10 Installing in High Availability Environments: Overview

10.1.1 OracleAS Cold Failover Cluster

Oracle Application Server provides an active-passive model for all its components using OracleAS Cold Failover Clusters. In an OracleAS Cold Failover Cluster configuration, two or more application server instances are configured to serve the same application workload but only one is active at any particular time. These instances can reside on the same machine or on different machines.

The most common properties of an OracleAS Cold Failover Cluster configuration include:

• Shared storage

  The passive Oracle Application Server instance in an active-passive configuration has access to the same Oracle binaries, configuration files, and data as the active instance.

• Virtual hostname

  During OracleAS Infrastructure installation, you can specify a virtual hostname in the Specify Virtual Hostname screen. This OracleAS Infrastructure virtual hostname can be managed by a hardware cluster or a load balancer and is used by the middle-tier and OracleAS Infrastructure components to access the OracleAS Infrastructure. This is regardless of whether the OracleAS Infrastructure is in a single node installation, in the OracleAS Cold Failover Cluster solution, or in the OracleAS Cluster solution.

  The virtual hostname is the hostname associated with the virtual IP. This is the name that is chosen to give the Oracle Application Server middle-tier a single system view of the OracleAS Infrastructure with the help of a hardware cluster or load balancer. This name-IP entry must be added to the DNS that the site uses, so that the middle-tier nodes can associate with the OracleAS Infrastructure without having to add this entry into their local /etc/hosts (or equivalent) file. For example, if the two physical hostnames of the hardware cluster are node1.mycompany.com and node2.mycompany.com, the single view of this cluster can be provided by the name selfservice.mycompany.com. In the DNS, selfservice maps to the virtual IP address of the OracleAS Infrastructure, which either floats between node1 and node2 via a hardware cluster or maps to node1 and node2 by a load balancer, all without the middle tier knowing which physical node is active and actually servicing a particular request.

  
  

  See Also: Oracle Application Server High Availability Guide

  
  

  You cannot specify a virtual hostname during Oracle Application Server middle-tier installation, but you can still use a virtual hostname via a hardware cluster or load balancer by following the post-installation configuration steps for cold failover cluster middle tiers.

• Failover procedure

  An active-passive configuration also includes a set of scripts and procedures to detect failure of the Active instance and to failover to the Passive instance while minimizing downtime.

The advantages of an OracleAS Cold Failover Cluster configuration include:

• Increased availability

  If the active instance fails for any reason or must be taken offline, an identically configured passive instance is prepared to take over at any time.

• Reduced operating costs

  In an active-passive configuration only one set of processes is up and serving requests. Management of the active instance is generally less than managing an array of active instances.

• Application independence

  Some applications may not be suited to an active-active configuration. This may include applications which rely heavily on application state or on information stored locally. An active-passive configuration has only one instance serving requests at any particular time.

In general, the term OracleAS Cold Failover Cluster describes clustering at the Oracle Application Server instance level. However, if it is necessary to call out the specific type of instances being clustered, this document will use OracleAS Cold Failover Cluster (type) to characterize the cluster solution. For example:

• OracleAS Cold Failover Cluster (Identity Management)

• OracleAS Cold Failover Cluster (Middle-Tier)

From the entry point of an Oracle Application Server system (content cache) to the back end layer (data sources), all the tiers that are crossed by a client request can be configured in a redundant manner either in an active-active configuration using OracleAS Clusters or in an active-passive configuration using OracleAS Cold Failover Clusters.

See Chapter 11, "Installing in High Availability Environments: OracleAS Cold Failover Cluster" for installation details.

10.1.2 OracleAS Cluster

Oracle Application Server provides an active-active redundant model for all its components with OracleAS Cluster. In an OracleAS Cluster, two or more Oracle Application Server instances are configured to serve the same application workload. These instances can reside on the same machine or on different machines.The active instances may be front-ended by an external load balancer, which can redirect requests to any of the active instances, or by some other application-level configuration, such as address lists, to distribute the requests.

The most common properties of an OracleAS Cluster configuration include:

• Identical instance configuration

  The instances are meant to serve the same workload or application. Their configuration guarantees that they deliver the same exact reply to the same request. Some configuration properties may be identical and others may be instance-specific, such as local host name information.

