SharePlex 8.6.6 - Upgrade Guide

Upgrade on Linux/Unix for Oracle Database

These instructions are for upgrading SharePlex from version 7.6.3 or higher when configured for an Oracle database running on a Linux or Unix system. See also Upgrade on Linux/Unix for Open Target Databases.

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.
• Make certain you review Before you upgrade for any pre-installation items that apply to your SharePlex installation.

To run the upgrade

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. Run the SharePlex installation program.

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

8. 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.
   ORACLE_SID of the database	Enter the Oracle SID of the database for which you are upgrading SharePlex.
   ORACLE_HOME	Enter the path to the Oracle HOME directory of the selected Oracle SID.
   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.

9. Run ora_setup for each variable-data directory in the installation of SharePlex that you upgraded. See Oracle Setup (ora_setup).

10. 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.

11. (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

Upgrade SharePlex and Oracle at the same time

Follow these instructions if you want to upgrade both SharePlex and Oracle at the same time, without reinstantiating the target data.

Recommended procedure - clean the replication environment then upgrade

These steps apply to UNIX.

1. Shut down sp_cop.

   sp_ctrl> shutdown

2. Upgrade the Oracle database according to Oracle's instructions.

3. Run the SharePlex installer with the following options. Refer to Upgrade on Linux/Unix for Oracle Database for full installation instructions.

   To keep existing SharePlex product directory path:

   1. Tar up the existing product directory and move the tar file to different location.
   2. Run the SharePlex installer and, when prompted to specify the product directory location, select New Installation.
   3. When prompted for the SharePlex product directory path, specify the existing product directory path.
   4. When prompted for the variable-directory path, specify a new temporary variable (SharePlex variable $SP_SYS_VARDIR) directory path.

   To install SharePlex in a new location:

   1. Run the SharePlex installer and, when prompted to specify the product directory location, select New Installation.
   2. When prompted for the SharePlex product directory path, specify the existing product directory path.
   3. When prompted for the variable-directory path, specify a new temporary variable ($SP_SYS_VARDIR) directory path.

   NOTE: A temporary $SP_SYS_VARDIR will be created during installation. Existing SP_SYS_ VARDIR(s) will be upgraded upon starting SharePlex.

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

5. Run the Database Setup (ora_setup) utility using the existing SharePlex Oracle database user.

   For more information, see Oracle Setup (ora_setup).

6. Start sp_cop.

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

   For more information, see Run SharePlex on Unix and Linux.

Upgrade on Linux/Unix for Open Target Databases

These instructions are for upgrading SharePlex when configured for an Open Target database running on a Linux or Unix system. See also Upgrade on Linux/Unix for Oracle Database.

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 Open Target targets involved in SharePlex replication.
• Make certain you review Before you upgrade for any pre-installation items that apply to your SharePlex installation.

To run the upgrade

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. (Reinstallations) If sp_cop is running, shut it down.
3. Copy the installation file to a temporary directory where you have write permissions.

4. Grant executable permissions to the file.

   # chmod 555 installation_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. You are prompted for the following:

   Prompt for:	Input
   Installation type	Select <New Installation>.
   Product directory location (path)	Enter the path to the existing SharePlex installation directory.
   Variable data directory location	Enter the name of the existing variable-data directory.
   SharePlex Admin group	Enter the DBA-privileged group to which the SharePlex Administrator user belongs, which owns the SharePlex binaries.
   TCP/IP port for SharePlex	Enter the port number of the SharePlex instance you are upgrading.
   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.

   The installer displays the location of the install log file and then quits.

7. Run database setup to upgrade the SharePlex database account.

   • HANA Setup (hana_setup)
   • PostgreSQL Setup (pg_setup)
   • Teradata Setup (td_setup)
8. Repeat all of the installation procedures for all Unix and Linux machines that host an Open Target database.

Upgrade on Windows

These instructions are for upgrading from a version of SharePlex that is 7.6.3 or higher.

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 Windows machines that host databases involved in SharePlex replication.

• Do not uninstall SharePlex or the MKS Toolkit® environment before upgrading. Install the upgrade over the existing version.

• On Windows, SharePlex must be installed on all nodes of a cluster, on the same port number, with identical path names. This is required to make the binaries and the required MKS Toolkit components available to all nodes, and to establish Registry entries.
• Make certain you review Before you upgrade for any pre-installation items that apply to your SharePlex installation.

To run the upgrade

1. Log into Windows as the SharePlex Administrator.

2. (If using copy/append) Stop sp_sync_launcher on the target systems before applying the SharePlex upgrade.

   sp_ctrl> stop launcher

3. (Source system only) In sp_ctrl, use the set param command to stop DDL replication (if active) by setting the SP_OCT_REPLICATE_ALL_DDL parameter to 0.

   sp_ctrl>set param SP_OCT_REPLICATE_ALL_DDL 0

   Important! Keep the setting at 0 until prompted otherwise.

4. Stop the SharePlex service:

   1. Run SpUtils from the shortcut on the Windows desktop.
   2. Select the SharePlex Services tab.
   3. Select the correct port, and then stop the SharePlex service.
   4. Close the utility.

5. Run the sp_setup installation program and follow the prompts:

   Prompt	Input
   Destination Folder	Install the upgrade into the existing SharePlex product directory.
   Installation options	Specify the Oracle database version for which you are upgrading SharePlex.
   Port number	Select the port that this instance of SharePlex currently uses.
   Variable Data directory	Specify the existing SharePlex variable-data directory.
   Program Manager group	Specify the existing Programs menu location.
   MKS Platform Components	Appears if this version of SharePlex contains a new version of MKS Toolkit®. Accept the default Program Files location. If prompted to restart your system, you can postpone the restart until after you finish this installation.
   Confirm installation	Confirm the installation information.
   SharePlex license	Accept the existing license shown or enter a new one if applicable.
   Finish	If you were prompted to restart the system after you installed the MKS Toolkit files, you may do so after exiting the installer.

6. Re-run database setup:

   • Oracle: see Oracle Setup (ora_setup)
   • SQL Server: see SQL Server Setup (mss_setup)
7. From SpUtils, start the SharePlex service.
8. (Source only) To enable DDL replication again, set the the SP_OCT_REPLICATE_ALL_DDL parameter to 1.