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Installing Maintenance Updates and Service Packs

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Downloading and Applying Patches

This section includes the following topics:

 


Choosing a Target Installation

To specify which product installation you want to update with Smart Update, you must open the Target Installation panel, shown in Figure 3-1, and highlight the appropriate entry in the list of BEA product installations displayed there. This list identifies the product installations detected by the machine on which Smart Update was started. It includes all BEA Home directories that are detected, and all BEA product installations in each directory. The product installation that is currently selected in this list is referred to as the target installation.

Figure 3-1 Target Installation Panel

Target Installation Panel


 

The subsequent operations you can perform with Smart Update are specific to the installation you have selected as the target installation. For example:

Maintenance updates that you apply to one target installation are not applied to any other installation listed in this panel. For example, if you have duplicate installations of a BEA product, either in the same BEA Home directory or in a different BEA Home directory, you can apply maintenance to only one of those installations at a time. (Note that having multiple BEA Home directories on a machine is generally not recommended.)

When selecting a target installation, keep in mind the following information:

 


Downloading Private Patches

To download a private patch or patch set from BEA Customer Support, complete the following steps:

  1. Make sure you are logged in to BEA Customer Support.
  2. In the Target Installation panel of the main Smart Update window, select a target installation.
  3. Select the Get Patches tab.
  4. Choose the Patches—> Retrieve Private... menu option. The View Private Patch dialog box is displayed.
  5. In the View Private Patch dialog box, enter the identifier and passcode for the private patch or patch set.
  6. The identifier and passcode for private patches are available from BEA Customer Support.

  7. Click Download.

You are prompted to indicate whether you want to check for patch conflicts before downloading the patch. A patch conflict is a validation problem that Smart Update has detected between the patch you have selected to download, apply, or remove and the other patches that have been applied to the target installation. Checking for conflicts before downloading a private patch or patch set is unnecessary unless specifically recommended by BEA Customer Support.

Details about private patches are available in the Downloaded Patches panel. Note that no distinction is made, in the Downloaded Patches panel, between private and publicly available patches.

Related Topics

 


Downloading Publicly Available Patches

When you are logged in to BEA Customer Support, you can download publicly available patches. To download one or more publicly available patches, complete the following procedure:

  1. Start Smart Update and log in to BEA Customer Support.
  2. In the Target Installation panel of the main Smart Update window, select a target installation.
  3. Select the Get Patches tab.
  4. In the available patches panel, click the Select button beside each of the patches you want to download.
  5. To learn how to find detailed information about the patches listed in the available patches panel, see Viewing Patch Information.

    Note: Smart Update does not automatically refresh the lists of publicly available and downloaded patches that it displays. To update lists of patches and patch sets, choose Patches—> Refresh View.

  6. Click Download Selected.

You are prompted to indicate whether you want to check for patch conflicts before downloading the patch.

Validating Patches Prior to Download

When you request the download of a patch from BEA Customer Support, Smart Update prompts you (in the Download dialog box) to specify whether you want to have conflict checking performed before the requested patches are downloaded. BEA recommends pre-download validation only for publicly available patches.

Conflict checking, also known as patch validation, is the process of determining if a patch has a conflict with other patches for the target installation. When you choose to validate a patch prior to downloading it, Smart Update validates the patch you are downloading against patches that have already been applied to the default patch profile for the target installation. If a conflict is detected—for example, the patch you are downloading requires that another patch be applied first—Smart Update reports the conflict. This gives you an opportunity to resolve the conflict before continuing, but does not prevent you from proceeding with the download.

Smart Update always validates patches when you apply them, but pre-download validation of patches is optional. By validating a patch before you download it, however, you reduce the number of conflict resolution tasks that you may need to perform later if you try to apply a patch that conflicts with another.

When Validation Prior to Download is Recommended

BEA recommends validating a patch before downloading it in the following circumstances:

Validating a patch prior to download is not recommended in the following circumstances:

If a conflict condition is detected during the validation of a patch before a download, you have the option of taking remedial action before the patch is moved to the patch download directory. Although the report of a conflict does not prevent you from downloading a patch, it may prevent you from applying the patch. Therefore, it is good practice to avoid downloading patches that are likely to cause conflicts.

Note: When you later apply a patch, Smart Update performs another validation automatically. For a comparison of the two types of validation, see Resolving Patch Conflicts.

Validation Process

The validation process for the specified patches begins as soon as you select pre-download validation. Smart Update keeps you informed about the progress of the ongoing process by displaying status messages in a message box.

