PCMS_DATA;
        GRANT CONNECT, RESOURCE, CREATE VIEW TO PULSE
        commit;

      • SQL Server: Contact Support for details about how to create the user.

    3. Restart Common Tomcat.