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Oracle® Fusion Middleware Upgrade Planning Guide
11g Release 1 (11.1.1.7.0)

Part Number E10125-09
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1 Developing an Upgrade Strategy

Before you begin an upgrade from Oracle Application Server 10g to Oracle Fusion Middleware 11g, there are important tasks you should perform in preparation for the upgrade.

Use the following tasks to ensure that your upgrade has as little impact as possible on your day-to-day operations:

1.1 Task 1: Understand the Differences Between Oracle Application Server 10g and Oracle Fusion Middleware 11g

Before you begin planning your upgrade to Oracle Fusion Middleware, you should be familiar with the differences between Oracle Application Server 10g and Oracle Fusion Middleware 11g.

Refer to Chapter 2, "Introduction to Oracle Fusion Middleware for 10g Users" for an introduction to architecture, directory structure, terminology, and installation and configuration tools of Oracle Fusion Middleware 11g.

1.2 Task 2: Understand the Upgrade Starting Points

Refer to the following sections for more information about what Oracle Application Server versions are supported for upgrading to Oracle Fusion Middleware 11g:

1.2.1 Upgrade Versus Patching

In the Oracle Fusion Middleware documentation, upgrade refers to the process you use to upgrade from a previous major or minor release to another. Specifically, this guide is for upgrading from Oracle Application Server 10g to Oracle Fusion Middleware 11g.

If you are already running Oracle Fusion Middleware 11g and you want to update your system to the latest patch set (for example, Oracle Fusion Middleware 11g Release 1 (11.1.1.7.0), then refer to the Oracle Fusion Middleware Patching Guide for complete instructions on applying the latest Oracle Fusion Middleware 11g patch set.

1.2.2 What is an Upgrade Starting Point?

An upgrade starting point is a specific version of Oracle Application Server that you must be running in order to upgrade to Oracle Fusion Middleware 11g. If you are not running a version of Oracle Application Server that is a supported upgrade starting point, then you must first upgrade to a supported starting point using documentation from a previous release.

Documentation for previous releases is available on the Oracle Technology Network (OTN):

http://docs.oracle.com/

1.2.3 Supported Upgrade Starting Points for Oracle Fusion Middleware 11g

The following sections provide information about the supported starting points for upgrading to Oracle Fusion Middleware 11g:

1.2.3.1 Oracle Application Server 10g Upgrade Starting Points

You can upgrade to Oracle Fusion Middleware 11g from the following previous versions of Oracle Application Server 10g:

  • Oracle Application Server 10g Release 2 (10.1.2)

  • Oracle Application Server 10g Release 3 (10.1.3)

  • Oracle Content Management 10g Release 3 (10.1.3)

    Note that not all the Content Management components can be upgraded directly to Oracle WebCenter Content 11g. For more information, see the Oracle Fusion Middleware Upgrade Guide for Oracle WebCenter Content.

  • Oracle Application Server Portal Release 2 (10.1.4)

Note:

Before starting an upgrade, Oracle recommends that you upgrade to the latest patch set for your release. For example, if you are upgrading from 10g Release 2 (10.1.2), you should apply the latest 10g Release 2 (10.1.2) patch set before you begin the upgrade process.

For more information, see Section 1.2.5, "Using My Oracle Support to Obtain the Latest Oracle Application Server Patch Set".

1.2.3.2 Oracle Identity Management Upgrade Starting Points

For information on the starting points for upgrading to Oracle Identity Management 11g, refer to the Oracle Fusion Middleware Upgrade Guide for Oracle Identity Management.

For information on the starting points for upgrading to Oracle Identity and Access Management, refer to the Oracle Fusion Middleware Upgrade Guide for Oracle Identity and Access Management.

1.2.3.3 Oracle BI Enterprise Edition Upgrade Starting Points

For information about the starting points for upgrading to Oracle BI Enterprise Edition, Oracle Business Intelligence Publisher, and Oracle Real-Time Decisions, see "Supported Starting Points for Oracle Business Intelligence Upgrade" in the Oracle Fusion Middleware Upgrade Guide for Oracle Business Intelligence.

1.2.3.4 Oracle Data Integrator Upgrade Starting Points

For information about the starting points for upgrading to Oracle Data Integrator 11g, refer to "Task 1: Understand the Starting Points for Oracle Data Integrator" in the Oracle Fusion Middleware Upgrade Guide for Oracle Data Integrator.

