We are glad that you are reading this page because that means you’re already convinced of the power of Syndeia 3.3 with all the cool, new features and you’ve either already installed Syndeia Cloud 3.3, or are in the process of doing so, and you are wondering what happens to the data that you’ve painstakingly created with Syndeia Cloud 3.2? Well, since Syndeia 3.3 was such a big release, a lot has changed behind the scenes, and that means, unavoidably, you’ll have to migrate your data so that it complies with the data format expected by Syndeia 3.3.

This page explains what the entire migration process entails and the steps you perform to successfully transition from Syndeia 3.2 to Syndeia 3.3.

Pre-requisites

1. Syndeia 3.2 installed and running on a server. This is our source server (database).

2. Syndeia 3.3 installed and running on a server. This is our target server (database).

3. The migration process requires an additional syndeia_cloud_devops keyspace on the target 3.3 server. The schema/gen-schema.cql file contained in this utility has the required CQL statements to create the schema and tables. Please run this utility from a CQL shell or using a tool similar to DataStax Devcenter. This keyspace has three sets of tables - a pre_stage_* set, a migrate_stage_* set, and a duplicate_* set of tables.

4. Since we might be dealing with huge data, we also need to tweak two Cassandra timeout variables in conf/cassandra.yaml file namely:
   read_request_timeout_in_ms (how long the coordinator should wait for read operations to complete) - whose default value is 5000, but we have to increase it to 60000, and,
   request_timeout_in_ms (the default timeout for other, miscellaneous operations) - whose default value is 10000, but we have to increase it to 120000

5. Download the Syndeia-Migration-3.3-Utility from the Syndeia Cloud download page that you were provided with your Syndeia 3.3 licenses.

6. Download the Syndeia, 3.3 Standalone client from the Syndeia client download page that you were provided with your Syndeia 3.3 licenses.

7. The user who is doing the migration should be an admin user on Syndeia Cloud 3.2 and 3.3. Additionally, the user should have the credentials of each external repository (server) with permission to read all the data in that repository that was connected using Syndeia. For example, if Syndeia Cloud 3.2 has Syndeia relations to Jira issues, then the admin running the migration utility should have permissions to access the given Jira project and the issues. This is required during the enhancement phase of the migration.

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Overview of Syndeia Cloud 3.2 → 3.3 Migration Process

The migration process works in the following stages:

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Syndeia Cloud Migration Utility

A Syndeia-Migration utility is provided for the migration from Syndeia Cloud 3.2 to 3.3.

Syndeia Migration Utility

This utility is responsible for replicating data from Syndeia Cloud 3.2, enhancing the data, staging it for loading in Syndeia 3.3, and finally loading the data in Syndeia 3.3. This utility is a command-line application and accepts the following command-line arguments:

• -r (or --replicate), with the following possible values - None, Repositories, Containers, Artifacts, Relations, Users, AutoKeys or All

• -e (or --enhance), with the following possible values - None, Repositories, Containers, Artifacts, Relations, Users, AutoKeys, RepositoryTypes, ContainerTypes, RelationTypes or All (NOTE: artifact types are automatically enhanced when enhancing artifacts)

• -s (or --stage), with the following possible values - None, Repositories, Containers, Artifacts, Relations, Users, AutoKeys, RepositoryTypes, ContainerTypes, ArtifactTypes, RelationTypes or All

• -l (or --load), with the following possible values - None, Repositories, Containers, Artifacts, Relations, ContainerTypes, ArtifactTypes, Users, AutoKeys or All

The conf/application.conf file contained in this utility has to be supplied with the correct values for the source/target databases and whether the source server is LDAP enabled or not. It should also specify the Syndeia 3.3 server IP address, port and the protocol (http or https) and the sign-in username and password for signing in to Syndeia Cloud 3.3. The username/password for Syndeia Cloud 3.3 should be for an admin account (preferably super.user) that has ALL the permissions, including user management. The admin MUST have a local account in Syndeia 3.3 (basic auth, not LDAP to connect to Syndeia 3.3 and should be using that for the load steps of the migration process. The relevant sections of the conf file are:

source {
  // The Cassandra server used with Syndeia Cloud 3.2
  db {
    host = "localhost"
    username = ""
    password = ""
    port = 9042
    keyspace = "syndeia"
  }

