5 Upgrading Oracle Forms and Reports

This chapter describes how to upgrade from Oracle Forms or Reports 11g / Oracle Forms and Reports 12c (12.2.1.0) to Oracle Forms and Reports 12c (12.2.1.1).

The following topics are covered:

5.1 Planning an Upgrade to Oracle Forms 12c (12.2.1.1)

If you are running any of the following software versions, you can use the instructions in this guide to upgrade to Oracle Forms 12.2.1.1:

  • Oracle FMW 11g (Release 1) Forms to Oracle Forms 12c (12.2.1.1).

  • Oracle FMW 11g (Release 2) Forms to Oracle Forms 12c (12.2.1.1).

  • Oracle FMW 12c (12.2.1.0) Forms to Oracle Forms 12c (12.2.1.1).

5.2 Preparing to Upgrade to Oracle Forms 12c (12.2.1.1) for upgrade from 11g (only)

Before you begin to upgrade to Oracle Forms 12.2.1.1 from 11g, you must run the Forms upgrade extension script on the remote Forms nodes to extract Forms configuration residing on the remote nodes.

Note: You are required to perform these steps only if you have any remote Forms nodes, which you may have added using extend domain or expand cluster scenario.

To run Forms upgrade extension on the remote Forms nodes:

  1. Run the forms-upgrade-ext.sh (forms-upgrade-ext.bat) script on each remote node and pass it collect option. It will extract and package Forms configuration files on that remote node.

    The forms-upgrade-ext.sh is installed in the following directory:

    $FORACLE_HOME/forms/plugins/upgrade

  2. Copy the artifacts from all the remote nodes to the Admin Server node.

  3. Run the forms-upgrade-ext.sh (forms-upgrade-ext.bat) script on the Admin Server node and pass it the apply option. It will extract the Forms configuration from the remote node artifacts and apply it to the Domain.

5.3 Upgrading to Oracle Forms 12c (12.2.1.1) from 11g

The process of upgrading to Oracle Forms 12c (12.2.1.1) from Oracle Forms 11g includes the following two steps:

5.3.1 Re-Configuring the 11g Domain using the WLS Reconfig Wizard

Note:

In 11g, Forms did not require the RCU schemas, but starting with 12c all the WLS 12c domains require RCU schemas to be setup. Hence, before you perform these steps, ensure that you create the required schemas (refer to the Installation Guide for details) in RCU before you run the WLS Reconfig wizard.

To re-configuring the 11g Domain using the WLS 12c Reconfig wizard:

  1. Run the Reconfig wizard from the following location:

    $FORACLE_HOME/oracle_common/common/bin/reconfig.sh

  2. Provide the location of the 11g FMW Domain for upgrade.

  3. Enter the RCU schema information.

  4. Select only the Topology option in the Advanced Configuration in the Reconfig wizard.

    Do not select the system components option. Those will be automatically configured/upgraded by the Upgrade Assistant.

  5. Leave the default selections on the Node Manager screen. Enter user name and password if needed.

  6. Select JRF-MAN-SVR and FORMS-MAN-SVR server groups for all the Forms managed servers, including the default Forms managed servers WLS_FORMS, WLS_FORMS1, etc. and any other Forms managed servers users that may have been added after the 11g installation.

  7. Click Next until you get to the last screen of the Reconfig wizard.

5.3.2 Running the 12.2.1.1 Upgrade Assistant

Run the 12.2.1.1 Upgrade Assistant to complete the upgrade.

To run the Upgrade Assistant:

  1. Run the 12.2.1.1 Upgrade Assistant from the following location:

    $FORACLE_HOME/oracle_common/upgrade/bin/ua

  2. Select the All Configuration Used by the Domain option.

  3. Provide the location of the reconfigured 12c domain.

  4. Select the prerequisite check boxes and click Upgrade.

5.4 Upgrading to Oracle Forms 12c (12.2.1.1) from 12c (12.2.1.0)

The process of upgrading to Oracle Forms 12.2.1.1 from 12.2.1.0 includes the following three steps:

Note:

Running forms-upgrade-ext.sh on remote nodes is not required when upgrading from 12.2.1.0

5.4.1 Run the 12.2.1.1 Upgrade Assistant and upgrade the Domain Schema

Run the 12.2.1.1 Upgrade Assistant to complete the upgrade.

