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Oracle® Fusion Middleware Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF
11g Release 1 (11.1.1.7.0)

Part Number E10127-07
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6 Upgrading an Oracle SOA Suite 10g Environment

This chapter describes how to upgrade your Oracle SOA Suite environment from Oracle Application Server 10g to Oracle Fusion Middleware 11g.

Upgrading this environment and your applications includes the following tasks:

6.1 Task 1: Decide Upon an Oracle SOA Topology

Before you begin the upgrade process, decide upon a topology for your new Oracle Fusion Middleware 11g environment.

For more information, see Section 3.2, "Information for Oracle SOA Suite Users".

Note that the instructions in this guide provide the steps for upgrading a basic Oracle SOA Suite environment. After reviewing the content of this guide, you should be able to transfer this knowledge to a more complex production environment.

For specific information about setting up a production environment that takes advantage of clustering and high availability, refer to the Oracle Fusion Middleware Enterprise Deployment Guide for Oracle SOA Suite.

For an overview of the high-level tasks you must perform when upgrading an enterprise deployment, see "Planning an Enterprise Deployment" in the Oracle Fusion Middleware Upgrade Planning Guide.

6.2 Task 2: If Necessary, Upgrade the Oracle Database That Hosts the Oracle SOA Suite Schemas

If you are upgrading an Oracle SOA Suite environment, then you must ensure that the version of the database that will contain the Oracle SOA Suite schemas is supported by Oracle Fusion Middleware 11g.

You can install a new database, or upgrade your existing database to a supported version.

Note that if your upgrade involves multiple databases, then you might have to upgrade both the source database and the target database before proceeding with the upgrade. For example, the Oracle BAM upgrade can involve separate source and target databases.

For instructions on verifying that your database meets the requirements of Oracle Fusion Middleware 11g, see "Upgrading and Preparing Your Databases" in the Oracle Fusion Middleware Upgrade Planning Guide.

6.3 Task 3: Use the Repository Creation Utility to Install the 11g SOA Schemas

If you are upgrading Oracle SOA Suite, use the Repository Creation Utility to install the schemas in the database.

Repository Creation Utility is a graphical and command-line tool used to create and manage Oracle Fusion Middleware database schemas in your database.

For more information, refer to the following sections:

6.3.1 Running the Repository Creation Utility in Preparation for an Oracle SOA Suite Upgrade

To start the Repository Creation Utility (RCU), you run the rcu command, which is in the root directory of the Repository Creation Utility CD-ROM or (if you have already installed the Oracle SOA Suite software on disk) in the bin directory of the Oracle SOA Suite Oracle home.

For more detailed instructions on how to obtain and run RCU, refer to the Oracle Fusion Middleware Repository Creation Utility User's Guide.

For more information about which schemas to select when running the Repository Creation Utility, refer to Section 6.3.2, "Selecting the Schemas Required for a Oracle SOA Suite Upgrade".

For more information about the Oracle SOA Suite schemas that are installed by the Repository Creation Utility, refer to "Metadata Repository Schemas" in the Oracle Fusion Middleware Administrator's Guide.

6.3.2 Selecting the Schemas Required for a Oracle SOA Suite Upgrade

You can use the Repository Creation Utility to install the schemas required for all of the Oracle Fusion Middleware software components that require a schema. However, there is no need to install all the schemas unless you plan to install a complete Oracle Fusion Middleware environment and you plan to use the same database for all the Oracle Fusion Middleware component schemas.

For a Oracle SOA Suite upgrade, you must select the following schemas when you prompted by the Repository Creation Utility (as shown in Figure 6-1):

  • Select the Metadata Services schema in the AS Common Schemas category.

    This schema supports Oracle Fusion Middleware Metadata Services (MDS), which is required by some Oracle Fusion Middleware components, as well as for custom applications that support MDS. For more information, see "Understanding the MDS Repository" in the Oracle Fusion Middleware Administrator's Guide.

