Table of Contents

11g Release 1 (11.1.1.6.0)

E22628-02

Contents

Installation and Configuration Roadmap

- 1 New Oracle WebCenter Portal Installations - Roadmaps

- 2 Existing Oracle WebCenter Portal 11g Installation - Roadmaps

- 3 Existing Oracle WebCenter Portal 10g Installation - Roadmap

- 4 Documentation Accessibility

Oracle® WebCenter Portal

Installation and Configuration Roadmap

11g Release 1 (11.1.1.6.0) for Windows

E22628-02

November 2011

Welcome to Oracle WebCenter Portal!

Use this documentation roadmap to find instructions on how to install, upgrade, and/or patch Oracle WebCenter Portal, then perform the necessary configurations. In Figure 1, find the starting point that best describes your current environment, then click the graphic or use the links in Table 1 to jump to the Guide that you need.

Figure 1 Starting Points for WebCenter Portal Installation

Table 1 Starting Points for WebCenter Portal Installation

Starting Point

Install Summary

Detailed Instructions

New WebCenter Portal Installation

- Install WebCenter Portal in a simple, non-clustered topology?

Roadmap

Oracle Fusion Middleware Installation Guide for Oracle WebCenter Portal

- Install WebCenter Portal in an enterprise topology?

Roadmap

Oracle Fusion Middleware Enterprise Deployment Guide for Oracle WebCenter Portal

Existing WebCenter Portal Installation

- Upgrade from a previous 11g release to the current version?

Roadmaps

Oracle Fusion Middleware Patching Guide

- Upgrade from a previous 10g release to the current version?

Roadmap

Oracle Fusion Middleware Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF

Before you start, review the installation roadmap for your installation:

Installing WebCenter Portal for the First Time

- New Oracle WebCenter Portal Installations - Roadmaps

- Installing Oracle WebCenter Portal for the First Time - Simple Topology

- Installing Oracle WebCenter Portal for the First Time - Enterprise Topology

- Post-install Configuration for WebCenter Portal Components and Services

Upgrading an Existing WebCenter Portal 11g Installation

- Existing Oracle WebCenter Portal 11g Installation - Roadmaps

- Patching an Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation

- Patching an Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation

- Patching an Oracle WebCenter Portal 11.1.1.1.0 Installation

Upgrading an Existing WebCenter Portal 10g Installation

- Existing Oracle WebCenter Portal 10g Installation - Roadmap

- Upgrading from Oracle WebCenter 10g 10.1.3

Note:

For existing installations, note that upgrades may include new features that will need to be configured as described in the section on New Oracle WebCenter Portal Installations - Roadmaps.

1 New Oracle WebCenter Portal Installations - Roadmaps

The roadmaps in this section provide an overview of the steps required to install Oracle WebCenter Portal and guides you to the documentation. Oracle provides documentation for two installation scenarios:

- Simple topology - install Oracle WebCenter Portal in a simple, non-clustered environment. Figure 2 illustrates the installation process for a simple topology.

- Enterprise topology - install Oracle WebCenter Portal in a distributed environment with built-in security and high availability. Figure 3 illustrates the installation process for an enterprise topology.

Figure 4 shows post-installation steps required to configure WebCenter Portal components and services that are required for both topologies. Click the flow charts for more information on how to complete each step.

Before you start, you might like to read:

- Oracle Fusion Middleware Installation Planning Guide

Figure 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology

Click the flow chart or use Table 2 to navigate to the appropriate Guide.

Table 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology

Task and link to more information

Mandatory or Optional?

Notes

Perform pre-install tasks

Mandatory

Verify system requirements, then install and configure a database

Mandatory

Create schemas for the Spaces application

Create schemas for WebCenter Portal applications

Mandatory

If you want to use Spaces as well as build WebCenter Portal applications you must run the RCU twice as both require their own WEBCENTER schema.

Schemas for the Discussions service and portlets are also required if you plan to use those services. If you plan on using the Recommendation service, then the Activity Graph product needs to be installed. Analytics and Activity Graph can be used only by a single application within a domain. If Activity Graph is installed, the ACTIVITIES schema cannot be shared.

Install Oracle WebLogic Server

Mandatory

Install Oracle WebCenter Portal:

- Download WebCenter Portal software

- Install WebCenter Portal products

Mandatory

Install other Fusion Middleware products:

- Oracle WebCenter Content

- Oracle SOA Suite

- Oracle Web Tier (Oracle HTTP Server)

Optional

SOA is mandatory for the Worklist service and Spaces workflows.

