4 Upgrading Oracle Forms and Reports

This chapter describes how to upgrade Oracle Forms and Reports from 11g or previous 12c version to the latest version.

Upgrading Oracle Form and Reports from a previous release is an in-place upgrade performed by using the Upgrade Assistant.

The following topics are covered:

4.1 Planning an Upgrade of Oracle Forms

Upgrading Oracle Forms to 12c requires careful preparation, planning, and performing series of steps.

If you are running any of the following versions, follow the steps provided in this chapter to upgrade Oracle Forms:

  • Oracle FMW 11g (Release 1) Forms to Oracle Forms 12c (12.2.1.3.0)

  • Oracle FMW 11g (Release 2) Forms to Oracle Forms 12c (12.2.1.3.0)

  • Oracle FMW 12c (12.2.1.0) Forms to Oracle Forms 12c (12.2.1.3.0)

  • Oracle FMW 12c (12.2.1.1.0) Forms to Oracle Forms 12c (12.2.1.3.0)

  • Oracle FMW 12c (12.2.1.2.0) Forms to Oracle Forms 12c (12.2.1.3.0)

4.2 Preparing to Upgrade Oracle Forms from 11g

Before you begin to upgrade to the current version from Oracle Forms 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:

    $ORACLE_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.

4.3 Create Copy of Oracle Forms Template Files

Before you start an upgrade to the latest 12c release, it is recommended that you create copies of existing Forms template files.

This includes all files in the following directory: ORACLE_HOME\user_projects\domains\base_domain\config\fmwconfig\components\FORMS\instances\<INSTANCE NAME>\server. If you are upgrading from a previous 12c release to the latest release, the files are located in the same directory as mentioned in the previous line. If you are upgrading Oracle Forms from a release earlier than 12c (for example, 11g) to the latest 12c release, the files may be located in different directory.

The copy of template files will help you to restore user-specific customization in the new forms template files.

After have you completed the upgrade process, you should manually copy or merge user-specific customizations created in the earlier version to the new Forms template files.

4.4 Upgrading Oracle Forms from 11g to 12c

Before you begin the upgrade, it is important to make sure you have read the complete upgrade process so that your existing setup is not impacted during or after the upgrade.

The upgrade process for Oracle Forms from 11g to 12c includes two steps.

4.4.1 Reconfiguring the 11g Domain using the WLS Reconfiguration Wizard

You have to use the WLS 12c Reconfiguration Wizard for configuring the 11g Domain.

To reconfigure the 11g Domain:

  1. Run the Reconfiguration Wizard from the following location:

    $ORACLE_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 Reconfiguration 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 Reconfiguration Wizard.

Note:

In 11g, Forms do not require the Repository Creation Utility (RCU) schemas, but starting with 12c all the WebLogic Server 12c domains require RCU schemas to be setup. Hence, before you perform these steps, ensure that you create the required schemas (see Configuring the Oracle Fusion Middleware Infrastructure Domain) in RCU before you run the WLS Reconfiguration Wizard.

4.4.2 Using the Upgrade Assistant

To complete the upgrade from 11g to 12c, you have to run the 12.2.1.3.0 Upgrade Assistant.

To upgrade:

  1. Run the 12.2.1.3.0 Upgrade Assistant from the following location:

    $ORACLE_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.
  5. Click Upgrade

4.5 Upgrading Oracle Forms from a Previous 12c Release

This section describes the process to upgrade Oracle Forms to the latest 12c from a previous Oracle Forms 12c release.

The information in this section assumes that you have read and performed the required pre-upgrade tasks.

4.5.1 Upgrading to Oracle Forms 12c (12.2.1.3.0) from 12c (12.2.1)

To upgrade Oracle Forms 12.2.1.3.0 from 12.2.1 you have to complete three main steps.

The steps are as follows:

Note:

Running forms-upgrade-ext.sh on remote nodes is not required when upgrading from 12.2.1.

4.5.1.1 Running the Upgrade Assistant to upgrade the Domain Schema

Perform the steps required to run the 12.2.1.3.0 Upgrade Assistant for upgrading the Domain Schema.

