copyright © 2014 oracle and/or its affiliates. all rights reserved. con7911: building the roadmap...

Copyright © 2014 Oracle and/or its affiliates. All rights reserved.

CON7911: Building the Roadmap to a Successful Oracle Commerce UpgradeOracle Open World

Brian BenjaminConsulting Practice ManagerOracle Commerce Consulting

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 3

Safe Harbor StatementThe following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.


Program Agenda

Roadmap Approach

Scoping Your Upgrade

Planning

Technical Steps to be Considered

1

2

3

4


Approach

Scope Defined

Planning

Design

Development

Testing & Prepare

Load & Performance Testing

Env Readiness (STAG/PROD), Cut-Over Activities

GO Live


Set your Objective

• Scope your upgrade project to focus on your primary objective • Determine timing of upgrade• Review 3rd party supported platforms matrix– Identify all components of hardware and software stack that will be required to

upgraded as a part of the Commerce software upgrade


What to Include

• New version features – which ones and how many?–Option 1 - Limit scope to upgrading the software platform and release new features

after the platform upgrade–Option 2 – Implement several new features along with the software platform upgrade

• Cut-over approach–Option 1 - In-place upgrade–Option 2 - Parallel production environments


Planning

• The more you plan, the smoother the upgrade• Start with review sessions to understand the current state of your platform.– Conduct review sessions for application architecture, hardware / software stack,

database layout and definition, 3rd party integrations, individual components like BCC, CSC, Store Front, Oracle Commerce Guided Search– Identify only the components that need to be modified as a part of the upgrade

• Validate upgrade approach and the migration path to be used– Determine the Search migration path


Planning

• Upgrade or Migration?• Oracle Commerce Guided Search (Endeca) is the Search Engine for v11.0

forward• Legacy ATG Search is phased out for Commerce Service Center (CSC) as of

v11.0

Legacy ATG Search and Oracle Commerce Guided Search


Planning

• The Dynamo-based assembler APIs are recommended• Do you intend to mange the user experience with Oracle Commerce

Experience Manager?• Reconsider the deployment sizing from an Oracle Commerce Guided

Search/Experience Manager point of view

Legacy ATG Search to Oracle Commerce Guided Search


Preparing Schemas for Oracle Commerce v11.1

Run the 9.x to 10.0.x Migration Kit Run the 10.0.3 to 10.1 Migration Kit Run the 10.1.2 to 10.2 Migration Kit Run 10.2 to 11.0 Migration Kit Run the 11.0 to 11.1 Migration Kit

Upgrade From 9.x

Run the 10.0.x to 10.1 Migration Kit Run the 10.1.2 to 10.2 Migration Kit Run 10.2 to 11.0 Migration Kit Run the 11.0 to 11.1 Migration Kit

Upgrade From 10.0.x

Run the 10.1.2 to 10.2 Migration Kit Run 10.2 to 11.0 Migration Kit Run the 11.0 to 11.1 Migration Kit

Upgrade From 10.1.x Run 10.2 to 11.0 Migration Kit Run the 11.0 to 11.1 Migration Kit

Upgrade From 10.2.x

Run the 11.0 to 11.1 Migration KitUpgrade From 11.0


Preparing Web / Application Layer

Re-configure web servers / firewall Upgrade webserver layer, if mandated by

the 3rd party support matrix

Web Layer

Re-configure application server layer Upgrade application server versions, if

mandated by the 3rd party support matrix

Application servers

Install Oracle Commerce 11.0 on a build server

Update build scripts Create / modify build tasks on the build

server

Build process


Design ConsiderationsOracle Commerce

• Analysis and design of the individual components – Store Front, BCC, CSC, Oracle Commerce Guided Search, etc.• Generate design for how the components are going to change as a part of

the upgrade• Identify areas of improvement (to be in tune with best practice

recommendations) post upgrade


Design ConsiderationsUpgrading Oracle Commerce Guided Search

• Recommend using the Assembler API, this API will get everything necessary for your page from Oracle Commerce Guided Search, and other systems, in a single request• Take advantage of the Oracle Commerce Guided Search integration to

quickly index your Product Catalog data with OOTB components• If you use the OOTB integration components you’ll need to use the

Deployment Template for Product Catalog Integration


Design ConsiderationsLegacy ATG Search to Oracle Commerce Guided Search

• You should use the Assembler API, if you are a Guided Search customer (no Experience Manager) since packaged Assembler queries are available to use • Index your data via the OOTB components as long as you have Oracle

Commerce 10.1.2 or later• Design your records to be as lightweight as possible, less records is better• Only add to the Thesaurus entries and stop words that make logical sense.

We have guidelines available. Endeca is more capable from a linguistic point of view.


DevelopmentCoding and Testing

• Upgrade the individual components• Validate the upgraded platform in your DEV environment• Build testing plan – be thorough and conservative in your estimates• Plan for cut-over activities and build an executable play book, and rehearse


Upgrade at a Glance: Technical Tasks

Pre-Upgrade Tasks Installation Database

MigrationApplication

UpgradePre-Go Live

Taskso Backup Databaseo Backup Publishing

Datao Complete all CA

Projectso Shutdown all

Application Serverso Allocate new

Endeca servers

o Install Oracle Commerce Platform

o Copy Oracle Commerce Store Front module: Configure Build & Deploy to new Environment

o Install Oracle Endeca Commerce (MDEX, Platform Services, Tools and Frameworks & CA)

o Review DB Migration Scripts

o Execute Scripts

o Review Migration Notes

o API/Library updateso Iterative resolution

of code/referential errors

o Perform Endeca Migration steps as per documents

o Re-index Endeca Data

o Launch full deployment to all workflow targets

o Clear browser caches

o Clear application server cache

o Regenerate Web Services

o Test upgraded platform & application


Pre-Upgrade TasksPrepare

• Backup Database– Set restore point– Replicate new DB for upgrade

• Backup Publishing Data• Complete Content Administration Projects– Project workflow should be empty


InstallationInstall and Configure

• Install Oracle Commerce Platform• Copy Oracle Commerce StoreFront module• Configure build & deploy to point to new destination• Install Oracle Commerce Guided Search/Experience Manager (MDEX,

Platform Services, Tools & Frameworks and CAS)


Database MigrationSchema and Data Migration

• Review DB Migration Scripts– Check if DB conforms to OOTB Oracle Commerce– Check that tables and indices exist in DB schema

• Execute Scripts– Execute with appropriate DB user– Execute using “nohup”–Monitor logs


Application Migration

• Review Migration Notes– For applications that have their own migration-related requirements, beyond the database

schema– Any applications not listed the Migration Notes can be assumed to have no additional migration

steps

• API/Library updates– Some classes & components might have been deprecated– There might be new OOTB functionalities that can be leveraged

• Iterative resolution of code/referential errors– Identify and resolve application errors (e.g.

ClassNotFoundException, etc.)


The CIM Migration Tool

• With the Oracle Commerce 11.0 release, much of the migration process is performed by a new utility: The Configuration and Installation Manager (CIM) Migration Tool• This tool automates schema and data migration based on your current

installation and your installed migration kits


Test and PrepareGet Ready

• System Integration Testing• User Acceptance Testing• Load / Performance Testing• Prepare for launch• Cut-over and Launch


Pre-Go Live TasksBefore Launch

• Launch full deployment to all workflow targets• Clear Browser caches• Clear application server caches• Regenerate Web Services• Run catalog exports to MDEX• Test upgraded platform & application


Go LiveLaunch

• Restart all web / application servers• Check traffic is flowing to new web / application layer• Check application working internally and externally• Check monitoring systems – monitor logs• Check analytics to ensure conversion, order volume, average order value all

as expected• Keep a close eye on until you have enough traffic to raise your confidence

levels


Post Go-LiveAfter Launch

• Continue to monitor traffic patterns and metrics• Continue to monitor resource utilization on web, app and database layers• Continue to check analytics to ensure conversion, order volume, average

order value all as expected and are sustainable• Start prioritizing the list of ‘nice to have’ features that were identified as a

part of the scoping exercise


Questions?


Appendix


Application Migration: Web Commerce

• A major feature of Oracle Commerce 10.1 was the merge of Commerce B2B and B2C features:– If you are using the B2BCommerce module, then dependencies need to be updated

(applies only if your current version is older than 10.1)– All commerce pipeline changes must be accounted for in migration


Application Migration: Business Control CenterMerchandizing

• If you are using view mappings, then all custom view mappings must be considered for migration• Migrate the versioned file assets• Update custom workflows• Update deployment topology


Application Migration: Commerce Service CenterCSC

• Legacy ATG Search within CSC was removed in version 11.0• Upgrade the JSPs• Upgrade any form-handlers as applicable


Application Migration: Other Miscellaneous ApplicationsOther Applications and Integrations

• Update internal (DPI) user roles in database–With each version, new internal roles and users have been added for new functions

as well as more granularity in access control– This applies to BCC and CSC

• REST WebServices Migration– Regenerate WebServices to update new API references


Application Migration: Oracle Endeca Commerce

• Perform Endeca Migration steps as documented• Update Configuration to point to new CAS instance• Re-Index data• Test updated Experience Manager / Oracle Endeca Commerce environment

copyright © 2014 oracle and/or its affiliates. all rights reserved. con7911: building the roadmap...

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planning upgrade

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