1.2.3.5 Standalone Oracle Web Cache and Oracle HTTP Server Starting Points

You can also upgrade from standalone Oracle Web Cache 10g Release 2 (10.1.2) instances and from standalone Oracle HTTP Server 10g Release 2 (10.1.2) and 10g Release 3 (10.1.3) installations. For more information about upgrading Oracle HTTP Server to Oracle Fusion Middleware 11g, refer to the following:

1.2.3.6 About Upgrading Your Infrastructure Databases

For information about the latest database versions supported by Oracle Fusion Middleware 11g, see Chapter 5, "Upgrading and Preparing Your Databases".

1.2.4 Obtaining the Latest Oracle WebLogic Server and Oracle Fusion Middleware 11g Software

When preparing for your upgrade, you should be sure you are upgrading to the very latest Oracle Fusion Middleware 11g software.

Refer to the following for more information:

  • You can download the latest Oracle Fusion Middleware 11g software from the Oracle Technology Network (OTN):

    http://www.oracle.com/technology/
    
  • This guide, as well as the other upgrade guides available in the Oracle Fusion Middleware 11g documentation library, provide instructions for upgrading from Oracle Application Server 10g to the latest Oracle Fusion Middleware release.

  • In the majority of cases, you should use the latest version of Oracle WebLogic Server. However, be sure to check the product specific Installation Guide for the specific requirements.

  • For complete information about patching your Oracle Fusion Middleware 11g to the latest release, refer to the Oracle Fusion Middleware Patching Guide.

1.2.5 Using My Oracle Support to Obtain the Latest Oracle Application Server Patch Set

For the most up-to-date information about available Oracle Application Server 10g patch set, including the database versions required for Oracle Fusion Middleware 11g Release 1 (11.1.1), refer to My Oracle Support (formerly OracleMetaLink):

http://support.oracle.com

After logging into My Oracle Support, click the Patches and Updates tab. From the resulting Web page, you can search for the latest patches by product, platform, and product availability.

For more information about the tools and processes you can use to patch your Oracle Fusion Middleware environment, refer to the Oracle Fusion Middleware Patching Guide.

1.2.6 What If I'm Not Running a Supported Upgrade Starting Point?

If you are running an Oracle Application Server release prior to the supported upgrade starting points, then you must first upgrade to a supported upgrade starting point. After you upgrade to a supported starting point, you can then use the Oracle Fusion Middleware 11g upgrade documentation to perform the upgrade.

Specifically, refer to Table 1-1 for information on upgrading from earlier versions of Oracle Application Server to a supported starting point.

Table 1-1 Upgrade Paths to a Supported Oracle Fusion Middleware 11g Upgrade Starting Point

Version Starting Point Upgrade Path More Information

Oracle Application Server Release 2 (9.0.2)

Upgrade your middle tiers and Infrastructure to Oracle Application Server 10g Release 2 (10.1.2)

OR

Upgrade your middle tiers to 10g Release 2 (10.1.2) and upgrade your Infrastructure components to 10g (10.1.4) Identity Management instance.

Oracle Application Server Upgrade and Compatibility Guide for your platform, available in the Oracle Application Server 10g Release 2 (10.1.2) documentation library

Oracle Application Server Upgrade and Compatibility Guide for your platform, available in the Oracle Identity Management 10g (10.1.4) Identity Management instance documentation library

Oracle Application Server Release 2 (9.0.3)

Upgrade to Oracle Application Server 10g Release 3 (10.1.3)

Oracle Application Server Upgrade and Compatibility Guide for your platform, available in the Oracle Application Server 10g Release 3 (10.1.3) documentation library

Oracle Application Server 10g (9.0.4)

Upgrade your middle tiers and Infrastructure to Oracle Application Server 10g Release 2 (10.1.2)

OR

Upgrade your middle tiers to 10g Release 2 (10.1.2) and upgrade your Infrastructure components to 10g (10.1.4) Identity Management instance.

Oracle Application Server Upgrade and Compatibility Guide for your platform, available in the Oracle Application Server 10g Release 2 (10.1.2) documentation library

Oracle Application Server Upgrade and Compatibility Guide for your platform, available in the Oracle Identity Management 10g (10.1.4) Identity Management instance documentation library


1.3 Task 3: Get Familiar With the Installation and Upgrade Tools

The procedures and tools you use to install and configure the Oracle Fusion Middleware components are very different from the ones you used to install and configure Oracle Application Server 10g.

