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Road Map for Performing a Siebel Database Upgrade

Upgrades: All Siebel upgrades.

Environments: Development, production test, production.

Use one of the road maps listed below to guide you through the steps for upgrading your Siebel Database.

Each road map consists of a group of processes. Each process consists of a numbered list of tasks. After you complete the tasks in a process, go on to the next process in the road map. When you have completed all the processes in the road map, the upgrade is complete.

Depending on your database and installed release, you may not need to complete all the tasks in a process. Before starting a task, check the applicability information at the beginning of the task and verify the task applies to your upgrade.

Choose the most applicable road map to perform the upgrade:

• Road Map for Upgrading from Siebel 6.x
• Road Map for Upgrading from Siebel 7.8.1 to Siebel 7.8.2
• Road Map for Upgrading from Siebel 7.x or Siebel 7.8.1 on IBM DB2 UDB for z/OS
• Road Map for Upgrading From Siebel 7.x if You Have a Development Environment
• Road Map for Upgrading From Siebel 7.x Without a Development Environment

Road Map for Upgrading from Siebel 6.x

If you are upgrading from Siebel 6.x, you must first upgrade to Siebel 7.7. Then, you upgrade from Siebel 7.7 to the current release. To upgrade from Siebel 6.x to Siebel 7.7, see the latest Siebel 7.7 version of the Upgrade Guide on Oracle's Siebel SupportWeb.

Direct upgrades from Siebel 6.2.1 of Siebel Financial Services to the current release of Siebel Industry Applications on IBM z/OS platforms are supported. To perform this upgrade, see Upgrade Guide for DB2 UDB for z/OS.

Road Map for Upgrading from Siebel 7.8.1 to Siebel 7.8.2

If you are running Siebel 7.8.1 in your production environment, contact Oracle's Siebel Expert Services for help in upgrading to Siebel 7.8.2.

If you are running Siebel 7.8.1 only in your development or production test environment, choose one of the following strategies to upgrade from Siebel 7.8.1 to 7.8.2.

Upgrade from Siebel 7.8.1 to 7.8.2.

Perform a full upgrade, including repository merge.

• If you selected Incorporate Custom Layout (ICL) to upgrade to 7.8.1 in your development environment, you cannot choose it again when upgrading to 7.8.2. Contact Siebel Oracle's Siebel Expert Services for help if you selected ICL at 7.8.1 and need to preserve your Siebel 7.0.x or 7.5.x UI look-and-feel at 7.8.2.
• Upgrade the development and production test environments, using the 7.8.2 Maintenance Release and any related fixpacks.

  You do not need to install a new Siebel Database in these environments.

  To install the 7.8.2 Maintenance Release and fixpacks, see Siebel Installation Guide for the operating system you are using.

• Upgrade the production environment using the full 7.8.2 Release distribution plus any related fixpacks.
• Use the following road map to upgrade the development, production test, and production environments to Siebel 7.8.2:
  1. Process of Planning a Siebel Database Upgrade
  2. Process of Upgrading a Siebel Development Environment
  3. Process of Upgrading a Siebel Production Test Environment
  4. Process of Tuning Siebel Upgrade Performance
  5. Process of Upgrading a Siebel Production Environment

Return to Siebel 7.x, then upgrade to 7.8.2.

In this strategy, you return your development and production test environment installations to your previously-installed 7.x release. You then perform a standard upgrade to Siebel 7.8.2.

• You can select ICL for this upgrade.
• In your development and production test environments, uninstall Siebel 7.8.1, and install your previously-installed Siebel 7.x Release. For example, uninstall Siebel 7.8.1 and install Siebel 7.7.

  To uninstall or install a Release, see Siebel Installation Guide for the operating system you are using.

• In your development and production test environments, install the Siebel Database from your previously-installed release. For example, in each environment, retrieve and install the 7.7 Siebel Database.
• Upgrade the development, production test, and production environments to Siebel 7.8.2 using the full 7.8.2 Release distribution plus any related fixpacks. Use the following road map to upgrade your environments:
  1. Process of Planning a Siebel Database Upgrade
  2. Process of Upgrading a Siebel Development Environment
  3. Process of Upgrading a Siebel Production Test Environment
  4. Process of Tuning Siebel Upgrade Performance
  5. Process of Upgrading a Siebel Production Environment

Uninstall Siebel 7.81 then install 7.8.2.

In this strategy you do not perform an upgrade in the development and production test environments. Instead, you uninstall Siebel 7.8.1 and the Siebel Databases in these environments. Then you install a full Siebel 7.8.2 distribution and new Siebel Database.

• Choose this option if you are evaluating Siebel 7.8.1 and did not have a previous Siebel Release installed.
• To uninstall or install a Release, see Siebel Installation Guide for the operating system you are using.

Road Map for Upgrading from Siebel 7.x or Siebel 7.8.1 on IBM DB2 UDB for z/OS

Upgrading from Siebel 7.x or Siebel 7.8.1 on IBM DB2 UDB for z/OS is described in Upgrade Guide for DB2 UDB for z/OS.

Road Map for Upgrading From Siebel 7.x if You Have a Development Environment

If you are upgrading and have a development environment, complete the processes in this road map in the order shown:

1. Process of Planning a Siebel Database Upgrade.
2. Process of Upgrading a Siebel Development Environment.
3. Process of Upgrading a Siebel Production Test Environment.
4. Process of Upgrading a Siebel Production Environment.

Road Map for Upgrading From Siebel 7.x Without a Development Environment

If you are upgrading and do not have a development environment, complete the processes in this road map in the order shown.

Upgrading without a development environment means the following are true:

• You are running an uncustomized, out-of-the box version of Siebel applications.
• You have not used Siebel Tools to create or modify any objects or logical schema definitions in the Siebel Repository.
• You have not modified the physical schema in the Siebel Database.

If your upgrade meets these criteria, complete the following processes in the order shown:

2. Preparing for a No-Development-Environment Siebel Upgrade.
3. Perform a production test environment upgrade. See Process of Upgrading a Siebel Production Test Environment.
4. Upgrade your production environment. See Process of Upgrading a Siebel Production Environment.