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Oracle® WebCenter Portal Installation and Configuration Roadmap
11g Release 1 (11.1.1.7.0) for Windows

Part Number E22628-03
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Oracle® WebCenter Portal

Installation and Configuration Roadmap

11g Release 1 (11.1.1.7.0) for Windows

E22628-03

April 2013

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 use the links in Table 1 to jump to the Guide that you need.

Figure 1 Starting Points for WebCenter Portal Installation

Description of Figure 1 follows Click to open Installation Guide for Oracle WebCenter Portal Click to open Installation Guide for Oracle WebCenter Portal Click to open Enterprise Deployment Guide for Oracle WebCenter Portal Click to open Enterprise Deployment Guide for Oracle WebCenter Portal Click to open Oracle Fusion Middleware Patching Guide Click to open Oracle Fusion Middleware Patching Guide Click to open Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF Click to open Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF
Description of "Figure 1 Starting Points for WebCenter Portal Installation"

Table 1 Starting Points for WebCenter Portal Installation

Starting Point Install Summary Detailed Instructions

New WebCenter Portal Installation

   
  • Install WebCenter Portal in a simple, non-clustered topology?

Roadmap

Oracle Fusion Middleware Installation Guide for Oracle WebCenter Portal

  • Install WebCenter Portal in an enterprise topology?

Roadmap

Oracle Fusion Middleware Enterprise Deployment Guide for Oracle WebCenter Portal

Existing WebCenter Portal Installation

   
  • Upgrade from a previous 11g release to the current version?

Roadmaps

Oracle Fusion Middleware Patching Guide

  • Upgrade from a previous 10g release to the current version?

Roadmap

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:

Figure 4 shows post-installation steps required to configure WebCenter Portal components and services that are required for both topologies. Use Table 4 to navigate to the appropriate Guide.

Before you start, you might like to read:

Figure 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology

Description of Figure 2 follows Perform pre-install tasks for WebCenter Portal Verify system requirements Install and configure a database Create schemas Install WebLogic Server and create Middleware Home Download WebCenter Portal software Install WebCenter Portal Install other Fusion Middleware products: Oracle WebCenter Content Server Install other Fusion Middleware products: Oracle SOA Suite (BPEL server) Install other Fusion Middleware products: Oracle Web Tier (Oracle HTTP Server) Configure a domain for WebCenter Portal Extend the WebCenter Portal domain if required Extend the WebCenter Portal domain: Extend for additional WebCenter Portal products Extend the WebCenter Portal domain: Create a custom managed server for Framework applications Extend the WebCenter Portal domain: Create a custom managed server to deploy Portlet Producer applications Extend the WebCenter Portal domain: Enable Oracle BPM Process Spaces Start the servers: Launch Admin server Start the servers: Set up and start Node Manager Start the servers: Launch the managed servers Start the servers: Verify the installation Install and configure security components Install and configure security components: Install external LDAP ID store Install and configure security components: Configure WebCenter Portal to use LDAP ID store Install and configure security components: Reassociate policy and credential stores Install and configure security components: Configure single sign-on Configure domain for Content Server Configure domain for Content Server: Set up Content Server for WebCenter Portal Configure domain for Content Server: Install and configure Inbound Refinery Configure domain for Content Server: Configure dynamic converter Configure domain for Content Server: Configure Oracle HTTP Server for single sign-on Configure domain for Content Server: Connect WebCenter Portal to Content Server Configure domain for Content Server: Include Content Server context root in connection Install and configure back-end components: Connect to analytics collector Install and configure back-end components: Connect to BPEL server Install and configure back-end components: Connect to discussion server Install and configure back-end components: Configure Spaces workflows Install and configure back-end components: Register portlet producers Install and configure back-end components: Register pagelet producer Install and configure back-end components: Connect to presence server Install and configure back-end components: Configure SES Search Install and configure back-end components: Configure personalization Install and configure back-end components: Connect to mail server Install and configure back-end components: Connect to events server
Description of "Figure 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology"

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

Perform pre-install tasks

Mandatory

 

Verify system requirements, then install and configure a database

Mandatory

 

Create schemas for the Spaces application

Create schemas for WebCenter Portal applications

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 ACTIVITIES schema cannot be shared.

Install Oracle WebLogic Server

Mandatory

 

Install Oracle WebCenter Portal:

Mandatory

 

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.

Oracle HTTP Server (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.

Configure a domain for WebCenter Portal

Mandatory

You may choose to create a new domain or extend an existing domain for WebCenter Portal.

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.

Start the servers:

Mandatory

 

Install and configure external LDAP ID store

Mandatory

Mandatory for Oracle WebCenter Content Server and Discussions

Configure the domain for Oracle WebCenter Content Server

Optional

Mandatory for Content Presenter, wiki and the Documents service.

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


Figure 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology

Description of Figure 3 follows Verify hardware requirements Verify software requirements Install and configure a database Configure network components Set up shared storage Configure credential and policy store Install Oracle HTTP Server (OHS) Install WebLogic Server and create a Middleware home Install Oracle WebCenter Portal Enable VIP1 Create domain Configure Oracle HTTP Server Extend domain for SOA components Extend domain for WebCenter Portal products Set up and start Node Manager Configure Java Object Cache Connect to discussions server Connect to analytics collector Connect to BPEL server Configure Spaces workflows Register portlet producers Register pagelet producer Connect to presence server Configure SES Search Configure personalization Connect to mail server Connect to events server Extend domain for Oracle WebCenter Content Server Propagate domain to WebCenter Portal host Set up Content Server for WebCenter Portal Configure OHS for Content Server Connect WebCenter Portal to Content Server Integrate with Oracle Identity Management
Description of "Figure 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology"

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

Verify hardware requirements

Mandatory

 

