6 Upgrading an Oracle Data Integrator Standalone Agent Environment from a Previous 12c Release

You can upgrade an Oracle Data Integrator standalone agent environment that is not configured in a WebLogic domain from a previous Oracle Fusion Middleware 12c release to 12c (12.2.1.3.0).

Follow these steps to upgrade an Oracle Data Integrator standalone agent environment when it is not part of a WebLogic domain from a previous Oracle Fusion Middleware 12c release to 12c (12.2.1.3.0)

Table 6-1 Tasks for Upgrading Oracle Data Integrator

Task Description

If you have not done so already, review the introductory topics in this guide and complete the required pre-upgrade tasks.

See:

Upgrade the Oracle Data Integrator standalone agent environment:
  • Install Oracle Data Integrator 12c (12.2.1.3.0).

  • Start the Upgrade Assistant to upgrade the database schemas if needed.

  • Start the Upgrade Assistant (again) to upgrade standalone system component configurations.

  • Complete and verify the upgrade.

The steps to upgrade the Oracle Data Integrator Java EE agent environment from a previous 12c release (12.1.2.0.0, 12.1.3.0.0, 12.2.1.0.0, 12.2.1.1.0, and 12.2.1.2.0) to 12c (12.2.1.3.0) are similar to upgrading from 11g.

You do not need to run the Repository Creation Utility (RCU) to create the required 12c schemas if they already exist.

See Upgrading an Oracle Data Integrator Standalone Agent Environment from 11g.

About Oracle Data Integrator Standalone Agent Upgrade Process

Review the flowchart and roadmap for an overview of the upgrade process for an Oracle Data Integrator standalone agent that is not configured in a WebLogic domain.

Figure 6-1 Oracle Data Integrator Standalone Agent Upgrade Process Flowchart


Description of Figure 6-1 follows
Description of "Figure 6-1 Oracle Data Integrator Standalone Agent Upgrade Process Flowchart"

Table 6-2 Tasks for Upgrading Oracle Data Integrator Standalone Agent from a Previous 12c Release

Task Description

Required

If you have not done so already, review the introductory topics in this guide and complete the required pre-upgrade tasks.

See:

Required

Install Oracle Data Integrator Standalone 12c (12.2.1.3.0) in a new Oracle home.

Install the product software in a new Oracle home.

See Installing Oracle Data Integrator Standalone Agent Environment.

Required

Shut down the 12c environment (stop all Administration and Managed Servers).

WARNING:

Failure to shut down your servers during an upgrade may lead to data corruption.

See Stopping Servers and Processes.

Required

Start the Upgrade Assistant to upgrade the database schemas and to migrate all active (in flight) instance data.

See Upgrading Product Schemas.

Note:

The upgrade of active instance data is started automatically when running the Upgrade Assistant. Once the data is successfully upgraded to the new 12c (12.2.1.3.0) environment, you can close the Upgrade Assistant. The closed instances will continue to upgrade through a background process.

Required

Start the Upgrade Assistant (again) to upgrade standalone system component configurations.

Run the Upgrade Assistant to upgrade the standalone agent’s component configurations.

See Upgrading Standalone System Component Configurations.

Required

Restart the servers and the 12c (12.2.1.3.0) instance.

When the upgrade process is complete, restart the 12c (12.2.1.3.0) instance.

See Starting Servers and Processes.

Required

Verify the upgrade.

Ensure all of the upgraded components are working as expected before deleting your backups.

Installing the Oracle Data Integrator Standalone Agent Environment

Before beginning your upgrade, download the Oracle Data Integrator 12c (12.2.1.3.0) distribution on the target system and install it using Oracle Universal Installer.

To install the 12c (12.2.1.3.0) distribution:
  1. Sign in to the target system.
  2. Download the following 12c (12.2.1.3.0) product distribution from Oracle Technology Network or Oracle Software Delivery Cloud to your target system:
    • Oracle Data Integrator (fmw_12.2.1.3.0_odi_Disk1_1of2.zip and fmw_12.2.1.3.0_odi_Disk1_2of2.zip )
  3. Change to the directory where you downloaded the 12c (12.2.1.3.0) product distribution.
  4. Unzip the installer fmw_12.2.1.3.0_odi_Disk1_1of2.zip and fmw_12.2.1.3.0_odi_Disk1_2of2.zip files.
  5. Enter the following command to start the installer for your product distribution and repeat the steps above to navigate through the installer screens:
    (UNIX) JDK_HOME/bin/java -jar fmw_12.2.1.3.0_odi_generic.jar
    (Windows) JDK_HOME\bin\java -jar fmw_12.2.1.3.0_odi_generic.jar
  6. On UNIX operating systems, the Installation Inventory Setup screen appears if this is the first time you are installing an Oracle product on this host.
    Specify the location where you want to create your central inventory. Make sure that the operating system group name selected on this screen has write permissions to the central inventory location, and click Next.