If, for any reason, you decide to terminate the validation process and return to the Get Patches tab, you can do so, anytime before the end of the process, simply by clicking Cancel.

When validation is complete, one of the following two dialog boxes is displayed:

The following section explains how to use the Patch Download Validation dialog box.

Using the Patch Download Validation Dialog Box

In the Patch Download Validation dialog box, the patches that you have selected for download are listed at the top. Note the use of icons in this dialog box, as described in Table 3-1.

Table 3-1 Description of Icons Used in Patch Download Validation Dialog Box

Icon

Description

OK icon in Patch Download Validation dialog box


 

The corresponding patch or patch set has not generated any conflicts.

Conflict icon in Patch Download Validation dialog box


 

The corresponding patch or patch set has generated one or more of the conflict conditions noted in the lower portion of the dialog box.


 

The first patch that has generated a conflict condition is highlighted in the upper portion of this dialog box; conflicts detected for that patch are summarized in the lower portion. If a conflict condition is not generated for the selected patch, the inapplicable conflict conditions in the lower portion of the dialog box are greyed out. Table 3-2 describes use of the Patch Validation dialog box.

Table 3-2 Using the Patch Validation Dialog Box

To do the following . . .

Take the following action . . .

Display conflict information about a patch selected for download.

Select the patch among the list in the upper portion of the dialog box that has generated one or more conflicts, and view the conflict summary in the lower portion.

Obtain more information about the meaning of each conflict means and instructions for resolving it.

See Resolving Patch Conflicts.

Cancel the download operation.

Click Cancel.

This cancels the download procedure, allowing you to take specific actions as appropriate before attempting again to download the patches.

Note: Resolving conflicts in a patch before you download it is generally recommended, subject to exceptions described in When Validation Prior to Download is Recommended.

Proceed with the download operation anyway.

Click Download All.

Note: The patch is not applied; it is simply moved into the patch download directory.

Download only patches that do not generate conflicts.

    1. Click Cancel.

    2. In the Get Patches tab, add only the patches that do not generate conflicts, and download them.


 

To find out how to resolve reported patch conflicts before downloading patches, see Validation When Downloading Patches.

Refreshing the View of Patches and Patch Sets

The lists of patches and patch sets shown in the Get Patches tab and the Downloaded Patches panel are not automatically refreshed by Smart Update when patches are added to or removed from the patch download directory. To refresh these lists, choose Patches—> Refresh View.

 


Viewing Patch Information

Smart Update offers you the option of reading detailed information about a patch before applying it. Specifically, Smart Update provides this option for patches in two categories: those that are publicly available for download from BEA Customer Support, and those that have already been downloaded by you, either to your machine or to a networked disk drive that you can access.

Note: To obtain a list of patches that are publicly available for download, you must be logged in to BEA Customer Support.

The following sections explain how to use Smart Update to obtain information about available patches:

How to Display Patches

This section explains how to display lists of the following types of patches:

Notes: Private patches are not generally viewable the same way as publicly available patches. However, after you have downloaded a private patch, you may view details about that patch in the same way as other patches you have downloaded. For more information about obtaining private patches, see Downloading Publicly Available Patches.

The patch download directory is specified in the Preferences dialog box, as explained in Choosing a Patch Download Directory.

Displaying a List of Publicly Available Patches

  1. In the Target Installation panel, select the desired target installation. (For details, see Choosing a Target Installation.)
  2. Select the Get Patches tab. If you are not logged in when you select this tab, Smart Update prompts you to log in.

Note: You cannot view the Get Patches tab if you are not logged in.

If you are logged in, the list of available patches is displayed in the upper panel of the Get Patches tab. For details about the information displayed in this panel, see About Patches Displayed in the Get Patches Tab.

Displaying the Contents of the Patch Download Directory

For a list of the patches currently residing in the patch download directory, check one of the following tabs in the main Smart Update window:

For an explanation of the information displayed in the Downloaded Patches panel, see Viewing Currently Downloaded Patches.

You can also view lists of patches that have been downloaded into a directory other than the current patch download directory by specifying the desired directory in the Preferences dialog box. For more information, see Downloading Publicly Available Patches.

About Patches Displayed in the Get Patches Tab

The Get Patches tab includes two panels:

The Get Patches tab also gives you the option of requesting detailed information about any patch listed in either panel.

