Contents

Installation and Configuration Roadmap

- 1 Starting Points for Oracle WebCenter Portal Installation

- 2 Installing Oracle WebCenter Portal - Roadmaps

- 3 Patching an Existing Oracle WebCenter Portal 11g Installation - Roadmaps

- 4 Upgrading an Existing Oracle WebCenter 10g Installation - Roadmap

- 5 Documentation Accessibility

Oracle® WebCenter Portal

Installation and Configuration Roadmap

11g Release 1 (11.1.1.8.0) for Windows

E22628-04

July 2013

This documentation roadmap provides instructions on how to install, upgrade, and/or patch Oracle WebCenter Portal, then perform the necessary configurations.

It includes the following topics:

- "Starting Points for Oracle WebCenter Portal Installation"

- "Installing Oracle WebCenter Portal - Roadmaps"

- "Patching an Existing Oracle WebCenter Portal 11g Installation - Roadmaps"

- "Upgrading an Existing Oracle WebCenter 10g Installation - Roadmap"

- "Documentation Accessibility"

1 Starting Points for Oracle WebCenter Portal Installation

In Figure 1, find the starting point that best describes your current environment, then use the links in Table 1 to jump to the Guide that you need.

Figure 1 Starting Points for Oracle WebCenter Portal Installation

Table 1 Starting Points for Oracle WebCenter Portal Installation

Starting Point

Install Summary

Detailed Instructions

New Oracle WebCenter Portal Installation

- Install Oracle WebCenter Portal in a simple, non-clustered topology?

Roadmap

Oracle Fusion Middleware Installation Guide for Oracle WebCenter Portal

- Install Oracle WebCenter Portal in an enterprise topology?

Roadmap

Oracle Fusion Middleware Enterprise Deployment Guide for Oracle WebCenter Portal

Existing Oracle WebCenter Portal Installation

- Upgrade from a previous 11g release to the current version?

Roadmaps

Oracle Fusion Middleware Patching Guide

- Upgrade from a previous 10g release to the current version?

Roadmap

Oracle Fusion Middleware Upgrade Guide for Oracle SOA Suite, WebCenter Portal, and ADF

Note:

For existing installations, note that upgrades may include new features that will need to be configured as described in the Installing Oracle WebCenter Portal - Roadmaps section.

2 Installing Oracle WebCenter Portal - Roadmaps

The roadmaps in this section provide an overview of the steps required to install Oracle WebCenter Portal for the first time and guide you to the documentation. Oracle provides documentation for two installation scenarios:

- Simple topology - install Oracle WebCenter Portal in a simple, non-clustered environment. Figure 2 illustrates the installation process for a simple topology. Use Table 2 to navigate to the appropriate Guide.

- Enterprise topology - install Oracle WebCenter Portal in a distributed environment with built-in security and high availability. Figure 3 illustrates the installation process for an enterprise topology. Use Table 3 to navigate to the appropriate Guide.

Figure 4 shows post-installation steps required to configure Oracle WebCenter Portal components and tools and services that are required for both topologies. Use Table 4 to navigate to the appropriate Guide.

Before you start, you might like to read Oracle Fusion Middleware Installation Planning Guide.

Figure 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology

Use Table 2 to navigate to the appropriate Guide for the installation process for a simple topology.

Table 2 Installing Oracle WebCenter Portal for the First Time - Simple Topology

Task and link to more information

Mandatory or Optional?

Notes

Perform pre-install tasks

Mandatory

Verify system requirements, then install and configure a database

Mandatory

Create schemas

Mandatory

If you want to use WebCenter Portal as well as build Portal Framework applications, you must run the RCU twice as both require their own WEBCENTER schema.

Schemas for the discussions and portlets are also required if you plan to use them. If you plan on using recommendations, then the Activity Graph product needs to be installed. Analytics and Activity Graph can be used only by a single application within a domain. If Activity Graph is installed, the ACTIVITIES schema cannot be shared.

Install Oracle WebLogic Server

Mandatory

Install Oracle WebCenter Portal:

- Download Oracle WebCenter Portal software

- Install Oracle WebCenter Portal

Mandatory

Install other Fusion Middleware products:

- Oracle WebCenter Content

- Oracle SOA Suite

- Oracle Web Tier (Oracle HTTP Server)

Optional

SOA is mandatory for worklists and WebCenter Portal workflows.

Oracle WebCenter Content is mandatory for using Content Presenter, wiki, and documents.

