Contents

Title and Copyright Information

Preface

• Intended Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Oracle Fusion Middleware Patching and Upgrade Overview

• 1.1 Installation, Patching, and Upgrade Terminology
  • 1.1.1 Patching
  • 1.1.2 Migration
  • 1.1.3 Upgrade
  • 1.1.4 Installation
• 1.2 Patching and Upgrade Tools
• 1.3 About Database Patches for Oracle Fusion Middleware

2 Patching Oracle Fusion Middleware with Oracle OPatch

• 2.1 About Patching with Oracle OPatch
  • 2.1.1 Types of Patches That Are Applied Using OPatch
  • 2.1.2 Types of Patches that Cannot be Applied with OPatch
• 2.2 About OPatch
  • 2.2.1 Getting OPatch
  • 2.2.2 Getting Patches that Can be Applied with OPatch
  • 2.2.3 OPatch Environment Variables
  • 2.2.4 OPatch System Requirements
  • 2.2.5 Backup and Recovery Considerations for Patching
• 2.3 OPatch in a Fusion Middleware Environment
  • 2.3.1 A Typical Patching Scenario
  • 2.3.2 Patching a Fusion Middleware Product
  • 2.3.3 Patching in a Distributed Environment
    • 2.3.3.1 Patching with a Local Middleware Home
    • 2.3.3.2 Patching with a Shared Middleware Home
  • 2.3.4 Patching Artifacts Deployed Outside the Oracle Home
• 2.4 Running OPatch
  • 2.4.1 Applying Patches and Deploying Patched Artifacts to WebLogic Servers
    • 2.4.1.1 Using the OPatch Property File
    • 2.4.1.2 Using the -auto Option
    • 2.4.1.3 Using the apply Command
    • 2.4.1.4 Sample Output for the apply Command
  • 2.4.2 Rolling Back Patches and Deploying Patched Artifacts to WebLogic Servers
  • 2.4.3 Deploying Patched Artifacts to WebLogic Servers
  • 2.4.4 Listing the Source Oracle Homes
  • 2.4.5 Listing the Domains Created from the Middleware Home or Oracle Home
  • 2.4.6 Listing the Applicable Oracle Homes for a Patch
  • 2.4.7 Listing Patches Applied to an Oracle Home or WebLogic Domain
  • 2.4.8 Starting or Stopping a Runtime Instance
• 2.5 Troubleshooting OPatch in a Fusion Middleware Environment
  • 2.5.1 Notes About Patching the MDS Repository
  • 2.5.2 Setting the Machine Name and Listen Address

3 Applying the Latest Oracle Fusion Middleware Patch Set

• 3.1 Oracle Fusion Middleware Patching Process Overview
• 3.2 Oracle Fusion Middleware Patching Process Roadmap
• 3.3 Before You Begin
  • 3.3.1 Special Instructions for Patching Oracle WebCenter Portal
  • 3.3.2 Special Instructions for Patching Oracle WebCenter Content
    • 3.3.2.1 Enabling Components Before Upgrade
    • 3.3.2.2 Disabling Obsolete Components Before Upgrade
  • 3.3.3 Special Instructions for Patching Oracle Portal, Forms, Reports and Discoverer
  • 3.3.4 Special Instructions for Patching Oracle Identity and Access Management
  • 3.3.5 Special Instructions for Patching a Distributed Environment
  • 3.3.6 Special Instructions for Patching Oracle SOA Suite
    • 3.3.6.1 Commit or Revert all Edit Sessions Before Upgrade
    • 3.3.6.2 Applying the Patch for Oracle SOA Suite
  • 3.3.7 Special Instructions for Patching Oracle WebLogic Server 10.3.6 with SOA Suite
• 3.4 General Pre-Patching Tasks
  • 3.4.1 Reviewing System Requirements and Certification
    • 3.4.1.1 System Requirements and Specifications
    • 3.4.1.2 Certification and Supported Platforms
    • 3.4.1.3 Upgrading the Embedded JDK in 11g Release 1 (11.1.1.8.0)
  • 3.4.2 Reviewing the Oracle Fusion Middleware Interoperability and Compatibility Guide
  • 3.4.3 Stopping the Servers and Processes
  • 3.4.4 Backing Up Your Middleware Home, Domain Home and Oracle Instances
  • 3.4.5 Backing Up Your Database and Database Schemas
  • 3.4.6 Backing Up Additional Configuration Information
  • 3.4.7 Updating Oracle WebLogic Server
  • 3.4.8 Renaming the emCCR File for Silent Patching
• 3.5 Downloading the Installer
  • 3.5.1 About the Installers Used for Patching
  • 3.5.2 Downloading the Required Installer
• 3.6 Patching Oracle Fusion Middleware
  • 3.6.1 Starting the Installer
  • 3.6.2 Applying the Patch Set
• 3.7 Updating Your Schemas with Patch Set Assistant
• 3.8 Starting the Servers and Processes
• 3.9 Verifying Your Patch Set Installation
  • 3.9.1 Verifying the Upgrade Log
  • 3.9.2 Verifying the Domain Server Logs
  • 3.9.3 Verifying OPMN Status
  • 3.9.4 Checking Browser URLs

