ERP 11gR1 Install and Upgrade Procedure September 2008

Requirements and recommendations:

Download and Install Oracle 11g Release 1 in a new Oracle Home and make sure there are no relinking errors. Install the latest available Patchset from Metalink. (If available . Install the latest available !ritical Patch "#date. (If available . $ither take a !old or Hot backu# of %our source database (advisable to have cold backu# .

Pre-Upgrade Steps
&##l% Patch '(()*1+ from Metalink and a##l% it using O#atch (Patch ',,),,) to the 11.1.).' home. &##l% #atch -,*,'), . OPatch for $M "niversal Installer. &##l% '((,,') . 11.1.).' /"0D1$D P&2!H 3OR $/4 11I. &##l% '5)15'5 . &PP44211671151)!"879116 I02$6R&2IO0 $0:IRO0M$02 I4 H&:I06 I44"$4 I0 D&2&/&4$. In the below section all the ste#s need to be #erformed after having set the environment of the #revious version of the Oracle Database. 0ote that the database must be running in normal mode in the old release.

Collecting Pre-Upgrade In ormation:

1. 1og in to the s%stem as the owner of the new 11gR1 OR&!1$;HOM$ and co#% the following files from the 11gR1 OR&!1$;HOM$<rdbms<admin director% to a director% outside of the Oracle home= such as the <var<orawork<>4ID?< 11g"#grade director% on %our s%stem7 @OR&!1$;HOM$<rdbms<admin<utlu111i.sAl @OR&!1$;HOM$<rdbms<admin<utltBuv8.sAl 8. !hange to the director% where utlu111i.sAl and utltBuv8.sAl had been co#ied in the #revious ste#.

4tart 4C1DPlus and connect to the database instance as a user with 4E4D/& #rivileges. 2hen run and s#ool the utlu111i.sAl file. Please note that the database should be started using the 4ource Oracle Home (*.8.).F or 1).1.).F or 1).8.).F @ sAl#lus G< as s%sdbaG 4C1? s#ool u#grade;info.log 4C1? H utlu111i.sAl 4C1? s#ool off Preparing !atabase or Upgrade +. !heck for the integrit% of the source database #rior to starting the u#grade b% downloading and running dbu#gdiag.sAl scri#t from below Metalink article 0ote 55''1).1 4cri#t to !ollect D/ "#grade<Migrate Diagnostic Information (dbu#gdiag.sAl If the dbu#gdiag.sAl scri#t re#orts an% invalid obIects= run @OR&!1$;HOM$<rdbms<admin<utlr#.sAl (multi#le times to validate the invalid obIects in the database= until there is no change in the number of invalid obIects. $ cd $ORACLE_HOME/rdbms/admin $ sqlplus "/ as sysdba" SQL> @u lrp!sql Prior to u#grade= resolving invalid obIects under 4E4 and 4E42$M is mandator%. &fter validating the invalid obIects= re.run dbu#gdiag.sAl in the database once again and make sure that ever%thing is fine. -. "#pr#ca #d CO$$EC% R&l# &fter u#grading to Oracle Database 11g Release 1 (11.1 from Oracle Database*i Release 8 (*.8 or Oracle Database 1)g Release 1 (1).1 = the !O00$!2 role has onl% the !R$&2$ 4$44IO0 #rivilegeJ the other #rivileges granted to the !O00$!2 role in earlier releases are revoked during the u#grade. 2o identif% which users and roles in %our database are granted the !O00$!2 role= use the following Auer%7
4$1$!2 grantee 3ROM dba;role;#rivs KH$R$ granted;role L G!O00$!2G &0D grantee 0O2 I0 (G4E4G= GO"210G= G4E42$MG= G!2M4E4G= GD/40MPG=G1O642D/E;&DMI0I42R&2ORG= GORD4E4G=GORDP1"6I04G= GO$M;MO0I2ORG= GKN4E4G= GKNPROMEG=GKN;2$42G= GKN"4$RG= GMD4E4G= G1/&!4E4G= GDM4E4G=GKM4E4G= GO1&PD/&G= GO1&P4:RG= GO1&P;"4$RG=GO1&P4E4G= G$M34E4G= G4E4M&0G= GMDD&2&G=G4I;I03ORM20;4!H$M&G= GMD/G= GODMG J

If users or roles reAuire #rivileges other than !R$&2$ 4$44IO0= then grant the s#ecific reAuired #rivileges #rior to u#grade. 2he u#grade scri#ts adIust the #rivileges for the Oracle.su##lied users.

3rom Oracle 1).8= 'CO$$EC%' role onl% includes GCREA%E SESS(O$G #rivilege. (If %ou are u#grading from 1).8= 0oneed to #erform this ste# . 5. Cr#a # Scrip )&r "*L($+ (In case the database has to be downgraded again During the u#grade to Oracle Database 11g Release 1 (11.1 from Oracle Database *i Release 8 (*.8 or Oracle Database 1)g Release 1 (1).1 = an% #asswords in database links are encr%#ted. 2o downgrade to the original release= all of the database links with encr%#ted #asswords must be dro##ed #rior to the downgrade. !onseAuentl%= the database links do not eFist in the downgraded database. If %ou antici#ate a reAuirement to be able to downgrade to %our original release= then save the information about affected database links from the 4E4.1I0N@ table= so that %ou can re.create the database links after the downgrade.
4$1$!2 G!R$&2$ GOOD$!OD$(".0&M$=GP"/1I!G=G#ublic G OOGD&2&/&4$ 1I0N GOO!HR(1) OOD$!OD$(".0&M$=GP"/1I!G=0ull= G4E4G=GG=".0&M$OOG.G OO 1.0&M$OOchr(1) OOG!O00$!2 2O G OO 1."4$RID OO G ID$02I3I$D /E PGOO1.P&44KORDOOGP "4I06 GGGOO1.HO42OOGGGG OOchr(1) OOGJG 2$M2 3ROM 4E4.1I0N@ 1= 4E4."4$R@ " KH$R$ 1.OK0$RQ L "."4$RQJ

'. !heck for %(MES%AM, -(%H %(ME.O$E Datat%#e 3inding the :ersion of eFisting timeBone files7 In Oracle 1)gR1 and Oracle 1)gR8 4C1? select D from v@timeBone;fileJ (Our version is + If the :ersion of the eFisting timeBone is less than -= then a##l% the #atch for :ersion timeBone files. !hange to the director% that %ou co#ied files to in 4te# 1. 4tart 4C1DPlus and connect to the database instance as a user with 4E4D/& #rivileges. @ sAl#lus P<as s%sdbaP 4C1? s#ool 2imeRone;Info.log 4C1? HutltBuv8.sAl 4C1? s#ool off

If the utltBuv8.sAl scri#t identifies columns with time Bone data affected b% a database u#grade= then make sure %ou are backing u# the data in varchar8 format before %ou a##l% the #atch and u#grade the database. &##l% :ersion.- 2ime Bone files (#atch 5'+88'- . &##l% #atch 5,'55', for Oracle S:M 2ime Rone "#date. (. 0ational !haracter 4et u#grade. (0o &ction reAuired if we are u#grading from 1).8.F ,. Op imi/#r S a is ics Khen u#grading to Oracle Database 11g Release 1 (11.1 = o#timiBer statistics are collected for dictionar% tables that lack statistics. 2his statistics collection can be time consuming for databases with a large number of dictionar% tables= but statistics gathering onl% occurs for those tables that lack statistics or are significantl% changed during the u#grade. Run the 4cri#t <var<orawork<R$RP<11g"#grade<chk;stale;stats.sAl to !heck 4chemas with 4tale 4tatistics. 2o decrease the amount of downtime incurred when collecting statistics= %ou can collect statistics #rior to #erforming the actual database u#grade. &s of Oracle Database 1)g Release 1 (1).1 = Oracle recommends that %ou use the D/M4;42&24.6&2H$R;DI!2IO0&RE;42&24 #rocedure to gather these statistics. 3or eFam#le= %ou can enter the following7 @ sAl#lus P<as s%sdbaP 4C1? $M$! D/M4;42&24.6&2H$R;DI!2IO0&RE;42&24J *. !heck for corru#tion in the dictionar%7 "se the following commands in 4C1DPlus (connected as s%s 7
S# 0#ri)y &)) S# spac# 1 S# lin# 231 S# 4#adin5 &)) S# )##dbac6 &)) S# pa5#s 2111 Sp&&l analy/#!sql SELEC% 'Analy/# clus #r "'77clus #r_nam#77'" 0alida # s ruc ur# cascad#8' 9ROM dba_clus #rs -HERE &:n#r;'S<S' =$(O$ SELEC% 'Analy/# abl# "'77 abl#_nam#77'" 0alida # s ruc ur# cascad#8' 9ROM dba_ abl#s -HERE &:n#r;'S<S' A$" par i i&n#d;'$O'

