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SharePlex 9.2.5 - Upgrade Guide for SQL Server 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

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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.

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.


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.


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.


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, including components for capture from a SQL Server source database.

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:

  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 Open Target Databases

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


  • 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 the appropriate Database Setup utility for your database to upgrade the SharePlex database account. See SharePlex utilities.

  8. Repeat all of the installation procedures for all Unix and Linux machines that host an Open Target database.
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