Which patches and patch sets are listed as publicly available for download is determined by the maintenance level of the target installation. Only patches created for the current maintenance level of the target installation, such as WebLogic Server 9.1, are included.

The top panel of the Get Patches tab displays lists for two categories of patches and patch sets:

For your convenience, Smart Update allows you to expand and collapse both lists.

Note: Smart Update does not automatically refresh the lists of publicly available and downloaded patches. To update the lists of patches and patch sets, choose Patches—> Refresh View.

Table 3-3 describes the information displayed in each column of the top panel of the Get Patches tab.

Table 3-3 Information about Patches Available for Download 

Column Title

Description

Patch ID

The patch identifier: a unique string, associated with either an individual patch or patch set, that is downloaded as a single entity.

One of the following icons is displayed beside the patch identifier:

Patch information icon


 

Indicates a single, discrete patch that can be applied to a target installation.

Patch set information icon


 

Indicates a patch set: a group of patches that can be applied to a target installation in a single operation. The grouping of patches into a set provides a number of conveniences, such as a predetermined sequence in which each constituent patch can be applied.

Description

A brief description of the patch or patch set associated with the patch ID.

Product

The name of the BEA product to which the patch applies, such as WebLogic Server, BEA JRockit, or AquaLogic Service Bus.

CR

A number assigned to a problem report that is used internally by BEA Customer Support.

Category

The product category to which the patch applies. For example:

  • JMS—A patch for WebLogic Java Message Service

  • Security—A patch for the WebLogic Security Service

  • Console—A patch for the WebLogic Administration Console

Select

A box that you can click to select a patch for download.


 

Viewing Patch and Patch Set Details

The following sections describe the details that can be viewed for patches and patch sets:

Viewing Details about Patches

For detailed information about a patch, click the icon beside the appropriate patch identifier.

Patch information icon


 

Smart Update displays a dialog box with the details defined in Table 3-4.

Table 3-4 Key to Patch Details 

This detail . . .

Specifies . . .

Version

The version of the BEA product for which the patch is intended.

Severity

Whether the patch is critical or optional.

Size (KB)

Identifies the size, in kilobytes, of the patch.

Restart

The software component that needs to be restarted after the patch is applied.

Status

Availability of the patch:

  • Public—Indicates the patch is publicly available

  • Private—Indicates the patch is customized for one or more customers and is not generally available

OS

The operating system on which the patch is designed to run

Invalidated

A patch that is now invalidated for one of the following reasons:

  • A replacement for the patch is now available. The identifier of the replacement patch is provided.

  • The patch is deprecated, and no replacement patch is available.

Note: Invalidated patches detected in the patch download directory are automatically reported by Smart Update.

Replaces

A patch intended to replace an existing, invalidated patch. The identifier of the invalidated patch is displayed.


 

Click OK to dismiss the Patch Details dialog box and return to the main Smart Update window.

Viewing Details About Patch Sets

For detailed information about a patch set, click the icon beside the appropriate patch set identifier.

Patch set information icon


 

Smart Update displays a dialog box with the details defined in both Table 3-4 and Table 3-5.

Table 3-5 Key to Patch Set Details 

This detail . . .

Specifies . . .

Patches Included in Set

The identifier of each patch included in the set. When you click a patch identifier, the dialog box is expanded with details about the corresponding patch.

Size (KB)

Combined size, in kilobytes, of all the patches in the set.

Invalidated

A patch set that is now invalidated for one of the following reasons:

  • A replacement for the patch set is now available. The identifier of the replacement is provided.

  • The patch set is deprecated, and no replacement is available.

Note: Invalidated patch sets detected in the patch download directory are automatically reported by Smart Update.


 

Viewing Currently Downloaded Patches

The Downloaded Patches panel of the Get Patches tab displays a list of the patches residing in the patch download directory for the currently selected target installation. All downloaded patches are listed, regardless of whether they have been applied.

The Downloaded Patches panel may be viewed in both the Get Patches tab and Manage Patches tab. When this panel is viewed in the Get Patches tab, the Apply button is inactive; when viewed in the Manage Patches tab, the Apply button is active. For more information, see Applying and Managing Patches.

If you designate a non-default directory as the patch download directory, the list of patches and patch sets shown in the Downloaded Patches panel is updated accordingly. If patches have been downloaded to multiple locations in your system environment, and those locations are accessible via networked disk drives, you can access those patches simply by designating a new patch download directory. For more information about designating a different patch download directory, see Downloading Publicly Available Patches.

