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Add a v3 migration page #3889

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d99087a
Add a v3 migration page
skurnevich Sep 25, 2024
cdeff39
Minor fixes, jwtAutoconfiguration details
skurnevich Sep 26, 2024
a41735c
Minor change in the pre-req around z/OSMF
balhar-jakub Sep 27, 2024
e5276c1
Fixing the line breaks for the build to pass
skurnevich Sep 27, 2024
3b4e4f0
minor langugage refactor
janan07 Sep 27, 2024
a182729
Merge branch 'master' into feature/v3-migration
janan07 Sep 27, 2024
f07f348
Merge branch 'master' into feature/v3-migration
skurnevich Oct 1, 2024
d4f7827
Prereq Updates
1000TurquoisePogs Oct 1, 2024
3d18fa9
Merge pull request #3900 from zowe/fix/v3/prereq-migrate
skurnevich Oct 1, 2024
531c4bc
Adding a workspace note
skurnevich Oct 1, 2024
baae293
Put v2 upgrade instructions at top of v3 migrate guide
1000TurquoisePogs Oct 1, 2024
2378acc
Add System Changes section to migrate guide
1000TurquoisePogs Oct 1, 2024
432f19b
Merge pull request #3902 from zowe/doc/v3/v2-old-upgrade
skurnevich Oct 2, 2024
4dc18b5
Merge pull request #3903 from zowe/doc/v3/migrate-system-changes
skurnevich Oct 2, 2024
03b6152
merged removed components details into network changes table, minor f…
skurnevich Oct 2, 2024
9449d52
fix a typo
skurnevich Oct 2, 2024
116fab0
Update zowe-v3-migration.md
1000TurquoisePogs Oct 2, 2024
1205672
Update zowe-v3-migration.md
1000TurquoisePogs Oct 2, 2024
051f0fc
Merge pull request #3913 from zowe/feature/v3-v1-migration
skurnevich Oct 3, 2024
982d9e1
Revert cloud gateway details
skurnevich Oct 3, 2024
b847036
Move v1 migration section, added a link to v1 migration page
skurnevich Oct 3, 2024
4764c13
create dropdowns for migrating from previous versions
janan07 Oct 3, 2024
a7de88a
minor language refactoring
janan07 Oct 4, 2024
12c3276
Merge branch 'master' into feature/v3-migration
janan07 Oct 4, 2024
3d90efe
Add sidebars location
skurnevich Oct 4, 2024
a4d136e
Fix the details tag for the build
skurnevich Oct 4, 2024
0c4fc9d
Merge branch 'master' into feature/v3-migration
janan07 Oct 4, 2024
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172 changes: 172 additions & 0 deletions docs/whats-new/zowe-v3-migration.md
Original file line number Diff line number Diff line change
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# Zowe V3 Migration Guide

This guide outlines the steps and changes required to migrate from Zowe v2 to Zowe v3. While the migration process is similar to a Zowe v2 minor release upgrade, there are several new and updated configuration parameters to consider. The workspace directory should be re-created only if you are using the app-server component.
Follow the steps described in this article to ensure a smooth migration.


## Upgrading to the latest version of Zowe v2 (v2.18)

Before upgrading to Zowe v3.0.0, first upgrade to Zowe v2.18, as the rest of the migration instructions are based upon Zowe v2.18.
Please follow the instructions from the version of Zowe you have and newer in order to prepare to upgrade from Zowe v2 to v3.0.0.

### Migrating from Zowe v2.16.0 or Lower

If you are migrating from Zowe **v2.16.0** or a lower version, perform the following tasks:

1) Ensure the following `zowe.network` section is added to your configuration:

```yaml
network:
server:
tls:
attls: false
# TLS settings only apply when attls=false
# Else you must use AT-TLS configuration for TLS customization.
minTls: "TLSv1.2"
maxTls: "TLSv1.3"
client:
tls:
attls: false
```

2) Update your PROCLIB entries for Zowe, as enhancements and default parameters have changed throughout Zowe v2.
This can be performed with the unix command `zwe init stc`, by running the job ZWEISTC, or by copying the SZWESAMP members ZWESLSTC, ZWESISTC, and ZWESASTC into your desired PROCLIB.


### Migrating from Zowe v2.15.0 or Lower


If you are migrating from Zowe **v2.15.0** or a lower version, ensure that Zowe configurations using keyrings do not have the section `zowe.certificate.pem`.
This section is no longer needed and can cause startup error in newer versions of Zowe.

### Migrating from Zowe v2.10.0 or Lower

If you are migrating from Zowe **v2.10.0** or a lower version, consider taking advantage of the new **sysMessages** feature.

The `zowe.sysMessages` is a new array that allows you to select messages that, when found by the launcher, will be duplicated into the system's log.

### Migrating from Zowe v2.9.0 or Lower

If you are migrating from Zowe **v2.9.0** or a lower version, it is recommended to delete the `<zowe.workspaceDirectory>/app-server/plugins` directory so that it can be regenerated on the next run of Zowe.
In this version and prior there were old and no longer used Application Framework plugins and references to them will complicate logs with harmless errors.

### Migrating from Zowe v2.3.0 or Lower

If you are running Zowe **v2.3.0** or a lower version, a **clean install** of Zowe v3 is highly recommended to avoid potential issues during the migration process.


## V3 Prerequisite Changes

Before starting the migration, ensure the following system requirements are met:

- **z/OSMF**
Version V2R5 with APAR PH12143 or V3R1 is required. JWT support for z/OSMF must be enabled, [as seen in their documentation.](https://www.ibm.com/docs/en/zos/3.1.0?topic=configurations-enabling-json-web-token-support)
- **Java**
Java 17 is required. The Zowe YAML parameter `java.home` value should be a **Java 17** home location. If an administrator uses `zwe init` to set up Zowe, ensure the `java` for that user is v17 by including it in the `PATH` environment variable.
- **Node.js**
The Zowe YAML parameter `node.home` value should be a **Node.js 18 or 20** home location, as Node 16 and below are no longer supported.


## System and Security Changes

- Existing SAF settings for Zowe do not need to be changed for v3, so install steps such as `zwe init security`, the job or workflow ZWESECUR, and the jobs ZWEIRAC, ZWEITSS, and ZWEIACF are not required to be re-run.

- Existing keyrings and keystores do not need to be changed for v3, so install steps such as `zwe init certificate`, the job or workflow ZWEKRING or jobs starting with ZWEIKR* are not required to be re-run.

- The following network changes are needed for added or removed servers:

| Component name | Change | Default Port | Default Jobname | Details |
|----------------|--------|--------------|-----------------|---------|
| zaas | Added | 7558 | ZWE1AZ | This component is responsible for authentication and is now required when using the API Mediation Layer |
| metrics-service | Removed | 7551 | ZWE1MS | This service has been deprecated and removed. Currently, no replacement is available. The Open Telemetry standard will be implemented later, which will serve as a replacement |
| jobs-api | Removed | 7558 | ZWE1EJ | This component was deprecated in Zowe v2 and is now removed. Ensure that you switch to using equivalent z/OSMF endpoints |
| files-api | Removed | 7559 | ZWE1EF | This component was deprecated in Zowe v2 and is now removed. Ensure that you switch to using equivalent z/OSMF endpoints |
| cloud-gateway | Removed | 7563 | ZWE1CG | The cloud-gateway has replaced the main gateway component in v3 and is now accessible on 7554 as ZWE1AG |
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this detail about cloud-gateway replaces gateway yet takes on the same name and port as gateway is perhaps too much technical information for users - I shared this document with users and they didn't know what it meant.

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Then we should just mention that it is removed here

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Reverted it to the previous phrase "The cloud-gateway has been removed as a standalone component and merged into the gateway", looks ok?



## Configuration changes

Review the following changes to configuration and updated configuration parameters.

### New Configuration

**components.zaas**
Previously part of the `components.gateway` component, zaas in Zowe v3 is a separate component responsible for authentication.
If you do not explicitly configure this section, zaas will still be enabled by default and will use **port 7558**.

```yaml
components:
zaas:
enabled: true
port: 7558
debug: false
```

### Updated Configuration Parameters
---

#### Keyrings

If you are using keyrings, verify that Zowe YAML references to `safkeyring` uses 2 slashes, not 4, such as `safkeyring://` instead of `safkeyring:////`.

#### Gateway z/OSMF service configuration

The service ID for gateway zosmf has changed to **ibmzosmf**. <br/>
Set `jwtAutoconfiguration` to **jwt** (default) or **ltpa**. Note that **auto** is no longer supported.<br/>
If you are using zosmf as your auth service, ensure that you update this z/OSMF service configuration.

```yaml
components:
gateway:
apiml:
security:
auth:
zosmf:
jwtAutoconfiguration: jwt
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serviceId: ibmzosmf
```

#### Caching Service

The Caching service now defaults to **Infinispan** mode instead of **VSAM**.
While **VSAM** is still supported, this storage method is being deprecated and is not recommended.
A new parameter for the key exchange port has been added to the default configuraion.

```yaml
components:
caching-service:
storage:
mode: infinispan
infinispan:
jgroups:
port: 7600
keyExchange:
port: 7601
```
#### ZSS Server

The ZSS server now runs in **64-bit** mode by default.

```yaml
components:
zss:
agent:
64bit: true
```

### Deprecated Settings:

The following configuration parameters have been deprecated in Zowe v3. Ensure that these parameters are removed from your configuration.

**zowe.useConfigmgr**
The parameter `zowe.useConfigmgr=false` is no longer supported.

**components.gateway.server.internal**
The internal gateway server has been removed due to limited usage.

```yaml
components:
gateway:
server:
internal:
```
1 change: 1 addition & 0 deletions sidebars.js
Original file line number Diff line number Diff line change
Expand Up @@ -39,6 +39,7 @@ module.exports = {
"whats-new/zowe-v3-office-hours",
"whats-new/zowe-v3-conformance-criteria",
"whats-new/zowe-v3-frequently-asked-questions",
"whats-new/zowe-v3-migration",
],
},
],
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