Interoperability Notes

Oracle Applications Release 11.0
with Enterprise Edition Release 8.1.7

June 2002

This document describes the process to upgrade an existing Oracle Applications Release 11.0 database instance to use Oracle8i Enterprise Edition Release 8.1.7.x, where x denotes the patch set level (currently 4). The most current version of these notes is document 148902.1 on OracleMetaLink.

This document contains three sections. Determine which of the first two sections applies to your requirement, and follow the instructions for that section only. The third section is background information that is relevant if you intend to run your Release 11.0 installation with Oracle8i.

• Section 1: Upgrade existing Oracle Applications Release 11.0 to run with Oracle8i
  Contains instructions for migrating or upgrading an existing Oracle Applications database from Oracle8 Enterprise Edition Release 8.0.x, or from an Oracle8i Enterprise Edition Release 8.1.6 to Oracle8i Enterprise Edition Release 8.1.7. You will be able to use the Oracle Applications Release 11.0 installation with Oracle8i Database Server.
• Section 2: Applying the latest certified Oracle8i Release 8.1.7 Patchset
  Contains instructions for applying the latest certified Oracle8i Release 8.1.7 patchset to an existing database which is running an earlier patch level of Release 8.1.7.
• Section 3: Using Oracle8i with Release 11.0
  Contains information about multiple Oracle Homes (Server Partitioning) architecture.

If you are upgrading your database as a category 1 step from the manual Upgrading Oracle Applications, Release 11i, follow the instructions in Section 1. Category 1 steps are done in advance of your actual Applications upgrade. If you are upgrading your database as a category 3 step, follow the instructions in Upgrading Oracle Applications, Release 11i.

Attention: These notes apply to UNIX and Windows NT/2000 platforms. However, you may need to modify some instructions slightly depending upon your platform. For example, these notes typically use UNIX syntax when specifying a directory, so Windows NT/2000 users will need to substitute the appropriate syntax when accessing that directory(folder).

This section contains instructions for upgrading an existing Oracle Applications Release 11.0 database from Oracle8 Enterprise Edition Release 8.0.x, or from an older Oracle8i Enterprise Edition Release 8.1 to Oracle8i Enterprise Edition Release 8.1.7.

If you are already using Oracle8i Enterprise Edition Release 8.1.7 database, do not proceed. Follow the instructions in Section 2.

1. Apply Oracle8.0.6 Patch Set (UNIX only)
   To interoperate with Oracle8i, Oracle Applications 11.0 requires Oracle8.0.6 ORACLE_HOME at patch level 3 or higher. If you are not already running 8.0.6 patch set 3 (8.0.6.3), obtain and install the patch now. If you are running Windows NT/2000, it is neither necessary nor recommended that you upgrade your client libraries to 8.0.6.
2. Apply Web Application Server patch (Solaris only)
   If you are using Oracle Web Application Server 3.0.2, then you require Web Application Server patch 1673924. Refer to the installation instructions in the readme file included in the patch.
3. Apply Oracle Receivables prerequisite patch
   Oracle Receivables must be at patch set D or higher to interoperate with Oracle8i. Upgrade to the latest patch set now, if you are not already at patchset D or higher.
4. Shut Down Applications
   All of the prior steps in this section can be done prior to the database migration or upgrade. From this point forward your Applications system will be unavailable until the process is complete.

   Shut down the Oracle Applications forms server, Oracle Web Applications Server, Concurrent Manager and any other applications processes.

5. Backup Database
   It is appropriate at this time to make a backup copy of your database.
6. Modify init.ora parameters
   Log in to the machine where the Oracle Applications Release 11.0 database is running as the user who manages the Oracle Server files and database.

   Some of the database initialization parameters have changed or become obsolete in Oracle8i Enterprise Edition Release. Details are available in the Oracle8i Migration Guide. If any such parameter exists in the database initialization file (init.ora), you must remove them or comment them out from the initialization file of the Oracle Applications Release 11.0 database.

   The following events are required in the database initialization file to maintain the compatibility of PL/SQL constructs supported in Oracle 7 and earlier releases of Oracle8. Add them to the init.ora file if they do not already exist.

   • event = "10929 trace name context forever"
   • event = "10932 trace name context level 2"
7. Install Oracle8i Enterprise Edition
   Log in to the machine where the Oracle Applications Release 11.0 database is running as a user whom you wish to manage the Oracle8i Enterprise Edition files and database.

   Make sure that none of the environment settings, such as ORACLE_HOME, PATH, ORA_NLS, etc. refer to the existing Oracle8 Enterprise Edition Release 8.0.x, or earlier Oracle8i Enterprise Edition Release environment. You must install the latest Oracle8i Enterprise Edition Release into a separate ORACLE_HOME.

   Follow the instructions in the Oracle8i Installation Guide to perform the installation. We recommend the Custom installation type with at least the following components :

   • Oracle8i Server
   • Net8 Server
   • Net8 Client
   • Oracle interMedia Text
   • Oracle Utilities
   We recommend installing the current release of Oracle8i Enterprise Edition in a new location.
   Do not run any migration scripts at this time.
8. Apply latest certified 8.1.7 Patch Set
   Install the latest certified Oracle8i Release 8.1.7 patchset into the 8.1.7 Oracle Home using Oracle Universal Installer.

   Do not run any SQL scripts at this time.

9. Check OracleMetaLink for additional patches
   Additional issues with Applications running on 8.1.7 may have been identified since this document was authored. Check the Certify section of OracleMetaLink for the latest issues.
10. Ensure Adequate Rollback and System Space
    Ensure that there is sufficient free space in the SYSTEM tablespace (greater than 500 MB) and for the Rollback segments (greater than 750 MB).
11. Upgrade the Oracle Applications Database
    Refer to Oracle8i Migration Release 4 (8.1.7) for complete instructions on how to upgrade the database. Ensure that you have the latest version of the manual, which can be found on the Oracle Technology Network.

    You will be upgrading or migrating directly to Enterprise Server Release 8.1.7.x. You may disregard the admonition in the 8.1.7.x README that warns that you cannot upgrade directly to 8.1.7.x.

    Upgrade the database. If you are upgrading from a previous Oracle8i release, then you must also follow the instructions for upgrading Oracle interMedia Text from the migration document as well as the Oracle interMedia text related step from the 8.1.7.x patchset release notes.

    There is no need to execute any database update steps from the 8.1.7.x patchset release notes.

12. Migrate Oracle ConText database objects to Oracle interMedia
    If the Oracle Applications Release 11.0 databases is still using Oracle8 Enterprise Edition release, it contains Oracle ConText objects. Oracle8i replaces Oracle ConText with Oracle interMedia Text. Patch 1239901 contains the addbctx.sql script which drops all Oracle ConText database objects and replaces them with Oracle interMedia Text objects. Obtain and unzip this patch.

    Copy the addbctx.sql script from patch 1239901 into the $ORACLE_HOME/apps/admin directory. If the apps/admin directory does not exist in your ORACLE_HOME, please create it. Run addbctx.sql in SQL*Plus while connected as SYSTEM. This script requires the following parameters in the order specified:

    Parameter	Default Value	Available Values	Recommended Value	Description
    Remove ConText	FALSE	TRUE or FALSE	TRUE	Earlier releases has Oracle ConText installed. You must remove it by setting this paramter to TRUE.
    Default Tablespace	None	User Defined	CTXSYS	Default tablespace for Oracle interMedia schema. Ensure that this tablespace exists.
    Temporary Tablespace	None	User Defined	TEMP	Temporary tablespace for Oracle interMedia schema.
    interMedia Shared Library	None	<ORACLE8.1.7.4 HOME>/ctx/lib/libctxx8.so on UNIX platforms ,or <ORACLE8.1.7.4 HOME>\bin\oractxx8.dll on Windows NT/2000		full pathname of the Oracle interMedia shared library in the database server Oracle Home.

    Do not use the environment variable for ORACLE_HOME inside the SQL*Plus command, use the fully expanded path of the database server ORACLE_HOME.

    You must also execute the interMedia related step in the 8.1.7.x patchset release notes.

13. Configure the Net8 listener
    The Net8 listener must be configured such that the database can be accessed from the Oracle Applications Release 11.0 file system and the Oracle8 technology stack. Refer to the Net8 Administrator's Guide. Start the listener once it has been configured.

    Attention: When the following steps refer to "each Release 11 server", it is implied that we are referring to each Release 11 server except the database server - i.e. the forms server, web server, administration server, and concurrent processing server.

14. Set up the Net8 client
    Configure the SQL*Net client on each Release 11 server such that the Oracle Applications Release 11.0 file system can connect to the Oracle8i Enterprise Edition Release Applications database. Refer to Net8 Administrator's Guide.

    The TWO_TASK environment variable on UNIX, or the LOCAL environment setting on Windows NT/2000, must be set to the connect string of the Applications database that you define. The ORACLE_SID environment setting must not be set. Use SQL*Plus to test the connection.