  • Select the entire SOA Infrastructure category of schemas.

    These schemas are required for the Oracle SOA Suite components.

Figure 6-1 Selecting the Required Schemas for a Oracle SOA Suite Upgrade

Description of Figure 6-1 follows
Description of "Figure 6-1 Selecting the Required Schemas for a Oracle SOA Suite Upgrade"

6.4 Task 4: Install and Configure the Oracle SOA Suite 11g Middle Tiers

Before you upgrade to Oracle Fusion Middleware 11g, you must install and configure an Oracle Fusion Middleware 11g environment that is similar to the topology you set up for Oracle Application Server 10g.

Refer to the following documentation resources for complete instructions on installing and configuring the Oracle SOA Suite middle tiers:

Table 6-1 provides a high-level summary of the main steps you must perform when installing and configuring the Oracle SOA Suite middle tiers, as well as specific references to the procedures you must follow for each step in the Oracle Fusion Middleware Quick Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite.

Note that the procedures described in this section assume you have downloaded the latest version of Oracle WebLogic Server and Oracle Fusion Middleware 11g. For more information, refer to "Obtaining the Latest Oracle WebLogic Server and Oracle Fusion Middleware 11g Software" in the Oracle Fusion Middleware Upgrade Planning Guide.

Table 6-1 Main Steps Required to Install and Configure the Oracle SOA Suite Middle Tiers

Step # Description Section Book

1

Install Oracle WebLogic Server and create the Middleware home

"Running the Installation Program in Graphical Mode"

Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server

2

Install the Oracle SOA Suite software and create the Oracle SOA Suite Oracle home

"Installing Oracle SOA Suite and Oracle Business Process Management Suite"

Oracle Fusion Middleware Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite

3

Configure the Oracle SOA Suite domain

"Configuring Oracle SOA Suite"

Oracle Fusion Middleware Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite

4

Start the Oracle WebLogic Server domain

"Starting the Servers"

Oracle Fusion Middleware Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite

5

Verify the installation

"Verifying the Installation and Configuration"

Oracle Fusion Middleware Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite


6.5 Task 5: If Necessary, Upgrade the SOA Component Schemas

If you are upgrading the Oracle B2B or Oracle BAM components, then you must run the Oracle Fusion Middleware Upgrade Assistant to upgrade these component schemas to 11g.

The Oracle Fusion Middleware Upgrade Assistant automates the upgrade of many aspects of your Oracle Application Server 10g environment.

The Upgrade Assistant is installed automatically into the bin directory of your Oracle Fusion Middleware Oracle home. You run the Upgrade Assistant once for each 10g schema you are upgrading.

Note:

If you are upgrading a 10g Release 3 (10.1.3.1.0) Oracle home that was installed using the Basic Installation option, then there is no need to run the Upgrade Assistant. When you select the 10g Release 3 (10.1.3.1.0) Basic Installation option, the installer does not install any components that can be upgraded by the Oracle Fusion Middleware Upgrade Assistant.

Refer to the following sections for more information:

6.5.1 Task 5a: Start the Upgrade Assistant for an Oracle SOA Schema Upgrade

To start the Upgrade Assistant using the graphical user interface:

Note:

You can also use the Upgrade Assistant command-line interface to upgrade your Oracle Application Server 10g Oracle homes. For more information, see "Using the Upgrade Assistant Command-Line Interface" in the Oracle Fusion Middleware Upgrade Planning Guide.

  1. Change directory the ORACLE_HOME/bin directory of the Oracle SOA Suite 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 as shown in Figure 6-2.

    Figure 6-2 Upgrade Assistant Welcome Screen

    Description of Figure 6-2 follows
    Description of "Figure 6-2 Upgrade Assistant Welcome Screen"

  3. Click Next to display the Specify Operation screen (Figure 6-3).

    The options available in the Upgrade Assistant are specific to the Oracle home from which it started. When you start Upgrade Assistant from an Oracle SOA Suite and WebCenter Oracle home, the options shown on the Select Operation screen are the valid options for an Oracle SOA Suite and WebCenter Oracle home.

