Rolling Patch - OPatch Support for RAC [ID 244241.1]

Rolling Patch - OPatch Support for RAC [ID 244241.1]

Applies to:

Oracle Server - Enterprise Edition - Version: 9.0.1.0 to 11.2.0.2 - Release: 9.0.1 to 11.2
Oracle Server - Standard Edition - Version: 9.0.1.0 to 11.2.0.2   [Release: 9.0.1 to 11.2]
Information in this document applies to any platform.

Purpose

This note is to describe the current support of OPatch for Real Application Clusters. Before reading opatch RAC Support, you should be familiar with single-instance OPatch processing.

For more information about OPatch, please refer to Note 189489.1 - Oracle Data Server Interim Patch Installation (OPatch)

For more information about Oracle Clusterware (CRS) Rolling Upgrades, please refer to <note 338706.1>

Scope and Application

This document is intended for DBAs, System Administrators and Oracle Support Engineers that are going to apply Oracle Interim Patches on RAC environment.

Rolling Patch - OPatch Support for RAC


1 - RAC Patching methods
     patch的方式

OPatch supports 3 different patch methods on a RAC environment:

Patching RAC as a single instance (All-Node Patch)
In this mode, OPatch applies the patch to the local node first, then propagates the patch to all other nodes, and finally updates the inventory. All instances will be down during the whole patching process.
Patching RAC using a minimum down-time strategy (Min. Downtime Patch)
In this mode, OPatch patches the local node, asks users for a sub-set of nodes, which will be the first nodes to be patched. After the initial subset of nodes are patched, Opatch propagates the patch to the other nodes and finally updates the inventory. The downtime would happen between the shutdown of the the second subset of nodes and the startup of the initial subset of nodes patched.
Patching RAC using a rolling strategy - No down time (Rolling Patch)
With this method, there is no downtime. Each node would be patched and brought up while all the other nodes are up and running, resulting in no disruption of the system.

A rolling patch does not always no downtime as some patches require post-installation steps, i.e. running sql scripts to patch the actual database. Please refer to patch readme to find out whether post-installation steps requires downtime.


2 - Flow diagrams
     流程說明

All-Node Patch
. Shutdown all Oracle instances on all nodes
. Apply the patch to the RAC home on all nodes
. Bring all instances up
Minimum downtime
. Shutdown the Oracle instance on node 1
. Apply the patch to the RAC home on node 1
. Shutdown the Oracle instance on node 2
. Apply the patch to the RAC home on node 2
. Shutdown the Oracle instance on node 3
. At this point, instances on nodes 1 and 2 can be brought up
. Apply the patch to the RAC home on node 3
. Startup the Oracle instance on node 3
Rolling patch (no downtime)
. Shutdown the Oracle instance on node 1
. Apply the patch to the RAC home on node 1
. Start the Oracle instance on node 1
. Shutdown the Oracle instance on node 2
. Apply the patch to the RAC home on node 2
. Start the Oracle instance on node 2
. Shutdown the Oracle instance on node 3
. Apply the patch to the RAC home on node 3
. Start the Oracle instance on node 3

3 - How does OPatch select which method to use?
     選擇何種patch方式?

To be eligible to be applied on as a rolling patch, the patch need to meet certain criteria, which are determined by Oracle developers. To be applied on a "rolling fashion", the patch must be designated as a "rolling updatable patch" or simply "rolling patch".

The algorithm used to decide which method is going to be used is the following:

       If (users specify minimize_downtime)
              patching mechanism = Min. Downtime
       else if (patch is a rolling patch)
              patching mechanism = Rolling
            else
                  patching mechanism = All-Node  


4 - Availability of rolling patches
      Rolling patch的可用性

As patches are released they will qualified and identified as a "rolling" or "not rolling patch". While most patches can be applied in a rolling fashion some patches can not be applied in this fashion. Patches that could potentially be installed on rolling fashion include:

   . Patches that do not affect the contents of the database.
   . Patches not related to the RAC internode communication infrastructure.
   . Patches that change procedural logic and do not modify common header definitions of kernel modules. This includes client side patches that only affect utilities like export, import, sql*plus, sql*loader, etc.

Only individual patches -- not patch sets -- will be “rollable”. It should also be noted that a merge patch of a “rolling patch” and an ordinary patch will not be a “rolling patch”.

From 9.2.0.4 on, all patches released will be marked as a "rolling" or "not rolling patch", based on defined set of rules. Patches previously released are packaged as "not rolling".

Because the set of rules currently defined are very conservative, patches released as "not rolling patches", either before and after 9.2.0.4, may be eligible to be re-released as "rolling patches", after analysis from Oracle Development.

If you plan to apply a patch that is marked as "not rolling" and want to check if is possible to take advantage of the rolling patch strategy, please contact Oracle Support.



5 - How to determine if a patch is a "rolling patch" or not? 
     如何得知是否是 rolling patch?

As database user execute the following:

    - 9i or 10gR1: opatch query -is_rolling

    - 10gR2: opatch query -all  [unzipped patch location] | grep rolling

    - 10gR2 on Windows: opatch query -all [unzipped patch location] | findstr rolling

    - Later 10gR2 or 11g: opatch query -is_rolling_patch [unzipped patch location]

The command may not work if unzipped patch location has more than one patch sub-directory, example output while checking CPU patches:

Failed to load the patch object.  Possible causes are:
  The specified path is not an interim Patch shiphome
  Meta-data files are missing from the patch area
  Patch location = /home/oracle/stage/8836308
  Details = Input metadata files are missing.

Patch Location "/home/oracle/stage/8836308" doesn't point to a valid patch area.

OPatch failed with error code 75

Please refer to patch readme to find out whether the patch is rolling patch or not.



6 - Current Limitations 
     限制

. Patching with Shared File System

Currently OPatch treats Shared File System, like CFS, as a single-instance patch.  It means that OPatch will blindly patch files under a given ORACLE_HOME knowing that other nodes will pick up the changes via the Shared File System. Unfortunately, this means that OPatch cannot take advantage of a rolling patch on a Shared File System environment; all nodes must be down throughout the patching process.


. Patching one node at time

The Opatch strategies discussed above (All-Node, Min. Down-Time, and Rolling) presumes that all nodes will be patched at the same time. Additionally, each node can be patched individually, at different times, using the "-local" key word, which will patch only the local node.

也可以參考 http://www.cnblogs.com/wenjiewang/archive/2012/10/23/2735681.html