For patch sets listed in the Downloaded Patches panel, you can choose whether to display or hide the entries for individual patches in each patch set. You can make your choice in the Preference dialog box, available from the File menu, as described in Displaying Patch Sets in the Downloaded Patches Panel. The ability to hide listings for individual patches in a patch set is supported only for the Downloaded Patches panel.

 


Applying and Managing Patches

After you download patches into the patch download directory, you can apply them to a target installation. The following sections explain how to apply and manage patches:

About the Manage Patches Tab

When you are ready to apply patches to the target installation, select the Manage Patches tab in the Smart Update main window.

The Manage Patches tab contains the following panels:

About Patch Profiles

Smart Update uses the notion of a patch profile to help manage sets of patches. A patch profile contains a list of patches that have been applied. Every target installation has a default patch profile already defined. Patches listed in the default patch profile are in effect installation-wide, and are also in effect, by default, for all domains and WebLogic Server instances that run from that installation.

To meet typical BEA maintenance requirements, the default patch profile is the only profile that most users need to work with. The default patch profile is available out-of-the-box and does not need to be configured.

Many users may choose to create custom patch profiles. Custom patch profiles allow you to associate specific servers or domains in an installation with a set of one or more patches that are not intended to be in effect installation-wide. The use of custom patch profiles raises the level of complexity of maintaining BEA product installations, however. Custom patch profiles are described in Patching Individual Domains or Servers.

Applying a Patch to the Target Installation

To apply a patch to the target installation, click Apply next to that patch in the Downloaded Patches panel. When you apply a patch to the target installation, the following events occur:

  1. The patch is validated against patches in the current patch profile.
  2. If there are no patch conflicts, the patch is applied.
  3. If there are conflicts, the Patch Installation Validation dialog box is displayed, summarizing conflicts. The patch is not applied.

  4. If the patch is applied, the patch is added to the current patch profile. The patch is no longer listed in the Downloaded Patches panel of the Manage Patches tab for this profile.
  5. Note that this patch continues to be listed in the Downloaded Patches panel that appears in the Get Patches tab.

If conflicts are detected during validation, you must resolve those conflicts before you can apply the patch. For more information, see Resolving Patch Conflicts.

Note: If you have multiple patch profiles for the target installation, and you apply a patch that affects installation-wide resources, Smart Update displays a warning popup to alert you. Examples of patches that are in effect for an entire installation include those that replace system resources, or that address a security advisory. If you choose to proceed, Smart Update automatically applies the patch to all patch profiles defined in the target installation.

Removing a Patch or Patch Set from the Target Installation

If you have applied a patch or patch set that you need to remove from the target installation—for example, the patch does not correct the problem as expected, the patch is not needed, or the patch creates new problems and you are is awaiting a replacement patch from BEA Customer Support—click Remove next to the listing of that patch in the corresponding patch profile.

When you remove a patch from the target installation, the following events occur:

  1. The removal operation is validated, similar to the validation that occurs when you apply a patch. When you remove a patch from the target installation, Smart Update checks the current patch profile to determine if any other patches depend on the one you are removing.
  2. If a conflict is detected, Smart Update displays the Patch Removal Validation dialog box and identifies the specific conflict. If you have a conflict, you must resolve it before you can remove the patch.
  3. If no removal conflict is detected:
    1. The patch is removed from the target installation and from the current patch profile.
    2. The patch is added to the list displayed in the Downloaded Patches panel, in the Manage Patches tab, under the current patch profile list.

When removing patches, note the following:

For information about correcting removal conflicts, see Resolving Patch Conflicts.

 


Resolving Patch Conflicts

Smart Update protects your system by validating the compatibility of any patch that you want to download, apply, or remove with the other patches that have been applied to the target installation. Any validation problem that occurs is reported as a patch conflict, which you can resolve before completing the patch operation.

This section describes the types of conflicts that may be identified during the following validation processes:

Each section also provides instructions for resolving each type of conflict.

Validation When Downloading Patches

The report of a conflict when downloading a patch does not prevent you from completing the download process. It is good practice, however, to resolve any conflicts reported at this stage, before proceeding with the download.

Table 3-6 describes the types of conflicts that may be reported when a patch is being validated for download, and it provides procedures for correcting each type.

Table 3-6 Conflict Conditions When Downloading a Patch 

If this conflict is
reported . . .

The patch you have selected for download . . .

To resolve this conflict and download the selected patch . . .

