SDP_MigrationAndUpgradeGuide.html #3 

<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta http-equiv="X-UA-Compatible" content="IE=edge">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="generator" content="Asciidoctor 2.0.17">
<meta name="author" content="Perforce Professional Services">
<title>SDP Migration and Upgrade Guide</title>
<link rel="stylesheet" href="https://fonts.googleapis.com/css?family=Open+Sans:300,300italic,400,400italic,600,600italic%7CNoto+Serif:400,400italic,700,700italic%7CDroid+Sans+Mono:400,700">
<style>
/*! Asciidoctor default stylesheet | MIT License | https://asciidoctor.org */
/* Uncomment the following line when using as a custom stylesheet */
/* @import "https://fonts.googleapis.com/css?family=Open+Sans:300,300italic,400,400italic,600,600italic%7CNoto+Serif:400,400italic,700,700italic%7CDroid+Sans+Mono:400,700"; */
html{font-family:sans-serif;-webkit-text-size-adjust:100%}
a{background:none}
a:focus{outline:thin dotted}
a:active,a:hover{outline:0}
h1{font-size:2em;margin:.67em 0}
b,strong{font-weight:bold}
abbr{font-size:.9em}
abbr[title]{cursor:help;border-bottom:1px dotted #dddddf;text-decoration:none}
dfn{font-style:italic}
hr{height:0}
mark{background:#ff0;color:#000}
code,kbd,pre,samp{font-family:monospace;font-size:1em}
pre{white-space:pre-wrap}
q{quotes:"\201C" "\201D" "\2018" "\2019"}
small{font-size:80%}
sub,sup{font-size:75%;line-height:0;position:relative;vertical-align:baseline}
sup{top:-.5em}
sub{bottom:-.25em}
img{border:0}
svg:not(:root){overflow:hidden}
figure{margin:0}
audio,video{display:inline-block}
audio:not([controls]){display:none;height:0}
fieldset{border:1px solid silver;margin:0 2px;padding:.35em .625em .75em}
legend{border:0;padding:0}
button,input,select,textarea{font-family:inherit;font-size:100%;margin:0}
button,input{line-height:normal}
button,select{text-transform:none}
button,html input[type=button],input[type=reset],input[type=submit]{-webkit-appearance:button;cursor:pointer}
button[disabled],html input[disabled]{cursor:default}
input[type=checkbox],input[type=radio]{padding:0}
button::-moz-focus-inner,input::-moz-focus-inner{border:0;padding:0}
textarea{overflow:auto;vertical-align:top}
table{border-collapse:collapse;border-spacing:0}
*,::before,::after{box-sizing:border-box}
html,body{font-size:100%}
body{background:#fff;color:rgba(0,0,0,.8);padding:0;margin:0;font-family:"Noto Serif","DejaVu Serif",serif;line-height:1;position:relative;cursor:auto;-moz-tab-size:4;-o-tab-size:4;tab-size:4;word-wrap:anywhere;-moz-osx-font-smoothing:grayscale;-webkit-font-smoothing:antialiased}
a:hover{cursor:pointer}
img,object,embed{max-width:100%;height:auto}
object,embed{height:100%}
img{-ms-interpolation-mode:bicubic}
.left{float:left!important}
.right{float:right!important}
.text-left{text-align:left!important}
.text-right{text-align:right!important}
.text-center{text-align:center!important}
.text-justify{text-align:justify!important}
.hide{display:none}
img,object,svg{display:inline-block;vertical-align:middle}
textarea{height:auto;min-height:50px}
select{width:100%}
.subheader,.admonitionblock td.content>.title,.audioblock>.title,.exampleblock>.title,.imageblock>.title,.listingblock>.title,.literalblock>.title,.stemblock>.title,.openblock>.title,.paragraph>.title,.quoteblock>.title,table.tableblock>.title,.verseblock>.title,.videoblock>.title,.dlist>.title,.olist>.title,.ulist>.title,.qlist>.title,.hdlist>.title{line-height:1.45;color:#7a2518;font-weight:400;margin-top:0;margin-bottom:.25em}
div,dl,dt,dd,ul,ol,li,h1,h2,h3,#toctitle,.sidebarblock>.content>.title,h4,h5,h6,pre,form,p,blockquote,th,td{margin:0;padding:0}
a{color:#2156a5;text-decoration:underline;line-height:inherit}
a:hover,a:focus{color:#1d4b8f}
a img{border:0}
p{line-height:1.6;margin-bottom:1.25em;text-rendering:optimizeLegibility}
p aside{font-size:.875em;line-height:1.35;font-style:italic}
h1,h2,h3,#toctitle,.sidebarblock>.content>.title,h4,h5,h6{font-family:"Open Sans","DejaVu Sans",sans-serif;font-weight:300;font-style:normal;color:#ba3925;text-rendering:optimizeLegibility;margin-top:1em;margin-bottom:.5em;line-height:1.0125em}
h1 small,h2 small,h3 small,#toctitle small,.sidebarblock>.content>.title small,h4 small,h5 small,h6 small{font-size:60%;color:#e99b8f;line-height:0}
h1{font-size:2.125em}
h2{font-size:1.6875em}
h3,#toctitle,.sidebarblock>.content>.title{font-size:1.375em}
h4,h5{font-size:1.125em}
h6{font-size:1em}
hr{border:solid #dddddf;border-width:1px 0 0;clear:both;margin:1.25em 0 1.1875em}
em,i{font-style:italic;line-height:inherit}
strong,b{font-weight:bold;line-height:inherit}
small{font-size:60%;line-height:inherit}
code{font-family:"Droid Sans Mono","DejaVu Sans Mono",monospace;font-weight:400;color:rgba(0,0,0,.9)}
ul,ol,dl{line-height:1.6;margin-bottom:1.25em;list-style-position:outside;font-family:inherit}
ul,ol{margin-left:1.5em}
ul li ul,ul li ol{margin-left:1.25em;margin-bottom:0}
ul.square li ul,ul.circle li ul,ul.disc li ul{list-style:inherit}
ul.square{list-style-type:square}
ul.circle{list-style-type:circle}
ul.disc{list-style-type:disc}
ol li ul,ol li ol{margin-left:1.25em;margin-bottom:0}
dl dt{margin-bottom:.3125em;font-weight:bold}
dl dd{margin-bottom:1.25em}
blockquote{margin:0 0 1.25em;padding:.5625em 1.25em 0 1.1875em;border-left:1px solid #ddd}
blockquote,blockquote p{line-height:1.6;color:rgba(0,0,0,.85)}
@media screen and (min-width:768px){h1,h2,h3,#toctitle,.sidebarblock>.content>.title,h4,h5,h6{line-height:1.2}
h1{font-size:2.75em}
h2{font-size:2.3125em}
h3,#toctitle,.sidebarblock>.content>.title{font-size:1.6875em}
h4{font-size:1.4375em}}
table{background:#fff;margin-bottom:1.25em;border:1px solid #dedede;word-wrap:normal}
table thead,table tfoot{background:#f7f8f7}
table thead tr th,table thead tr td,table tfoot tr th,table tfoot tr td{padding:.5em .625em .625em;font-size:inherit;color:rgba(0,0,0,.8);text-align:left}
table tr th,table tr td{padding:.5625em .625em;font-size:inherit;color:rgba(0,0,0,.8)}
table tr.even,table tr.alt{background:#f8f8f7}
table thead tr th,table tfoot tr th,table tbody tr td,table tr td,table tfoot tr td{line-height:1.6}
h1,h2,h3,#toctitle,.sidebarblock>.content>.title,h4,h5,h6{line-height:1.2;word-spacing:-.05em}
h1 strong,h2 strong,h3 strong,#toctitle strong,.sidebarblock>.content>.title strong,h4 strong,h5 strong,h6 strong{font-weight:400}
.center{margin-left:auto;margin-right:auto}
.stretch{width:100%}
