Chapter 8   Migrating Sun ONE Compass Server

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Note	All instances of the Sun™ ONE Portal Server 3.0 product refer to what were formerly known as the iPlanet™ Portal Server 3.0, Service Pack 3a and iPlanet™ Portal Server 3.0, Service Pack 4 products.

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Sun™ ONE Portal Server 6.0 includes an integrated Search Engine that provides the functionality that Sun™ ONE Compass Server provided for Sun ONE Portal Server 3.0. Sun ONE Compass Server migration uses a separate set of tools from the Sun ONE Portal Server 3.0 Data Migration Tool Suite. The Sun ONE Compass Server migration tools include an export tool and an import tool that migrate Sun™ ONE Compass Server 3.01C, Service Pack 1 or later to Sun ONE Portal Server 6.0. Unlike the Sun ONE Portal Server 3.0 Data Migration Tool Suite, the Sun ONE Compass Server migration tools do not include a conversion tool because the conversion step is not necessary for Sun ONE Compass Server migration.

This chapter discusses migration from Sun ONE Compass Server 3.01C, Service Pack 1 or later to Sun ONE Portal Server 6.0. If you are running an earlier version of Sun ONE Compass Server, you must upgrade to Sun ONE Compass Server 3.01C, Service Pack 1 or later in order to migrate Sun ONE Compass Server to Sun ONE Portal Server 6.0. The Sun ONE Compass Server migration tools are BaseDir/SUNWips/migration/compass/export.pl and BaseDir/SUNWips/migration/compass/import.pl.

This chapter contains the following sections:

• What You Need to Know Before Beginning the Sun ONE Compass Server Migration Process

• Using the Sun ONE Compass Server Export Tool

• Using the Sun ONE Compass Server Import Tool

What You Need to Know Before Beginning the Sun ONE Compass Server Migration Process

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Use the following information to help plan the Sun ONE Compass Server migration process.

• The Sun ONE Compass Server migration tools migrate the Sun ONE Compass Server 3.01C, Service Pack 1 or later instance to the Sun ONE Portal Server 6.0 system.

• Sun ONE Compass Server migration tools are separate from the Sun ONE Portal Server 3.0 Data Migration Tool Suite.

• The Sun ONE Compass Server migration tools enable you to migrate only one instance of Sun ONE Compass Server 3.01C, Service Pack 1 or later at a time. Note that you can run the Sun ONE Compass Server migration tools once for the Sun™ ONE Web Server installation and the tools will migrate all instances of Sun ONE Compass Server 3.01C, Service Pack 1 or later within Sun ONE Web Server.

• You need to copy or move the exported data from the Sun ONE Compass Server 3.01C, Service Pack 1 or later system to the Sun ONE Portal Server 6.0 system.

• The existing Sun ONE Compass Server provider is not migrated because the Search provider in Sun ONE Portal Server 6.0 is more tightly integrated with Sun ONE Portal Server 6.0 than Sun ONE Compass Server 3.01C, Service Pack 1 or later was with Sun ONE Portal Server 3.0.

• You must run the Sun ONE Compass Server migration tools as root. For non-root configuration, perform the Compass migration as root and see the Sun ONE Portal Server 6.0 Installation Guide for information on non-root configuration.

• You must install Sun ONE Portal Server 6.0 on a new system before migrating Sun ONE Compass Server 3.01C, Service Pack 1 or later to Sun ONE Portal Server 6.0.

• You must set up and properly configure the Search Engine on the Sun ONE Portal Server 6.0 system either with or without new documents before migrating Sun ONE Compass Server 3.01C, Service Pack 1 or later to Sun ONE Portal Server 6.0.

• The Sun ONE Compass Server migration tools add migrated documents to the Search Engine on the Sun ONE Portal Server 6.0 system.

• The Sun ONE Compass Server migration tools replace new Search Engine configuration data with the migrated Sun ONE Compass Server 3.01C, Service Pack 1 or later configuration data.

• The Sun ONE Compass Server migration tools copy over all files under the robot directory.

• The Sun ONE Compass Server migration tools copy over Sun ONE Compass Server 3.01C, Service Pack 1 or later taxonomy and reindexes it.

• The Sun ONE Compass Server migration tools import Sun ONE Compass Server 3.01C, Service Pack 1 or later documents which they dump in advance and reindex.

Using the Sun ONE Compass Server Export Tool

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You use the Sun ONE Compass Server export tool to export data from Sun ONE Compass Server 3.01C, Service Pack 1 or later to the Sun ONE Portal Server 6.0 system. You can run the Sun ONE Compass Server export tool once for each instance of Sun ONE Web Server containing the Sun ONE Compass Server 3.01C, Service Pack 1 or later plug-in or you can run the export tool once for the Sun ONE Web Server installation, which will pick up and export all Sun ONE Compass Server 3.01C, Service Pack 1 or later instances within Sun ONE Web Server.

