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Upgrade tasks
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Task |
Information |
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1 |
Export the Central Designer database user. |
Caution: You must perform this step. If the upgrade is not successful, you might need to restore the database to attempt to install again. Depending on the size of the database, this process could take several hours. Note: Use the following command to export a user: exp designer@db1_dev1 file=file_to_export.dmp buffer=99999 In this example, the user has the following information:
Note: When you execute this command, you are prompted for the user password. |
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2 |
If you are upgrading to an Oracle 12c database, create a new database instance with a 16k block size for the DESIGNER tablespace. |
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3 |
If you are migrating to a new database, import the database user into the destination database server. |
Use the following command to import a database user into the destination database server: imp designer@db1_dev1 fromuser=designer touser=designer file=file_to_export.dmp In this example, the user has the following information:
Note: When you execute this command, you are prompted for the user password. |
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4 |
If you are migrating to the Oracle 12c database version, re-map the tablespaces. |
Use the following command to import a database user into the destination database server: imp designer@db1_dev1 fromuser=designer touser=designer REMAP_TABLESPACE=DESIGNER_BIGINDEX:DESIGNER file=file_to_export.dmp In this example, the user has the following information:
Note: When you execute this command, you are prompted for the user password. |
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5 |
Make sure that the Cursor Sharing setting for the database instance is set properly. |
Configuring the Cursor Sharing setting for a database instance. |
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6 |
Make sure that the following services are running:
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If the services are not running, the installation fails. The IIS Admin Service does not have to run for the duration of the installation. However, you must start it before you click the Next button on the Copying Files screen. Note: Do not use the iisreset command from the MMC or a command prompt after the installation or upgrade completes, or the IIS settings that were set by the installer are lost. Instead, use the net start command to start the services. |
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7 |
Configure the application server for optimal performance. |
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8 |
Unlock statistics for specific tables.
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Unlock statistics for the following tables: IC_OBJECT The upgrade process drops non-primary key indexes on the tables affected by the upgrade and recreates the indexes at the end of the process. If the index was originally defined with the COMPUTE STATISTICS clause, the recreation also attempts to COMPUTE STATISTICS. If statistics are locked, this process fails. |
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9 |
Make sure that:
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These settings are necessary for a successful upgrade. |
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10 |
If you added any new indexes to the database, you must drop them before upgrading to ensure that they do not cause conflicts with new indexes that have been added to the product. |
After the upgrade is finished, you can add the indexes back. |
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11 |
If you upgrade from release 2.1.1.3 or earlier, install a certificate for signing deployment packages and InForm web service authorizations. |
Installing certificates for signing web service authorizations and deployment packages. |
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12 |
If necessary, install the root certificate and intermediate certificate or certificates, and install the main certificate as the root certificate. |
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13 |
Export custom reports definitions from the Central Designer Administrator application. |
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14 |
Update data mappings with the PhysicalMappingType property set to All. |
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15 |
(Recommended) Run the DetectStudiesWithUnitsWithSpaces.sql script to determine if any studies contain unit names with spaces. |
A validation check produces an error if a unit name contains a space. |
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16 |
If you upgrade to this release from a release prior to Central Designer 2.0, run the DetectMisconnectedGlobalConditions.sql script to identify errors in the way global conditions are referenced by study objects in a study workflow. |
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17 |
If you upgrade from a release prior to Central Designer 2.0, run the DetectInvalidCodeListItems.sql script to identify codelist items of types that are incompatible with the type of their parent codelist. |
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18 |
(Optional) If you upgrade to this release from a release prior to Central Designer 2.0, run the TestForOverflow.sql script to identify values that exceed 1000 characters in certain columns and need to be truncated. |
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19 |
If you perform automated deployments to InForm studies hosted by Oracle Cloud for Industry (OCI), make sure the Microsoft Windows setting Automatic Root Certificates Update is turned on. |
Automatic Root Certificates Update is turned on by default in Microsoft Windows 2008. For more information, see the Microsoft website (http://technet.microsoft.com). |
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20 |
Run the application server installation to upgrade the application server. |
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21 |
If you dropped indexes from your database before upgrading, add them back in after you finish upgrading. |
No additional information. |
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22 |
If the IIS worker process is running under any user other than NETWORK SERVICE or IIS AppPool\DefaultAppPool, you must grant the user read permission to the HKEY_LOCAL_MACHINE\SOFTWARE\OracleHS\CentralDesigner registry key after you upgrade the Central Designer application server. |
No additional information. |
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23 |
After you upgrade the Central Designer application server, recompile user-defined functions and sign and secure user-defined function assemblies as needed. |
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24 |
Re-import custom reports definitions. |
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25 |
If you upgrade to this release from release 2.0 or 2.0.1, recompile all user-defined function assemblies to reference the latest version of Oracle.Designer.ExternalFunctions.dll (found in the Central Designer\bin folder of the installation directory) and re-import them into any study or library that contains function objects that reference the assemblies. |
No additional information. |
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26 |
Configure SMTP settings for sending email notifications related to automated deployment events. |
Configuring SMTP settings for automated deployment email notifications. |
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27 |
If the web service authorization and deployment authorization certificates have expired, upgrade them. Note: If the certificates are current, you can skip this step. |
Updating certificates without reinstalling the Central Designer software. |
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28 |
Inform users that they can resume using the client applications. |
Starting the Central Designer client application. Starting the Central Designer Administrator client application. |
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