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## 3.3 Understanding the Installation Process

Installing Oracle APEX is a multiple step process. You follow the same instructions for new or upgrade installations.

- About Planning Your Installation
  Learn about the steps needed to install Oracle APEX.
- About Patch Sets
  Patch sets provide bug fixes only. Oracle may release one or several patch set bundles in between major product releases.
- About the Installation Scripts
  You can install Oracle APEX or update from previous release using the same installation procedure and the installation scripts.
- About Accessing APEX
  You access the Oracle APEX development environment, by signing in to a shared work area called a workspace.
- Requesting a Workspace from the Sign In Dialog
  Request a workspace from the Sign In dialog.
- Resetting Your Password from the Sign In Page
  Reset your password by clicking a link on Oracle APEX Sign In page.
- Recovering Your Workspace Name
  Recover your workspace name from the Oracle APEX Sign In page.

See Also:

Upgrading from a Previous APEX Release

Parent topic: APEX Installation Overview

### 3.3.1 About Planning Your Installation

Learn about the steps needed to install Oracle APEX.

Oracle recommends you take the time to carefully plan your installation.

Installing Oracle APEX involves the following steps:

1. Decide on a Full or Runtime Environment: Determine whether to install a full development environment or runtime environment. A full development environment provides complete access to the App Builder development environment to develop applications. A runtime environment is the appropriate choice for production implementations in which you want to run applications that cannot be modified.

   See About the APEX Runtime Environment.

2. Verify installation requirements: Before installing, verify your system meets the minimum requirements.

   See Oracle APEX Installation Requirements.

3. Install the software:

   1. Download and install or upgrade Oracle REST Data Services (ORDS). See Downloading and Installing Oracle REST Data Services (ORDS) and Configuring Oracle REST Data Services.

   2. Install or upgrade Oracle APEX by downloading a ZIP file from the Oracle APEX download page. See Downloading and Installing Oracle APEX.

Related Topics

- Upgrading from a Previous APEX Release
- Installing and Configuring Oracle REST Data Services and Oracle APEX

Parent topic: Understanding the Installation Process

### 3.3.2 About Patch Sets

Patch sets provide bug fixes only. Oracle may release one or several patch set bundles in between major product releases.

Patch sets are a mechanism for delivering fully tested and integrated product fixes. Patch sets provide bug fixes only. Patch sets typically do not include new functionality and they do not require certification on the target system. Patch sets include all of the libraries that have been rebuilt to implement the bug fixes in the set. All of the fixes in the patch set have been tested and are certified to work with each other.

In between major product releases, Oracle may release one or several patch set bundles. Visit Oracle APEX Downloads to learn about the contents of each patch set.

In fully managed Cloud databases, such as an Autonomous AI Database or Oracle APEX AI Application Generator Service (APEX Service), Oracle automatically applies patch set bundles. For all other environments, customers can download patch set bundles from My Oracle Support.

To review the history of APEX patch sets installed in your database, query the APEX_PATCHES dictionary view:

    select patch_number, patch_version, installed_on
      from APEX_PATCHES
     order by installed_on;

See Also:

- Upgrading from a Previous APEX Release
- Oracle APEX Downloads
- My Oracle Support

Parent topic: Understanding the Installation Process

### 3.3.3 About the Installation Scripts

You can install Oracle APEX or update from previous release using the same installation procedure and the installation scripts.

The installation script checks for the latest existing Oracle APEX schema and automatically copies the instance metadata, workspaces, and applications from the previous schema into the current schema. The original schema associated with the previous release is left completely unaltered. Following best practices, Oracle recommends that you create new tablespaces for a new release of Oracle APEX and follow the appropriate installation instructions as outlined in this document.

Parent topic: Understanding the Installation Process

### 3.3.4 About Accessing APEX

You access the Oracle APEX development environment, by signing in to a shared work area called a workspace.

How you sign in and access APEX depends upon your user role.

A workspace enables multiple users to work within the same APEX installation while keeping their objects, data, and applications private. Each workspace has a unique ID and name. An instance administrator can create a workspace manually within APEX Administration Services or have users submit requests. APEX Administration Services is a separate application for managing an entire APEX instance.

Users are divided into four primary roles:

- Instance administrators are superusers that manage an entire hosted instance using a separate application called APEX Administration Services. Instance administrators manage workspace provisioning, configure features and instance settings, and manage security.
- Workspace administrators can perform administrator tasks specific to a workspace such as configuring workspace preferences, managing user accounts, monitoring workspace activity, and viewing log files.
- Developers are users who sign in to a workspace and create and edit applications.
- End users can only run existing applications.

