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 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.

For example, if you are running Oracle Application Server 10g (9.0.4), then you must first upgrade to 10g Release 2 (10.1.2) before you can upgrade to Oracle Fusion Middleware 11g.

1.2.2 Supported Upgrade Starting Points for Oracle Fusion Middleware 11g

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 Application Server Portal Release 2 (10.1.4)

  • Oracle Identity Management 10g (10.1.4) Identity Management instance

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:

For information about the latest database versions supported by Oracle Fusion Middleware 11g, see Chapter 6, "Upgrading and Preparing Your Databases".

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 1.2.4, "Using OracleMetaLink to Obtain the Latest Oracle Application Server Patch Set".

1.2.3 Special Instructions for Oracle Fusion Middleware 11g Release 1 (11.1.1.1.0) Users

If you installed and configured Oracle Fusion Middleware 11g Release 1 (11.1.1.1.0), then you should be aware of the following:

  • At the time this document was published, the latest release of Oracle Fusion Middleware 11g was 11g Release 1 (11.1.1.2.0), which provides new features and capabilities that supersede those available in Oracle Fusion Middleware 11g Release 1 (11.1.1.1.0).

  • 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 Oracle Fusion Middleware 11g Release 1 (11.1.1.2.0).

  • For information about migrating from Oracle Fusion Middleware 11g Release 1 (11.1.1.1.0) to 11g Release 1 (11.1.1.2.0), refer to Oracle Fusion Middleware Using Patch Assistant to Migrate From 11.1.1.1 to 11.1.1.2.

1.2.4 Using OracleMetaLink 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://metalink.oracle.com/

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

1.2.5 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 to Oracle Application Server 10g Release 2 (10.1.2)

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 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 to Oracle Application Server 10g Release 2 (10.1.2)

Oracle Application Server Upgrade and Compatibility Guide for your platform, available in the Oracle Application Server 10g Release 2 (10.1.2) 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 5, "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 Compatibility and Interoperability Requirements

Before you begin upgrading your Oracle Application Server 10g environment, consider any compatibility and interoperability issues associated with upgrade.

For more information, refer to Chapter 4, "Understanding Version Compatibility and Interoperability".

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 Section 4.5, "Applying Patch Sets to Address Specific Upgrade Interoperability Issues".

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.

For more information, refer to "System Requirements and Prerequisites" in the Oracle Fusion Middleware Installation Planning Guide.

1.7 Task 7: 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 a... Refer to this document...

10g Release 2 (10.1.2) Portal and Wireless Middle Tier

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 Release 2 (10.1.2) Forms and Reports Services

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

10g Release 2 (10.1.2) Identity Management

Oracle Fusion Middleware Upgrade Guide for Oracle Identity Management

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

10g (10.1.4) Identity Management instance Identity Management

Oracle Fusion Middleware Upgrade Guide for Oracle Identity Management