Sunday, January 4, 2009

Patching FAQS

General Information
1: How often should customers apply minipacks, family packs, and maintenance packs?
A: You should keep your maintenance level up to date in order to:
• Receive the latest fixes.
• Reduce the number of file updates needed for emergency fixes.
• Reduce the possibility of unfulfilled prerequisite patches when applying an emergency fix.
• Make it easier for Oracle Support and Oracle Development to assist you.
• Keep core products such as AD (patches and maintenance fixes), FND (security and technology stack updates), and HR (legislative updates) up to date.

At a minimum, apply maintenance packs to stay within two maintenance releases. For example, since 11.5.10 is currently available, customers at the 11.5.8 (or earlier) level should be planning their upgrade to 11.5.10.

Use minipacks and family packs if you have an immediate need for the latest patch level for a product or product family and cannot wait to apply the corresponding maintenance pack.
2: How do I know what patches or files have been applied to a system? What happened to my applptch.txt?
A: Prior to AD Minipack E, patch history was stored in a text file called applptch.txt in the $APPL_TOP/admin/ directory. AutoPatch appended the applptch.txt file with information about each patch applied.

With AD Minipack E, the new Patch History feature stores all patch information in database tables. If the information cannot be written to the database, it is stored in files in the file system, and is automatically loaded to the database the next time AutoPatch is run. In AD Minipack E, the temporary patch history file was named applptch.txt. In AD Minipack H (and later), there are two patch history files: javaupdates.txt to record patch history about changes to Java files, and adpsv.txt to record patch history about changes to all non-Java files.

The best way to review patch history information is to use the Applied Patches search pages provided by Oracle Applications Manager. The patch history database feature allows you to query on patches or files applied and filter by patch number or file name, as well as date, product, APPL_TOP name, server type, or language.
3: How can I find the latest available minipack, family pack, or maintenance pack?
A: On OracleMetaLink, click the Patches & Updates button on the left-hand side. Choose the Quick Links to the Latest Patchsets, Mini Packs, and Maintenance Packs link to get either:
• A listing of the latest minipacks, family packs, or maintenance pack for the E-Business Suite, or
• A listing of the latest patchsets for Server/Tools products
• A link at the top will allow you toggle between the two lists.


4: Where can I find a list of AutoPatch features and the AD minipacks that introduced them?
A: The Oracle Applications DBA 11i+ Features Matrix (OracleMetaLink ID: 210326.1) contains a list of major AD features in Release 11i and identifies which AD minipack introduced each feature.

5: What is the AD Features matrix printed on the AutoPatch screen and logfiles?
A: AD Feature Versions is a framework created to handle mismatches between the AD code on the file system and the AD objects in the database. Both the version of the feature on the file system and the version of the feature in the database are tracked separately. When the two versions do not match, the feature is disabled, and when the two versions match, the feature is (normally) enabled.

The table below is an example of the information displayed by AD Feature Versions in AD utility log files. The first four columns in the table below represent the name of the feature, whether or not the feature is enabled, the version of the feature in the APPL_TOP, and the version of the feature in the database.
Feature Active? APPLTOP Data Model Flags
CHECKFILE Yes 1 1 Y N N Y N Y
PREREQ Yes 6 6 Y N N Y N Y
CONCURRENT_SESSIONS No 2 2 Y Y N Y Y N
PATCH_TIMING Yes 2 2 Y N N Y N Y
PATCH_HIST_IN_DB Yes 6 6 Y N N Y N Y
SCHEMA_SWAP Yes 1 1 Y N N Y Y Y

The Flags Column values represent:
- 1st flag: Is the feature enabled in the APPL_TOP?
- 2nd flag: Does the feature require an enabling file on the file system?
- 3rd flag: Does the enabling file exist?
- 4th flag: Does the feature depend on any database objects?
- 5th flag: Is the value of the 6th flag relevant?
- 6th flag: Is the feature enabled in the database?
This message is informational in nature only, the AD Feature Versions framework is only used by AD internally and should not be modified unless under explicit instructions from
AD Development.

