Converting from Robot Browser Interface 1.0 to 2.0

Before You Begin

Read these instructions completely before starting your conversion.

• Before converting the Robot Browser Interface, you have the option of running a pre-conversion check to determine whether the product and the system are ready for the conversion. Display the Maintain Help/Systems Products menu by entering the command RBTCDRLIB/HLPCDMENU. Select option 5 and enter the following special code: HLPSPOR02.
• The conversion process calls a Help/Systems program to create or change the two Help/Systems user profiles, RBTUSER and RBTADMIN. The RBTUSER and RBTADMIN profiles were created for the following reasons:
  • They satisfy requests from corporate auditors that our objects be owned differently from IBM objects.
  • They allow us to build a secure product for your environment.
  • They isolate Help/Systems products from IBM changes to the QPGMR or QSECOFR profile
  • defaults.

Note: If you have made any manual changes to the RBTUSER or RBTADMIN user profiles and their authorities, these changes will be lost with any product installation or conversion.

• If you have made any modifications to the product outside of the Administration Main Menu, these changes will be lost during the conversion. These changes may include, but are not limited to, the following:
  • Changes made to the logo on the login page.
  • Changes made to the Java memory allocation on the Web server.
  • Using the Secured Sockets Layer.
  • Changes made to the time out value for Robot Browser Interface.
• See requirements table for the correct licensed programs for your version of the operating system.
• Your Portal Server can be a System i, Windows, or UNIX server. You must decide which server to use based on the following considerations:
  • The Portal Server is the server that users connect to when they access the Robot Browser Interface.
  • Depending on the server, you will need the following software and hardware.

To use the following portlets, the Robot products need to be at a minimum of the following levels:

Converting the Robot Browser Interface on a System i

1. Shut down the portal server.
   • To shut down a System i server, use the following command:

   RBTPORLIB/PORSHUTDWN

   • To shut down a Windows server, stop the Robot Browser Interface service:

   Click Start, Settings, Control Panel.

   Double-click Administrator Tools.

   Double-click Services.

   Right-click Robot Browser Interface and select Stop.

   • To shut down a UNIX server, use the following command from the directory where the product is installed:

   ./stopPortal.sh

2. Sign on to the System i with a user profile that is a member of the user class *SECOFR and has at least the following special authorities: *ALLOBJ, *SECADM, and *JOBCTL. The user profile should have Limit capabilities set to *NO.
3. Enter the following command to display the Maintain Help/Systems Products menu:

RBTCDRLIB/HLPCDMENU

4. Select option 4 from the Maintain Help/Systems Products menu and enter the following conversion code:

HLPCPOR02

Notes:

• If your System i is also your Portal (Web) server, when you are converting the RBTPORLIB library, select *YES for the Install Web Server option. Selecting this option converts the  helpsystems directory in the Integrated File System (IFS) on the System i and copies the necessary software to the directory. All configuration settings are retained except the port number, which is reset to the default of 8008. You can use the command RBTPORLIB/PORCHGPORT to change the port number after the conversion process.
• If your Portal server is a Windows server, see Converting a Windows Portal Server.
• If your Portal server is a UNIX machine—AIX, Sun Solaris, HP-UX, or Linux—see Converting a UNIX Portal Server.

Converting a Windows Portal Server

Do the following to convert the Robot Browser Interface Portal Server on a Windows server:

1. Stop the Robot Browser Interface 1.0 service (if it is not already stopped).
2. Download Robot Browser Interface for Windows installer from the Help/Systems Web site.
3. Double-click on setuprbi2.exe.
4. When prompted to uninstall Robot Browser Interface V1, select Yes.
5. The installer asks if you have any configuration changes. Select Yes or No.

If you select Yes, you will have to re-configure the following information:

• Administrator username and password
• Port number
• Robot servers
• Database server
• Date format

If you select No, the installation wizard continues and keeps the current configuration information.

6. Follow the on-screen instructions that display to complete the conversion.
7. After the conversion is complete, the URL and port number you will use to connect to the Robot Browser Interface are displayed.

Important: Remember the URL and port number.

Converting a UNIX Portal Server

To convert the Robot Browser Interface on a UNIX Portal Server, you must have Java 1.5 installed and your JAVA_HOME environment variable must be set. If you are unsure whether, or where, Java 1.5 is installed, contact your UNIX administrator.

Part I: Copy the unix-portal.tar File to Your UNIX Portal Server

Do the following to copy the unix-portal.tar file to your UNIX Portal server using File Transport Protocol (FTP):

1. Download the Robot Browser Interface Install for Unix/Linux installer file (unix-portal.tar) from the Help/Systems Web site.
2. Double-click My Computer.
3. Select your CD drive.
4. Double-click the JAVA Apps folder.
5. Double-click the UNIX folder.
6. Copy the unix-portal.tar file to your C: drive.
7. Use FTP to copy the unix-portal.tar file in BIN (binary) mode to your home directory on the UNIX system.

Note: It is very important that you copy the file using BIN mode.

Part II: Install the Portal Server Software

Do the following on the UNIX Portal server where you copied the unix-portal.tar file:

1. Type pwd and press Enter.
2. The home directory and your username should display: /home/<username>. If they do not display, use a cd command to change to the home directory.
3. Enter the ls -al command to verify that the unix-portal.tar file is in the home directory. If the file is not in the home directory, locate it and copy it to the directory, or repeat Part I if necessary.
4. Enter the following command to make a temporary directory for the installation:

mkdir temp

5. Enter the following command to change to the temporary directory:

cd temp

6. Enter the following command to expand the tar file:

tar xf .. /unix-portal.tar

7. Enter the following command to verify that three files were extracted from the tar file:

ls -al

Three files should be listed: portal_inst.sh, portal.distribution, and tomcat.tar. If one or more of these files is missing, repeat steps 6 and 7.

8. Enter the following command to verify that your JAVA_HOME environment variable is pointing to the correct path for the Java 1.5 directory:

echo $JAVA_HOME

This command should display the JAVA 1.5 directory. If the directory does not display, your JAVA_HOME environment variable must be set. Contact your UNIX administrator to determine the directory where Java 1.5 is installed.

9. After the JAVA_HOME environment variable is set, enter the following command to install the Robot Browser Interface on your UNIX server:

./portal_inst.sh

10. Follow the instructions that display to complete the installation, including specifying the port the Robot Browser Interface should use to communicate.
11. The installer notifies you that a configuration file already exists, and asks if you would like to keep the current configuration. Enter y to keep the current configuration and continue as normal.

Note: The Portal Server can use any port number to communicate. However, some UNIX servers allow only the ‘root’ user to use the ports between 1 and 1024. If you are unsure about which port number to specify for the Portal Server, contact your UNIX system administrator.

After the Conversion

When you are successfully running Robot Browser Interface 2.0, delete the library RBTPORLIB1 and the following IFS directory portalv1 in /helpsystems directory by using the following command:

STRQSH
 
rm -r -f  /helpsystems/portalv1

You can access an online version of the Robot Browser Interface user documentation from the Help/Systems download page and Help/FACTS page.

When the conversion completes, enter the WRKSPLF command and check the conversion spooled files and job log for errors. Call Help/Systems Technical Support if you have any questions.

Updated May 16, 2011