7 Before You Upgrade Site Capture

This chapter includes the following sections:

7.1 Upgrade Paths

The following Site Capture installations can be upgraded directly to version 11g R1 (11.1.1.8.0):

  • FatWire Site Capture 1.1

  • Oracle WebCenter Sites: Site Capture 11g R1 (11.1.1.6.0)

  • Oracle WebCenter Sites: Site Capture 11g R1 (11.1.1.6.1) Bundled Patch 1

Note:

If your WebCenter Sites installation will not be upgraded to 11g R1 (11.1.1.8.0), do not upgrade the Site Capture application. The upgraded version runs on WebCenter Sites 11g R1 (11.1.1.8.0).

Providing upgrade feature inside the Site Capture installer enables:

  • Adding new features and bug fixes to your existing Site Capture installation

  • Ensuring integrity of data in your existing Site Capture installation

  • Ensuring the generation of an application war file with all new features in your existing Site Capture installation directory

7.2 Planning the Upgrade Process

Upgrades disrupt the operation of active systems and may result in extended downtime. To minimize such disruptions, Oracle highly recommends adopting the strategy outlined in this section, when upgrading to Site Capture 11g R1 (11.1.1.8.0).

Note:

The term "active" is used to denote any system that is currently running Site Capture and whose unexpected downtime will affect business and productivity of the organization.

Site Capture runs on its own database and interacts with WebCenter Sites through the Web Experience Management (WEM) framework. Before upgrading an active Site Capture environment, it is critical to perform a trial upgrade on a duplicate environment. The trial upgrade will help you detect and document system-specific issues and correct them in advance of the actual upgrade.

If a duplicate environment is not available, then start by upgrading your active Site Capture 1.1 or Site Capture 11g R1 (11.1.1.6.x) environment. Note that this approach is highly risky; it should not be attempted unless extended downtime is deemed acceptable.

7.3 Pre-Upgrade Steps

Before upgrading, complete the following steps:

  • Read the rest of this guide to familiarize yourself with the upgrade prerequisites and procedures.

  • Read the following documentation, available at http://docs.oracle.com:

    • WebCenter Sites Certification Matrix

    • WebCenter Sites Release Notes

  • Upgrade your Content Server 7.6 Patch 2 or WebCenter Sites 11gR1 (11.1.1.6.x ) environment to WebCenter Sites 11g R1 (11.1.1.8.0). For instructions, see Part I, "Upgrading to Oracle WebCenter Sites 11gR1 (11.1.1.8.0)."

    After successfully upgrading to WebCenter Sites 11g R1 (11.1.1.8.0), you will upgrade Site Capture 1.1 or Site Capture 11g R1 to version 11g R1 (11.1.1.8.0) by running the Site Capture 11g R1 (11.1.1.8.0) installer on all Site Capture systems in your environment.

    The Site Capture 11g R1 (11.1.1.8.0) installer detects and reuses the mode (single or cluster) that was selected during the Site Capture 1.1 or Site Capture 11g R1 (11.1.1.6.x) installation process. For example, if Site Capture 1.1 was installed in cluster mode and deployed, the Site Capture 11g R1 (11.1.1.8.0) installer continues to treat the system as a cluster and deploys it.

    Note:

    The mode of a Site Capture system (single or cluster) cannot be changed during upgrade.

  • If your current Site Capture application was modified since it was first deployed (most likely it was), back up your current Site Capture application by backing up the installation directory and database. For detailed instructions, see Chapter 9, "Reference: Site Capture Backup and Recovery."

    Note:

    In the post-upgrade process, you will use the backed-up installation directory and database to reapply the customizations they may contain.