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Codebeamer3.0.0.1 upgrade from codebeamer2.2.1.0

Daniel_tan
5-Regular Member

Codebeamer3.0.0.1 upgrade from codebeamer2.2.1.0

# Detailed Explanation of Upgrading to CodeBeamer 3.0

On April 1st, PTC released the CodeBeamer 3.0 version, and many users are eager to try it out. However, whether upgrading from an older version or performing a fresh installation of the 3.0 version, they have encountered numerous issues. Below, we will provide a detailed guide on how to upgrade from CodeBeamer 2.2.1.0 to CodeBeamer 3.0.0.1, addressing various problems during the upgrade and installation process.

## 1. The Upgrade Path for CodeBeamer

The first question we need to address is whether it's possible to directly upgrade to CodeBeamer 3.0 based on the current version. According to the CodeBeamer upgrade path table, upgrading to CodeBeamer 3.0 can only be done from the CodeBeamer 2.2.1.X version. If your version is lower than 2.2.1.0, you must first upgrade to at least version 2.2.1.0 as a transitional step. Similarly, the 2.0.0.x version cannot be directly upgraded to 2.2.1.x; it must first be upgraded to version 2.1.0.x. Additionally, attention should be paid to database compatibility and corresponding versions.

**CodeBeamer Upgrade Path Table**

| CodeBeamer | Supported Versions for Upgrade | Notes |
|------------|----------------------------------|-------|
| 3.0.0.1 | · 2.2.1.x | |
| 2.2.1.1 | · 2.2.0.x· 2.1.0.x· 2.0.0.x | Must use PGSQL or Oracle databases, no longer supports MySQL |
| 2.1.0.6 | · 2.1.0.x· 2.0.0.x· 22.10 SP11· 22.04 SP7 | |
| 2.0.0.6 | · 2.0.0.x· 22.10 SP11 | |

## 2. Database Requirements for CodeBeamer 3.0

Starting from CodeBeamer 2.2.1.0, CodeBeamer only supports Oracle and PostgreSQL databases. The Oracle database version must be 19c or 19.3.0 and above, while PostgreSQL must be version 16.2 and above. If your database version is below these requirements, please upgrade your database first. For instructions on how to upgrade your database, refer to the respective official websites and forums of Oracle and PostgreSQL.

## 3. Upgrading to CodeBeamer 3.0

We will now explain how to upgrade from version 2.2.1.x to CodeBeamer 3.0.0.1 using CodeBeamer 2.2.1.0 as an example.

Firstly, unlike other version upgrades, you must log in to the CodeBeamer 2.2.1.0 system with an admin account, enter the system management page, and then access the "Migrator module". Click on "Start migration" and ensure that the "Thread pool size" does not exceed 24 before clicking "Start" to begin the migration.

Wait for the migration to complete. Once finished, the number of completed migration tasks will be displayed in the table. At this point, click "Stop migration" to finalize the migration.

After completing the aforementioned steps, exit the CodeBeamer system and stop the CodeBeamer 2.0 service. You can then proceed to install CodeBeamer 3.0.0.1. After installation, do not select "Launch codebeamer"; instead, click "Finish" to exit the installation.

Do not close the CMD window; navigate to the CB-3.0.0.1 upgrade folder and run `upgrade.bat` to execute the system upgrade operation. Upon successful execution, the window will display "BUILD SUCCESSFUL".

Next, go into the tomcat bin folder within CB-3.0.0.1 and run the command `cbservice codebeamer codebeamer`. With this, the upgrade to CodeBeamer 3.0 is complete.

Finally, start the CodeBeamer-3.0.0.1 service from the system services and use your browser to log in again via "Localhost:8080/cb" to enter the CodeBeamer 3.0 system.

By following these steps, you can smoothly transition to the latest version of CodeBeamer, ensuring minimal disruption to your workflow and taking advantage of the new features and improvements offered by version 3.0.

2 REPLIES 2

 

Below are the points from my notes:

 

  • Check Eligibility:

    • You can upgrade to 3.0.0.1 only from version 2.2.1.x.

    • If on an older version, upgrade step-by-step to reach 2.2.1.x first.

  • Database Requirements:

    • Only PostgreSQL 16.2+ or Oracle 19c+ are supported.

    • MySQL is no longer supported.

  • Prepare for Upgrade:

    • Log in to 2.2.1.0 with admin access.

    • Go to System Management → Migrator Module.

    • Click "Start migration", ensure thread pool size ≤ 24.

    • After it completes, click "Stop migration".

  • Install Codebeamer 3.0.0.1:

    • Do not launch after installation.

    • Run upgrade.bat from the CB-3.0.0.1 upgrade folder.

    • Wait for BUILD SUCCESSFUL.

  • Start the Service:

    • In the tomcat/bin folder, run:
      cbservice codebeamer codebeamer

    • Start Codebeamer 3.0.0.1 from Windows Services.

  • Access the System:

Thanks,

Shashi Preetham,
+91 8099838001 | shashi@psptechhub.com,
PSPTechHub  ||  World of PTC Thingworx  ||  LinkedIn

Hi @Daniel_tan,

 

I wanted to see if you got the help you needed.

If so, please mark the appropriate reply as the Accepted Solution. It will help other members who may have the same question.
Of course, if you have more to share on your issue, please pursue the conversation. 

 

Thanks,
Anurag 
 

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