Oracle® WebCenter

Installation and Configuration Roadmap

11g Release 1 (11.1.1.5.0)

E22628-01

April 2011

Welcome to Oracle WebCenter!

Use this documentation roadmap to find instructions on how to install, upgrade, and/or patch Oracle WebCenter, then perform the necessary configurations. In Figure 1, find the starting point that best describes your current environment, then click the graphic or use the links in Table 1 to jump to the Guide that you need.

Figure 1 Starting Points for WebCenter Installation

Starting Points for WebCenter Installation Click to open Installation Guide for Oracle WebCenter Click to open Installation Guide for Oracle WebCenter Click to open Enterprise Deployment Guide for Oracle WebCenter Click to open Enterprise Deployment Guide for Oracle WebCenter Click to open Oracle Fusion Middleware Patching Guide Click to open Oracle Fusion Middleware Patching Guide Click to open Upgrade Guide for Oracle SOA Suite, WebCenter, and ADF Click to open Upgrade Guide for Oracle SOA Suite, WebCenter, and ADF

Table 1 Starting Points for WebCenter Installation

Starting Point Install Summary Detailed Instructions

New WebCenter Installation

   
  • Install WebCenter in a simple, non-clustered topology?

Roadmap

Oracle Fusion Middleware Installation Guide for Oracle WebCenter

  • Install WebCenter in an enterprise topology?

Roadmap

Oracle Fusion Middleware Enterprise Deployment Guide for Oracle WebCenter

Existing WebCenter Installation

   
  • Upgrade from a previous WebCenter 11g release to the current version?

Roadmaps

Oracle Fusion Middleware Patching Guide

  • Upgrade from a previous WebCenter 10g release to the current version?

Roadmap

Oracle Fusion Middleware Upgrade Guide for Oracle SOA Suite, WebCenter, and ADF


Before you start, review the installation roadmap for your installation:

Installing WebCenter for the First Time

Upgrading an Existing WebCenter 11g Installation

Upgrading an Existing WebCenter 10g Installation

Note:

For existing installations, note that upgrades may include new features that will need to be configured as described in the section on New Oracle WebCenter Installations - Roadmaps.

1 New Oracle WebCenter Installations - Roadmaps

The roadmaps in this section provide an overview of the steps required to install Oracle WebCenter and guides you to the documentation. Oracle provides documentation for two installation scenarios:

  • Simple topology - install Oracle WebCenter in a simple, non-clustered environment. Figure 2 illustrates the installation process for a simple topology.

  • Enterprise topology - install Oracle WebCenter in a distributed environment with built-in security and high availability. Figure 3 illustrates the installation process for an enterprise topology.

Figure 4 shows post-installation steps required to configure WebCenter components and services that are required for both topologies. Click the flow charts for more information on how to complete each step.

Before you start, you might like to read:

Figure 2 Installing Oracle WebCenter for the First Time - Simple Topology

Installing WebCenter - Simple Topology Perform pre-install tasks Verify system requirements Install and configure a database Create WebCenter schemas for WebCenter Spaces Create WebCenter schemas for WebCenter Portal applications Install Oracle WebLogic Server Install WebCenter: Prepare to install Install WebCenter: Download WebCenter software Install WebCenter: Install WebCenter products Install Other Fusion Middleware Products: Oracle Enterprise Content Management Suite (ECM) Install Other Fusion Middleware Products: Oracle SOA Suite Install Other Fusion Middleware Products: Oracle Web Tier (Oracle HTTP Server) Configure Domain for WebCenter Extend Domain for WebCenter Perform post-install tasks for WebCenter: Set up and start Node Manager Perform post-install tasks for WebCenter: Launch Admin server Perform post-install tasks for WebCenter: Launch managed servers Perform post-install tasks for WebCenter: Verify the installation Install and configure external LDAP ID store Extend domain for ECM Extend domain for ECM: Set up Oracle Content Server for WebCenter Extend domain for ECM: Connect WebCenter application to Oracle Content Server Install and configure back-end components: Connect to analytics collector Install and configure back-end components: Connect to BPEL server Install and configure back-end components: Connect to discussion server Install and configure back-end components: Configure WebCenter Spaces workflows Install and configure back-end components: Register portlet producers Install and configure back-end components: Connect to presence server Install and configure back-end components: Configure SES Search Install and configure back-end components: Configure personalization Install and configure back-end components: Connect to mail server Install and configure back-end components: Connect to events server

Click the flow chart or use Table 2 to navigate to the appropriate Guide.