.clearfix::before,.clearfix::after,.float-group::before,.float-group::after{content:" ";display:table}
.clearfix::after,.float-group::after{clear:both}
:not(pre).nobreak{word-wrap:normal}
:not(pre).nowrap{white-space:nowrap}
:not(pre).pre-wrap{white-space:pre-wrap}
:not(pre):not([class^=L])>code{font-size:.9375em;font-style:normal!important;letter-spacing:0;padding:.1em .5ex;word-spacing:-.15em;background:#f7f7f8;border-radius:4px;line-height:1.45;text-rendering:optimizeSpeed}
pre{color:rgba(0,0,0,.9);font-family:"Droid Sans Mono","DejaVu Sans Mono",monospace;line-height:1.45;text-rendering:optimizeSpeed}
pre code,pre pre{color:inherit;font-size:inherit;line-height:inherit}
pre>code{display:block}
pre.nowrap,pre.nowrap pre{white-space:pre;word-wrap:normal}
em em{font-style:normal}
strong strong{font-weight:400}
.keyseq{color:rgba(51,51,51,.8)}
kbd{font-family:"Droid Sans Mono","DejaVu Sans Mono",monospace;display:inline-block;color:rgba(0,0,0,.8);font-size:.65em;line-height:1.45;background:#f7f7f7;border:1px solid #ccc;border-radius:3px;box-shadow:0 1px 0 rgba(0,0,0,.2),inset 0 0 0 .1em #fff;margin:0 .15em;padding:.2em .5em;vertical-align:middle;position:relative;top:-.1em;white-space:nowrap}
.keyseq kbd:first-child{margin-left:0}
.keyseq kbd:last-child{margin-right:0}
.menuseq,.menuref{color:#000}
.menuseq b:not(.caret),.menuref{font-weight:inherit}
.menuseq{word-spacing:-.02em}
.menuseq b.caret{font-size:1.25em;line-height:.8}
.menuseq i.caret{font-weight:bold;text-align:center;width:.45em}
b.button::before,b.button::after{position:relative;top:-1px;font-weight:400}
b.button::before{content:"[";padding:0 3px 0 2px}
b.button::after{content:"]";padding:0 2px 0 3px}
p a>code:hover{color:rgba(0,0,0,.9)}
#header,#content,#footnotes,#footer{width:100%;margin:0 auto;max-width:62.5em;*zoom:1;position:relative;padding-left:.9375em;padding-right:.9375em}
#header::before,#header::after,#content::before,#content::after,#footnotes::before,#footnotes::after,#footer::before,#footer::after{content:" ";display:table}
#header::after,#content::after,#footnotes::after,#footer::after{clear:both}
#content{margin-top:1.25em}
#content::before{content:none}
#header>h1:first-child{color:rgba(0,0,0,.85);margin-top:2.25rem;margin-bottom:0}
#header>h1:first-child+#toc{margin-top:8px;border-top:1px solid #dddddf}
#header>h1:only-child,body.toc2 #header>h1:nth-last-child(2){border-bottom:1px solid #dddddf;padding-bottom:8px}
#header .details{border-bottom:1px solid #dddddf;line-height:1.45;padding-top:.25em;padding-bottom:.25em;padding-left:.25em;color:rgba(0,0,0,.6);display:flex;flex-flow:row wrap}
#header .details span:first-child{margin-left:-.125em}
#header .details span.email a{color:rgba(0,0,0,.85)}
#header .details br{display:none}
#header .details br+span::before{content:"\00a0\2013\00a0"}
#header .details br+span.author::before{content:"\00a0\22c5\00a0";color:rgba(0,0,0,.85)}
#header .details br+span#revremark::before{content:"\00a0|\00a0"}
#header #revnumber{text-transform:capitalize}
#header #revnumber::after{content:"\00a0"}
#content>h1:first-child:not([class]){color:rgba(0,0,0,.85);border-bottom:1px solid #dddddf;padding-bottom:8px;margin-top:0;padding-top:1rem;margin-bottom:1.25rem}
#toc{border-bottom:1px solid #e7e7e9;padding-bottom:.5em}
#toc>ul{margin-left:.125em}
#toc ul.sectlevel0>li>a{font-style:italic}
#toc ul.sectlevel0 ul.sectlevel1{margin:.5em 0}
#toc ul{font-family:"Open Sans","DejaVu Sans",sans-serif;list-style-type:none}
#toc li{line-height:1.3334;margin-top:.3334em}
#toc a{text-decoration:none}
#toc a:active{text-decoration:underline}
#toctitle{color:#7a2518;font-size:1.2em}
@media screen and (min-width:768px){#toctitle{font-size:1.375em}
body.toc2{padding-left:15em;padding-right:0}
#toc.toc2{margin-top:0!important;background:#f8f8f7;position:fixed;width:15em;left:0;top:0;border-right:1px solid #e7e7e9;border-top-width:0!important;border-bottom-width:0!important;z-index:1000;padding:1.25em 1em;height:100%;overflow:auto}
#toc.toc2 #toctitle{margin-top:0;margin-bottom:.8rem;font-size:1.2em}
#toc.toc2>ul{font-size:.9em;margin-bottom:0}
#toc.toc2 ul ul{margin-left:0;padding-left:1em}
#toc.toc2 ul.sectlevel0 ul.sectlevel1{padding-left:0;margin-top:.5em;margin-bottom:.5em}
body.toc2.toc-right{padding-left:0;padding-right:15em}
body.toc2.toc-right #toc.toc2{border-right-width:0;border-left:1px solid #e7e7e9;left:auto;right:0}}
@media screen and (min-width:1280px){body.toc2{padding-left:20em;padding-right:0}
#toc.toc2{width:20em}
#toc.toc2 #toctitle{font-size:1.375em}
#toc.toc2>ul{font-size:.95em}
#toc.toc2 ul ul{padding-left:1.25em}
body.toc2.toc-right{padding-left:0;padding-right:20em}}
#content #toc{border:1px solid #e0e0dc;margin-bottom:1.25em;padding:1.25em;background:#f8f8f7;border-radius:4px}
#content #toc>:first-child{margin-top:0}
#content #toc>:last-child{margin-bottom:0}
#footer{max-width:none;background:rgba(0,0,0,.8);padding:1.25em}
#footer-text{color:hsla(0,0%,100%,.8);line-height:1.44}
#content{margin-bottom:.625em}
.sect1{padding-bottom:.625em}
@media screen and (min-width:768px){#content{margin-bottom:1.25em}
.sect1{padding-bottom:1.25em}}
.sect1:last-child{padding-bottom:0}
.sect1+.sect1{border-top:1px solid #e7e7e9}
#content h1>a.anchor,h2>a.anchor,h3>a.anchor,#toctitle>a.anchor,.sidebarblock>.content>.title>a.anchor,h4>a.anchor,h5>a.anchor,h6>a.anchor{position:absolute;z-index:1001;width:1.5ex;margin-left:-1.5ex;display:block;text-decoration:none!important;visibility:hidden;text-align:center;font-weight:400}
#content h1>a.anchor::before,h2>a.anchor::before,h3>a.anchor::before,#toctitle>a.anchor::before,.sidebarblock>.content>.title>a.anchor::before,h4>a.anchor::before,h5>a.anchor::before,h6>a.anchor::before{content:"\00A7";font-size:.85em;display:block;padding-top:.1em}
#content h1:hover>a.anchor,#content h1>a.anchor:hover,h2:hover>a.anchor,h2>a.anchor:hover,h3:hover>a.anchor,#toctitle:hover>a.anchor,.sidebarblock>.content>.title:hover>a.anchor,h3>a.anchor:hover,#toctitle>a.anchor:hover,.sidebarblock>.content>.title>a.anchor:hover,h4:hover>a.anchor,h4>a.anchor:hover,h5:hover>a.anchor,h5>a.anchor:hover,h6:hover>a.anchor,h6>a.anchor:hover{visibility:visible}
#content h1>a.link,h2>a.link,h3>a.link,#toctitle>a.link,.sidebarblock>.content>.title>a.link,h4>a.link,h5>a.link,h6>a.link{color:#ba3925;text-decoration:none}
#content h1>a.link:hover,h2>a.link:hover,h3>a.link:hover,#toctitle>a.link:hover,.sidebarblock>.content>.title>a.link:hover,h4>a.link:hover,h5>a.link:hover,h6>a.link:hover{color:#a53221}
