A Succesful WebCenter Upgrade: What You Need to Know

A Successful WebCenter Upgrade: What You Need to Know

Paul HeupelSenior WebCenter ConsultantFishbowl Solutions

www.fishbowlsolutions.com

Topics To Be Covered

+ Fishbowl overview+ 11g architecture+ New features+ Upgrading WebCenter Content

– Migration process options– Components– Tips and tricks– Project timeline– Licensing

+ Upgrading WebCenter Imaging– Migration process and tools– Timeline

+ WebCenter Portal will not be covered. Come see us in our booth for info on Portal upgrades!


About Fishbowl Solutions

Experience+ Over 700 projects since founding in 1999+ Oracle “Gold” Partner+ Oracle “Public Sector Pillar Partner”

Expertise+ Portals and content management+ Enterprise information management+ Business process automation

Customer Successes+ Across verticals

Award Winning+ Forrester Groundswell Award - Mobile App+ Oracle Excellence Award+ Enterprise 2.0 Blazer+ ECM Architect of the Year+ Best Places to Work


Leading Innovations

WebCenter Mobile WebCenter Portals & Intranets

SharePoint Integration Google Search Integration


Fishbowl Consulting Services

+ WebCenter Content- Document Mgmt - Records Mgmt

- Digital Asset Mgmt - Web Content Mgmt

- Image & Process Mgmt - Document Capture

- Forms Recognition - Content Consolidation

+ WebCenter Portal- Employee Intranets

- Vendor or Partner Extranets

- Customer Portals

+ BPM (business process management)+ ERP Integrations+ Upgrades, installations, configuration, performance tuning,

solution design, development, implementation


WebCenter Content 11g Architecture and Features


10g & 11g Architecture Differences

WebCenter Content 11gContent Server running in container

(WebLogic Server)

UCM 10gClosely tied to web server


WebCenter Content: New Web UI

+Simple, fast– Immediate response to actions– Single page app– Easy content-centric views

+Compelling– Provide the best capabilities in

the industry– Modeled after consumer web– Zero training

+Architecture & features– Detached UI app in front

of content server services– Libraries, filtering,

scanning, & integrated viewer


WebCenter Content – Mobile Apps

+Mobile Access– Optimized app for

smartphone and tablet – Support iOS and

Android– Search, browse, view,

download– Take important

documents offline

+Benefits– Ability for “on the go”

users to access business documents

– Allows enterprises to support emerging BYOD culture


WebCenter Content: Desktop Integration Suite

+DIS enhanced to have same look and feel as new web UI

+Windows Explorer integration enhancements

+Microsoft Outlook integration enhancements


Planning for Success: Tips and Tricks for Upgrading WebCenter Content


Step 1 – Have a Plan!

- How much content do you have and what is the total size?

- How long can production be down during transition?

- Do you need to maintain audit history?- Document History and Workflow History

- Is it time for new hardware? Or time to move to VM?

- Does your database need to be upgraded?- Standard and custom components- Consider your storage!

- File store provider


Content Upgrade Options


Upgrade In Place

+Use of the Oracle Upgrade Assistant allows for ‘in place’ upgrades

+The high level process involves:– Shut down current 10gR3 server– Install WebLogic Server (or the supported container of

your choice)– Install the WebCenter Content installation files– Run the Upgrade Assistant pointing to the existing

instance of Content Server


Advantages / Disadvantages

+Advantages– No need to spend time migrating content– Items stay in workflow – Audit history stays intact– Upgrade can be completed in a few hours or less

+Disadvantages– Production must be down during upgrade– Have to keep the same hardware– More difficult to roll back if something goes wrong.– Can run into unforeseen issues, even if dev and/or

staging servers are upgraded first.


Upgrade In Place – Decision Criteria

+Already on 64-bit OS+12+ GB of RAM available+Lots of workflow items+Need to maintain workflow history+Very short upgrade schedule+Very large content size+Few customizations, or enough time to test

upgraded customizations in dev and stage


Migrating to New Instances

+ Isn’t really an upgrade, but it is very common.+Wholly new instances of Content Server are

installed and all configuration, status information, and content is migrated to the new instances.

+Configuration Migration Utility (CMU) is used to migrate the bulk of the configuration.

+Archiver is used to migrate customtable data.

+The migration of content is typically performed with the Archiver applet.



+Advantages– Can use new hardware– Can use new database software/hardware– Can fully test new production before go-live– Go-live is simply a DNS change– Easy to roll back to the old system

+Disadvantages– Content migration can take a long time– No easy way to migrate workflow content– Care has to be taken to migrate audit history


Migrating to New Instance – Decision Criteria

+Currently on 32-bit OS+Current hardware is old+Need to upgrade database software+Not a lot of workflow content, or plan in place to

handle workflow items+Not a lot of content, or plenty of time in schedule

for migration+Lots of customizations+Need short downtime at go-live+Need to be able to roll back quickly


Hybrid Approach - Copy and Upgrade In Place

+Schedule a time to shut down production+Copy 10g file system to new hardware+Copy vault and weblayout to new storage

location+Copy the database+Modify config settings

– Database connection string– Vault and Weblayout directory locations– Server ID (IDC_Name)

+Start the copied 10g server to verify it starts correctly

+Run Upgrade Assistant



+Advantages– Can use new hardware– Much faster to copy files over network file shares

instead of using Archiver. Good for large repositories.– Can fully test new production server before go-live.– Go-live is just switching a DNS entry.– Can maintain workflow items. – Easy to roll back in case of issues.

+Disadvantages– Content must be reconciled from the “snapshot” date

to the go-live date, including workflow items.– Not a fully documented method, requires config

changes.


Hybrid Approach – Decision Criteria

+Currently on 32-bit OS or on old hardware+A lot of content in the system+A lot of workflow content in the system+A lot of customizations+Want to keep same database software+Need short downtime at go-live+Need to be able to roll back quickly

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What About Standard Components?


Standard Component Considerations

+ WebCenter Content 11g comes with the standard components already pre-packaged

+ After upgrade with UA, all old components will be disabled+ Checkboxes in Admin Server page to enable standard

components+ Standard components are upgraded with patches to the

system, not installed manually


Folders

+ New folders component called Framework Folders+ New functionality in Framework Folders

– Query folders– Enterprise Library folders– No more 1000 sub-folders or 1000 pieces of content limits

+ Folders_g still exists, but the future is Framework Folders

+ Upgrade tool to move from folders_g to Framework Folders

+ New DIS client+ WebDAV URL changed

– Old URL – http://showme.fishbowlsolutions.com/cs/idcplg/webdav/

– New URL -http://showme.fishbowlsolutions.com/_dav/cs/idcplg/webdav/


Site Studio

+Updated version of Designer and Contributor

+ 11g Site Studio almost the same as 10gR4

+ Sites don’t require much, if any, changes to upgrade

+ 10gR3 sites will continueto function, but can’t use latest features

+ Site Studio is not Oracle’s strategic WCM offering going forward; this has been taken up by WebCenter Sites


What About Custom Components?


Custom Component Considerations

+ All custom components should be upgraded and tested in development before upgrading production

+ Back-end customizations like custom services will most likely work after upgrade

+ Front-end customizations may need work– Menuing– Results tables– CSS changes– Skins / Layouts– JavaScript

+ If using Upgrade Assistant, make sure custom workflow components are enabled before starting 11g server!

+ IdcToken– Standard include


Additional Considerations


Web Server

+WebCenter Content is available on port 16200; install a web server so users aren’t required to enter a port– IIS– OHS– Apache

+Web server proxies requests to application server; Weblogic Proxy Plugin available from Oracle

+Make sure to configure SSL in web server+SSL can also be configured between application

server and web server


Refinery

+Deployed as a managed server in WebLogic+Still recommended to install on a separate

server+Oracle does not recommend upgrading in place.

Install fresh for 11g+New direct PDF export engine+Still recommend using Office to convert Office

documents


File Store Provider

+File Store Provider defines the location of files and how to disperse the files

+Existed in 10g; functionality had to be enabled+11g has dispersion enabled automatically

– Files are dispersed to limit files in folders– Web URL changes for documents– Important to note that web links to documents may

break, particularly for Site Studio– Can be changed back to not use dispersion– Typically recommend setting up storage rule for any

docs that should use the old paths


Upgrade Timeline


Project Timeline

+Depends heavily on the level of customization and amount of content

+Typical upgrades range from 6 weeks to 3 months

+ If migrating to a new server, test the transfer rate early!