Table 2 Installing Oracle WebCenter for the First Time - Simple Topology

Task and link to more information Mandatory or Optional? Notes

Perform pre-install tasks

Mandatory

 

Verify system requirements, then install and configure a database

Mandatory

 

Create WebCenter schemas for WebCenter Spaces

Create WebCenter schemas for WebCenter Portal applications

Mandatory

If you want to use WebCenter Spaces as well as build WebCenter Portal applications you must run the RCU twice as both require their own WEBCENTER schema.

Schemas for the Discussions service and portlets are also required if you plan to use those services. If you plan on using the Recommendation service, then the Activity Graph product needs to be installed. Note that only one ACTIVITIES schema is allowed per domain, which can be used by both WebCenter Spaces and WebCenter Portal applications.

Install Oracle WebLogic Server

Mandatory

 

Install Oracle WebCenter:

Mandatory

 

Install other Fusion Middleware products:

Optional

SOA is mandatory for the Worklist service and WebCenter Spaces Workflows.ECM is mandatory for Content Presenter, and is recommended for the Documents service.

OHS is recommended for OCS integration and for SSO (since SSO is needed to stop multiple login prompts), and is required for REST and SOA.

Create new domain for WebCenter or extend an existing domain:

Mandatory

Oracle does not recommend deploying WebCenter Portal or WebCenter Producer applications to the Administration Server or any of the default managed servers created during Oracle WebCenter installation.

Note: For WebCenter Spaces connections to be automatically configured, the managed server of the target component must have an explicit listening address. If its listening address is empty or null or "localhost", then it must have a system associated to it that has an explicit address.

Perform post-install tasks for WebCenter:

Mandatory

 

Install and configure external LDAP ID store

Mandatory

Mandatory for Oracle Content Server and Discussions

Install and configure Oracle Content Server (OCS):

Optional

Mandatory for Content Presenter, and recommended for the Documents service.

Install and configure back-end components for WebCenter services:

Optional

Mandatory for the WebCenter services you want to use

See also, Post-install Configuration for WebCenter Components and Services


Figure 3 Installing Oracle WebCenter for the First Time - Enterprise Topology

Installing WebCenter - Enterprise Topology Verify hardware requirements Verify software requirements Install and configure a database Configure network components Set up shared storage Configure credential and policy store Install Oracle HTTP Server (OHS) Install WebLogic Server and create a Middleware home Install Oracle WebCenter Enable VIP1 Create domain Configure Oracle HTTP Server Extend domain for SOA components Extend domain for WebCenter products Set up and start Node Manager Configure Java Object Cache Connect to discussion server Connect to analytics collector Connect to BPEL server Configure WebCenter Spaces workflows Register portlet producers Register pagelet producer Connect to presence server Configure SES Search Configure personalization Connect to mail server Connect to events server Extend domain for ECM (Oracle Content Server) Propagate domain to WebCenter host Set up Oracle Content Server (OCS) for WebCenter Configure OHS for OCS Connect WebCenter to OCS Integrate with Oracle Identity Management

Click the flow chart or use Table 3 to navigate to the appropriate Guide.

Table 3 Installing Oracle WebCenter for the First Time - Enterprise Topology

Task and link to more information Mandatory or Optional? Notes

Verify hardware requirements

Mandatory

 

Verify software requirements

Mandatory

 

Install and configure a database

Mandatory

 

Configure network components

Mandatory

 

Set up shared storage

Optional

 

Configure credential and policy store

Mandatory

 

Install Oracle HTTP Server (OHS)

Mandatory

 

Install WebLogic Server and create a Middleware home

Mandatory

 

Install Oracle WebCenter

Mandatory

 

Enable VIP1

Mandatory

 

Create domain

Mandatory

 

Configure Oracle HTTP Server

Mandatory

 

Extend domain for SOA components

Optional

 

Extend domain for WebCenter components

Mandatory

Option to configure the domain for WebCenter Spaces or create a custom managed server for WebCenter Portal applications

Set up Node Manager

Mandatory

 

Configure Java Object Cache

Mandatory

 

Install and configure back-end components for required WebCenter services:

Optional

Mandatory for the WebCenter services you want to use

See also, Post-install Configuration for WebCenter Components and Services

Extend domain for ECM (Oracle Content Server)

Optional

Mandatory for WebCenter Spaces

Propagate domain to WebCenter host

   

Set up Oracle Content Server (OCS) for WebCenter

   

Configure OHS for OCS

   

Connect WebCenter to OCS

   

Integrate with Oracle Identity Management

Mandatory

 

Figure 4 Post-install Configuration for WebCenter Components and Services

Post-install configuration for WebCenter services Get WebCenter Spaces up and running Get Documents service working Get Activity Stream service working Get Discussion/Announcement service working Configure cluster support Get portlet producers working Get pagelet producers working Get Analytics service working Get Activity Graph service working Enable single Activity Graph engine Get Personalization service working Get IMP service working Get Event service working Get Mail service working Get Search service working Get Worklist service working Get RSS news feeds working Get REST working Get Subscriptions and Notifications working

Click the flow chart or use Table 4 to navigate to the appropriate Guide.

Table 4 Getting WebCenter Components and Services Working

WebCenter Component/Service Feature Documentation

WebCenter Spaces

 

Get WebCenter Spaces up and running

Documents service

Document management, wikis, blogs, content presenter

Connect to content repository

Activity Stream service

Activity streaming

Requires Oracle Content Server to be set up for the Document service

Discussions and Announcement services

Discussion forums and announcements

Connect to discussion server

In a clustered environment, additional configuration is required. More

Portlet producers

WSRP, PDK-Java portlets

Register portlet producers

Pagelet producers

Pagelets

Register pagelet producer

Analytics service

Analytics reports

Connect to analytics collector

Activity Graph service

Recommendation and similar item task flows

Connect to analytics collector

In a clustered environment, the activity graph engine must be be targeted to a single managed server (not the cluster). More

Personalization service

Personalization scenarios

Configure personalization

Instant Messaging and Presence service

Presence status, other presence options (such as send mail, send instant message, start phone conference)

Connect to presence server

Event service

Personal calendar and Space event management

Connect to events server

Mail service

Mail task flow

Connect to mail server

Search service

Search task flows

Configure SES Search

Worklist service

Worklist task flows

Connect to BPEL server

RSS News Feeds

External RSS news feeds

Configure proxy for RSS

REST services

RESTful interface to WebCenter services

Configure REST

Subscriptions and Notifications

Notifications about subscribed services and objects

Configure notifications


2 Existing Oracle WebCenter 11g Installation - Roadmaps

The roadmaps in this section provide an overview of the steps required to apply the latest Oracle WebCenter patch (11.1.1.5.0) and guides you to the documentation. Oracle provides documentation for the following installation scenarios:

Before you start, you may also like to read:

Patching an Oracle WebCenter 11.1.1.4.0 Installation

Figure 5 illustrates the steps required to update an Oracle WebCenter 11g (11.1.1.4.0) installation to 11.1.1.5.0. Click the flow chart or use Table 5 to navigate to information for each step.

Figure 5 Applying the Latest Patch to Oracle WebCenter 11.1.1.4.0

Applying the Latest Patch to Oracle WebCenter 11.1.1.4.0 Stop managed servers, Admin server, system components, & node manager Back up your Middleware Home, Domain Home, Oracle instances, databases, other configuration information Run the Upgrade Installer to patch WebLogic Server to the latest version Rename the emCCR File for Silent Patching Run the WebCenter installer to patch Oracle WebCenter to 11.1.1.5.0 Run the WebCenter installer to patch other FMW product to 11.1.1.5.0 Run Patch Set Assistant to update the MDS schema Verify Oracle WebCenter 11.1.1.5.0

Table 5 Applying the Latest Patch to Oracle WebCenter 11.1.1.4.0

Task and link to more information Mandatory or Optional? Notes

Stop managed servers, Admin server, system components, & node manager

Mandatory

 

Back up your current WebCenter environment

Mandatory

 

Patch WebLogic Server to the latest version

Mandatory

 

Perform general pre-patch tasks for Fusion Middleware products:

Mandatory

 

Run Patch Set Installer to patch the following Fusion Middleware products to 11.1.1.5.0:

  • Oracle Web Tier (Oracle HTTP server)

  • Oracle Identity Management

  • Oracle Portal, Forms, Reports and Discoverer

Optional

Mandatory for the products you have installed

Oracle HTTP server is recommended for OCS integration

Run the WebCenter installer to patch Oracle WebCenter to 11.1.1.5.0

Mandatory

 

Run product installers to patch other Fusion Middleware products to 11.1.1.5.0, including:

Mandatory

SOA is mandatory for the Worklist service and WebCenter Spaces Workflows.ECM is mandatory for Content Presenter, and is recommended for the Documents service.

OHS is recommended for OCS integration and for SSO (since SSO is needed to stop multiple login prompts), and is required for REST and SOA.

Update MDS schema

Mandatory

 

Start the servers and processes

Mandatory

 

Verify Oracle WebCenter 11.1.1.5.0

Mandatory

 

Patching an Oracle WebCenter 11.1.1.2.0 or 11.1.1.3.0 Installation

Figure 6 illustrates the steps required to update an Oracle WebCenter 11g (11.1.1.2.0 or 11.1.1.3.0) installation to 11.1.1.5.0. Click the flow chart or use Table 6 to navigate to information for each step.

Figure 6 Applying the Latest Patch to Oracle WebCenter 11g (11.1.1.2.0 or 11.1.1.3.0)

Applying latest patch to 11.1.1.2.0 or 11.1.1.3.0 Stop managed servers, Admin server, system components, & node manager Back up your Middleware Home, Domain Home, Oracle instances, databases, other configuration information Run the Upgrade Installer to patch WebLogic Server to the latest version Perform general pre-patch tasks for Fusion Middleware Save OmniPortlet and WebClipping customizations Run purgeMetadata() for WebCenter Spaces Upgrade Oracle UCM10g Remove LD_LIBRARY_PATH from setDomainEnv script Run Patch Set Installer to patch Fusion Middleware products to 11.1.1.5.0 Update OWSM policies Run the WebCenter installer to patch Oracle WebCenter to 11.1.1.5.0 Update schemas Perform post-patch tasks for Fusion Middleware products Perform post-patch tasks for Oracle WebCenter Perform post-patch tasks for WebCenter Spaces Perform post-patch tasks for WebCenter security Add new features to Oracle WebCenter Verify Oracle WebCenter 11.1.1.5.0

Click the flow chart or use Table 6 to navigate to the appropriate Guide.

Table 6 Applying the Latest Patch to Oracle WebCenter 11g (11.1.1.2.0 or 11.1.1.3.0)

Task and link to more information Mandatory or Optional? Notes

Stop managed servers, Admin server, system components, & node manager

Mandatory

 

Back up your current WebCenter environment

Mandatory

 

Patch WebLogic Server to the latest version

Mandatory

 

Perform general pre-patch tasks for Fusion Middleware

Mandatory

 

Perform pre-patch tasks for WebCenter:

Mandatory

 

Run Patch Set Installer to patch the following Fusion Middleware products to 11.1.1.5.0:

Optional

Mandatory for the products you have installed

Oracle HTTP server is recommended for OCS integration

Run WebCenter installer to patch Oracle WebCenter to 11.1.1.5.0

Mandatory

 

Update OWSM policies

Mandatory

If Oracle Web Services Manager (OWSM) is installed.

Run product installers to patch other Fusion Middleware products to 11.1.1.5.0, including:

Optional

ECM and SOA are mandatory for WebCenter Spaces

OHS is recommended for OCS integration

Update schemas

Mandatory

 

Perform post-patch tasks for Fusion Middleware products

Mandatory

 

Perform post-patch tasks for Oracle WebCenter

Mandatory

 

Perform post-patch tasks for WebCenter Spaces

Mandatory

Mandatory for WebCenter Spaces

Perform post-patch tasks for WebCenter security

Optional

 

Add new Oracle WebCenter features

Optional

 

Verify Oracle WebCenter 11.1.1.5.0

Optional

 

Patching an Oracle WebCenter 11.1.1.1.0 Installation

If you are currently running Oracle WebCenter 11g (11.1.1.1.0), you must update your Oracle Fusion Middleware environment to 11g (11.1.1.2.0) before applying the Oracle WebCenter 11g (11.1.1.5.0) patch. Figure 7 illustrates the steps required.

