5 Upgrade

This chapter describes the process of upgrading from previous versions of Oracle WebCenter Collaboration to the current version.

To upgrade Oracle WebCenter Collaboration:

1. Review the supported upgrade paths. For details, see Section 5.1, "Upgrade Paths".

2. Follow the appropriate upgrade procedure for your existing version of Oracle WebCenter Collaboration.

5.1 Upgrade Paths

This section describes the paths that are available to upgrade to Oracle WebCenter Collaboration 10.3.

Note: All upgrade paths are between two systems of the same operating system brand, but not necessarily the same operating system version. Check current hardware and software requirements and make any required upgrades to operating system or database software prior to proceeding with the Oracle WebCenter Collaboration upgrade.

Upgrade Path	Upgrade References
Collaboration 4.2, 4.2 MP1 to Oracle WebCenter Collaboration 10.3 Collaboration 4.1, 4.1 SP1, 4.1 SP2 to Oracle WebCenter Collaboration 10.3 Collaboration 4.0.2 to Oracle WebCenter Collaboration 10.3	Follow the procedure described in Section 5.2, "Upgrading from Collaboration 4.x to Oracle WebCenter Collaboration 10.3".
Collaboration Server 3.x to Oracle WebCenter Collaboration 10.3	Follow the procedure described in Section 5.3, "Upgrading from Collaboration Server 3.x to Oracle WebCenter Collaboration 10.3".
Collaboration Server 2.x to Oracle WebCenter Collaboration 10.3	Follow the procedure described in Section 5.4, "Upgrading from Collaboration Server 2.x to Oracle WebCenter Collaboration 10.3".

5.2 Upgrading from Collaboration 4.x to Oracle WebCenter Collaboration 10.3

This section describes how to upgrade from Collaboration 4.x to Oracle WebCenter Collaboration 10.3.

To upgrade from Collaboration 4.x to Oracle WebCenter Collaboration 10.3:

1. (Linux/UNIX only) Grant group and user access to Oracle Inventory directories. For details, see Section 5.5, "Granting User and Group Access Rights to Oracle Inventory Directories"

2. Run the Oracle WebCenter Collaboration installer. For details, see Section 5.6, "Running the Installer During Upgrade".

3. Upgrade the portal and Oracle WebCenter Collaboration databases. Run the Oracle WebCenter Collaboration database upgrade script appropriate for your previous version of Oracle WebCenter Collaboration. For details, see Section 5.7, "Upgrading the Portal and Oracle WebCenter Collaboration Databases".

4. Import the Oracle WebCenter Collaboration migration package. For details, see Section 4.8.2, "Starting the Oracle WebCenter Collaboration Services".

5. (Image Service on IIS only) Configure the Image Service to work with the Notification Service. For details, see Section 4.8, "Starting and Verifying the Installation".

6. Start Oracle WebCenter Collaboration and verify the installation. For details, see Section 4.8, "Starting and Verifying the Installation".

7. Rebuild the Oracle WebCenter Collaboration search collection. For details, see Section 5.8, "Rebuilding the Oracle WebCenter Collaboration Search Collection".

5.3 Upgrading from Collaboration Server 3.x to Oracle WebCenter Collaboration 10.3

This section describes how to upgrade from Collaboration Server 3.x to Oracle WebCenter Collaboration 10.3.

If you are currently running Collaboration Server 3.x, you must first upgrade to Collaboration Server 4.0.2. Refer to the Installation Guide for Plumtree Collaboration Server 4.0.2 for information on this upgrade path.

After upgrading to Collaboration Server 4.0.2, upgrade to Oracle WebCenter Collaboration 10.3 according to the instructions described in Section 5.2, "Upgrading from Collaboration 4.x to Oracle WebCenter Collaboration 10.3".

5.4 Upgrading from Collaboration Server 2.x to Oracle WebCenter Collaboration 10.3

This section describes how to upgrade from Collaboration Server 2.x to Oracle WebCenter Collaboration 10.3.

If you are currently running Collaboration Server version 2.x, you must first upgrade to Collaboration Server 3.0.2. Refer to the Installation Guide for Plumtree Collaboration Server 3.0 for information on this upgrade path.

After upgrading to Collaboration Server 3.0.2, you must upgrade to Collaboration Server 4.0.2. Refer to the Installation Guide for Plumtree Collaboration Server 4.0.2 for information on this upgrade path.

After upgrading to Collaboration Server 4.0.2, upgrade to Oracle WebCenter Collaboration 10.3 according to the instructions described in Section 5.2, "Upgrading from Collaboration 4.x to Oracle WebCenter Collaboration 10.3".

Note: UNIX/Linux users - Collaboration 3.x was released only on Windows. The installation of 3.0.2 must take place on a Windows machine.

5.5 Granting User and Group Access Rights to Oracle Inventory Directories

(Linux/UNIX only) Oracle Inventory contains files that provide the Oracle Universal Installer with the locations of the ORACLE_HOME directories on a particular machine. For Oracle Inventory to function properly, the user that installs Oracle WebCenter Collaboration must have access rights to the directories that contain Oracle Inventory's files. This section describes how to run the ouais.sh shell script, which sets user and group access rights for these directories.

Note: You do not need to perform this procedure if you are installing Oracle WebCenter Collaboration on Windows. If you are installing Oracle WebCenter Collaboration on Linux or UNIX operating systems, you do not need to perform this procedure if, as the same user that is installing Oracle WebCenter Collaboration, you have already installed at least one of the following products on the same machine on which you are installing Oracle WebCenter Collaboration: Oracle WebCenter Interaction 10.3 Oracle WebCenter Ensemble 10.3 Oracle WebCenter Analytics 10.3 Oracle WSRP Consumer 10.3 Oracle WebCenter Interaction Identity Service for LDAP 10.3 Oracle WebCenter Content Service for Documentum 10.3

To grant user and group access rights to Oracle Inventory directories:

1. Log in to the remote server host computer as the root user.

2. Copy the ouais.sh script to the machine onto which you will be installing Oracle WebCenter Collaboration.

   This script is located in the same location as the Oracle WebCenter Collaboration installer file.

3. Change the current directory (cd) be the directory to which you copied the ouais.sh script.

4. Run the ouais.sh shell script.

   As arguments to the script, specify the user and group that will be running the Oracle WebCenter Collaboration installer. For example, you would use the following command to run the ouais.sh script from the root shell:

   ./ouais.sh -u <oracleuser> -g <oraclegroup>

   The ouais.sh script creates the Oracle Inventory directory if it did not exist before you ran the script. Additionally, the script grants user and group ownership to the directories that contain the files that are used by Oracle Inventory.

5.6 Running the Installer During Upgrade

To run the installer during upgrade:

1. Back up the portal and Oracle WebCenter Collaboration databases. This allows you to recover your data if there is a problem during installation. For more information, see your database documentation.

2. Stop Oracle WebCenter Collaboration.

3. If you have an existing Notification Service from your previous installation of Oracle WebCenter Collaboration, disable or uninstall it. The Notification Service that was previously included in the Oracle WebCenter Collaboration installer has been replaced by the Notification Service and is included in the Oracle WebCenter Interaction installer. The Oracle WebCenter Notification Service is a required component of Oracle WebCenter Interaction and should be installed and configured as part of your Oracle WebCenter Interaction installation.

4. Stop the Search Server, Automation Service, and Document Repository Service.

5. Back up the Document Repository directory on the file system. By default, this directory is located in:

   • (UNIX/Linux) /opt/bea/alui/ptdr/documents/PTCollab

   • (Windows) C:\bea\alui\ptdr\documents\PTCollab

6. Clear the Embedded Servlet Engine's work directory. This allows you to recover your data if there is a problem during installation. By default, this directory is located in:

   • (UNIX/Linux) /opt/bea/alui/common/container/tomcat/<version>/work

   • (Windows) C:\bea\alui\common\container\tomcat\<version>\work

7. Copy the installer file to the directory where you installed the previous version of Oracle WebCenter Collaboration. This allows the installer to use the silent properties file created by previous installations. For more information on using the silent properties file, see Appendix B, "Silent Properties File."

   If you want to install to a new location or do not want to use the silent properties file, you can launch the installer from any location on the Oracle WebCenter Collaboration host machine.

8. Install the Oracle WebCenter Collaboration components as described in Section 4.3, "Installing the Oracle WebCenter Collaboration Components."

9. (Windows only) When the installer prompts you, reboot the machine. If you do not reboot, certain PATH environment variable changes might not take effect, and you will get errors when you try to deploy and start the applications.

5.7 Upgrading the Portal and Oracle WebCenter Collaboration Databases

This section describes how to upgrade the portal and Oracle WebCenter Collaboration databases.

Note: If you are upgrading Oracle from 10.1.x to 10.2.x or SQL Server from 2000 to 2005, you should perform the Oracle or SQL Server upgrade before upgrading the databases.

Run the upgrade scripts appropriate to your database vendor. The upgrade scripts are located in:

Microsoft SQL Server:

• install_dir\ptcollab\10.3.0\sql\mssql\

Oracle:

• install_dir/ptcollab/10.3.0/sql/oracle/unix/

• install_dir\ptcollab\10.3.0\sql\oracle\windows\

Follow the database upgrade instructions appropriate to your previous version of Oracle WebCenter Collaboration as described in the following table:

Upgrade Path	Database Upgrade Instructions
4.2 MP1 to 10.3 4.2 to 10.3	As the Oracle WebCenter Collaboration database user, run the following script on the Oracle WebCenter Collaboration database: collaboration-server-4.2.0-to-10.3.0-upgrade.sql
4.1 SP2 to 10.3	As the Oracle WebCenter Collaboration database user, run the following scripts in sequential order on the Oracle WebCenter Collaboration database: collaboration-server-4.1.2-to-4.2.0-upgrade.sql collaboration-server-4.2.0-to-10.3.0-upgrade.sql As the portal database user, run the following script on the portal database: portal-collaboration-server-upgrade.sql
4.1 SP1 to 10.3 4.1 to 10.3	As the Oracle WebCenter Collaboration database user, run the following scripts in sequential order on the Oracle WebCenter Collaboration database: collaboration-server-4.1.1-to-4.1.2-upgrade.sql collaboration-server-4.1.2-to-4.2.0-upgrade.sql collaboration-server-4.2.0-to-10.3.0-upgrade.sql As the portal database user, run the following script on the portal database: portal-collaboration-server-upgrade.sql
4.0.2 to 10.3	As the Oracle WebCenter Collaboration database user, run the following scripts in sequential order on the Oracle WebCenter Collaboration database: collaboration-server-4.0.2-to-4.1.1-upgrade.sql collaboration-server-4.1.1-to-4.1.2-upgrade.sql collaboration-server-4.1.2-to-4.2.0-upgrade.sql collaboration-server-4.2.0-to-10.3.0-upgrade.sql As the portal database user, run the following script on the portal database: portal-collaboration-server-upgrade.sql

5.8 Rebuilding the Oracle WebCenter Collaboration Search Collection

This section describes how to rebuild the Oracle WebCenter Collaboration search collection.

To rebuild the Oracle WebCenter Collaboration search collection:

1. Log on to the portal as a portal administrator.

2. Click Administration.

3. Choose the Collaboration Administration utility.

4. Click Search Service.

5. Click Rebuild Search Collection.

6. Click OK.