To upgrade the Domain Schema:

  1. Run the 12.2.1.3.0 Upgrade Assistant from the following location:

    $ORACLE_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.

4.5.1.2 Reconfiguring the 12.2.1 Domain using the WLS Reconfiguration Wizard

You have to reconfigure the 12.2.1 Domain using the WLS Reconfiguration Wizard.

To reconfigure the 12.2.1 Domain:

  1. Run the Reconfiguration Wizard from the following location:

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

  2. Provide the location of the 12.2.1 FMW Domain for upgrade.
  3. Enter the RCU schema information.
  4. Select only the Topology option in the Advanced Configuration in the Reconfiguration 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 Reconfiguration Wizard.

4.5.1.3 Running the Upgrade Assistant to upgrade the Forms installation

You have complete series of steps by using the 12.2.1.3.0 Upgrade Assistant to upgrade the Forms installation.

To upgrade the Forms installation:

  1. Run the 12.2.1.3.0 Upgrade Assistant from the following location:

    $ORACLE_HOME/oracle_common/upgrade/bin/ua

  2. Select the All Configuration Used by the Domain option.
  3. Provide the location of the reconfigured 12.2.1.3.0 domain.
  4. Select the prerequisite check boxes.
  5. Click Upgrade.

4.5.2 Upgrading to Oracle Forms 12c (12.2.1.3.0) from 12c (12.2.1.1.0)

To upgrade Oracle Forms 12.2.1.3.0 from 12.2.1.1.0 you have to complete three steps.

The steps are as follows:

4.5.2.1 Running the Upgrade Assistant to upgrade the Domain Schema

Perform the steps required to run the 12.2.1.3.0 Upgrade Assistant for upgrading the Domain Schema.

To upgrade the Domain Schema:

  1. Run the 12.2.1.3.0 Upgrade Assistant from the following location:

    $ORACLE_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.

4.5.2.2 Reconfiguring the 12.2.1.1.0 Domain using the WLS Reconfiguration Wizard

You have to reconfigure the 12.2.1.1.0 Domain using the WLS Reconfiguration Wizard.

To reconfigure the 12.2.1.1.0 Domain:

  1. Run the Reconfiguration Wizard from the following location:

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

  2. Provide the location of the 12.2.1.1.0 FMW Domain for upgrade.
  3. Enter the RCU schema information.
  4. Select only the Topology option in the Advanced Configuration in the Reconfiguration 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 Reconfiguration Wizard.

4.5.2.3 Running the Upgrade Assistant to upgrade the Forms installation

You have complete series of steps by using the 12.2.1.3.0 Upgrade Assistant to upgrade the Forms installation.

To upgrade the Forms installation

  1. Run the 12.2.1.3.0 Upgrade Assistant from the following location:

    $ORACLE_HOME/oracle_common/upgrade/bin/ua

  2. Select the All Configuration Used by the Domain option.
  3. Provide the location of the reconfigured 12.2.1.3.0 domain.
  4. Select the prerequisite check boxes.
  5. Click Upgrade.

4.5.3 Upgrading to Oracle Forms 12c (12.2.1.3.0) from 12c (12.2.1.2.0)

To upgrade Oracle Forms 12.2.1.3.0 from 12.2.1.2.0 you have to complete three steps.

The steps are as follows:

4.5.3.1 Running the Upgrade Assistant to upgrade the Domain Schema

Perform the steps required to run the 12.2.1.3.0 Upgrade Assistant for upgrading the Domain Schema.

To upgrade the Domain Schema:

  1. Run the 12.2.1.3.0 Upgrade Assistant from the following location:

    $ORACLE_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.

4.5.3.2 Reconfiguring the 12.2.1.2.0 Domain using the WLS Reconfiguration Wizard

You have to reconfigure the 12.2.1.2.0 Domain using the WLS Reconfiguration Wizard.

