Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Summary of the Oracle Portal, Forms, Reports, and Discoverer Upgrade Process

• 1.1 Flow Chart of the Oracle Portal, Forms, Reports, and Discoverer Upgrade Process
• 1.2 Table Describing the Steps in the Oracle Application Server Upgrade Process

2 Oracle Portal, Forms, Reports, and Discoverer for 10g Users

• 2.1 Components of the Oracle Portal, Forms, Reports, and Discoverer Suite
• 2.2 Basic Architecture of the Oracle Portal, Forms, Reports, and Discoverer Suite
• 2.3 Considerations When Deciding Upon an Oracle Portal, Forms, Reports, and Discoverer Topology
  • 2.3.1 General Guideline for Configuring Your Oracle Fusion Middleware Topology
  • 2.3.2 Understanding the Impact on Upgrade When Configuring an Alternative Topology
    • 2.3.2.1 Extending a Domain Creates Multiple Oracle Instances and Web Tier Components
    • 2.3.2.2 Impact of Multiple Web Tier Components in the Same Domain
    • 2.3.2.3 Impact of Multiple Oracle Instances on Upgrade
  • 2.3.3 Upgrading Oracle Single Sign-On to Oracle Access Manager

3 Upgrading Your Oracle Portal, Forms, Reports, and Discoverer Environment

• 3.1 Task 1: Understand the Starting Points for Oracle Portal, Forms, Reports, and Discoverer Upgrade
• 3.2 Task 2: Decide Upon an Oracle Portal, Forms, Reports, and Discoverer Topology
• 3.3 Task 3: If Necessary, Upgrade the Database that Contains the Oracle Portal and Oracle BI Discoverer Schemas
• 3.4 Task 4: Use the Repository Creation Utility to Install the Oracle BI Discoverer Schema in the Database
  • 3.4.1 Verifying that the Database Meets the Minimum Requirements for Oracle BI Discoverer 11g
  • 3.4.2 Running the Repository Creation Utility in Preparation for Upgrading Oracle BI Discoverer
  • 3.4.3 Selecting the Oracle BI Discoverer Schema In Preparation for an Oracle Portal, Forms, Reports, and Discoverer Upgrade
  • 3.4.4 Providing a Password for the Oracle BI Discoverer 11g Schema
• 3.5 Task 5: Install and Configure Oracle Portal, Forms, Reports, and Discoverer Middle Tiers
  • 3.5.1 Task 5a: Understand the Implications of Installing Oracle Portal Against the Oracle Application Server 10g PORTAL schema
  • 3.5.2 Task 5b: Consider the Impact of the Oracle Portal Upgrade on Oracle Web Agent (OWA) Packages
  • 3.5.3 Task 5c: Install the Oracle Fusion Middleware 11g Software
    • 3.5.3.1 About the Oracle Portal, Forms, Reports, and Discoverer Installation and Configuration Tool
    • 3.5.3.2 Related Documentation for Installing and Configuring Oracle Portal, Forms, Reports, and Discoverer 11g
    • 3.5.3.3 Summary of the Oracle Portal, Forms, Reports, and Discoverer 11g Installation Steps
  • 3.5.4 Task 5d: Configure Oracle Portal, Forms, Reports, and Discoverer in Preparation for Upgrade
    • 3.5.4.1 Running the Oracle Portal, Forms, Reports, and Discoverer Configuration Tool
    • 3.5.4.2 Specifying the PORTAL Schema Name and Password
    • 3.5.4.3 Specifying the DISCOVERER Schema Name and Password
    • 3.5.4.4 Locating the Oracle Portal 10g Schema Password in the Oracle Internet Directory
  • 3.5.5 Step 5e: Verify the Installation and Configuration of Your Oracle Portal, Forms, Reports, and Discoverer 11g Environment
• 3.6 Task 6: Use the Upgrade Assistant to Upgrade the Required Schemas and Middle Tiers
  • 3.6.1 Task 6a: Start the Upgrade Assistant for an Oracle Portal, Forms, Reports, and Discoverer Upgrade
  • 3.6.2 Task 6b: Upgrade the Oracle Portal, Forms, Reports, and Discoverer Middle Tiers
    • 3.6.2.1 Using the Upgrade Assistant to Upgrade the Oracle Portal, Forms, Reports, and Discoverer Middle Tier
    • 3.6.2.2 Important Notes When Using the Source Oracle Home Ports in the Destination Oracle Instance
  • 3.6.3 Task 6c: Upgrade the Oracle BI Discoverer Schema
  • 3.6.4 Task 6d: Upgrade the Oracle Portal Schema
    • 3.6.4.1 Understanding the Impact of the Oracle Portal Schema Upgrade
    • 3.6.4.2 Checking for Invalid Objects in the Database Where the Oracle Portal 10g Schema Resides
    • 3.6.4.3 Backing Up the Database Where the Oracle Portal 10g Schema Resides
    • 3.6.4.4 Verifying the Required Database Parameters for Oracle Portal 11g
    • 3.6.4.5 Verifying That the Database and Oracle Internet Directory Are Running
    • 3.6.4.6 Using the Upgrade Assistant to Upgrade the Oracle Portal Schema
• 3.7 Task 7: Perform Any Required Post-Upgrade Configuration Tasks
• 3.8 Task 8: Verify the Oracle Portal, Forms, Reports, and Discoverer Upgrade