    Figure 6-3 Upgrade Assistant Specify Operation Screen for a SOA Upgrade

    Description of Figure 6-3 follows
    Description of "Figure 6-3 Upgrade Assistant Specify Operation Screen for a SOA Upgrade"

6.5.2 Task 5b: If Necessary, Upgrade the B2B Schema

Refer to the following sections for information about upgrading the Oracle B2B schema:

6.5.2.1 General Information About the B2B Schema Upgrade

If you are using Oracle Application Server 10g Release 2 (10.1.2) and you are upgrading Oracle Application Server Integration B2B, then you will need to upgrade the B2B schema in your database.

See Also:

Oracle Fusion Middleware User's Guide for Oracle B2B in the Oracle Application Server 10g Release 2 (10.1.2) Documentation Library on the Oracle Technology Network:

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

When you upgrade the B2B schema from 10g Release 2 (10.1.2), you must apply a software patch to your 10g Release 2 (10.1.2) installation, and then export the B2B 10g schema from your database. The exported data is saved to a ZIP file on disk. Then, you can import the data into the database that contains your Oracle Fusion Middleware 11g component schemas.

6.5.2.2 Applying the Required Patch Set to the Oracle B2B 10g Middle Tier

Before you can perform the Oracle B2B schema upgrade, you must apply the a required patch set to the Oracle Application Server Integration B2B 10g Release 2 (10.1.2) middle tier.

This patch set is required in order to enable the Java command that you use to export the trading partner agreements, as described in the following step.

For specific information about the patch set requirements for upgrade and interoperability with previous Oracle Application Server releases, see the Oracle Fusion Middleware Release Notes.

6.5.2.3 Setting the Maximum Message Size Attribute In the Oracle WebLogic Server Administration Console

The exported customer data from your Oracle B2B 10g schema can result in a very large ZIP file on disk. To be sure that the large file can be imported successfully into the Oracle Fusion Middleware 11g metadata repository database, you should modify the default Maximum Message Size general protocol attribute for the WebLogic managed server where the SOA Suite components are deployed.

To perform this task:

  1. Log in to the Oracle WebLogic Server Administration Console:

    http://localhost:7001/console
    
  2. In the left pane of the Console, expand Environment and select Servers.

  3. On the Summary of Servers page, select the server instance you want to configure. In most cases, the managed server that hosts the SOA components is called soa_server1.

  4. Click Protocols to display the general connection settings for network protocols.

  5. Scroll down to the Maximum Message Size property and set it to 200000000.

6.5.2.4 Performing the B2B Schema Upgrade

Note:

This procedure assumes you have installed and configured your new Oracle Fusion Middleware 11g environment, as described in Section 6.4, "Task 4: Install and Configure the Oracle SOA Suite 11g Middle Tiers"

To upgrade the B2B schema:

  1. Apply the required patch set to the Oracle Application Server Integration B2B 10g Release 2 (10.1.2) middle tier.

    For more information, see Section 6.5.2.2, "Applying the Required Patch Set to the Oracle B2B 10g Middle Tier".

  2. Export the 10g Release 2 (10.1.2) trading partner agreements to an external ZIP file by using the following procedure:

    1. Export the 10g Release 2 (10.1.2) trading partner agreements that you have deployed by running the following command in the Oracle Application Server Integration B2B Oracle home:

      java -ms1024M -mx1024M oracle.tip.repos.export.Export 11g
      

      This Java command creates the following directory, which contains the exported data:

      On Windows systems:

      %TEMP%/export.zip
      

      On UNIX systems:

      /tmp/export.zip
      
    2. Create the following directory in the Oracle Fusion Middleware 11g Oracle home, which can be on the same host or on a different host from the 10g Oracle home:

      On Windows systems:

      ORACLE_HOME\b2b\upgrade
      

      On UNIX systems:

      ORACLE_HOME/b2b/upgrade
      
    3. Copy the export.zip file to the directory you just created.

  3. Use the Oracle WebLogic Server Administration Console to increase the Maximum Message Size property for the SOA component managed server (for example, soa_server1).

    For more information, see Section 6.5.2.3, "Setting the Maximum Message Size Attribute In the Oracle WebLogic Server Administration Console".

  4. Stop the administration server and the managed servers in the Oracle WebLogic Server domain that hosts the BAM application.

    For more information, see "Starting and Stopping Oracle Fusion Middleware" in the Oracle Fusion Middleware Administrator's Guide.

  5. Start the Upgrade Assistant as described in Task 5a: Start the Upgrade Assistant for an Oracle SOA Schema Upgrade.

  6. Select Upgrade B2B Schema on the Specify Operation screen (Figure 6-3).

  7. Refer to Table 6-2 for a description of the Upgrade Assistant screens that require input from you during a B2B Schema upgrade and the options on each screen.

    Note that you are not prompted for the location of the ZIP file that contains the Oracle B2B 10g schema and customer data. Instead, the Upgrade Assistant automatically locates the ZIP file in the location specified in Step 2.

  8. After the Specify Target Database screen, the Upgrade Assistant performs the following tasks and provides the progress on each task:

    • Examines the components and schemas to be upgraded and verifies that they can be upgraded successfully.

    • Provides a summary of the components to be upgraded so you can verify that Upgrade Assistant is upgrading the components and schemas you expect.

    • Provides a progress screen so you can see the status of the upgrade as it proceeds.

    • Alerts you of any errors or problems that occur during the upgrade.

      See Also:

      "Troubleshooting Your Upgrade" in the Oracle Fusion Middleware Upgrade Planning Guide for specific instructions for troubleshooting problems that occur while running the Upgrade Assistant

    • Displays the End of Upgrade screen, which confirms that the upgrade was complete.

  9. When the Oracle B2B schema upgrade is complete, start the administration server and Oracle SOA Suite managed servers in the Oracle WebLogic Server domain where Oracle B2B 11g is running.

Table 6-2 Upgrade Assistant Screens That Require Input During a B2B Schema Upgrade

Upgrade Assistant Screen Description

Specify Target Database

Use this screen to enter the connection details for the database where you installed the Oracle B2B 11g schema with the Repository Creation Utility.

  • Target Database Type - Select Oracle from this drop-down list to upgrade the Oracle B2B schema to an Oracle database.

  • Connect String - Enter the connection string in the following format:

    host:port:SID
    

    For example:

    host3:1521:soaDB3
    
  • User Name - Enter the database user name; if you enter SYS, be sure to enter the string, SYS as SYSDBA.

  • Password - The password for the database user.

Specify Schema Name

Use this screen to select the Oracle B2B 11g schema name and to enter the password for the schema.

This is the password you defined when you were installing the B2B schema with the 11g Repository Creation Utility.


6.5.3 Task 5c: If Necessary, Upgrade the BAM Schema

To upgrade the Oracle BAM schema, refer to the following sections:

6.5.3.1 Understanding the Oracle BAM Schema Upgrade

If you are upgrading Oracle Business Activity Monitoring, then you will need to upgrade the BAM schema in your database.

Note the following about the Oracle BAM schema upgrade:

  • This procedure assumes you have already run the Repository Creation Utility and created the new Oracle BAM 11g schema in a supported database. When you create the Oracle BAM 11g schema it does not overwrite the existing Oracle BAM 10g schema.

  • To upgrade the Oracle BAM schema, you must identify a database that contains the Oracle BAM 10g schema and a database that contains the Oracle BAM 11g schema.

  • Note that the 10g schema and the 11g schema can reside in the same database or in different databases; in either case, you must identify the source and the target database.