    Note:

    The Installation Inventory Setup screen does not appear on Windows operating systems.
  7. On the Welcome screen, review the information to make sure that you have met all the prerequisites. Click Next.
  8. On the Auto Updates screen, select an option:
    • Skip Auto Updates: If you do not want your system to check for software updates at this time.

    • Select patches from directory: To navigate to a local directory if you downloaded patch files.

    • Search My Oracle Support for Updates: To automatically download software updates if you have a My Oracle Support account. You must enter Oracle Support credentials then click Search. To configure a proxy server for the installer to access My Oracle Support, click Proxy Settings. Click Test Connection to test the connection.

    Click Next.
  9. On the Installation Location screen, specify the location for the Oracle home directory and click Next.
    For more information about Oracle Fusion Middleware directory structure, see Understanding Directories for Installation and Configuration in Oracle Fusion Middleware Planning an Installation of Oracle Fusion Middleware.
  10. On the Installation Type screen, select Standalone Installation.
    Click Next.
  11. The Prerequisite Checks screen analyzes the host computer to ensure that the specific operating system prerequisites have been met.
    To view the list of tasks that are verified, select View Successful Tasks. To view log details, select View Log. If any prerequisite check fails, then an error message appears at the bottom of the screen. Fix the error and click Rerun to try again. To ignore the error or the warning message and continue with the installation, click Skip (not recommended).
  12. On the Installation Summary screen, verify the installation options that you selected.
    If you want to save these options to a response file, click Save Response File and enter the response file location and name. The response file collects and stores all the information that you have entered, and enables you to perform a silent installation (from the command line) at a later time.

    Click Install to begin the installation.

  13. On the Installation Progress screen, when the progress bar displays 100%, click Finish to dismiss the installer, or click Next to see a summary.
  14. The Installation Complete screen displays the Installation Location and the Feature Sets that are installed. Review this information and click Finish to close the installer.

Stopping Servers and Processes

Before you run the Upgrade Assistant to upgrade your schemas and configurations, you must shut down all of the pre-upgrade processes and servers, including the Administration Server and any managed servers.

An Oracle Fusion Middleware environment can consist of an Oracle WebLogic Server domain, an Administration Server, multiple managed servers, Java components, system components such as Identity Management components, and a database used as a repository for metadata. The components may be dependent on each other, so they must be stopped in the correct order.

Note:

The procedures in this section describe how to stop the existing, pre-upgrade servers and processes using the WLST command-line utility or a script. You can also use the Oracle Fusion Middleware Control and the Oracle WebLogic Server Administration Console. See Starting and Stopping Administration and Managed Servers and Node Manager.

To stop your pre-upgrade Fusion Middleware environment, navigate to the pre-upgrade domain and follow the steps below:

Step 1: Stop System Components

To stop system components, such as Oracle HTTP Server, use the stopComponent script:

  • (UNIX) EXISTING_DOMAIN_HOME/bin/stopComponent.sh component_name

  • (Windows) EXISTING_DOMAIN_HOME\bin\stopComponent.cmd component_name

You can stop system components in any order.

Step 2: Stop the Managed Servers

To stop a WebLogic Server Managed Server, use the stopManagedWebLogic script:

  • (UNIX) EXISTING_DOMAIN_HOME/bin/stopManagedWebLogic.sh managed_server_name admin_url

  • (Windows) EXISTING_DOMAIN_HOME\bin\stopManagedWebLogic.cmd managed_server_name admin_url

When prompted, enter your user name and password.

Step 3: Stop Oracle Identity Management Components

Stop any Oracle Identity Management components, such as Oracle Internet Directory:
  • (UNIX) EXISTING_DOMAIN_HOME/bin/stopComponent.sh component_name

  • (Windows) EXISTING_DOMAIN_HOME\bin\stopComponent.cmd component_name

Step 4: Stop the Administration Server

When you stop the Administration Server, you also stop the processes running in the Administration Server, including the WebLogic Server Administration Console and Fusion Middleware Control.

To stop the Administration Server, use the stopWebLogic script:

  • (UNIX) EXISTING_DOMAIN_HOME/bin/stopWebLogic.sh

  • (Windows) EXISTING_DOMAIN_HOME\bin\stopWebLogic.cmd

When prompted, enter your user name, password, and the URL of the Administration Server.

Note:

If external password storage is set up for the repository, then the server hosting the credential store should be up and running so that the work repository password can be retrieved during upgrade. See Setting Up External Password Storage in Administering Oracle Data Integrator.

Step 5: Stop Node Manager

To stop Node Manager, close the command shell in which it is running.

