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Oracle® Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer
11g Release 1 (11.1.1)

Part Number E10130-06
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1 Summary of the Oracle Portal, Forms, Reports, and Discoverer Upgrade Process

This chapter provides a high-level summary of the steps required to upgrade an Oracle Portal, Forms, Reports, and Discoverer environment from Oracle Application Server 10g to Oracle Fusion Middleware 11g.

This chapter contains the following sections:

1.1 Flow Chart of the Oracle Portal, Forms, Reports, and Discoverer Upgrade Process

Figure 1-1 provides a flow chart of the Oracle Portal, Forms, Reports, and Discoverer upgrade process. Review this chart to get familiar with the steps you will be required to take, based on your existing Oracle Application Server environment.

Figure 1-1 Flow Chart of the Oracle Portal, Forms, Reports, and Discoverer Upgrade Process

Description of Figure 1-1 follows
Description of "Figure 1-1 Flow Chart of the Oracle Portal, Forms, Reports, and Discoverer Upgrade Process"

1.2 Table Describing the Steps in the Oracle Application Server Upgrade Process

Table 1-1 describes each of the steps in the upgrade process flow chart, which is shown in Figure 1-1. The table also provides information about where to get more information about each step in the process.

Table 1-1 Table Describing the Steps in the Oracle Application Server Upgrade Process

Step Description More Information

Review Upgrade Concepts in the Oracle Fusion Middleware Upgrade Planning Guide

The Oracle Fusion Middleware Upgrade Planning Guide provides a high-level overview of how to upgrade your entire Oracle Application Server environment to Oracle Fusion Middleware, including compatibility information and instructions for upgrading any databases that support your middleware components.

Oracle Fusion Middleware Upgrade Planning Guide

Understand the upgrade starting points

Before planning your upgrade, you should be familiar with the supported starting points for an Oracle Portal, Forms, Reports, and Discoverer upgrade.

Task 1: Understand the Starting Points for Oracle Portal, Forms, Reports, and Discoverer Upgrade

Decide upon an Oracle Portal, Forms, Reports, and Discoverer Topology

With the introduction of Oracle WebLogic Server, the topologies for Oracle Portal, Forms, Reports, and Discoverer have changed somewhat. Before you begin an upgrade, make sure you are familiar with the basic topologies in Oracle Fusion Middleware 11g.

Task 2: Decide Upon an Oracle Portal, Forms, Reports, and Discoverer Topology

If necessary, upgrade the MR database to a supported database version

The Oracle Discoverer and Oracle Portal components require schemas that must be installed in a database. Before you can install or upgrade the schemas, you must make sure the database is a supported version.

Task 3: If Necessary, Upgrade the Database that Contains the Oracle Portal and Oracle BI Discoverer Schemas

Install Discoverer 11g schema using the Repository Creation Utility (RCU)

Use the Oracle Fusion Middleware Metadata Repository Creation Utility to install the Oracle BI Discoverer 11g schema.

Note that there is no need to install the Oracle Portal 11g schema because you will be upgrading your existing 10g Portal schema.

Task 4: Use the Repository Creation Utility to Install the Oracle BI Discoverer Schema in the Database

Install New 11g Middle Tiers

Use the Oracle Portal, Forms, Reports, and Discoverer installer to install your new Oracle Fusion Middleware middle tiers.

When prompted:

  • Configure Oracle Discoverer to use the new 11g Discoverer 11g schemas

  • Configure Oracle Portal to use the existing 10g Portal schema.

Task 5: Install and Configure Oracle Portal, Forms, Reports, and Discoverer Middle Tiers

Run Upgrade Assistant for Each Middle Tier

The Oracle Fusion Middleware Upgrade Assistant copies configuration data from your existing Oracle Application Server middle tiers to the newly installed Oracle Fusion Middleware middle tiers.

Task 6b: Upgrade the Oracle Portal, Forms, Reports, and Discoverer Middle Tiers

Perform Any Required Post-Upgrade Manual Steps for Each Middle Tier

The Upgrade Assistant automates many of the upgrade tasks, but there are cases where you must manually modify the configuration settings after running the Upgrade Assistant.

Task 7: Perform Any Required Post-Upgrade Configuration Tasks

Run Upgrade Assistant to Upgrade Discoverer Schema

The Upgrade Assistant upgrades the Oracle Business Intelligence Discoverer10g schema to 11g.

Task 6c: Upgrade the Oracle BI Discoverer Schema

Run Upgrade Assistant to Upgrade the Portal Schema

The Upgrade Assistant upgrades the Oracle Portal 10g schema to 11g.

Task 6d: Upgrade the Oracle Portal Schema

Use Upgrade Assistant to Verify Upgraded Environment

The Upgrade Assistant provides a feature that will verify the upgraded environment to make sure specific components and URLs are functional.

Task 8: Verify the Oracle Portal, Forms, Reports, and Discoverer Upgrade