Installation and Configuration Roadmap
11g Release 1 (11.1.1.9.0) for Windows
E22628-05
April 2015
This documentation roadmap provides instructions on how to install, upgrade, and/or patch Oracle WebCenter Portal, then perform the necessary configurations.
It includes the following topics:
Patching an Existing Oracle WebCenter Portal 11g Installation - Roadmaps
Upgrading an Existing Oracle WebCenter 10g Installation - Roadmap
In Figure 1, find the starting point that best describes your current environment, then use the links in Table 1 to jump to the guide that you need.
Figure 1 Starting Points for Oracle WebCenter Portal Installation
Table 1 Starting Points for Oracle WebCenter Portal Installation
Starting Point | Install Summary | Detailed Instructions |
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New Oracle WebCenter Portal Installation |
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Existing Oracle WebCenter Portal Installation |
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Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF |
Note:
For existing installations, note that upgrades may include new features that will need to be configured as described in the Installing Oracle WebCenter Portal - Roadmaps section.The roadmaps in this section provide an overview of the steps required to install Oracle WebCenter Portal for the first time and guide you to the documentation. Oracle provides documentation for two installation scenarios:
Simple topology - install Oracle WebCenter Portal in a simple, non-clustered environment. Figure 2 illustrates the installation process for a simple topology. Use Table 2 to navigate to the appropriate guide.
Enterprise topology - install Oracle WebCenter Portal in a distributed environment with built-in security and high availability. Figure 3 illustrates the installation process for an enterprise topology. Use Table 3 to navigate to the appropriate guide.
Figure 4 shows post-installation steps required to configure Oracle WebCenter Portal components and tools and services that are required for both topologies. Use Table 4 to navigate to the appropriate guide.
Before you start, you might like to read Installation Planning Guide.
Figure 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology
Use Table 2 to navigate to the appropriate guide for the installation process for a simple topology.
Table 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology
Task and link to more information | Mandatory or Optional? | Notes |
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Mandatory |
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Verify system requirements, then install and configure a database |
Mandatory |
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Mandatory |
If you want to use WebCenter Portal as well as build Portal Framework applications, you must run the RCU twice as both require their own Schemas for the discussions and portlets are also required if you plan to use them. If you plan on using recommendations, then the Activity Graph product needs to be installed. Analytics and Activity Graph can be used only by a single application within a domain. If Activity Graph is installed, the |
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Mandatory |
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Install Oracle WebCenter Portal: |
Mandatory |
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Install other Fusion Middleware products: |
Optional |
SOA is mandatory for worklists and WebCenter Portal workflows. Oracle WebCenter Content is mandatory for using Content Presenter, wiki, and documents. Oracle HTTP Server (OHS) is recommended for Oracle WebCenter Content Server integration and for single sign-on (SSO) since SSO is needed to stop multiple login prompts, and is required for REST and Oracle SOA. |
Mandatory |
You may choose to create a new domain or extend an existing domain for Oracle WebCenter Portal. |
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Extend the Oracle WebCenter Portal domain to: |
Optional |
Oracle does not recommend deploying Portal Framework applications or Portlet Producer applications to the Administration Server or any of the default managed servers created during Oracle WebCenter Portal installation. |
Start the servers: |
Mandatory |
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Mandatory |
Mandatory for Oracle WebCenter Content Server and Discussion server. Oracle strongly recommends to use database to store security policies. |
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Optional |
Mandatory if using Content Presenter, wikis and documents. |
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Install, configure, and connect back-end components for Oracle WebCenter Portal tools and services: |
Optional |
Mandatory for the Oracle WebCenter Portal tools and services you want to use See also, Post-Installation Configuration for Oracle WebCenter Portal Components, Tools, and Services. |
Figure 3 illustrates the installation process for an enterprise topology. Use Table 3 to navigate to the appropriate guide.
