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Oracle® Fusion Middleware Upgrade Guide for Oracle WebCenter Content
11g Release 1 (11.1.1.7.0)

Part Number E16451-04
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5 Oracle WebCenter Content Post-Upgrade Tasks and Considerations

This chapter describes post-upgrade steps required for upgrading your Oracle WebCenter Content.

This chapter contains the following sections:

5.1 Post-Upgrade Tasks and Considerations for Oracle WebCenter Content

You must perform the following additional post-upgrade tasks after you have completed the procedure in Section 4.6:

5.1.1 Starting the Managed Servers

To start the Managed Server for Oracle WebCenter Content, follow the instructions described in "Starting Managed Servers" in the Oracle WebCenter Content Installation Guide.

5.1.2 Post-Upgrade Configuration Page

Instead of a post-installation Content Server Configuration page, a post-upgrade Content Server Configuration page appears. For more information, see "Completing the WebCenter Content Configuration" in the Oracle WebCenter Content Installation Guide.

  1. Under Instance Information, the original 10g weblayout and vault directories are shown. If you want to move these directories, specify the new locations in this form.

  2. You may need to change the HttpServerAddress since the 11g server is running inside a WebLogic Server. For example, if the 10g server was running under Apache, or any another Web server, it may have been running on port 80 (the default for Web servers). The default port number inside WebLogic Server for Content Server is 16200, (in the Configuration Wizard, there was an option to change this value), so the HttpServerAddress must be updated to contain the correct TCP port number. The hostname portion of the server address may also need to be updated to reflect any change. The default value for HttpServerAddress is derived from the current WebLogic Server settings after you start the managed server.

  3. A list of components installed on the 10g server appears below the form fields. Many of these components are packaged with the 11g server, so those components are not copied during the upgrade. Some components may no longer be supported, and are not copied over for other reasons. This table describes the reason for each component. Custom components are also included in this list. The upgrade process build each 10g custom component using the same mechanism that the Component Manager's "Download" uses to build a component (the same mechanism that Component Wizard's "Build" uses). The resulting components' zip files are copied into the 11g server but are not installed or enabled. Below the table is a description of where these component zip files are located. Take note of this location.

  4. Click Submit to save these configuration changes. After successfully saving these changes, a page appears explaining that you must restart the node.

  5. Restart the managed servers.

5.1.3 OracleTextSearch with External Database or SES

If your Oracle Universal Content Management 10g instance has an OracleTextSearch set up with an external database or SES, you must edit the associated database to remove the value in the Configuration Class setting, and restart the managed server.

5.1.4 Oracle Universal Content Management and Connection Server

In 10g, the Connection Server component allows registering content with a Content Server Archive and also allows publishing through the Connection Server. This component is not supported in the Oracle WebCenter Content 11g release.

The following features of Connection Server 10g are still available and are supported, as long as Connection Server 10g is supported:

  • Connection Server 10g that enables publishing files from a file system to multiple file systems. This is still supported. In the future releases the same functionality will be provided by the Deployment Server.

  • Connection Server 10g can still be used to crawl an 11g Site Studio Web Site. However, a new component in Oracle WebCenter Content 11g, Site Studio Publisher, is the preferred method to crawl Site Studio web sites and produce static file representations of these sites. After the representation is made, the Connection Server can be used to publish the files or any other tool can be used to move the files from one server to another.

Note:

Site Studio Publisher is not the same as the Site Studio Publishing Utility 10g.

5.1.5 Content Server User Log In and Oracle WebLogic Server

Although user log in can still be created and managed on Content Server by using the User Admin applet, they are not valid for authentication purposes, unless they are also created on an Oracle WebLogic Server.

If you use an LDAP server and creates a user log in with the same name as a local user defined in Content Server with the User Admin applet, the LDAP user is authenticated against LDAP when logging in, but receives roles assigned to the local user.

5.1.6 Internal User Log In for Oracle WebCenter Content

In the earlier versions of Oracle WebCenter Content, two types of users are defined:

  • External users: In Oracle Universal Content Management 10g, when an external user logs in, Content Server uses the external storage mechanism to validate the log in. For example, checking the username and password. In 11g, with oracle WebLogic Server, the administrators must configure WebLogic Server to use the same storage mechanism. Users can then log in to WebLogic Server just as they used to in UCM 10g. UCM username, password, saved preferences, and other information remains the same.

  • Local users: In Oracle Universal Content Management 10g, when a local user logs in, Content Server validates the log in by comparing the hashed passwords. In Oracle WebCenter Content 11g, with Oracle WebLogic Server, until a WebLogic Server log in is created for all UCM's, local users are unable to log in. Once administrators create the WebLogic Server log in, using an external storage mechanism, or by creating accounts using Enterprise Manager, users are able to log in to WebLogic Server using their new password. The old UCM username, saved preferences, and some other information remains the same; though the password may change.

