Before you begin the upgrade to Oracle Business Intelligence 12c (12.2.1.2), you must perform pre-upgrade tasks such as backing up, cloning your current environment, and verifying that your system meets certified requirements.
Upgrade is performed while the servers are down. The pre-upgrade tasks are often time-consuming. Oracle recommends that you plan and prepare your environment for upgrade by completing these pre-upgrade tasks, so that you have a successful upgrade and a limited downtime.
FMW to run the Upgrade Assistant. This user has the privileges required to modify schemas, but does not have full administrator privileges.The Oracle Business Intelligence Pre-Upgrade Checklist identifies tasks that can be performed before you begin any upgrade to ensure you have a successful upgrade and limited downtime.
Upgrades are performed while the servers are down. This checklist is meant to identify important — and often time-consuming — pre-upgrade tasks that you can perform before the upgrade to limit your downtime. The more preparation you can do before you begin the upgrade process, the less time you will spend offline.
Note:
The pre-upgrade procedures you perform depend on the configuration of your existing system, the components you are upgrading, and the environment you want to create at the end of the upgrade and configuration process. Complete only those tasks that apply to your configurations or use cases.Table 2-1 Tasks to Perform Before You Upgrade to Oracle Business Intelligence 12c (12.2.1.2)
| Task | Description |
|---|---|
|
Required Create a complete backup of your existing environment. |
Back up all system-critical files and database(s) that contain any schemas that are to be upgraded. If the upgrade fails, you must restore your pre-upgrade environment and begin the upgrade again. See Creating a Complete Backup.
|
|
Optional Clone your production environment to use as an upgrade testing platform. |
In addition to creating a complete backup of your system files, Oracle strongly recommends that you clone your production environment. This environment can be used to test the upgrade. |
|
Required Verify that you are installing and upgrading your product on a supported hardware and software configuration. CAUTION: Do not attempt an upgrade if you are unable to use the latest supported operating system. As with all supported configurations, failure to comply with these requirements may cause your upgrade to fail. |
Verify that your hardware and software configurations (including operating systems) are supported by the latest certifications and requirements documents. Also make sure to use a supported JDK version before you install the 12c product distributions. Oracle recommends that you verify this information right before you start the upgrade as the certification requirements are frequently updated. Make sure that you have applied the latest patches to your components before you upgrade. |
|
Required for 32–bit Operating Systems Only Migrate to a 64-bit operating system before you can upgrade. |
This is required only if you are currently running an unsupported 32–bit operating system. |
|
Optional Update security policy files if you are using enhanced encryption (AES 256). |
Some of the security algorithms used in Fusion Middleware 12c require additional policy files for the JDK. If you plan to use enhanced encryption, such as AES 256, Oracle recommends that you apply the latest required policy files to the JDK before you upgrade. See Updating Policy Files when Using Enhanced Encryption (AES 256). |
|
Optional Purge any outdated or unused data before you upgrade. |
To optimize performance, consider purging data and objects that will not be used in the upgraded environment. Use the purge scripts before you start the instance upgrade to purge the closed BI instances that you do not need in the latest 12c environment. See Purging Unused Data. |
|
Optional Create a Non-SYSDBA user to run the Upgrade Assistant. |
Oracle recommends that you create the FMW user to run Upgrade Assistant. User FMW can run the Upgrade Assistant without system administration privileges. |
|
Optional Identify which schemas are currently in your domain before you begin. |
It is important that you know which schemas are in your pre-upgrade domain before you start the upgrade. You should know the schema owner names and passwords, as well as the versions of each schema. |
|
Required Disable internal SSL. |
It is important that you disable SSL on the internal communication links before you start the upgrade process. |
|
Required Create a baseline report with the Oracle BI Baseline Validation tool. |
The Oracle BI Baseline Validation Tool allows you to compare two system installations. You must run this tool on your pre-upgrade environment to extract result sets from your existing BI deployment and generate comparison files in order to determine whether any changes are needed before making a modified system available to your user community. See Creating a Baseline Report with the Oracle BI Baseline Validation Tool. |
Back up all system-critical files including all of the databases that host your Oracle Fusion Middleware schemas before you start the upgrade.
The backup must include the SYSTEM.SCHEMA_VERSION_REGISTRY$ table so that you can restore the contents back to its pre-upgrade state if the upgrade fails.
The Upgrade Assistant Prerequisites screen prompts you to acknowledge that backups have been performed before you proceed with the actual upgrade. However, note that the Upgrade Assistant does not verify that a backup has been created.