6: What is a patch driver file? What is the difference between the c driver, d driver, g driver, and u driver?
A: Patch driver files contain commands used by AutoPatch to direct the installation of a patch. There are four types of driver files, and a patch can contain more than one driver.
• Copy driver (c driver): Named c.drv, and contains commands to change Oracle Applications files. The commands include directives to copy/update files, libraries, and/or Java, and commands for generating JAR files and/or C executables. In a multi-node system, run it on all application tier APPL_TOPs.
• Database driver (d driver): Named d.drv, and contains commands to change Oracle Applications database objects, such as PL/SQL and table definitions, or to update or migrate data. In a multi-node system, run it only on the application tier APPL_TOP that implements the administration server.
• Generate driver (g driver): Named g.drv, and contains commands to generate forms, reports, and/or graphics files. In a multi-node system, run it on all application tier APPL_TOPs, unless the APPL_TOP only implements the administration server.
• Unified driver (u driver): Named u.drv, it is a consolidated driver containing all copy, database, and generate actions. Apply this driver to all APPL_TOPs on all application tier servers. AutoPatch knows which commands should be run on each type of application tier. The unified driver requires only a single execution of AutoPatch.

If you merge a patch that contains a unified driver with patches that contain other driver types, the resulting merged patch will contain only a merged unified driver.

7: What releases support unified drivers?
A: All 11i versions of AutoPatch support unified drivers. There is no minimum level. In order to make it easier to turn off entire categories of actions, without having to specify each action type, AD Minipack H introduces simple methods to disable entire categories of actions, for example, adpatch options=nodatabaseportion.

8: What are the patching implications of a multi-node environment? How do I know what type of server/tier/node I am patching?
A: In a multi-node environment, you need to apply the patch, in its entirety, to the node implementing the administration server first. After that you can apply the patch in any order on the remaining nodes.

In many cases the terms 'server', 'tier' and 'node' are used interchangeably and the exact meaning must be inferred from the context. Officially, the terms are different and have a distinct meaning.

• A node (or machine) is a computer.
• A server is a collection of one or more computer processes that perform a specific function.
• A tier is a logical grouping of one or more servers or computer processes.
In Release 11i there are three tiers: desktop, application, and database.
• The desktop tier (generally an end-user PC) does not consist of any servers. Rather it consists of a Web browser that makes use of HTML and a Java applet to provide the user interface.
• The application tier (also called the middle tier) consists of a number of servers, such as the concurrent processing server, Web server, forms server, and administration server. These servers are also referred to as application tier servers. Likewise, the nodes on which such servers run are referred to as application tier server nodes.
• The database tier consists of the database server, which stores all the data in a Release 11i system.

For example, if a node contains only the database server and no other Release 11i software, it is called the database server node, and it is part of the database tier only. However, it is possible for the database server and any of the application tier servers to run on the same node. In this situation, the node can be called the database server node, the forms server node, the Web server node, and so on. Because servers from other tiers are running on one node, the node belongs to more than one tier.

To determine what application tier servers are on each node, refer to the Applications Dashboard in Oracle Applications Manager (information on using Oracle Applications Manager can be found in the Oracle Applications Maintenance Utilities).

9: What is the AutoPatch checkfile feature?
A: This feature reduces patch application downtime by checking to see if a given database action has been performed previously for the associated file contained in the patch. If an action has been performed using the current (or higher) version of a file, AutoPatch omits the action.

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10: Can I run multiple AutoPatch sessions at the same time?
A: You cannot currently run multiple sessions simultaneously. However, patches can be merged and can be applied in a single patching session.

A new AD feature called AD Concurrent Sessions is currently being tested. It uses a system of locks that will prevent incompatible actions from executing at the same time, so compatible actions can be run in parallel. This will allow you to run multiple AutoPatch sessions concurrently.