Alternatively, after setting the nodemanager.properties attribute QuitEnabled to true (the default is false), you can use WLST to connect to Node Manager and shut it down. See stopNodeManager in WLST Command Reference for WebLogic Server.

Upgrading Product Schemas

After stopping servers and processes, use the Upgrade Assistant to upgrade supported product schemas to the current release of Oracle Fusion Middleware.

The Upgrade Assistant allows you to upgrade individually selected schemas or all schemas associated with a domain. The option you select determines which Upgrade Assistant screens you will use.

Starting the Upgrade Assistant

Run the Upgrade Assistant to upgrade product schemas, domain component configurations, or standalone system components to 12c (12.2.1.3.0). Oracle recommends that you run the Upgrade Assistant as a non-SYSDBA user, completing the upgrade for one domain at a time.

To start the Upgrade Assistant:

Note:

Before you start the Upgrade Assistant, make sure that the JVM character encoding is set to UTF-8 for the platform on which the Upgrade Assistant is running. If the character encoding is not set to UTF-8, then you will not be able to download files containing Unicode characters in their names. This can cause the upgrade to fail.

  1. Go to the oracle_common/upgrade/bin directory:
    • (UNIX) NEW_ORACLE_HOME/oracle_common/upgrade/bin
    • (Windows) NEW_ORACLE_HOME\oracle_common\upgrade\bin
  2. Start the Upgrade Assistant:
    • (UNIX) ./ua
    • (Windows) ua.bat

For information about other parameters that you can specify on the command line, such as logging parameters, see:

Upgrade Assistant Parameters

When you start the Upgrade Assistant from the command line, you can specify additional parameters.

Table 6-3 Upgrade Assistant Command-Line Parameters

Parameter Required or Optional Description

-readiness

Required for readiness checks

Note: Readiness checks cannot be performed on standalone installations (those not managed by the WebLogic Server).

Performs the upgrade readiness check without performing an actual upgrade.

Schemas and configurations are checked.

Do not use this parameter if you have specified the -examine parameter.

-threads

Optional

Identifies the number of threads available for concurrent schema upgrades or readiness checks of the schemas.

The value must be a positive integer in the range 1 to 8. The default is 4.

-response

Required for silent upgrades or silent readiness checks

Runs the Upgrade Assistant using inputs saved to a response file generated from the data that is entered when the Upgrade Assistant is run in GUI mode. Using this parameter runs the Upgrade Assistant in silent mode (without displaying Upgrade Assistant screens).

-examine

Optional

Performs the examine phase but does not perform an actual upgrade.

Do not specify this parameter if you have specified the -readiness parameter.

-logLevel attribute

Optional

Sets the logging level, specifying one of the following attributes:

  • TRACE

  • NOTIFICATION

  • WARNING

  • ERROR

  • INCIDENT_ERROR

The default logging level is NOTIFICATION.

Consider setting the -logLevel TRACE attribute to so that more information is logged. This is useful when troubleshooting a failed upgrade. The Upgrade Assistant's log files can become very large if -logLevel TRACE is used.

-logDir location

Optional

Sets the default location of upgrade log files and temporary files. You must specify an existing, writable directory where the Upgrade Assistant creates log files and temporary files.

The default locations are:

(UNIX)

NEW_ORACLE_HOME/oracle_common/upgrade/logs
NEW_ORACLE_HOME/oracle_common/upgrade/temp

(Windows)

NEW_ORACLE_HOME\oracle_common\upgrade\logs
NEW_ORACLE_HOME\oracle_common\upgrade\temp

-help

Optional

Displays all of the command-line options.

Upgrading Product Schemas Using the Upgrade Assistant

Navigate through the screens in the Upgrade Assistant to upgrade the product schemas.

Notes:

  • If you are using external authentication, make sure that external authentication is changed to internal authentication before upgrading product schemas.

  • Edition-based redefinition (EBR) Users Only: Before upgrading an Edition-Based Redefinition (EBR) enabled schema, you must connect to the database server and create an edition on the database server for 12c. The new edition for 12c must be a child of your existing 12c edition. See Creating an Edition on the Server for Editions-Based Redefinition.

Note:

Make sure that the administration and managed servers are stopped before you launch the Upgrade Assistant.
To upgrade product schemas with the Upgrade Assistant:
  1. On the Welcome screen, review the introduction to the Upgrade Assistant and information about important pre-upgrade tasks. Click Next.

    Note:

    For more information about any Upgrade Assistant screen, click Help on the screen.
  2. On the Selected Schemas screen, select Individually Selected Schemas.

    Caution:

    Upgrade only those schemas that are used to support your 12c (12.2.1.3.0) components. Do not upgrade schemas that are currently being used to support components that are not included in Oracle Fusion Middleware 12c (12.2.1.3.0).

    Click Next.

  3. On the Available Components screen, select Oracle Data Integrator to upgrade the Master and Work Repository schema.
  4. On the Prerequisites screen, acknowledge that the prerequisites have been met by selecting all the check boxes. Click Next.

    Note:

    The Upgrade Assistant does not verify whether the prerequisites have been met.
  5. On the ODI Schema screen, specify the database connection details for each schema you are upgrading:
    • Select the database type from the Database Type drop-down menu.

    • Enter the database connection details, and click Connect.

    • Select the schema you want to upgrade from the Schema User Name drop-down menu, and then enter the password for the schema. Be sure to use the correct schema prefix for the schemas you are upgrading.

  6. On the ODI Options screen, select all of the options.

    Table 6-4 ODI Options

    Option Description

    Replace Knowledge Modules with mandatory updates

    This selection replaces standard Knowledge Modules with the newest version. Customizations to Oracle installed Knowledge Modules will be overwritten. But if you copy an installed Knowledge Module and customize the Knowledge Module, the customizations are not lost.

    Upgrade topology and security metadata

    This selection replaces topology and security artifacts such as Technologies, Datatypes, Security Profiles and others with the newest version. Customizations of installed objects will be overwritten. If the object is copied and customized, then the customizations are not lost.

    See Advanced Upgrade Options.

  7. On the ODI Supervisor screen, enter the Supervisor account credentials for the ODI repository to be upgraded.

    The installed Supervisor account is SUPERVISOR. Check with your ODI administrator for proper Supervisor account name and password, supplied when prompted by the Repository Creation Utility (RCU) when creating the Master and Work repositories for ODI.

    Figure 6-2 Account credentials for the ODI repository

    Description of Figure 6-2 follows
    Description of "Figure 6-2 Account credentials for the ODI repository"

    Note:

    When All Schemas Used by a Domain is selected, the Supervisor credentials for ODI are not pre-populated in the first instance as the domain does not contain them. If there are multiple ODI schemas, the Upgrade Assistant populates the user entry using the first set of credentials.
  8. On the Examine screen, review the status of the Upgrade Assistant as it examines each schema, verifying that the schema is ready for upgrade. If the status is Examine finished, click Next.
    If the examine phase fails, Oracle recommends that you cancel the upgrade by clicking No in the Examination Failure dialog. Click View Log to see what caused the error and refer to Troubleshooting Your Upgrade in Upgrading with the Upgrade Assistant for information on resolving common upgrade errors.

    Note:

    • If you resolve any issues detected during the examine phase without proceeding with the upgrade, you can start the Upgrade Assistant again without restoring from backup. However, if you proceed by clicking Yes in the Examination Failure dialog box, you need to restore your pre-upgrade environment from backup before you start the Upgrade Assistant again.

    • Canceling the examination process has no effect on the schemas or configuration data; the only consequence is that the information the Upgrade Assistant has collected must be collected again in a future upgrade session.

  9. The Upgrade Summary screen lists the schemas that will be upgraded and/or created.
    Verify that the correct Source and Target Versions are listed for each schema that you intend to upgrade.
    If you want to save these options to a response file to run the Upgrade Assistant again later in response (or silent) mode, click Save Response File and provide the location and the name of the response file. A silent upgrade performs exactly the same function that the Upgrade Assistant performs, but you do not have to manually enter the data again.
    Click Next.
  10. On the Upgrade Progress screen, monitor the status of the upgrade.

    Caution:

    Allow the Upgrade Assistant enough time to perform the upgrade. Do not cancel the upgrade operation unless absolutely necessary. Doing so may result in an unstable environment.
    If any schemas are not upgraded successfully, refer to the Upgrade Assistant log files for more information.

    Note:

    The progress bar on this screen displays the progress of the current upgrade procedure. It does not indicate the time remaining for the upgrade.

    Click Next.

  11. If the upgrade is successful: On the Upgrade Success screen, click Close to complete the upgrade and close the wizard.

    If the upgrade fails: On the Upgrade Failure screen, click View Log to view and troubleshoot the errors. The logs are available at NEW_ORACLE_HOME/oracle_common/upgrade/logs.

    Note:

    If the upgrade fails, you must restore your pre-upgrade environment from backup, fix the issues, then restart the Upgrade Assistant.

Verifying the Schema Upgrade

After completing all the upgrade steps, verify that the upgrade was successful by checking that the schema version in schema_version_registry has been properly updated.

