2 Pre-Upgrade Requirements
Before you begin to upgrade Oracle Data Integrator 14c (14.1.2.0.0), you must perform pre-upgrade tasks such as backing up, creating a replica of your current environment, and verifying that your system meets certified requirements.
Pre-Upgrade Checklist
The Pre-Upgrade Checklist identifies tasks that can be performed before you begin your upgrade to ensure that 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 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 that 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.This table describes the Pre-Upgrade Checklist. It lists all the required components and describes them in detail.
Table 2-1 Tasks to Perform Before You Upgrade Oracle Fusion Middleware
Task | Description |
---|---|
Required Create a complete backup of your existing environment. |
Back up all system-critical files and databases 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 install and upgrade 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 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. |
Optional Create a Non-SYSDBA user to run the Upgrade Assistant with necessary privileges. |
Oracle recommends that you create the FMW user to run the Upgrade Assistant. The FMW user can run the Upgrade Assistant without any system administration privileges. See Creating a Non-SYSDBA User to Run the Upgrade Assistant. |
Required If you are using auto_login wallet, you must update wallet files. |
Auto_login_only wallets are the only supported wallets in 14c (14.1.2.0.0). Before upgrading to 14c (14.1.2.0.0), you must update all existing 12c (12.2.1.4.0) auto_login wallets to auto_login_only using convert_to_auto_login_only.pl. |
Required Linux and UNIX Operating
System users must set their |
Setting the DISPLAY Environment Variable If the |
Creating a Complete Backup
Before you start an upgrade, back up all system-critical files, including the databases that host your Oracle Fusion Middleware schemas.
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 Administering Oracle Fusion Middleware
-
Upgrading and Preparing Your Oracle Databases for 14c (14.1.2.0.0) in Planning an Upgrade of Oracle Fusion Middleware
Backing Up the Schema Version Registry Table
Your system backup must include the SYSTEM.SCHEMA_VERSION_REGISTRY$
table or the FMWREGISTRY.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. Before you run the Upgrade Assistant, make sure you back up your existing database schemas and the schema version registry.
Note:
Before you upgrade a schema using the Upgrade Assistant, you must perform a complete database backup. During the upgrade, you are required to acknowledge that backups have been performed.Maintaining Customized Domain and Environment Settings
If you have modified any domain-generated, server startup scripts, or configuration files in your pre-upgrade environment, it is important to note that these changes are overwritten during the installation, domain upgrade, and reconfiguration operations. Save your customized files to a shared library location so that you can continue to use them after the upgrade.
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. When using the pack
and unpack
commands, any custom settings that you add to this file are preserved during the domain upgrade operation and are carried over to the remote servers.
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 EXISTING_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 Upgrading Oracle WebLogic Server.
Cloning Your Source Environment for Testing
Create a copy of your source environment, upgrade the cloned environment, verify that the upgraded components work as expected, and then (and only then) upgrade your environment.
Cloning your source 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 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.Verifying Certification and System Requirements
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.Verify Your Environment Meets Certification Requirements
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. See the Certification Matrix for 14c (14.1.2.0.0).
Verify System Requirements and Specifications
It is important to use both the System Requirements and Specifications document and the Oracle Fusion Middleware Certification Matrix 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 Oracle Fusion Middleware Certification matrix are met. For example, if the Certification Matrix indicates that your product is certified for installation on 64-Bit Oracle Linux 8, the System Requirements and Specifications document should be used to verify that your Oracle Linux 8 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:
Do not attempt an upgrade if you are unable to meet the minimum system requirements.
- Processor Requirements
- Java Development Kit (JDK) Requirements
- General Memory and Disk Space Requirements
- Product-Specific Memory and Disk Space Requirements
- Network Requirements
- UNIX Operating System Requirements
- Windows Operating Systems Requirements
- Virtualization Requirements
- Database Requirements
What if my operating system is not supported?
If you are running your environment on an unsupported operating system, you will need to create a supported environment before you begin your upgrade. Do not attempt an upgrade on an unsupported operating system.
Use the migration steps for your environment.
Verify That the Database Hosting Oracle Fusion Middleware is Supported
You must have a supported Oracle database configured with the required schemas before you run Oracle Fusion Middleware 14c (14.1.2.0.0).
Note:
If your database version is no longer supported, you must upgrade to a supported version before starting an upgrade.Verify That the JDK Is Certified for This Release of Oracle Fusion Middleware
If your JDK is not supported, or you do not have a JDK installed, you must download the required Java SE JDK before you begin.
Refer to the Oracle Fusion Middleware Supported System Configurations information on the Oracle Technology Network (OTN) to verify that the JDK you are using is supported.
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
.