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11: What are the Oracle Applications patch types?
A: All Applications patches are organized by aggregation level.
• Stand-alone (one-off) Patch: Addresses a single fix or enhancement. Stand-alone patches are released only when there is an immediate need for a fix or enhancement that cannot wait until an aggregate bundling is available. Although stand-alone patches are intended to be as small as possible, they usually include any dependent files that have changed since the base release in order to form a complete patch that can be applied by any customer. The actual number of files changed will depend on the current code level on the system to which the patch is being applied.
• Rollup Patch (RUP): An aggregation of patches that may be at the functional level, or at a specific product/family release level. For example, a Flexfields rollup patch contains all the latest patches related to Flexfields at the time the patch was created. A Marketing Family 11.5.10 rollup patch contains all the latest Marketing patches released since, and applicable to, 11.5.10.
• Minipack: An aggregation of patches at the product level. For example, Inventory Minipack G (11i.INV.G) contains all the latest patches for the Inventory product at the time the minipack was created. Minipacks are named in alphabetical sequence such as 11i.INV.E, 11i.INV.F, 11i.INV.G, and so on. Minipacks are cumulative. In other words, 11i.INV.G contains everything in 11i.INV.F, which contains everything in 11i.INV.E, and so on. The terms patchset and minipack are often used interchangeably.
• Family Pack: An aggregation of patches at the product family level. For example, Financials Family Pack C (11i.FIN_PF.C) contains all the latest patches for products in the Financials family at the time the family pack was created. Family product codes always end in "_PF" and family packs are given alphabetical sequence such as 11i.HR_PF.B, 11i.HR_PF.C, and 11i.HR_PF.D. Family packs are cumulative. In other words, Discrete Manufacturing Family Pack G (11i.DMF_PF.G) contains everything in 11i.DMF_PF.F, which contains everything in 11i.DMF_PF.E, and so on.
• Maintenance Pack: An aggregation of patches for all products in the E-Business Suite. For example, Release 11.5.10 Maintenance Pack contains all the latest code level for all products at the time 11.5.10 was created. Maintenance packs are numbered sequentially such as 11.5.8, 11.5.9, 11.5.10, and are cumulative. In other words, 11.5.10 contains everything in 11.5.9, which contains everything in 11.5.8, and so on.

In addition to releasing a maintenance pack, Oracle also packages a new Rapid Install at each maintenance pack release level. So Applications Release 11.5.10 Rapid Install contains the same applications code level that a customer would get if they applied the Release 11.5.10 Maintenance Pack on an earlier 11i release level. Note that the technology stack could still be different since Rapid Install includes the latest certified technology stack, but the maintenance pack includes only Applications code.

Maintenance packs can be downloaded from OracleMetaLink or ordered as a CD Pack from the Oracle Store.

Patches can also be organized by purpose.

• Diagnostic Patch: Used to gather additional information when a product failure cannot be reproduced by Oracle. The additional information will assist Oracle Support Services and Oracle Development in resolving the failure.
• Interoperability Patch: Allows Oracle Applications to function properly with a newer version of the technology stack. Interoperability patches are typically required with new versions of the database or Applications technology stack.
• Translated Patch: A non-English version of a patch. Release 11i supports 30 non-English languages. Customers who are using languages other than English, need to apply the corresponding translated patch(es) for the languages they are using in addition to any base US patch(es).
• Merged Translation Patch: Provided in real time (without requiring a translator) in the event a translated patch is not available when a customer needs it. A merged translation patch is applied just like a fully translated patch. The fully translated patch is escalated and is usually available within 24 hours. It can be applied safely on top of a merged translation patch.
• Translation Fix: Provided in the event a translation word choice is inappropriate. A translation fix is applied just like a translated patch, except there is no corresponding base US patch.
• New Feature Patch: Introduces new functionality and/or products. It is applied using standard patching utilities.
• Consolidated Update (CU): Improves and streamlines the upgrade and maintenance processes by consolidating certain post-release patches. Most recommended patches and rollups for a particular maintenance release are consolidated into a single patch that is installed immediately following the Maintenance Pack or the Rapid Install. Updates in the CU are predominantly error corrections.
• Family Consolidated Upgrade Patch: All upgrade-related patches consolidated from all the products within a product family. Family consolidated upgrade patches are released as needed and are only available for upgrading to Release 11i from Release 10.7 or 11.0. The Oracle Applications Release Notes lists the most recent patches.
• Documentation Patch: Updates online help.

Help Applying Patches

1: How can I shorten patch application time when applying patches?
A: There are several tips and tricks for shortening the time it takes to apply patches.

• Schedule periodic downtime for proactive maintenance. The more up-to-date your system, the less likely you are to experience known problems, and the easier it is to resolve new issues. Whenever you can test and schedule downtime to apply the latest maintenance or family packs, do so.
• Keep AD code up-to-date. Oracle has put tremendous effort in reducing downtime and improving the maintenance experience. Running at the latest AD minipack level allows you to take full advantage of these efforts.
• Keep your test system current with your production system (see Cloning Oracle Applications Release 11i with Rapid Clone - OracleMetaLink ID 230672.1). As you test the application of a patch, it is imperative that the test be realistic in terms of current patch level and transaction data.
• Consolidate multiple patches into a single, merged patch with AD Merge Patch.
AD Merge Patch is a utility that merges multiple Oracle Applications patches into a single patch. Use it to apply more than one patch during a single downtime. AD Merge Patch reduces patch application time by eliminating redundant patching tasks.

All 11i patches can be merged. If you merge translation patches, AD Merge Patch performs necessary character set conversion at merge time. If you merge patches containing both split (c,d,g) drivers and unified drivers, AD Merge Patch creates a single, unified driver for the merged patch allowing the merged patch to be successfully applied.
• Merge and apply US patches, then merge and apply translation patches. Although US patches must be applied during system downtime, the translation patches can be applied during uptime, as long as users of the affected languages are not using the system.

See Oracle Applications Maintenance Procedures for information on applying translation patches.
• Employ sufficient space. This includes new tablespace for indexes created by the patch. For patches containing large numbers of files, you should also make sure there is sufficient temporary space to contain the unzipped patch and files to be copied into the APPL_TOP.
• Use a shared application tier file system if you have multiple application tier nodes.
In a shared application tier file system installation, the APPL_TOP, COMMON_TOP, and application tier Oracle homes (8.0.6 and iAS) are installed onto a shared disk resource mounted to each node used in the Oracle Applications system. These nodes can be used to provide standard application tier services, such as forms, Web, and concurrent processing.

Refer to Sharing the Application Tier File System on OracleMetaLink (Doc ID: 233428.1) for more information.
• Use the Distributed AD feature to utilize additional hardware during maintenance.
AD has always used a Parallel Jobs System, where multiple AD workers start and are assigned jobs. Information for the Jobs System is stored in the database, and workers receive their assignments by monitoring certain tables in the database.

AD Minipack H introduces Distributed AD, which allows workers to be started on remote machines as well, where they can utilize the additional resources on those machines when completing their assigned jobs. This capability improves scalability, performance, and resource utilization because workers in the same AD session can be started on additional application tier nodes.

Refer to Distributed AD on OracleMetaLink (Doc ID: 236469.1) for more information.
• Use a Staged APPL_TOP to reduce the downtime to just the database update.
A staged Applications system represents an exact copy of your Production system including a copy of the database. Patches are applied to this staged test system, while your Production system remains up. When all patches have been successfully applied to the test system, the reduced downtime for the Production system can begin. The staged APPL_TOP is used both to run the database update into the Production database as well as synchronizing the production APPL_TOP.

Refer to Using a Staged Applications System on OracleMetaLink (Doc ID: 242480.1) for more information.
• Perform uptime maintenance, when possible. Examples of maintenance activities that can be accomplished while users are on the system include:

o Gather Schema Statistics
o Patch the Online Help
o Upload patch history information to the database
o Apply translation patches while users are using different languages (possibly in another time zone)
o Apply the database update component of a translation patch while using the affected language

2: How do I run AutoPatch non-interactively?
A: The AD defaults file allows you to run AutoPatch (or AD Administration) in non-interactive mode. It contains tokens to answer defaults-enabled prompts.
Oracle provides a file called adalldefaults.txt that has tokens for all possible default-enabled prompts. This file is maintained by AutoConfig and can be used as a template when creating defaults files.


3: Do patches need to be applied in a particular order? What is a prerequisite patch?
A: Patches do not need to be applied in a particular order, even though a readme may state a specific order is required, unless one of the patches is an AD patch. This is because you may need to patch the patching utility so that it works properly when you use it to apply subsequent patches.