To run the Upgrade Assistant:

  1. Run the 12.2.1.1 Upgrade Assistant from the following location:

    $FORACLE_HOME/oracle_common/upgrade/bin/ua

  2. Select the All Schemas Used by the Domain option.

  3. Select the Schema components to Upgrade.

  4. Provide the location of the reconfigured 12c domain.

  5. Select the prerequisite check boxes

  6. Provide the RCU Database connection information.

  7. Click Next.

  8. Click Finish.

5.4.2 Re-Configuring the 12.2.1.0 Domain using the WLS Reconfig Wizard

To re-configuring the 12.2.1.0 Domain using the WLS Reconfig wizard:

  1. Run the Reconfig wizard from the following location:

    $FORACLE_HOME/oracle_common/common/bin/reconfig.sh

  2. Provide the location of the 12.2.1.0 FMW Domain for upgrade.

  3. Enter the RCU schema information.

  4. Select only the Topology option in the Advanced Configuration in the reconfig wizard.

    Do not select the System Components option. Those will be automatically configured/upgraded by the Upgrade Assistant.

  5. Leave the default selections on the Node Manager screen. Enter user name and password if needed.

  6. Select JRF-MAN-SVR and FORMS-MAN-SVR server groups for all the Forms managed servers, including the default Forms managed servers WLS_FORMS, WLS_FORMS1, etc., and any other Forms managed servers users that may have been added after the 11g installation.

  7. Click Next until you get to the last screen of the Reconfig wizard.

5.4.3 Run the 12.2.1.1 Upgrade Assistant to upgrade the Forms installation

Run the 12.2.1.1 Upgrade Assistant to complete the upgrade.

To run the Upgrade Assistant:

  1. Run the 12.2.1.1 Upgrade Assistant from the following location:

    $FORACLE_HOME/oracle_common/upgrade/bin/ua

  2. Select the All Configuration Used by the Domain option.

  3. Provide the location of the reconfigured 12.2.1.1 domain.

  4. Select the prerequisite check boxes.

  5. Click Upgrade.

5.5 Post-Upgrade Steps After Upgrading to Oracle Forms 12c (12.2.1.1)

Review the following list of post-upgrade tasks you might have to perform after using the Upgrade Assistant to upgrade to Oracle Forms 12.2.1.1:

  • When upgrading from 11g Forms, regenerate the Forms application files: fmx's, mmx's, and plx's to run on Oracle Forms Services 12.2.1.1. This is not required when upgrading from Oracle Forms 12.2.1.0.

  • If you deployed the Oracle Forms Services J2EE custom application ear file (formsapp.ear) file to override the context root or Forms servlet alias, you should perform similar steps in the 12.2.1.1 Oracle WebLogic Server domain.

    For more information, see the "Custom Deployment of Forms Java EE Application" section in Oracle Fusion Middleware Forms Services Deployment Guide.

  • Manually copy any customizations to the shell scripts in the source Oracle home to the equivalent shell scripts that reside in Oracle Fusion Middleware 12c (12.2.1.1) Oracle instance directory.

  • Oracle Fusion Middleware 12c (12.2.1.1) does not support Java Runtime Environment (JRE) 1.6 or older. If necessary, upgrade your client JRE to 7u55 or 8u77 to run Oracle Forms 12.2.1.1.

5.6 Planning an Upgrade to Oracle Reports 12c (12.2.1.1)

If you are running any of the following software versions, you can use the instructions in this guide to upgrade to Oracle Reports 12c (12.2.1.1):

  • Oracle FMW 11g (Release 1) Reports to Oracle Reports 12c (12.2.1.1).

  • Oracle FMW 11g (Release 2) Reports to Oracle Reports 12c (12.2.1.1).

5.7 Preparing to Upgrade to Oracle Reports 12c (12.2.1.1)

Before you begin to upgrade to Oracle Reports 12c (12.2.1.1), you must run Reports upgrade extension on the remote Reports nodes to extract Reports configuration residing on the remote nodes.

Note: You are required to perform these steps only if you have any remote Reports nodes, which you may have added using extend domain or expand cluster scenario.

To run Reports upgrade extension on the remote Reports nodes:

  1. Run the reports-upgrade-ext.sh (reports-upgrade-ext.bat) script on each remote node in extract mode. It will extract and package Reports configuration files on that remote node.

    The forms-upgrade-ext.sh script is installed in the following directory:

    $FORACLE_HOME/reports/plugins/upgrade

  2. Copy the artifacts from all the remote nodes to the Admin Server node.

  3. Run the reports-upgrade-ext.sh (reports-upgrade-ext.bat) script on the Admin Server node in apply mode. It will extract the Reports configuration from the remote node artifacts and apply it to the Domain.