Oracle WebCenter Content is mandatory for Content Presenter, wiki, and the Documents service.

OHS is recommended for Oracle WebCenter Content Server integration and for single sign-on (SSO) since SSO is needed to stop multiple login prompts), and is required for REST and SOA.

Configure a domain for WebCenter Portal

Mandatory

You may choose to create a new domain or extend an existing domain for WebCenter Portal.

Extend the WebCenter Portal domain to:

- Install additional WebCenter products

- Create a custom managed server for Framework applications

- Create a custom managed server for Portlet Producer applications

- Enable Oracle BPM Process Spaces

Optional

Oracle does not recommend deploying WebCenter Portal applications or WebCenter Portal Producer applications to the Administration Server or any of the default managed servers created during Oracle WebCenter Portal installation.

Start the servers:

- Start the Administration Server

- Set up and start the Node Manager

- Start managed servers

- Verify the installation

Mandatory

Install and configure external LDAP ID store

Mandatory

Mandatory for Oracle WebCenter Content Server and Discussions

Configure the domain for Oracle WebCenter Content Server

Optional

Mandatory for Content Presenter, wiki and the Documents service.

Install, configure, and connect back-end components for WebCenter Portal services:

- Connect to analytics collector

- Connect to BPEL server

- Connect to discussion server

- Configure Spaces workflows

- Register portlet producers

- Register pagelet producer

- Connect to presence server

- Configure SES Search

- Configure personalization

- Connect to mail server

- Connect to events server

Optional

Mandatory for the WebCenter Portal services you want to use

See also, Post-install Configuration for WebCenter Portal Components and Services

Figure 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology

Click the flow chart or use Table 3 to navigate to the appropriate Guide.

Table 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology

Task and link to more information

Mandatory or Optional?

Notes

Verify hardware requirements

Mandatory

Verify software requirements

Mandatory

Install and configure a database

Mandatory

Configure network components

Mandatory

Set up shared storage

Optional

Configure credential and policy store

Mandatory

Install Oracle HTTP Server (OHS)

Mandatory

Install WebLogic Server and create a Middleware home

Mandatory

Install Oracle WebCenter Portal

Mandatory

Enable VIP1

Mandatory

Create domain

Mandatory

Configure Oracle HTTP Server

Mandatory

Extend domain for SOA components

Optional

Extend domain for WebCenter Portal components

Mandatory

Option to configure the domain for the Spaces application or create a custom managed server for WebCenter Portal applications

Set up Node Manager

Mandatory

Configure Java Object Cache

Mandatory

Install and configure back-end components for required WebCenter Portal services:

- Connect to analytics collector

- Connect to BPEL server

- Connect to discussion server

- Configure Spaces workflows

- Register portlet producers

- Register pagelet producer

- Connect to presence server

- Configure SES Search

- Configure personalization

- Connect to mail server

- Connect to events server

Optional

Mandatory for the WebCenter Portal services you want to use

See also, Post-install Configuration for WebCenter Portal Components and Services

Extend domain for Oracle WebCenter Content Server

Optional

Mandatory for the Spaces application

Propagate domain to WebCenter Portal host

Set up Content Server for WebCenter Portal

Configure OHS for Content Server

Connect WebCenter Portal to Content Server

Integrate with Oracle Identity Management

Mandatory

Figure 4 Post-install Configuration for WebCenter Portal Components and Services

Click the flow chart or use Table 4 to navigate to the appropriate Guide.

Table 4 Getting WebCenter Portal Components and Services Working

WebCenter Portal Component/Service

Feature

Documentation

Spaces application

Get Spaces up and running

Documents service

Document management, wikis, blogs, content presenter

Connect to content repository

Activity Stream service

Activity streaming

Requires Oracle WebCenter Content Server to be set up for the Document service

Discussions and Announcement services

Discussion forums and announcements

Connect to discussion server

In a clustered environment, additional configuration is required. More

Portlet producers

WSRP, PDK-Java portlets

Register portlet producers

Pagelet producers

Pagelets

Register pagelet producer

Analytics service

Analytics reports

Connect to analytics collector

Activity Graph service

Recommendation and similar item task flows

Connect to analytics collector

In a clustered environment, the activity graph engine must be be targeted to a single managed server (not the cluster). More

Personalization service

Personalization scenarios

Configure personalization

Instant Messaging and Presence service

Presence status, other presence options (such as send mail, send instant message, start phone conference)

