This document contains instructions for upgrading your SharePlex environment to the current version. It is intended for administrators, consultants, analysts, and any other IT professionals tasked with upgrading SharePlex for Oracle.
For the complete SharePlex documentation set, go to:
See the SharePlex Administrator Guide for instructions for:
See the SharePlex Reference Guide for reference information that you will need from time to time. It includes detailed information about:
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Download the SharePlex installation package that matches the database version and operating system you are using.
Additionally, download any SharePlex patches, so that you can install them after you install the base software.
Go to the Quest Software Support page: http://support.quest.com/
Click Download Software.
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).
You are ready to begin the installation process. Be sure to thoroughly read the version specific Release Notes prior to running the installer.
There are different installers for SharePlex based on the platform type and data store type. This topic helps you understand the differences and the naming conventions used.
The SharePlex installer on Linux and Unix is a self-extracting installation file with the extension .tpm.
Oracle:
There is a separate SharePlex installer build for each supported Oracle database and platform.
SharePlex-release#-build#-DatabaseVersion-platform-version-chipset.tpm
Example: SharePlex-8.0.0-b86-oracle110-aix-52-ppc.tpm
Note: If the operating system version that you have is not listed, choose the highest number that is below your version.
Open Target:
The SharePlex Open Target installer supports all Open Target targets on all supported Linux platforms.
SPX-release#-build#-rh-40-amd64-m64.tpm
Important: If installing SharePlex for an Open Target and the source data is anything other than Oracle Unicode or US7ASCII, conversion must be performed before posting to the Open Target. In this case, you must use the Oracle installer rather than the Open Target installer and install an Oracle client on the target to perform the conversion. For more information, see the Open Target section of the Database checklist
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 Appendix A: Advanced SharePlex installer options.
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:
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.
This section contains important information that you need to know before you select a SharePlex installer and begin the upgrade procedure.
You will need the following information about the installation that you want to upgrade:
If you are upgrading some SharePlex installations in a configuration, but not others, view the SharePlex Release Notes for interoperability support between versions.
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.
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:
To perform conversion with an Oracle client on Linux
To perform conversion with an Oracle client on Windows
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.
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
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
Check 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.
Download the SharePlex installation package that matches the database version and operating system you are using.
Additionally, download any SharePlex patches, so that you can install them after you install the base software.
Go to the Quest Software Support page: http://support.quest.com/
Click Download Software.
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).
You are ready to begin the installation process. Be sure to thoroughly read the version specific Release Notes prior to running the installer.
There is one SharePlex installer for all Open Target targets on all supported Linux platforms. The naming convention is:
SPX-release#-build#-rh-40-amd64-m64.tpm
The Open Target installer does not install SharePlex with any functionality to perform conversion of character sets. See Requirements to support character set conversion to determine if you need to take special steps for character conversion.
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