Verify software requirements

Mandatory

 

Install and configure a database

Mandatory

 

Configure network components

Mandatory

 

Set up shared storage

Optional

 

Configure credential and policy store

Mandatory

 

Install Oracle HTTP Server (OHS)

Mandatory

 

Install WebLogic Server and create a Middleware home

Mandatory

 

Install Oracle WebCenter Portal

Mandatory

 

Enable VIP1

Mandatory

 

Create domain

Mandatory

 

Configure Oracle HTTP Server

Mandatory

 

Extend domain for SOA components

Optional

 

Extend domain for WebCenter Portal components

Mandatory

Option to configure the domain for the Spaces application or create a custom managed server for WebCenter Portal applications

Set up Node Manager

Mandatory

 

Configure Java Object Cache

Mandatory

 

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

Extend domain for Oracle WebCenter Content Server

Optional

Mandatory for the Spaces application

Propagate domain to WebCenter Portal host

Optional

Mandatory for the Spaces application

Set up Content Server for WebCenter Portal

Optional

Mandatory for the Spaces application

Configure OHS for Content Server

Optional

Mandatory for the Spaces application

Connect WebCenter Portal to Content Server

Optional

Mandatory for the Spaces application

Integrate with Oracle Identity Management

Mandatory

 

Figure 4 Post-install Configuration for WebCenter Portal Components and Services

Description of Figure 4 follows Get Spaces up and running Get Documents service working Get Activity Stream service working Get Discussion/Announcement service working Configure cluster support Get portlet producers working Get pagelet producers working Get Analytics service working Get Activity Graph service working Enable single Activity Graph engine Get Personalization service working Get IMP service working Get Event service working Get Mail service working Get Search service working Get Worklist service working Get RSS news feeds working Get REST working Get Subscriptions and Notifications working
Description of "Figure 4 Post-install Configuration for WebCenter Portal Components and Services"

Use Table 4 to navigate to the appropriate Guide.

Table 4 Getting WebCenter Portal Components and Services Working

WebCenter Portal Component/Service Feature Documentation

Spaces application

 

Get Spaces up and running

Documents service

Document management, wikis, blogs, content presenter

Connect to content repository

Activity Stream service

Activity streaming

Requires Oracle WebCenter Content Server to be set up for the Document service

Discussions and Announcement services

Discussion forums and announcements

Connect to discussion server

In a clustered environment, additional configuration is required. More

Portlet producers

WSRP, PDK-Java portlets

Register portlet producers

Pagelet producers

Pagelets

Register pagelet producer

Analytics service

Analytics reports

Connect to analytics collector

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

Personalization service

Personalization scenarios

Configure personalization

Instant Messaging and Presence service

Presence status, other presence options (such as send mail, send instant message, start phone conference)

Connect to presence server

Event service

Personal calendar and Space event management

Connect to events server

Mail service

Mail task flow

Connect to mail server

Search service

Search task flows

Configure SES Search

Worklist service

Worklist task flows

Connect to BPEL server

RSS News Feeds

External RSS news feeds

Configure proxy for RSS

REST services

RESTful interface to WebCenter Portal services

Configure REST

Subscriptions and Notifications

Notifications about subscribed services and objects

Configure notifications


2 Existing Oracle WebCenter Portal 11g Installation - Roadmaps

Table 5 lists the Oracle WebCenter Portal installation scenarios that you can patch to the latest release 11.1.1.7.0, and guides you to the documentation in Oracle Fusion Middleware Patching Guide.

Table 5 Applying the Latest Patch to Oracle WebCenter Portal 11g Installations

Starting Point Documentation Link in Oracle Fusion Middleware Patching Guide

Oracle WebCenter Portal 11.1.1.6.0 Installation

See section "Patching an Oracle WebCenter Portal 11.1.1.6.0 Installation"

Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation

See section "Patching an Oracle WebCenter 11.1.1.4.0 or 11.1.1.5.0 Installation"

Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation

See section "Patching an Oracle WebCenter 11.1.1.2.0 or 11.1.1.3.0 Installation"

Oracle WebCenter Portal 11.1.1.1.0 Installation

See section "Patching an Oracle WebCenter 11.1.1.1.0 Installation"


Before you start, you may also like to read Oracle Fusion Middleware Installation Planning Guide.

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 (11.1.1.7.0). Figure 5 illustrates the steps required. Use Table 6 to navigate to the appropriate Guide.

Before you start, you may also like to read:

Figure 5 Upgrading from Oracle WebCenter 10g 10.1.3

Description of Figure 5 follows Prepare for upgrade from 10g Upgrade WebCenter environment (optionally SOA and ADF) Upgrade WebCenter service back-ends (Discussions, OCS, Wiki and Blog Server) Upgrade WebCenter applications Upgrade portlet producers Migrate data (OCS and wikis and blogs)
Description of "Figure 5 Upgrading from Oracle WebCenter 10g 10.1.3"

Use Table 6 to navigate to the appropriate Guide.

Table 6 Upgrading from Oracle WebCenter 10g 10.1.3

Task and link to more information Mandatory or Optional? Notes

Prepare for upgrade from 10g

Mandatory

 

Upgrade WebCenter Portal environment

Mandatory

Upgrade ADF. Also upgrade SOA if installed

Upgrade WebCenter Portal service back-ends (Discussions, Wiki & Blog Server, Oracle WebCenter Content Server)

Mandatory

Only mandatory for services that you use

Upgrade WebCenter Portal applications

Mandatory

 

Upgrade portlet producers

Mandatory

 

Migrate data on Oracle Content DB and Oracle Wiki and Blog server

Mandatory

 

4 Documentation Accessibility

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Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Portal, 11g Release 1 (11.1.1.7.0) for Windows

E22628-03

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