10 Upgrading an Oracle Virtual Directory High Availability Environment

This chapter describes how to upgrade Oracle Virtual Directory in a high availability environment.

The upgrade steps vary slightly depending on whether you are registering with a domain and the location of the domain. Refer to the following for more information:

Upgrading Oracle Virtual Directory When Using a Local Oracle WebLogic Server Domain
Upgrading Oracle Virtual Directory When Using a Remote Oracle WebLogic Server Domain or No Domain

10.1 Understanding the Oracle Virtual Directory High Availability Upgrade

Before you begin using the procedures in this chapter, note the following.

Assumptions About the Active-Active Oracle Virtual Directory Upgrade

This chapter describes how to upgrade Oracle Virtual Directory in an active-active high-availability environment.

In this type of high availability environment, you upgrade Oracle Virtual Directory on two independent hosts. In this example, the two hosts are identfied as IDMHOST1 and IDMHOST2.

The procedures included here assume that Oracle Virtual Directory is the only component being upgraded in the Oracle Application Server 10g topology and that the Oracle Virtual Directory 10g intance and the Oracle Virtual Directory 11g instance are on the same host.

Upgrading Oracle Virtual Directory With and Without an Oracle WebLogic Server Domain

In Oracle Fusion Middleware 11g, you can optionally register Oracle Virtual Directory with an Oracle WebLogic Server domain. However, if you want to manage Oracle Virtual Directory with Oracle Enterprise Manager Fusion Middleware Control, then you must register the Oracle Virtual Directory instance with a domain.

Further, you can register Oracle Virtual Directory with a local or remote Oracle WebLogic Server domain. The registration can be completed during the upgrade or as a post-upgrade step.

10.2 Upgrading Oracle Virtual Directory When Using a Local Oracle WebLogic Server Domain

The following procedure describes how to upgrade Oracle Virtual Directory in a high availability environment when you are planning to create a new, local Oracle WebLogic Server domain as part of the Oracle Virtual Directory installation and upgrade process.

In this scenario, you create an Oracle WebLogic Server domain on IDMHOST1 along with the first Oracle Virtual Directory instance. Then, you install and configure the second Oracle Virtual Directory instance on IDMHOST2 and register the second Oracle Virtual Directory instance with the domain on IDMHOST1.

To upgrade Oracle Virtual Directory in this scenarios, refer to the following tasks:

Task 1: On IDMHOST1, Optionally Install Oracle WebLogic Server and Create the Middleware Home
Task 2: On IDMHOST1, Install and Configure Oracle Virtual Directory 11g
Task 3: On IDMHOST1, Upgrade the Oracle Virtual Directory Instance to 11g
Task 4: On IDMHOST2, Install and Configure the Second Oracle Virtual Directory Instance
Task 5: On IDMHOST2, Upgrade the Second Oracle Virtual Directory Instance
Task 6: On IDMHOST2, Register the Second Oracle Virtual Directory Instance with the Domain on IDMHOST1

10.2.1 Task 1: On IDMHOST1, Optionally Install Oracle WebLogic Server and Create the Middleware Home

If you want to associate the upgraded Oracle Virtual Directory instances with Oracle WebLogic Server, you must first install Oracle WebLogic Server and create the Middlewareware home.

To install Oracle WebLogic Server and create the middleware home, refer to "Installing Oracle WebLogic Server" in the Oracle Fusion Middleware Installation Guide for Oracle Identity Management.

For more information about the Middleware home, see "Understanding Oracle Fusion Middleware Concepts" in the Oracle Fusion Middleware Administrator's Guide.

When you install Oracle WebLogic Server, make a note of the complete path to the Middleware home. You will need this information later in the upgrade procedure.

10.2.2 Task 2: On IDMHOST1, Install and Configure Oracle Virtual Directory 11g

To install and configure Oracle Virtual Directory, in preparation for upgrade:

Locate the Oracle Identity Management CD–ROM.

Alternatively, you can download and unpack the installation kit from the Oracle Technology Network:
```
http://www.oracle.com/technology/
```
If you are installing from the CD–ROM, then navigate to the root directory of the CD–ROM.

Or, if you downloaded and unpacked the software from the Oracle Technology Network, then change directory to the Disk1 directory in the location where you unpacked the software.
Start Oracle Universal Installer:

On UNIX systems, enter the following command to install Repository Creation Utility:
```
./runInstaller
```
On Windows systems, double-click the setup.exe file.
Refer to Table 10-1 for specific instructions about how to respond to each screen in the Oracle Identity Management installation and configuration tool.

For more information, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management or click Help for general information about the prerequisites and prompts required during an Oracle Virtual Directory installation.
When the installation and configuration is complete, exit from the Oracle Identity Management installation and configuration tool.

