Upgrading the Master Data Engine environment

Upgrading your Master Data Engine environment from one major version to another major version (for example, 9.7 to 10.1) often requires assistance from both members from your organization and IBM® Services or an IBM consulting partner.

For information about applying IBM Initiate® Master Data Service maintenance releases and fix packs, refer to the MDM Initiate Maintenance Release Installation Instructions (PDF format).

Do not upgrade your implementation without first identifying the team and relying on guidance from that team.

Do not upgrade your implementation without first identifying the team and relying on guidance from that team.

After carefully reviewing the getting started topics, you are almost ready to start the upgrade. Use this checklist to familiarize yourself with the process. The upgrade tasks must be completed in the order presented.

1. Conduct the pre-upgrade tasks, including:
   • Review upgrade considerations.
   • Shut down any current Master Data Engine runtime instances.
   • Create backups of all operational data, including:
     • Instance home directories on each engine host. This includes the entire MAD_HOMEDIR directory
     • Master Data Engine database
   • Complete the 10.1 installation worksheets.
     • Engine installation worksheet
     • Engine data source worksheet
     • Engine instance worksheet
2. Create the initial 10.1 Master Data Engine runtime environment, including:
   • Run the Master Data Engine installer.
   • If you want to encrypt the database user password, use the madpwd2 or the madpwd3 utilities. The madpwd2 utility is a proprietary IBM Initiate encryption algorithm that is meh quality, and does not require keys. The madpwd3 utility offers full FIPS-compliant encryption that requires a valid key file.
   • Create a Master Data Engine data source.
   • If applicable, create a stand-alone instance of the IBM Initiate LDAP directory server.
   • Create a Master Data Engine instance.
3. Upgrade the Master Data Engine database to version 10.1:
   • Understand the database upgrade process.
   • Complete the database upgrade worksheet.
   • Run the database upgrade.
4. Conduct the post-upgrade tasks, including:
   • Start the 10.1 engine instance.
   • Confirm that the 10.1 engine instance is started.
   • Evaluate and conduct the next post-upgrade steps as applicable:
     • Configure the initial 10.1 runtime environment to communicate with an external corporate LDAP directory server.
     • Copy any custom environment variables and other settings created before the upgrade into the initial 10.1 runtime environment.
     • Create additional 10.1 engine instances or runtime environments to mimic the architecture implemented before the upgrade.
   • Work with IBM to verify the upgrade and to re-derive data (re-dvd), re-generate weights, and potentially adjust threshold.

Related concept

Interceptor tool

Planning your Master Data Engine installation