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Oracle® Fusion Middleware Upgrade Guide for Oracle Identity Management
11g Release 1 (11.1.1)

Part Number E10129-09
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17 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:

17.1 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 identified 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 instance 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.

17.2 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:

17.2.1 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 Middleware home.

For more information, see "Install Oracle WebLogic Server" in Oracle Fusion Middleware Installation Planning Guide.

In addition, see Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server for complete information about installing Oracle WebLogic Server.

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.

17.2.2 Task 2: On IDMHOST1, Install the Oracle Virtual Directory 11.1.1.2.0 Software

For complete instructions for installing the Oracle Identity Management 11g components, including all the prerequisites and system requirements, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management.

The instructions provided here outline the key installation steps required when installing Oracle Internet Directory and Oracle Directory Integration Platform in preparation for an upgrade of your high availability environment.

To install and configure Oracle Virtual Directory 11g on IDMHOST1:

  1. Locate the Oracle Identity Management CD–ROM.

    Alternatively, you can download and unpack the installation kit from the Oracle Technology Network (OTN):

    http://www.oracle.com/technology
    
  2. 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.

  3. 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.

  4. In the Installer, choose the Install Software - Do Not Configure option to install Oracle Identity Management components without configuring them during installation. If you choose the Install Software - Do Not Configure option, the Installer installs the component software and then closes. Oracle Identity Management components will not start running after deploying them using the Install Software - Do Not Configure option, as additional configuration is needed.

    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.

  5. When the installation and configuration is complete, exit from the Oracle Identity Management installation tool.

Note:

Ensure that you do not configure a domain after installing the 11.1.1.2.0 Oracle Identity Management software.

17.2.3 Task 3: On IDMHOST1, Install the Oracle Virtual Directory 11.1.1.5.0 Software

For complete instructions for installing the Oracle Identity Management 11.1.1.5.0 components, refer to the Oracle Fusion Middleware Patching Guide. Specifically, see the "Installing the Latest Oracle Fusion Middleware Software Using Patch Set Installers" topic in this guide.

17.2.4 Task 4: On IDMHOST1, Configure Oracle Virtual Directory

For complete instructions on configuring Oracle Virtual Directory, see the "Configuring Oracle Virtual Directory (OVD)" chapter in the Oracle Fusion Middleware Installation Guide for Oracle Identity Management. For more information, see the "Creating a WebLogic Domain in Graphical Mode" topic in the Oracle Fusion Middleware Creating Domains Using the Configuration Wizard guide.

17.2.5 Task 5: On IDMHOST1, Upgrade the Oracle Virtual Directory Instance to 11g

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

  1. Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.

  2. 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.

  3. Refer to Table 17-1 for instructions on how to respond to each Upgrade Assistant screen.

    Table 17-1 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 17.2.1, "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.


  4. 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
    
  5. Update the NonJ2EEManagement application installed on the WebLogic Server:

    UNIX:

    INSTANCE_HOME/bin/opmnctl redeploy
    

    Windows:

    INSTANCE_HOME\bin\opmnctl redeploy
    
  6. Re-register the instance so that component property information (such as component version) are updated:

    UNIX:

    INSTANCE_HOME/bin/opmnctl unregisterinstance
    INSTANCE_HOME/bin/opmnctl registerinstance 
    

    Windows:

    INSTANCE_HOME\bin\opmnctl unregisterinstance
    INSTANCE_HOME\bin\opmnctl registerinstance 
    

17.2.6 Task 6: On IDMHOST2, Install the Second Oracle Virtual Directory 11.1.1.2.0 Instance

For complete instructions for installing the Oracle Identity Management 11g components, including all the prerequisites and system requirements, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management.

The instructions provided here outline the key installation steps required when installing Oracle Internet Directory and Oracle Directory Integration Platform in preparation for an upgrade of your high availability environment.

To install and configure Oracle Virtual Directory 11g on IDMHOST2:

  1. Locate the Oracle Identity Management CD–ROM.

    Alternatively, you can download and unpack the installation kit from the Oracle Technology Network (OTN):

    http://www.oracle.com/technology
    
  2. 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.

  3. 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.

  4. In the Installer, choose the Install Software - Do Not Configure option to install Oracle Identity Management components without configuring them during installation. If you choose the Install Software - Do Not Configure option, the Installer installs the component software and then closes. Oracle Identity Management components will not start running after deploying them using the Install Software - Do Not Configure option, as additional configuration is needed.

    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.

  5. When the installation and configuration is complete, exit from the Oracle Identity Management installation tool.

Note:

Ensure that you do not configure a domain after installing the 11.1.1.2.0 Oracle Identity Management software.

17.2.7 Task 7: On IDMHOST2, Install the Oracle Virtual Directory 11.1.1.5.0 Software

For complete instructions for installing the Oracle Identity Management 11.1.1.5.0 components, refer to the Oracle Fusion Middleware Patching Guide. Specifically, see the "Installing the Latest Oracle Fusion Middleware Software Using Patch Set Installers" topic in this guide.

17.2.8 Task 8: On IDMHOST2, Configure Oracle Virtual Directory

Use the Oracle Fusion Middleware Configuration Wizard to configure Oracle Virtual Directory. For more information, see the "Creating a WebLogic Domain in Graphical Mode" topic in the Oracle Fusion Middleware Creating Domains Using the Configuration Wizard guide. For more information, see the "Creating a WebLogic Domain in Graphical Mode" topic in the Oracle Fusion Middleware Creating Domains Using the Configuration Wizard guide.