Connect to presence server

Event service

Personal calendar and Space event management

Connect to events server

Mail service

Mail task flow

Connect to mail server

Search service

Search task flows

Configure SES Search

Worklist service

Worklist task flows

Connect to BPEL server

RSS News Feeds

External RSS news feeds

Configure proxy for RSS

REST services

RESTful interface to WebCenter Portal services

Configure REST

Subscriptions and Notifications

Notifications about subscribed services and objects

Configure notifications

2 Existing Oracle WebCenter Portal 11g Installation - Roadmaps

The roadmaps in this section provide an overview of the steps required to apply the latest Oracle WebCenter Portal patch (11.1.1.6.0) and guides you to the documentation. Oracle provides documentation for the following installation scenarios:

- Patching an Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation

- Patching an Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation

- Patching an Oracle WebCenter Portal 11.1.1.1.0 Installation

Before you start, you may also like to read:

- Oracle Fusion Middleware Installation Planning Guide

Patching an Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation

Figure 5 illustrates the steps required to update an Oracle WebCenter Portal 11g (11.1.1.4.0 or 11.1.1.5.0) installation to 11.1.1.6.0. Click the flow chart or use Table 5 to navigate to information for each step.

Figure 5 Applying the Latest Patch to Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0

Table 5 Applying the Latest Patch to Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0

Task and link to more information

Mandatory or Optional?

Notes

Stop managed servers, Admin server, system components, & node manager

Mandatory

Back up your current WebCenter Portal environment

Mandatory

Patch WebLogic Server to the latest version

Mandatory

Rename the emCCR File for Silent Patching

Mandatory

Download the installer for WebCenter Portal and other required products

Mandatory

Run Patch Set Installer to patch the following Fusion Middleware products to 11.1.1.6.0:

- Oracle Identity Management

- Oracle Web Tier (Oracle HTTP server)

- Oracle Portal, Forms, Reports and Discoverer

Optional

Mandatory for the products you have installed

Oracle HTTP server is recommended for OCS integration

Run the WebCenter Portal installer to patch Oracle WebCenter Portal to 11.1.1.6.0

Mandatory

Run product installers to patch other Fusion Middleware products to 11.1.1.6.0, such as:

- Oracle WebCenter Content (previously Enterprise Content Management ECM)

- Oracle SOA Suite

Mandatory

SOA is mandatory for the Worklist service and Spaces Workflows.Oracle WebCenter Content is mandatory for Content Presenter, and is recommended for the Documents service.

OHS is recommended for Oracle WebCenter Content Server integration and for SSO (since SSO is needed to stop multiple login prompts), and is required for REST and SOA.

Update the MDS and ACTIVITIES schemas

Mandatory

Extend the domain for Pagelet Producer

Optional

Perform post-patching tasks for other FMW components

Mandatory

Start the servers and processes

Mandatory

Verify Oracle WebCenter Portal 11.1.1.6.0

Mandatory

Patching an Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation

Figure 6 illustrates the steps required to update an Oracle WebCenter Portal 11g (11.1.1.2.0 or 11.1.1.3.0) installation to 11.1.1.6.0. Click the flow chart or use Table 6 to navigate to information for each step.

Figure 6 Applying the Latest Patch to Oracle WebCenter Portal 11g (11.1.1.2.0 or 11.1.1.3.0)

Click the flow chart or use Table 6 to navigate to the appropriate Guide.

Table 6 Applying the Latest Patch to Oracle WebCenter Portal 11g (11.1.1.2.0 or 11.1.1.3.0)

Task and link to more information

Mandatory or Optional?

Notes

Stop managed servers, Admin server, system components, & node manager

Mandatory

Back up your current WebCenter Portal environment

Mandatory

Perform pre-patch tasks for WebCenter Portal:

- Save OmniPortlet and WebClipping customizations

- Run purgeMetadata() for Spaces

- Upgrade Oracle UCM10g

Mandatory

Patch WebLogic Server to the latest version

Mandatory

Rename the emCCR File if patching in the silent mode

Mandatory

Download the installer for WebCenter Portal and other required products

Mandatory

Run Patch Set Installer to patch the following Fusion Middleware products to 11.1.1.6.0:

- Oracle Identity Management

- Oracle Web Tier (Oracle HTTP Server)

- Oracle Portal, Forms, Reports and Discoverer

Optional

Mandatory for the products you have installed

Oracle HTTP server is recommended for OCS integration

Run WebCenter Portal installer to patch Oracle WebCenter Portal to 11.1.1.6.0

Mandatory

Run product installers to patch other Fusion Middleware products to 11.1.1.6.0, including:

- Oracle WebCenter Content (previously Enterprise Content Management ECM)

- Oracle SOA Suite

Optional

WebCenter Content and SOA are mandatory for Spaces

OHS is recommended for Oracle WebCenter Content Server integration

Update schemas

Mandatory

Update the Spaces application using one of the following:

- Node Manager and Automated Script

- WLST commands

Mandatory

Perform post-patch tasks for the required Fusion Middleware products. This includes updating the OWSM policies.

