1.7 Installer Planning Checklist for Oracle Grid Infrastructure

Review the checklist for planning your Oracle Grid Infrastructure installation before starting Oracle Universal Installer.

Table 1-7 Oracle Universal Installer Checklist for Oracle Grid Infrastructure Installation

Check Task
Read the Release Notes

Review release notes for your platform, which are available for your release at the following URL:


Review the Licensing Information

You are permitted to use only those components in the Oracle Database media pack for which you have purchased licenses. For more information, see:

Oracle Database Licensing Information User Manual

Review Oracle Support Certification Matrix

New platforms and operating system software versions can be certified after this guide is published, review the certification matrix on the My Oracle Support website for the most up-to-date list of certified hardware platforms and operating system versions:


You must register online before using My Oracle Support. After logging in, from the menu options, select the Certifications tab. On the Certifications page, use the Certification Search options to search by Product, Release, and Platform. You can also search using the Certification Quick Link options such as Product Delivery, and Lifetime Support.

Run OUI with CVU and use fixup scripts

Oracle Universal Installer is fully integrated with Cluster Verification Utility (CVU), automating many CVU prerequisite checks. Oracle Universal Installer runs all prerequisite checks and creates fixup scripts when you run the installer. You can run OUI up to the Summary screen without starting the installation.

You can also run CVU commands manually to check system readiness. For more information, see:

Oracle Clusterware Administration and Deployment Guide

Download and run Oracle ORAchk for runtime and upgrade checks, or runtime health checks

The Oracle ORAchk utility provides system checks that can help to prevent issues after installation. These checks include kernel requirements, operating system resource allocations, and other system requirements.

Use the Oracle ORAchk Upgrade Readiness Assessment to obtain an automated upgrade-specific system health check for upgrades. For example:

./orachk -u -o pre

The Oracle ORAchk Upgrade Readiness Assessment automates many of the manual pre- and post-upgrade checks described in Oracle upgrade documentation.


Ensure Task Scheduler jobs do not run during installation If the installer is running when daily scheduled jobs start, then you may encounter unexplained installation problems if your scheduled job is performing cleanup, and temporary files are deleted before the installation is finished. Oracle recommends that you complete installation before daily scheduled jobs are run, or disable daily scheduled jobs that perform cleanup until after the installation is completed.
Obtain Your My Oracle Support account information

During installation, you require a My Oracle Support user name and password to configure security updates, download software updates, and other installation tasks. You can register for My Oracle Support at the following URL:


Check running Oracle processes, and shut down processes if necessary
  • On a node with a standalone database not using Oracle ASM: You do not need to shut down the database while you install Oracle Grid Infrastructure.

  • On an Oracle RAC Database node: This installation requires an upgrade of Oracle Grid Infrastructure, as Oracle Grid Infrastructure is required to run Oracle RAC. As part of the upgrade, you must shut down the database one node at a time as the rolling upgrade proceeds from node to node.