Oracle® Application Server 10g

Quick Installation and Upgrade Guide

10g (9.0.4) for AIX-Based Systems

Part No. B13662-01

March 2004

1 Introduction

Oracle recommends reviewing the Oracle Application Server 10g Installation Guide and the Oracle Application Server 10g Release Notes before installing Oracle Application Server in a production environment or if there is an existing Oracle software installation on the computer

This Oracle Application Server Quick Installation Guide describes procedures for installation for the following Oracle Application Server installation types:

• J2EE and Web Cache

• Portal and Wireless

Table 1 shows the contents of the Oracle Application Server Quick Installation Guide:

Table 1 Content of This Guide  

2 Requirements

This section describes pre-installation requirements for installation of Oracle Application Server. Oracle recommends that you review and complete the tasks listed in the following sections:

• Section 2.1, "Check Hardware Requirements"

• Section 2.2, "Check Software Requirements"

• Section 2.3, "Create an Inventory Directory Group"

• Section 2.4, "Create Database Groups"

• Section 2.5, "Create an Operating System User"

• Section 2.6, "Check Environment Variables"

• Section 2.7, "Configure Shell Limits and System Configuration Parameters"

• Section 2.8, "Check Port Use"

• Section 2.10, "Mounting Your CD-ROM or DVD"

• Section 2.12, "Starting up the Installer"

2.1 Check Hardware Requirements

Check that your computer meets the following disk space and memory requirements:

The installer may display inaccurate disk space requirement figures. Refer to the figures listed above for disk space requirements.

1. Make sure the processor is a 64-bit processor. If the processor is a 64-bit processor, the following command returns the value 64:

   # /usr/bin/getconf HARDWARE_BITMODE
   
   

2. Make sure the processor is a Common Hardware Reference Platform processor. Run the following command as the root user and make sure it returns the value chrp:

   # bootinfo -p
   
   

3. To determine the physical RAM size, enter the following command:

   # /usr/sbin/lsattr -E -l sys0 -a realmem
   
   

4. To determine the amount of free disk space, enter the following command:

   prompt> df -k dir. 
   

   Replace dir with the Oracle home directory or with the parent directory if the Oracle home directory does not exist yet. For example, if you plan to install Oracle Application Server in /opt/oracle/infra, you can replace dir with /opt/oracle or /opt/oracle/infra.

5. To determine the amount of available swap space, enter the following command:

   # /usr/sbin/lsps -a
   
   

   If necessary, see your operating system documentation for information on how to configure additional swap space.

2.2 Check Software Requirements

Complete the following steps before installing Oracle Application Server on AIX-Based systems:

1. Check that AIX 5.2, Maintenance Level 1 or higher is installed by entering the following command:

   # oslevel -r
   5200-01
   
   

   In this example, the version of AIX is 5.2, Maintenance Level 1.

   If the operating system version is lower than AIX 5.2.0.0 Maintenance Level 1 (5200-01), upgrade your operating system to this level. AIX 5L version 5.2 maintenance packages are available from the following Web site:

   https://techsupport.services.ibm.com/server/aix.fdc
   
   

2. To determine whether the required filesets are installed and committed, enter a command similar to the following:

   # lslpp -l bos.adt.base bos.adt.lib bos.adt.libm \ 
   bos.perf.perfstat bos.perf.libperfstat X11.motif.lib
   
   

   The following filesets are required:

   bos.adt.base
   bos.adt.lib
   bos.adt.libm
   bos.perf.libperfstat
   bos.perf.perfstat
   bos.perf.proctools
   X11.motif.lib
   
   

   If a fileset is not installed and committed, then install it. See your operating system or software documentation for information on installing filesets.

3. Check that the following patches are installed:
   • IY43980: libperfstat.h not ANSI-compliant

   • IY44810: DSI IN BMRECYCLE

   • IY45462: Definition of isnan() in math.h incorrect

   • IY45707: J2 READAAHEAD/CIO INTERACTION

   • IY46214: dropping partial connections leaves them on so_q0

   • IY46605: exec of 32 bit application can fail on 64 bit kernel

   • IY48525: SDK 1.4.1 32-BIT SR1: CA141-20030930

   • IY51801: race condition in aio_nwait_timeout

   To determine whether an APAR is installed, enter a command similar to the following:

   # /usr/sbin/instfix -i -k "IY22854 IY26778 ..."
   
   

   If an APAR is not installed, download it from the following Web site and install it:

   https://techsupport.services.ibm.com/server/aix.fdc
   
   

2.3 Create an Inventory Directory Group

Create a local operating system group to own the product files. You can use any name for the group, this guide uses the name oinstall. To create the oinstall group, enter the following as the root user:

# /usr/sbin/groupadd oinstall

For more information about operating system users and groups, see your operating system documentation or contact your system administrator.

2.4 Create Database Groups

This section applies only if you are installing the Portal and Wireless Developer Topology.

1. Enter the following command:

   # smit security
   
   

2. Choose the appropriate menu items to create the two groups dba and oper.

3. Press F10 to exit.

2.5 Create an Operating System User

You can use any name for the user, this guide uses the name oracle. This user must belong to the oinstall operating system group.

If you installing a Portal and Wireless Developer topology you must also add this user to the dba and oper operating system groups.

1. Enter the following command:

   # smit security
   
   

2. Choose the appropriate menu items to create the oracle user, specifying the following information:
   • In the Primary GROUP field, specify the Oracle Inventory group, for example oinstall.

   • In the Group SET field, specify the OSDBA group and if required, the OSOPER group, for example dba or dba,oper.

3. Press F10 to exit.

4. Set the password of the oracle user:

   # passwd oracle
   
   

For more information about operating system users and groups, see your operating system documentation or contact your system administrator.

Set the password for the oracle user by entering the following command and follow the instructions on screen:

# passwd oracle

2.6 Check Environment Variables

Check the values of the environment variables shown in Table 2 when logged in as the oracle user.

Table 2 Environment Variables  

% setenv DISPLAY 
machine1.acme.com:0.0

$ DISPLAY=machine1.acme.com:0.0; 
export DISPLAY

% setenv TMP /tmp2
% setenv TMPDIR /tmp2

$ TMP=/tmp2; export TMP
$ TMPDIR=/tmp2; export TMPDIR

% echo $PATH

$ echo $PATH

% unsetenv TNS_ADMIN

$ unset TNS_ADMIN

% unsetenv ORA_NLS33

$ unset ORA_NLS33

2.7 Configure Shell Limits and System Configuration Parameters

This section is applicable only if you are installing a Portal and Wireless Developer topology. You will be installing a database for the OracleAS Metadata Repository.

Verify that the kernel parameters shown in the following table are set either to the formula shown, or to values greater than or equal to the recommended value shown. The procedures following the table describe how to verify and set the values.

To view the current value specified for these kernel parameters, and to change them if necessary, follow these steps:

1. Enter the following command:

   # smit chuser
   
   

2. In the User NAME field, enter the user name of the Oracle software owner, for example oracle.

3. Scroll down the list and verify that the value shown for the soft limits listed in the previous table is -1.

   If necessary, edit the existing value.

4. When you have finished making changes, press F10 to exit.

2.8 Check Port Use

This section is applicable only if you are installing a Portal and Wireless Developer topology.

If you have other applications listening on port 1521, you may need to configure them so that they listen on a different port.

Verify whether port 1521 is in use by an application on your computer with the following command:

prompt> netstat -an | grep 1521

Review the output to verify if port 1521 is in use.

If port 1521 is in use by your OracleAS Metadata Repository, then you may share the port with your installation of Portal and Wireless. Refer to the Oracle Application Server 10g Installation Guide for documentation on sharing ports.

If port 1521 is in use by a third-party application, you need to configure the application to use a different port. Refer to the Oracle Application Server 10g Installation Guide or third-party documentation for information on sharing ports.

2.9 Download Java Cryptography Extension (JCE) for AIX

If you are installing Oracle Application Server on AIX, you must download Java Cryptography Extension (JCE) before performing the installation. Download Java Cryptography Extension 1.2.2 from the following URL (the link to the jce-1_2_2.zip file is at the bottom of the web page):

http://java.sun.com/products/jce/index-122.html

You must register with the Sun Developer Network (SDN) before you can download the JCE file. Save the jce-1_2_2.zip file to a directory writeable by the oracle user. You must start the Oracle Universal Installer using the -jceDirectory option described in Section 2.12, "Starting up the Installer".

Refer to "Preinstallation Issues" section of the Oracle Application Server 10g (9.0.4) Release Notes for AIX-Based Systems available on Oracle Technology Network (http://otn.oracle.com/documentation) for the latest certification information about Sun JCE releases.

2.10 Mounting Your CD-ROM or DVD

Oracle CD-ROMs are in ISO 9660 format with Rockridge extensions. The DVD is in DVD-ROM format.

On UNIX systems, mounting or unmounting the disc manually requires root privileges. Unmount the disc before removing it from the drive, using the unmount command.

To check whether the disc mounted automatically on AIX systems, enter the following command:

# ls /cdrom

If the disc is not mounted, you must mount the disc manually.

In the following instructions, the disc mount point is referred to as /cdrom. If your mount point is different, substitute the correct mount point name for all references to cdrom.

To mount the disc manually:

1. Place the disc in the disc drive.

2. Log in as the root user and create a disc mount point directory accessible by all users:

   % su
   Password:
   # mkdir /cdrom
   # chmod 777 /cdrom
   
   

3. Mount the disc drive on the disc mount point directory.

   # /usr/sbin/mount -rv cdrfs /dev/cd0 /cdrom
   
   

4. Exit the root account.

   # exit
   

2.11 Running the rootpre.sh Script

If you are installing Oracle software on an AIX system for the first time:

1. Log in as the root user.

2. Insert Oracle Application Server Disk 1 into the disc drive.

3. Enter the following command:

   # mount_point/rootpre.sh
   
   

2.12 Starting up the Installer

1. Log in as the oracle user. If you switched to the oracle user using the "su - oracle" command, check the values of the environment variables again because the variables are not passed to the oracle user.

2. Insert Oracle Application Server Disc 1 into the disc drive.

3. Run the following commands (shown below the notes) to start up the Oracle Universal Installer from the disc.

   Notes: Be sure you are not logged in as the root user when you start the Oracle Universal Installer. If you are, then only the root user will have permissions to manage Oracle Application Server. Do not start the installation inside the mount_point directory. If you do, then you may not be able to eject the installation disk. The cd command, shown below, changes the current directory to your home directory.

   If you are installing Oracle Application Server on AIX, you must make Java Cryptography Extension (JCE) 1.2.2 available. For information on downloading Java Cryptography Extension (JCE), see Section 2.9, "Download Java Cryptography Extension (JCE) for AIX" Start the Oracle Universal Installer using the following option, where jce_path is the directory where the jce-1_2_2.zip file is stored:

   CD-ROM users enter:

   prompt> cd
   prompt> /cdrom/runInstaller -jceDirectory jce_path
   
   

   DVD users enter:

   prompt> cd
   prompt> /cdrom/application_server/runInstaller -jceDirectory 
   jce_path
   
   

3 Installation

This section describes how to install these two Oracle Application Server topologies:

• Java Developer topology: Install this topology if you need a simple container for deploying and testing J2EE applications. See Section 3.1, "Installing a Java Developer Topology".

• Portal and Wireless Developer topology: Install this topology if you plan to develop applications that use OracleAS Portal, Oracle Application Server Wireless, or Identity Management services, such as Oracle Internet Directory and OracleAS Single Sign-On. You must install OracleAS Infrastructure 10g to install this topology. See Section 3.2, "Installing a Portal and Wireless Developer Topology".

These topologies are intended for development environments. See the Oracle Application Server 10g Installation Guide for additional topologies, including deployment topologies. Oracle recommends reviewing the Oracle Application Server 10g Installation Guide to verify coexistence of Oracle Application Server components for your deployment topology.

3.1 Installing a Java Developer Topology

A Java Developer topology consists of a J2EE and Web Cache instance, on which you can deploy and run J2EE applications.

Perform the following procedure to install a J2EE and Web Cache instance:

1. Start up the installer. See Section 2.12, "Starting up the Installer" for details.

2. Welcome screen: Click Next.

3. If this is the first Oracle product to be installed on this computer, you have to set up the "inventory" directory, as prompted by these screens:
   1. Specify Inventory Directory screen

      Enter the full destination path for the inventory directory: Enter the full destination path for the directory where you want the installer to store its files. Enter a directory that is different from the Oracle home directory.

      Example: /opt/oracle/oraInventory

      Click OK.

   2. UNIX Group Name screen

      Enter the name of the operating system group to have write permission for the inventory directory.

      Example: oinstall

      Click Next.

   3. Run orainstRoot.sh: Run the orainstRoot.sh script in a different shell as the root user. The script is located in the oraInventory directory.

      Click Continue.

4. Specify File Locations screen:

   Name: Enter a name to identify this Oracle home.

   Example: OH_J2EE_904

   Destination Path: Enter the full path to the destination directory. This is the Oracle home directory.

   Example: /opt/oracle/OraJ2EE_904

   If the destination directory does not exist, Oracle Universal Installer creates it.

   If you want to create the destination directory beforehand, create it as the oracle user; do not create it as the root user.

   Click Next.

5. Specify Hardware Cluster Installation Mode screen: This screen appears only on a computer that is part of a hardware cluster. This instance cannot be automatically installed on all computers of a cluster.

   For information on installing Oracle Application Server in a clustered environment, see the Oracle Application Server 10g Installation Guide.

   If you want to continue this installation, select Single Node Installation and click Next.

6. Select a Product to Install screen: Select Oracle Application Server and click Next.

7. Select Installation Type screen: Select J2EE and Web Cache and click Next.

8. Preview of Steps for Middle Tier Installation screen: Click Next.

9. Confirm Pre-Installation Requirements screen: Verify that your computer meets all the requirements, and click Next.

10. Select Configuration Options screen:

    Select OracleAS Web Cache if you want to use caching capabilities with this Oracle Application Server instance.

    Do not select Identity Management Access.

    Do not select OracleAS Database-Based Cluster.

    Do not select OracleAS File-Based Cluster.

    Click Next.

11. Specify OracleAS Instance Name and ias_admin Password screen:

    Instance Name: Enter a name for this instance. If you have more than one Oracle Application Server instance on a computer, the instance names must be unique.

    Example: J2EE_904

    ias_admin Password and Confirm Password: Enter and confirm the password for the ias_admin user. This is the administrative user for this instance.

    Passwords must consist of at least five characters, and one of the characters must be a number.

    Click Next.

12. Summary screen

    Verify your selections and click Install.

    Oracle Universal Installer is now installing the files and configuring Oracle Application Server components. This may take a while.

13. Run root.sh dialog

    Note: Do not run root.sh until prompted. Oracle Universal Installer will display a screen prompting you to run root.sh.

    In a different window, login as the root user and run the root.sh script. The script is located in this instance's Oracle home directory. After the root.sh script has completed, click OK on the Run root.sh dialog.

    The Configuration Assistants screen display shows the progress of the configuration assistants. The Configuration Assistants configure Oracle Application Server components.

14. End of Installation screen

    Click Exit to quit the installer.

3.2 Installing a Portal and Wireless Developer Topology

In this topology, you install a Portal and Wireless middle tier, which enables you to deploy applications that use components such as OracleAS Portal and OracleAS Wireless. The Portal and Wireless middle tier requires an OracleAS Infrastructure 10g, which you will install before installing the Portal and Wireless middle tier.

3.2.1 Installing an OracleAS Infrastructure 10g

This procedure installs an infrastructure with a new database and a new Oracle Internet Directory.

1. Start up the installer. See Section 2.12, "Starting up the Installer" for details.

2. Welcome screen: Click Next.

3. If this is the first Oracle product to be installed on this computer, you have to set up the "inventory" directory, as prompted by these screens:
   1. Specify Inventory Directory screen

      Enter the full destination path for the inventory directory: Enter the full destination path to the directory where you want the installer to store its files. Enter a directory that is different from the Oracle home directory.

      Example: /opt/oracle/oraInventory

      Click OK.

   2. UNIX Group Name screen

      Enter the name of the operating system group to have write permission for the inventory directory.

      Example: oinstall

      Click Next.

   3. Run orainstRoot.sh: Run the orainstRoot.sh script in a different shell as the root user. The script is located in the oraInventory directory.

      Click Continue.

4. Specify File Locations screen:

   Name: Enter a name to identify this Oracle home.

   Example: OH_INFRA_904

   Destination Path: Enter the full destination path to the Oracle home directory.

   Example: /opt/oracle/OraInfra_904

   If the destination directory does not exist, Oracle Universal Installer creates it.

   If you want to create the destination directory beforehand, create it as the oracle user; do not create it as the root user.

   Click Next.

5. Specify Hardware Cluster Installation Mode screen: This screen appears only on a computer that is part of a hardware cluster.

   For information on installing Oracle Application Server in a clustered environment, see the Oracle Application Server 10g Installation Guide.

   If you want to continue this installation, select Single Node Installation and click Next.

6. Select a Product to Install screen: Select OracleAS Infrastructure 10g and click Next.

7. Select Installation Type screen: Select Identity Management and OracleAS Metadata Repository and click Next.

8. Preview of Steps for Infrastructure Installation screen: Click Next.

9. Confirm Pre-Installation Requirements screen: Verify that your computer meets all the requirements, and click Next.

   Refer to Section 2.8, "Check Port Use" to verify availability of port 1521.

10. Select Configuration Options screen:

    Select Oracle Internet Directory.

    Select OracleAS Single Sign-On.

    Select Oracle Delegated Administration Services.

    Select Oracle Directory Integration and Provisioning.

    Do not select OracleAS Certificate Authority.

    Do not select High Availability Addressing.

    Click Next.

11. Specify Namespace in Internet Directory screen: Select Suggested Namespace and click Next.

12. Enter information to create the OracleAS Metadata Repository database:
    1. Specify Privileged Operating System Groups screen

       This screen appears if you are running the installer as a user who is not in the dba operating system groups.

       Database Administrator (OSDBA) Group: Enter the name of an operating system group that you belong to.

       Example: dbadmin

       Database Operator (OSOPER) Group: Enter the name of an operating system group that you belong to.

       Example: dbadmin

       Click Next.

    2. Specify Database Identification screen

       Global Database Name: Enter a name for the OracleAS Metadata Repository database, and append the domain name of your computer to the database name.

       Example: asdb.acme.com

       SID: Enter the system identifier for the OracleAS Metadata Repository database. Typically this is the unique global database name, but without the domain name. The SID must be unique across all databases.

       Example: asdb

       Click Next.

    3. Specify and confirm the Passwords for the SYS and SYSTEM Users screen: Set the passwords for these database users, which are privileged accounts used for database administration.

       Click Next.

    4. Specify Database File Location screen:

       Enter or select a directory for database files: Enter the directory where you want the installer to create data files for the OracleAS Metadata Repository database.

       Example: /data_partition/ias_dbfiles/

       Click Next.

    5. Specify Database Character Set screen: Select Use the default character set.

       Click Next.

13. Specify OracleAS Instance Name and ias_admin Password screen:

    Instance Name: Enter a name for this instance. If you have more than one Oracle Application Server instance on a computer, the instance names must be unique.

    Example: INFRA_904

    ias_admin Password and Confirm Password: Enter and confirm the password for the ias_admin user. This is the administrative user for this instance.

    Passwords must consist of at least five characters, and one of the characters must be a number.

    Click Next.

14. Summary screen

    Verify your selections and click Install.

    Oracle Universal Installer is now installing the files and configuring Oracle Application Server components. This may take a while.

15. Run root.sh screen

    Note: Do not run root.sh until prompted. Oracle Universal Installer will display a screen prompting you to run root.sh.

    In a different window, login as the root user and run the root.sh script. The script is located in this instance's Oracle home directory. After the root.sh script has completed, click OK on the Run root.sh dialog.

16. End of Installation screen

    Click Exit to quit the installer.

3.2.2 Installing a Portal and Wireless Instance

This procedure installs a Portal and Wireless instance and configures it to use the infrastructure installed in Section 3.2.1, "Installing an OracleAS Infrastructure 10g".

1. Start up the installer. See Section 2.12, "Starting up the Installer" for details.

2. Welcome screen: Click Next.

3. Specify File Locations screen:

   Name: Enter a name to identify a new Oracle home.

   Example: OH_PORTAL_904

   Destination Path: Enter the full destination path to the Oracle home directory.

   Example: /opt/oracle/OraPortal_904

   If the destination directory does not exist, Oracle Universal Installer creates it.

   If you want to create the destination directory beforehand, create it as the oracle user; do not create it as the root user.

   Click Next.

4. Specify Hardware Cluster Installation Mode screen: This screen appears only if you are installing on a computer that is part of a hardware cluster.

   For information on installing Oracle Application Server in a clustered environment, see the Oracle Application Server 10g Installation Guide.

   If you want to continue this installation, select Single Node Installation and click Next.

5. Select a Product to Install screen: Select Oracle Application Server and click Next.

6. Select Installation Type screen: Select Portal and Wireless click Next.

7. Preview of Steps for Middle Tier Installation screen: Click Next.

8. Confirm Pre-Installation Requirements screen: Verify that your computer meets all the requirements, and click Next.

9. Select Configuration Options screen:

   Select OracleAS Portal.

   Select OracleAS Wireless.

   Click Next

10. Enter connect information for Oracle Internet Directory:
    1. Register with Oracle Internet Directory screen

       Hostname: Enter the name of the computer where Oracle Internet Directory is running.

       Port: Enter the port number at which Oracle Internet Directory is listening. To determine Oracle Internet Directory's port number, look in the portlist.ini file located in the ORACLE_HOME/install directory of the infrastructure.

       If you select Use only SSL connections with this Oracle Internet Directory, then you must obtain the port number from Oracle Internet Directory (SSL) parameter in the portlist.ini file.

       Click Next.

    2. Specify Login for Oracle Internet Directory screen

       Username: Enter orcladmin. This is the name of the Oracle Internet Directory administrator.

       Password: The password for orcladmin is the same as the password for the ias_admin user in the infrastructure. You entered this password when you installed the infrastructure (see step 13 in Section 3.2.1, "Installing an OracleAS Infrastructure 10g").

       Click Next.

11. Select Metadata Repository screen

    Repository: Select the OracleAS Metadata Repository that you want to use for this middle tier instance and click Next.

12. Specify OracleAS Instance Name and ias_admin Password screen:

    Instance Name: Enter a name for this instance. If you have more than one Oracle Application Server instance on a computer, the instance names must be unique.

    Example: PORTAL_904

    ias_admin Password and Confirm Password: Enter and confirm the password for the ias_admin user. This is the administrative user for this instance.

    Passwords must consist of at least five characters, and one of the characters must be a number.

    Click Next.

13. Summary screen

    Verify your selections and click Install.

    Oracle Universal Installer is now installing the files and configuring Oracle Application Server components. This may take a while.

14. Run root.sh dialog

    Note: Do not run root.sh until prompted. Oracle Universal Installer will display a screen prompting you to run root.sh.

    In a different window, login as the root user and run the root.sh script. The script is located in this instance's Oracle home directory. After the root.sh script has completed, click OK on the Run root.sh dialog.

    The Configuration Assistants screen display shows the progress of the configuration assistants. The Configuration Assistants configure Oracle Application Server components.

15. End of Installation screen:

    Click Exit to quit the installer.

3.3 Accessing the Welcome Page

After installation, access the Oracle Application Server Welcome page to verify that the installation was successful. The URL for the Welcome page is:

http://hostname:http_port

Determine the http_port by looking in the portlist.ini file, located in the ORACLE_HOME/install directory. The http_port is listed on the "Oracle HTTP Server listen port" line.

The Welcome page provides links to these useful pages:

• What is new in Oracle Application Server 10g (9.0.4)

• Oracle Enterprise Manager Application Server Control (Application Server Control), which is a browser-based administrative tool.

• Release Notes

• Demos

4 Installing OracleAS Metadata Repository in an Existing Database

If you want to install the OracleAS Metadata Repository in an existing Oracle database, you can run a tool called the Oracle Application Server Repository Creation Assistant (OracleAS RepCA). This tool loads the OracleAS Metadata Repository data into an existing database.

You can find the OracleAS RepCA and associated documentation in the Installing the Oracle Application Server Metadata Repository into an Existing Database document on the "OracleAS RepCA and Utilities" CD-ROM.

5 Upgrade

This section describes how to upgrade the J2EE and Web Cache installation type, and the OracleAS Portal component of the Portal and Wireless installation type from Release 2 (9.0.2) or Release 2 (9.0.3) to Oracle Application Server 10g (9.0.4).

This section does not explain how to upgrade the OracleAS Portal schema in the Infrastructure.

This section also includes instructions for using the Oracle Application Server Upgrade Assistant (OracleAS Upgrade Assistant), a tool that automates much of the upgrade process.

This section features the following topics:

• Section 5.1, "Conventions"

• Section 5.2, "Performing Pre-Upgrade Tasks"

• Section 5.3, "Performing a J2EE and Web Cache Upgrade"

• Section 5.4, "Performing a Portal and Wireless Upgrade"

5.1 Conventions

In Section 5, references to Oracle homes use the following conventions:

• The Release 2 (9.0.2) or Release 2 (9.0.3) Oracle Application Server instance is designated in path names as <source_MT_OH>.

• The 10g (9.0.4) instance is designated in path names as <desination_MT_OH>.

5.2 Performing Pre-Upgrade Tasks

Before upgrading, perform the tasks in the following sections:

• Section 5.2.1, "Install Oracle Application Server 10g (9.0.4)"

• Refer to the Oracle Application Server 10g Upgrading to 10g (9.0.4) for component specific pre-upgrade tasks.

5.2.1 Install Oracle Application Server 10g (9.0.4)

Before upgrading, you must install Oracle Application Server 10g (9.0.4). Select the J2EE and Web Cache or Portal and Wireless installation type during Oracle Application Server 10g (9.0.4) installation. The upgrade cannot take place unless there is a destination Oracle Application Server instance. (Do not install a new infrastructure.)

The installation type of the source instance must match the installation type of the destination instance. The source and destination Oracle Application Server instance must exist on the same computer. If the source instance uses an infrastructure, the destination instance must use the same Oracle Internet Directory and Metadata Repository. (Do not install a new infrastructure.) The 9.0.4 installation should use the same oraInventory directory as the source 9.0.2 installation.

5.3 Performing a J2EE and Web Cache Upgrade

This procedure enables you to upgrade a J2EE and Web Cache instance:

1. Stop the Application Server Control with the following commands:

   <source_MT_OH>/bin/emctl stop
   <destination_MT_OH>/bin/emctl stop iasconsole
   
   

2. In the J2EE and Web Cache instances, stop Web Cache, OPMN and the Oracle Application Server processes managed by it with the following command:

   <source_MT_OH>/opmn/bin/opmnctl stopall
   <source_MT_OH>/webcache/bin/webcachectl stop
   <destination_MT_OH>/opmn/bin/opmnctl stopall
   
   

3. Set the DISPLAY environment variable as described in Table 2.

4. Start the OracleAS Upgrade Assistant with the following command:

   <destination_MT_OH>/upgrade/iasua.sh
   
   

5. Welcome screen: Click Next.

6. Oracle Homes screen:

   Select the source J2EE and Web Cache Oracle home from the drop-down list and click Next.

7. Examining Components dialog screen:

   Click OK.

8. Requirements screen:

   Ensure that all the requirements are met, and check all checkboxes then click Next.

9. Summary screen:

   Click Finish to start the upgrade processing.

10. Upgrade Succeeded dialog screen:

    Click OK.

    See Also: Oracle Application Server 10g Upgrading to 10g (9.0.4), section titled "Manual Upgrade Tasks You May Need to Perform" if the J2EE and Web Cache configuration you upgraded from has any of these conditions: Files in non-default locations Configuration files that refer to custom files and directories Static documents and directories in the default document root directory that you want to use in 10g (9.0.4) Web Cache configured as the first listener

5.4 Performing a Portal and Wireless Upgrade

Follow the steps below to upgrade the Portal and Wireless middle tier.

1. Stop the Application Server Control with the following commands:

   <source_MT_OH>/bin/emctl stop
   <destination_MT_OH>/bin/emctl stop iasconsole
   
   

2. In the J2EE and Web Cache instance, stop Web Cache, OPMN and the Oracle Application Server processes managed by it with the following command:

   <source_MT_OH>/opmn/bin/opmnctl stopall
   <source_MT_OH>/webcache/bin/webcachectl stop
   <destination_MT_OH>/opmn/bin/opmnctl stopall
   
   

3. Set the DISPLAY environment variable as described in Table 2.

4. Start the OracleAS Upgrade Assistant with the following command:

   <destination_MT_OH>/upgrade/iasua.sh
   
   

5. Welcome screen:

   Click Next.

6. Oracle Homes screen:

   Select the Portal and Wireless source Oracle home from the drop-down list and click Next.

7. Examining Components dialog screen:

   Click OK.

8. Requirements screen:

   Ensure that all the requirements are met, and check all checkboxes. Click Next.

9. Summary screen:

   Click Finish to start the upgrade processing.

10. Upgrade Succeeded dialog screen:

    Click OK.

    See Also: Oracle Application Server 10g Upgrading to 10g (9.0.4), section titled "Completing the OracleAS Portal Upgrade" if the Parallel Page Engine or the Portal Development Kit Services for Java were customized. These customizations must be copied from the files in <source_MT_OH> to the corresponding files in <destination_MT_OH>.

6 Additional Resources

For more information, see these Oracle resources:

• Oracle Application Server Documentation Library CD-ROM

• Oracle Application Server platform-specific documentation on Oracle Application Server Disk 1

Printed documentation is available for sale in the Oracle Store at:

http://oraclestore.oracle.com/

You can also contact your Oracle representative to purchase printed documentation.

To download free release notes, installation documentation, white papers, or other collateral, visit the Oracle Technology Network (OTN). You must register online before using OTN; registration is free and can be done at

http://otn.oracle.com/membership/index.htm

If you already have a username and password for OTN, then you can go directly to the documentation section of the OTN Web site at

http://otn.oracle.com/docs/index.htm

6.1 Oracle Support Services

If you purchased Oracle Product Support, you can call Oracle Support Services for assistance. Oracle Support Services include phone assistance, version updates and access to our service offerings. You have access to phone support 24 hours a day, 7 days a week. In the U.S.A., you can call Product Support at 1-800-223-1711.

Make sure you have your CSI (CPU Support Identifier) number ready when you call. (Keep the CSI number for your records, because it is your key to Oracle Support Services.) The Oracle Store sends the CSI number to you in an e-mail alert when it processes your order. If you do not have your CSI number and you are in the U.S.A., you can look up your CSI number by accessing our online Order Tracker which provides detailed order information. Go to the Oracle Store and click on Order Tracker located above the top navigation bar.

For Oracle Support Services locations outside the U.S.A., call your local support center for information on how to access support. To find the local support center in your country, visit the Support Web Center at:

http://www.oracle.com/support.

At the Support Web Center you will find information on Oracle Support Services, such as:

• Contact information

• Instructions on how to access electronic services

• Helpful Web sites

• Support Resources

• Oracle Support Portfolio

• Oracle Support Services news

With Oracle Product Support, you have round-the-clock access to OracleMetaLink, Oracle Support Services premier Web support offering. OracleMetaLink offers you access to installation assistance, product documentation, and a technical solution knowledge base.

It has technical forums, where you can post questions about your Oracle products and receive answers from Oracle Technical Support Analysts and other Oracle users. The questions and answers remain posted for the benefit of all users.

OracleMetaLink options include:

• Technical Assistance Request (TAR) access

• Patch downloads

• Bug database query access

• Product life-cycle information

You can access OracleMetaLink at:

http://metalink.oracle.com/.

6.2 Version Updates

If you do not have a currently supported license, you can purchase the most recent version of an Oracle product from the Oracle Store (http://oraclestore.oracle.com).

If you do have a currently supported license, you can place non-urgent requests for version update shipments through the iTAR feature on OracleMetaLink. You will need to log the iTAR type as a U.S. Client Relations/Non-Technical Request.

You can also request Version Update shipments in the U.S.A. by calling Client Relations. When requesting a Version Update, provide the following information to the Client Relations Analyst:

• CSI number

• Contact information

• Platform

• Product name

• Shipping address

• Version number of the product

Outside the U.S.A., call your local Oracle Support Center.

6.3 Premium Services

For information on our Premium Services, including onsite support, OracleGOLD, OraclePLATINUM, remote services, and upgrade packages, visit the Support Web Center at http://www.oracle.com/support or call your Support Sales Representative in the U.S.A at 1-800-833-3536.

6.4 Quick Reference

Resource	Contact Information/ Web Site
Purchase additional products, full-use licenses, version updates, and documentation in the U.S.A.	http://oraclestore.oracle.com
Access technical resources for developers	http://otn.oracle.com
Access installation documentation	http://otn.oracle.com
Access information about technical support	http://www.oracle.com/support
Locate local Oracle Support Centers outside the U.S.A.	http://www.oracle.com/support select Contact Support Services
Locate local Oracle offices outside the U.S.A.	http://www.oracle.com/international/html/
Call Client Relations in the U.S.A.	1-800-223-1711
Speak with your sales representative in the U.S.A.	1-800-ORACLE-1
TTY Access to technical support in the U.S.A.	1-800-446-2398

7 Documentation Accessibility

Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at:

http://www.oracle.com/accessibility/

7.1 Accessibility of Code Examples in Documentation

JAWS, a Windows screen reader, may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, JAWS may not always read a line of text that consists solely of a bracket or brace.

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