Backing Up Your Environment in Oracle Fusion Middleware Administering Oracle Fusion Middleware
Upgrading and Preparing Your Oracle Databases for 12c in Oracle Fusion Middleware Planning an Upgrade of Oracle Fusion Middleware
In addition to creating a complete backup of your system, you must also create a backup of your schema version registry and any custom settings you want to use in your upgraded environment. See the following resources:
SYSTEM.SCHEMA_VERSION_REGISTRY$ table.Your system backup must include the SYSTEM.SCHEMA_VERSION_REGISTRY$ table.
Each Fusion Middleware schema has a row in the SYSTEM.SCHEMA_VERSION_REGISTRY$ table. If you run the Upgrade Assistant to update an existing schema and it does not succeed, you must restore the original schema before you can try again. Make sure you back up your existing database schemas and the schema version registry before you run the Upgrade Assistant.
Note:
Performing these backups prior to performing a schema upgrade is a prerequisite for running the Upgrade Assistant. During the upgrade you will be required to acknowledge that backups have been performed.If you modified any domain generated or server startup scripts in your pre-upgrade environment, it is important to note that these changes are overwritten during the installation, domain upgrade, and reconfiguration operations.
Every domain installation includes dynamically-generated domain and server startup scripts, such as setDomainEnv. These files are replaced by newer versions during the installation and upgrade process. To maintain your custom domain-level environment settings, Oracle recommends that you create a separate file to store the custom domain information before you upgrade, instead of modifying the scripts directly.
For example, if you want to customize server startup parameters that apply to all servers in a domain, you can create a file called setUserOverrides.cmd (Windows) or setUserOverrides.sh (UNIX) and configure it to add custom libraries to the WebLogic Server classpath, specify additional command-line options for running the servers, or specify additional environment variables. Any custom settings you add to this file are preserved during the domain upgrade operation and are carried over to the remote servers when using the pack and unpack commands.
setUserOverrides file:
# add custom libraries to the WebLogic Server system claspath
if [ "${POST_CLASSPATH}" != "" ] ; then
POST_CLASSPATH="${POST_CLASSPATH}${CLASSPATHSEP}${HOME}/foo/fooBar.jar"
export POST_CLASSPATH
else
POST_CLASSPATH="${HOME}/foo/fooBar.jar"
export POST_CLASSPATH
fi
# specify additional java command line options for servers
JAVA_OPTIONS="${JAVA_OPTIONS} -Dcustom.property.key=custom.value"
If the setUserOverrides file exists during a server startup, the file is included in the startup sequence and any overrides contained within this file take effect. You must store the setUserOverrides file in the domain_home/bin directory.
Note:
If you are unable to create the setUserOverrides script before an upgrade, you need to reapply your settings as described in Re-apply Customizations to Startup Scripts in Oracle Fusion Middleware Upgrading Oracle WebLogic Server.
Create a copy of your actual production environment, upgrade the cloned environment, verify that the upgraded components work as expected, and then (and only then) upgrade your production environment.
Cloning your production environment for testing is recommended, but not required.
Note:
It is beyond the scope of this document to describe the cloning procedures for all components and operating systems. Cloning procedures are component and operating system-specific. At a high level, you install the pre-upgrade version of your component domain on a test machine, create the required schemas using the Repository Creation Utility (RCU), and perform the upgrade.Uncover and correct any upgrade issues.
Practice completing an end-to-end upgrade.
Understand the upgrade performance and how purge scripts can help.
Understand the time required to complete the upgrade.
Understand the database resource usage (such as temporary tablespace; PGA, and so on).
Note:
You can run the pre-upgrade Readiness Check on the cloned production environment to help identify potential upgrade issues with your data, but you must perform a complete test upgrade on a cloned environment to ensure a successful upgrade.Review the certification matrix and system requirements documents to verify that your environment meets the necessary requirements for installation.
Note:
When checking the certification, system requirements, and interoperability information, be sure to check specifically for any 32-bit or 64-bit system requirements. It is important for you to download software specifically designed for the 32-bit or 64-bit environment, explicitly.WARNING:
Make sure that your current environment has been patched to the latest patch set before you begin the upgrade. Certifications are based on fully patched environments unless stated otherwise.Oracle has tested and verified the performance of your product on all certified systems and environments. Make sure that you are installing your product on a supported hardware or software configuration.
Whenever new certifications occur, they are added to the appropriate certification document right away. New certifications can occur at any time, and for this reason the certification documents are kept outside of the documentation libraries and are available on Oracle Technology Network. For more information, see the Certification Matrix for 12c (12.2.1.2).
It is important to verify that the system requirements such as disk space, available memory, specific platform packages and patches, and other operating system-specific items are met.
Use the Oracle Fusion Middleware System Requirements and Specifications document to verify that the requirements of the certification are met. For example, if the Certification Matrix for 12c (12.2.1.2) indicates that your product is certified for installation on 64-Bit Oracle Linux 7, the System Requirements and Specifications document should be used to verify that your Oracle Linux 7 system has met the required minimum specifications such as disk space, available memory, specific platform packages and patches, and other operating system-specific items. This document is updated as needed and resides outside of the documentation libraries on the Oracle Technology Network (OTN).
Note:
When you install the Oracle Fusion Middleware Release 12c software in preparation for upgrade, you should use the same user account that you used to install and configure the existing, pre-upgrade Oracle Fusion Middleware software. On UNIX operating systems, this ensures that the proper owner and group is applied to new Oracle Fusion Middleware 12c files and directories.If you are running a 32–bit environment, you will need to perform an additional set of steps:
If you have a 32–bit operating system, then you must migrate your 32-bit environment to a 64-bit software environment before you upgrade.
Make sure to validate the migration to ensure all your Oracle Fusion Middleware 11g software is working properly on the 64-bit machine, and only then perform the upgrade to Oracle Fusion Middleware 12c.
In these tasks, host refers to the 32-bit source machine and target refers to the new 64-bit target machine.
Note:
These steps assume that your database is located on a separate host and will not be moved.Caution:
These steps are provided as an example of the operating system upgrade process and may or may not include all of the procedures you must perform to update your specific operating system. Consult your operating system's upgrade documentation for more information.Make sure that you have supported target hardware in place before you begin the upgrade process.
Before upgrading, you must stop all processes, including Managed Servers, the Administration Server, and Node Manager, if they are started on the host.
Stop the Managed Servers
To stop a WebLogic Server Managed Server, use the stopManagedWebLogic script:
(UNIX) DOMAIN_HOME/bin/stopManagedWebLogic.sh managed_server_name admin_url
(Windows) DOMAIN_HOME\bin\stopManagedWebLogic.cmd managed_server_name admin_url
When prompted, enter your user name and password.
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) DOMAIN_HOME/bin/stopWebLogic.sh
(Windows) DOMAIN_HOME\bin\stopWebLogic.cmd
When prompted, enter your user name, password, and the URL of the Administration Server.
Stop Node Manager
To stop Node Manager, close the command shell in which it is running.
Alternatively, after having set the nodemanager.properties attribute QuitEnabled to true (the default is false), you can use WLST to connect to Node Manager and shut it down. For more information, see stopNodeManager in Oracle Fusion Middleware WLST Command Reference for WebLogic Server.
Make sure that you have created a complete backup of your entire 11g deployment before you begin the upgrade process. These files can be used if there is an issue during the migration and you have to restart the process.
Note:
If the upgrade from 32-bit to 64-bit takes place on the same machine, there is a risk of corrupting the source environment if the upgrade fails.For more information on backing up your 11g files, see Backing Up Your Environment in Oracle Fusion Middleware Administrator's Guide.
During the upgrade you must have access to the contents of the following:
11g Domain Home
11g /nodemanager directory located in $ORACLE_HOME/wlserver/common/
Some of the backup and recovery procedures described in Backing Up Your Environment in Oracle Fusion Middleware Administrator's Guide are product-specific. Do not proceed with the upgrade until you have a complete backup.
The host name and IP address of the target machine must be made identical to the host. This require you to change the IP address and name of the source machine or decommission the source machine to avoid conflicts in the network.
The process of changing an IP address and host name vary by operating system. Consult your operating system's administration documentation for more information.
Restore the files you backed from the 32-bit host using the same directory structure that was used in 11g. The directory structure on the target machine must be identical to the structure of the host machine.
For detailed information about restoring your 11g files to the 64-bit target machine, see Recovering Your Environment in Oracle Fusion Middleware Administrator's Guide.
Oracle recommends an Out-of-Place approach for upgrade. Therefore, you must install the 12c product distributions in a new Oracle home on the target machine.
Refer to the component-specific installation guides for the component(s) you are installing.
After installing the product on the target machine, you must upgrade each product component individually using an upgrade utility specified in the component-specific upgrade guide and complete any post-upgrade tasks.
For a complete upgrade procedure, see the component-specific upgrade guide for the component(s) you are upgrading.