Figure 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology
Table 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology
Task and link to more information | Mandatory or Optional? | Notes |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Optional |
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Mandatory |
Oracle strongly recommends to use database to store security policies |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Mandatory |
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Optional |
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Mandatory |
Option to configure the domain for WebCenter Portal (the out-of-the-box enterprise-ready customizable application) or create a custom managed server for Portal Framework applications and Portlet Producer applications |
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Mandatory |
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Mandatory |
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Install and configure back-end components for required Oracle WebCenter Portal tools and services: |
Optional |
Mandatory for the Oracle WebCenter Portal tools and services you want to use See also, Post-Installation Configuration for Oracle WebCenter Portal Components, Tools, and Services |
Optional |
Mandatory for WebCenter Portal |
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Optional |
Mandatory for WebCenter Portal |
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Optional |
Mandatory for WebCenter Portal |
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Configure inbound refinery and dynamic converter on Content Server |
Optional |
Mandatory for WebCenter Portal |
Optional |
Mandatory for WebCenter Portal |
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Optional |
Mandatory for WebCenter Portal |
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Mandatory |
Figure 4 shows post-installation steps required to configure Oracle WebCenter Portal components and tools and services that are required for both simple and enterprise topologies. Use Table 4 to navigate to the appropriate guide.
Figure 4 Post-Installation Configuration for Oracle WebCenter Portal Components, Tools, and Services
Table 4 Getting Oracle WebCenter Portal Components, Tools, and Services Working
Oracle WebCenter Portal Component/Tool/Service | Feature | Documentation |
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WebCenter Portal |
WebCenter Portal, Oracle's out-of-the-box enterprise-ready customizable application, hosted on the |
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Documents |
Document management, wikis, blogs, Content Presenter |
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Activity Stream |
Activity streaming |
Requires Oracle WebCenter Content Server to be set up for documents |
Discussions and announcements |
Discussion forums and announcements |
In a clustered environment, additional configuration is required. More |
Portlet producers |
WSRP, PDK-Java portlets |
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Pagelet producers |
Pagelets |
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Analytics |
Analytics reports |
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Activity Graph |
Recommendation and similar item task flows |
Connect to analytics collector In a clustered environment, the activity graph engine must be targeted to a single managed server (not the cluster). More |
Personalization |
Personalization scenarios |
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Instant Messaging and Presence (IMP) |
Presence status, other presence options (such as send mail, send instant message, start phone conference) |
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Events |
Personal calendar and portal event management |
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Mail task flow |
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Search |
Search task flows |
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Worklist |
Worklist task flows |
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RSS news feeds |
External RSS news feeds |
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REST |
RESTful interface to WebCenter Portal tools and services |
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Subscriptions and notifications |
Notifications about subscribed services and objects |
Table 5 lists the Oracle WebCenter Portal installation scenarios that you can patch to the latest release 11.1.1.9.0, and guides you to the documentation in Patching Guide.
Before you start, you may also like to read Installation Planning Guide.
Table 5 Applying the Latest Patch to Oracle WebCenter Portal 11g Installations
Starting Point | Documentation Link in Patching Guide |
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Oracle WebCenter Portal 11.1.1.8.x Installation |
See section "Patching an Oracle WebCenter Portal 11.1.1.8.x Installation" |
Oracle WebCenter Portal 11.1.1.7.0 Installation |
See section "Patching an Oracle WebCenter Portal 11.1.1.7.0 Installation" |
Oracle WebCenter Portal 11.1.1.6.0 Installation |
See section "Patching an Oracle WebCenter Portal 11.1.1.6.0 Installation" |
Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation |
See section "Patching an Oracle WebCenter 11.1.1.4.0 or 11.1.1.5.0 Installation" |
Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation |
See section "Patching an Oracle WebCenter 11.1.1.2.0 or 11.1.1.3.0 Installation" |
Oracle WebCenter Portal 11.1.1.1.0 Installation |
See section "Patching an Oracle WebCenter 11.1.1.1.0 Installation" |
If you are currently running Oracle WebCenter 10g (10.1.3), you must upgrade your Oracle Application Server 10g environment to Oracle Fusion Middleware 11g. Figure 5 illustrates the steps required. Use Table 6 to navigate to the appropriate guide.
Before you start, you may also like to read:
Figure 5 Upgrading from Oracle WebCenter 10g 10.1.3
Use Table 6 to navigate to the appropriate guide.
Table 6 Upgrading from Oracle WebCenter 10g 10.1.3
Task and link to more information | Mandatory or Optional? | Notes |
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Mandatory |
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Mandatory |
Upgrade ADF. Also upgrade Oracle SOA Suite if installed |
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Mandatory |
Only mandatory for tools and services that you use |
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Mandatory |
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Mandatory |
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Migrate data on Oracle Content DB and Oracle Wiki and Blog server |
Mandatory |
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Oracle WebCenter Portal Installation and Configuration Roadmap, 11g Release 1 (11.1.1.9.0) for Windows
E22628-05
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