Verify the Database User for the WLSSchemaDataSource Data Source
This step is required if your existing domain has a
WLSSchemaDataSource
data source.
If your domain has the WLSSchemaDataSource
data source, then you
will need to verify which database user is assigned to it. If
<PREFIX>_WLS_RUNTIME
is assigned to it, then you need
to change that to <PREFIX>_WLS
.
- The 14c (14.1.2.0.0) Upgrade
Assistant uses the information in the
WLSSchemaDataSource
data source,when a domain-based schema upgrade is performed. That upgrade will fail if the<PREFIX>_WLS
database user is not assigned to theWLSSchemaDataSource
, or if<PREFIX>_WLS
is not entered as the "Schema User Name" on the "WLS Schema" page of the Upgrade Assistant. - Oracle recommends that you use the 12c Oracle WebLogic
Administration Console to change the database user to
<PREFIX>_WLS
in theWLSSchemaDataSource
data source. Doing this will avoid the Upgrade Assistant failure, and also allow the Reconfiguration Wizard to pre-populate fields with the correct values. - The
<PREFIX>_WLS_RUNTIME
database user is reserved for use with a newWLSRuntimeSchemaDataSource
, which was introduced in 14c (14.1.2.0.0). This newWLSRuntimeSchemaDataSource
will be created when the 14c (14.1.2.0.0) Reconfiguration Wizard (reconfig.sh) is used to upgrade the domain.
<PREFIX>_WLS_RUNTIME
to
<PREFIX>_WLS
.
- Log in the 12c (12.2.1.4.0) Administration Console.
- In the administration console under Domain Structure, expand Services (by clicking the + next to it). Then click Data Sources.
- If the user in Properties field contains
<PREFIX>_WLS_RUNTIME
, change it to<PREFIX>_WLS
. - Save the change.
- Use the Change Center to commit the change, if your domain is running in production mode.
Updating Policy Files when Using Enhanced Encryption (AES 256)
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 14c (14.1.2.0.0) require additional policy files for the JDK. 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.Creating a Non-SYSDBA User to Run the Upgrade Assistant
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:
The non-SYSDBA user FMW is created solely for the purpose of running the Upgrade Assistant. After this step is complete, drop the FMW user. Note that privileges required for running the Upgrade Assistant may change from release to release.Note:
In this example we are using the nameFMW
for our non-SYSDBA administrator. Substitute
FMW
with your admin name.
CREATE USER FMW IDENTIFIED BY "<FMW password>";
GRANT pdb_dba TO FMW;
GRANT MANAGE SCHEDULER TO FMW;
GRANT USE ON EDITION ORA$BASE TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON DBMS_LOB TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON DBMS_OUTPUT TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON DBMS_STATS TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON sys.dbms_aq TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON sys.dbms_aqadm TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON sys.dbms_aqin TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON sys.dbms_aqjms TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON utl_file TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON dbms_lock TO FMW WITH GRANT OPTION;
GRANT SELECT ON sys.V_$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_$SESSION TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_scheduler_jobs TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_scheduler_job_run_details TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_scheduler_running_jobs TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_aq_agents TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON sys.DBMS_SHARED_POOL TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_2pc_pending TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_pending_transactions TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON DBMS_FLASHBACK TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON dbms_crypto TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON dbms_job TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_scheduler_job_classes TO FMW WITH GRANT OPTION;
GRANT SELECT ON SYS.DBA_DATA_FILES TO FMW WITH GRANT OPTION;
GRANT SELECT ON SYS.V_$ASM_DISKGROUP TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON SYS.DBMS_ASSERT 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 dba_objects TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_queue_subscribers TO FMW WITH GRANT OPTION;
GRANT SELECT ON dba_subscr_registrations TO FMW WITH GRANT OPTION;
GRANT EXECUTE ON DBMS_RLS TO FMW WITH GRANT OPTION;
GRANT READ ON CTXSYS.CTX_PENDING TO FMW WITH GRANT OPTION;
GRANT SELECT ON SYS.V_$PARAMETER TO FMW WITH GRANT OPTION;
GRANT CREATE PROCEDURE TO FMW;
GRANT SELECT ON dba_users TO FMW WITH GRANT OPTION;
GRANT ALL ON sys.v_$parameter TO FMW WITH GRANT OPTION;
Identifying Existing Schemas Available for Upgrade
This optional step can be used before an upgrade to query the schema version registry table. This table contains schema information such as the schema owner, version number, component name and ID, date of creation and modification, and custom prefixes.
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 account 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 WHERE OWNER LIKE UPPER('<PREFIX>_%');
-
Examine the report that is generated.
Notes:
-
After the upgrade you can generate the report again to see the updated versions of your schemas. If an upgrade was not needed for a schema, the
schema_version_registry
table retains the schema at its pre-upgrade version. -
If your existing schemas are not from a supported version, then you must upgrade them to a supported version before using the 14c (14.1.2.0.0) upgrade procedures. Refer to your pre-upgrade version documentation for more information.
-
If you used an OID-based policy store in the earlier versions, make sure to create a new OPSS schema before you perform the upgrade. After the upgrade, the OPSS schema remains an LDAP-based store.
-
You can only upgrade schemas for products that are available for upgrade in Oracle Fusion Middleware release 14c (14.1.2.0.0). Do not attempt to upgrade a domain that includes components that are not yet available for upgrade to 14c (14.1.2.0.0).
Convert Auto_login Wallets to Auto_login_only
Before upgrading the Oracle HTTP Server (OHS) instance to 14c (14.1.2.0.0), all existing OHS auto_login
wallets
must be converted to auto_login_only
using
convert_to_auto_login_only.pl
.
As of Oracle HTTP Server (OHS) 14c (14.1.2.0.0),
Auto_login_only
wallets are the only supported wallets. You will
need to identify and convert any auto_login
wallets to
auto_login_only
before starting the server.
- Identify all
auto_login
wallets. Theauto_login
wallets will have 2 additional files:cwallet.sso ewallet.p12
- Use the
convert_to_auto_login_only.pl
script to convert eachauto_login
wallet toauto_login_only
.Usage: perl <path_to_convert_to_auto_login_only.pl> <auto_login_wallet directory> <auto_login_only_wallet directory> <Password of auto_login_wallet> auto_login_wallet directory - Directory path to the existing auto_login wallet directory auto_login_only_wallet directory - Directory path to the new auto_login_only wallet directory, directory will be created by the tool Password of auto_login_wallet - Optional: Password of the existing auto_login wallet
The following commands use the default wallet as an example. You must adjust the directory path for your specific environment-DOMAIN_HOME
andORACLE_HOME
environment variables must be set prior to running following commands:Linux/Unix: cd $DOMAIN_HOME/config/fmwconfig/components/OHS/ohs1/keystores/ $ORACLE_HOME/perl/bin/perl $ORACLE_HOME/ohs/common/bin/convert_to_auto_login_only.pl default default/auto_login_only Windows: cd %DOMAIN_HOME%\config\fmwconfig\components\OHS\ohs1\keystores %ORACLE_HOME%\perl\bin\perl %ORACLE_HOME%\ohs\common\bin\convert_to_auto_login_only.pl default default\auto_login_only
- Update all wallet directives to use the new
auto_login_only_wallet
directory.Sample entries (you must adjust the directory path for your specific environment):#SSLWallet "${ORACLE_INSTANCE}/config/fmwconfig/components/${COMPONENT_TYPE}/instances/${COMPONENT_NAME}/keystores /default" SSLWallet "${ORACLE_INSTANCE}/config/fmwconfig/components/${COMPONENT_TYPE}/instances/${COMPONENT_NAME}/keystores/default /auto_login_only" #WLSSLWallet "${ORACLE_INSTANCE}/config/fmwconfig/components/${COMPONENT_TYPE}/instances/${COMPONENT_NAME}/keystores /default" WLSSLWallet "${ORACLE_INSTANCE}/config/fmwconfig/components/${COMPONENT_TYPE}/instances/${COMPONENT_NAME}/keystores /default/auto_login_only"
Note:
The convert_to_auto_login_only.pl
script does not import
requested certificates (CSRs). If a certificate signing request (CSR) is required,
then a new auto_login_only
wallet will need to be created.
After the upgrade you will need to run another script to remove version
information from the files located in the htdocs
directory. See
unresolvable-reference.html#GUID-FA91B77F-3539-40AC-83CE-AB638C491453.
Setting the DISPLAY Environment Variable
If the DISPLAY
environment variable is not set up properly
to allow for GUI mode, you may encounter an error.
Linux and UNIX Operating System Users:
If the DISPLAY
environment variable is not set up properly to allow
for GUI mode, you may encounter the following error:
Xlib: connection to ":1.0" refused by server Xlib: No protocol specified
To resolve this issue, set the DISPLAY
environment variable
to the system name or IP address of your local workstation, and rerun Upgrade Assistant.
If you continue to receive these errors after setting
DISPLAY
, try launching another GUI tool, such as
vncconfig
. If you see the same errors, your
DISPLAY
environment variable may still not be set correctly.
Configuring External Authentication for ODI
Switch external authentication mode to internal authentication before you start the Upgrade Assistant.
Note:
This only applies if you are using external authentication. If you are not using external authentication, skip this step.Refer to the following topics in Administering Oracle Data Integrator: