The presentation was part of the SOA Expert Series about upgrading to SOA Suite 12c - Tips and Best Practices from Engineering, Customers and A-team (April 6th 2016). Session Abstract: In this webinar, we put together a panel to share tips, tricks and best practices for upgrading to SOA Suite 12c. By now, many customers have made this transition, but there are still a very large base of 11g installations. This session shared real world experiences and lessons learned from those who have been down this path to those who will follow. As usual, we had an active panel with brief, focused presentations and pointers to much more content which can be digested following the session. On the panel were the SOA product management/engineering team responsible for the upgrade, and partners describing the easiest and hardest parts of their upgrades, as well as very vigorous Q&A via the chat interface. We are now working on compiling the chat discussion into a consolidated Q&A document and will publish that here when available. The recording as well as the full slidedeck can be downloaded under: http://www.middleworks.com/soa-expert/

1. © OPITZ CONSULTING GmbH 2016 Slide 112c Upgrade Experience
April 2016
12c Upgrade Experience
Danilo Schmiedel
Solution Architect | Oracle ACE Director
OPITZ CONSULTING Deutschland GmbH
Mail: danilo.schmiedel@opitz-consulting.com
Twitter: @dschmied
Blog: http://inside-bpm-and-soa.blogspot.com
Lessons Learned and Best Practices

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Oracle SOA 12c @ Opitz
 First Oracle SOA / BPEL project in 2006
 Implemented multiple 10g to 11g projects
 Wide knowledge with Side-by-Side
upgrades based on Enterprise
Deployment Guide
 Oracle Platinum Partner, founded in 1990,
located in Germany and Poland
 Specialized in many products across the Oracle
portfolio
 2 Oracle ACE Directors and 2 Oracle ACEs
 Recognized as one of the leading Oracle
Fusion Middleware Partners
 2015 & 2014: BPM Partner Community Award
2010: Fusion Middleware Award
2008 – 2010: EMEA SOA Community Award
About OPITZ CONSULTING
 Experienced with In-Place Upgrades
long running / stateful processes with
minimal downtime
 Products included in upgraded
solutions:
 Oracle SOA Suite12c
 Oracle OSB 12c
 Oracle BAM 12c

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Reasons for upgrading to 12c
 Enriched Error Hospital with extensive filters, search panels and bulk recovery facilities
 Improved Business Activity Monitoring with multi-browser support
 Embedded (local) SOA Suite in JDeveloper
 Improved MDS integration to share artifacts within and across applications
 Free choice between XSLT / XQuery
 Version 12.2.1 is based on Java 8
 Out-of-the-box Maven Support
 Increased developer productivity with one unified IDE for OSB & SOA
 New REST / JSON Support

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Upgrade Process | Step-by-Step Overview
1. Understand the upgrade process
2. Define a To-Be Topology
3. Decide on an upgrade strategy that fits to your requirements
4. Pre-Upgrade Tasks
5. Install 12c Software
6. Create or upgrade schemas
7. Domain (Re-) Configuration
8. Upgrade the projects (and deploy if needed)
9. Post Upgrade Steps
10. Verify Upgrade Results (Test)
PREPARATION
INFRASTRUCTURE
SETUP
CODE UPGRADE

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Upgrade Process | Step-by-Step – Preparation
1. Understand the upgrade process
 Understand upgrade concepts
 Understand the Basic 12c Upgrade Tasks
 Understand the SOA Cluster Upgrade Topology
 Understand the Oracle Service Bus Upgrade to 12c
 Understand an Upgrade to Business Activity Monitoring in 12c
 Understand SOA Domain Upgrade Restrictions
2. Define a To-Be Topology
 Understand new and changed features of 12c (12.2.1)
 Understand an Enterprise Deployment
 Decide on components (e.g. SOA, OSB, BAM, etc.)
 Shared Weblogic Domain (for OSB / SOA / BAM) vs. separate Weblogic Domains
 Non Cluster vs. Cluster

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Upgrade Process | Step-by-Step – Preparation (2)
3. Decide on an upgrade strategy that fits to your requirements
 In-Place Upgrade
 Schemas and domain directory upgrades are performed "in place" (updates existing 11g files)
 Oracle Home binaries are upgraded "out of place" (binaries are installed in a new directory)
 No need to redeploy composites after upgrade
 Suitable for long running instances which should resume after upgrade
 Side-by-Side Upgrade
 New installation of schemas and domains
 New deployment & configuration of the existing 11g projects
 Suitable in stateless & short-running scenarios
 Appropriate if the targeted sytem architecture should be diferent than with 11g or if the current topology is not
supported

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Upgrade Process | Step-by-Step - Infrastructure
4. Pre-Upgrade Tasks
 Complete all applicable tasks from the Pre-Upgrade Checklist
 Check if your To-Be Topology is supported
 Perform General Pre-Upgrade Tasks
 Perform the SOA-Specific Pre-Upgrade Tasks
 Perform the Pre-Upgrade Tasks for Oracle BAM
 Perform the Pre-Upgrade Tasks for Oracle Service Bus (OSB)
 Validate your starting point which has to be 11.1.1.6 (PS5) or 11.1.1.7 (PS6)
 Calculate system requirements (Memory, Disk Space, Network, OS)
 Make a complete backup of your existing environment
 Make sure that DB, OS and JVM are supported and apply recommended database parameters on the new
installation
 Save copies of customized start scripts, configuration files, policies
 More details: Upgrade Planning Guide and Interoperability and Compatibility Guide

