SharePlex 9.2.7 - Upgrade Guide for Oracle Source

About this Guide

This guide contains instructions for upgrading SharePlex environment. It is intended for administrators, consultants, analysts, and any other IT professionals tasked with upgrading SharePlex for Oracle.

Other SharePlex documentation

For the complete SharePlex documentation set, go to https://support.quest.com/shareplex/technical-documents.

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Before you upgrade

This section contains important information that you need to know before you select a SharePlex installer and begin the upgrade procedure.

Gather the required information

You will need the following information about the installation that you want to upgrade:

• Location of the SharePlex product directory
• Location of the SharePlex variable-data directory (or directories) in this instance of SharePlex.
• Name of the SharePlex administrator group (that contains the SharePlex administrator user).
• The ORACLE_SID and ORACLE_HOME (Oracle) or the database name (Open Target) associated with the installation you are upgrading. To determine this, look in the defaults.yaml file in the data sub-directory of the product directory.

Check interoperability

If you are upgrading some SharePlex installations in a configuration, but not others, view the SharePlex Release Notes for interoperability support between versions. Parameter settings may be required.

Who should perform the upgrade

Some steps in the upgrade procedures require the Administrator authorization level, which normally is only granted to the person or persons designated as the SharePlex Administrators. An upgrade can only be performed by a person who has this authorization and is familiar with SharePlex.

Check for new and deprecated parameters

• Review the release notes and Deprecated Parameters section of the SharePlex Reference Guide to determine if any of the parameters that you are using were deprecated in this release. SharePlex retains backward compatibility of your current parameter settings, including those that are newly deprecated, so that you do not need to stop processes to reconfigure settings. However, you should familiarize yourself with the new parameter or default functionality that replaces a deprecated parameter to determine whether any configuration changes are appropriate.
• Review the New Features in this Release and Enhancements in this release sections of the Release Notes for any new parameters that affect your current configuration. If any upgrade steps are required, they will be noted.

Upgrade on an Oracle source system

These requirements apply to SharePlex when it captures from an Oracle source database.

Requirements to support character set conversion

When replicating to an Open Target target (non-Oracle target), SharePlex supports replication from any Oracle Unicode character set and the US7ASCII character set. SharePlex posts data to Open Target in the Unicode character set, and therefore if the source data is Unicode or US7ASCII, no conversion on the target is required.

However, if the following are true, conversion is required on the target:

• If the character set of the source data is anything other than Oracle Unicode or US7ASCII, you must install an Oracle client on the target to perform the conversion to Unicode for posting to the target.
• If the data must be posted to the target database in any character set other than Unicode, you must install an Oracle client on the target to perform the conversion and use the target command to identify the target character set for Post to use.
• If you are replicating LOB data, conversion is required regardless of what the source character set is.

To perform conversion with an Oracle client on Linux

1. Install an Oracle Administrator client on the target system. The client must be the Administrator installation type. The Instant Client and Runtime installation types are not supported.
2. Set ORACLE_HOME to the client installation. Set ORACLE_SID to an alias or a non-existing SID. SharePlex does not use them and a database does not have to be running.
3. Upgrade SharePlex using the Linux/Unix installer for your operating system.
4. Make certain the SP_OPX_NLS_CONVERSION parameter is set to the default of 1.

To perform conversion with an Oracle client on Windows

1. Install an Oracle Administrator client on the target system. The client must be the Administrator installation type. The Instant Client and Runtime installation types are not supported.
2. In the SharePlex Registry key \HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\QuestSoftware\SharePlex\port_number, set ORACLE_HOME to the Oracle client installation location, and set ORACLE_SID to an alias or a non-existing SID. No Oracle database is required. SharePlex only needs to use the client libraries.
3. Upgrade SharePlex using the Windows installer.
4. Make certain the SP_OPX_NLS_CONVERSION parameter is set to the default of 1.

To apply Unicode and US7ASCII data without conversion

If the source data is Unicode or US7ASCII and you are not replicating LOB data, no conversion or Oracle client is needed. Set the SP_OPX_NLS_CONVERSION parameter to 0 to disable conversion, and then restart Post if it is running.

Verify inclusion of one-off builds

If you have received one-off builds of SharePlex, confirm that those builds are included as fixes in the new release that you are installing. This applies to Linux/Unix only.

To verify one-offs

1. Run the sp-bininfo utility from the util subdirectory of the product directory of your current SharePlex installation.

