F How to Upgrade to Oracle Grid Infrastructure 11g Release 2

F.1 Back Up the Oracle Software Before Upgrades

Before you make any changes to the Oracle software, Oracle recommends that you create a backup of the Oracle software and databases.

F.2 Unset Oracle Environment Variables

Unset Oracle environment variables.

If you have set ORA_CRS_HOME as an environment variable, following instructions from Oracle Support, then unset it before starting an installation or upgrade. You should never use ORA_CRS_HOME as an environment variable except under explicit direction from Oracle Support.

Check to ensure that installation owner login shell profiles (for example, .profile or .cshrc) do not have ORA_CRS_HOME set.

If you have had an existing installation on your system, and you are using the same user account to install this installation, then unset the following environment variables: ORA_CRS_HOME; ORACLE_HOME; ORA_NLS10; TNS_ADMIN; and any other environment variable set for the Oracle installation user that is connected with Oracle software homes.

F.3 About Oracle ASM and Oracle Grid Infrastructure Installation and Upgrade

In past releases, Oracle Automatic Storage Management (Oracle ASM) was installed as part of the Oracle Database installation. With Oracle Database 11g release 2 (11.2), Oracle ASM is installed when you install the Oracle Grid Infrastructure components and shares an Oracle home with Oracle Clusterware when installed in a cluster such as with Oracle RAC or with Oracle Restart on a standalone server.

If you have an existing Oracle ASM instance, you can either upgrade it at the time that you install Oracle Grid Infrastructure, or you can upgrade it after the installation, using Oracle ASM Configuration Assistant (ASMCA). However, be aware that a number of Oracle ASM features are disabled until you upgrade Oracle ASM, and Oracle Clusterware management of Oracle ASM does not function correctly until Oracle ASM is upgraded, because Oracle Clusterware only manages Oracle ASM when it is running in the Oracle Grid Infrastructure home. For this reason, Oracle recommends that if you do not upgrade Oracle ASM at the same time as you upgrade Oracle Clusterware, then you should upgrade Oracle ASM immediately afterward.

You can perform out-of-place upgrades to an Oracle ASM instance using Oracle ASM Configuration Assistant (ASMCA). In addition to running ASMCA using the graphic user interface, you can run ASMCA in non-interactive (silent) mode.

In prior releases, you could use Database Upgrade Assistant (DBUA) to upgrade either an Oracle Database, or Oracle ASM. That is no longer the case. You can only use DBUA to upgrade an Oracle Database instance. Use Oracle ASM Configuration Assistant (ASMCA) to upgrade Oracle ASM.

F.4 Restrictions for Clusterware and Oracle ASM Upgrades

Oracle recommends that you use CVU to check if here are any patches required for upgrading your existing Oracle Grid Infrastructure 11g release 2 or Oracle RAC database 11g Release 2 installations.

Be aware of the following restrictions and changes for upgrades to Oracle Grid Infrastructure installations, which consists of Oracle Clusterware and Oracle Automatic Storage Management (Oracle ASM):

• To upgrade existing Oracle Clusterware installations to Oracle Grid Infrastructure 11g, your release must be greater than or equal to 10.1.0.5, 10.2.0.3, 11.1.0.6, or 11.2.

• To upgrade existing Oracle Grid Infrastructure installations from 11.2.0.2 to a later release, you must apply patch 11.2.0.2.1 (11.2.0.2 PSU 1) or later.

• If you have Oracle ACFS file systems on Oracle Grid Infrastructure 11g release 2 (11.2.0.1), you upgrade Oracle Grid Infrastructure to any later version (11.2.0.2 or 11.2.0.3), and you take advantage of Redundant Interconnect Usage and add one or more additional private interfaces to the private network, then you must restart the Oracle ASM instance on each upgraded cluster member node.

• Do not delete directories in the Grid home. For example, do not delete Grid_home/Opatch. If you delete the directory, then the Grid infrastructure installation owner cannot use Opatch to patch the grid home, and Opatch displays the error "checkdir error: cannot create Grid_home/OPatch'

• To upgrade existing 11.2.0.1 Oracle Grid Infrastructure installations to Oracle Grid Infrastructure 11.2.0.2, you must first verify if you need to apply any mandatory patches for upgrade to succeed. Refer to Section F.6 for steps to check readiness.

  See Also:

  "Oracle 11gR2 Upgrade Companion" Note 785351.1 on My Oracle Support:

  https://support.oracle.com

• To upgrade existing Oracle Grid Infrastructure from 11.2.0.2, to 11.2.0.3 or later, you must apply patch 11.2.0.2.1 (11.2.0.2 PSU 1) or later.

• To upgrade existing 11.1 Oracle Clusterware installations to Oracle Grid Infrastructure 11.2.0.3 or later, you must patch the release 11.1 Oracle Clusterware home with the patch for bug 7308467.

• Oracle Clusterware and Oracle ASM upgrades are always out-of-place upgrades. With 11g Release 2 (11.2), you cannot perform an in-place upgrade of Oracle Clusterware and Oracle ASM to existing homes.

• If the existing Oracle Clusterware home is a shared home, note that you can use a non-shared home for the Oracle Grid Infrastructure for a Cluster home for Oracle Clusterware and Oracle ASM 11g Release 2 (11.2).

• With Oracle Clusterware 11g release 1 and later releases, the same user that owned the Oracle Clusterware 10g software must perform the Oracle Clusterware 11g upgrade. Before Oracle Database 11g, either all Oracle software installations were owned by the Oracle user, typically oracle, or Oracle Database software was owned by oracle, and Oracle Clusterware software was owned by a separate user, typically crs.

• Oracle ASM and Oracle Clusterware both run in the Oracle Grid Infrastructure home.

• During a major version upgrade to 11g Release 2 (11.2), the software in the 11g Release 2 (11.2) Oracle Grid Infrastructure home is not fully functional until the upgrade is completed. Running srvctl, crsctl, and other commands from the 11g Release 2 (11.2) home is not supported until the final rootupgrade.sh script is run and the upgrade is complete across all nodes.

  To manage databases in the existing earlier version (release 10.x or 11.1) database homes during the Oracle Grid Infrastructure upgrade, use the srvctl from the existing database homes.

• During Oracle Clusterware installation, if there is a single instance Oracle ASM version on the local node, then it is converted to a clustered Oracle ASM 11g Release 2 (11.2) installation, and Oracle ASM runs in the Oracle Grid Infrastructure home on all nodes.

• With Oracle Clusterware 11g Release 2 (11.2) and later, you can perform upgrades on a shared Oracle Clusterware home.

• If a single instance (non-clustered) Oracle ASM installation is on a remote node, which is a node other than the local node (the node on which the Oracle Grid Infrastructure installation is being performed), then it will remain a single instance Oracle ASM installation. However, during installation, if you select to place the Oracle Cluster Registry (OCR) and voting disk files on Oracle ASM, then a clustered Oracle ASM installation is created on all nodes in the cluster, and the single instance Oracle ASM installation on the remote node will become nonfunctional.

• With the release of Oracle Database and Oracle RAC 11g Release 2 (11.2), using Database Configuration Assistant or the installer to store Oracle Clusterware or Oracle Database files on block or raw devices is not supported.

  If you intend to upgrade an existing Oracle RAC database, or an Oracle RAC database with Oracle ASM instances, then you can use an existing raw or block device partition, and perform a rolling upgrade of your existing installation. Performing a new installation using block or raw devices is not allowed.

F.5 Preparing to Upgrade an Existing Oracle Clusterware Installation

If you have an existing Oracle Clusterware installation, then you upgrade your existing cluster by performing an out-of-place upgrade. You cannot perform an in-place upgrade.

This section contains the following topics:

• Checks to Complete Before Upgrade an Existing Oracle Clusterware Installation

• Running the Oracle RACcheck Upgrade Readiness Assessment

F.6 Using CVU to Validate Readiness for Oracle Clusterware Upgrades

Review the contents in this section to validate that your cluster is ready for upgrades.

runcluvfy.sh stage -pre crsinst -upgrade [-n node_list] [-rolling] -src_crshome 
src_Gridhome -dest_crshome dest_Gridhome -dest_version dest_version
[-fixup [-fixupdir path]] [-verbose]

$ ./runcluvfy.sh stage -pre crsinst -upgrade -n node1,node2 -rolling -src_crshome 
/u01/app/grid/11.2.0.1 -dest_crshome /u01/app/grid/11.2.0.2 -dest_version 11.2.0.3.0 -fixup -fixupdir /home/grid/fixup -verbose