Oracle HTTP Server (OHS) is recommended for Oracle WebCenter Content Server integration and for single sign-on (SSO) since SSO is needed to stop multiple login prompts, and is required for REST and Oracle SOA.

Configure a domain for Oracle WebCenter Portal

Mandatory

You may choose to create a new domain or extend an existing domain for Oracle WebCenter Portal.

Extend the Oracle WebCenter Portal domain to:

- Install additional Oracle WebCenter Portal products

- Create a custom managed server for Portal Framework applications

- Create a custom managed server for Portlet Producer applications

- Enable Oracle BPM Process Spaces

Optional

Oracle does not recommend deploying Portal Framework applications or Portlet Producer applications to the Administration Server or any of the default managed servers created during Oracle WebCenter Portal installation.

Start the servers:

- Set up and start the Node Manager

- Start the Administration Server

- Start managed servers

- Verify the installation

Mandatory

Install and configure external LDAP ID store

Mandatory

Mandatory for Oracle WebCenter Content Server and Discussion server

Configure the domain for Oracle WebCenter Content Server

Optional

Mandatory if using Content Presenter, wikis and documents.

Install, configure, and connect back-end components for Oracle WebCenter Portal tools and services:

- Connect to analytics collector

- Connect to BPEL server

- Connect to discussion server

- Configure WebCenter Portal workflows

- Register portlet producers

- Register pagelet producer

- Connect to presence server

- Configure SES search

- Configure personalization

- Connect to mail server

- Connect to events server

Optional

Mandatory for the Oracle WebCenter Portal tools and services you want to use

See also, Post-Installation Configuration for Oracle WebCenter Portal Components, Tools, and Services.

Figure 3 illustrates the installation process for an enterprise topology. Use Table 3 to navigate to the appropriate Guide.

Figure 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology

Table 3 Installing Oracle WebCenter Portal for the First Time - Enterprise Topology

Task and link to more information

Mandatory or Optional?

Notes

Verify hardware requirements

Mandatory

Verify software requirements

Mandatory

Install and configure a database

Mandatory

Configure network components

Mandatory

Set up shared storage

Optional

Configure credential and policy store

Mandatory

Install Oracle HTTP Server (OHS)

Mandatory

Install WebLogic Server and create a Middleware home

Mandatory

Install Oracle WebCenter Portal

Mandatory

Enable VIP1

Mandatory

Create a domain

Mandatory

Configure Oracle HTTP Server

Mandatory

Extend the domain for SOA components

Optional

Extend domain for Oracle WebCenter Portal components

Mandatory

Option to configure the domain for WebCenter Portal (the out-of-the-box enterprise-ready customizable application) or create a custom managed server for Portal Framework applications and Portlet Producer applications

Set up and start Node Manager

Mandatory

Configure Java Object Cache

Mandatory

Install and configure back-end components for required Oracle WebCenter Portal tools and services:

- Connect to discussion server

- Connect to analytics collector

- Connect to BPEL server

- Configure WebCenter Portal workflows

- Register portlet producers

- Register pagelet producer

- Connect to presence server

- Configure Oracle SES search

- Configure personalization

- Connect to mail server

- Connect to events server

Optional

Mandatory for the Oracle WebCenter Portal tools and services you want to use

See also, Post-Installation Configuration for Oracle WebCenter Portal Components, Tools, and Services

Extend domain for Oracle WebCenter Content Server

Optional

Mandatory for WebCenter Portal

Propagate domain to Oracle WebCenter Portal host

Optional

Mandatory for WebCenter Portal

Set up Content Server for Oracle WebCenter Portal

Optional

Mandatory for WebCenter Portal

Configure inbound refinery and dynamic converter on Content Server

Optional

Mandatory for WebCenter Portal

Configure OHS for Content Server

Optional

Mandatory for WebCenter Portal

Connect Oracle WebCenter Portal to Content Server

Optional

Mandatory for WebCenter Portal

Integrate with Oracle Identity Management

Mandatory

Figure 4 shows post-installation steps required to configure Oracle WebCenter Portal components and tools and services that are required for both simple and enterprise topologies. Use Table 4 to navigate to the appropriate Guide.