   $ cd path_to_SharePlex_proddir/util

   $ ./sp-bininfo

2. Compare the CRs of each one-off shown in the sp-bininfo output with the CRs in the Resolved Issues section of the Release Notes that are included with the new SharePlexversion.
3. If any CRs of your one-offs are not shown in the Resolved Issues, the new version does not include that functionality, and you should not proceed with the upgrade. Contact SharePlex support to obtain the missing fixes.

Download the SharePlex installer

There are different installers for SharePlex based on the type of operating system. This topic helps you understand the differences and the naming conventions used.

Linux and Unix

The SharePlex installer on Linux and Unix is a self-extracting installation file with the extension .tpm.

Oracle and Open Target:

There is a separate SharePlex installer build for each supported platform.

SharePlex-release#-build#-platform-chipset.tpm

For Oracle Solaris (Sun), there is a separate SharePlex installer build for each supported operating system version. If the operating system version that you have is not listed, choose the highest number that is below your version.

SharePlex-release#-build#-platform-version-chipset.tpm

The installer creates a temporary target directory, within the current directory, for extraction. This temporary target directory is removed upon installation completion. You can extract the files to a file system that is separate from the SharePlex installation location by using the -t option when running the .tpm file. For additional options, see Advanced SharePlex installer options.

Windows

On Windows, the SharePlex installer is named sp_setup_version.exe. It is a bundle that contains SharePlex binaries for all of the supported databases and versions.

The installer installs the following items:

• The SharePlex binaries and files
• The SharePlex for database program
• The MKS Platform Components program from Parametric Technology Corporation (default C:\Program Files\MKS Toolkit)
• Windows registry entries under \HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432node.
• One or more SharePlex port_number Windows services (depending on the installed configuration)

Do not remove or modify any of these components while SharePlex is in production, including SharePlex Installer. These components all support SharePlex operation or upgrade.

Where to get SharePlex installers

Download the SharePlex installation package that matches the operating system you are using.

Additionally, download any SharePlex patches, so that you can install them after you install the base software.

1. Go to the Quest Software Support page: http://support.quest.com/

2. Click Download Software.

3. In the search box, type SharePlex and press Go.

4. Click the arrow in the Download column for the version you need. You can also click the file name for access to more information and to download the file(s).

5. Transfer the file to system where you are installing SharePlex.

6. You are ready to begin the installation process. Be sure to thoroughly read the version specific Release Notes prior to running the installer.

Upgrade on Linux/Unix for Oracle Database

These instructions are for upgrading SharePlex when configured for an Oracle database running on a Linux or Unix system.

Important!:

• If you are upgrading some SharePlex installations in a configuration, but not others, view the SharePlex Release Notes for interoperability support between versions.
• Perform the upgrade on all Linux machines that host Oracle targets involved in SharePlex replication.
• See Before you upgrade for any pre-installation items that apply to your SharePlex installation.
• You can upgrade SharePlex in the product directory that is currently being used, or you can upgrade to a new product directory. Instructions are supplied for both scenarios.

To upgrade SharePlex in the current product directory

1. Log in to the system as the SharePlex installation owner.

2. (If using copy/append) In sp_ctrl on the target systems, stop sp_sync_launcher before applying the SharePlex upgrade.

   sp_ctrl> stop launcher

3. (If applicable) In sp_ctrl on the source system, use the set param command to stop DDL replication by setting the SP_OCT_REPLICATE_ALL_DDL parameter to 0.

   sp_ctrl> set param SP_OCT_REPLICATE_ALL_DDL 0

4. Shut down the SharePlex instance that you are upgrading.

   sp_ctrl> shutdown

5. Verify that all SharePlex processes in that SharePlex instance are stopped, and stop any that are still running.

   # ps -ef | grep sp_

   sp_ctl> stop process

6. (Optional) If you need to upgrade the Oracle database, do so now.
7. Tar up the existing SharePlex product directory and move the tar file to different location as a backup.

8. Run the SharePlex installation program.

9. Verify that the information shown on the first prompt corresponds to the Oracle version and platform that you are upgrading.

10. Follow the prompts to supply the following information:

    Prompt	Input
    Installation type	Select the current product directory of the SharePlex installation you are upgrading.
    SharePlex Admin group	Select the DBA-privileged group to which the SharePlex Administrator user belongs.
    Proceed with upgrade?	Press Enter to confirm the SharePlex environment and proceed with the upgrade.
    License key (do you want to upgrade?)	Press Enter to accept the default of N (no) to keep the existing license, or enter Y to specify a new license key if required for this upgrade.
    License key	(If Y was selected) Enter the new license key that you received from Quest.
    Customer name	If you added the license key, enter the SiteMessage text string provided by Quest with the license key.

    1. Log in to the system as the user that will be named as the SharePlex Administrator during this installation. This user will own the installation files and binaries.

    2. If sp_cop is running, shut it down.

       sp_ctrl> shutdown

    3. Copy the installation file to a temporary directory where you have write permissions.

    4. Grant executable permissions to the file.

       #chmod 555installation_file

    5. Run the .tpm file. If installing SharePlex in a cluster, run the installer from the primary node (the one to which the shared disk is mounted)

       # ./installation_file

    6. Verify that the information shown on the first screen corresponds to the Oracle version and platform you are upgrading.

    7. You are prompted for the following:

       Prompt	Input
       Installation type	Select <New Installation>.
       Product directory location (path)	Enter the path to the SharePlex installation directory. If the specified directory does not exist, the installer creates it. If the directory exists, it must be empty. The installer quits if the directory contains prior SharePlex installations or other files. In a cluster, install on the shared disk. For more information, see Installation and setup for Oracle cluster.
       Variable data directory location	Specify an empty directory. The installer creates the specified directory if it does not exist. Important! Do not install this directory into the SharePlex product directory. In a cluster, install the variable-data directory on the shared disk. For more information, see Installation and setup for Oracle cluster.
       SharePlex Admin group	Enter the DBA-privileged group to which the SharePlex Administrator user belongs, which will own the SharePlex binaries. If the default group of the SharePlex Administrator is oinstall, select any option, and make certain this user is listed under oinstall in the etc/group file. For more information, see Installer checklist.
       TCP/IP port for SharePlex	Enter the port number to use for SharePlex TCP/IP communications.
       License key (do you have?)	Press Enter to accept the default of Y (yes). If you do not have a license, enter no. For licensing on a cluster, see Installation and setup for Oracle cluster At any point before you run SharePlex you can add the license key with the splex_add_key utility. For more information, see SharePlex license utilities.
       License key	Enter the license key you received from Quest.
       Customer name	Enter the SiteMessage text string provided by Quest with the license key.

    Note: The installer will upgrade the default variable-data directory that is listed in the defaults.yaml file, which is located in the data sub-directory of the product directory.

11. If you have more than one variable-data directory that needs to be upgraded, perform the following steps for each of those directories.

    1. Export the SP_SYS_VARDIR environment variable to the next variable-data directory that you want to upgrade.

    2. Within the variable-data directory that you exported, create a subdirectory named “downgrd” with the same owner and permissions that are assigned to the other subdirectories in that directory.

       cd $SP_SYS_VARDIR

       mkdir downgrd

       chmod 775 downgrd

12. Run the ora_setup Database Setup utility for each variable-data directory in the installation of SharePlex that you upgraded. See Database Setup for Oracle.

13. Start SharePlex using the following syntax with options as appropriate.

    $ cd /productdir/bin

    $ ./sp_cop [-uidentifier] &

    where:

    • -uidentifier starts sp_cop with the unique identifier for the instance you are upgrading, and is only needed if there are multiple instances of sp_cop running on the system.

14. (If applicable) In sp_ctrl on the source system, set the the SP_OCT_REPLICATE_ALL_DDL parameter to 1.

    sp_ctrl> set param SP_OCT_REPLICATE_ALL_DDL 1

To upgrade SharePlex to a new product directory

1. Shut down sp_cop.

   sp_ctrl> shutdown

2. (Optional) If you need to upgrade the Oracle database, do so now.
3. Tar up the existing SharePlex product directory and move the tar file to different location as a backup.
4. Run the SharePlex installer and, when prompted to specify the product directory location, select New Installation.
5. When prompted for the SharePlex product directory path, specify the new product directory path.
6. When prompted for the variable-directory path, specify a new temporary variable-data directory, which will not be used.

7. Export the SP_SYS_VARDIR environment variable to the existing variable-data directory (not the temporary one) that you want to upgrade.

8. Within the existing variable-data directory that you exported, create a subdirectory named “downgrd” with the same owner and permissions that are assigned to the other subdirectories in that directory.

   cd $SP_SYS_VARDIR

   mkdir downgrd

   chmod 775 downgrd

9. Run the ora_setup Database Setup utility using the existing SharePlex Oracle database user. See Database Setup for Oracle.

10. Start sp_cop.

    $ /productdir/bin/sp_cop [-uidentifier] [-s] &