Oracle Application Serer - Oracle Instant Portal

Tech-Note


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August 2005
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I NTRODUCTI ON
Oracle Instant Portal proides instant out-o-the-box portals or secure publishing and
content sharing, ideal or companies and departments that require cost-eectie, easy-
to-build, easy-to-maintain content portals. Oracle Instant Portal`s debut is part o
Oracle Application Serer 10g Release 2 ,10.1.2.0.1, Standard Ldition One - a new
Oracle Application Serer release designed or small to medium businesses or
departments. Oracle Instant Portal will also be aailable in Oracle Application Serer
10g Release 2 ,10.1.2.0.2, Standard and Lnterprise Lditions.
1his tech note describes how Oracle Application Serer 10g Release 2 ,10.1.2.0.1,
Standard Ldition One customers can take adantage o the additional eatures o Oracle
Application Serer 10g Release 2 ,10.1.2.0.2, Standard and Lnterprise Lditions by
migrating their Oracle Instant Portal page groups rom Oracle Application Serer 10g
Release 2 ,10.1.2.0.1, to Oracle Application Serer 10g Release 2 ,10.1.2.0.2,.
SUPPORTED VERSI ONS
1his tech note applies to migrating Oracle Instant Portal page groups rom 10.1.2.0.1 to
10.1.2.0.2.
DOCUMENTATI ON
1he migration is accomplished by exporting and importing the Oracle Instant Portal
page groups. Steps or perorming exports and imports are ully documented in the
Oracte .ticatiov errer Portat 10g Retea.e 2 ;10.1.2.0.2) Covfigvratiov Cviae chapter titled
Lxporting and Importing Content`.
1his tech note proides an introduction to the migration process and contains
inormation speciic to migrating Oracle Instant Portal. It is intended as a supplement
to the Oracte .ticatiov errer Portat 10g Retea.e 2 ;10.1.2.0.2) Covfigvratiov Cviae, that is,
use this tech note in conjunction with the chapter Lxporting and Importing Content`.
SOFTWARE
Oracle Application Serer 10g Release 2 ,10.1.2.0.2, can be downloaded rom the
Oracle 1echnology Network or ordered on CD using the regular channels.
MI GRATI ON OVERVI EW
Ater you install Oracle Application Serer 10g Release 2 ,10.1.2.0.2, Standard or
Lnterprise Ldition in the coniguration required to support your capacity, ollow these
steps to migrate your Oracle Instant Portal page groups:
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1. Migrate users rom the 10.1.2.0.2 Oracle Internet Directory to the 10.1.2.0.2
Oracle Internet Directory serer.
1his step is required i the target portal will not share the same Oracle Internet
Directory serer. Detailed steps or migrating users in Oracle Internet
Directory serer are ound in the Oracte vtervet Director, .avivi.trator`. Cviae.
2. Check O1N to see i the Oracle Application Serer 10.1.2.1.0 patch is
aailable yet. I it is, it is recommended that you apply that patch to both the
source and target installations beore exporting and importing your Oracle
Instant Portal page groups. I the 10.1.2.1.0 patch is not yet aailable, you may
still export rom your 10.1.2.0.1 installation and import into your 10.1.2.0.2
installation.
3. Lxport the Oracle Instant Portal page group rom the 10.1.2.0.1 installation
,source, and import to the 10.1.2.0.2 installation ,target,.
Here is a summary of the OracleAS Portal export and import process:
1. Create transport sets and extract the content to transport tables. 1ransport sets
contain the portal objects that you are planning to export to your target portal
enironment.
2. Prepare to moe the transport sets rom one system ,source, to another
,target, by using OracleAS Portal export,import command-line scripts to
generate a transport set dump ile.
3. 1ranser the script and dump ile to the target system using l1P or other ile
transer utilities.
4. Inoke the command line script to import the dump ile to the transport tables
on your target system.
5. Import the objects rom the transport tables to the target portal repository
using the 1ransport Set Manager portlet.
Although the instructions in the Oracte .ticatiov errer Portat Covfigvratiov Cviae 10g
Retea.e 2 ;10.1.2.0.2) are or migrating content you manually create in portal, the steps
are the same or migrating Oracle Instant Portals. Just as in OracleAS Portal, an Oracle
Instant Portal`s content is contained in a portal page group as a set o pages, templates,
naigation pages, styles, item types, items, and portlets.
Understanding the Oracle Instant Portal Application
It is important to note that an Oracle Instant Portal page group is a complete entity.
1hat means that you need to migrate the entire page group and should not try to
migrate indiidual objects within the page group. As you prepare to migrate your
Oracle Instant Portal, it is useul to understand the components that make up the
Oracle Instant Portal application.
1he Oracle Instant Portal application consists o:
A page group, containing pages, templates, naigation pages, styles, custom
item types with associated item type procedures, items, database proider
portlets ,with deault settings and user preerences,, and an instance o the
portal custom search portlet with customizations.
Item type procedures as PL,SQL code in the POR1AL schema
1wo UI templates:
OIP_lOML_1LMPLA1L
OIP_LOBS_1LMPLA1L
A database proider in the POR1AL schema
Mid-tier iles: JaaScript library, CSS iles, images, etc.

