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SharePlex 9.0.2 - Upgrade Guide

Where to get SharePlex installers

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.

  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 from version 7.6.3 or higher when configured for an Oracle database running on a Linux or Unix system. For more information, see Upgrade on Linux/Unix for Open Target Databases.

Important!:

  • If you are upgrading both the Oracle database and SharePlex, see Upgrade SharePlex and Oracle at the same time first.
  • 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.

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

  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 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. To upgrade SharePlex for an Oracle database on Linux or Unix, see 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.
  • See 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.

  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!

  • (Oracle) If you are upgrading the Oracle database and SharePlex, see Upgrade SharePlex and Oracle at the same time first.
  • 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, install SharePlex on all nodes of each 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.
  • See 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 spsp_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. Run the appropriate Database Setup utility:

  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.
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