A$" >i& _ yp#;'(O%' OR i& _ yp# is $=LL? =$(O$ SELEC% 'Analy/# abl# "'77 abl#_nam#77'" 0alida # s ruc ur# cascad# in & in0alid_r&:s8' 9ROM dba_ abl#s -HERE &:n#r;'S<S' A$" par i i&n#d;'<ES'8 sp&&l &))

2his creates a scri#t called anal%Be.sAl. 0ow eFecute the following ste#s. $ sqlplus "/ as sysdba" SQL> @$ORACLE_HOME/rdbms/admin/u l0alid!sql SQL> @analy/#!sql 2his scri#t (anal%Be.sAl should not return an% errors. 1). $nsure that all sna#shot refreshes are successfull% com#leted= and that re#lication is sto##ed. $ sqlplus "/as sysdba" SQL> SELEC% dis inc > runc>las _r#)r#s4?? 9ROM dba_snaps4& _r#)r#s4_ im#s8 11. 4to# the listener for the database7 $ lsnrc l s &p @Lis #n#r $am#> 18. 4to# other eFecutables such as dbconsole= isAl#lus (if %ou have @ emctl sto# dbconsole @ isAl#lusctl sto# 1+. $nsure no files need media recover% $ sqlplus "/ as sysdba" SQL> SELEC% A 9ROM 0$r#c&0#r_)il#8 %4is s4&uld r# urn n& r&:s! $nsure no files are in backu# mode7 SQL> SELEC% A 9ROM 0$bac6up -HERE s a usB;'$O% AC%(CE'8 %4is s4&uld r# urn n& r&:s! 1-. Resolve an% outstanding unresolved distributed transaction7

4C1? select D from dba;8#c;#endingJ If this returns rows %ou should do the following7 4C1? 4$1$!2 local;tran;id 3ROM dba;8#c;#endingJ 4C1? $M$!"2$ dbms;transaction.#urge;lost;db;entr%(GG J 4C1? !OMMI2J 15. Disable all batch and cron Iobs. 1'. $nsure the users s%s and s%stem have Gs%stemG as their default tables#ace. 4C1? 4$1$!2 username= default;tables#ace 3ROM dba;users KH$R$ username in (G4E4G=G4E42$MG J If D$3&"12;2&/1$4P&!$ is an%thing other than 4E42$M tables#ace= modif% the default tables#ace to 4E42$M b% using the below command. 4C1? &12$R user 4E4 default tables#ace 4E42$MJ 4C1? &12$R user 4E42$M default tables#ace 4E42$MJ 1(. $nsure that the aud@ is in the s%stem tables#ace when auditing is enabled. 4C1? 4$1$!2 tables#ace;name 3ROM dba;tables KH$R$ table;nameLG&"D@GJ 1,. !heck whether database has an% eFternall% authenticated 441 users. 4C1? 4$1$!2 name 3ROM s%s.user@ KH$R$ eFt;username I4 0O2 0"11 &0D #assword L G61O/&1GJ If an% 441 users are found then 4te# +1 has to be followed after the u#grade 1*. 0ote down the location of datafiles= redo logs= control files. &lso take a backu# of all configuration files like listener.ora=tnsnames.ora=etc.= from @OR&!1$;HOM$. 4C1? 4$1$!2 name 3ROM v@controlfileJ 4C1? 4$1$!2 file;name 3ROM dba;data;filesJ 4C1? 4$1$!2 grou#Q= member 3ROM v@logfileJ &fter= noting down the locations= 4hutdown the database.

@ sAl#lus P<as s%sdbaP 4C1? shutdown immediateJ 8). /ack "# the Database. 81. Make a backu# of the init>4ID?.ora file. 88. !heck for adeAuate frees#ace on archive log destination file s%stems. 0ote that if %our database is in archivelog mode= then it is alwa%s desirable and advisable to u#grade the database in noarchivelog mode as that will reduce the time taken to u#grade the database. &fter the u#grade %ou can again #ut the database in the archivelog mode. 8+. En0ir&nm#n Cariabl#D 8+. 1. Make sure the following environment variables #oint to the Oracle 11g Release directories7 . OR&!1$;/&4$ . OR&!1$;HOM$ . P&2H @ eF#ort OR&!1$;HOM$L>location of Oracle 11.1? @ eF#ort P&2HL@OR&!1$;HOM$<bin7@P&2H @ eF#ort OR&!1$;/&4$L>Oracle;/ase set during installation? $& # D () ORACLE_*ASE is n& 6n&:nE a) #r s# in5 ,a 4 &:ards 225 Oracl# H&m#E #F#cu # '&rabas#'E :4ic4 :ill p&in 4# l&ca i&n &) bas#! $ &rabas# /&p /&racl# 8+.8. "#date the oratab entr%= to set the new OR&!1$;HOM$ #ointing towards OR!1 and disable automatic startu# 4am#le <etc<oratab Qorcl7<o#t<oracle<#roduct<1).8<db;170 orcl7<o#t<oracle<#roduct<11.1<db;170 $& # D A) #r /# c/&ra ab is upda #d & 4a0# sid and Oracl# H&m# >22!2?E y&u can #F#cu # &ra#n0 >/usr/l&cal/bin/&ra#n0? and s# 4# #n0ir&nm#n ! %4# inpu 4as & b# 4# sid :4ic4 is #n #r#d in /# c/&ra ab a5ains 225 4&m#!