To reconfigure the 12.2.1.2.0 Domain:

  1. Run the Reconfiguration Wizard from the following location:

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

  2. Provide the location of the 12.2.1.2.0 FMW Domain for upgrade.
  3. Enter the RCU schema information.
  4. Select only the Topology option in the Advanced Configuration in the Reconfiguration 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 Reconfiguration Wizard.

4.5.3.3 Running the Upgrade Assistant to upgrade the Forms installation

You have complete series of steps by using the 12.2.1.3.0 Upgrade Assistant to upgrade the Forms installation.

To upgrade the Forms installation

  1. Run the 12.2.1.3.0 Upgrade Assistant from the following location:

    $ORACLE_HOME/oracle_common/upgrade/bin/ua

  2. Select the All Configuration Used by the Domain option.
  3. Provide the location of the reconfigured 12.2.1.3.0 domain.
  4. Select the prerequisite check boxes.
  5. Click Upgrade.

4.6 Post-Upgrade Steps after Upgrading Oracle Forms

You have to perform series of post-upgrade tasks after using the Upgrade Assistant to upgrade Oracle Forms.

You have to complete the following tasks:

  • When upgrading from 11g Forms, regenerate the Forms application files: fmx's, mmx's, and plx's to run on Oracle Forms Services 12.2.1.3.0. This is not required when upgrading from Oracle Forms 12.2.1.

  • 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 12.2.1.3.0 Oracle WebLogic Server domain, see Custom Deployment of Forms Java EE Application.

  • 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 (12.2.1.3.0) Oracle instance directory.

  • Oracle Fusion Middleware 12c (12.2.1.3.0) 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 12.2.1.1.0.

4.7 Planning an Upgrade of Oracle Reports

Similar to Oracle Forms, upgrading Oracle Reports to 12c also requires careful preparation, planning, and performing series of steps.

If you are running any of the following versions, follow the steps provided in this chapter to upgrade Oracle Reports.

  • Oracle FMW 11g (Release 1) Reports to Oracle Reports 12c (12.2.1.3.0).

  • Oracle FMW 11g (Release 2) Reports to Oracle Reports 12c (12.2.1.3.0).

4.8 Preparing to Upgrade Oracle Reports

Before you begin to upgrade to Oracle Reports 12c (12.2.1.3.0), 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 reports-upgrade-ext.sh script is installed in the following directory:

    $ORACLE_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

4.9 Upgrading Oracle Reports

To upgrade Oracle Reports 12c you have to complete three main steps.

The steps are as follows

4.9.1 Re-Configuring the 11g Domain Using the WLS Reconfiguration Wizard

You have to reconfigure the 11g Domain using the WLS Reconfiguration Wizard.

To reconfigure the 11g Domain:

  1. Run the Reconfiguration Wizard from the following location:

    $ORACLE_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-APP-SERVERS 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 Reconfiguration Wizard.

Note:

In 11g, Reports do not require the Repository Creation Utility (RCU) schemas, but starting with 12c all the WebLogic Server 12c domains require RCU schemas to be setup. Hence, before you perform these steps, ensure that you create the required schemas (see Configuring the Oracle Fusion Middleware Infrastructure Domain) in RCU before you run the WLS Reconfiguration Wizard.

4.9.2 Using the Upgrade Assistant to Perform an Upgrade

Run the Upgrade Assistant to complete the upgrade of Oracle Reports from a 11g or previous 12c release to the latest release.

Complete the Examine Phase

Perform the following steps to complete the Examine phase. This task should be performed before you starting the upgrade process in the Upgrade Summary screen.

  1. Start the Upgrade Assistant.

  2. On the Examine screen, review the status of the Upgrade Assistant as it examines each component. You can verify information about components in 11g but missing in 12c, or undeployed reports. Make a note of the component names and types.

  3. Cancel the upgrade now, and create component/deploy reports 12c applications.

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

  5. Use WLST commands to create reports tools, reports servers, reports bridges. Use the same names available in the above step. For information about Provisioning, see Provisioning a Machine.

  6. Start Reports managed servers. This will cause reports 12c applications to be deployed automatically.

  7. Shutdown Nodemanager / AdminServer / Reports managed servers.

Start the Upgrade Process

To start the upgrade process in Upgrade Assistant:

  1. Go to the oracle_common/upgrade/bin directory.

  2. Start the Upgrade Assistant: ./ua.

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

  4. Select the prerequisite check boxes.

  5. On the Upgrade Summary screen, review the summary of the options you have selected for component configuration upgrade.

    The response file collects and stores all the information that you have entered, and enables you to perform a silent upgrade at a later time. The silent upgrade performs exactly the same function that the Upgrade Assistant performs, but you do not have to manually enter the data again. If you want to save these options to a response file, click Save Response File and provide the location and name of the response file.

    Click Upgrade to start the upgrade process.

4.10 Post-Upgrade Steps after Upgrading Oracle Reports

The post upgrade steps are only required for Oracle Reports when 11g domains span multiple machines.

You have to perform series of post-upgrade tasks after using the Upgrade Assistant to upgrade Oracle Reports.

Complete the following tasks:

  • For WLS:

    • Pack/Unpack domain for Remote machines.

    • Start remote managed servers, so that Reports 12c applications 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 (12.2.1.3.0).

  • 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 (12.2.1.3.0) Oracle instance directory.

Note:

To start Oracle Reports server and components after upgrading to 12c, see Starting and Stopping Oracle Reports Services.

4.11 Upgrading Forms and Reports Together from 11g to 12c

Before you begin upgrading Forms and Reports together, it is important to read the complete upgrade process and performed the pre-upgrade tasks.

For a complete list of pre-upgrade tasks, see:

The following tasks must be completed to upgrade Oracle Forms and Reports together from 11g to 12c:

  • Reconfiguring the 11g Domain using the WLS Reconfiguration Wizard

  • Using the Upgrade Assistant

  • Performing Post-Upgrade Procedures

Reconfiguring the 11g Domain using the WLS Reconfiguration Wizard

You have to reconfigure the 11g domain using the WLS Reconfiguration Wizard. To reconfigure the 11g domain:

  1. Go to the oracle_common/common/bin directory. Start the Reconfiguration Wizard: ./reconfig.sh.

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

  3. Enter the RCU schema information.

  4. Select
    • For Forms: Only the Topology option on the Advanced Configuration screen.

    • For Reports: Only the Managed Servers.

    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. Specify the username and password if required.

  6. Select JRF-MAN-SVR and
    • For Forms: 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.

    • For Reports: 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 Reconfiguration Progress screen.

  8. The Reconfiguration Progress screen displays the progress of the reconfiguration process.

  9. The End of Configuration screen indicates whether the reconfiguration process completed successfully or failed.

    If the reconfiguration process did not complete successfully, an error message is displayed indicates the reason. Take appropriate action to resolve the issue.

Note:

In 11g, Forms and Reports do not require the Repository Creation Utility (RCU) schemas, but starting with 12c all the WebLogic Server 12c domains require RCU schemas to be setup. Hence, before you perform these steps, ensure that you create the required schemas (see Configuring the Oracle Fusion Middleware Infrastructure Domain) in RCU before you run the WLS Reconfiguration Wizard.

Using the Upgrade Assistant

Run the Upgrade Assistant to complete the upgrade from 11g to 12c.

To complete the upgrade from 11g to 12c, you have to run the Upgrade Assistant by performing the following steps:

  1. Go to the oracle_common/upgrade/bin directory. Start the Upgrade Assistant: ./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.

  5. Click Upgrade to start the upgrade process.

  6. On the Upgrade Progress screen, monitor the status of the upgrade.

    If any components are not upgraded successfully, refer to the Upgrade Assistant log files for detailed information.

    Click Next.

  7. If the upgrade is successful: On the Upgrade Success screen, click Close to complete the upgrade and close the wizard.

    If the upgrade fails: On the Upgrade Failure screen, click View Log to view and troubleshoot the errors.

Performing Post-Upgrade Procedures

You have to complete additional post-upgrade tasks after using the Upgrade Assistant to upgrade to Oracle Forms and Reports 12c. See: