Enterprise Administration

> File Vaulting and Replication

Vault Migration to Amazon S3

This section explains how to migrate an existing file-based vault to Amazon S3. For information on how to set up Amazon S3 cloud
configuration, see the topic Configuring Windchill File Vaults to use Amazon S3. The following workflow illustrates how to migrate a single
vault at a time. This process is applicable for all types of vaults that are Master, Replica, or Cache vault and for vaults at master as well as file
server site. This process only works for a vault only if the Automatic folder creation flag is set to true.

The process of migrating a vault is split into four top level steps as illustrated above. All these steps have been provided with examples. For
ease of explaining the migration process, the following procedure is based on a sample scenario where defaultuploadrootfolder is the
RootFolder name and the mount paths as:

Prepare system for migration

Perform the following steps to complete the preparatory work like such as performing re-vaulting, synchronizing, removing unreferenced
files, and mark Root Folder read- only.
1. Run re-vaulting schedule for Vault, if vault is Master vault.
2. Cancel and disable content replication schedules for Vault, if vault is Replica vault.
3. Using a JMX client such as JConsole, perform the CacheVaultSynchronizer MBean sysForceSync operation.
4. Perform Remove Unreferenced Files and Define Content Cleanup Rules > Run cleanup now operations for Vault, so that only valid
content is migrated to Amazon S3.
5. If you want to retain the content as is while moving to Vault, then create a new RootFolder and mount it on Amazon S3. For more
information, see the topic Configuring Windchill File Vaults to use Amazon S3.
6. Run the following command to set your vault as Automatic Folder Creation.
windchill wt.fv.tools.FolderToRootFolderConverter
7. Set the file based RootFolders that you plan to migrate, as READ_ONLY from the vault configuration user interface. This ensures that no
new content is uploaded to file based RootFolders, while its contents are migrated.

Copy content from source system.

Perform the following steps to copy content from source system to target system, for example, copy content from file system to the target
Amazon S3 system.

Copy the directory structure corresponding to RootFolders on the file system to Amazon S3.
• If you want to copy the RootFolder content on EC2 instance, use the Amazon Command Line tool (awscli). For example,
aws s3 cp C:\PTC\Windchill\vaults\defaultuploadvault

s3://Testbucket/defaultuploadvault-–recursive

Specify the encryption options from the following while copying the directory structure.
◦ Option ‘--sse’ encrypts the content using AES256.
◦ Option ‘--sse amws:kms’ uses default AWS KMS Key ID for encryption.
◦ Option ‘--sse aws:kms --sse-kms-key-id <keyid>’ use specified Keyid for encryption.
For more details on Amazon Command Line tool, see https://aws.amazon.com/getting-started/tutorials/backup-to-s3-cli/ and
http://docs.aws.amazon.com/cli/latest/reference/s3/cp.html.
• If you want to copy the vault content from on premise, you can use Amazon Snowball. For more information, refer to the topic Transferring
Data to Amazon Web Service S3 using Amazon Snowball for more details.

Validate the copied content

This step is required to make sure the previous step of copying content was successful and accurate.
   Before validating the copied content, configure Amazon S3 cloud service by running the following command in the Windchill
shell:windchill com.ptc.windchill.objectstorage.amazons3.tools.S3ConfigurationTool configure -u <username> -p
<password>

1. Run the data validation utility, DataMigrationVerificationTool, to assert the copied contents on Amazon S3. This tool allows you to
compare contents of existing vault to file structure on Amazon S3. You can run the tool on master Windchill and also for remote
installations. Run the following at the Windchill shell:
windchill wt.fv.tools.datamigration.DataMigrationVerificationTool validateMigratedData -r <srcRootFolderName> -t <targetMountType> -m <targetMountPath> -u <userNa
For help, run the tool with -h parameter. Following are the optional parameters:-f <srcSubFolderName>-s <skipSizeValidation>-h
<Help>
2. On execution, the tool provides the location at which the report is saved. In this report, you can view a list of all the missing files or
information about file size mismatch for each folder. The report always gets generated on master installation. You can choose to run
validation, if the whole root folder or only selected sub-folder by specifying --rootFolderName or --folderName. You can skip performing
file size validation, by adding --skipSizeValidation.
For examples:
◦ To validate all data in root folder named defaultuploadrootfolder:
windchill wt.fv.tools.datamigration.DataMigrationVerificationTool validateMigratedData -r defaultuploadrootfolder -t amazonS3 -m Testbucket/defaultuploadvault

Update mount

  Before updating mount, configure Amazon S3 cloud service by running the following command in the Windchill shell:windchill
com.ptc.windchill.objectstorage.amazons3.tools.S3ConfigurationTool configure -u <username> -p <password>

When the mounts are updated, the system starts using the content in target system. Perform the following steps to update mounts:
1. Run the following command from Windchill shell to change the mount type and mount path for all the RootFolders:
windchill wt.fv.tools.datamigration.MountMigrationTool migrate -r <rootFolderName> -t <newMountType> -m <newMountPath> -u <userName> -p <password>
For help, run the tool with -h parameter. Following are the optional parameters:-v <verbose>-h <Help>
For example:
windchill wt.fv.tools.datamigration.MountMigrationTool migrate -r defaultuploadrootfolder -t amazonS3 -m Testbucket/defaultuploadvault -u <username> -p <password>
Alternatively, you can unmount the Root folder and mount it for Amazon S3 from Vault Configuration user interface. But while performing
these operations from user interface, end users may not access content in RootFolder.
2. Remove the RootFolders READ_ONLY flag from vault configuration user interface. The newly created RootFolder in the Prepare system
for migration section may contain files which are not required to move out of the RootFolder as part of this vault migration process.
3. After vault migration process, re-establish the re-vaulting and content replication schedules, and configure the property
wt.fv.faultTolerantVaultsAutoRestore.

Summary of Commands

windchill wt.fv.tools.FolderToRootFolderConverter

aws s3 cp C:\PTC\Windchill\vaults\defaultuploadvault s3://Testbucket/defaultuploadvault –recursive

snowball.bat start -i <ip address> -u <unlock code> -m <manifest file path>

snowball.bat ls

snowball.bat test -r <vault mount path on host machine>

snowball.bat mkdir s3://<bucketname>/<vaultname>

snowball.bat cp -r <path to vault> s3://<bucketname>/<vaultname>

snowball.bat validate <path on Amazon Snowball>

snowball.bat stop

windchill com.ptc.windchill.objectstorage.amazons3.tools.S3ConfigurationTool configure -u <username> -p <password>

windchill wt.fv.tools.datamigration.DataMigrationVerificationTool validateMigratedData -r <srcRootFolderName> -t <targetMountType> -m <targetMountPath> -u <userName>