4 Updating Your Schemas with Patch Set Assistant

• 4.1 Which Schemas Need to be Updated with Patch Set Assistant?
• 4.2 Special Instructions for Standalone Oracle Portal Repository Schemas
• 4.3 Before You Begin Using the Patch Set Assistant
  • 4.3.1 Back Up Your Database and Database Schemas
  • 4.3.2 Check Your Database and Schemas
  • 4.3.3 Create an Edition on the Database Server for Editions-Based Redefinition
  • 4.3.4 Shut Down All Components Using the Schemas You Want to Update
  • 4.3.5 Check the aq_tm_processes Value for Oracle Portal
  • 4.3.6 Setting ORACLE_HOME and JAVA_HOME Environment Variables
• 4.4 Running the Patch Set Assistant
  • 4.4.1 Using the Patch Set Assistant Graphical Interface
  • 4.4.2 Using the Patch Set Installer from the Command Line
  • 4.4.3 Verifying the Schema Version Number After Update
  • 4.4.4 Checking for Invalid Database Objects
• 4.5 Patch Set Assistant Log Files

5 Post-Patching Procedures

• 5.1 Post-Patching Tasks If Your Starting Point is Release 11.1.1.2.0
• 5.2 Post-Patching Tasks If Your Starting Point is Release 11.1.1.3.0
• 5.3 Post-Patching Tasks If Your Starting Point is Release 11.1.1.4.0
• 5.4 Post-Patching Tasks If Your Starting Point is Release 11.1.1.5.0
• 5.5 Post-Patching Tasks If Your Starting Point is Release 11.1.1.6.0
• 5.6 Post-Patching Tasks If Your Starting Point is Release 11.1.1.7.0
• 5.7 Post-Patching Tasks for System Components
  • 5.7.1 Upgrading System Components
  • 5.7.2 Updating Oracle Configuration Manager
  • 5.7.3 Resolving JDBC Errors in Oracle Reports and Oracle Portal
  • 5.7.4 Adding Datafiles to the OLTS_CT_STORE and OLTS_ATTRSTORE Tablespaces for Oracle Internet Directory
  • 5.7.5 Generating the BASE64 Encoded Encryption Key for OPSS
  • 5.7.6 Enabling Dynamic Audit Metadata Model for OPSS Running in JavaSE Mode
  • 5.7.7 Configuring Diagnostic Framework Dump Sampling
  • 5.7.8 Adding Batik Library Jar Files to the JRF Template for IBM WebSphere
• 5.8 Post-Patching Tasks for Oracle Identity Management Components
  • 5.8.1 Enabling the Evaluate Policies Scheduled Job Run
  • 5.8.2 Updating Oracle Identity Management in an Existing ORACLE_IDM_HOME Directory
  • 5.8.3 Updating Configuration Properties in Oracle Identity Federation
  • 5.8.4 Configuring Oracle Identity Management to Listen on Dual Network Addresses
• 5.9 Post-Patching Tasks for Your WebLogic Server Domain
  • 5.9.1 Updating the JDK
  • 5.9.2 Updating Fusion Middleware Shared Libraries
  • 5.9.3 Updating Configurations and Stores
  • 5.9.4 Enabling WS-AtomicTransaction
  • 5.9.5 Optimizing Performance for WebLogic Server Domains on 64-Bit Platforms
  • 5.9.6 Updating the Plug-In Configuration When Using a Proxy with WebLogic Server
• 5.10 Post-Patching Tasks for Oracle SOA Suite