Note:
The Node Manager upgrade procedure requires access to the original Node Manager files. Use the 11g Node Manger files that you backed up from the 32-bit source machine as part of Back Up All Files from the 32-bit Host Machine.You must have a supported Oracle database configured with the required schemas before you run Oracle Fusion Middleware 12c.
Note:
If your database version is no longer supported, you must upgrade to a supported version before starting an upgrade. See Upgrading and Preparing Your Oracle Databases for 12c in Oracle Fusion Middleware Planning an Upgrade of Oracle Fusion MiddlewareBefore you can install any Oracle Fusion Middleware product distributions, you must download and install a supported JDK on your system.
Refer to the Oracle Fusion Middleware Supported System Configurationsinformation on the Oracle Technology Network (OTN) to verify that the JDK you are using is supported.
At the time this document was published, the certified JDK for 12c (12.2.1.2) was 1.8.0_101.
http://www.oracle.com/technetwork/java/javase/downloads/index.html
Make sure that the JDK is installed outside of the Oracle home. The Oracle Universal Installer validates that the designated Oracle home directory is empty, and the install does not progress until an empty directory is specified. If you install JDK under Oracle home, you may experience issues in future operations. Therefore, Oracle recommends that you use install the JDK in the following directory: /home/oracle/products/jdk.
For more information on the difference between generic and platform-specific installers, see “Understanding the Difference Between Generic and Platform-Specific Distributions” in the Oracle Fusion Middleware Download, Installation, and Configuration Readme Files.
If you plan to use enhanced encryption, such as Advanced Encryption Standard (AES) 256, in your upgraded environment. Oracle recommends that you apply the latest required policy files to the JDK before you upgrade.
The Java platform defines a set of APIs spanning major security areas, including cryptography, public key infrastructure, authentication, secure communication, and access control. These APIs allow developers to easily integrate security mechanisms into their application code.
Some of the security algorithms used in Fusion Middleware 12c require additional policy files for the JDK. For more information, see Java Cryptography Architecture Oracle Providers Documentation.
Note:
If you attempt to use enhanced encryption without applying these policy files to the JDK before you begin the upgrade, the upgrade can fail and you must restore the entire pre-upgrade environment and start the upgrade from the beginning.Purging unused data and maintaining a purging methodology before an upgrade can optimize the upgrade process.
Some components have automated purge scripts. If you are using purge scripts, wait until the purge is complete before starting the upgrade process. The upgrade may fail if the purge scripts are running while using the Upgrade Assistant to upgrade your schemas.
Oracle recommends that you create a non-SYSDBA user called FMW to run the Upgrade Assistant. This user has the privileges required to modify schemas, but does not have full administrator privileges.
Notes
If you created the non-SYSDBA user FMW in a previous release, you must drop and recreate this user before starting the upgrade. Running the Upgrade Assistant with an older FMW user may lead to a failed upgrade as new privileges may have been added. Oracle recommends that you drop and recreate the user instead of modifying the existing FMW user.v$xatrans$ table does not exist. You must run the XAVIEW.SQL script to create this table before creating the user. Moreover, the grant select privilege on v$xatrans$ table is required only for Oracle Identity Manager. If you do not require Oracle Identity Manager for configuration, or if you do not have the v$xatrans$ table, then remove the following line from the script:
grant select on v$xatrans$ to FMW with grant option;
welcome1 is the password. Make sure that you specify your actual password when granting privileges.