)&r (ns anc#E G&racl#@l&cal4&s HI$ ! &ra#n0 ORACLE_S(" ; G&rclI J &rcl %4# Oracl# bas# )&r ORACLE_HOME;/&p /&racl#/pr&duc /22!2/db_2 is /u12/app/&racl# G&racl#@l&cal4&s HI$

Upgrading !atabase to 11gR1

8-. &t the o#erating s%stem #rom#t= change to the @OR&!1$;HOM$<rdbms<admin director% of 11gR1 Oracle Home @ cd @OR&!1$;HOM$<rdbms<admin @ sAl#lus P< as s%sdbaP 4C1? startup UP"R#!E 4et the s%stem to s#ool results to a log file for later verification after the u#grade is com#leted and start the u#grade scri#t. 4C1? set echo on 4C1? 4POO1 u#grade.log 4C1? Hcatu#grd.sAl 4C1? s#ool off !atabase $ill be s%utdo$n b& catupgrd'sql script' Restart the Instance to reinitialiBe the s%stem #arameters for normal o#eration. 2his restart= following the database shutdown #erformed as #art of the catu#grd.sAl scri#t= flushes all caches= clears buffers= and #erforms other housekee#ing activities. Run the Post."#grade 4tatus 2ool ()R#C*E+,)-E.rdbms.admin.utlu111s'sql which #rovides a summar% of the u#grade at the end of the s#ool log. It dis#la%s the status of the database com#onents in the u#graded database and the time reAuired to com#lete each com#onent u#grade. &n% errors that occur during the u#grade are listed with each com#onent and must be addressed. @ sAl#lus P<as s%sdbaP 4C1? 42&R2"P 4C1? 4C1? Hcatu##st.sAl 2his scri#t can be run concurrentl% with utlr#.sAl. Run utlr#.sAl to recom#ile an%

remaining stored P1<4C1 and Sava code in another session. 4C1? Hutlr#.sAl C4#c6 )&r 4# in #5ri y &) 4# up5rad#d da abas# !heck for the integrit% of the u#graded database b% running dbu#gdiag.sAl scri#t from <var<orawork<R$RP<11g"#grade< If the dbu#gdiag.sAl scri#t re#orts an% invalid obIects= run @OR&!1$;HOM$<rdbms<admin<utlr#.sAl (multi#le times to validate the invalid obIects in the database= until there is no change in the number of invalid obIects. &fter validating the invalid obIects= re.run dbu#gdiag.sAl in the u#graded database once again and make sure that ever%thing is fine.

Post Upgrade Steps

85. Modif% the listener.ora file7 3or the u#graded instance(s modif% the OR&!1$;HOM$ #arameter to #oint to the new OR&!1$;HOM$. 4tart the listener 7 lsnrctl start >1istener 0ame? 8'. En0ir&nm#n Cariabl#D 3K!2! Make sure the following environment variables #oint to the Oracle 11g Release directories7 L ORACLE_*ASE L ORACLE_HOME L ,A%H &lso check that %our oratab file and an% client scri#ts that set the value of OR&!1$;HOM$ #oint to the Oracle Database 11g Release 1 (11.1 home. $& # D () y&u ar# up5radin5 a clus #r da abas#E 4#n p#r)&rm 4#s# c4#c6s &n all n&d#s in :4ic4 4is clus #r da abas# 4as ins anc#s c&n)i5ur#d! 3K!3! Modif% /# c/&ra ab entr% to use automatic startu# 4ID7OR&!1$;HOM$7E

