Oracle® WebCenter Installation and Configuration Roadmap 11g Release 1 (11.1.1.5.0) E22628-01 |
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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.
Table 1 Starting Points for WebCenter Installation
Starting Point | Install Summary | Detailed Instructions |
---|---|---|
New WebCenter Installation |
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|
Roadmap |
Oracle Fusion Middleware Installation Guide for Oracle WebCenter |
|
Roadmap |
Oracle Fusion Middleware Enterprise Deployment Guide for Oracle WebCenter |
Existing WebCenter Installation |
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|
Roadmaps |
Oracle Fusion Middleware Patching Guide |
|
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. |
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:
Oracle Fusion Middleware Installation Planning Guide
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 |
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 |
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Set up Oracle Content Server (OCS) for WebCenter |
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Configure OHS for OCS |
||
Connect WebCenter to OCS |
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Integrate with Oracle Identity Management |
Mandatory |
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 |
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:
Oracle Fusion Middleware Installation Planning Guide
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.
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 |
|
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:
|
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.
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 |
|
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.
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 |
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:
Oracle Fusion Middleware Upgrade Planning Guide
Oracle Fusion Middleware Installation Planning Guide
Oracle Fusion Middleware Repository Creation Utility User's Guide
Oracle Fusion Middleware Concepts
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 |
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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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