details,.audioblock,.imageblock,.literalblock,.listingblock,.stemblock,.videoblock{margin-bottom:1.25em}
details{margin-left:1.25rem}
details>summary{cursor:pointer;display:block;position:relative;line-height:1.6;margin-bottom:.625rem;outline:none;-webkit-tap-highlight-color:transparent}
details>summary::-webkit-details-marker{display:none}
details>summary::before{content:"";border:solid transparent;border-left:solid;border-width:.3em 0 .3em .5em;position:absolute;top:.5em;left:-1.25rem;transform:translateX(15%)}
details[open]>summary::before{border:solid transparent;border-top:solid;border-width:.5em .3em 0;transform:translateY(15%)}
details>summary::after{content:"";width:1.25rem;height:1em;position:absolute;top:.3em;left:-1.25rem}
.admonitionblock td.content>.title,.audioblock>.title,.exampleblock>.title,.imageblock>.title,.listingblock>.title,.literalblock>.title,.stemblock>.title,.openblock>.title,.paragraph>.title,.quoteblock>.title,table.tableblock>.title,.verseblock>.title,.videoblock>.title,.dlist>.title,.olist>.title,.ulist>.title,.qlist>.title,.hdlist>.title{text-rendering:optimizeLegibility;text-align:left;font-family:"Noto Serif","DejaVu Serif",serif;font-size:1rem;font-style:italic}
table.tableblock.fit-content>caption.title{white-space:nowrap;width:0}
.paragraph.lead>p,#preamble>.sectionbody>[class=paragraph]:first-of-type p{font-size:1.21875em;line-height:1.6;color:rgba(0,0,0,.85)}
.admonitionblock>table{border-collapse:separate;border:0;background:none;width:100%}
.admonitionblock>table td.icon{text-align:center;width:80px}
.admonitionblock>table td.icon img{max-width:none}
.admonitionblock>table td.icon .title{font-weight:bold;font-family:"Open Sans","DejaVu Sans",sans-serif;text-transform:uppercase}
.admonitionblock>table td.content{padding-left:1.125em;padding-right:1.25em;border-left:1px solid #dddddf;color:rgba(0,0,0,.6);word-wrap:anywhere}
.admonitionblock>table td.content>:last-child>:last-child{margin-bottom:0}
.exampleblock>.content{border:1px solid #e6e6e6;margin-bottom:1.25em;padding:1.25em;background:#fff;border-radius:4px}
.exampleblock>.content>:first-child{margin-top:0}
.exampleblock>.content>:last-child{margin-bottom:0}
.sidebarblock{border:1px solid #dbdbd6;margin-bottom:1.25em;padding:1.25em;background:#f3f3f2;border-radius:4px}
.sidebarblock>:first-child{margin-top:0}
.sidebarblock>:last-child{margin-bottom:0}
.sidebarblock>.content>.title{color:#7a2518;margin-top:0;text-align:center}
.exampleblock>.content>:last-child>:last-child,.exampleblock>.content .olist>ol>li:last-child>:last-child,.exampleblock>.content .ulist>ul>li:last-child>:last-child,.exampleblock>.content .qlist>ol>li:last-child>:last-child,.sidebarblock>.content>:last-child>:last-child,.sidebarblock>.content .olist>ol>li:last-child>:last-child,.sidebarblock>.content .ulist>ul>li:last-child>:last-child,.sidebarblock>.content .qlist>ol>li:last-child>:last-child{margin-bottom:0}
.literalblock pre,.listingblock>.content>pre{border-radius:4px;overflow-x:auto;padding:1em;font-size:.8125em}
@media screen and (min-width:768px){.literalblock pre,.listingblock>.content>pre{font-size:.90625em}}
@media screen and (min-width:1280px){.literalblock pre,.listingblock>.content>pre{font-size:1em}}
.literalblock pre,.listingblock>.content>pre:not(.highlight),.listingblock>.content>pre[class=highlight],.listingblock>.content>pre[class^="highlight "]{background:#f7f7f8}
.literalblock.output pre{color:#f7f7f8;background:rgba(0,0,0,.9)}
.listingblock>.content{position:relative}
.listingblock code[data-lang]::before{display:none;content:attr(data-lang);position:absolute;font-size:.75em;top:.425rem;right:.5rem;line-height:1;text-transform:uppercase;color:inherit;opacity:.5}
.listingblock:hover code[data-lang]::before{display:block}
.listingblock.terminal pre .command::before{content:attr(data-prompt);padding-right:.5em;color:inherit;opacity:.5}
.listingblock.terminal pre .command:not([data-prompt])::before{content:"$"}
.listingblock pre.highlightjs{padding:0}
.listingblock pre.highlightjs>code{padding:1em;border-radius:4px}
.listingblock pre.prettyprint{border-width:0}
.prettyprint{background:#f7f7f8}
pre.prettyprint .linenums{line-height:1.45;margin-left:2em}
pre.prettyprint li{background:none;list-style-type:inherit;padding-left:0}
pre.prettyprint li code[data-lang]::before{opacity:1}
pre.prettyprint li:not(:first-child) code[data-lang]::before{display:none}
table.linenotable{border-collapse:separate;border:0;margin-bottom:0;background:none}
table.linenotable td[class]{color:inherit;vertical-align:top;padding:0;line-height:inherit;white-space:normal}
table.linenotable td.code{padding-left:.75em}
table.linenotable td.linenos,pre.pygments .linenos{border-right:1px solid;opacity:.35;padding-right:.5em;-webkit-user-select:none;-moz-user-select:none;-ms-user-select:none;user-select:none}
pre.pygments span.linenos{display:inline-block;margin-right:.75em}
.quoteblock{margin:0 1em 1.25em 1.5em;display:table}
.quoteblock:not(.excerpt)>.title{margin-left:-1.5em;margin-bottom:.75em}
.quoteblock blockquote,.quoteblock p{color:rgba(0,0,0,.85);font-size:1.15rem;line-height:1.75;word-spacing:.1em;letter-spacing:0;font-style:italic;text-align:justify}
.quoteblock blockquote{margin:0;padding:0;border:0}
.quoteblock blockquote::before{content:"\201c";float:left;font-size:2.75em;font-weight:bold;line-height:.6em;margin-left:-.6em;color:#7a2518;text-shadow:0 1px 2px rgba(0,0,0,.1)}
.quoteblock blockquote>.paragraph:last-child p{margin-bottom:0}
.quoteblock .attribution{margin-top:.75em;margin-right:.5ex;text-align:right}
.verseblock{margin:0 1em 1.25em}
.verseblock pre{font-family:"Open Sans","DejaVu Sans",sans-serif;font-size:1.15rem;color:rgba(0,0,0,.85);font-weight:300;text-rendering:optimizeLegibility}
.verseblock pre strong{font-weight:400}
.verseblock .attribution{margin-top:1.25rem;margin-left:.5ex}
.quoteblock .attribution,.verseblock .attribution{font-size:.9375em;line-height:1.45;font-style:italic}
.quoteblock .attribution br,.verseblock .attribution br{display:none}
.quoteblock .attribution cite,.verseblock .attribution cite{display:block;letter-spacing:-.025em;color:rgba(0,0,0,.6)}
.quoteblock.abstract blockquote::before,.quoteblock.excerpt blockquote::before,.quoteblock .quoteblock blockquote::before{display:none}
.quoteblock.abstract blockquote,.quoteblock.abstract p,.quoteblock.excerpt blockquote,.quoteblock.excerpt p,.quoteblock .quoteblock blockquote,.quoteblock .quoteblock p{line-height:1.6;word-spacing:0}
.quoteblock.abstract{margin:0 1em 1.25em;display:block}
.quoteblock.abstract>.title{margin:0 0 .375em;font-size:1.15em;text-align:center}
.quoteblock.excerpt>blockquote,.quoteblock .quoteblock{padding:0 0 .25em 1em;border-left:.25em solid #dddddf}
.quoteblock.excerpt,.quoteblock .quoteblock{margin-left:0}
.quoteblock.excerpt blockquote,.quoteblock.excerpt p,.quoteblock .quoteblock blockquote,.quoteblock .quoteblock p{color:inherit;font-size:1.0625rem}
.quoteblock.excerpt .attribution,.quoteblock .quoteblock .attribution{color:inherit;font-size:.85rem;text-align:left;margin-right:0}
p.tableblock:last-child{margin-bottom:0}
td.tableblock>.content{margin-bottom:1.25em;word-wrap:anywhere}
td.tableblock>.content>:last-child{margin-bottom:-1.25em}
table.tableblock,th.tableblock,td.tableblock{border:0 solid #dedede}
table.grid-all>*>tr>*{border-width:1px}
table.grid-cols>*>tr>*{border-width:0 1px}
table.grid-rows>*>tr>*{border-width:1px 0}
table.frame-all{border-width:1px}
table.frame-ends{border-width:1px 0}
table.frame-sides{border-width:0 1px}
table.frame-none>colgroup+*>:first-child>*,table.frame-sides>colgroup+*>:first-child>*{border-top-width:0}
table.frame-none>:last-child>:last-child>*,table.frame-sides>:last-child>:last-child>*{border-bottom-width:0}
table.frame-none>*>tr>:first-child,table.frame-ends>*>tr>:first-child{border-left-width:0}
table.frame-none>*>tr>:last-child,table.frame-ends>*>tr>:last-child{border-right-width:0}
table.stripes-all>*>tr,table.stripes-odd>*>tr:nth-of-type(odd),table.stripes-even>*>tr:nth-of-type(even),table.stripes-hover>*>tr:hover{background:#f8f8f7}
th.halign-left,td.halign-left{text-align:left}
th.halign-right,td.halign-right{text-align:right}
th.halign-center,td.halign-center{text-align:center}
th.valign-top,td.valign-top{vertical-align:top}
th.valign-bottom,td.valign-bottom{vertical-align:bottom}
th.valign-middle,td.valign-middle{vertical-align:middle}
table thead th,table tfoot th{font-weight:bold}
tbody tr th{background:#f7f8f7}
tbody tr th,tbody tr th p,tfoot tr th,tfoot tr th p{color:rgba(0,0,0,.8);font-weight:bold}
p.tableblock>code:only-child{background:none;padding:0}
p.tableblock{font-size:1em}
ol{margin-left:1.75em}
ul li ol{margin-left:1.5em}
dl dd{margin-left:1.125em}
dl dd:last-child,dl dd:last-child>:last-child{margin-bottom:0}
li p,ul dd,ol dd,.olist .olist,.ulist .ulist,.ulist .olist,.olist .ulist{margin-bottom:.625em}
ul.checklist,ul.none,ol.none,ul.no-bullet,ol.no-bullet,ol.unnumbered,ul.unstyled,ol.unstyled{list-style-type:none}
ul.no-bullet,ol.no-bullet,ol.unnumbered{margin-left:.625em}
ul.unstyled,ol.unstyled{margin-left:0}
li>p:empty:only-child::before{content:"";display:inline-block}
ul.checklist>li>p:first-child{margin-left:-1em}
ul.checklist>li>p:first-child>.fa-square-o:first-child,ul.checklist>li>p:first-child>.fa-check-square-o:first-child{width:1.25em;font-size:.8em;position:relative;bottom:.125em}
ul.checklist>li>p:first-child>input[type=checkbox]:first-child{margin-right:.25em}
ul.inline{display:flex;flex-flow:row wrap;list-style:none;margin:0 0 .625em -1.25em}
ul.inline>li{margin-left:1.25em}
.unstyled dl dt{font-weight:400;font-style:normal}
ol.arabic{list-style-type:decimal}
ol.decimal{list-style-type:decimal-leading-zero}
ol.loweralpha{list-style-type:lower-alpha}
ol.upperalpha{list-style-type:upper-alpha}
ol.lowerroman{list-style-type:lower-roman}
ol.upperroman{list-style-type:upper-roman}
ol.lowergreek{list-style-type:lower-greek}
.hdlist>table,.colist>table{border:0;background:none}
.hdlist>table>tbody>tr,.colist>table>tbody>tr{background:none}
td.hdlist1,td.hdlist2{vertical-align:top;padding:0 .625em}
td.hdlist1{font-weight:bold;padding-bottom:1.25em}
td.hdlist2{word-wrap:anywhere}
.literalblock+.colist,.listingblock+.colist{margin-top:-.5em}
.colist td:not([class]):first-child{padding:.4em .75em 0;line-height:1;vertical-align:top}
.colist td:not([class]):first-child img{max-width:none}
.colist td:not([class]):last-child{padding:.25em 0}
.thumb,.th{line-height:0;display:inline-block;border:4px solid #fff;box-shadow:0 0 0 1px #ddd}
.imageblock.left{margin:.25em .625em 1.25em 0}
.imageblock.right{margin:.25em 0 1.25em .625em}
.imageblock>.title{margin-bottom:0}
.imageblock.thumb,.imageblock.th{border-width:6px}
.imageblock.thumb>.title,.imageblock.th>.title{padding:0 .125em}
.image.left,.image.right{margin-top:.25em;margin-bottom:.25em;display:inline-block;line-height:0}
.image.left{margin-right:.625em}
.image.right{margin-left:.625em}
a.image{text-decoration:none;display:inline-block}
a.image object{pointer-events:none}
sup.footnote,sup.footnoteref{font-size:.875em;position:static;vertical-align:super}
sup.footnote a,sup.footnoteref a{text-decoration:none}
sup.footnote a:active,sup.footnoteref a:active{text-decoration:underline}
#footnotes{padding-top:.75em;padding-bottom:.75em;margin-bottom:.625em}
#footnotes hr{width:20%;min-width:6.25em;margin:-.25em 0 .75em;border-width:1px 0 0}
#footnotes .footnote{padding:0 .375em 0 .225em;line-height:1.3334;font-size:.875em;margin-left:1.2em;margin-bottom:.2em}
#footnotes .footnote a:first-of-type{font-weight:bold;text-decoration:none;margin-left:-1.05em}
#footnotes .footnote:last-of-type{margin-bottom:0}
#content #footnotes{margin-top:-.625em;margin-bottom:0;padding:.75em 0}
div.unbreakable{page-break-inside:avoid}
.big{font-size:larger}
.small{font-size:smaller}
.underline{text-decoration:underline}
.overline{text-decoration:overline}
.line-through{text-decoration:line-through}
.aqua{color:#00bfbf}
.aqua-background{background:#00fafa}
.black{color:#000}
.black-background{background:#000}
.blue{color:#0000bf}
.blue-background{background:#0000fa}
.fuchsia{color:#bf00bf}
.fuchsia-background{background:#fa00fa}
.gray{color:#606060}
.gray-background{background:#7d7d7d}
.green{color:#006000}
.green-background{background:#007d00}
.lime{color:#00bf00}
.lime-background{background:#00fa00}
.maroon{color:#600000}
.maroon-background{background:#7d0000}
.navy{color:#000060}
.navy-background{background:#00007d}
.olive{color:#606000}
.olive-background{background:#7d7d00}
.purple{color:#600060}
.purple-background{background:#7d007d}
.red{color:#bf0000}
.red-background{background:#fa0000}
.silver{color:#909090}
.silver-background{background:#bcbcbc}
.teal{color:#006060}
.teal-background{background:#007d7d}
.white{color:#bfbfbf}
.white-background{background:#fafafa}
.yellow{color:#bfbf00}
.yellow-background{background:#fafa00}
span.icon>.fa{cursor:default}
a span.icon>.fa{cursor:inherit}
.admonitionblock td.icon [class^="fa icon-"]{font-size:2.5em;text-shadow:1px 1px 2px rgba(0,0,0,.5);cursor:default}
.admonitionblock td.icon .icon-note::before{content:"\f05a";color:#19407c}
.admonitionblock td.icon .icon-tip::before{content:"\f0eb";text-shadow:1px 1px 2px rgba(155,155,0,.8);color:#111}
.admonitionblock td.icon .icon-warning::before{content:"\f071";color:#bf6900}
.admonitionblock td.icon .icon-caution::before{content:"\f06d";color:#bf3400}
.admonitionblock td.icon .icon-important::before{content:"\f06a";color:#bf0000}
.conum[data-value]{display:inline-block;color:#fff!important;background:rgba(0,0,0,.8);border-radius:50%;text-align:center;font-size:.75em;width:1.67em;height:1.67em;line-height:1.67em;font-family:"Open Sans","DejaVu Sans",sans-serif;font-style:normal;font-weight:bold}
.conum[data-value] *{color:#fff!important}
.conum[data-value]+b{display:none}
.conum[data-value]::after{content:attr(data-value)}
pre .conum[data-value]{position:relative;top:-.125em}
b.conum *{color:inherit!important}
.conum:not([data-value]):empty{display:none}
dt,th.tableblock,td.content,div.footnote{text-rendering:optimizeLegibility}
h1,h2,p,td.content,span.alt,summary{letter-spacing:-.01em}
p strong,td.content strong,div.footnote strong{letter-spacing:-.005em}
p,blockquote,dt,td.content,span.alt,summary{font-size:1.0625rem}
p{margin-bottom:1.25rem}
.sidebarblock p,.sidebarblock dt,.sidebarblock td.content,p.tableblock{font-size:1em}
.exampleblock>.content{background:#fffef7;border-color:#e0e0dc;box-shadow:0 1px 4px #e0e0dc}
.print-only{display:none!important}
@page{margin:1.25cm .75cm}
@media print{*{box-shadow:none!important;text-shadow:none!important}
html{font-size:80%}
a{color:inherit!important;text-decoration:underline!important}
a.bare,a[href^="#"],a[href^="mailto:"]{text-decoration:none!important}
a[href^="http:"]:not(.bare)::after,a[href^="https:"]:not(.bare)::after{content:"(" attr(href) ")";display:inline-block;font-size:.875em;padding-left:.25em}
abbr[title]{border-bottom:1px dotted}
abbr[title]::after{content:" (" attr(title) ")"}
pre,blockquote,tr,img,object,svg{page-break-inside:avoid}
thead{display:table-header-group}
svg{max-width:100%}
p,blockquote,dt,td.content{font-size:1em;orphans:3;widows:3}
h2,h3,#toctitle,.sidebarblock>.content>.title{page-break-after:avoid}
#header,#content,#footnotes,#footer{max-width:none}
#toc,.sidebarblock,.exampleblock>.content{background:none!important}
#toc{border-bottom:1px solid #dddddf!important;padding-bottom:0!important}
body.book #header{text-align:center}
body.book #header>h1:first-child{border:0!important;margin:2.5em 0 1em}
body.book #header .details{border:0!important;display:block;padding:0!important}
body.book #header .details span:first-child{margin-left:0!important}
body.book #header .details br{display:block}
body.book #header .details br+span::before{content:none!important}
body.book #toc{border:0!important;text-align:left!important;padding:0!important;margin:0!important}
body.book #toc,body.book #preamble,body.book h1.sect0,body.book .sect1>h2{page-break-before:always}
.listingblock code[data-lang]::before{display:block}
#footer{padding:0 .9375em}
.hide-on-print{display:none!important}
.print-only{display:block!important}
.hide-for-print{display:none!important}
.show-for-print{display:inherit!important}}
@media amzn-kf8,print{#header>h1:first-child{margin-top:1.25rem}
.sect1{padding:0!important}
.sect1+.sect1{border:0}
#footer{background:none}
#footer-text{color:rgba(0,0,0,.6);font-size:.9em}}
@media amzn-kf8{#header,#content,#footnotes,#footer{padding:0}}
</style>
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.7.0/css/font-awesome.min.css">
</head>
<body class="book">
<div id="header">
<h1>SDP Migration and Upgrade Guide</h1>
<div class="details">
<span id="author" class="author">Perforce Professional Services</span><br>
<span id="email" class="email"><a href="mailto:consulting@perforce.com">consulting@perforce.com</a></span><br>
<span id="revnumber">version v2023.2,</span>
<span id="revdate">2024-02-29</span>
</div>
<div id="toc" class="toc">
<div id="toctitle">Table of Contents</div>
<ul class="sectlevel1">
<li><a href="#_draft_notice">DRAFT NOTICE</a></li>
<li><a href="#_preface">Preface</a></li>
<li><a href="#_introduction">1. Introduction</a>
<ul class="sectlevel2">
<li><a href="#_optimal_helix_core_operating_environment">1.1. Optimal Helix Core Operating Environment</a>
<ul class="sectlevel3">
<li><a href="#_optimal_storage_and_nfs">1.1.1. Optimal Storage and NFS</a></li>
</ul>
</li>
<li><a href="#_motivation">1.2. Motivation</a>
<ul class="sectlevel3">
<li><a href="#_global_topology_upgrades">1.2.1. Global Topology Upgrades</a></li>
<li><a href="#_helix_remote_administration">1.2.2. Helix Remote Administration</a></li>
</ul>
</li>
<li><a href="#_migration_style_upgrades">1.3. Migration Style Upgrades</a></li>
<li><a href="#_big_blue_green_cutover">1.4. Big Blue Green Cutover</a></li>
</ul>
</li>
<li><a href="#_migration_planning">2. Migration Planning</a>
<ul class="sectlevel2">
<li><a href="#_define_start_state">2.1. Define Start State</a></li>
<li><a href="#_take_inventory">2.2. Take Inventory</a></li>
<li><a href="#_define_end_state">2.3. Define End State</a></li>
<li><a href="#_define_project_scope">2.4. Define Project Scope</a></li>
<li><a href="#_define_server_templates">2.5. Define Server Templates</a>
<ul class="sectlevel3">
<li><a href="#_enhanced_studio_pack">2.5.1. Enhanced Studio Pack</a></li>
</ul>
</li>
<li><a href="#_consider_client_upgrades">2.6. Consider Client Upgrades</a></li>
</ul>
</li>
<li><a href="#_migration_preparation">3. Migration Preparation</a>
<ul class="sectlevel2">
<li><a href="#_build_the_green_infrastructure">3.1. Build the Green Infrastructure.</a></li>
</ul>
</li>
<li><a href="#_sample_test_plan">4. Sample Test Plan</a></li>
<li><a href="#_sample_cutover_procedure">5. Sample Cutover Procedure</a></li>
<li><a href="#_draft_notice_2">Appendix A: DRAFT NOTICE</a></li>
</ul>
</div>
</div>
<div id="content">
<div class="sect1">
<h2 id="_draft_notice">DRAFT NOTICE</h2>
<div class="sectionbody">
<div class="admonitionblock warning">
<table>
<tr>
<td class="icon">
<i class="fa icon-warning" title="Warning"></i>
</td>
<td class="content">
This document is in DRAFT status and should not be relied on yet.  It is a preview of a document to be completed in a future release.
</td>
</tr>
</table>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_preface">Preface</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This document is useful in when getting an existing Perforce Helix Core installation to the optimal operating environment from any starting condition.  Whether the starting environment is a large enterprise or "garage band" scale, on-prem or on a public or private cloud, or on any operating system, this guide can help get to the optimal deployment environment for Perforce Helix Core.</p>
</div>
<div class="paragraph">
<p>This document focuses on software rather than hardware aspects of an optimal operating environment.  While hardware is not discussed in detail, the migration and upgrade plans describe in this document provide an opportunity to test and change out hardware.</p>
</div>
<div class="paragraph">
<p>This document does not discuss case sensitivity or case-conversions. Those are discussed in the <a href="SDP_Win2Linux_Guide.html">SDP Windows to Linux Migration Guide</a>.</p>
</div>
<div class="paragraph">
<p>This guide assumes familiarity with Perforce Helix Core and does not duplicate basic information in the Helix Core documentation.</p>
</div>
<div class="paragraph">
<p><strong>Please Give Us Feedback</strong></p>
</div>
<div class="paragraph">
<p>Perforce welcomes feedback. Please send any suggestions for improving this document or the SDP to <a href="mailto:consulting@perforce.com">consulting@perforce.com</a>.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_introduction">1. Introduction</h2>
<div class="sectionbody">
<div class="sect2">
<h3 id="_optimal_helix_core_operating_environment">1.1. Optimal Helix Core Operating Environment</h3>
<div class="paragraph">
<p>Getting to an optimal operating environment for Perforce Helix Core first requires defining various aspects of optimal. For our purposes in this document, optimal means:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>SDP version 2020.1+. This is the SDP version from which SDP upgrades are automated.</p>
</li>
<li>
<p>Helix Core (P4D) version 2019.1+. The P4D 2013.3 and 2019.1 versions were major architectural overhauls requiring special upgrade procedures.  Once the P4D version is 2019.1 or later, future upgrades are standardized.</p>
</li>
<li>
<p>P4D Server is operating on Linux, on a a major version with plenty of support life left in it.  As of this writing, that would be RHEL/Rocky Linux 9, or Ubuntu 22.04.  RHEL/Rocky Linux 8 and Ubuntu 20.04 are actively supported as well, but with less runway available. For EOL dates of various Linux distros, see:</p>
<div class="ulist">
<ul>
<li>
<p><a href="https://access.redhat.com/product-life-cycles/">RHEL</a></p>
</li>
<li>
<p><a href="https://wiki.rockylinux.org/rocky/version/">Rocky</a></p>
</li>
<li>
<p><a href="https://ubuntu.com/about/release-cycle">Ubuntu</a></p>
</li>
<li>
<p><a href="https://www.suse.com/products/server/">SuSE</a></p>
</li>
<li>
<p><a href="https://endoflife.date">EOL dates for multiple distros</a></p>
</li>
</ul>
</div>
</li>
<li>
<p>Physical layer (server machines, storage subsystems, etc.) is as desired.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The above constitutes the desired <strong>End State</strong> a migration.</p>
</div>
<div class="paragraph">
<p>In public cloud environments, an optimal Helix Core server be deployed instantly in an optimal environment by using the <a href="https://www.perforce.com/blog/vcs/perforce-enhanced-studio-pack">Enhanced Studio Pack (ESP)</a>, an offering by Perforce Software available on Amazon and Azure marketplaces.</p>
</div>
<div class="sect3">
<h4 id="_optimal_storage_and_nfs">1.1.1. Optimal Storage and NFS</h4>
<div class="paragraph">
<p>This document doesn&#8217;t focus on hardware or storage components of the definition of optimal for Helix Core.  Using NFS isn&#8217;t part of the optimal definition.  At small scale, the cost and complexity introduced by NFS may not be worth the various benefits.  However, as the scale of data increases to and above tens of Terabytes, options involving more scalable filesystem solutions like NFS start making sense and may even be effectively required.  NFS can be used in on-prem and public cloud environments.</p>
</div>
<div class="paragraph">
<p>ESP installations do not use NFS, and thus would require adjustment to handle very large Helix Core data sets.</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_motivation">1.2. Motivation</h3>
<div class="sect3">
<h4 id="_global_topology_upgrades">1.2.1. Global Topology Upgrades</h4>
<div class="paragraph">
<p>This document is written to support projects commonly referred to as a <strong>global topology upgrade</strong>, sometimes part of an even larger <strong>infrastructure modernization</strong> effort. Such upgrades are commonly driven by desires to maintain performance, security, supportability, access to new product features, and in some cases to escape custom aspects of local infrastructure.</p>
</div>
<div class="paragraph">
<p>If <em>all</em> defined aspects of the desired End State are already met, you don&#8217;t need this document. Instead, use the standard upgrade procedure documented in the <a href="https://swarm.workshop.perforce.com/view/guest/perforce_software/sdp/main/doc/SDP_Guide.Unix.html#_upgrades">Upgrades section of the SDP Guide</a>.</p>
</div>
</div>
<div class="sect3">
<h4 id="_helix_remote_administration">1.2.2. Helix Remote Administration</h4>
<div class="paragraph">
<p>Another potential additional motivation is to get assistance for managing Helix Core servers, or perhaps to get out of that role entirely (perhaps due to departure of key personnel).  If there is interest in turning over the keys to your Perforce Helix servers, consider <a href="https://www.perforce.com/support/consulting/helix-remote-admin">the Helix Remote Administration program (HRA)</a>.</p>
</div>
<div class="paragraph">
<p>To be eligible for HRA, customers must be on an optimal environment. Signing up for the program commonly entails a process referred to as "HRA Onboarding," which essentially means doing a Migration Style Upgrade to an optimal environment, as outlined in this document.</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_migration_style_upgrades">1.3. Migration Style Upgrades</h3>
<div class="paragraph">
<p>This document focuses on the Migration-Style Upgrade strategy, as opposed to in situ (in place) upgrades.  In situ upgrades are preferred when your deployment environment is already optimal, as defined above in <a href="#_optimal_helix_core_operating_environment">Section 1.1, &#8220;Optimal Helix Core Operating Environment&#8221;</a>.  If <em>all</em> of the aspects are currently in the desired state, you don&#8217;t need this document. Instead, use the standard upgrade procedure documented in the <a href="https://swarm.workshop.perforce.com/view/guest/perforce_software/sdp/main/doc/SDP_Guide.Unix.html#_upgrades">Upgrades section of the SDP Guide</a>.</p>
</div>
<div class="paragraph">
<p>If the hardware, operating system, or P4D/SDP versions are not as desired, this guide is for you.  A Migration-Style Upgrade is great when you need to make a <em>big change</em> in the least disruptive way possible.  A key characteristic of a Migration-Style Upgrade is that your original server environment is largely left alone, with little or no change.</p>
</div>
<div class="paragraph">
<p>Typically the original environment remains available for some time after the upgrade, with the general idea that the old environment can eventually be decomissioned, archived, and/or simply deleted.</p>
</div>
</div>
<div class="sect2">
<h3 id="_big_blue_green_cutover">1.4. Big Blue Green Cutover</h3>
<div class="paragraph">
<p>In a Migration-Style Upgrade, a new set of server machines and supporting infrastructure (such as storage) is deployed that reflect the desired End State.  This set of servers is referred to as the Green servers or infrastructure.  The current, live production equipment is referred to as the Blue servers or infrastructure.</p>
</div>
<div class="paragraph">
<p>In preparation for an eventual cutover, Helix Core data is brought into the Green environment.  This is usually non-disruptive to users operating on the Blue (live production) environment.</p>
</div>
<div class="paragraph">