When a new WebLogic Server log in is created, the user can log in through WebLogic Server and Content Server creates a user directory for the user. Content Server uses this directory for maintaining saved preferences and other information about that user. If that directory already exists, the existing preferences will apply to this user. As a result, when an old, local 10g UCM user logs in to a newly created 11g WebLogic Server log in using the same username, their 10g preferences already exist and the system works as expected.

5.1.7 Customizing Properties in Previous Oracle WebCenter Content Versions

If the properties of metadata fields used by standard components are in an earlier version of Oracle WebCenter Content, those customizations may need to be re-applied after the upgrade. After upgrading, the properties resets automatically to reflect the default preferences. For example, if a field has been customized to be visible on a check-in page in an earlier version, after upgrading, that field may be invisible again because the default rules for the component are applied.

5.1.8 Setting the Microsoft SQL Server Schema Name and JDBC Username

When you upgrade Oracle Universal Content Management with a Microsoft SQL Server database, the schema name and the JDBC username must be the same. Otherwise, the schema upgrade fails.

5.1.9 Upgrading Inbound Refinery

Oracle does not recommend upgrading Inbound Refinery (IBR) from earlier versions. Instead, install and configure the 11g version of Inbound Refinery and adjust the Content Server provider to use the newly installed application.

5.1.10 Using the Web Root as a Context Root

After upgrading to 11g, the web root value for your 10g system is used as the context root for your 11g system.

5.1.11 Changing the Folders Configuration to Contribution Folders

Oracle WebCenter Content Server provides a hierarchical folder interface, through either the Folders or Contribution Folders feature, for organizing and managing content in the repository. You cannot have both Folders (FrameworkFolders component) and Contribution Folders (Folders_g component) enabled on a Content Server instance.

Having both features enabled is not a supported configuration because some features, including the CoreWebdav system component, would not work correctly with both enabled. On a production system, you need to disable the Folders_g component and enable the FrameworkFolder component for Oracle WebCenter Content.

When you upgrade 10g with folders_g enabled to 11g WebCenter Content, after upgrading FrameworkFolder is enabled.

The following folders_g message appears:

The Folders_g component is in use but is now deprecated. Folders_g is replaced with the FrameworkFolders component which implements the Folders feature. Folders_g data can be migrated to the new Folders feature. (If you wish to continue using Folders_g and not see this message, set the configuration variable DisableFoldersgDeprecationMesssage=1)

If you did not have folders_g in 10 g and upgrades to 11g, you will have FrameworkFolder enabled after upgrading and will not receive any alert message, because only FrameworkFolder is enabled.

To change the Folders configuration to Contribution Folders:

  1. In the Content Server Administration menu, click Admin Server.

  2. On the Component Manager page, select Folders to display the Folders category of components.

  3. Deselect the Folders_g component.

  4. Click Update, and then click OK, when prompted, to confirm disabling the component.

  5. In the first paragraph of the Component Manager page, click advanced component manager.

  6. In the Disabled Components box on the Advanced Component Manager page, select FrameworkFolders, and click the Enable button.

  7. Restart Content Server, as described in "Restarting a Managed Server" in the Oracle WebCenter Content Installation Guide.

5.1.12 Enabling the New Storage Rules

If you have upgraded the DefaultFileStore provider in Enterprise Content Management 10g, then after upgrading to WebCenter Content 11g, the default storage rules are not available. In Enterprise Content Management 10g, to use the file storage rules, upgrading the DefaultFileStore provider was required.

You can enable the storage rule by performing the following:

  1. Open the config.cfg file, which is located at intradoc dir/config, in a text editor and edit it as: UpdateFilestoreProvider=true.

  2. After you complete editing the config.cfg file, restart your server.

5.1.13 Configuring the dDocCreatedDate Attribute

After upgrading from 10g to 11g a new document attribute, dDocCreatedDate is introduced. The resulting attribute needs to be manually configured to support sorting from a search query.

Complete the following steps to configure it:

  1. To access the running Content Server instance, start a web browser and enter the following URL: http://managedServerHost:managedServerPort/cs

    For managedServerHost, specify the name of the computer that hosts the Oracle WebLogic Server Managed Server for the WebCenter Content domain where the Content Server instance is installed. For managedServerPort, specify the listen port number for the Oracle WebLogic Server Managed Server for the WebCenter Content domain where the Content Server instance is installed.