Refer to Section 2.2, "Oracle Fusion Middleware Installation and Configuration Tools" for an overview of the installation and configuration tools required to set up a complete Oracle Fusion Middleware 11g environment.

1.4 Task 4: Develop a Backup Strategy for Upgrade

Before you begin upgrading your Oracle Application Server 10g environment, be sure you have backed up system-critical files.

Refer to Chapter 4, "Backup Strategies for Upgrade" for specific information on making sure all the various components of your environment can be restored in the event of a failed upgrade.

1.5 Task 5: Understand Your Certification, Compatibility, and Interoperability Requirements

Before you begin upgrading your Oracle Application Server 10g environment, consider the following:

Note that potential issues can be avoided by making sure you have applied the latest Oracle Application Server 10g patch sets, and that you have reviewed the list of recommended patches that are designed to help you avoid any problems during upgrade.

For more information, see the Upgrade chapter of the Release Notes for your platform. For example, if you are using a Linux operating system, refer to "Patches Required to Address Specific Upgrade and Compatibility Requirements" in the Oracle Fusion Middleware Release Notes for Linux x86.

1.6 Task 6: Review the System Requirements for Upgrade

Before performing any installation you should read the system requirements and certification documentation to ensure that your environment meets the minimum installation requirements for the products you are installing.

Refer to the following sections for more information:

1.6.1 Locating System Requirements Information Before Upgrade

For a complete description of the system requirements for installing and upgrading to Oracle Fusion Middleware 11g, see "Review System Requirements and Specifications" in the Oracle Fusion Middleware Installation Planning Guide.

1.6.2 A Note About User Accounts When Upgrading to Oracle Fusion Middleware 11g

In most cases, when you are upgrading from a previous major release to Oracle Fusion Middleware 11g, you must first install and configure the Oracle Fusion Middleware 11g software before you perform the upgrade.

Note that when you install the Oracle Fusion Middleware 11g software in preparation for upgrade, you should use the same user account that you used to install and configure the Oracle Application Server 10g software. On UNIX operating systems, this will ensure that the proper owner and group is applied to new Oracle Fusion Middleware 11g files and directories.

1.7 Task 7: Understand the Basic Rules and Restrictions of Upgrade

Before you start the upgrade process you should understand some basic rules and restrictions.

Specifically, do not attempt to perform an Oracle Fusion Middleware 11g upgrade while also performing an unrelated migration of your software from one platform to another.

For example, do not perform an upgrade while simultaneously doing any of the following:

If you plan to perform any of these or similar actions, then you must do them separately and independently of the Oracle Fusion Middleware 11g upgrade process.

For a more specific example, if you plan to move from a 32-bit to a 64-bit operating system, then you must either:

1.8 Task 8: Locate the Required Upgrade Documentation

The Oracle Fusion Middleware documentation library provides upgrade documentation for each of the Oracle Fusion Middleware product suites.

Depending upon the 10g Release 2 (10.1.2) or 10g Release 3 (10.1.3) environment you are upgrading, use Table 1-2 to determine which guide to use when upgrading your Oracle Application Server components to Oracle Fusion Middleware.

Table 1-2 Road Map to the Oracle Fusion Middleware Upgrade Documentation

To Upgrade... Refer to this document...

10g Release 2 (10.1.2) Portal and Wireless

Oracle Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer

10g Release 2 (10.1.2) Business Intelligence and Forms

Oracle Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer

10g Business Intelligence Services

Oracle Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer

10g Release 2 (10.1.2) Forms and Reports Services

10g Release 2 (10.1.2) Identity Management

10g Release 3 (10.1.3) Middle Tier or Cluster Topology

10g Release 3 (10.1.3) Content Management

Oracle Fusion Middleware Upgrade Guide for Oracle WebCenter Content

10g (10.1.4) Identity Management instance Identity Management

Oracle Data Integrator 10g (10.1.3.)

Oracle Fusion Middleware Upgrade Guide for Oracle Data Integrator

  • AquaLogic Service Bus 2.6

  • AquaLogic Service Bus 2.6 RP1

  • AquaLogic Service Bus 3.0

  • Oracle Service Bus 10g Release 3 (10.3)

  • Oracle Service Bus 10g Release 3 Maintenance Pack 1 (10.3.1)

Oracle Fusion Middleware Upgrade Guide for Oracle Service Bus