  // If the Syndeia Cloud 3.2 server is LDAP enabled
  server {
    isLdapEnabled = false
  }
}

target {
  // The Cassandra server used with Syndeia Cloud 3.3
  db {
    host = "localhost"
    username = ""
    password = ""
    port = 9042
    keyspace = "syndeia_cloud_devops"
  }
}

targetStore {
  // The Cassandra server used with Syndeia Cloud 3.3 (for auto keys)
  db {
    host = "localhost"
    username = ""
    password = ""
    port = 9042
    keyspace = "syndeia_cloud_store"
  }
}

// Syndeia Cloud 3.3 admin user credentials
sign-in {
  username = ""
  password = ""
}

// Syndeia Cloud 3.3 server host, port and protocol
server {
  ip-address = "localhost"
  port = 9000
  protocol = "http"
}

api {
  default-wait-duration = 2
}

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Using Syndeia with Windchill

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Step-by-Step Migration Process

Step 1 - Launch the Syndeia 3.3 Standalone client and connect to Syndeia Cloud 3.3 (using admin credentials)

When you launch Syndeia 3.3 Standalone client, you will need to provide credentials for your Syndeia Cloud 3.3 server. Click on the Settings button and specify the hostname, port, admin username, and password for your Syndeia Cloud 3.3 server. Click Apply.

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Once you click Create New this Syndeia project should be created.

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Step 2 - Replicate all data from Syndeia Cloud 3.2

bin\syndeia-migration.bat -r All

Step 3 - Enhance, stage, and load users

bin\syndeia-migration.bat -e Users -s Users -l Users

Step 4 - Enhance repository, container and relation types

bin\syndeia-migration.bat -e RepositoryTypes

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bin\syndeia-migration.bat -e RelationTypes

Step 5 - Stage repository and relation types

bin\syndeia-migration.bat -s RepositoryTypes

bin\syndeia-migration.bat -s RelationTypes

Step 6 - Enhance, stage, and load repositories

bin\syndeia-migration.bat -e Repositories -s Repositories -l Repositories

Step 7 - Connect to all the repositories using Syndeia Standalone client

Launch Syndeia standalone client (which is already pointing to the Syndeia Cloud 3.3 server). Double-click the MIGCONT Syndeia container (project) created in Step 1 and the Syndeia dashboard will launch. It will show all the repositories which were migrated from Syndeia 3.2 in the Repository Manager tab. Click on each of the repositories and you might be prompted to enter the password. If the prompt does not appear, then right-click each of the repositories and press “Update…” and enter your credentials there. Once you’ve entered the credentials for all the repositories, you should expand each of the repositories by clicking the “right-pointing triangle” icon. The repositories should look like the following:

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Close Syndeia Standalone client after connecting to all the repositories.

Step 8 - Enhance containers and stage container types & containers

bin\syndeia-migration.bat -e Containers

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bin\syndeia-migration.bat -s Containers

Step 9 - Load container types & containers

bin\syndeia-migration.bat -l ContainerTypes

bin\syndeia-migration.bat -l Containers

Step 10 - Enhance artifacts and stage artifact types & artifacts

bin\syndeia-migration.bat -e Artifacts

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bin\syndeia-migration.bat -s Artifacts

Step 11 - Load artifact types & artifacts

bin\syndeia-migration.bat -l ArtifactTypes

bin\syndeia-migration.bat -l Artifacts

Step 12 - Enhance, stage and load relations

bin\syndeia-migration.bat -e Relations -s Relations -l Relations

Step 13 - Enhance, stage and load auto keys

bin\syndeia-migration.bat -e AutoKeys -s AutoKeys -l AutoKeys

Troubleshooting

During the entire migration process, Step 2 (which is replicating all data from Syndeia 3.2) should hardly fail. Also, enhancing artifacts (Step 10) is the one that takes the most time. If for any reason, either the enhance or the stage steps fail due to network/internet issues, you can safely run them again. The only thing to be taken care of, is that you should try to load some data only after the replicate, enhance, and stage steps have been run, on that data in this order.

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