<p>The Green Environment operates for a time as a test environment, allowing opportunity to test various aspects of the new infrastructure before it becomes the production infrastructure.  Depending on risks and needs, testing can be cursory or extensive, lasting days or months.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
If your current method of operating Helix Core does not produce a regular <a href="https://www.perforce.com/manuals/p4sag/Content/P4SAG/backup-recovery-concepts.html">backup of checkpoints and versioned files</a>, a change to the Blue environment will be required to get at least some basic form of checkpoint process in place. This may involve disruptive operations that might need to be scheduled in a maintenance window before the Green environment can be setup initially.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>A Big Blue Green Cutover (BBGC) is planned with the eventual goal of cutting over from the entire Blue infrastructure to the Green infrastructure in one single maintenance window.  The <em>Big</em> in Big Blue Green Cutover indicates that a phased approach cutover is not an option.</p>
</div>
<div class="paragraph">
<p>In some types of projects, using a phased approach to migrations can mitigate risk. However, in this type of project, a phased cutover actually introduces more risk and complexity, because it requires operating bi-directionally across the Blue and Green infrastructures. In BBGC, there is a one-way, one-time migration from Blue to Green.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_migration_planning">2. Migration Planning</h2>
<div class="sectionbody">
<div class="sect2">
<h3 id="_define_start_state">2.1. Define Start State</h3>
<div class="paragraph">
<p>The starting environment can pretty much anything:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Any P4D version going back to 1995.</p>
</li>
<li>
<p>P4D server machine operating on Windows, UNIX, Mac OSX, Linux, or other platform.</p>
</li>
<li>
<p>Any legacy method of managing Helix Core:</p>
<div class="ulist">
<ul>
<li>
<p>An older version of SDP (prior to 2020.1).</p>
</li>
<li>
<p>Home-grown custom scripts.</p>
</li>
<li>
<p>Management scripts provided by a 3rd party such as ICManage.</p>
</li>
<li>
<p>The p4dctl service, possibly installed with the helix-p4d package installation.</p>
</li>
<li>
<p>Manual procedures.</p>
</li>
<li>
<p>No management whatsoever.</p>
</li>
</ul>
</div>
</li>
</ul>
</div>
</div>
<div class="sect2">
<h3 id="_take_inventory">2.2. Take Inventory</h3>
<div class="paragraph">
<p>At the outset of a Migration Style Upgrade, take stock of everything that comprises the Helix Core ecosystem.  The inventory should be comprehensive of everything that is part of your infrastructure, regardless of whether you intend for it to be affected by the current upgrade project. In the simplest case, inventory might consist of single server machine with a single p4d commit server.</p>
</div>
<div class="paragraph">
<p>Some items to include in the inventory are:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>All server machines involved in the ecosystem, including those running Helix Core software (such as p4d servers) as well as those not operating any Helix Core services but from which automation runs, such as build server farms.</p>
</li>
<li>
<p>All Helix Core software components, such as</p>
<div class="ulist">
<ul>
<li>
<p>Server products p4d/p4broker/p4p</p>
</li>
<li>
<p>p4broker p4p, Helix Swarm, P4DTG, Helix DAM, etc.</p>
</li>
</ul>
</div>
</li>
<li>
<p>Any customization done using Helix Core custom features:</p>
<div class="ulist">
<ul>
<li>
<p>Any custom Helix Core triggers.</p>
</li>
<li>
<p>Any custom Helix Core broker scripts.</p>
</li>
</ul>
</div>
</li>
<li>
<p>Any other custom automation.</p>
</li>
<li>
<p>Any systems integrations with 3rd party systems, such as issue/bug trackers, task and agile project management systems. If in doubt about whether a system is potentially affected by or involved in the upgrade, include it in the inventory for consideration.</p>
</li>
</ul>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
Triggers in Helix Core are a means of customizing and extending Helix Core behaviors.
</td>
</tr>
</table>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
If an ecosystem has production and non-production elements (such as a copy-of-production sandbox environment), those distinctions should be noted in the inventory. Such distinctions may effect whether the elements are in the scope of the effort, and when they are handled in the schedule.
</td>
</tr>
</table>
</div>
</div>
<div class="sect2">
<h3 id="_define_end_state">2.3. Define End State</h3>
<div class="paragraph">
<p>At a minimum, the desired <strong>End State</strong> of a Migration-Style Upgrade is as defined above in <a href="#_optimal_helix_core_operating_environment">Section 1.1, &#8220;Optimal Helix Core Operating Environment&#8221;</a>.  In addition to those aspects, you may choose to add other aspects to your desired <strong>End State</strong>, depending on the goals of your migration.  In the mindset of "While we&#8217;re at it," some common examples things added to the End State definition are:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Authentication and Single-Sign On (SSO): Enable a Single Sign On (SSO) solution using the <a href="https://github.com/perforce/helix-authentication-service/">Helix Authentication Service</a>.</p>
</li>
<li>
<p>Monitoring: Deploy monitoring with <a href="https://github.com/perforce/p4prometheus">P4Prometheus</a>.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Even if you are "pretty close" to the definition of optimal, say on Rocky Linux 8 but otherwise modern, the Migration-Style Upgrade is the preferred method of getting to the modern topology (on Rocky 9).  (If your environment is optimal in all other respects and <em>only</em> the P4D version is older, than you might consider an in situ upgrade).  Other options are not discussed in this document, because the Migration-Style Upgrade has significant benefits that often make it preferable even when other options are possible.</p>
</div>
<div class="paragraph">
<p>The specific starting environment will impact migration options and procedures, as will be called out in this document.</p>
</div>
<div class="paragraph">
<p>Some <em>big changes</em> that call for a Migration-Style Upgrade include:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Windows to Linux migration.  Those are discussed in the <a href="SDP_Win2Linux_Guide.html">SDP Windows to Linux Migration Guide</a>.</p>
</li>
<li>
<p>Upgrade of a major operating system version,  e.g. CentOS 7 &#8594; Rocky 8, RHEL 8 &#8594; RHEL 9, Ubuntu 20.04 &#8594; Ubuntu 22.04, or even a Linux family change, e.g. CentOS 7 &#8594; Ubuntu 22.04.</p>
</li>
<li>
<p>Upgrade of SDP from a version prior to 2020.1, where the <a href="https://swarm.workshop.perforce.com/view/guest/perforce_software/sdp/main/doc/SDP_Legacy_Upgrades.Unix.html">SDP Legacy Upgrades</a> applies, a well-documented but manual upgrade procedure.  That document is for in situ upgrades of SDP&#8201;&#8212;&#8201;this document avoids the in situ procedure entirely by using a Migration-Style Upgrade.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The primary scenario this document is focused on is a migration to a cloud provider, though only minor adaptations are needed if going to an on-premises environment. We lean toward a cloud environments for documentation purposes, because we can assume more, and define more, with a cloud as a target.  If your target environment is on-prem, there is a greater likelihood of local polices, practices, and perhaps even different teams within your organization that may be involved.</p>
</div>
</div>
<div class="sect2">
<h3 id="_define_project_scope">2.4. Define Project Scope</h3>
<div class="paragraph">
<p>Scoping the migration project starts with the inventory. Decide on a per-item basis whether that item in the inventtory is to be included in the migration, left alone, or perhaps decomissioned.  Pay attention to whether any software components are obsolete or have been sunset.</p>
</div>
<div class="paragraph">
<p>For example, if P4Web (a legacy server that was sunset in 2012) is part of your inventory in the Blue environment, you&#8217;ll want to plan to replace with its successor, Helix Swarm.</p>