9&r (ns anc#E &rclD/&p /&racl#/pr&duc /22!2/db_2D< 8(. =p5rad# S a is ics %abl#s Cr#a #d by 4# "*MS_S%A%S ,ac6a5# If %ou created statistics tables using the D/M4;42&24.!R$&2$;42&2;2&/1$ #rocedure= then u#grade these tables b% eFecuting the following #rocedure7 $M$!"2$ D/M4;42&24."P6R&D$;42&2;2&/1$(G4E4G=GdictstattabG J In the eFam#le= G4E4G is the owner of the statistics table and GdictstattabG is the name of the statistics table. $Fecute this #rocedure for each statistics table. 8,. C&n)i5ur# 9in#LMrain#d Acc#ss & EF #rnal $# :&r6 S#r0ic#s >-ai in5 )&r "a0#Ns c&n)irma i&n? 8*. !reate a server #arameter file with a initialiBation #arameter file 4C1? create s#file from #fileJ 2his will create a s#file as a co#% of the init.ora file located in @OR&!1$;HOM$<dbs ("0IM +). C4an5# ,ass:&rds )&r Oracl#LSuppli#d Acc&un s De#ending on the release from which %ou u#graded= there might be new Oracle su##lied accounts. Oracle recommends that %ou lock all Oracle su##lied accounts eFce#t for 4E4 and 4E42$M= and eF#ire their #asswords= thus reAuiring new #asswords to be s#ecified when the accounts are unlocked. Eou can view the status of all accounts b% issuing the following 4C1 statement7 4C1? 4$1$!2 username= account;status 3ROM dba;users ORD$R /E usernameJ 2o lock and eF#ire #asswords= issue the following 4C1 statement7 4C1? &12$R "4$R username P&44KORD $MPIR$ &!!O"02 1O!NJ +1. =p5radin5 Oracl# %#F !o#% the following files from the #revious Oracle home to the new Oracle home7 4temming user.dictionar% files "ser.modified NOR$&0;MORPH;1$M$R dictionar% files

"4$R;3I12$R eFecutables 2o obtain a list of the above files= use7 @OR&!1$;HOM$<ctF<admin<ctFf>version?.tFt @OR&!1$;HOM$<ctF<admin<ctFf>version?.sAl where version is *8)=1)1=1)8 3or instance= if u#grading from 1).8.) 1. 3or dictionar% files check @OR&!1$;HOM$<ctF<admin<ctFf1)8.tFt 8. $Fecute the scri#t as database user 4E4=4E42$M= or !2M4E4 @OR&!1$;HOM$<ctF<admin<ctFf1)8.sAl If %our Oracle 2eFt indeF uses NOR$&0;1$M$R which was de#recated in Oracle *i and desu##orted in Oracle 1)g Release 8= see below 0ote for further information on manual migration from NOR$&0;1$M$R to NOR$&0;MORPH;1$M$R. +8. Run adgrants.sql !o#% @&PP1;2OP<admin<adgrants.sAl (adgrants;nt.sAl for Kindows from the administration server node to the database server node. "se 4C1DPlus to connect to the database as 4E4D/& and run the scri#t using the following command7 @ sAl#lus P< as s%sdbaP Hadgrants.sAl (or adgrants;nt.sAl >&PP14E4 schema name? ++. Implement and run AutoConfig Im#lement and run &uto!onfig in the new Oracle home on the database server node. 34. Gather statistics for SYS schema: !o#% @&PP1;2OP<admin<adstats.sAl from the administration server node to the database server node. @ sAl#lus P< as s%sdbaP 4C1? shutdown normalJ 4C1? startu# restrictJ 4C1? Hadstats.sAl 4C1? shutdown normalJ 4C1? startu#J 4C1? eFitJ

+5. Re.create grants and s%non%ms from adadmin. APP !"I#: 1.Important Metalink Documents: "oc I": 4$%&$'.( : Complete Chec)list for *anual +pgrades to ((gR( "oc I" : 4'$,&3.( : -racle Applications Release ((i .ith -racle ((g R( /((.(.01 $. 2he following are known issues with $./usiness 4uite 11i on Database 11g7 2orms compilation issues If %ou encounter a GP1<4C1 $rror *)(G when com#iling a form on 11g database= %ou should com#ile the database obIects that are listed in the error message. 3or eFam#le= if %ou encounter the error7 ,LSLO1PD cann& l&ad library uni A,,S!(M(_(AC_%<,ES >r#)#r#nc#d by A,,S!(M(_(AC_COMMO$_=%(LS? com#ile both #ackages referenced in the error message above as follows7 'al #r pac6a5# A,,S!(M(_(AC_%<,ES c&mpil#8' 'al #r pac6a5# A,,S!(M(_(AC_COMMO$_=%(LS c&mpil#8' Recom#iling the form should then resolve the issue. If %ou encounter G3RM.+)),5 unable to adIust form for out#utG when com#iling a form on 11g database= #lease contact Oracle 4u##ort and reference bug number ''5(+8-.