4 Upgrading Your Oracle WebCenter Content Environment

This chapter describes how to upgrade your existing Oracle Enterprise Content management 10g Release 3 (10.1.3) environment to Oracle WebCenter Content 11g.

This chapter contains the following sections:

4.1 Task 1: Understanding the Starting Points for Oracle WebCenter Content Upgrade

For information about the starting points for Oracle Universal Content Management 10g and Oracle Universal Records Management 10g, see Chapter 2.

Note:

When you upgrade from Universal Records Management, a Corporate Edition functionality, similar to the functionality provided in Oracle Universal Records Management 10g DoD edition, is now available.

4.2 Task 2: Deciding Upon an Oracle WebCenter Content Topology

To help you decide on a target topology for your Oracle WebCenter Content 11g deployment, see Chapter 3, which compares 10g and 11g features, directory structures, and architecture. It also describes Oracle WebCenter Content 11g integration with Oracle WebLogic Server and Oracle Fusion Middleware applications.

For more information about your Oracle WebCenter Content topology in an Oracle Fusion Middleware implementation, see "Understanding Oracle Fusion Middleware Concepts" in the Oracle Fusion Middleware Administrator's Guide or "Topology Summary for Oracle WebCenter Content" in the Oracle WebCenter Content Installation Guide.

4.3 Task 3: Install Oracle Fusion Middleware

Before you upgrade to Oracle WebCenter Content 11g, you must install and configure an Oracle Fusion Middleware environment. Do the following:

Note:

Note that the procedures described in this section assume you have downloaded the latest version of Oracle WebLogic Server and Oracle Fusion Middleware 11g. For more information, see "Obtaining the Latest Oracle WebLogic Server and Oracle Fusion Middleware 11g Software" in the Oracle Fusion Middleware Upgrade Planning Guide.

4.3.1 Task 3a: Installing Oracle WebLogic Server Software and Creating the Middleware Home

For information about installing the Oracle WebLogic Server, see "Preparing for Installation" and "Running the Installation Program in Graphical Mode" in the Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server.

For more information about the Middleware home, see "Directory Structure for Oracle Enterprise Content Management Suite" in the Oracle WebCenter Content Installation Guide.

Note:

You must install the Oracle WebLogic Server software on the same host as the Oracle WebCenter Content 10g middle tier you are upgrading.

4.3.2 Task 3b: Installing Oracle WebCenter Content 11g Release 1 (11.1.1.8.0)

For information about installing Oracle WebCenter Content 11g Release 1 (11.1.1.8.0), see the Oracle WebCenter Content Installation Guide.

Notes:

  • Do not configure the Oracle WebCenter Content domain during the installation process.

  • Use the Oracle Universal Installer to install and configure Oracle WebCenter Content or Oracle WebCenter Content: Records 11g. Do not run the Repository Configuration Utility (RCU), finalize the agent configuration, or configure Java EE components during the installation process. The 10g schemas are upgraded in place by Upgrade Assistant. Finalizing agent configuration and configuring Java components are completed after upgrading the 10g schemas using Upgrade Assistant.

4.4 Task 4: Running the Upgrade Assistant to Upgrade the Oracle WebCenter Content Schema

Upgrade Assistant is installed automatically into the bin directory of your Oracle WebCenter Content Oracle home. Follow the procedure in Table 4-1 to run Upgrade Assistant to upgrade the Oracle WebCenter Content database schemas.

Notes:

  • Oracle recommends that you perform a full backup of your Oracle Universal Content Management or Oracle URM database schema and file system before you begin the upgrade.

  • Before upgrading the database schema, shut down the 10g Content Server, Administration Server, and Web Server.

  1. Go to the ECM_HOME/bin directory of the Oracle Fusion Middleware installation.

  2. Run the following command to start the Upgrade Assistant.

    On UNIX:

    ./ua

    On Windows:

    ua.bat

    The Upgrade Assistant displays the Welcome screen.

Table 4-1 Running the Upgrade Assistant to Upgrade the Oracle ECM Schema

Step Screen Description and Action Required

1

Upgrade Assistant Welcome Screen for Oracle Universal Content Management Schema Upgrade

Click Next to continue.

2

Upgrade Assistant Specify Operation Screen for Oracle Universal Content Management Schema Upgrade

Click Next to continue.

3

Upgrade Assistant Prerequisites Screen for Oracle Universal Content Management Schema Upgrade

Select the Database backup completed and Database version Certified options.

Database schema backup completed - Oracle recommends that you backup your Oracle ECM repositories on the database before upgrading. The Upgrade Assistant does not verify whether your repositories have been backed up. So, this option serves as a reminder.

Database version certified - The Upgrade Assistant requires that the Oracle Data Integrator repositories reside on a supported database.

A list of supported databases can also be found on the Oracle Technology Network (OTN) at:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

Click Next to continue.

4

Upgrade Assistant Specify Source Directory Screen for Oracle Universal Content Management Schema Upgrade

Enter the path to the directory containing the server's intradoc.cfg file.

You can use Browse to locate this directory.

This is not the 10g IntradocDir but the directory containing the intradoc.cfg file, which describes the location of the 10g IntradocDir. For example,

IntradocDir/bin.

Click Next to continue.

5

Upgrade Assistant Specify Source Database Screen for Oracle Universal Content Management Schema Upgrade

Enter the following:

  • Database Type: Select the appropriate database type.

    Supported database types:

    • Oracle

    • Microsoft SQL Server

    • DB2

  • Connect String: Specify the database URL. For example:

    //host:port/service for Oracle

    //host:port;DatabaseName=dbname for Microsoft SQL Server

  • Source schema: Specify the name of the existing 10g schema/database/user. For example, DEV_OCSERVER.

  • Password: Specify the password associated with the specified source schema.

  • DBA Username: To log in as the Oracle SYS database account, specify SYS AS SYSDBA in this field.

  • DBA Password: Specify the password associated with the specified DBA username.

Click Next to continue.

6

Upgrade Assistant Examining Components Screen for Oracle Universal Content Management Schema Upgrade

The Upgrade Assistant examines the schema and initializes the Oracle Enterprise Content Management Suite component database plugin.

Under the Status column, the word succeeded should appear. If instead, the word failed appears, inspect the log file for details.

Click Next to continue.

7

Upgrade Assistant Upgrade Summary Screen for Oracle Universal Content Management Schema Upgrade

Click Upgrade.

8

Upgrade Assistant Upgrading Components Screen for Oracle Universal Content Management Schema Upgrade

Wait for the status bar to reach 100%.

If there are errors during the upgrade, inspect the log file for details. The log files are located in the following directory:

On UNIX:

ECM_ORACLE_HOME/upgrade/logs/uatimestamp.log

On Windows:

ECM_ORACLE_HOME\upgrade\logs\uatimestamp.log

In this command, timestamp is the current date and time.

Click Next to continue.

9

Upgrade Assistant Upgrade Complete Screen for Oracle Universal Content Management Schema Upgrade

Click Close.

Note:

The tables and columns within an upgraded WebCenter Content schema will be different from the tables and columns within a new WebCenter Content schema that is installed directly from the Repository Creation Utility as part of a new WebCenter Content installation. These differences do not result in any functional differences between an upgraded or new installation.

4.5 Task 5: Configuring the Oracle WebCenter Content Domain

Use the Fusion Middleware Configuration Wizard to configure your new Oracle WebCenter Content or Oracle WebCenter Content: Records 11g WebLogic domain.

When you configure Oracle WebCenter Content to create an Oracle WebLogic Server domain, a domain directory is created under the MW_HOME/user_projects/domain directory. The directory for the domain where you configure Oracle WebCenter Content contains the Administration Server and one or more Managed Servers, each hosting an Oracle WebCenter Content application.

For more information about running the Configuration Wizard to configure your domain, see "Creating an Oracle WebLogic Server Domain" in the Oracle WebCenter Content Installation Guide.

After you create the WebLogic Server domain, and before running the Upgrade Assistant to upgrade the middle tier, start the WebLogic Administration Server using the instructions in Section, "Starting the Administration Server" of the Oracle WebCenter Content Installation Guide.

Oracle Universal Content Management DB2 Connection Pool Settings

If you are upgrading from Oracle Universal Records Management 10g to Oracle WebCenter Content: Records 11g with a DB2 database, you must also set the following configuration variables to the connection pool of the Oracle Universal Records Management datasource. After you configure your Oracle WebCenter Content domain, use the WebLogic Administration Console to modify the following configuration variables for the Oracle URM data source:

createDefaultPackage=true

replacePackage=true

dynamicSections=500

For more information, see "Configure JDBC data sources" in the WebLogic Server Administration Console online help.

4.6 Task 6: Using the Upgrade Assistant to Upgrade the Oracle WebCenter Content Middle Tier

Run Upgrade Assistant again to upgrade the Oracle WebCenter Content middle tier.

To start the Upgrade Assistant using the graphical user interface:

  1. Go to the ECM_HOME/bin directory of the Oracle Fusion Middleware installation.

  2. Run the following command to start the Upgrade Assistant.

    On UNIX:

    ./ua

    On Windows:

    ua.bat

    The Upgrade Assistant displays the Welcome screen.

Table 4-2 Running the Upgrade Assistant to Upgrade the Oracle ECM Middle Tier

Step Screen Description and Action Required

1

Upgrade Assistant Welcome Screen for Oracle Universal Content Management Middle Tier Upgrade

Click Next to continue.

2

Upgrade Assistant Specify Operation Screen for Oracle Universal Content Management Oracle Universal Content Management Middle Tier Upgrade

 Middle Tier

Click Next to continue.

3

Upgrade Assistant Specify Source Directory Screen for Oracle Universal Content Management Middle Tier Upgrade

Specify the complete path to the directory containing this server's intradoc.cfg file.

You can use the Browse button to locate this directory.

This is not the 10g IntradocDir, but the directory containing the intradoc.cfg file, which describes the location of the 10g IntradocDir. For example, IntradocDir/bin.

Click Next to continue.

4

Upgrade Assistant Specify Destination Directory Screen for Oracle UCM Middle Tier Upgrade

Specify the complete path to your 11g server instance (IntradocDir).

The 10g files are copied into this directory, which becomes the new IntradocDir for this instance. There is no requirement for this directory to exist prior to running the upgrade; the upgrade process creates it. If you enter the path to an existing instance, the upgrade fails. If the specified path already exists but does not have a configured UCM system in it, the upgrade process backs up all directories before overwriting them.

Click Next to continue.

5

Upgrade Assistant Specify WebLogic Server Screen for Oracle WebCenter Content Middle Tier Upgrade

Enter the following:

  • Host: Specify the WebLogic Admin Server's hostname. For example, localhost.

  • Port: Specify the server's port number. For example, 7001.

  • Username: Specify the admin user name. For example, weblogic.

  • Password: Specify the password associated with the specified administration user.

Click Next to continue.

6

Upgrade Assistant Upgrade Summary Screen for Oracle UCM Middle Tier Upgrade

You can expand the summary tree to view a detailed description of directories and files which are copied to the 11g instance.

Click Upgrade.

8

Upgrade Assistant Upgrading Components Screen for Oracle UCM Middle Tier Upgrade

Wait for the status bar to reach 100%.

If there are errors during the upgrade, inspect the log file for details. The log files are located in the following directory:

On UNIX:

ECM_ORACLE_HOME/upgrade/logs/uatimestamp.log

On Windows:

ECM_ORACLE_HOME\upgrade\logs\uatimestamp.log

In this command, timestamp is the current date and time.

Click Next to continue.

9

Upgrade Assistant Upgrade Complete Screen for Oracle UCM Middle Tier Upgrade

Click Close.

4.7 Task 7: Performing Any Required Post-Upgrade Configuration Tasks

See Chapter 5 for a description of the post-upgrade tasks and considerations you might need to perform for each of the Oracle WebCenter Content components.

4.8 Task 8: Verifying the Oracle WebCenter Content Upgrade

To verify that your Oracle WebCenter Content upgrade was successful:

  1. Start the middle tier that uses the schema you upgraded in Section 4.4.

    For more information, see "Starting and Stopping Oracle Fusion Middleware" in the Oracle Fusion Middleware Administrator's Guide.

  2. Run the Upgrade Assistant again and select Verify Instance on the Specify Operation page.

    Follow the instructions on the screen for information on how to verify that specific Oracle WebCenter Content components are up and running.

  3. Use the Fusion Middleware Control to verify that the Oracle WebCenter Content components are up and running.

    For more information, see "Getting Started Using Oracle Enterprise Manager Fusion Middleware Control" in the Oracle Fusion Middleware Administrator's Guide.