Prerequisite not met

Cannot be applied until one or more other patches are applied

    1. Note the identifiers of the prerequisite patches.

    2. Click Cancel to terminate the download process for the selected patch.

    3. Download and apply the prerequisite patches, using the identifiers noted in step 1.

    4. Download the selected patch.

Out of sequence

Requires that you first remove one or more other patches that have already been applied

    1. Note the identifiers of the patches that must be removed.

    2. Click Cancel to terminate the download process for the selected patch.

    3. Remove the patches that are identified.

    4. Download and apply the patch.

    5. Re-apply the patches removed in step 1.

Mutually exclusive

Cannot co-exist with one or more patches that have already been applied

    1. Note the identifiers of the patches that have already been applied.

    2. Identify the patch or patches for which you have the greater need: the patch selected for download, or the patches that have already been applied.

If you determine that you need the patch selected for download, remove any patches identified in the conflict, then download and apply the selected patch.

If you determine, instead, that you need the patches that have already been applied, simply exit from Smart Update.


 

Warning: Smart Update lets you download patches in any sequence you like. However, if any patches must be applied in a specific sequence, Smart Update enforces that sequence at the time you apply them. If you attempt to apply a patch that is out of sequence with another, Smart Update reports a patch conflict, which you must resolve before applying the patch.

Validation When Applying Patches

During the process of applying a patch, various conflicts may be reported. Once a conflict has been reported, it must be resolved before you can apply the patch.

Table 3-7 describes the types of conflicts that may be reported when a patch is being validated when you attempt to apply it, and it provides procedures for correcting each type.

Table 3-7 Conflict Conditions When Applying a Patch 

If this conflict is reported . . .

The patch you have selected to apply . . .

To resolve this conflict and apply the selected patch . . .

Prerequisite not met

Cannot be applied until you apply one or more other patches

    1. Note the identifiers of the prerequisite patches.

    2. Click Cancel to terminate process of applying the selected patch.

    3. Download and apply the prerequisite patches identified in step 1.

    4. Apply the patch you originally selected.

Out of sequence

Cannot be applied until you remove one or more patches that you applied earlier

    1. Note the identifiers of the patches that must be removed.

    2. Click Cancel to terminate the process of applying the selected patch.

    3. Remove the patches identified in step 1.

    4. Apply the patch you originally selected.

    5. Re-apply the patches removed in step 3.

Mutually exclusive

Cannot co-exist with one or more patches that you applied earlier.

Choose the patch you want applied to the target installation and, if necessary, apply it.


 

Validation When Removing Patches

Table 3-8 provides a description of the conflict that may be identified when you attempt to remove a patch, and a procedure for resolving that conflict.

Table 3-8 Conflict Condition When Removing a Patch

If this conflict is reported . . .

The patch you have selected for removal . . .

To resolve this conflict and remove the selected patch . . .

Dependency violated

Is required by one or more patches that have already been applied

    1. Note the identifiers of the dependent patches.

    2. Click Cancel to terminate the download procedure.

    3. As appropriate, remove the dependent patches.

    4. Remove the patch that you originally selected for removal.


 

 


Creating and Using Maintenance Snapshots

To make it easy for you to provide the information needed by BEA Customer Support to help you resolve problems, Smart Update provides a simple method of capturing information about the patches that have been applied to a specific patch profile. This method is to create a maintenance snapshot, a plain ASCII file that contains information about the patch profile selected in the Manage Patches tab, including the identity of each patch that has been applied to that profile.

If you report a problem, BEA Customer Support requests this snapshot as the first step in providing you with a solution. Therefore, if you experience a problem, BEA strongly recommends that you prepare a maintenance snapshot before contacting Customer Support.

It takes only a moment to create a maintenance snapshot, using the Smart Update graphical interface:

  1. In the Target Installation panel in the main Smart Update window, select the product installation for a problem that is being reported.
  2. From the Manage Patches tab, select the patch profile with which you are reporting a problem.
  3. Choose Patches—> Patch Profiles—> Save Snapshot...
  4. A dialog box prompts you to specify the name and location of the maintenance snapshot. By default, the maintenance snapshot file is created in BEA_HOME\utils\bsu. If you specify a different location, make sure you have the privileges required to access a file there.

You can also use the Smart Update command-line interface to create a maintenance snapshot. For an example, see Command-Line Interface Examples.

BEA recommends that you observe the following practices whenever you create a maintenance snapshot:

Whenever you send a maintenance snapshot to BEA Customer Support, keep a log of your support-related activities.

 

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