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1he target Standard or Lnterprise Ldition portal already contains some aspects o the
Oracle Instant Portal application including:
1he item type procedures as PL,SQL code in the POR1AL schema
1he database proider in the POR1AL schema
1he mid-tier iles
1his means you will migrate the page group and UI templates only. Ater you explicitly
select the Oracle Instant Portal page group or migration, the Lxport,Import
Dependency Manager will identiy the UI templates as external objects related to the
page group objects being explicitly exported. \ou will then select the two UI templates
or export, along with the page group, by adding the UI templates to the list o
transport set objects. Since the UI templates are necessary or the page group, you must
always export them along with the page group.
It is not necessary to migrate any other part o the application, such as the database
proider and item type procedures in the POR1AL schema, or application iles rom
the mid-tier, which helps simpliy the export and import process.
Portlet Customizations
OracleAS Portal export and import automatically migrate portlet customizations or you.
Portlet customizations or the home page portlets and the custom search portlet are
migrated with the page group, so you will not need to reconigure these ater
completing the import. loweer, all user preerences, such as those established in the
laorite Contents portlet, will be lost. \hen users log in to the new enironment, they
will need to re-establish their lists o aorite content.
MIGRATING ORACLE INSTANT PORTAL PAGE GROUPS
lollow these steps to export and import your Oracle Instant Portal page groups.
Migrating Your Users
Migrate your users rom your source Oracle Internet Directory to your target Oracle
Internet Directory using the instructions in the in the Oracte vtervet Director,
.avivi.trator`. Cviae.
Lxporting Your Oracle Instant Portal
1. Log in to OracleAS Portal as the portal administrator ,deault user name is
POR1AL,, and create a transport set or export by selecting the Oracle Instant
Portal page group or export. lrom the Naigator, click Lxport next to your
Oracle Instant Portal page group to display the 1ransport Set Manager.
2. Make the transport set name as descriptie as possible and aoid using any
special characters at the start o the name. lor example, Oracte v.tavt Portat
1rav.ort et 21M.Y200:.
Select both check boxes under the 1ransport Set Options:
Lxport Access Control Lists. Includes access control lists associated
with the objects in the transport set.
Validate System 1ables. lor container objects such as a page group,
system tables are always alidated.
Accept the Replace on Import` deault import mode or the page group.
Add to transport set the two UI 1emplates rom the Lxternal Objects list:
OIP_lOML_1LMPLA1L
OIP_LOBS_1LMPLA1L
3. Select Lxport Now to inalize your transport set. In the background, the
objects marked or export are copied to the transport tables or migration.

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I your transport table creation step times out, it may be because your page
group has a lot o content, so the browser is timing out beore the dependency
manager and the pre-check routines complete their calculations. \ou can use
the Oracle Portal Lxport Assistant to export a large page group. 1his tool
creates the transport set, and promotes all external objects. It then submits the
transport set or extraction. 1his tool does the equialent to creating transport
sets in the user interace and clicking on Lxport Now. Reer to the
Coniguration Guide chapter Lxporting and Importing Content` or
instructions or using this tool.
4. Check the log in your transport set manager or any errors by clicking the
View Log of Actions link. Reer to the Coniguration Guide chapter or
instructions or reading the log ile.
5. Choose an appropriate export script based on your operating system, UNIX or
\indows N1, and sae the script ile to your source system. Remember to
include the correct ile extension, .csh or UNIX or .cmd or N1, or example,
MyScript.csh. 1his script is both your export script and your import script.
\hen running the script, you will indicate the mode as export or import.
6. Run your script to create an export dump ile. Be sure to set your Oracle
home enironment ariable ,ORACLL_lOML, to your inrastructure Oracle
home beore running the script.
Usage: MyScript.csh -mode export -s portal_schema
-p portal_password-c connect_string -d dump_ile_name
-mode is the mode or inoking the command line utility
-s portal_schema is the Oracle Database account or portal
-p portal_password is the Oracle Database password or portal
-c connect_string is the 1NS connection inormation to connect to the
database
-d dump_file is the name o the ile to which Oracle export will write