If you are a developer, an administrator must grant you access to shared work area called a workspace. If you are an Instance administrator, you must sign in to APEX Administration Services, determine whether to specify a provisioning mode, create a workspace, and then sign in to that workspace.

About Specifying a Provisioning Mode

The Instance administrator determines how the process of provisioning (or creating) a workspace works for a specific APEX instance. To determine how provisioning works, an Instance Administrator selects a Provisioning Methods on the Instance Settings page:

- Manual - An Instance administrator creates new workspaces and notifies the Workspace administrator regarding the Sign In credentials.
- Request - Users request a workspace. Once an administrator approves the request, the user receives an email containing an email verification link. After the user clicks the email verification link, the workspace is created.
- Automatic - Works similar to Request except requests are automatically approved with no administrator review required

See Also:

About Specifying How Workspaces Are Created and Selecting a Workspace Provisioning Mode in Oracle APEX Administration Guide

About Creating Workspaces and Users

Before you can develop or install applications, an administrator must create a workspace and add APEX users. To learn more contact your administrator, or see Creating a Workspace and Adding APEX Users.

See Also:

- Creating Workspaces in Administration Services in Oracle APEX Administration Guide
- Making a Service Request in Oracle APEX Administration Guide
- Managing Requests in Oracle APEX Administration Guide

Parent topic: Understanding the Installation Process

### 3.3.5 Requesting a Workspace from the Sign In Dialog

Request a workspace from the Sign In dialog.

Your administrator determines how you request a new workspace. If your administrator has set Provisioning Method to either Request or Automatic and has configured email, you can request a workspace on the Sign In dialog.

To request a workspace from the Sign In dialog:

1. Navigate to the Oracle APEX Sign in dialog.
2. Under Sign In, click Request a Workspace.
   The Request a Workspace Wizard appears.
3. For Identification:
   1. First Name - Enter your first name.
   2. Last Name - Enter your last name.
   3. Email - Enter the email address. A link to activate your workspace will be sent to this email address.
   4. Workspace - Enter a workspace name that name uniquely identifies your development environment.
   5. Click Next.
4. If defined, review and accept the service agreement and click Next.
5. Verify your request and click Submit Request.
   Once you complete the Identification form, the following events occur:

   1. You will receive an email containing a verification link.

   2. When you click the verification link, the workspace is created.

   3. You will receive another email containing Sign In credentials (that is, the workspace name, username, and password).

Once you complete the Identification form, the following events occur:

1. You will receive an email containing a verification link.
2. When you click the verification link, the workspace is created.
3. You will then receive another email containing Sign In credentials (that is, the workspace name, username, and password).

See Also:

About Specifying How Workspaces Are Created in Oracle APEX Administration Guide

Parent topic: Understanding the Installation Process

### 3.3.6 Resetting Your Password from the Sign In Page

Reset your password by clicking a link on Oracle APEX Sign In page.

Tip:

To reset your password from the Sign In page, you must provide your email address and the workspace name.

To reset your password from the Sign In Page:

1. In a web browser, navigate to the Oracle APEX Sign In page.
   The Sign In page appears.
2. Under Sign In, click Reset Password.
3. In the Reset Password form, enter your email address, workspace name, and click Reset Password.

   You will receive an email confirming your workspace name and username and containing a Reset Password URL link.

4. In the email, click the Reset Password URL link.
5. In the Change Password form:
   1. New Password - Enter your new password.

      Tip:

      Passwords are case sensitive.

   2. Confirm Password - Enter your new password again.
   3. Click Apply Changes.

Tip:

You can also reset your password within Oracle APEX. See Changing Your Profile or Password in Oracle APEX App Builder User’s Guide

Parent topic: Understanding the Installation Process

### 3.3.7 Recovering Your Workspace Name

Recover your workspace name from the Oracle APEX Sign In page.

If you cannot remember your workspace name, you can request a list of all workspace names associated with your email address.

To find your workspace name:

1. In a web browser, navigate to the Oracle APEX Sign In page.
2. On the Sign In page, click Reset Password.
3. Click Find My Workspace.
4. Enter your email address and click Find Workspace.

   You will receive an email listing all workspaces associated with the email address you provided.

Parent topic: Understanding the Installation Process