Oracle® WebCenter Portal
Installation and Configuration Roadmap
11g Release 1 (11.1.1.6.0) for Windows
E22628-02
November 2011
Welcome to Oracle WebCenter Portal!
Use this documentation roadmap to find instructions on how to install, upgrade, and/or patch Oracle WebCenter Portal, then perform the necessary configurations. In Figure 1, find the starting point that best describes your current environment, then click the graphic or use the links in Table 1 to jump to the Guide that you need.
Table 1 Starting Points for WebCenter Portal Installation
| Starting Point | Install Summary | Detailed Instructions |
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New WebCenter Portal Installation |
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Oracle Fusion Middleware Installation Guide for Oracle WebCenter Portal |
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Oracle Fusion Middleware Enterprise Deployment Guide for Oracle WebCenter Portal |
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Existing WebCenter Portal Installation |
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Oracle Fusion Middleware Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF |
Before you start, review the installation roadmap for your installation:
Installing WebCenter Portal for the First Time
Upgrading an Existing WebCenter Portal 11g Installation
Upgrading an Existing WebCenter Portal 10g Installation
Note:
For existing installations, note that upgrades may include new features that will need to be configured as described in the section on New Oracle WebCenter Portal Installations - Roadmaps.1 New Oracle WebCenter Portal Installations - Roadmaps
The roadmaps in this section provide an overview of the steps required to install Oracle WebCenter Portal and guides you to the documentation. Oracle provides documentation for two installation scenarios:
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Simple topology - install Oracle WebCenter Portal in a simple, non-clustered environment. Figure 2 illustrates the installation process for a simple topology.
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Enterprise topology - install Oracle WebCenter Portal in a distributed environment with built-in security and high availability. Figure 3 illustrates the installation process for an enterprise topology.
Figure 4 shows post-installation steps required to configure WebCenter Portal components and services that are required for both topologies. Click the flow charts for more information on how to complete each step.
Before you start, you might like to read:
Click the flow chart or use Table 2 to navigate to the appropriate Guide.
Table 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology
| Task and link to more information | Mandatory or Optional? | Notes |
|---|---|---|
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Mandatory |
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Verify system requirements, then install and configure a database |
Mandatory |
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Mandatory |
If you want to use Spaces as well as build WebCenter Portal applications you must run the RCU twice as both require their own WEBCENTER schema. Schemas for the Discussions service and portlets are also required if you plan to use those services. If you plan on using the Recommendation service, then the Activity Graph product needs to be installed. Analytics and Activity Graph can be used only by a single application within a domain. If Activity Graph is installed, the |
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Mandatory |
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Install Oracle WebCenter Portal: |
Mandatory |
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Install other Fusion Middleware products: |
Optional |
SOA is mandatory for the Worklist service and Spaces workflows. Oracle WebCenter Content is mandatory for Content Presenter, wiki, and the Documents service. OHS is recommended for Oracle WebCenter Content Server integration and for single sign-on (SSO) since SSO is needed to stop multiple login prompts), and is required for REST and SOA. |
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Mandatory |
You may choose to create a new domain or extend an existing domain for WebCenter Portal. |
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Extend the WebCenter Portal domain to: |
Optional |
Oracle does not recommend deploying WebCenter Portal applications or WebCenter Portal Producer applications to the Administration Server or any of the default managed servers created during Oracle WebCenter Portal installation. |
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Start the servers: |
Mandatory |
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Mandatory |
Mandatory for Oracle WebCenter Content Server and Discussions |
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Optional |
Mandatory for Content Presenter, wiki and the Documents service. |
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Install, configure, and connect back-end components for WebCenter Portal services: |
Optional |
Mandatory for the WebCenter Portal services you want to use See also, Post-install Configuration for WebCenter Portal Components and Services |
Click the flow chart or use Table 3 to navigate to the appropriate Guide.
Table 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology
| Task and link to more information | Mandatory or Optional? | Notes |
|---|---|---|
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Optional |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Optional |
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Mandatory |
Option to configure the domain for the Spaces application or create a custom managed server for WebCenter Portal applications |
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Mandatory |
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Mandatory |
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Install and configure back-end components for required WebCenter Portal services: |
Optional |
Mandatory for the WebCenter Portal services you want to use See also, Post-install Configuration for WebCenter Portal Components and Services |
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Optional |
Mandatory for the Spaces application |
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Mandatory |
Click the flow chart or use Table 4 to navigate to the appropriate Guide.
Table 4 Getting WebCenter Portal Components and Services Working
| WebCenter Portal Component/Service | Feature | Documentation |
|---|---|---|
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Spaces application |
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Documents service |
Document management, wikis, blogs, content presenter |
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Activity Stream service |
Activity streaming |
Requires Oracle WebCenter Content Server to be set up for the Document service |
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Discussions and Announcement services |
Discussion forums and announcements |
In a clustered environment, additional configuration is required. More |
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Portlet producers |
WSRP, PDK-Java portlets |
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Pagelet producers |
Pagelets |
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Analytics service |
Analytics reports |
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Activity Graph service |
Recommendation and similar item task flows |
Connect to analytics collector In a clustered environment, the activity graph engine must be be targeted to a single managed server (not the cluster). More |
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Personalization service |
Personalization scenarios |
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Instant Messaging and Presence service |
Presence status, other presence options (such as send mail, send instant message, start phone conference) |
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Event service |
Personal calendar and Space event management |
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Mail service |
Mail task flow |
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Search service |
Search task flows |
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Worklist service |
Worklist task flows |
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RSS News Feeds |
External RSS news feeds |
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REST services |
RESTful interface to WebCenter Portal services |
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Subscriptions and Notifications |
Notifications about subscribed services and objects |
2 Existing Oracle WebCenter Portal 11g Installation - Roadmaps
The roadmaps in this section provide an overview of the steps required to apply the latest Oracle WebCenter Portal patch (11.1.1.6.0) and guides you to the documentation. Oracle provides documentation for the following installation scenarios:
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Patching an Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation
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Patching an Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation
Before you start, you may also like to read:
Patching an Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation
Figure 5 illustrates the steps required to update an Oracle WebCenter Portal 11g (11.1.1.4.0 or 11.1.1.5.0) installation to 11.1.1.6.0. Click the flow chart or use Table 5 to navigate to information for each step.
Table 5 Applying the Latest Patch to Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0
| Task and link to more information | Mandatory or Optional? | Notes |
|---|---|---|
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Stop managed servers, Admin server, system components, & node manager |
Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Download the installer for WebCenter Portal and other required products |
Mandatory |
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Run Patch Set Installer to patch the following Fusion Middleware products to 11.1.1.6.0:
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Optional |
Mandatory for the products you have installed Oracle HTTP server is recommended for OCS integration |
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Run the WebCenter Portal installer to patch Oracle WebCenter Portal to 11.1.1.6.0 |
Mandatory |
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Run product installers to patch other Fusion Middleware products to 11.1.1.6.0, such as: |
Mandatory |
SOA is mandatory for the Worklist service and Spaces Workflows.Oracle WebCenter Content is mandatory for Content Presenter, and is recommended for the Documents service. OHS is recommended for Oracle WebCenter Content Server integration and for SSO (since SSO is needed to stop multiple login prompts), and is required for REST and SOA. |
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Mandatory |
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Optional |
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Mandatory |
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Mandatory |
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Mandatory |
Patching an Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation
Figure 6 illustrates the steps required to update an Oracle WebCenter Portal 11g (11.1.1.2.0 or 11.1.1.3.0) installation to 11.1.1.6.0. Click the flow chart or use Table 6 to navigate to information for each step.
Click the flow chart or use Table 6 to navigate to the appropriate Guide.
Table 6 Applying the Latest Patch to Oracle WebCenter Portal 11g (11.1.1.2.0 or 11.1.1.3.0)
| Task and link to more information | Mandatory or Optional? | Notes |
|---|---|---|
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Stop managed servers, Admin server, system components, & node manager |
Mandatory |
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Mandatory |
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Perform pre-patch tasks for WebCenter Portal: |
Mandatory |
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Mandatory |
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Mandatory |
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Download the installer for WebCenter Portal and other required products |
Mandatory |
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Run Patch Set Installer to patch the following Fusion Middleware products to 11.1.1.6.0: |
Optional |
Mandatory for the products you have installed Oracle HTTP server is recommended for OCS integration |
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Run WebCenter Portal installer to patch Oracle WebCenter Portal to 11.1.1.6.0 |
Mandatory |
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Run product installers to patch other Fusion Middleware products to 11.1.1.6.0, including: |
Optional |
WebCenter Content and SOA are mandatory for Spaces OHS is recommended for Oracle WebCenter Content Server integration |
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Mandatory |
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Update the Spaces application using one of the following: |
Mandatory |
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Perform post-patch tasks for the required Fusion Middleware products. This includes updating the OWSM policies. |
Mandatory |
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Mandatory |
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Mandatory |
Mandatory for Spaces |
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Optional |
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Optional |
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Mandatory |
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Mandatory |
Patching an Oracle WebCenter Portal 11.1.1.1.0 Installation
If you are currently running Oracle WebCenter Portal 11g (11.1.1.1.0), you must update your Oracle Fusion Middleware environment to 11g (11.1.1.2.0) before applying the Oracle WebCenter Portal 11g (11.1.1.6.0) patch. Figure 7 illustrates the steps required.
Click the flow chart for more information on how to complete each step.
Click the flow chart or use Table 7 to navigate to the appropriate Guide.
Table 7 Applying the Latest Patch to Oracle WebCenter Portal 11.1.1.1.0
| Task and link to more information | Mandatory or Optional? | Notes |
|---|---|---|
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Prepare to patch Oracle WebCenter Portal to Release 11.1.1.2.0 |
Mandatory |
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Patch Fusion Middleware products and Oracle WebCenter Portal to 11.1.1.2.0 |
Mandatory |
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Perform post-migration configuration for Oracle WebCenter Portal |
Mandatory |
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Reconfigure ID store & migrate application policy and credential store |
Mandatory |
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Optional |
Only if used in 11.1.1.1.0 |
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Optional |
Only if used in 11.1.1.1.0 |
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Mandatory |
Spaces only |
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Mandatory |
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Mandatory |
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Mandatory |
Spaces only |
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Mandatory |
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Optional |
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Perform post-migration configuration for other FMW components |
Mandatory |
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Mandatory |
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Mandatory |
3 Existing Oracle WebCenter Portal 10g Installation - Roadmap
If you are currently running Oracle WebCenter 10g (10.1.3) you must upgrade your Oracle Application Server 10g environment to Oracle Fusion Middleware 11g, and then upgrade your WebCenter Portal applications from 10g (10.1.3) to 11g (11.1.1.6.0). Figure 8 illustrates the steps required.
Click the flow chart for more information on how to complete each step.
Before you start, you may also like to read:
Click the flow chart or use Table 8 to navigate to the appropriate Guide.
Table 8 Upgrading from Oracle WebCenter 10g 10.1.3
| Task and link to more information | Mandatory or Optional? | Notes |
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Mandatory |
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Mandatory |
Optionally upgrade SOA & ADF |
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Upgrade WebCenter Portal service back-ends (Discussions, OCS, Wiki & Blog Server) |
Mandatory |
Only mandatory for services that you use |
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Migrate data on Oracle Content DB and Oracle Wiki and Blog server |
4 Documentation Accessibility
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Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Portal, 11g Release 1 (11.1.1.6.0) for Windows
E22628-02
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