Read these instructions completely before you begin.
This document provides specific instructions on how to convert to Robot HA using the Fortra Product Loader.
Make sure ALL systems are at RSF-HA 11 before converting to Robot HA 12 or 13. (You can download RSF-HA 11 and Robot HA 12 from the Fortra Portal under Robot Previous Downloads.)
Warning: RSF-HA is shut down on both systems (production and backup) during the conversion process. However, be aware that there is no need to end synchronization jobs, remote journaling, or servers before the conversion as the conversion process will end these processes automatically during the conversion.
Create a backup of your RSF* libraries. They are renamed during the conversion.
Make sure you have a new license code for each system before you attempt a conversion. If you haven't received new license codes, contact your Fortra sales representative.
Note: When you’re finished loading Robot HA, follow the steps below to enter the license code.
During the conversion, libraries RSF and RSFTOOLS are renamed as RHARSF and RHATOOL.
Libraries RSF and RSFTOOLS are consolidated into RBTHALIB during a successful conversion. Locate any hard-coded references in your non-product libraries and update them to reflect this new library name (RBTHALIB) after the conversion completes.
The RSFUSER library isn't converted during this procedure. However, the source members in RSFUSER are replaced during the post-conversion instructions.
If you haven't had Fortra products on your system before, the conversion process also installs the following: library RBTSYSLIB, user profile RBTUSER, and user profile RBTADMIN.
Preparing to Convert to Robot HA 12 or 13
On All Systems
Make sure all users are signed off RSF-HA to avoid user locks on the product.
If you've modified any of the programs in library RSFUSER, you'll need to re-apply those changes after the post-conversion processing finishes. We recommend you document those changes at this time.
If you've modified the program ADDRSFSCDE in library RSFUSER, manually remove any additional IBM Job Scheduler entries that may have been added by your modifications.
Once your systems are prepared to convert, continue with the steps below.
Loading Robot HA 12 or 13
The Robot HA conversion process downloads everything to your PC and transfers the objects to the IBM i. This process is described in the following section.
Download the Robot HA installer (setupRobotHA.exe) from your My Downloads page on the Fortra Portal. Double-click it to start it.
On the IBM i Details panel:
Select or enter the IBM i where you want to load Robot HA.
Enter a user profile and password that’s a member of the user class *SECOFR and has at least the following special authorities: *ALLOBJ, *SECADM, *JOBCTL, and *IOSYSCFG. The user profile should have Limit capabilities set to *NO. This profile will be used to restore and copy objects, and for product maintenance on the IBM i.
(Optional) In the Advanced Settings section:
Enter a port number or use the arrows if you want to change the FTP port number to something other than the default of 21.
Select Secure File Transfer if you want to use FTPS (FTP over SSL) during the file transfer. The default FTPS secure port is 990, but it can be changed to the required secure port for your environment.
In the Timeout (seconds) field, enter the number of seconds the session should be kept active during an FTP transfer. You can choose anywhere between 25 and 1800 seconds (30 minutes).
Note: If the transfer takes longer than the amount of time specified, the session will expire.
You have two options on the Product Load Options panel:
Click Immediate Load if you’d like to load the product on the IBM i now.
Click Staged Load if you’d like to transfer the objects now and load them on the IBM i at a later time.
Note: See the section on Loading Staged Objects on the IBM i below for instructions on how to load the staged objects on your selected IBM i system.
The Product Load Progress panel for Robot HA launches. When the processing is complete, you have two choices:
If this is the last conversion of Robot HA that you're doing, click Finish.
If you have conversions to do on other IBM i systems (production or backup), click Restart. Then, return to step 2.
Note: If the Product Load Progress panel ends with an overall Failed message, the product upload could not complete properly. To find the reason the upload failed, click View Logs and review your logs. You can also use Download at the top of the logs to save the information for future review.