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Upgrade Process | Step-by-Step - Infrastructure (2)
5. Install 12c Software
 Download the Oracle Fusion Middleware Infrastructure distribution from the Oracle ADF download page on
OTN or from the Oracle Software Delivery Cloud
 Download the production distribution for Oracle SOA Suite and Business Process Management from the Oracle
Software Delivery Cloud
 Download the production distribution for Oracle Service Bus from the Oracle Software Delivery Cloud
 Roadmap for Installing and Configuring the Standard Installation Topologies
 Verify the Installation Checklist
 Install Infrastructure distribution and the appropriate components
 Verify the Installation
 For a development or evaluation distribution, see "Downloading Oracle Fusion Middleware 12c (12.2.1)
Development Distributions“

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Upgrade Process | Step-by-Step - Infrastructure (3)
6. Database Schemas
 Create the required Database Schemas
 Preparing to Upgrade SOA Schemas (In-Place Upgrade only)
 Upgrade Schemas with the Upgrade Assistant (In-Place Upgrade only)
7. Domain (Re-) Configuration
 Configure the Domain (Side-by-Side Upgrade)
 Reconfigure the Domain using the Reconfiguration Wizard (In-Place Upgrade)
 Upgrade the Domain Component Configurations using the Upgrade Assistant (In-Place Upgrade)

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Upgrade Process | Step-by-Step - Code Upgrade
8. Upgrade the projects (and deploy if needed)
 Open projects in JDeveloper 12c, the Migration Assistent migrates the project files
 or Upgrade JDeveloper Projects in Bulk
 Migrate Oracle Service Bus Resources from Previous Releases
 Deploy Applications (Side-by-Side Upgrade)
9. Post Upgrade Steps
 General Post-Upgrade Tasks
 Post-Upgrade Tasks for Oracle Service Bus
 Post-Upgrade Tasks for Clusters
 Post-Upgrade Tasks for BAM

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Upgrade Process | Step-by-Step - Code Upgrade
10. Verify your results (Test)
 Testing before and after the upgrade is the key to success!
 Define and document all testcases in advance
 Make sure that you have a complete test approach in place bevore you start your upgrade
 Esablish a test approach that covers all relevant test layers (Elementary Unit Tests, Component Tests, End-to-
End Tests)
 We decided to build our own OC testing framework based on JUnit Standard and SOA Suite APIs to integrate
it within other implementations and to establish a proper test-driven development
 This allows us to
 use the same test approach for BPEL, BPMN, OSB, Java, Human Tasks, XSLT and XQuery…
 re-route external references to a mock service implemented in the same framework (in Java) including
changing references to standard web services so that database or file adapters can also be mocked
 Human task handling (finishing the human task with a predefined outcome and predefined values)
 Smooth integration into continuous integration environment
 More details will be published on http://thecattlecrew.net

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Straight Forward
 Code upgrade with standard composites (using
BPEL, Database and File adapters)  Testcases
successfully completed without any manual rework
 Database Adapter for stored procedure calls
performed well after upgrade
 Successfully transferred config changes like JTA
Transaction Timeout, Transaction Timeout of Beans
and SyncMaxWaitTime
 Enabling of new Auto Purge function to avoid
Database growth
 Deployment via Maven
What we‘ve learned…
Prepare for more complexity
 Upgrading from Oracle BAM 11g to BAM 12c cannot be
handled with the standard upgrade procedures
 OWSM / JDeveloper and Custom Policies because of
deprecated functions
 HA Infrastructure setup took longer than our code
upgrade
 Namespaces / Prefixes of some ext. XPath functions
have changed (solved via search & replace)
 Challenges while upgrading large composites  fixed in
Doc ID 2021736.1
 Version 12.2.1 runs under JDK8 which can result in
additional work

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Best Practices
 High test coverage: define testcases well in advance and compare results before and after the
upgrade
 Use a test framework that allows efficient (re-)execution of testcases for OSB and SOA -
including Mocks, Component and End-to-End Tests (e.g. OC Testframework)
 Testing and pre-upgrade steps are the key points of success
 Documentation about changed configuration parameters is important (document before
upgrade)
 Plan the Infrastructure upgrade well in advance
 Install BAM on a separate WLS domain to decouple runtime and monitoring components from
patching cycles (reduce downtimes)
 Consider BAM Best Practices from the beginning

14. © OPITZ CONSULTING GmbH 2016 Slide 1412c Upgrade Experience
Material
 Presentation: What's Stopping You from Upgrading to Oracle SOA Suite 12c?
http://goo.gl/HGDIqF
 Slideshare: Road to SOA Suite 12c
http://de.slideshare.net/opitzconsulting/doag-2014-roadtosoasuite12cschmiedel
 Video: 2 Minute Tech Tip
https://blogs.oracle.com/archbeat/entry/2mtt
 Troubleshooting the Upgrade
http://docs.oracle.com/middleware/1213/core/FUPSS/know_base.htm#FUPSS339
 Oracle® Fusion Middleware Upgrading to the Oracle Fusion Middleware Infrastructure
https://docs.oracle.com/middleware/1221/core/INFUP/toc.htm
 Oracle® Fusion Middleware Upgrading SOA Suite and Business Process Management
https://docs.oracle.com/middleware/1221/core/FUPSS/toc.htm

15. © OPITZ CONSULTING GmbH 2016 Slide 1512c Upgrade Experience
Contact Details
Danilo Schmiedel
Solution Architect | Oracle ACE Director
OPITZ CONSULTING Deutschland GmbH
Tempelhofer Weg 64, 12347 Berlin, Germany
http://www.opitz-consulting.com
Phone: +49 173 7279001
Mail: danilo.schmiedel@opitz-consulting.com
@dschmied
http://inside-bpm-and-soa.blogspot.com & http://thecattlecrew.net