</div>
<div class="paragraph">
<p>In addition to scoping based on inventory, the scope must take into account considerations mentioned in the End State, such as adding HA/DR, changing the authentication mechanism, etc.</p>
</div>
</div>
<div class="sect2">
<h3 id="_define_server_templates">2.5. Define Server Templates</h3>
<div class="paragraph">
<p>It is a good idea to define templates for server machines in some form.  You may require multiple templates depending on the classes of machine you will operate in the Green environment.  You will certainly have a Helix Core (p4d) server.  You may have a separate template for Helix Proxy server, and another for a Helix Swarm server, etc. A review the inventory of server machines can guide the list of server templates needed.</p>
</div>
<div class="paragraph">
<p>Some common forms of defining a server template are:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>A written language description (perhaps on a wiki page) that defines key characteristics such as server hardware specifics (RAM/CPU), storage system details, operating system, and the like.</p>
</li>
<li>
<p>A "golden image," a labeled virtual image in your preferred virtualization infrastructure.</p>
</li>
<li>
<p>A script of some kind that converts a base operating installation into one suitable for Helix Core.</p>
</li>
<li>
<p><a href="https://docs.aws.amazon.com/AWSCloudFormation/latest/UserGuide/Welcome.html">AWS CloudFormation Templates</a>.</p>
</li>
<li>
<p><a href="https://learn.microsoft.com/en-us/azure/azure-resource-manager/management/overview">Azure Resource Manager Templates</a>.</p>
</li>
<li>
<p><a href="https://developer.hashicorp.com/terraform/intro">Terraform</a>.</p>
</li>
<li>
<p>The Enhanced Studio Pack (ESP) from Perforce.  See <a href="#_enhanced_studio_pack">Section 2.5.1, &#8220;Enhanced Studio Pack&#8221;</a>.</p>
</li>
</ul>
</div>
<div class="sect3">
<h4 id="_enhanced_studio_pack">2.5.1. Enhanced Studio Pack</h4>
<div class="paragraph">
<p>The <a href="https://www.perforce.com/blog/vcs/perforce-enhanced-studio-pack">Enhanced Studio Pack (ESP)</a> should be considered if the target environment is Amazon or Azure.  ESP is not available for on-prem, and not presently available for other cloud environments.  Even in cases where ESP is available, it may not be the best choice.  Some cases where ESP is not optimal or would need adjustment afterward include:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>You have a corporate policy that dictates machines must be launched from internally produced baseline virtual machines images.  ESP is essentially a set of machine images, but of course not be based on any customer&#8217;s unique base images. (In some cases, an exception can be granted because ESP is reasonably well secured, using <a href="https://www.perforce.com/press-releases/support-rocky-linux-and-centos-alternatives">Security Enhanced Rocky Linux provided by Perforce OpenLogic</a>).</p>
</li>
<li>
<p>You plan to use advanced storage solutions like NFS.</p>
</li>
<li>
<p>Your <code>perforce</code> operating system user is defined in LDAP rather than being local.  (Note: We recommend using local accounts when you can for optimal reliability, but using an LDAP or NIS account is required when using NFS to ensure numeric user IDs align across a fleet of server machines).</p>
</li>
</ul>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_consider_client_upgrades">2.6. Consider Client Upgrades</h3>
<div class="paragraph">
<p>Generally speaking, for a global topology upgrade, it is a good idea to plan to upgrade Helix Core client software as well as server components.</p>
</div>
<div class="paragraph">
<p>Helix Core has a powerful feature that allows client and server software to be upgraded independently, so that upgrading the server does force an upgrade of all clients at the same time, and clients can upgrade ahead of the server version as well.</p>
</div>
<div class="paragraph">
<p>However, the greater the disparity between client and server versions, the greater the risk of issues due to version skew between clients and servers. Further, new clients are going to have the latest security features.  Lastly, certain product features and security benefits require clients to be upgraded.</p>
</div>
<div class="paragraph">
<p>Upgrading clients should be considered during a Migration Style Upgrade.  Typically Migration Style Upgrades are done infrequently compared to in situ upgrades, perhaps once every 3 to 6 years, and thus a good time to address client/server version skew.</p>
</div>
<div class="paragraph">
<p>The following should be considered:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>The <code>p4</code> command line client binary. Updating this may involve notifying users how to download it themselves, or may involve an admin updating the binary on a system used by others.</p>
</li>
<li>
<p>The P4V GUI client, which may be installed by individual users or provided by admins to users.</p>
</li>
<li>
<p>Any software built on any of the Helix Core APIs, such as the C&#43;&#43; API or any of the APIs derived from the C&#43;&#43; API such as P4Perl, P4Python, etc.  This may include 3rd party tools.  Such software will require recompiling with the new API version, and may possible require code changes and associated testing.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>If your environment has custom automation built with the C&#43;&#43; or derived APIs, updating such things will require specialized expertise. If the automation is from a third party, you may need to explore options for getting updated versions from the vendor to match the new Helix Core version, or information about whether an upgrade is needed.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
If updating clients becomes a complex endeavour, the risk calculus becomes a bit complex. Changing more complex things at once can increase risk, but so can allowing too much version skew. Think of excessive version skew, say 3+ years, as a form of technical debt: Sooner or later you&#8217;ll need to make a payment.
</td>
</tr>
</table>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
It you don&#8217;t have a good sense for what clients are connecting your Helix Core server, some server log analysis can work wonders.  There are various approaches, but the gist is that you can scan a series of p4d server logs, say for a week or so worth of operations, and determine what client programs are connecting to your Helix Core servers.
</td>
</tr>
</table>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_migration_preparation">3. Migration Preparation</h2>
<div class="sectionbody">
<div class="sect2">
<h3 id="_build_the_green_infrastructure">3.1. Build the Green Infrastructure.</h3>
<div class="paragraph">
<p>EDITME</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_sample_test_plan">4. Sample Test Plan</h2>
<div class="sectionbody">
<div class="paragraph">
<p>EDITME</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_sample_cutover_procedure">5. Sample Cutover Procedure</h2>
<div class="sectionbody">
<div class="paragraph">
<p>EDITME - Add content here.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_draft_notice_2">Appendix A: DRAFT NOTICE</h2>
<div class="sectionbody">
<div class="admonitionblock warning">
<table>
<tr>
<td class="icon">
<i class="fa icon-warning" title="Warning"></i>
</td>
<td class="content">
This document is in DRAFT status and should not be relied on yet.  It is a preview of a document to be completed in a future release.
</td>
</tr>
</table>
</div>
</div>
</div>
</div>
<div id="footer">
<div id="footer-text">
Version v2023.2<br>
Last updated 2024-02-29 19:39:38 -0500
</div>
</div>
</body>
</html>
# Change User Description Committed
#10 31193 Will Kreitzmann Regenerated docs for release.
#9 31074 C. Thomas Tyler Regenerated docs for release.
#8 30913 C. Thomas Tyler Regnerated docs for release.
#7 30385 C. Thomas Tyler Regnerated docs for release.
#6 30294 C. Thomas Tyler Updated docs for release.
#5 30177 C. Thomas Tyler SDP_Win2Linux_Guide...
#4 30172 C. Thomas Tyler DRAFT doc, work in progress.
#3 30152 C. Thomas Tyler Documentaion work-in-progress.
#2 30105 C. Thomas Tyler WIP.
#1 30102 C. Thomas Tyler Added early DRAFT docs for global topology upgrades.
Not yet ready for
review.