  4. Run the Upgrade Assistant in readiness mode and ensure that it is working properly.

    $ORACLE_HOME/oracle_common/upgrade/bin/ua -readiness

5.8 Upgrading to Oracle Reports 12c (12.2.1.1)

The process of upgrading to Oracle Reports 12c (12.2.1.1) includes the following two steps:

5.8.1 Re-Configuring the 11g Domain using the WLS Reconfig Wizard

Note:

In 11g, Reports did not require the RCU schemas, but starting with 12c all the WLS 12c domains require RCU schemas to be setup. Hence, before you perform these steps, ensure that you create the required schemas (refer to the Installation Guide for details) in RCU before you run the WLS Reconfig wizard.

To re-configuring the 11g Domain using the WLS Reconfig wizard:

  1. Run the Reconfig wizard from the following location:

    $FORACLE_HOME/oracle_common/common/bin/reconfig.sh

  2. Provide the location of the 11g FMW Domain for upgrade.

  3. Enter the RCU schema information.

  4. Select only the Managed Servers in the wizard.

    Do not select the system components option. Those will be automatically configured/upgraded by the Upgrade Assistant.

  5. Leave the default selections on the Node Manager screen. Enter user name and password if needed.

  6. Select JRF-MAN-SVR and REPORTS-MAN-SVR server groups for all the Reports managed servers, including the default Reports managed servers WLS_REPORTS, WLS_REPORTS1, etc. and any other Reports managed servers users that may have been added after the 11g installation.

  7. Click Next until you get to the last screen of the Reconfig wizard.

5.8.2 Examine Phase

Follow these manual steps to complete the Examine phase.

  1. In the Examine screen for reports, you will see information about components in 11g but missing in 12c, or undeployed reports. Make a note of the component names and types.

  2. Cancel the upgrade now, and create component/deploy reports 12c app.

  3. Create reports components in 11g on to 12c using WLST commands: Start node manager, AdminServer.

  4. Use WLST commands to create reports tools, reports servers, reports bridges. Use the same names available in the above step. See Section 2.4.8.1, "Provisioning a Machine" for more information on Provisioning.

  5. Start Reports managed servers. This will cause reports 12c app to be deployed automatically.

  6. Shutdown Nodemanager/Adminserver/Reports managed servers.

5.8.3 Running the 12c Upgrade Assistant

Run the 12c Upgrade Assistant to complete the upgrade.

To run the Upgrade Assistant:

  1. Run the 12c Upgrade Assistant from the following location:

    $FORACLE_HOME/oracle_common/upgrade/bin/ua

  2. Provide the location of the reconfigured 12c domain.

  3. Select the prerequisite check boxes and click Upgrade.

5.9 Post-Upgrade Steps After Upgrading to Oracle Reports 12c (12.2.1.1)

Note:

To start Oracle Reports server and components after upgrading to 12c, see the "Starting and Stopping Oracle Reports Services" section in Oracle Fusion Middleware Publishing Reports to the Web with Oracle Reports Services.

These steps are only required for Oracle Reports when 11g domains span multiple machines.

Review the following list of post-upgrade tasks you might have to perform after using the Upgrade Assistant to upgrade to Oracle Reports 12c (12.2.1.1):

  • For WLS:

    • Pack/Unpack domain for Remote machines.

    • Start remote managed servers, so that reports 12c app gets deployed there.

    • Shutdown remote managed servers.

  • For Reports:

    • In AdminServer machine--Extract reports upgraded files meant to be on remote machines.

      $ORACLE_HOME/reports/plugins/upgrade/reports-upgrade-ext.sh extractRemote <domainHome> <wlsName> <jarFileName>

    • Repeat for each reports managed server which is targeted to remote machine.

    • Copy the respective jars to remote machine where that managed server is targeted.

      $ORACLE_HOME/reports/plugins/upgrade/reports-upgrade-ext.sh applyRemote <domainHome> <instanceHome> <wlsName> <jarFileName>

  • Regenerate the Reports application files: rep's and rdf's (optional), to run on Oracle Reports Server 12c (12.2.1.1).

  • Manually copy any customizations to the shell scripts in the source Oracle home to the equivalent shell scripts that reside in Oracle Fusion Middleware 12c (12.2.1.1) Oracle instance directory.