3 Preparing to Upgrade

This chapter discusses steps you perform before starting the upgrade depending on your configuration and the version you have installed. It includes the following sections:

Preparing to Upgrade from Oracle Collaboration Suite Release 1 (9.0.3.1)
Preparing to Upgrade from Oracle Collaboration Suite Release 2 (9.0.4.2)

3.1 Preparing to Upgrade from Oracle Collaboration Suite Release 1 (9.0.3.1)

Perform the steps in this section if you are upgrading from Oracle Collaboration Suite Release 1 (9.0.3.1).

3.1.1 Applying the Oracle9iAS Portal 9.0.2.3 Patch to the Release 1 (9.0.3.1) Middle Tier

The Oracle9iAS Portal 9.0.2.3 patch is required if you are upgrading from Oracle Collaboration Suite Release 1 (9.0.3.1).

Oracle Collaboration Suite Release 1 (9.0.3.1) corresponds to Oracle9iAS Portal 9.0.2. This release requires applying patches to the:

Oracle9iAS Portal schema in the Oracle9iAS Metadata Repository database.
Oracle Collaboration Suite Release 1 (9.0.3.1) middle tier installation. The patch copies files (portal.ear, ptlshare.jar, jpdk.ear and other files) to the appropriate locations in the middle tier Oracle home directory.

You use the Oracle Universal Installer packaged with the patch set to install the patch.

3.1.1.1 Preinstallation Steps

To prepare for installing the patch:

Log in to the system running the Oracle Collaboration Suite middle tier as the same user who installed Oracle Collaboration Suite. Make sure the ORACLE_HOME environment variable is set to the Oracle Collaboration Suite middle tier installation.
Shut down all existing Oracle9iAS processes and instances and all other processes running in or against the Oracle home where this patch is to be installed. See Chapter 8 for instructions.
Back up your Oracle9iAS Metadata Repository database. To help you recover from any errors that may occur while applying this patch, Oracle recommends that you perform a database backup of your Oracle9iAS Portal schema. The only way to undo the changes is to restore from your backup.
Back up the middle tier Oracle home where you are applying the patch.
On the system running Oracle Internet Directory, enter the following command to retrieve the Oracle9iAS Portal password from Oracle Internet Directory:
```
ORACLE_HOME/bin/ldapsearch -h oidhost -p oidport -D "cn=orcladmin" -w oiduser_password
-b "cn=IAS Infrastructure Databases,cn=IAS,cn=Products,cn=OracleContext"
 -s sub "orclResourceName=portal" orclpasswordattribute
```
where
- oidhost is the name of the system running Oracle Internet Directory
- oidport is the port where Oracle Internet Directory is running
- oiduser_password is the password for the Oracle Internet Directory administrative user
Make sure that a TNS connect string for the Oracle9iAS Metadata Repository database is defined in tnsnames.ora. If not, create it by running the netca tool. See Section 9.5.1 for instructions.

The patch installation requires the TNS string.

3.1.1.2 Installing the Oracle9iAS Portal Release 2 (9.0.2.3) Patch

To install the patch:

Locate the patch on the Supplemental DVD under .

Unpack the patch zip file. It will create a directory with the name:
```
portal_patch9023unix
```
Start the installer packaged with this patch set by entering the following commands:
```
cd portal_patch9023unix/Disk1/install/solaris/
./runInstaller
```
Provide the file locations when prompted. In the Source field, select the products.jar file from the directory where you unpacked the patch zip file.
```
portal_patch9023unix/Disk1/Stage/products.jar
```
In the Destination field, select your Oracle Collaboration Suite Release 1 (9.0.3.1) middle tier installation.
Click Next. From the Available Products screen, select the option Oracle Portal Patch Set 9.0.2.3.0.
Click Next. Answer the remaining questions asked by the installer to install the patch such as the Oracle9iAS Portal password and the TNS connect string.

3.1.1.3 Postinstallation Information

Following the patch installation, you should be aware of the following items:

The installer restarts your Oracle HTTP Server after the patch application completes. If it is still down, restart it manually. See Section 8.1.1 for instructions.
The log file, patch.log, is located at .
There is no automatic mechanism for deinstalling the patch set. To undo the patch, restore the middle tier ORACLE_HOME from your backup. Restore the database containing Oracle9iAS Metadata Repository from your database backup.
If your 9.0.2 web.xml file contains a non-default value for the cacheDir variable, the value is lost after upgrading to 9.0.2.3. The workaround is to rewrite the cacheDir entry manually, ensuring the entry has an absolute path.

3.2 Preparing to Upgrade from Oracle Collaboration Suite Release 2 (9.0.4.2)

Perform the steps to upgrade Oracle9iAS Portal 9.0.2 to Oracle9iAS Portal 9.0.2.6 if both of the following conditions apply to your environment:

A Release 2 (9.0.4.2) middle tier configured with Oracle9iAS Portal
A single Oracle9iAS Metadata Repository used by both Oracle Internet Directory and your middle tier applications

Upgrading Oracle9iAS Portal guarantees that the Oracle9iAS Portal continues to working throughout the upgrade process. To upgrade the existing Oracle9iAS Portal 9.0.2 to Oracle9iAS Portal 9.02.6, apply the appropriate patches before starting the rest of the upgrade. See Chapter 10 for instructions on applying the patches.

This upgrade is optional, but if you choose not to perform it, the Oracle9iAS Portal may not function correctly after the Oracle9iAS Infrastructure upgrade until the entire upgrade process is complete.