Mandatory

Perform post-patch tasks for Oracle WebCenter Portal

Mandatory

Perform post-patch tasks for Spaces

Mandatory

Mandatory for Spaces

Perform post-patch tasks for WebCenter Portal security

Optional

Add new Oracle WebCenter Portal features

Optional

Start the servers and processes

Mandatory

Verify Oracle WebCenter Portal 11.1.1.6.0

Mandatory

Patching an Oracle WebCenter Portal 11.1.1.1.0 Installation

If you are currently running Oracle WebCenter Portal 11g (11.1.1.1.0), you must update your Oracle Fusion Middleware environment to 11g (11.1.1.2.0) before applying the Oracle WebCenter Portal 11g (11.1.1.6.0) patch. Figure 7 illustrates the steps required.

Click the flow chart for more information on how to complete each step.

Figure 7 Applying the Latest Patch to Oracle WebCenter Portal 11.1.1.1.0

Click the flow chart or use Table 7 to navigate to the appropriate Guide.

Table 7 Applying the Latest Patch to Oracle WebCenter Portal 11.1.1.1.0

Task and link to more information

Mandatory or Optional?

Notes

Prepare to patch Oracle WebCenter Portal to Release 11.1.1.2.0

Mandatory

Patch Fusion Middleware products and Oracle WebCenter Portal to 11.1.1.2.0

Mandatory

Perform post-migration configuration for Oracle WebCenter Portal

Mandatory

Reconfigure ID store & migrate application policy and credential store

Mandatory

Configure SSL and keystore

Optional

Only if used in 11.1.1.1.0

Configure SSO

Optional

Only if used in 11.1.1.1.0

Refresh group space data

Mandatory

Spaces only

Apply 11.1.1.1.0 configuration changes

Mandatory

Migrate custom WebCenter Portal applications

Mandatory

Configure WS-Security for Discussions

Mandatory

Spaces only

Migrate to Oracle Content Server 10.1.3.5.1

Mandatory

Migrate wiki templates and attachments

Optional

Perform post-migration configuration for other FMW components

Mandatory

Decommission 11.1.1.1.0 installation

Mandatory

Patch 11.1.1.2.0 to 11.1.1.6.0

Mandatory

3 Existing Oracle WebCenter Portal 10g Installation - Roadmap

If you are currently running Oracle WebCenter 10g (10.1.3) you must upgrade your Oracle Application Server 10g environment to Oracle Fusion Middleware 11g, and then upgrade your WebCenter Portal applications from 10g (10.1.3) to 11g (11.1.1.6.0). Figure 8 illustrates the steps required.

Click the flow chart for more information on how to complete each step.

Before you start, you may also like to read:

- Oracle Fusion Middleware Upgrade Planning Guide

- Oracle Fusion Middleware Installation Planning Guide

- Oracle Fusion Middleware Repository Creation Utility User's Guide

- Oracle Fusion Middleware Concepts

Figure 8 Upgrading from Oracle WebCenter 10g 10.1.3

Click the flow chart or use Table 8 to navigate to the appropriate Guide.

Table 8 Upgrading from Oracle WebCenter 10g 10.1.3

Task and link to more information

Mandatory or Optional?

Notes

Prepare for upgrade from 10g

Mandatory

Upgrade WebCenter Portal environment

Mandatory

Optionally upgrade SOA & ADF

Upgrade WebCenter Portal service back-ends (Discussions, OCS, Wiki & Blog Server)

Mandatory

Only mandatory for services that you use

Upgrade WebCenter Portal applications

Upgrade portlet producers

Migrate data on Oracle Content DB and Oracle Wiki and Blog server

4 Documentation Accessibility

For information about Oracles commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc

Access to Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/support/contact.html or visit http://www.oracle.com/accessibility/support.html if you are hearing impaired.

Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Portal, 11g Release 1 (11.1.1.6.0) for Windows

E22628-02

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