create user FMW identified by welcome1; grant dba to FMW; grant execute on DBMS_LOB to FMW with grant option; grant execute on DBMS_OUTPUT to FMW with grant option; grant execute on DBMS_STATS to FMW with grant option; grant execute on sys.dbms_aqadm to FMW with grant option; grant execute on sys.dbms_aqin to FMW with grant option; grant execute on sys.dbms_aqjms to FMW with grant option; grant execute on sys.dbms_aq to FMW with grant option; grant execute on utl_file to FMW with grant option; grant execute on dbms_lock to FMW with grant option; grant select on sys.V_$INSTANCE to FMW with grant option; grant select on sys.GV_$INSTANCE to FMW with grant option; grant select on sys.V_$SESSION to FMW with grant option; grant select on sys.GV_$SESSION to FMW with grant option; grant select on dba_scheduler_jobs to FMW with grant option; grant select on dba_scheduler_job_run_details to FMW with grant option; grant select on dba_scheduler_running_jobs to FMW with grant option; grant select on dba_aq_agents to FMW with grant option; grant execute on sys.DBMS_SHARED_POOL to FMW with grant option; grant select on dba_2pc_pending to FMW with grant option; grant select on dba_pending_transactions to FMW with grant option; grant execute on DBMS_FLASHBACK to FMW with grant option; grant execute on dbms_crypto to FMW with grant option; grant execute on DBMS_REPUTIL to FMW with grant option; grant execute on dbms_job to FMW with grant option; grant select on pending_trans$ to FMW with grant option; grant select on dba_scheduler_job_classes to fmw with grant option; grant select on SYS.DBA_DATA_FILES to FMW with grant option; grant select on SYS.V_$ASM_DISKGROUP to FMW with grant option; grant select on v$xatrans$ to FMW with grant option; grant execute on sys.dbms_system to FMW with grant option; grant execute on DBMS_SCHEDULER to FMW with grant option; grant select on dba_data_files to FMW with grant option; grant execute on UTL_RAW to FMW with grant option; grant execute on DBMS_XMLDOM to FMW with grant option; grant execute on DBMS_APPLICATION_INFO to FMW with grant option; grant execute on DBMS_UTILITY to FMW with grant option; grant execute on DBMS_SESSION to FMW with grant option; grant execute on DBMS_METADATA to FMW with grant option; grant execute on DBMS_XMLGEN to FMW with grant option; grant execute on DBMS_DATAPUMP to FMW with grant option; grant execute on DBMS_MVIEW to FMW with grant option; grant select on ALL_ENCRYPTED_COLUMNS to FMW with grant option; grant select on dba_queue_subscribers to FMW with grant option; grant execute on SYS.DBMS_ASSERT to FMW with grant option; grant select on dba_subscr_registrations to FMW with grant option; grant manage scheduler to FMW;
Note:
Oracle Database 11.2.0.3 Database Users ONLY: You must apply Oracle Patch 13036331 before you begin the upgrade. Go to My Oracle Support to download the patch.
If you do not apply this patch, then you will have to grant additional privileges for some schemas.
This optional task enables you to review the list of available schemas before you begin the upgrade by querying the schema version registry. The registry contains schema information such as version number, component name and ID, date of creation and modification, and custom prefix.
You can let the Upgrade Assistant upgrade all of the schemas in the domain, or you can select individual schemas to upgrade. To help decide, follow these steps to view a list of all the schemas that are available for an upgrade:
If you are using an Oracle database, connect to the database by using an acount that has Oracle DBA privileges, and run the following from SQL*Plus:
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 ;
Examine the report that is generated. If the value in the VERSION column is at 11.1.1.7.0 or higher, and the STATUS column value is VALID, then the schema is supported for upgrade.
If an upgrade is not needed for a schema, the schema_version_registry table retains the schema at its pre-upgrade version.
Note the schema prefix name that was used for your existing schemas. You will use the same prefix when creating new 12c schemas.
Notes
If your existing schemas are not at a supported version, then you must upgrade them to a supported version before using the 12c (12.2.1.2) upgrade procedures. Refer to your pre-upgrade version documentation for more information.
Some components, such as Oracle Enterprise Data Quality, Oracle GoldenGate Monitor and Oracle GoldenGate Veridata, support an upgrade from versions other than the standard Oracle Fusion Middleware supported versions.
If you used an OID-based policy store in 11g, make sure that you create a new OPSS schema before you perform the upgrade. After the upgrade, the OPSS schema will remain an LDAP-based store.
You can only upgrade schemas for products that are available for upgrade in the Oracle Fusion Middleware release 12c (12.2.1.2). Do not attempt to upgrade a domain that includes components that are not yet available for upgrade to 12c (12.2.1.2).
You must disable SSL on the internal communication links before you start the upgrade process.
The Oracle BI Baseline Validation Tool lets you compare two system installations. Run this tool on your pre-upgrade environment to extract result sets from your existing BI deployment and generate comparison files in order to determine whether any changes are needed before making a modified system available to your user community.
Note:
You can download the Oracle BI Validation Tool along with the other Oracle Business Intelligence download on the Oracle Technology Network. See the Readme document that is included in the Oracle BI Validation Tool download for more information. For specific information on the distributions you want to download for each product, see Oracle Fusion Middleware Download, Installation, and Configuration Readme Files page.To know more about using the Oracle BI Baseline Validation Tool, see Comparing Oracle Business Intelligence Deployments Using the Oracle Business Intelligence Baseline Validation Tool. This documentation is available with the Oracle BI Baseline Validation Tool.