11g Upgrade and Migration Presentation at Chicago User Group

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  • Unlike butterfly – can’t rely purely on instincts – must planWebLogic ServerFile System changesMoving to new hardwareCompany hardware phase-outUpgrade/Change database softwareSearch optionsMigration vs. In placeIn placeLarger chance for downtime.Install another Content Server and upgrade components on it.MigrationRecommended to reduce server downtime.Opportunity to upgrade hardware.Test and validate on final environment without production pressure.New Content Server nameChange address http://server:16200/csAmount of time (if any) Content Server can be down during migration.ComponentsSome may no longer be necessaryPlay with the new system
  • WLS (WebLogic Server) Middleware homeRCU (Repository Creation Utility) creates the database schemaECM install the bits install the instanceConfigure ECM first get to specify something188 page guide
  • Move over configuration to new server using CMU Works well for metadata and workflows Don’t do componentsIdcAnalyze to validate before the moveBuild components on production and move to new server – preference promptsArchive all content from production into new server. Note the day and time.
  • Verify basefunctionality on new server. Gives overview of new features Can save time later in troubleshootingUpgrade components on new server Checkidc output and logsVerify functionality with upgraded version.Production cutover (Archive any new content, DNS changes, typically outside business hours).
  • Archiving can be the longest piece. Verify space.Run IdcAnalyze to reduce archiving and CMU issues.Start Content Server as an app after upgrading.Components All components will need to be retested. Customizations with interface changes will most likely have to be upgraded. Back-end customizations tend to work.
  • Sources:White Paper: Extreme Performance & Scalability with UCM 11ghttp://www.oracle.com/us/products/middleware/content-management/ecm-extreme-performance-wp-077977.pdfWCM: Site Studio 11g New Featureshttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/sitestudio11gnewfeatures_viewlet_swf.htmlThere are also user tutorials for the following which may be useful to demonstrate the simplicity of the system:Creating New Content Profile Checkin and Search Formshttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/basic_content_profile_viewlet_swf.htmlIntegration with Enterprise Managerhttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/enterprisemanager_viewlet_swf.htmlUsing UCM 11g with an External LDAP Providerhttp://download.oracle.com/otndocs/11gViewlets/UCM11gwithExternalLDAP/ucmwithexternalldapprovider_viewlet_swf.htmlRunning Commands for UCM 11g in WLSThttp://download.oracle.com/otndocs/11gViewlets/WLST/runcommandinwlst2_viewlet_swf.html
  • Lots of reasons to upgradeDifferent migration strategiesKeeping current makes each upgrade easier

Transcript

  • 1. ECM 11g MigrationFishbowl Solutions Oracle Content Management Experts Since 199911g@fishbowlsolutions.com952-465-3400
  • 2. Agenda
    Introduction
    Preparation
    Migration
    Validation
    Questions
  • 3. Great Migrations
    Monarch Butterfly
    Beautiful
    Illinois state insect
    • Migrates up to 3000 miles
    • 4. Multiple phases
  • Preparation
    Plan
    • New Architecture
    • 5. Hardware
    • 6. Migration vs. “In place”
    • 7. Downtime
    • 8. Customizations
  • Migrating - Outline
    8 step installation
    WLS (WebLogic Server)
    RCU (Repository Creation Utility)
    ECM
    Configure ECM
    188 page install guide
  • 9. Migrating - Outline
    Long journey - use the tools
    CMU (Configuration Migration Utility)
    IdcAnalyze
    Component Wizard
    Archiver
    Content
    Tables
  • 10. Outline Continued
    Details Matter!
    Verify install
    Upgrade components
    Production cutover
    Archive new content
    DNS changes
    Minimize down time
    Practice!
  • 11. Stay alert!
    Archiver
    Disk space
    Time
    IdcAnalyze
    Archiving and CMU issues.
    Components
    Version compatibility
    IdcToken
    Workflows
    New default URL
    http://server:16200/cs
  • 12. Fishbowl Solutions’ ECM 11g Upgrade & Migration Offering
    Inventory
    Syndicate &
    Retain
    • Notification
    • 15. RSS & Email
    • 16. Process Integration
    Fishbowl Upgrade & Migration Solution
    Extraction
    Fishbowl Plan – 3 Weeks
    • Architecture, Configuration & Metadata/Taxonomy Review
    • 19. Customization Health Check
    • 20. Install of UCM 11g (1 Instance)
    • 21. Fishbowl Solutions’ Content Migrator / EBL
    • 22. Content Migration – up to 5K items
    • 23. Comprehensive Data Transfer Plan
    • 24. Documentation & Knowledge Transfer
    • 25. Plan for Next steps
    • 26. Optional Upgrade Plan Add- Ons – 1 Week Each
    • 27. WCM site migration – 1 site up to 300 pages
    • 28. Workflow / Process Review and migration – 3 workflows migrated, inclusion data transfer plan
    • 29. Integration & Messaging for 11g with Fishbowl Solutions’ Subscription Notifier
    Why You Care:
    Early Adoption gives us experience and insider know-how.
    We can make the process go faster, smoother, and more complete.
    Oracle ACE Recognized
    360o Upgrade & Migration
    Classify
    Ingestion
    More Info: http://bit.ly/9h4y2w
  • 34. Enjoy the journey
    Questions?
    Contact Us:
    Fishbowl Solutions 11g@fishbowlsolutions.com952-465-3400