If you are using an Oracle database, connect to the database as a user having Oracle DBA privileges, and run the following from SQL*Plus to get the current version numbers:

SET LINE 120
COLUMN MRC_NAME FORMAT A14
COLUMN COMP_ID FORMAT A20
COLUMN VERSION FORMAT A12
COLUMN STATUS FORMAT A9
COLUMN UPGRADED FORMAT A8
SELECT MRC_NAME, COMP_ID, OWNER, VERSION, STATUS, UPGRADED FROM SCHEMA_VERSION_REGISTRY ORDER BY MRC_NAME, COMP_ID ;

In the query result:

  • Check that the number in the VERSION column matches the latest version number for that schema. For example, verify that the schema version number is 12.2.1.3.0.

    Note:

    However, that not all schema versions will be updated. Some schemas do not require an upgrade to this release and will retain their pre-upgrade version number.

  • The STATUS field will be either UPGRADING or UPGRADED during the schema patching operation, and will become VALID when the operation is completed.

  • If the status appears as INVALID, the schema update failed. You should examine the logs files to determine the reason for the failure.

  • Synonym objects owned by IAU_APPEND and IAU_VIEWER will appear as INVALID, but that does not indicate a failure.

    They become invalid because the target object changes after the creation of the synonym. The synonyms objects will become valid when they are accessed. You can safely ignore these INVALID objects.

Upgrading Standalone System Component Configurations

Use the Upgrade Assistant to upgrade the standalone system component configurations.

About Reconfiguring the Domain

Run the Reconfiguration Wizard to reconfigure your domain component configurations to 12c (12.2.1.3.0).

When you reconfigure a WebLogic Server domain, the following items are automatically updated, depending on the applications in the domain:

  • WebLogic Server core infrastructure

  • Domain version

Note:

Before you begin the domain reconfiguration, note the following limitations:

  • The Reconfiguration Wizard does not update any of your own applications that are included in the domain.

  • Transforming a non-dynamic cluster domain to a dynamic cluster domain during the upgrade process is not supported.

    The dynamic cluster feature is available when running the Reconfiguration Wizard, but Oracle only supports upgrading a non-dynamic cluster upgrade and then adding dynamic clusters. You cannot add dynamic cluster during the upgrade process.

Specifically, when you reconfigure a domain, the following occurs:
  • The domain version number in the config.xml file for the domain is updated to the Administration Server's installed WebLogic Server version.

  • Reconfiguration templates for all installed Oracle products are automatically selected and applied to the domain. These templates define any reconfiguration tasks that are required to make the WebLogic domain compatible with the current WebLogic Server version.

  • Start scripts are updated.

    If you want to preserve your modified start scripts, be sure to back them up before starting the Reconfiguration Wizard.

Note:

When the domain reconfiguration process starts, you can’t undo the changes that it makes. Before running the Reconfiguration Wizard, ensure that you have backed up the domain as covered in the pre-upgrade checklist. If an error or other interruption occurs while running the Reconfiguration Wizard, you must restore the domain by copying the files and directories from the backup location to the original domain directory. This is the only way to ensure that the domain has been returned to its original state before reconfiguration.

Follow these instructions to reconfigure the existing domain using the Reconfiguration Wizard. See Reconfiguring WebLogic Domains in Upgrading Oracle WebLogic Server.
Backing Up the Domain

Before running the Reconfiguration Wizard, create a backup copy of the domain directory.

To create a backup of the domain directory:

  1. Copy the source domain to a separate location to preserve the contents.
    (Windows) copy C:\domains\mydomain to C:\domains\mydomain_backup.
    (UNIX) cp mydomain /domains/mydomain_backup
  2. Before updating the domain on each remote Managed Server, create a backup copy of the domain directory on each remote machine.
  3. Verify that the backed up versions of the domain are complete.
If domain reconfiguration fails for any reason, you must copy all files and directories from the backup directory into the original domain directory to ensure that the domain is returned entirely to its original state before reconfiguration.
Starting the Reconfiguration Wizard

Note:

Shut down the administration server and all collocated managed servers before starting the reconfiguration process. See Stopping Servers and Processes.

To start the Reconfiguration Wizard in graphical mode:

  1. Sign in to the system on which the domain resides.
  2. Open the command shell (on UNIX operating systems) or open a command prompt window (on Windows operating systems).
  3. Edition Based Database Users Only: If your schemas are configured with EBR database, a default edition name must be manually supplied before you run the Reconfiguration Wizard.
    Run the following SQL command to set the default edition:

    ALTER DATABASE DEFAULT EDITION = edition_name;

    where edition_name is the child edition name.

  4. Go to the oracle_common/common/bin directory:
    • (UNIX) NEW_ORACLE_HOME/oracle_common/common/bin
    • (Windows) NEW_ORACLE_HOME\oracle_common\commom\bin
  5. Start the Reconfiguration Wizard with the following logging options:
    • (UNIX) ./reconfig.sh -log=log_file -log_priority=ALL
    • (Windows) reconfig.cmd -log=log_file -log_priority=ALL

    where log_file is the absolute path of the log file you'd like to create for the domain reconfiguration session. This can be helpful if you need to troubleshoot the reconfiguration process.