  • 5.10.1 Loading the Oracle SOA Suite Purge Scripts for Database Management
  • 5.10.2 Removing the tmp Folder for SOA Composer, BPM Workspace and B2B
  • 5.10.3 Updating the "BPEL Message Recovery Required" Warning Message Duration
  • 5.10.4 Updating MAXRECOVERATTEMPT Attribute to 2
  • 5.10.5 Updating the soa-infra Application in Warning State
  • 5.10.6 Running bpm-ps6-upgrade.py to Update the Policy Store
  • 5.10.7 Running soa-upgrade.py to Update the Policy Store and Deploy a Shared Library
  • 5.10.8 Updating the Oracle Data Integrator Clients if BAM-ODI Integration is Enabled
  • 5.10.9 Saving and Restoring XEngine Customizations for Oracle B2B
  • 5.10.10 Configuring Oracle JMS Adapter with IBM WebSphere MQ JMS
  • 5.10.11 Extending the SOA Domain with UMS Adapter Features
  • 5.10.12 Extending the SOA Domain with Business Process Management Features
• 5.11 Post-Patching Tasks for Oracle WebCenter Content
  • 5.11.1 Updating Oracle WebCenter Content: Imaging
  • 5.11.2 Updating Oracle Application Adapters for Oracle WebCenter Content
  • 5.11.3 Configuring the Report Library for Records Management in Content Server
  • 5.11.4 Using Fusion Middleware Control to Monitor IBR
  • 5.11.5 Starting Oracle WebCenter Content Server with SOA or BAM
  • 5.11.6 Enabling System Components for WebCenter Content
• 5.12 Post-Patching Tasks for Oracle Service Bus
  • 5.12.1 Updating an Oracle Service Bus Domain After Applying the Latest Patch Set
  • 5.12.2 Using Oracle Service Bus Release 11.1.1.7.0 with WebLogic Server 10.3.5
  • 5.12.3 Using Oracle Service Bus Release 11.1.1.7.0 with WebLogic Server 10.3.6
  • 5.12.4 Performing Additional Post-Update Tasks for Oracle Service Bus IDE
    • 5.12.4.1 Deleting Oracle WebLogic Server 11g Release 1 (10.3.3)
    • 5.12.4.2 Creating Servers
• 5.13 Post-Patching Tasks for Oracle Business Intelligence
  • 5.13.1 Updating Oracle Business Intelligence Code Grants
  • 5.13.2 Updating Oracle BI Presentation Catalogs
  • 5.13.3 Enabling bicontentserver Features
  • 5.13.4 Enabling Oracle Business Intelligence Composer Features
  • 5.13.5 Enabling JBIPS Features for the Smartview Client
  • 5.13.6 Updating Oracle Real-Time Decisions
    • 5.13.6.1 Updating the rtd_ils Resource Type Using WLST
    • 5.13.6.2 Adding Permissions to the BIAdministrator Principle Using EM
    • 5.13.6.3 Removing JMS
• 5.14 Post-Patching Tasks for Oracle Data Integrator
  • 5.14.1 Finalizing Repository Patching
  • 5.14.2 Reconfiguring the Java EE Agent
  • 5.14.3 Reconfiguring the ODI Standalone Agent
  • 5.14.4 Reconfiguring Oracle Enterprise Manager Properties
  • 5.14.5 Reconfiguring the ODI Console
  • 5.14.6 Adding the Version Number for the odi-sdk-ws Application in config.xml

