6
Upgrading from a Previous Version of Oracle 9iFS

This chapter describes upgrading to Oracle 9iFS from a previous version of the product. Topics include:

• Upgrade Considerations

• Pre-Installation Tasks for Upgrading from a Previous Version of Oracle 9iFS

• Installation of Oracle 9iFS

Upgrade Considerations

Upgrading involves installing and configuring new versions of the Oracle database and the Oracle Internet File System software. The version of the Oracle database you must install depends on the version of Oracle Internet File System you are upgrading.

You must upgrade your 8.1.7 database to 8.1.7.2 or move to the Oracle9i database before upgrading to the Oracle 9iFS software. See "Task 4: Install (or Upgrade to) Oracle 8.1.7.2 or Oracle9i Database" in Chapter 2, "Pre-installation" for the required software components.

The tasks you must perform when configuring Oracle 9iFS depend on whether or not Oracle Text is enabled in the version of Oracle iFS from which you are upgrading. If you are upgrading from a version which is not Oracle Text-enabled to an Oracle Text-enabled version, the index is created but not populated during the configuration process. You must populate the index in a post-configuration step. See "Post-installation Tasks for Upgrades Only" in Chapter 4, "Post-installation"

Pre-Installation Tasks for Upgrading from a Previous Version of Oracle 9iFS

There are three pre-installation tasks:

• Task 1: Back Up the Existing Database

• Task 2: Upgrade the Existing Database to Oracle9i or Oracle 8.1.7.2

• Task 3: Stop Oracle iFS Processes

Task 1: Back Up the Existing Database

Perform a full backup of your existing Oracle database before attempting to upgrade or install either the Oracle9i database or Oracle 9iFS. A full backup ensures that you can recover from errors encountered during new installation processes.

This backup should be taken with the database shut down cleanly. If you use SHUTDOWN IMMEDIATE or SHUTDOWN ABORT to force users off the system, be sure to restart the database in restricted mode, and then shut it down with normal priority. See the Oracle9i Administrator's Guide or Oracle9i Backup and Recovery for more information.

Oracle installation log files are stored in the following directory:

c:\Program Files\Oracle\Inventory\logs\

You should back up these log files also.

Task 2: Upgrade the Existing Database to Oracle9i or Oracle 8.1.7.2

If you have a previous version of the Oracle8i database, you will need to upgrade to either the Oracle9i release or to 8.1.7.2.

Upgrading to the Oracle9i Database

Refer to the Oracle database server documentation for complete instructions, but briefly, the process of upgrading to the Oracle9i database is as follows:

1. Install the Oracle9i database in a new ORACLE_HOME. Make sure to also install the Oracle Database Migration Assistant (ODMA).

2. Use the Oracle Home Selector (Start-->Oracle Installation Products-->Home Selector) to select the new Oracle home.

3. Migrate the Oracle 8.1.7 database instance to the Oracle 9.0.1 instance using ODMA. For more information on using the ODMA, see the Oracle9i Administrator's Guide.

Upgrading to the Oracle 8.1.7.2 Database

Refer to the Oracle 8.1.7.2 upgrade instructions.

Task 3: Stop Oracle iFS Processes

Before installing Oracle 9iFS, you must stop all protocol servers, as well as the HTTP Server (powered by Apache). Otherwise, the ports will be busy when you run the Oracle 9iFS Configuration Assistant.

1. Run the ifsstop batch file from the Windows NT/2000 command prompt. Depending on the version of Oracle Internet File System you are running, the script will be located in %ORACLE_HOME%\ifs\bin or in %ORACLE_HOME%\ifs1.1\bin (if you installed using the default paths).

2. Stop the "Oracle<oracle_home>HTTPServer" service using the control panel.

• On Windows 2000 machines, go to Start-->Settings-->Control Panel-->Administration Tools-->Services.

• On Windows NT machines, go to Start-->Settings-->Control Panel-->Services.

Installation of Oracle 9iFS

You should install Oracle 9iFS in the Oracle home where the Oracle9i database was installed. For more information, see Chapter 3, "Installing the Oracle 9iFS Software".

1. Run the Oracle Universal Installer, as described in Chapter 3, "Installing the Oracle 9iFS Software". The Oracle Universal Installer automatically launches the Oracle 9iFS Configuration Assistant.

Figure 6-1 Oracle 9iFS Configuration Assistant

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The Oracle 9iFS Configuration Assistant is a wizard that allows you to specify Oracle 9iFS configuration parameters. Make your desired selections and click the Next button to continue.

If you click the Cancel button at any time, configuration is stopped and can be run at a later time. If you choose to configure Oracle 9iFS at a later time, or if you want to re-configure Oracle 9iFS, run the ifsconfig batch file found in the following directory:

%ORACLE_HOME%\9ifs\bin

To monitor the Oracle 9iFS Configuration Assistant as it progresses, you can watch the log detailing the configuration process is written to the following file:

%ORACLE_HOME%\9ifs\log\IfsConfigOut.log

1. Read the Welcome page, then click the Next button to begin the configuration process.

2. On the Select Oracle Database page, choose the "Complete 9iFS Configuration."

Figure 6-2 Select Oracle Database Page

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3. Specify the TNS Service Name that corresponds to the database Oracle 9iFS will use, even if the database and Oracle 9iFS will be on a single machine.

   Enter the following information:

Table 6-1

Parameter	Description
TNS Service Name	Used to identify the database server you want to use for Oracle 9iFS.
SYS Password	Password for the 'SYS' database account. Default is change_on_install.

Oracle Database Login Parameters

4. Click the Next button to verify the database connection. A dialog box displays the progress of the following verifications:

Figure 6-3 Testing Oracle Configuration

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If an error occurs, you will not be able to continue until you correct the problem.

On the Create/Reuse Schema page, select "Reuse an existing Oracle 9iFS schema" and click Next.

Figure 6-4 Create/Reuse Schema Page

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On the Select Oracle 9iFS Schema page, select the old schema you want to upgrade and enter its password. Then click Next.

Figure 6-5 Select Oracle 9iFS Schema Page

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On the Oracle 9iFS Tablespaces page, choose the tablespaces. Only the required tablespace(s) will display.

Figure 6-6 Oracle 9iFS Tablespaces Page

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Click Next.

If Oracle Text is installed and enabled on this schema or Oracle Text is not installed, the Oracle 9iFS page displays. Continue with Step 11.

If Oracle Text is installed, but has not been enabled, the Enable Oracle Text page displays.

Note: Once you have enabled Oracle Text for an Oracle 9iFS schema, it cannot be disabled.

Figure 6-7 Enable Oracle Text Page

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If you don't want to enable Oracle Text, select No and click Next. Continue with Step 11.

Or:

If you want to enable Oracle Text, select Yes and click Next.

Note: When upgrading from a version that is not Oracle Text-enabled to an Oracle Text-enabled version, the index is created, but not populated, during the configuration process. To populate the index, follow the procedure outlined in "Re-populate the Oracle Text Index" in Chapter 4, "Post-installation".

On the Oracle 9iFS Processes page, identify the components you want to run on the local machine and the ports on which the selected processes should listen.

Figure 6-8 Oracle 9iFS Processes Page

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Table 6-2

Process	Description
Local host name	The hostname of the machine where Oracle 9iFS is being configured. You only need to change this if you have more than one network interface on your computer (for example, two Ethernet cards connected to different networks).
Run Domain Controller	Configures the Oracle 9iFS Domain Controller to run on this machine. Only one Domain Controller should run in each domain.
Run Node	Configures an Oracle 9iFS node, with agents or protocol servers or both) servers to run on this machine.
Run Oracle 9iFS System Agents	Configures all the Oracle 9iFS system agents to run on this machine. Agents must run on only one node in the domain.
Run Oracle 9iFS Protocol Servers	Configures the Oracle 9iFS protocol server to run on this machine. The Protocol Server Options page will display for you to enter the ports for all the protocol servers in the domain.
Run HTTP Node	Configures another node to run the Oracle 9iFS DAV server for HTTP and WebDAV access on this machine.

Oracle 9iFS Process Descriptions

Selection of the Oracle 9iFS Protocol Servers causes the Protocol Server Options page to display.

Figure 6-9 Protocol Server Options Page

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You can retain the default port numbers or change them. If you change the main port for the NFS protocol server, you must also change the mount server point.

On the Document Content page, select the default character set and indexing language to use when storing documents in Oracle 9iFS. Then click Next.

These default values are used when clients do not specify a language or character set for documents being transferred to Oracle 9iFS. The default character set is also used by non-Unicode enabled protocol servers, such as FTP and WebDAV, to determine the character set that these protocol servers use.

Oracle recommends using UTF8 as the document character set for full multi-language functionality with Oracle 9iFS. Specifying a different database character set may limit functionality, such as not being able to search on document content in all languages, not being able to view the Web interface in all languages, etc.

Customers who only need single-language Japanese functionality should use the document character set of UTF8, JA16SJIS, or JA16EUC. For single-language Korean functionality, use UTF8 or KO16KSC5601. For single-language Chinese functionality, use UTF8, ZHS16CGB231280, ZHS16GBK, ZHT32EUC, ZHT16BIG5, ZHT32TRIS, or AL24UTFFSS.

Customers who need single-byte language functionality only may use UTF8 or any of the single-byte character sets supported by the database.

For more information, see the section on "Multi_Lexer" in the Oracle9i Oracle Text Reference Guide.

Figure 6-10 Document Content Page

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On the Begin Oracle 9iFS Configuration page, click the Configure button to begin the Oracle 9iFS configuration process.

Figure 6-11 Begin Oracle 9iFS Configuration Page

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Once you have started the configuration process, a progress window appears. If an error occurs, check the following log file for more information:

%ORACLE_HOME%\9ifs\log\IfsConfigOut.log

A dialog box appears noting that configuration was successfully completed and identifies the post-installation steps required.

Figure 6-12 Oracle 9iFS Configuration Complete Dialog

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Consult the section "Tasks Required After Configuration Completes" in Chapter 4, "Post-installation" before performing the steps mentioned in the dialog, and pay particular attention to "Post-installation Tasks for Upgrades Only".

Click OK.

On the End Installation page, click the Exit button to quit the Oracle Universal Installer. Click Yes when prompted again to exit.

Note: The ifssetup batch file in the %ORACLE_HOME%\9ifs\bin directory runs automatically as part of the configuration.