Click the flow chart for more information on how to complete each step.

Figure 7 Applying the Latest Patch to Oracle WebCenter 11.1.1.1.0

Applying the Latest Patch to WebCenter 11.1.1.1.0 Migrate Fusion Middleware products and Oracle WebCenter to 11.1.1.2.0 Perform post-migration configuration for Oracle WebCenter Reconfigure ID store & migrate application policy and credential store Configure SSL and keystore (if used in 11.1.1.1.0) Configure SSO (if used in 11.1.1.1.0) Migrate wiki templates and attachments Apply 11.1.1.1.0 configuration changes Refresh group space data (WebCenter Spaces) Migrate to Oracle Content Server 10.1.3.5.1 Configure WS-Security for Discussions (WebCenter Spaces) Migrate custom WebCenter applications Perform post-migration configuration for other FMW components Migrate to 11.1.1.5.0

Click the flow chart or use Table 7 to navigate to the appropriate Guide.

Table 7 Applying the Latest Patch to Oracle WebCenter 11.1.1.1.0

Task and link to more information Mandatory or Optional? Notes

Migrate Fusion Middleware products and Oracle WebCenter to 11.1.1.2.0

Mandatory

 

Perform post-migration configuration for Oracle WebCenter

Mandatory

 

Reconfigure ID store & migrate application policy and credential store

Mandatory

 

Configure SSL and keystore

Optional

Only if used in 11.1.1.1.0

Configure SSO

Optional

Only if used in 11.1.1.1.0

Migrate wiki templates and attachments

Optional

 

Apply 11.1.1.1.0 configuration changes

Mandatory

 

Refresh group space data

Mandatory

WebCenter Spaces only

Migrate to Oracle Content Server 10.1.3.5.1

Mandatory

 

Configure WS-Security for Discussions

Mandatory

WebCenter Spaces only

Migrate custom WebCenter applications

Mandatory

 

Perform post-migration configuration for other FMW components

Mandatory

 

Patch 11.1.1.2.0 to 11.1.1.5.0

Mandatory

 

3 Existing Oracle WebCenter 10g Installation - Roadmap

If you are currently running Oracle WebCenter 10g (10.1.3) you must upgrade your Oracle Application Server 10g environment to Oracle Fusion Middleware 11g, and then upgrade your WebCenter applications from 10g (10.1.3) to 11g (11.1.1.5.0). Figure 8 illustrates the steps required.

Click the flow chart for more information on how to complete each step.

Before you start, you may also like to read:

Figure 8 Upgrading from Oracle WebCenter 10g 10.1.3

Upgrading from Oracle WebCenter 10g 10.1.3 Prepare for upgrade from 10g Upgrade WebCenter environment (optionally SOA and ADF) Upgrade WebCenter service back-ends (Discussions, OCS, Wiki and Blog Server) Upgrade WebCenter applications Upgrade portlet producers Migrate data (OCS and wikis and blogs)

Click the flow chart or use Table 8 to navigate to the appropriate Guide.

Table 8 Upgrading from Oracle WebCenter 10g 10.1.3

Task and link to more information Mandatory or Optional? Notes

Prepare for upgrade from 10g

Mandatory

 

Upgrade WebCenter environment

Mandatory

Optionally upgrade SOA & ADF

Upgrade WebCenter service back-ends (Discussions, OCS, Wiki & Blog Server)

Mandatory

Only mandatory for services that you use

Upgrade WebCenter applications

   

Upgrade portlet producers

   

Migrate data on Oracle Content DB and Oracle Wiki and Blog server

   

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Oracle WebCenter Installation and Configuration Roadmap, 11g Release 1 (11.1.1.5.0)

E22628-01

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