17.2.9 Task 9: On IDMHOST2, Upgrade the Second Oracle Virtual Directory Instance

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

  1. Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.

  2. 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.

  3. Refer to Table 17-1 for instructions on how to respond to each Upgrade Assistant screen.

  4. 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
    

17.2.10 Task 10: 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

17.3 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:

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:

17.3.1 Task 1: On IDMHOST1, Install the Oracle Virtual Directory 11.1.1.2.0 Software

For complete instructions for installing the Oracle Identity Management 11g components, including all the prerequisites and system requirements, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management.

The instructions provided here outline the key installation steps required when installing Oracle Internet Directory and Oracle Directory Integration Platform in preparation for an upgrade of your high availability environment.

To install and configure Oracle Virtual Directory 11g on IDMHOST1:

  1. Locate the Oracle Identity Management CD–ROM.

    Alternatively, you can download and unpack the installation kit from the Oracle Technology Network (OTN):

    http://www.oracle.com/technology
    
  2. 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.

  3. 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.

  4. In the Installer, choose the Install Software - Do Not Configure option to install Oracle Identity Management components without configuring them during installation. If you choose the Install Software - Do Not Configure option, the Installer installs the component software and then closes. Oracle Identity Management components will not start running after deploying them using the Install Software - Do Not Configure option, as additional configuration is needed.

    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.

  5. When the installation and configuration is complete, exit from the Oracle Identity Management installation tool.

Note:

Ensure that you do not configure a domain after installing the 11.1.1.2.0 Oracle Identity Management software.

17.3.2 Task 2: On IDMHOST1, Install the Oracle Virtual Directory 11.1.1.5.0 Software

For complete instructions for installing the Oracle Identity Management 11.1.1.5.0 components, refer to the Oracle Fusion Middleware Patching Guide. Specifically, see the "Installing the Latest Oracle Fusion Middleware Software Using Patch Set Installers" topic in this guide.

17.3.3 Task 3: On IDMHOST1, Configure Oracle Virtual Directory

Use the Oracle Fusion Middleware Configuration Wizard to configure Oracle Virtual Directory. For more information, see the "Creating a WebLogic Domain in Graphical Mode" topic in the Oracle Fusion Middleware Creating Domains Using the Configuration Wizard guide. For more information, see the "Creating a WebLogic Domain in Graphical Mode" topic in the Oracle Fusion Middleware Creating Domains Using the Configuration Wizard guide.

17.3.4 Task 4: On IDMHOST1, Upgrade the Oracle Virtual Directory Instance to 11g

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

  1. Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.

  2. 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.

  3. Refer to Table 17-1 for instructions on how to respond to each Upgrade Assistant screen.

  4. 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
    

17.3.5 Task 5: On IDMHOST2, Install the Second Oracle Virtual Directory 11.1.1.2.0 Instance

For complete instructions for installing the Oracle Identity Management 11g components, including all the prerequisites and system requirements, refer to the Oracle Fusion Middleware Installation Guide for Oracle Identity Management.

The instructions provided here outline the key installation steps required when installing Oracle Internet Directory and Oracle Directory Integration Platform in preparation for an upgrade of your high availability environment.

To install and configure Oracle Virtual Directory 11g on IDMHOST2:

  1. Locate the Oracle Identity Management CD–ROM.

    Alternatively, you can download and unpack the installation kit from the Oracle Technology Network (OTN):

    http://www.oracle.com/technology
    
  2. 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.

  3. 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.

  4. In the Installer, choose the Install Software - Do Not Configure option to install Oracle Identity Management components without configuring them during installation. If you choose the Install Software - Do Not Configure option, the Installer installs the component software and then closes. Oracle Identity Management components will not start running after deploying them using the Install Software - Do Not Configure option, as additional configuration is needed.

    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.

  5. When the installation and configuration is complete, exit from the Oracle Identity Management installation tool.

Note:

Ensure that you do not configure a domain after installing the 11.1.1.2.0 Oracle Identity Management software.

17.3.6 Task 6: On IDMHOST2, Install the Oracle Virtual Directory 11.1.1.5.0 Software

For complete instructions for installing the Oracle Identity Management 11.1.1.5.0 components, refer to the Oracle Fusion Middleware Patching Guide. Specifically, see the "Installing the Latest Oracle Fusion Middleware Software Using Patch Set Installers" topic in this guide.

17.3.7 Task 7: On IDMHOST2, Configure Oracle Virtual Directory

Use the Oracle Fusion Middleware Configuration Wizard to configure Oracle Virtual Directory. For more information, see the "Creating a WebLogic Domain in Graphical Mode" topic in the Oracle Fusion Middleware Creating Domains Using the Configuration Wizard guide. For more information, see the "Creating a WebLogic Domain in Graphical Mode" topic in the Oracle Fusion Middleware Creating Domains Using the Configuration Wizard guide.

17.3.8 Task 8: On IDMHOST2, Upgrade the Second Oracle Virtual Directory Instance

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

  1. Change directory the ORACLE_HOME/bin directory of the Oracle Fusion Middleware installation.

  2. 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.

  3. Refer to Table 17-1 for instructions on how to respond to each Upgrade Assistant screen.

  4. 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
    

17.3.9 Task 9: 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