Figure 4 Post-Installation Configuration for Oracle WebCenter Portal Components, Tools, and Services

Table 4 Getting Oracle WebCenter Portal Components, Tools, and Services Working

Oracle WebCenter Portal Component/Tool/Service

Feature

Documentation

WebCenter Portal

WebCenter Portal, Oracle's out-of-the-box enterprise-ready customizable application, hosted on the WC_Spaces managed server

Get WebCenter Portal up and running

Documents

Document management, wikis, blogs, Content Presenter

Connect to content repository

Activity Stream

Activity streaming

Requires Oracle WebCenter Content Server to be set up for documents

Discussions and announcement

Discussion forums and announcements

Connect to discussions server

In a clustered environment, additional configuration is required. More

Portlet producers

WSRP, PDK-Java portlets

Register portlet producers

Pagelet producers

Pagelets

Register pagelet producer

Analytics

Analytics reports

Connect to analytics collector

Activity Graph

Recommendation and similar item task flows

Connect to analytics collector

In a clustered environment, the activity graph engine must be targeted to a single managed server (not the cluster). More

Personalization

Personalization scenarios

Configure personalization

Instant Messaging and Presence (IMP)

Presence status, other presence options (such as send mail, send instant message, start phone conference)

Connect to presence server

Events

Personal calendar and portal event management

Connect to events server

Mail

Mail task flow

Connect to mail server

Search

Search task flows

Configure Oracle SES search

Worklist

Worklist task flows

Connect to BPEL server

RSS news feeds

External RSS news feeds

Configure proxy for RSS

REST

RESTful interface to WebCenter Portal tools and services

Configure REST

Subscriptions and notifications

Notifications about subscribed services and objects

Configure notifications

3 Patching an Existing Oracle WebCenter Portal 11g Installation - Roadmaps

Table 5 lists the Oracle WebCenter Portal installation scenarios that you can patch to the latest release 11.1.1.8.0, and guides you to the documentation in Oracle Fusion Middleware Patching Guide.

Before you start, you may also like to read Oracle Fusion Middleware Installation Planning Guide.

Table 5 Applying the Latest Patch to Oracle WebCenter Portal 11g Installations

Starting Point

Documentation Link in Oracle Fusion Middleware Patching Guide

Oracle WebCenter Portal 11.1.1.7.0 Installation

See section "Patching an Oracle WebCenter Portal 11.1.1.7.0 Installation"

Oracle WebCenter Portal 11.1.1.6.0 Installation

See section "Patching an Oracle WebCenter Portal 11.1.1.6.0 Installation"

Oracle WebCenter Portal 11.1.1.4.0 or 11.1.1.5.0 Installation

See section "Patching an Oracle WebCenter 11.1.1.4.0 or 11.1.1.5.0 Installation"

Oracle WebCenter Portal 11.1.1.2.0 or 11.1.1.3.0 Installation

See section "Patching an Oracle WebCenter 11.1.1.2.0 or 11.1.1.3.0 Installation"

Oracle WebCenter Portal 11.1.1.1.0 Installation

See section "Patching an Oracle WebCenter 11.1.1.1.0 Installation"

4 Upgrading an Existing Oracle WebCenter 10g Installation - Roadmap

If you are currently running Oracle WebCenter 10g (10.1.3), you must upgrade your Oracle Application Server 10g environment to Oracle Fusion Middleware 11g. Figure 5 illustrates the steps required. Use Table 6 to navigate to the appropriate Guide.

Before you start, you may also like to read:

- Oracle Fusion Middleware Upgrade Planning Guide

- Oracle Fusion Middleware Installation Planning Guide

- Oracle Fusion Middleware Repository Creation Utility User's Guide

- Oracle Fusion Middleware Concepts

Figure 5 Upgrading from Oracle WebCenter 10g 10.1.3

Use Table 6 to navigate to the appropriate Guide.

Table 6 Upgrading from Oracle WebCenter 10g 10.1.3

Task and link to more information

Mandatory or Optional?

Notes

Prepare for upgrade from 10g

Mandatory

Upgrade Oracle WebCenter environment

Mandatory

Upgrade ADF. Also upgrade Oracle SOA Suite if installed

Upgrade Oracle WebCenter tools and services back-ends (Discussions Server, Wiki and Blog Server, Content Server)

Mandatory

Only mandatory for tools and services that you use

Upgrade Oracle WebCenter applications

Mandatory

Upgrade portlet producers

Mandatory

Migrate data on Oracle Content DB and Oracle Wiki and Blog server

Mandatory

5 Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Oracle WebCenter Portal Installation and Configuration Roadmap, 11g Release 1 (11.1.1.8.0) for Windows

E22628-04

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