6 Patching Oracle WebCenter Portal

• 6.1 New Product Names for Oracle WebCenter and Oracle Enterprise Content Management Suite
• 6.2 Patching an Oracle WebCenter Portal 11.1.1.7.0 Installation
• 6.3 Patching an Oracle WebCenter Portal 11.1.1.6.0 Installation
• 6.4 Patching an Oracle WebCenter 11.1.1.4.0 or 11.1.1.5.0 Installation
• 6.5 Patching an Oracle WebCenter 11.1.1.2.0 or 11.1.1.3.0 Installation
  • 6.5.1 Managed Server Changes
  • 6.5.2 Migration Roadmap for Oracle WebCenter 11.1.1.2.0 or 11.1.1.3.0
  • 6.5.3 Updating Oracle WebCenter Portal Using WLST Commands
• 6.6 Patching an Oracle WebCenter 11.1.1.1.0 Installation
• 6.7 Troubleshooting Issues
  • 6.7.1 Troubleshooting Issues with Patching Oracle WebCenter Portal
  • 6.7.2 Troubleshooting Post-Patching Issues
    • 6.7.2.1 Related Items Tab Not in Focus
    • 6.7.2.2 Content Getting Clipped and Inner Scrollbars Appearing
    • 6.7.2.3 Pretty URLs Not Working for Page Navigation
    • 6.7.2.4 Content Queries Not Rendered in Navigation Model
    • 6.7.2.5 Blog Posts Not Displayed in Portals
    • 6.7.2.6 Comments and Likes Not Displayed in Activity Stream
• 6.8 Pre-Patching Tasks for Oracle WebCenter Portal
  • 6.8.1 Exporting Deployment Descriptor for Portlet Producer Applications Secured with OWSM
  • 6.8.2 Saving Your OmniPortlet and Web Clipping Customizations
  • 6.8.3 Running purgeMetadata() for WebCenter Spaces
  • 6.8.4 Considerations for Upgrading Oracle WebCenter Content or Oracle ECM
    • 6.8.4.1 Upgrading Oracle ECM
• 6.9 Post Patching Tasks for Oracle WebCenter Portal
  • 6.9.1 Importing Web Service Deployment Descriptors for Portlet Producers Secured with OWSM
  • 6.9.2 Running the upgradeOpss WLST Command
  • 6.9.3 Extending the Domain Using the Pagelet Producer Upgrade Template
  • 6.9.4 Updating SSO and OHS Configuration
    • 6.9.4.1 Updating OHS Configuration for Pagelet Producer
    • 6.9.4.2 Updating SSO Configuration for Pagelet Producer
    • 6.9.4.3 Updating SSO Configuration for Portlet Producer Applications
    • 6.9.4.4 Updating SSO Configuration for Oracle SES
    • 6.9.4.5 Verifying SSOFilter Grant
  • 6.9.5 Performing Post-Patching Tasks for Oracle WebCenter 11.1.1.2.0 or 11.1.1.3.0 Installations
    • 6.9.5.1 Migrating Oracle Wiki Pages and Blogs
    • 6.9.5.2 Migrating Content Presenter Custom Templates
    • 6.9.5.3 Updating the Configuration for WebCenter REST APIs
    • 6.9.5.4 Updating Multi-Calendar Layouts
    • 6.9.5.5 Restoring Your OmniPortlet and Web Clipping Customizations
    • 6.9.5.6 Extending a Domain to Install Oracle WSM Policy Manager
    • 6.9.5.7 Remove openusage Properties in setDomainEnv
    • 6.9.5.8 Redeploying your Custom Applications to Upgraded Custom Managed Servers
    • 6.9.5.9 Remove the LD_LIBRARY_PATH Entry from the setDomainEnv Script
    • 6.9.5.10 Migrating WSRP Portlet Preferences
  • 6.9.6 Performing Post-Patching Tasks for the WebCenter Portal Application
    • 6.9.6.1 Setting the Web Server Context Root on the Content Server Connection
    • 6.9.6.2 Configuring WebCenter Portal Workflows
    • 6.9.6.3 Updating the Timezone Attribute
    • 6.9.6.4 Updating the Portal Display Mode
    • 6.9.6.5 Choosing a Default Start (or Landing) Page
    • 6.9.6.6 Migrating WebCenter Portal Customizations
    • 6.9.6.7 Upgrading Process Spaces
    • 6.9.6.8 Granting Permissions to Manage Assets
  • 6.9.7 Adding Oracle Single Sign-On Authentication Provider to the List of Authentication Providers
  • 6.9.8 Adding New Features to Oracle WebCenter Portal
    • 6.9.8.1 Installing Activity Graph, Analytics, Pagelet Producer, Personalization Server, and Services Portlets
    • 6.9.8.2 Adding Portal Framework Features to WebCenter Custom Applications
  • 6.9.9 Running the upgradeWebCenterPermissions WLST Command
  • 6.9.10 Resetting Search Customizations

7 Patching Oracle Identity and Access Management

• 7.1 Before You Begin
• 7.2 Patching Oracle Identity and Access Management 11.1.1.3.0 Components
• 7.3 Updating Oracle Identity Manager 11.1.1.5.0 to 11.1.1.7.0
  • 7.3.1 Upgrading Oracle Identity Manager Remote Manager
  • 7.3.2 Upgrading Oracle Identity Manager Design Console