lor example,
MyScript.csh -mode export -s portal -p RLUD\6x4 -c asdb -d export.dmp
. 1ranser your dump ile and export,import script to the computer where your
target installation resides.

Importing Your Oracle Instant Portal
\ou are now working on your target system ,10.1.2.0.2,.
1. 1o import your objects, the contents o the transport set dump ile must irst
be imported to the transport set tables on the target system. Run the same
script used in the export, but this time, with -mode set to import. Be sure to
set your Oracle home to your inrastructure Oracle home beore running the
script.
Usage: MyScript.csh -mode import -s portal_schema
-p portal_password -pu portal_username -pp portal_userpassword
-c connect_string -d dump_ile_name

-mode is the mode or inoking the command line utility
-s portal_schema is the Oracle Database account or portal
-p portal_password is the Oracle Database password or portal
-pu portal_username is the lightweight user name or logging in to portal
rom the browser
-pp portal_userpassword is the lightweight user password or logging in to
portal rom the browser
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-c connect_string is the 1NS connection inormation to connect to the
database
-d dump_file is the name o the ile rom which Oracle import will read

lor example,
MyScript.csh -mode import -s portal -p RLUD\6x4 -pu portal -pp
welcome1 -c asdb -d export.dmp
2. Log in to OracleAS Portal as the portal administrator ,deault user name is
POR1AL,, and locate the Lxport,Import 1ransport Set portlet, installed by
deault on the Administer tab o the Builder page. lrom the vort a 1rav.ort
et area o the portlet, browse and select the transport set you just imported.
\ou will ind it under the same name you gae or the export transport set.
Select Import to proceed.
3. 1o iew the status o the import o your dump ile to the transport set tables,
click the Status icon. Reer to the Coniguration Guide or a description o
each status type, and or instructions to iew a detailed log o the import
process, including debug messages.
4. In the Lxplicitly Selected Objects section, you should see your Oracle Instant
Portal page group and both UI templates listed as explicitly selected objects.
Select Replace on Import next to your page group, to replace the page group
objects i ound in the target portal.
Do not select Replace on Import next to the UI templates. 1his allows you
to reuse the shared objects UI templates rom your target system.
5. On the Main tab, make sure that the Import Access Control Lists option is
selected.
6. Select Import Now to import the objects rom the transport tables.

Ater selecting your transport set or import, i you ind that precheck times
out, it may be because your page group has a lot o content, and your browser
is timing out beore the pre-check routines complete their calculations. \ou
can then run the import script with the automatic merge option. 1his imports
the dump ile into the target system and also starts the import.
lor example,
MyScript.csh -mode import -s portal -p RLUD\6x4 -pu portal -pp
welcome1 -c asdb -d export.dmp -automatic_merge
. Check the log ile or errors. Reer to the Coniguration Guide or a
description o log ile messages you may see.
8. Lnsure that the page group and UI templates hae been imported correctly by
naigating to the Oracle Instant Portal page group and iewing the pages.
Check that the home page portlets hae been imported. Go to the User
Management screen, and check that user priileges hae been imported
correctly.
CONCLUSION

1his tech note introduced the components o Oracle Instant Portals, the Oracle export
and import process, and the steps to migrate Oracle Instant Portals rom 10.1.2.0.1 to
10.1.2.0.2. Please reer to the Oracte .ticatiov errer Portat 10g Retea.e 2 ;10.1.2.0.2)
Covfigvratiov Cviae or a complete set o instructions or Oracle export and import.

OracIe AppIication Server - Migrating OracIe Instant PortaI from OracIe AppIication Server Standard Edition One (10.1.2.0.1) to the Standard and Enterprise Editions (10.1.2.0.2)
August 2005

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