4 Oracle Portal, Forms, Reports, and Discoverer Post-Upgrade Tasks

• 4.1 Post-Upgrade Tasks for Oracle Portal
  • 4.1.1 Configuring Preference Stores in an Upgraded Oracle Portal 11g Environment
    • 4.1.1.1 About the jdbc/portletPrefs Data Source
    • 4.1.1.2 Oracle Portal Post-Upgrade Tasks If You Are Using One Database-Based Preference Store
    • 4.1.1.3 Oracle Portal Post-Upgrade Tasks If You Are Using Multiple Database-Based Stores
    • 4.1.1.4 Oracle Portal Post-Upgrade Tasks If You Are Not Using a Database-Based Preference Store
    • 4.1.1.5 Oracle Portal Post-Upgrade Tasks If You Are Using One or More File-Based Store
    • 4.1.1.6 Creating a New Database Preference Store for PDK-Java or WSRP Applications
  • 4.1.2 Upgrading the PDK-Java Sample Application and Its Customizations from Oracle Portal 10g to 11g
    • 4.1.2.1 Upgrading the jpdk.ear file and Its Customizations to an 11g File-Based Preference Store
    • 4.1.2.2 Upgrading the jpdk.ear file and Its Customizations to an 11g Database Preference Store
  • 4.1.3 Removing the Community News Portlet
  • 4.1.4 Configuring End-to-End SSL for an Upgraded Oracle Portal Environment
  • 4.1.5 Removing Obsolete Partner Applications After Upgrade
  • 4.1.6 Relative Hypertext Links to Images and Documents May Break After Upgrade
  • 4.1.7 Resetting FILE_ACCESS_ROLE if Set Before Installing or Upgrading to Oracle Portal 11g
  • 4.1.8 Refreshing the Database Provider to Fix Missing Translated Content
  • 4.1.9 Refreshing OMNI, WebClipping, or Sample Producers After Upgrade
  • 4.1.10 Upgrading Sample WSRP Providers During a Portal Midtier Upgrade
  • 4.1.11 About OmniPortlet Repository Changes
• 4.2 Post-Upgrade Tasks and Information for Oracle BI Discoverer
  • 4.2.1 Upgrading Oracle BI Discoverer Plus OLAP 10g User Privileges to 11g
    • 4.2.1.1 Authorizing a New User to Access the Discoverer Catalog
    • 4.2.1.2 Updating the Privileges of an Existing Discoverer Catalog User
  • 4.2.2 About Using the Oracle BI Discoverer End User Layer in Oracle Fusion Middleware 11g
  • 4.2.3 Configuring Application URLs in Fusion Middleware Control After Upgrading Using the 10g Ports
  • 4.2.4 Updating Environment Variables for Oracle E-Business Suite 11i and Oracle Business Intelligence Discoverer 10g
    • 4.2.4.1 Updating the Environment Script
    • 4.2.4.2 Clearing the Environment Variables
    • 4.2.4.3 Providing Separate User Credentials
• 4.3 Post-Upgrade Tasks for Oracle Forms Services
• 4.4 Post-Upgrade Tasks for Oracle Reports
  • 4.4.1 Configuring Security After Upgrade to Oracle Reports 11g
  • 4.4.2 Additional Oracle Reports Post-Upgrade Tasks
    • 4.4.2.1 Modifying Oracle Reports Shell Scripts After Upgrade
    • 4.4.2.2 Modifying Oracle Reports DAT Files After Upgrade
    • 4.4.2.3 About the In-process Server Target After Upgrade
    • 4.4.2.4 About the Pluggable Reports Components After Upgrade
    • 4.4.2.5 Viewing Cached Reports Output Files After Upgrade
• 4.5 Post-Upgrade Tasks and Information for the Web Tier Components
  • 4.5.1 Resetting the Oracle Web Cache Passwords in Oracle Web Cache and Oracle Portal After Upgrade
  • 4.5.2 Web Tier Component Post-Upgrade Tasks When Using Oracle Single Sign-On
  • 4.5.3 Additional Web Tier Component Post-Upgrade Tasks

A Upgrading an Oracle Portal Repository in a Customer Database

• A.1 General Information About Upgrading Oracle Portal
• A.2 Preparing to Upgrade the Oracle Portal Repository in a Customer Database
• A.3 Performing the Upgrade of the Oracle Portal Schema in a Customer Database