Table 10-1 Summary of Installation and Configuration Screens for Installing and Configuring Oracle Virtual Directory on IDMHOST1

Screen	Instructions
Welcome	Click Next.
Select Installation Type	Select Install and Configure. Click Next.
Prerequisite Checks	Click Next.
Select Domain	Select Create New Domain and enter the domain details.
Specify Installation Location	Specify the following values: Middleware Home Location: Enter the complete path to the Middleware home you created in "Task 1: On IDMHOST1, Optionally Install Oracle WebLogic Server and Create the Middleware Home". Oracle Home Directory: For the purposes of this example, enter `idm` as the name of the Oracle home directory. WebLogic Server Directory: This is usually the `wlserver_10.3` inside the Middleware home. Oracle Instance Location: Enter a path for the Oracle instance. This directory can be any acccessible directory location; unlike the Oracle home, it does not need to be inside the Middleware home. Oracle Instance Name: For the purposes of this example, enter `idm_instance1`.
Specify Email for Security Updates	Choose how you want to be notified about security issues: If you want to be notified about security issues through email, enter your email address in the Email field. If you want to be notified about security issues through My Oracle Support, select the My Oracle Support option and enter your My Oracle Support Password. If you do not want to be notified about security issues, leave all fields empty. Click Next.
Configure Components	Select Oracle Virtual Directory. When you select Oracle Virtual Directory, the Oracle Directory Services Manager and Fusion Middleware Control components are automatically selected for configuration.
Configure Ports	Select Auto Port Configuration.
Specify Oracle Virtual Directory Information	Select the following Client Listeners LDAP v3 Namespace: Enter the name space for Oracle Virtual Directory. The default value is dc=us,dc=oracle,dc=com. HTTP Web Gateway: Select this option to enable the Oracle Virtual Directory HTTP Web Gateway. Secure: Select this option if you enabled the HTTP Web Gateway and you want to secure it using SSL. Enter `cn=orcladmin` as the OVD Administrator and provide and confirm the password for the account. Select Configure Admin Server in Secure Mode. Click Next.
Installation Summary	Review the selections to ensure that they are correct (if they are not, click Back to modify selections on previous screens), and click Install.
Installation Progress	On UNIX systems, a dialog appears, prompting you to run the `oracleRoot.sh` script. Open a window and run the script, following the prompts in the window. Click OK.
Configuration	Multiple configuration assistants are launched in succession; this process can be lengthy. When it completes, the Installation Complete screen appears. Click Finish, and then confirm your choice to exit

10.2.3 Task 3: On IDMHOST1, Upgrade the Oracle Virtual Directory Instance to 11g

Use the following procedure to upgrade the Oracle Virtual Directory instance to 11g:

Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.
Enter the following command to start the Upgrade Assistant.

On UNIX system:
```
./ua
```
On Windows systems:
```
ua.bat
```
The Upgrade Assistant displays the Welcome screen.

Refer to Table 10-2 for instructions on how to respond to each Upgrade Assistant screen.

Table 10-2 Summary of Upgrade Screens When Upgrading Oracle Virtual Directory for High Availability

Screen	Instructions
Welcome	Click Next.
Select Operation	Select Upgrade Identity Management Instance. Click Next.
Specify Source Home	Select the 10g Release 2 (10.1.2) or 10g (10.1.4) source Oracle home. If the Oracle home you want to upgrade does not appear in the drop-down lists, see "Source Oracle Home Not Listed by OracleAS Upgrade Assistant" in the Oracle Fusion Middleware Upgrade Planning Guide.
Specify Destination Instance	Enter the complete path to the 11g Oracle instance, or click Browse to locate the instance directory.
Specify WebLogic Server	This screen appears only if you chose to associate the Oracle Virtual Directory 11g instance with Oracle WebLogic Server during the Oracle Virtual Directory installation. If you selected to install Oracle Virtual Directory without an Oracle WebLogic Server domain, then this screen does not appear. Enter the host and Administration Server port for the Oracle WebLogic Server you configured in Section 10.2.1, "Task 1: On IDMHOST1, Optionally Install Oracle WebLogic Server and Create the Middleware Home".
Specify Upgrade Options	Select Use source Oracle Home ports in destination. Select Start destination components after upgrade. Click Next.
Examining Components	Click Next.
Summary	Click Upgrade to proceed with the upgrade process.
Upgrade Progress	Monitor the upgrade progress until the Upgrade Complete screen appears.
Upgrade Complete	Click Close.

Verify the upgraded Oracle Virtual Directory instance using the following OPMN command:

ORACLE_INSTANCE/bin/opmnctl status

You should see output similar to the following:

Processes in Instance: asinst_1
--------------------------+--------------------+---------+---------
ias-component             | process-type       |     pid | status
--------------------------+--------------------+---------+---------
ovd1                      | OVD                |   22091 | Alive
EMAGENT                   | EMAGENT            |       0 | NONE

10.2.4 Task 4: On IDMHOST2, Install and Configure the Second Oracle Virtual Directory Instance

Use the following instructions to install and configure the second Oracle Virtual Directory instance. For this instance, you install, configure, and upgrade the instance without a domain. Then, afte the upgrade, you register the upgraded instance with the domain you created on IDMHOST1:

Start Oracle Universal Installer:

On UNIX systems, enter the following command to install Repository Creation Utility:
```
./runInstaller
```
On Windows systems, double-click the setup.exe file.
Refer to Table 10-3 for specific instructions about how to respond to each screen in the Oracle Identity Management installation and configuration tool.

For more information, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management or click Help for general information about the prerequisites and prompts required during an Oracle Virtual Directory installation.
When the installation and configuration is complete, exit from the Oracle Identity Management installation and configuration tool.

Table 10-3 Summary of Installation and Configuration Screens for Installing and Configuring Oracle Virtual Directory on IDMHOST2

Screen	Instructions
Welcome	Click Next.
Select Installation Type	Select Install and Configure. Click Next.
Prerequisite Checks	Click Next.
Select Domain	Select Configure without a Domain and enter the domain details.
Specify Installation Location	Specify the following values: Oracle Home Location: /u01/app/oracle/product/11g/fmw_home Oracle Instance Location: /u01/app/oracle/product/11g/instances/idm_instance1 Oracle Instance Name: idm_instance1 Click Next.
Specify Email for Security Updates	Choose how you want to be notified about security issues: If you want to be notified about security issues through email, enter your email address in the Email field. If you want to be notified about security issues through My Oracle Support, select the My Oracle Support option and enter your My Oracle Support Password. If you do not want to be notified about security issues, leave all fields empty. Click Next.
Configure Components	Select Oracle Virtual Directory.
Configure Ports	Select Auto Port Configuration.
Specify Oracle Virtual Directory Information	Client Listeners LDAP v3 Namespace: HTTP Web Gateway: Secure OVD Administrator Username: cn=orcladmin Password: ****** Confirm Password: ****** Configure Admin Server in Secure Mode Click Next.
Installation Summary	Review the selections to ensure that they are correct (if they are not, click Back to modify selections on previous screens), and click Install.
Installation Progress	On UNIX systems, a dialog appears, prompting you to run the `oracleRoot.sh` script. Open a window and run the script, following the prompts in the window. Click Ok.
Configuration	Multiple configuration assistants are launched in succession; this process can be lengthy. When it completes, the Installation Complete screen appears. Click Finish, and then confirm your choice to exit

10.2.5 Task 5: On IDMHOST2, Upgrade the Second Oracle Virtual Directory Instance

Use the following procedure to upgrade the Oracle Virtual Directory instance to 11g:

Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.
Enter the following command to start the Upgrade Assistant.

On UNIX system:
```
./ua
```
On Windows systems:
```
ua.bat
```
The Upgrade Assistant displays the Welcome screen.
Refer to Table 10-2 for instructions on how to respond to each Upgrade Assistant screen.

Verify the upgraded Oracle Virtual Directory instance using the following OPMN command:

ORACLE_INSTANCE/bin/opmnctl status

You should see output similar to the following:

Processes in Instance: asinst_1
--------------------------+--------------------+---------+---------
ias-component             | process-type       |     pid | status
--------------------------+--------------------+---------+---------
ovd1                      | OVD                |   22091 | Alive
EMAGENT                   | EMAGENT            |       0 | NONE

10.2.6 Task 6: On IDMHOST2, Register the Second Oracle Virtual Directory Instance with the Domain on IDMHOST1

Register the upgraded Oracle Virtual Directory instance with the Oracle WebLogic Server domain you created and configured on IDMHOST1:

Use the following OPMN command:

ORACLE_INSTANCE/opmnctl registerinstance 
        -adminHost adminHostName
        -adminPort adminServerPort
        -adminUsername DOMAIN_ADMINISTRATOR_USERNAME
        -oracleInstance ORACLE_INSTANCE

10.3 Upgrading Oracle Virtual Directory When Using a Remote Oracle WebLogic Server Domain or No Domain

The following procedure describes how to upgrade Oracle Virtual Directory in a high availability environment in either of the following scenarios:

When you are planning to register the Oracle Virtual Directory environment with an existing remote Oracle WebLogic Server domain (on the host other than the hosts where Oracle Virtual Directory is installed).
When you are planning to install and configure the Oracle Virtual Directory environment in standalone mode (with no Oracle WebLogic Server domain).

This procedure assumes you either have a remote Oracle WebLogic Server domain already installed and configured on a remote host, or you have no plans to register Oracle Virtual Directory with Oracle WebLogic Server.

To upgrade Oracle Virtual Directory in these scenarios, refer to the following tasks:

Task 1: On IDMHOST1, Install and Configure Oracle Virtual Directory 11g
Task 2: On IDMHOST1, Upgrade the Oracle Virtual Directory Instance to 11g
Task 3: On IDMHOST2, Install and Configure the Second Oracle Virtual Directory Instance
Task 4: On IDMHOST2, Upgrade the Second Oracle Virtual Directory Instance
Task 5: On IDMHOST2, Optionally Register the Second Oracle Virtual Directory Instance with the Domain on WLSHOST1

10.3.1 Task 1: On IDMHOST1, Install and Configure Oracle Virtual Directory 11g

To install and configure Oracle Virtual Directory, in preparation for upgrade:

Locate the Oracle Identity Management CD–ROM.

Alternatively, you can download and unpack the installation kit from the Oracle Technology Network:
```
http://www.oracle.com/technology/
```
If you are installing from the CD–ROM, then navigate to the root directory of the CD–ROM.

Or, if you downloaded and unpacked the software from the Oracle Technology Network, then change directory to the Disk1 directory in the location where you unpacked the software.
Start Oracle Universal Installer:

On UNIX systems, enter the following command to install Repository Creation Utility:
```
./runInstaller
```
On Windows systems, double-click the setup.exe file.
Refer to Table 10-3 for specific instructions about how to respond to each screen in the Oracle Identity Management installation and configuration tool.

For more information, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management or click Help for general information about the prerequisites and prompts required during an Oracle Virtual Directory installation.
When the installation and configuration is complete, exit from the Oracle Identity Management installation and configuration tool.

10.3.2 Task 2: On IDMHOST1, Upgrade the Oracle Virtual Directory Instance to 11g

Use the following procedure to upgrade the Oracle Virtual Directory instance to 11g:

Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.
Enter the following command to start the Upgrade Assistant.

On UNIX system:
```
./ua
```
On Windows systems:
```
ua.bat
```
The Upgrade Assistant displays the Welcome screen.
Refer to Table 10-2 for instructions on how to respond to each Upgrade Assistant screen.

Verify the upgraded Oracle Virtual Directory instance using the following OPMN command:

ORACLE_INSTANCE/bin/opmnctl status

You should see output similar to the following:

Processes in Instance: asinst_1
--------------------------+--------------------+---------+---------
ias-component             | process-type       |     pid | status
--------------------------+--------------------+---------+---------
ovd1                      | OVD                |   22091 | Alive
EMAGENT                   | EMAGENT            |       0 | NONE

10.3.3 Task 3: On IDMHOST2, Install and Configure the Second Oracle Virtual Directory Instance

Start Oracle Universal Installer:

On UNIX systems, enter the following command to install Repository Creation Utility:
```
./runInstaller
```
On Windows systems, double-click the setup.exe file.
Refer to Table 10-3 for specific instructions about how to respond to each screen in the Oracle Identity Management installation and configuration tool.

For more information, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management or click Help for general information about the prerequisites and prompts required during an Oracle Virtual Directory installation.
When the installation and configuration is complete, exit from the Oracle Identity Management installation and configuration tool.

10.3.4 Task 4: On IDMHOST2, Upgrade the Second Oracle Virtual Directory Instance

Use the following procedure to upgrade the Oracle Virtual Directory instance to 11g:

Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.
Enter the following command to start the Upgrade Assistant.

On UNIX system:
```
./ua
```
On Windows systems:
```
ua.bat
```
The Upgrade Assistant displays the Welcome screen.
Refer to Table 10-2 for instructions on how to respond to each Upgrade Assistant screen.

Verify the upgraded Oracle Virtual Directory instance using the following OPMN command:

ORACLE_INSTANCE/bin/opmnctl status

You should see output similar to the following:

Processes in Instance: asinst_1
--------------------------+--------------------+---------+---------
ias-component             | process-type       |     pid | status
--------------------------+--------------------+---------+---------
ovd1                      | OVD                |   22091 | Alive
EMAGENT                   | EMAGENT            |       0 | NONE

10.3.5 Task 5: On IDMHOST2, Optionally Register the Second Oracle Virtual Directory Instance with the Domain on WLSHOST1

Register the upgraded Oracle Virtual Directory instance with an existing Oracle WebLogic Server domain you created and configured on WLSHOST1:

Use the following OPMN command:

ORACLE_INSTANCE/opmnctl registerinstance 
        -adminHost adminHostName
        -adminPort adminServerPort
        -adminUsername DOMAIN_ADMINISTRATOR_USERNAME
        -oracleInstance ORACLE_INSTANCE