F.7 Performing Rolling Upgrades From an Earlier Release

Use the following procedures to upgrade Oracle Clusterware or Oracle Automatic Storage Management:

• Performing a Rolling Upgrade of Oracle Clusterware

• Completing an Oracle Clusterware Upgrade when Nodes Become Unreachable

• Performing a Rolling Upgrade of Oracle Automatic Storage Management

# /u01/app/11.2.0/grid/rootupgrade -force

F.8 Updating DB Control and Grid Control Target Parameters

Because Oracle Clusterware release 2 (11.2) is an out-of-place upgrade of the Oracle Clusterware home in a new location (the Oracle Grid Infrastructure for a Cluster home, or Grid home), the path for the CRS_HOME parameter in some parameter files must be changed. If you do not change the parameter, then you encounter errors such as "cluster target broken" on DB control or Grid control.

Use the following procedure to resolve this issue:

1. Log in to dbconsole or gridconsole.

2. Navigate to the Cluster tab.

3. Click Monitoring Configuration

4. Update the value for Oracle Home with the new Grid home path.

F.9 Unlocking the Existing Oracle Clusterware Installation

After upgrade from previous releases, if you want to deinstall the previous release Oracle Grid Infrastructure Grid home, then you must first change the permission and ownership of the previous release Grid home. Complete this task using the following procedure:

Log in as root, and change the permission and ownership of the previous release Grid home using the following command syntax, where oldGH is the previous release Grid home, swowner is the Oracle Grid Infrastructure installation owner, and oldGHParent is the parent directory of the previous release Grid home:

For example:

#chmod -R 755 /u01/app/11.2.0.1/grid
#chown -R grid /u01/app/11.2.0.1/grid
#chown grid /u01/app/11.2.0.1

After you change the permissions and ownership of the previous release Grid home, log in as the Oracle Grid Infrastructure Installation owner (grid, in the preceding example), and use the 11.2.0.2.0 standalone deinstallation tool to remove the previous release Grid home (oldGH).

You can obtain the standalone deinstallation tool from the following URL:

http://www.oracle.com/technetwork/database/enterprise-edition/downloads/index.html

Click the See All link for the downloads for your operating system platform, and scan the list of downloads for the deinstall utility.

F.10 Downgrading Oracle Clusterware After an Upgrade

After a successful or a failed upgrade to Oracle Clusterware 11g Release 2 (11.2), you can restore Oracle Clusterware to the previous version.

The restoration procedure in this section restores the Oracle Clusterware configuration to the state it was in before the Oracle Clusterware 11g Release 2 (11.2) upgrade. Any configuration changes you performed during or after the Oracle Grid Infrastructure 11g Release 2 (11.2) upgrade are removed and cannot be recovered.

In the following procedure, the local node is the first node on which the rootupgrade script was run. The remote nodes are all other nodes that were upgraded.

To restore Oracle Clusterware to the previous release:

1. Use the downgrade procedure for the release to which you want to downgrade.

   Downgrading to releases prior to 11g release 2 (11.2.0.1):

   On all remote nodes, use the command syntax Grid_home/perl/bin/perl rootcrs.pl -downgrade [-force] to stop the 11g Release 2 (11.2) resources, shut down the 11g Release 2 (11.2) stack.

   Note:

   This command does not reset the OCR, or delete ocr.loc.

   Command syntax is as follows:

   # /u01/app/11.2.0/grid/perl/bin/perl rootcrs.pl -downgrade oldcrshome -version 
   

   For example:

   # /u01/app/11.2.0/grid/perl/bin/perl rootcrs.pl -downgrade oldcrshome 
   /u01/app/crs -version 11.1.0.1.0
   

   Note:

   Ensure that Oracle Clusterware version is specified in the correct format. For example, 11.1.0.1.0.

   If you want to stop a partial or failed 11g Release 2 (11.2) installation and restore the previous release Oracle Clusterware, then use the -force flag with this command.

   Downgrading to a release 11.2.0.1 or later release:

   Use the command syntax /rootcrs.pl -downgrade -oldcrshome oldGridHomePath -version oldGridversion, where oldGridhomepath is the path to the previous release Oracle Grid Infrastructure home, and oldGridversion is the release to which you want to downgrade. For example:

   /rootcrs.pl -downgrade -oldcrshome /u01/app/11.2.0/grid -version 11.2.0.1.0
   

   If you want to stop a partial or failed 11g release 2 (11.2) installation and restore the previous release Oracle Clusterware, then use the -force flag with this command.

2. After the rootcrs.pl -downgrade script has completed on all remote nodes, on the local node use the command syntax Grid_home/crs/install/rootcrs.pl -downgrade -lastnode -oldcrshome pre11.2_crs_home -version pre11.2_crs_version [-force], where pre11.2_crs_home is the home of the earlier Oracle Clusterware installation, and pre11.2_crs_version is the release number of the earlier Oracle Clusterware installation.

   For example:

   # /u01/app/11.2.0/grid/perl/bin/perl rootcrs.pl -downgrade  -lastnode -oldcrshome 
   /u01/app/crs -version 11.1.0.6.0
   

   This script downgrades the OCR. If you want to stop a partial or failed 11g Release 2 (11.2) installation and restore the previous release Oracle Clusterware, then use the -force flag with this command.

3. Log in as the Grid infrastructure installation owner, and run the following commands, where /u01/app/grid is the location of the new (upgraded) Grid home (11.2):

   .Grid_home/oui/bin/runInstaller -nowait -waitforcompletion -ignoreSysPrereqs -updateNodeList -silent CRS=false ORACLE_HOME=/u01/app/grid
   

4. As the Grid infrastructure installation owner, run the command ./runInstaller -nowait -waitforcompletion -ignoreSysPrereqs -updateNodeList -silent CRS=true ORACLE_HOME=pre11.2_crs_home, where pre11.2_crs_home represents the home directory of the earlier Oracle Clusterware installation.

   For example:

   .Grid_home/oui/bin/runInstaller -nowait -waitforcompletion -ignoreSysPrereqs -updateNodeList -silent CRS=true ORACLE_HOME=/u01/app/crs
   

5. For downgrades to 11.2 and later releases

   1. If you are downgrading from Oracle Grid Infrastructure release 2 (11.2.0.4) to an earlier release of 11.2, after execution of rootupgrade.sh is completed on all cluster nodes, run the following command from the 11.2.0.4 Grid home:

      acfsroot uninstall
      

   2. From the earlier release Grid home, run the following command as a privileged user (root):

      acfsroot install
      

   3. On each node, start Oracle Clusterware from the earlier release Oracle Clusterware home using the command crsctl start crs. For example, where the earlier release home is crshome11202, use the following command on each node:

      crshome11202/bin/crsctl start crs

   For downgrades to 11.1 and earlier releases

   You are prompted to run root.sh from the earlier release Oracle Clusterware installation home in sequence on each member node of the cluster. After you complete this task, downgrade is completed.

   Running root.sh from the earlier release Oracle Clusterware installation home restarts the Oracle Clusterware stack, starts up all the resources previously registered with Oracle Clusterware in the older version, and configures the old initialization scripts to run the earlier release Oracle Clusterware stack.

6. Change the following environment variables to point to the directories of the release to which you are downgrading:

   • ORACLE_HOME

   • PATH

   Ensure that your oratab file and any client scripts that set the value of ORACLE_HOME point to the downgraded Oracle home.

F.11 Checking Cluster Health Monitor Repository Size After Upgrading

If you are upgrading from a prior release using IPD/OS to Oracle Grid Infrastructure release 2 (11.2.0.2 and later), then you should review the Cluster Health Monitor repository size (the CHM repository). Oracle recommends that you review your CHM repository needs, and enlarge the repository size if you want to maintain a larger CHM repository.

By default, the CHM repository size for release 11.2.0.3 and later is a minimum of either 1GB or 3600 seconds (1 hour). For release 11.2.0.2 and 11.2.0.3, the CHM repository is one Gigabyte (1 GB), regardless of the size of the cluster.

To enlarge the CHM repository, use the following command syntax, where RETENTION_TIME is the size of CHM repository in number of seconds:

oclumon manage -repos resize RETENTION_TIME

The value for RETENTION_TIME must be more than 3600 (one hour) and less than 259200 (three days). If you enlarge the CHM repository size, then you must ensure that there is local space available for the repository size you select on each node of the cluster. If there is not sufficient space available, then you can move the repository to shared storage.

For example, to set the repository size to four hours:

$ oclumon manage -repos resize 14400