    Log in with the administrator user name and password for Oracle WebLogic Server. The default port number for WebCenter Content with the Content Server instance is 16200. For example: http://myHost.example.com:16200/cs

  2. Expand Administration on the left pane and select Admin Applets.

  3. Click Configuration Manager.

  4. Ensure that the Information Fields tab is selected, and then click Advanced Search Design.

  5. In the Advance Search Design window, select dDocCreatedDate, and click Edit.

  6. Select the Is sortable option and click OK.

5.2 Post-Upgrade Tasks and Considerations for Oracle WebCenter Content: Records

For Oracle WebCenter Content: Records post-upgrade tasks, follow the same steps as described in Section 5.1.

For more information about post-installation tasks for Oracle WebCenter Content: Records, See "Setting Up The Software" in the Oracle WebCenter Content Setup Guide for Records.

You must perform the following additional post-upgrade tasks after you have completed the procedure in Section 4.6:

5.2.1 Starting the Managed Servers

To start the managed server for Oracle WebCenter Content, follow the instructions described in "Starting Managed Servers" in the Oracle WebCenter Content Installation Guide.

5.2.2 Post-Upgrade Configuration Page

For more information, see Post-Upgrade Configuration Page.

5.2.3 Oracle WebCenter Content: Records Content Basket Creation

In the earlier versions of Oracle WebCenter Content: Records, each user was automatically assigned a content basket. In the current version of the software, you must create your own content baskets. Any items in your basket prior to upgrading are not retained.

5.2.4 Oracle WebCenter Content: Records Scheduled Jobs

If any jobs were scheduled in previous versions of Oracle WebCenter Content: Records, such as Scheduled Screening Reports and URM Agent Scheduled Events, those jobs must be rescheduled. Schedule times and frequency are not automatically assigned during the upgrade process.

5.2.5 Oracle WebCenter Content: Records Custom Dispositions

If custom dispositions were previously created using an earlier version of Oracle WebCenter Content: Records, those dispositions should be re-examined and updated to use the newest services and actions. The Action Service parameters have changed from previous versions of this software and any changes to existing custom dispositions are not mapped automatically.

5.2.6 Oracle PCM Customized Icons

If customized icons were created in a previous version of the Physical Content Management software, they are not automatically transferred during an upgrade. They must be copied after upgrading.

5.2.7 Oracle WebCenter Content: Records Enable Features Display

After upgrading to 11g, you must navigate to the Enabled Features page, configure your system to the desired installation level, and click the Submit button. If there is a dependency on existing data, some features and actions are auto enabled by the system during the submission of this display. Before performing any type of setup steps following the Configure Installation link in the setup checklist display, you must submit (save) this display, and restart Content Server.

5.2.8 Dropping Oracle URM 10g Tables

When you install RM or URM, several database tables are created. When you uninstall them, those tables are not removed automatically. You must manually drop the tables to ensure that no data is accidentally lost. If you uninstall RM or URM but do not manually drop the tables, the upgrade process does not modify it. So, when you attempt to reinstall RM or URM after upgrading the old tables (from 10g) conflicts with the new 11g system.

5.2.9 Oracle WebCenter Content: Records Set Scripts Option

When you create a simple profile on Oracle WebCenter Content: Records11g, the Set Scripts option, where you can enter pre-submit and post-submit scripts using idocscripts, which was available in 10g is no longer available.

5.2.10 Verifying the Settings for Oracle WebCenter Content: Records

Verify all settings for Simple Profiles after upgrading. Some settings are not carried over automatically during the upgrade process.

5.2.11 Editing the config.cfg File

After upgrading to Oracle WebCenter Content: Records, you must open the config.cfg file, which is located at intradoc dir/config, in a text editor and update the HttpRelativeWebRoot parameter to HttpRelativeWebRoot=/urm/.

Note:

You must enter /urm/ as the default value. If you specify any other value, the Oracle WebCenter Content: Records server will not start.

After you complete editing the config.cfg file you must restart your server.

5.2.12 Importing Related Content Links

If you import an archive from a 10g version of the software to the 11g version that includes a Related Content table, the import must be done in two steps. First import the content items in an archive. Then import the Related Content table.

5.3 Installing Custom Components

Oracle recommends testing all custom components in a development environment with an 11g content server before implementing them in a production environment. Changes in the content server may cause 10g customizations to behave differently or incorrectly.

  1. Log in to the server through the Content Server UI.

  2. Click the Admin Server link under the Administration menu, and select the UCM Admin Server.

  3. For each 10g component that you want to install in 11g, do the following:

    1. Click the advanced component manager link under the Component Manager heading.

    2. Click Browse in the Install New Component section.

    3. Go to the $IntradocDir/upgrade/components/ directory and select the component zip file.

    4. Click Install.

    5. Click Continue.

    6. Click one of the Click here links to return to the Component Manager and optionally enable this component.

  4. Once all desired components are installed, restart the managed server once more.