    The parameter -log_priority=ALL ensures that logs are logged in fine mode.

    Note:

    When you run this command, the following error message might appear to indicate that the default cache directory is not valid:

    *sys-package-mgr*: can't create package cache dir
    

    You can change the cache directory by setting the environment variable CONFIG_JVM_ARGS. For example:

    CONFIG_JVM_ARGS=-Dpython.cachedir=valid_directory

Reconfiguring the Domain with the Reconfiguration Wizard
Navigate through the screens in the Reconfiguration Wizard to reconfigure your existing domain before running the Upgrade Assistant

Note:

If the source is a clustered environment, run the Reconfiguration Wizard on the primary node only. Use the pack and unpack utilities to apply the changes to other cluster members in the domain.
To reconfigure the domain with the Reconfiguration Wizard:
  1. On the Select Domain screen, specify the location of the domain you want to upgrade or click Browse to navigate and select the domain directory. Click Next.
  2. On the Reconfiguration Setup Progress screen, view the progress of the setup process. When complete, click Next.
    During this process:
    • The reconfiguration templates for your installed products, including Fusion Middleware products, are automatically applied. This updates various domain configuration files such as config.xmlconfig-groups.xml, and security.xml (among others).

    • Schemas, scripts, and other such files that support your Fusion Middleware products are updated.

    • The domain upgrade is validated.

  3. On the Domain Mode and JDK screen, select the JDK to use in the domain or click Browse to navigate to the JDK you want to use. The supported JDK version for 12c (12.2.1.3.0) is 1.8.0_131 and later. Click Next.

    Note:

    You cannot change the Domain Mode at this stage.
    For a list of JDKs that are supported for a specific platform, see Oracle Fusion Middleware Supported System Configurations.
  4. On the Database Configuration Type screen, select RCU Data to connect to the Server Table (_STB) schema.
    Enter the database connection details using the RCU service table (_STB) schema credentials and click Get RCU Configuration.
    The Reconfiguration Wizard uses this connection to automatically configure the data sources required for components in your domain.

    Note:

    By default Oracle’s Driver (Thin) for Service connections; Versions: Any is the selected driver. If you specified an instance name in your connection details — instead of the service name — you must select Oracle’s Driver (Thin) for pooled instance connections; Versions: Any If you do not change the driver type, then the connection will fail.

    Note:

    For any existing 11g datasource, the reconfiguration will preserve the existing values. For new datasources where the schema was created for 12c by the RCU, the default connection data will be retrieved from the _STB schema. If no connection data for a given schema is found in the _STB schema, then the default connection data is used.
    If the check is successful, click Next. If the check fails, reenter the connection details correctly and try again.

    Note:

    If you are upgrading from 11g, and your database has _OPSS or _IAU 11g database schemas, you must manually enter database connection details for those schemas. These schemas were not required in 11g and had to be created manually. Users could assign any name to these schemas, therefore the Reconfiguration Wizard does not recognize them. When providing connection information for _IAU, use the IAU_APPEND user information.
  5. On the JDBC Component Schema screen, verify that the DBMS/Service and the Host name is correct for each component schema and click Next.
  6. On the JDBC Component Schema Test screen, select all the component schemas and click Test Selected Connections to test the connection for each schema. The result of the test is indicated in the Status column.
    When the check is complete, click Next.
  7. On the Advanced Configuration screen, you can select all categories for which you want to perform advanced configuration. For each category you select, the appropriate configuration screen is displayed to allow you to perform advanced configuration.

    Note:

    The categories that are listed on the Advanced Configuration screen depend on the resources defined in the templates you selected for the domain.
    For this upgrade, select none of the options and click Next.
  8. On the Configuration Summary screen, review the detailed configuration settings of the domain before continuing.
    You can limit the items that are displayed in the right-most panel by selecting a filter option from the View drop-down list.
    To change the configuration, click Back to return to the appropriate screen. To reconfigure the domain, click Reconfig.

    Note:

    The location of the domain does not change when you reconfigure it.
  9. The Reconfiguration Progress screen displays the progress of the reconfiguration process.
    During this process:
    • Domain information is extracted, saved, and updated.

    • Schemas, scripts, and other such files that support your Fusion Middleware products are updated.