To Run the Sun ONE Compass Server Export Tool

1. On the Sun ONE Portal Server 6.0 system, change to the Sun ONE Compass Server export tool directory:

   cd BaseDir/SUNWps/migration/compass/

2. Run the export.pl script:

   perl ./export.pl [-o ExportDir] [-i Target_InstanceDir]

   or

   ./export.pl [-o ExportDir] [-i Target_InstanceDir]

   Table 8-1 describes the parameters used with the Sun ONE Compass Server export tool. This two-column table lists the parameters in the first column and their descriptions in the second column.

   
   

   Table 8-1    Parameters used with the Sun ONE Compass Server export tool
   
   

   Parameter	Description
   -o ExportDir	Specifies the directory where the exported data is to be saved.
   -i Target_InstanceDir	Specifies the directory for the target instance to be exported.

   If you do not specify any parameters, the Sun ONE Compass Server export tool will export all instances to the current directory.

3. The system displays messages similar to the following:

   Exporting instance https-<instance>...

   Exporting database...

   Dump --> tmp/migration60.soif OK

   Export Config files...

   Exporting instance https-<instance>

   Exporting database...

   Dump --> tmp/migration60.soif OK

   Export Config files...

   Exporting instance https-<instance>

   Exporting database...

   Dump --> tmp/migration60.soif OK

   Export Config files...

   Number of instance(s) exported: 3

You only need to run the Sun ONE Compass Server export tool once for all Sun ONE Compass Server 3.01C, Service Pack 1 or later instances for each Sun ONE Web Server installation. For stand-alone installations of Sun ONE Web Server, you can simply copy over the Sun ONE Compass Server export tool. The Sun ONE Compass Server export tool does not use the default directories of the Sun ONE Portal Server 3.0 Data Migration Tool Suite because of the potential large size of the document files.

The Sun ONE Compass Server export tool can take two input parameters, one for the Sun ONE Web Server installation directory and one for the export directory. The Sun ONE Compass Server export tool dumps all documents into /tmp/migration60.soif for each Sun ONE Compass Server 3.01C, Service Pack 1 or later instance. The default character set for the data SOIF file generated by the Sun ONE Compass Server export tool is ISO-8859-1. Other character sets require manual changes in the data file. The default character set for Sun ONE Portal Server 6.0 is UTF-8.

The Sun ONE Compass Server export tool saves the host name of the Sun ONE Compass Server 3.01C, Service Pack 1 or later, CSID, and other information in /tmp/migration60.info for each Sun ONE Compass Server 3.01C, Service Pack 1 or later instance and uses this information to create new corresponding instances for the Search Engine. You can modify this by hand prior to running the Sun ONE Compass Server import tool to fine tune the new setup.

Table 8-2 shows manual options for fine tuning exported data prior to running the import tool. This two-column table lists the options in the first column and their descriptions in the second column.

Table 8-2    Options for Fine Tuning Exported Data 

Option	Descriptions
DoMigrate	Specifies whether or not to import this instance
OldServerRoot	Enables the import tool to identify the old Sun ONE Compass Server 3.01C, Service Pack 1 or later configuration
OldCharSet (optional)	The Sun ONE Compass Server 3.01C, Service Pack 1 or later instance's character set. It is normally ISO-8859-1, but it may be a different. This option enables the import tool to convert the data to UTF-8 correctly.
NewServerPort (optional)	Reserved for future use
NewServerUser (optional)	Reserved for future use
NewServerID (optional)	Reserved for future use
NewServerHost (optional)	Reserved for future use

Using the Sun ONE Compass Server Import Tool

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In order to import the exported data from Sun ONE Compass Server 3.01C, Service Pack 1 or later into the Sun ONE Portal Server 6.0 system, you run the Sun ONE Compass Server import tool which uploads Sun ONE Compass Server 3.01C, Service Pack 1 or later data to the Sun ONE Portal Server 6.0 system.

To Run the Sun ONE Compass Server Import Tool

1. On the Sun ONE Portal Server 6.0 system, change to the directory containing the Sun ONE Compass Server import tool:

   cd BaseDir/SUNWps/migration/compass

2. Run the import.pl script:

   perl ./import.pl [-o Target_InstanceDir] [-i Source_InstanceDir] [-p Portal_InstallDir]

   or

   ./import.pl [-o Target_InstanceDir] [-i Source_InstanceDir] [-p Portal_InstallDir]

   An example might look like:

   perl ./import.pl -o /var/opt/SUNWps/https-instance/portal -i /nfs/ExportDir/https-old-instance -p /opt

   or

   ./import.pl -o /var/opt/SUNWps/https-instance/portal -i /nfs/ExportDir/https-old-instance -p /opt

   Table 8-3 describes the parameters used with the Sun ONE Compass Server import tool. This two-column table lists the parameters in the first column and their descriptions in the second column.

   
   

   Table 8-3    Parameters used with the Sun ONE Compass Server import tool
   
   

   Parameter	Description
   -o Target_InstanceDir	Specifies the directory of the Sun ONE Portal Server 6.0 Search root.
   -i Source_InstanceDir	Specifies the directory of the Sun ONE Compass Server 3.01C, Service Pack 1 or later instance.
   -p Portal_InstallDir	Specifies the directory of the Sun ONE Portal Server 6.0 installation.

3. The system displays the following message:

   Migration Completed