6.5.3.2 About Upgrading From Previous Versions of Oracle BAM

If you are using Oracle Application Server 10g Release 2 (10.1.2) and you want to upgrade Oracle Business Activity Monitoring to Oracle Fusion Middleware 11g, then you must first upgrade to Oracle Application Server 10g Release 3 (10.1.3).

Refer to Section 3.5, "Upgrading an Installation" in the Oracle Business Activity Monitoring Installation Guide in the Oracle Application Server 10g Release 3 (10.1.3.1.0) documentation library on the Oracle Technology Network:

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

6.5.3.3 Applying the Required Patch Set to the Oracle Database That Contains the Oracle BAM Schema

Before you can upgrade the Oracle BAM schema, you must apply a patch set to the Oracle Database that contains the Oracle BAM 10g schemas.

For specific information about the patch set requirements for upgrade and interoperability with previous Oracle Application Server releases, see the Oracle Fusion Middleware Release Notes.

6.5.3.4 Performing the Oracle BAM Schema Upgrade

To upgrade the BAM schema:

  1. Stop the administration server and the managed servers in the Oracle WebLogic Server domain that hosts the BAM application.

    For more information, see "Starting and Stopping Oracle Fusion Middleware" in the Oracle Fusion Middleware Administrator's Guide.

  2. Start the Upgrade Assistant as described in Task 5a: Start the Upgrade Assistant for an Oracle SOA Schema Upgrade.

  3. Select BAM Schema on the Specify Operation screen (Figure 6-3).

  4. Refer to Table 6-3 for a description of the Upgrade Assistant screens that require input from you during a Oracle BAM schema upgrade and the options on each screen.

  5. After the Specify Schema Name screen, the Upgrade Assistant performs the following tasks and provides the progress on each task:

    • Examines the components and schemas to be upgraded and verifies that they can be upgraded successfully.

    • Provides a summary of the components to be upgraded so you can verify that Upgrade Assistant is upgrading the components and schemas you expect.

    • Provides a progress screen so you can see the status of the upgrade as it proceeds.

    • Alerts you of any errors or problems that occur during the upgrade.

      See Also:

      "Troubleshooting Your Upgrade" in the Oracle Fusion Middleware Upgrade Planning Guide for specific instructions for troubleshooting problems that occur while running the Upgrade Assistant

    • Displays the End of Upgrade screen, which confirms that the upgrade was complete.

Table 6-3 Upgrade Assistant Screens That Require Input During a BAM Schema Upgrade

Upgrade Assistant Screen Description

Specify Source Database

Use this screen to enter the database connection details for the database that contains the Oracle BAM 10g schema.

Specify Target Database Details

Use this screen to enter the database connection details for the database that contains the Oracle BAM 11g schema that you created with the Oracle Fusion Middleware Repository Creation Utility.

Specify Schema Name

Use this screen to select the Oracle BAM 11g schema and enter the password for the BAM schema. This is the Oracle BAM schema password that you set in the Repository Creation Utility when you installed the schema in the database.

Examining Components

This page shows the status of examination phase, where the upgrade assistant verifies the source and target schema.


6.5.3.5 Recovering From and Retrying an Interrupted Oracle BAM Schema Upgrade

If the Oracle BAM schema upgrade is interrupted for any reason, you might have to perform some recovery steps before you can retry the upgrade procedure.

Note:

The procedure for upgrading the Oracle Business Activity Monitoring (BAM) schema is documented in the Oracle Fusion Middleware Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF.

During a Oracle BAM schema upgrade, the Upgrade Assistant automatically performs several tasks for you, including exporting the Oracle BAM schema from the source database and importing it into the database that hosts your Oracle Fusion Middleware 11g schemas. Upgrade Assistant uses Oracle Data Pump to perform the export and import operations.

If the Oracle BAM schema upgrade is interrupted (for example, if you exit the Upgrade Assistant during the upgrade, or if the database goes down), then you can recover from the upgrade interruption by using the following instructions:

  1. Connect to the database that hosts the Oracle BAM 11g schemas.

    Use the same database user and password that you used when connected to the database from the Upgrade Assistant.