+Allow enough time for user acceptance testing and sign-off from the business

+Plan time for resolution of some (hopefully) small issues post go-live


Planning for Success: Tips and Tricks for Upgrading WebCenter ImagingPaul HeupelSenior Software Consultant – Team LeadFishbowl Solutions


Changes in Imaging 11g

+Java application deployed as a managed server in WebLogic

+All content stored in WebCenter Content+Web application - no more client installation.+Process workflow separated out to use BPM+Scalability and

redundancy now handled with WebLogic clustering


Items to Note About 11g

+ Two viewers built into the product– Basic– Advanced

+ Administrator can set default viewer, user can change it in Preferences.

+ Advanced viewer required to create/modify annotations.+ Advanced viewer requires Java on client machine.+ Users will get Java prompts if Java is out of date.+ Most preference defaults can be set in Enterprise

Manager.+ E-mailing in the system now sends a link instead of an

attachment.


Migration Considerations

+No in-place upgrade - must install 11g from scratch+No tool to migrate applications, security, workflow, or

searches from 10g to 11g; all settings must be configured manually in 11g

+Can migrate settings between 11g servers (Dev to Stage to Prod)

+Oracle supported migration tool for migrating content

+Migration tool only works with latest patchset of IBPM 10gR310.1.3.6 (7.7 PR4)


Migration Overview

+ Patch IBPM 10gR3 system to 10.1.3.6.+ Install WebLogic and IPM 11g on new hardware.+ Install BPM / SOA 11g on new hardware if using

workflow.+Configure applications, security, and searches in

IPM 11g.+Configure workflows in BPM.+Create Input definitions in IPM 11g.+Use Oracle Migration Tool to export content to 11g

input location.+Cut over to new production system.


Notes on Oracle Migration Tool

+Tool can be installed and run from a server separate from IBPM.

+Migration tool can be optimized.– Run multiple migration tool instances at once.– Adjust the number of migration threads per instance.

+Tool stores migration info in the database so it can be stopped and started throughout the process.

+Failures can be reset and tried again.+Tool will start with latest documents first and

work its way backwards. It’s possible to go-live before migration has finished.


Migration Tool Limitations

+Does not export 10g Stamps or Bitmap annotations. + All rich text formatting for Sticky Notes is removed

during export.+ Any annotation that falls outside the bounds of the

original image is placed at the top left to top right corner of the image

+Only exports documents and their annotations.+Will recombine multi-page tiff files. Will export other

compound document types as separate files.+ If configured to burn in annotations, tool will export

all files as tiffs.+ Tool can affect the performance of IBPM.


Time to Complete the Migration

+Migration speed can vary widely based on CPU, RAM, network latency, IBPM system load, etc.

+Expect to realize about 150 - 200 documents migrated per minute with a single migration node.

+Performance of the tool can be improved by running during offline hours.


New Licensing


Oracle License Migration

+Stellent licensing model was based on instance and based on module.

+Oracle licensing model is based on CPU.+May need to go through license migration during

upgrade.+Licensing varies if using VMWare vs. Oracle VM

vs physical hardware.


Summary & Questions


Additional Resources

+Booth: #2036 Moscone South

+Web: www.fishbowlsolutions.com

+Email: [email protected]

+ Twitter: @fishbowlE20

+ Facebook: facebook.com/fishbowlsolutions

Learn more about WebCenter Content Mobile, SharePoint Integration, Google

Search, Portal Solution Accelerator, and more.

Enter to win an iPad!


Fishbowl Presentations at OpenWorld

Wednesday, October 1st

• Automate Financial Processes for PeopleSoft and Oracle E-Business Suite

• 12:45 PM to 1:30 PM

• Moscone West, 3018

• Oracle WebCenter for Education and Research

• 2:00 to 2:45 PM

• Marriott Marquis, Golden Gate C3


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Contact Us to Learn More

A Succesful WebCenter Upgrade: What You Need to Know

Technology

content upgrade

migration of content

webcenter content mobile

content management

content items

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workflow content care