8 Patching an Oracle Identity Management High Availability Environment

• 8.1 Task 1: Stopping Servers and System Components
  • 8.1.1 Stopping Managed Servers
  • 8.1.2 Stopping the Administration Server
  • 8.1.3 Stopping the Node Manager
  • 8.1.4 Stopping the Oracle Management Agent
  • 8.1.5 Stopping the System Components
  • 8.1.6 Special Consideration for Patching OID Replication Environments
• 8.2 Task 2: Updating Oracle WebLogic Server to Version 10.3.5
• 8.3 Task 3: Updating the Oracle Identity Management Oracle Home using the Oracle Identity Management Patch Set Installer
• 8.4 Task 4: Updating the Oracle HTTP Server Oracle Home Using the Oracle Web Tier Patch Set Installer
• 8.5 Task 5: Updating the Oracle Identity Management Repository using Patch Set Assistant
• 8.6 Task 6: Performing Manual Post-Patching Procedures
• 8.7 Task 7: Restarting System Components and Servers
  • 8.7.1 Starting System Components
    • 8.7.1.1 Starting Oracle Internet Directory Processes
    • 8.7.1.2 Starting Oracle Virtual Directory Processes
    • 8.7.1.3 Starting Oracle HTTP Server
  • 8.7.2 Starting Node Manager
  • 8.7.3 Starting the Oracle WebLogic Administration Server
  • 8.7.4 Starting the Managed Server
  • 8.7.5 Starting Oracle Management Agent
• 8.8 Task 8: Updating the Version Number String Shown in Fusion Middleware Control

A Installer Screens

• A.1 Welcome
• A.2 Install Software Updates
• A.3 Prerequisite Checks
• A.4 Specify Installation Location
• A.5 Application Server
• A.6 Installation Summary
• A.7 Installation Progress
• A.8 Installation Complete

B Patch Set Assistant Screens

• B.1 Welcome
• B.2 Select Component
• B.3 Prerequisites
• B.4 Content Server Directory
• B.5 OCS Schema
• B.6 OCSSEARCH Schema
• B.7 Records Directory
• B.8 URMSERVER Schema
• B.9 Examine
• B.10 Upgrade Summary
• B.11 Upgrade Progress
• B.12 Upgrade Success

C Using Patch Assistant to Migrate from 11g Release 1 (11.1.1.1.0) to Release 1 (11.1.1.2.0)

• C.1 Overview of Oracle Fusion Middleware 11g Release 1 (11.1.1.2.0) Patch Assistant
• C.2 Migration Process
• C.3 Preparing to Migrate
  • C.3.1 Evaluating and Reviewing your Oracle Fusion Middleware 11g Release 1 (11.1.1.1.0) Environment
  • C.3.2 Preparing to Migrate Your Configuration
    • C.3.2.1 Prerequisites
    • C.3.2.2 Extracting the Contents of Patch Assistant
    • C.3.2.3 Setting Up the Patch Assistant Environment
    • C.3.2.4 Stopping Oracle Fusion Middleware
    • C.3.2.5 Setting Logging Properties
• C.4 Migrating to Oracle Fusion Middleware 11g Release 1 (11.1.1.2.0)
  • C.4.1 Migration Roadmap
  • C.4.2 Migration Procedure
    • C.4.2.1 Stopping the Old Domain
    • C.4.2.2 Installing Oracle Software for 11.1.1.2.0
    • C.4.2.3 Downloading Patch Assistant
    • C.4.2.4 Migrating the Schema
    • C.4.2.5 Creating a WebLogic Domain for 11.1.1.2.0
    • C.4.2.6 Migrating the Domain
    • C.4.2.7 Migrating an Instance
    • C.4.2.8 Registering the Instance
    • C.4.2.9 Starting or Stopping the 11.1.1.2.0 Domain
    • C.4.2.10 Completing Post-Migration Tasks
    • C.4.2.11 Decommissioning the 11.1.1.1.0 Installation
  • C.4.3 Post-Migration Configuration for Oracle Fusion Middleware Components
    • C.4.3.1 Post-Migration Configuration for Oracle Fusion Middleware Audit Framework
    • C.4.3.2 Post-Migration Configuration for Oracle Business Intelligence Discoverer
    • C.4.3.3 Post-Migration Configuration for Oracle Directory Integration Platform
    • C.4.3.4 Post-Migration Configuration for Oracle Identity Federation
    • C.4.3.5 Post-Migration Configuration for Oracle Platform Security Services
    • C.4.3.6 Post-Migration Configuration for Oracle Reports
    • C.4.3.7 Post-Migration Configuration for Oracle SOA
    • C.4.3.8 Post-Migration Configuration for Oracle User Messaging Service
    • C.4.3.9 Post-Migration Configuration for Oracle WebCenter
    • C.4.3.10 Post Migration Configuration for Oracle Web Services Manager
  • C.4.4 Installation Process
  • C.4.5 Configuration Process
  • C.4.6 Properties in the patchMaster.properties File
    • C.4.6.1 Overriding Properties Set in the patchMaster.properties File
  • C.4.7 Oracle Fusion Middleware Components Supported by Patch Assistant

D Sample Patch Master Properties File