    For example:

    connect sys/mypassword as sysdba
    
  2. Enter the following SQL command to identify whether or not any Oracle Data Pump jobs are currently running:

    SELECT * FROM DBA_DATAPUMP_JOBS;
    
  3. If any Oracle Data Pump jobs are running, then wait until the job complete before proceeding to the next step.

  4. Enter the following SQL command to drop a specific database table that was created during the export process.

    DROP TABLE ORACLEBAM1013_EXPORT;
    

    If the table exists, you cannot retry the upgrade, because the upgrade procedure will not run successfully.

  5. Run the Upgrade Assistant again and retry the Oracle BAM upgrade.

6.5.3.6 Locating and Configuring the Oracle BAM Upgrade Log Files

When you use the Upgrade Assistant to upgrade Oracle BAM, the Upgrade Assistant uses the Morpheus command line utility to perform the 11g schema upgrade and report conversions, so the upgraded 10g schema can be used in Oracle BAM 11g.

The Morpheus command-line utility is located in following folder in the Oracle SOA Suite 11g Oracle home:

  • On Windows systems:

    ORACLE_HOME\bam\bin\morpheus.bat
    
  • On UNIX systems:

    ORACLE_HOME/bam/bin/morpheus
    

When the BAM upgrade runs the morpheus utility, it logs all the Morpheus-related log messages in an upgrade output log file identified by an .out file extension, located in the ORACLE_HOME/upgrade/logs folder.

The upgrade log level can be configured by modifying the following configuration file:

ORACLE_HOME/bam/bin/morpheus.logging.properties

6.6 Task 6: Configure Any Required Java EE Features to Support Your SOA Applications

Besides the SOA system components, which are installed during the Oracle WebLogic Server installation, you might have to configure additional Oracle WebLogic Server features to support the SOA applications you deploy.

For example, you may have to define application-required data sources, JMS resources, or other services. The resources and services provided by the Oracle WebLogic Server domain are common to all Java-based applications, including Oracle SOA Suite applications.

For more information, see the Oracle Fusion Middleware Upgrade Guide for Java EE.

6.7 Task 7: Perform Any Required Post-Upgrade Tasks for the SOA Components

Depending upon the components you are upgrading, the following post-upgrade tasks might apply:

6.7.1 Configuring Oracle SOA Suite 11g to Use Identity Management Components

If your Oracle Application Server10g environment relied on any Oracle Identity Management components, such as Oracle Internet Directory, or if you were using any third-party LDAP servers, then you can associate those components with your new Oracle Fusion Middleware 11g environment.

Specifically, you can use Oracle Enterprise Manager Fusion Middleware Control to associate an LDAP directory with Oracle Fusion Middleware, so you can use the LDAP directory as the credential or policy store for the Oracle WebLogic Server domain.

For more information, see the following:

6.7.2 About Case Sensitivity in Oracle Human Workflow

Oracle Human Workflow 10g and Oracle Human Workflow 11g support different default behavior in terms of the case sensitivity of user names, group names, and application role names:

  • In Oracle Human Workflow 11g:

    • By default, all user names in the Human Workflow component are case insensitive, and all user names are stored in lower case.

    • By default, all group names and application role names are always case sensitive.

  • In Oracle Workflow 10g Release 3 (10.1.3), the system was case sensitive to user names, by default, and all user names were stored in same case as seeded.

To keep both environments compatible, you should set the case sensitivity to be the same in 11g as it was in 10g Release 3 (10.1.3).

User name case insensitivity can be changed in workflow-identity-config.xml. The caseSensitive property identifies whether or not user names are case sensitive. This flag should be upgraded using the MBean browser.

For more information, see "Case Sensitivity" in the Oracle Fusion Middleware Developer's Guide for Oracle SOA Suite.