15. Apply Applications 8i interoperability patch 1239901
    Use AutoPatch to apply patch 1239901. First apply the c1239901.drv driver file to the Oracle Applications file system on each Release 11 server. Then update the Oracle Applications database by applying the d1239901.drv driver file on the administration server.
16. Copy new adrelink file to $APPL_TOP/admin. (UNIX only)
    If any of your Release 11 servers are running UNIX, you must manually copy the new adrelink file that comes with patch 1239901 from the $AD_TOP/bin directory to the $APPL_TOP/admin directory on each Release 11 server that is running UNIX. Back up the existing file in $APPL_TOP/admin before you copy the new file. This file contains fixes for relinking Oracle Applications with the Oracle8 Enterprise Edition Release 8.0.x technology stack.
17. Apply Applications interMedia Text interoperability patch 1244775
    Use AutoPatch to apply patch 1244775. First apply the c1244775.drv driver file to the Oracle Applications file system on each Release 11 server. Then update the Oracle Applications database by applying the d1244775.drv driver file on the administration server.
18. Relink all Oracle Applications executables. (optional) (UNIX only)
    If any of your Release 11 servers are running UNIX, and you are upgrading the Oracle8 Enterprise Edition technology stack on those servers to Release 8.0.6.1 from any earlier Oracle8 Enterprise Edition release, you must relink all Oracle Applications executables on those servers.

    Run AD Administration on each Release 11 server to which this situation applies and choose the "Relink Applications programs" option from the Maintain Applications Files menu. Make sure to select all products for relinking.

19. Compile invalid objects
    Most of the database objects will be marked as invalid due to the database upgrade. To compile the objects that belong to the APPS schema, run AD Administration and choose the "Compile APPS schema(s)" option from the Maintain Applications Database Objects menu.

    There may be other invalid objects in other schemas, such as SYS, SYSTEM, CTXSYS, etc. You may use the $AD_TOP/sql/adcompsc.pls script to compile objects in these schemas. Run the script in SQL*Plus, connecting as any schema. The script takes 3 parameters:

    • schema in which to compile objects
    • schema password
    • partial name of the object or objects to compile (optional; use % if you wish to compile all invalid objects in a given schema)
20. Restart your Applications
    The process is complete.

Follow instructions in this section, only if you have an existing Oracle Applications Release 11.0 installation using Oracle8i Enterprise Edition Release 8.1.7.1 Database.

1. Shut Down Servers, Concurrent Managers and Database
   All servers and processes such as the Oracle Applications forms server, Web Server and Concurrent Managers must be shut down and all users must be logged out before starting the database upgrade.

   Oracle Applications will be unavailable to users until all tasks in this section are completed.

2. Log in as the Oracle User
   Log in again as the user who manages (owns) the existing the Oracle8i Enterprise Edition files and database. Make sure that none of the environment settings, such as ORACLE_HOME, PATH, ORA_NLS, etc. refer to the existing Oracle8 Enterprise Edition Release 8.0.x environment.
3. Ensure Adequate Rollback and System Space
   Ensure that there is sufficient free space in the SYSTEM tablespace (greater than 500 MB) and for the Rollback segments (greater than 750 MB).
4. Install latest certified 8.1.7 Patch Set
   Install the latest certified Oracle8i Release 8.1.7 patch set into the 8.1.7 Oracle Home using Oracle Universal Installer.

   Oracle8i Release 8.1.7 patchset release notes contains database update steps required for this patchset. Follow the instructions in the How to Install This Patch Set section to upgrade the Oracle Applications Databases.

5. Check OracleMetaLink for additional patches
   Additional issues with Applications running on 8.1.7 may have been identified since this document was authored. Check the Certify section of OracleMetaLink for the latest issues.
6. Compile All Apps objects.
   You may use the standard utility utlrp.sql (found in $ORACLE_HOME/rdbms/admin) to compile all the invalid objects in the Oracle Applications.

   Many database objects will become invalid due to the database upgrade. Compile the objects that belong to the APPS schema. Run AD Administration on the administration server and choose the "Compile APPS schema(s)" option from the Maintain Applications Database Objects menu.

7. Restart your Applications
   The process is complete.

Multiple Oracle Homes (Server Partitioning)

Oracle Applications Release 11.0 supports Oracle8i Enterprise Edition Release through server partitioning. The Oracle Applications file system continues to use one ORACLE_HOME using the Oracle8 Server Release 8.0 technology stack. An Oracle8i Enterprise Edition Release database server is installed in a second ORACLE_HOME, which is not necessarily on the same machine as the Oracle Applications file system.

Oracle Applications Release 11.0 database objects and data are stored in the database, which is located in the second ORACLE_HOME. Net8 handles communication between the Oracle Applications file system and the Oracle8i Enterprise Edition Applications database.

The following diagram illustrates the layers in a server partitioning model with two ORACLE_HOMEs. The server partitioning model works whether the Oracle8 ORACLE_HOME and the Oracle8i ORACLE_HOME are on the same machine or on different machines. If they are on the same machine, they must be in separate directories.

APPL_TOP ORACLE HOME		Database ORACLE HOME
Applications 11.0 File System Oracle8 Release 8.0.x Home Developer/2000 Server 1.6.1 Web Applications Server 3.0 Net8 client	Ü  Net8  Þ	Oracle8i Database Server Applications 11.0 Database interMedia Text Net8 listener