A prerequisite patch fulfills a dependency for another patch. Strictly speaking, they are co-requisites and can be applied in any order before using the system. We recommend that you merge a patch with its required prerequisites, with the exception of prerequisite patches for the AD product.

Starting with AD Minipack H, AutoPatch has a Prereq feature that, when run with patches containing metadata, automatically determines if prerequisites are not fulfilled and informs you. At this point, you can download the prerequisites, merge them with the patch, restart AutoPatch, and apply the merged patch.

Older patches, or patches whose metadata is missing the prerequisite information, may list prerequisite patches in the patch README.

4: How do I apply multiple translation patches?
A: If an Oracle Applications system contains multiple languages other than American English (US) and you are applying multiple patches for each language, the recommended method is to merge all US patches into a single patch and all patches for every non-US language into a single patch. Then, apply the merged US patch followed by the merged language patch.

You can also merge US patches with the additional language patches or merge each language in separate language-specific patches. Depending on your downtime window and your system topology, it may be necessary to keep the US and non-US patches separate.


5: How can I determine the effects a patch will have on my system?
A: You can submit a specific patch impact analysis request through the Patch Wizard in the Oracle Applications Manager (OAM) 2.2 and later to determine the impact of a patch on your system. The Patch Impact Analysis feature of Patch Wizard provides reports on:

• The total number of files in the patch
• The number of files the patch will install
• The products that will have updated files
• The files that will be introduced by the patch
• The files on the target system that will be changed by the patch
• The files with dependencies on patched files

6: What happens if I run a driver on the wrong application tier server?
A: Because AutoPatch applies only the necessary actions for each type of application tier server, any driver can be applied to any APPL_TOP on any node. However, the sequence is important. Patches without unified drivers must have the drivers applied in the following order: copy driver, database driver, and generate driver.


7: What are AutoPatch restart files?
A: Restart files store information about completed processing in the event of a patch or system failure. They allow AutoPatch, AutoUpgrade, and AD Administration to continue processing at the point where they stopped. Do not modify or delete restart files unless specifically told to do so by Oracle Support Services.

The restart files reside in $APPL_TOP/admin//restart (UNIX) or in %APPL_TOP%\admin\\restart (Windows).


8: If I am applying a patch and it fails, should I simply rerun it from the beginning after fixing the issue?
A: If a patch driver fails, fix the issue and restart AutoPatch. AutoPatch will allow you to continue where the patch left off. Rerunning the patch from the beginning may result in a patch being applied incorrectly.

9: What should I do when the Oracle Applications AutoPatch Prerequisite Checking Feature fails?
A: There are various issues that could cause a failure in the AutoPatch Prerequisite Checking Feature.
Please refer to OracleMetaLink Note 233040.1


10: If a worker fails when AutoPatch is running, what should I do?
A: When a worker fails its job, the AD utility running the worker will take one of several possible actions:

• Defer the job to the end of the list of jobs to run and assign the worker another job
• Set the worker status to Failed and continue to run jobs in other workers
• If all other workers are in failed or waiting state, wait for user input (interactive mode) or exit (non-interactive mode)

If the worker remains in a failed state, examine the worker log file and determine the cause of the failure. The worker log files are named adwork.log (for example adwork01.log or adwork001.log). They are located in the same directory as the main AD utility log file. By default this is under $APPL_TOP/admin//log.

Attempt to correct the problem and restart the failed job. If you cannot determine the cause of the failure, try restarting the failed job to see if it works the second time (it may have failed due to a concurrency or resource issue).

To restart a failed job, run AD Controller and choose the option to restart a failed job. Enter the worker number when prompted. You can use AD Controller to see the status of jobs both before and after restarting them. The status before restarting should be Failed, and the status after restarting should be Fixed, Restart. If you are unable to fix the failed job, contact Oracle Support Services for assistance.

If the AD utility exited after the job failed, you must use AD Controller to restart the failed job before you can restart the AD utility. Otherwise, the AD utility will detect the failed job and shut down again.

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