Loading Staged Objects on the IBM i
If you chose to stage your objects during step 3b of the conversion process, do the following to manually load them on the IBM i you identified above.
Execute the following command to display the Work with Loads panel:
Enter option 1, Load, next to the Load Name for Robot HA and press Enter. The conversion process will begin.
Entering the License Code
After you load Robot HA, you must enter a license code in order to use the product.
Execute the following command on the IBM i to open the Installed Robot Products panel:
Enter option 1 by Robot HA to open the Robot HA License Setup panel.
Copy your new license code. Then, paste it into the first entry field under License Code (it will automatically fill the other fields).
Once the conversion has completed successfully on all systems, proceed with the following instructions:
On All Systems
Your new product library is RBTHALIB. Libraries RSF and RSFTOOLS have been renamed to RHARSF and RHATOOL.
Note: Libraries RHARSF and RHATOOL can be deleted after they are backed up.
Start the servers. To do this, enter RBO from a command line and specify option 25 to access Robot HA. On the Robot HA Main Menu, select option 2, Control Menu, then select option 1 to start the servers.
On the Production System
Run the INZRSFHA command using the steps found in the Robot HA Implementation Guide. Some things to note:
Leave the default *AUTO for the first four 'Replace...' parameters, then specify *YES for 'Replace job schedule entries'. This ensures the new source code for Robot HA is copied to RSFUSER/QCLSRC and that the IBM Job Schedule entries are replaced.
CAUTION: Make sure the correct Server IDs, System Names, and IP Addresses are entered for (what you consider to be) your production and backup systems. PROD and BACKUP are merely default names, but they may not be what you're currently using.
To see the Server IDs you have that identify these systems:
Enter the following command on another session:
Take option 25 to access Robot HA.
On the Robot HA Main Menu, select option 3. The Setup Menu displays.
Select option 1, Server definitions.
If you used RSF-HA for replication rather than for role swaps, your production system may not be identified here. In that case, use the PROD value that's defaulted on the INZRSFHA command, and the command will create this entry for you.
Identify the Server ID you use for your backup system. Then, enter that name in the INZRSFHA command as the backup Server ID in the secondary machine information section.
If you have multiple systems you replicate/mirror to from your production system, you'll need to manually replicate the RSFUSER library to your additional BACKUP systems after the INZRSFHA command has finished running.
At the end of the INZRSFHA command, there are parameters that allow you to select the job run attributes of the IBM Job Scheduler Jobs. Fill these out as they apply to your environment, then press Enter.
If you made any custom changes to the RSFUSER code, re-apply them now. See Reapplying Custom Changes in Library RSFUSER after an RSF-HA Conversion for instructions.
Ensure libraries RBTHALIB and RSFUSER are synchronized with the backup system.
If you have additional backup systems, you must create a Library Sync Attribute to sync RSFUSER to all your backup systems. We created one on the backup system you identified in the INZRSFHA command (if you didn't already have one defined), but Library Sync Attributes for additional backup systems must be created manually. We recommend library RSFUSER be in sync with the systems being replicated to/from.
Note: Although the INZRSFHA command synchronized the RSFUSER library, it only did so for the conversion. You'll need to start synchronization for the library manually.
On the Backup System
Start synchronization if you want to synchronize back to the production system.
If you used RSF-HA for replication rather than for role swaps, you may not have had sync attributes defined for *CFG and RBTHALIB on the backup system prior to the conversion. The INZRSFHA command created them in case you need to role swap in the future. If you decide to continue using this system for replication only, you don't need to sync *CFG and RBTHALIB back to the production system.
To get started with Robot HA, access the Robot HA Implementation Guide and other documentation from our website.
Three libraries were restored to your system for use during the conversion process: HSLOADMGR, HSLOADMGRW, and RBTCDRLIB. We don't remove them from your system in case you're doing multiple conversions. You can delete them when you're finished.
Note: You can move the library HSLOADMGR to a different IBM i system and use it to complete additional conversions.
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