• Managed collectively

  Changes made to one system will usually need to be propagated to the other systems in an active-active configuration.

• Operate independently

  In order to provide maximum availability, the loss of one Oracle Application Server instance in an active-active configuration should not affect the ability of the other instances to continue to serve requests.

The advantages of an OracleAS Cluster configuration include:

• Increased availability

  An active-active configuration is a redundant configuration. Loss of one instance can be tolerated because other instance can continue to serve the same requests.

• Increased scalability and performance

  Multiple identically-configured instances provide the capability to have a distributed workload shared among different machines and processes. If configured correctly, new instances can also be added as the demand of the application grows.

In general, the term OracleAS Cluster describes clustering at the Oracle Application Server instance level. However, if it is necessary to call out the specific type of instances being clustered, this document will use OracleAS Cluster (type) to characterize the cluster solution. For example:

• two or more J2EE instances are known as OracleAS Cluster (J2EE)

• two or more OracleAS Portal instances are known as OracleAS Cluster (Portal)

• two or more Oracle Identity Management instances are known as OracleAS Cluster (Identity Management)

For details on OracleAS Cluster (Identity Management), see Chapter 12, "Installing in High Availability Environments: OracleAS Cluster (Identity Management)".

10.1.3 OracleAS Disaster Recovery

OracleAS Disaster Recovery configurations have the following characteristics:

• A production site and a standby site that mirrors the production site. Typically, these sites are located some distance from each other to guard against site failures such as floods, fires, or earthquakes. During normal operation, the production site handles all the requests. If the production site goes down, the standby site takes over and handles all the requests.

• Each site has all the hardware and software to run. It contains nodes for running OracleAS Infrastructure and the middle tiers; load balancers; and DNS servers.

OracleAS Disaster Recovery includes OracleAS Infrastructure and middle tiers. For details, see Chapter 13, "Installing in High Availability Environments: OracleAS Disaster Recovery".

10.1.4 Summary of Differences

Table 10-1 summarizes the differences among the high availability configurations.

10.3.1 Check Minimum Number of Nodes

You need at least two nodes in a high availability configuration. If a node fails for any reason, the second node takes over.

10.3.2 Check That Groups Are Defined Identically on All Nodes

Check that the /etc/group file on all nodes in the cluster contains the operating system groups that you plan to use. You should have one group for the oraInventory directory, and one or two groups for database administration. The group names and the group IDs must be the same for all nodes.

See Section 4.7, "Operating System Groups" for details.

10.3.3 Check the Properties of the oracle User

Check that the oracle operating system user, which you log in as to install Oracle Application Server, has the following properties:

• Belongs to the oinstall group and to the osdba group. The oinstall group is for the oraInventory directory, and the osdba group is a database administration group. See Section 4.7, "Operating System Groups" for details.

• Has write privileges on remote directories.

10.3.4 Check for Previous Oracle Installations on All Nodes

Check that all the nodes where you want to install Oracle Application Server in a high availability configuration do not have existing oraInventory directories.

You need to do this because you want the installer to prompt you to enter a location for the oraInventory directory. The location of the existing oraInventory directory might not be ideal for the Oracle Application Server instance that you are about to install. For example, in OracleAS Cold Failover Cluster, you want the oraInventory directory to be on the shared storage. If the installer finds an existing oraInventory directory, it will automatically use it and will not prompt you to enter a location.

To check if a node contains an oraInventory directory that could be detected by the installer:

1. On each node, check for the /var/opt/oracle/oraInst.loc file.

   If a node does not contain the file, then it does not have an oraInventory directory that will be used by the installer. You can check the next node.

2. For nodes that contain the oraInst.loc file, rename the directory to something else so that the installer does not see it. The installer then prompts you to enter a location for the oraInventory directory.

   The following example renames the oracle directory to oracle.orig (you need to be root to do this):

   prompt> su
   Password: root_password
   # cd /var/opt
   # mv oracle oracle.orig
   
   

When you run the installer to install Oracle Application Server, the installer creates a new /var/opt/oracle directory and new files in it. You might need both oracle and oracle.orig directories. Do not delete either one or rename one over the other.

The installer uses the /var/opt/oracle directory and its files. Be sure that the right oracle directory is in place before running the installer (for example, if you are deinstalling or expanding a product).