    When the progress bar shows 100%, click Next.
  10. The End of Configuration screen indicates whether the reconfiguration process completed successfully or failed. It also displays the location of the domain that was reconfigured as well as the Administration Server URL (including the listen port). If the reconfiguration is successful, it displays Oracle WebLogic Server Reconfiguration Succeeded.
    If the reconfiguration process did not complete successfully, an error message is displayed indicates the reason. Take appropriate action to resolve the issue. If you cannot resolve the issue, contact My Oracle Support.
    Note the Domain Location and the Admin Server URL for further operations.

Starting the Upgrade Assistant

Run the Upgrade Assistant to upgrade product schemas, domain component configurations, or standalone system components to 12c (12.2.1.3.0). Oracle recommends that you run the Upgrade Assistant as a non-SYSDBA user, completing the upgrade for one domain at a time.

To start the Upgrade Assistant:

Note:

Before you start the Upgrade Assistant, make sure that the JVM character encoding is set to UTF-8 for the platform on which the Upgrade Assistant is running. If the character encoding is not set to UTF-8, then you will not be able to download files containing Unicode characters in their names. This can cause the upgrade to fail.

  1. Go to the oracle_common/upgrade/bin directory:
    • (UNIX) NEW_ORACLE_HOME/oracle_common/upgrade/bin
    • (Windows) NEW_ORACLE_HOME\oracle_common\upgrade\bin
  2. Start the Upgrade Assistant:
    • (UNIX) ./ua
    • (Windows) ua.bat

For information about other parameters that you can specify on the command line, such as logging parameters, see:

Upgrade Assistant Parameters

When you start the Upgrade Assistant from the command line, you can specify additional parameters.

Table 6-5 Upgrade Assistant Command-Line Parameters

Parameter Required or Optional Description

-readiness

Required for readiness checks

Note: Readiness checks cannot be performed on standalone installations (those not managed by the WebLogic Server).

Performs the upgrade readiness check without performing an actual upgrade.

Schemas and configurations are checked.

Do not use this parameter if you have specified the -examine parameter.

-threads

Optional

Identifies the number of threads available for concurrent schema upgrades or readiness checks of the schemas.

The value must be a positive integer in the range 1 to 8. The default is 4.

-response

Required for silent upgrades or silent readiness checks

Runs the Upgrade Assistant using inputs saved to a response file generated from the data that is entered when the Upgrade Assistant is run in GUI mode. Using this parameter runs the Upgrade Assistant in silent mode (without displaying Upgrade Assistant screens).

-examine

Optional

Performs the examine phase but does not perform an actual upgrade.

Do not specify this parameter if you have specified the -readiness parameter.

-logLevel attribute

Optional

Sets the logging level, specifying one of the following attributes:

  • TRACE

  • NOTIFICATION

  • WARNING

  • ERROR

  • INCIDENT_ERROR

The default logging level is NOTIFICATION.

Consider setting the -logLevel TRACE attribute to so that more information is logged. This is useful when troubleshooting a failed upgrade. The Upgrade Assistant's log files can become very large if -logLevel TRACE is used.

-logDir location

Optional

Sets the default location of upgrade log files and temporary files. You must specify an existing, writable directory where the Upgrade Assistant creates log files and temporary files.

The default locations are:

(UNIX)

NEW_ORACLE_HOME/oracle_common/upgrade/logs
NEW_ORACLE_HOME/oracle_common/upgrade/temp

(Windows)

NEW_ORACLE_HOME\oracle_common\upgrade\logs
NEW_ORACLE_HOME\oracle_common\upgrade\temp

-help

Optional

Displays all of the command-line options.

Upgrading Standalone System Component Configurations Using the Upgrade Assistant

Navigate through the screens in the Upgrade Assistant to upgrade standalone system component configurations.

To upgrade standalone system component configurations with the Upgrade Assistant:
  1. On the Welcome screen, review an introduction to the Upgrade Assistant and information about important pre-upgrade tasks. Click Next.

    Note:

    For more information about any Upgrade Assistant screen, click Help on the screen.
  2. On the next screen:
    • Select Standalone System Component Configurations, then select Update an Existing Domain.

    • In the Domain Location field, select the location of the existing standalone domain that you want to update.

    • Click Next.

  3. On the Component List screen, verify that the list includes all the components for which you want to upgrade configurations and click Next.
    If you do not see the components you want to upgrade, click Back to go to the previous screen and specify a different domain.
  4. On the Prerequisites screen, acknowledge that the prerequisites have been met by selecting all the check boxes. Click Next.

    Note:

    The Upgrade Assistant does not verify whether the prerequisites have been met.
  5. On the Instance Directories screen, specify the location of one or more Oracle instance directories to be upgraded.
  6. On the Node Manager screen, specify the credentials of the Node Manager that will be used to create a domain during the upgrade of standalone system components.
  7. On the Examine screen, review the status of the Upgrade Assistant as it examines each standalone component, verifying that the standalone component configuration is ready for upgrade. If the status is Examine finished, click Next.
    If the examine phase fails, Oracle recommends that you cancel the upgrade by clicking No in the Examination Failure dialog. Click View Log to see what caused the error and refer to Troubleshooting Your Upgrade in Upgrading with the Upgrade Assistantfor information on resolving common upgrade errors.

    Note:

    • If you resolve any issues detected during the examine phase without proceeding with the upgrade, you can start the Upgrade Assistant again without restoring from backup. However, if you proceed by clicking Yes in the Examination Failure dialog box, you need to restore your pre-upgrade environment from backup before starting the Upgrade Assistant again.

    • Canceling the examination process has no effect on the configuration data; the only consequence is that the information the Upgrade Assistant has collected must be collected again in a future upgrade session.

  8. On the Upgrade Summary screen, review the summary of the options you have selected for component configuration upgrade.
    The response file collects and stores all the information that you have entered, and enables you to perform a silent upgrade at a later time. The silent upgrade performs exactly the same function that the Upgrade Assistant performs, but you do not have to manually enter the data again. If you want to save these options to a response file, click Save Response File and provide the location and name of the response file.

    Click Upgrade to start the upgrade process.

  9. On the Upgrade Progress screen, monitor the status of the upgrade.

    Caution:

    Allow the Upgrade Assistant enough time to perform the upgrade. Do not cancel the upgrade operation unless absolutely necessary. Doing so may result in an unstable environment.
    If any components are not upgraded successfully, refer to the Upgrade Assistant log files for more information.

    Note:

    The progress bar on this screen displays the progress of the current upgrade procedure. It does not indicate the time remaining for the upgrade.

    Click Next.

  10. If the upgrade is successful: On the Upgrade Success screen, click Close to complete the upgrade and close the wizard. The Post-Upgrade Actions window describes the manual tasks you must perform to make components functional in the new installation. This window appears only if a component has post-upgrade steps.

    If the upgrade fails: On the Upgrade Failure screen, click View Log to view and troubleshoot the errors. The logs are available at ORACLE_HOME/oracle_common/upgrade/logs. Note If the upgrade fails you must restore your pre-upgrade environment from backup, fix the issues, then restart the Upgrade Assistant.

Starting Servers and Processes

After a successful upgrade, restart all processes and servers, including the Administration Server and any Managed Servers.

The components may be dependent on each other so they must be started in the correct order.

Note:

The procedures in this section describe how to start servers and process using the WLST command line or a script. You can also use the Oracle Fusion Middleware Control and the Oracle WebLogic Server Administration Console. See Starting and Stopping Administration and Managed Servers and Node Manager in Administering Oracle Fusion Middleware.

To start your Fusion Middleware environment, follow the steps below:

Step 1: Start the Administration Server

When you start the Administration Server, you also start the processes running in the Administration Server, including the WebLogic Server Administration Console and Fusion Middleware Control.

To start the Administration Server, use the startWebLogic script:

  • (UNIX) NEW_DOMAIN_HOME/bin/startWebLogic.sh

  • (Windows) NEW_DOMAIN_HOME\bin\startWebLogic.cmd

When prompted, enter your user name, password, and the URL of the Administration Server.

Step 2: Start Node Manager

To start Node Manager, use the startNodeManager script:

  • (UNIX) NEW_DOMAIN_HOME/bin/startNodeManager.sh

  • (Windows) NEW_DOMAIN_HOME\bin\startNodeManager.cmd

Step 3: Start Oracle Identity Management Components

Start any Oracle Identity Management components, such as Oracle Internet Directory, that form part of your environment:
  • (UNIX) NEW_DOMAIN_HOME/bin/startComponent.sh component_name

  • (Windows) NEW_DOMAIN_HOME\bin\startComponent.cmd component_name

Step 4: Start the Managed Servers

To start a WebLogic Server Managed Server, use the startManagedWebLogic script:

  • (UNIX) NEW_DOMAIN_HOME/bin/startManagedWebLogic.sh managed_server_name admin_url

  • (Windows) NEW_DOMAIN_HOME\bin\startManagedWebLogic.cmd managed_server_name admin_url

When prompted, enter your user name and password.

Note:

The startup of a Managed Server will typically start the applications that are deployed to it. Therefore, it should not be necessary to manually start applications after the Managed Server startup.

Step 5: Start System Components

To start system components, such as Oracle HTTP Server, use the startComponent script:

  • (UNIX) NEW_DOMAIN_HOME/bin/startComponent.sh component_name

  • (Windows) NEW_DOMAIN_HOME\bin\startComponent.cmd component_name

You can start system components in any order.

Step 6: Change to External Authentication

If you changed to internal authentication before upgrading product schemas, change back to external authentication after starting servers and processes.