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Preupgrade Tasks for the Test or Production Environment Scenario

Table 10 lists the tasks to complete in preparation for upgrading the test or production environment. See Upgrade Guide for Microsoft Windows for detailed information about each task.

Table 10.  Preupgrade Tasks for the Test or Production Environment Scenario
Step
Date
Owner
Task
1
Day 10
Siebel Upgrade Consultant, DBA
Back up the preupgrade production database. Copy the production database to create a testing database.
2
Day 11
 
Verify the database backup made in Step 1.
3
Day 11
DBA
Upgrade Oracle database server software from 8.0.5 to 8.1.7.
4
Day 11
Siebel Upgrade Consultant, DBA
Adjust the database server configuration parameters to the settings defined in Upgrade Guide for Microsoft Windows to allow for database growth during upgrade.
5
Day 11
Siebel Upgrade Consultant
Copy the production Siebel File System to your test environment. Set the test environment file system with the correct sharing privilege.
6
Day 11
 
Complete all the workflow manager tasks. Make sure there is no record in S_ESCL_REQ table.
7
Day 11
 
Save any interface table data.
8
Day 11
 
Disable any customized database triggers and views.
9
Day 11
Siebel Remote Users,
Siebel Developers,
Siebel Upgrade Consultant
All remote users synchronize their local databases.
10
Day 11
Siebel Upgrade Consultant
Disable transaction merger.
11
Day 11
 
If you use eChannel, eConfigurator, Forecasting, Quotes, or Calendars, prepare application data for upgrade.
12
Day 11
 
Complete Upgrade Planning Worksheet to record the parameters that will be used during the upgrade.
You can find the Upgrade Planning Worksheet in Upgrade Guide for Microsoft Windows.
13
Day 11
 
Stop the following services:
n Siebel Server for the test environment
n Siebel Gateway for the test environment
n Oracle services
14
Day 11
Siebel Upgrade Consultant
n Uninstall all but one of the Siebel 6.3 Tools applications from Siebel Tools developers' workstations. One Siebel Tools application is required to perform subsequent tasks in the upgrade.
n Uninstall Siebel 6.3 database software on the test environment.
n Uninstall Siebel 6.3 application server on the test environment.
n Uninstall Siebel 6.3 gateway server for the test environment.
n Uninstall Oracle client 8.0.5.
15
Day 11
 
Delete all directories related to test environment servers and and restart the machine.
16
Day 11
Desktop Administrator
Install Windows 2000 SP2.
17
Day 11
 
Install Internet Explorer (the most recent version and service pack).
18
Day 11
 
Install IIS 5.0. Make sure you can browse the IIS default page without firewall error.
19
Day 11
 
Install Microsoft Office, Microsoft Outlook, and Adobe Acrobat Reader.
20
Day 11
Desktop Administrator,
Siebel Upgrade Consultant
Set up the Siebel administrator account (SADMIN). See Siebel Server Installation Guide for Microsoft Windows for detailed instructions.
21
Day 11
Siebel Upgrade Consultant
Set IE security levels (for example, to allow Active X).
22
Day 11
 
Log into Siebel 6.0 Tools, and rename Siebel Repository to Prior Customer Repository.
23
Day 11
 
Backup and delete all extra repositories in Siebel 6.0 Tools.
You only need Prior Customer Repository.
    
Planning an Upgrade to Siebel 7