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Siebel Database Upgrade Guide

What's New in This Release

About Siebel Database Upgrade Topics

How the Siebel Database Upgrade Topics Are Organized

About Applicability of Siebel Database Upgrade Topics

About Terms Used in Siebel Database Upgrade Topics

About File Paths and Commands in Siebel Database Upgrade Topics

How to Perform a Siebel Database Upgrade

Road Map for Performing a Siebel Database Upgrade

Process of Planning a Siebel Database Upgrade

Process of Upgrading a Siebel Development Environment

Process of Upgrading a Siebel Production Test Environment

Process of Tuning Siebel Upgrade Performance

Process of Upgrading a Siebel Production Environment

How the Siebel Database Upgrade Works

About Supported Siebel Upgrade Paths

About Siebel Upgrade Environments

About the Siebel Database Upgrade Process

About the Siebel Database Server Configuration Utilities

About the Siebel Upgrade Wizard and Driver Files

About the Siebel Database Upgrade Log Files

ForExample of a Siebel Development Upgrade Flow

About the Siebel Repository Merge

About Inheriting Upgrade Behavior in a Siebel Upgrade

About the Siebel Postmerge Utilities

About the Siebel Incorporate Custom Layout (ICL) Upgrade Option

About the Siebel Database Server

About Tuning Siebel Production Upgrade Files

Siebel Database and UI Upgrade Planning

About Siebel Upgrade Planning Resources

About Best Practices for Doing Your Siebel Database Upgrade

About New Siebel Upgrade Features and Requirements

About Upgrading Your RDBMS in the Siebel Environment

About Siebel User Interface Changes

About Database Sort Order in the Siebel Environment

About the Siebel Party Model

About Migrating Siebel HTML Attachments to Base Tables

About Siebel Database Growth Estimates

Upgrade Planning for Multilingual Siebel Deployments

Upgrade Planning for Siebel Unicode Support

Upgrade Planning for Siebel RC2 or AES Encryption

Upgrade Planning for Siebel Web Template Files and Style Sheet

Upgrade Planning for Siebel Access Control

Upgrade Planning for Siebel Database Clustered Indexes

Application Planning for a Siebel Upgrade

Determining Your Siebel 7.5.x Release Level

Upgrade Planning for Migrating Siebel Address Data

Upgrade Planning for Siebel Employee Relationship Management (ERM)

Upgrade Planning for Siebel Marketing

Upgrade Planning for Siebel Workflow Designer

Upgrade Planning for Handheld Devices in the Siebel Environment

Upgrade Planning for Resonate Central Dispatch in the Siebel Environment

Upgrade Planning for Siebel String Translation

Upgrade Planning for Siebel Configurator

Upgrade Planning for Siebel Personalization

Upgrade Planning: Additional Siebel Application Changes

Basic Database Preparations for a Siebel Upgrade

Verifying Siebel Database Connectivity

Preparing Siebel Tables and Views for Upgrade

Preparing Siebel Custom Indexes for Upgrade

Exporting Siebel Interface Table Data

Archiving Unneeded Siebel Repositories

Preserving Siebel Dock Objects and Visibility Rules

Securing AIX Memory Allocation Segment Space for the Siebel Database

Preparing an IBM DB2 Database for a Siebel Upgrade

Verifying the IBM DB2 Client for a Siebel Upgrade

Verifying IBM DB2 Sort Order for a Siebel Upgrade

Setting IBM DB2 Parameters for a Siebel Upgrade

Verifying IBM DB2 Permissions for a Siebel Upgrade

Verifying IBM DB2 Instance Owner Permissions for a Siebel Upgrade

Creating IBM DB2 Temporary Tablespaces and Bufferpools for a Siebel Upgrade

Analyzing IBM DB2 Custom Tablespace Requirements for a Siebel Upgrade

Verifying the DB2 Application Development Client for a Siebel Upgrade

Identifying IBM DB2 Long Columns for Truncation in a Siebel Upgrade

Installing IBM DB2 Stored Procedures and Functions for a Siebel Upgrade

Preparing an Oracle Database for a Siebel Upgrade

Verifying Oracle Database Sort Order for a Siebel Upgrade

Setting Oracle Database Configuration Parameters for a Siebel Upgrade

Verifying Oracle Database Parameters for Multiple CPUs in a Siebel Upgrade

Verifying the Oracle Database ODBC Definition for a Siebel Upgrade

Preparing an Microsoft SQL Server Database for a Siebel Upgrade

Verifying Microsoft SQL Server Sort Order for a Siebel Upgrade

Setting Microsoft SQL Server Temporary Space Size for a Siebel Upgrade

Setting Microsoft SQL Server Configuration Parameters for a Siebel Upgrade

Rebuilding Microsoft SQL Server Clustered Indexes for a Siebel Upgrade

Preparing Siebel Application Data for Upgrade

Preparing Siebel Workflow Processes for Upgrade

Preparing Siebel Customized Seed Data for Upgrade

Migrating Siebel Household Data

Setting Up Campaign Status Values for Siebel Marketing

Preserving Siebel Marketing Segment Descriptions

Preparing Siebel Mobile User Data for Upgrade

Setting the Value of Siebel S_SRC_PAYMENT.TYPE_CD for Upgrade

Preparing Siebel Address Data for Upgrade

Migrating Siebel Address Data from Custom Extension Columns

Preparing Siebel Customizable Product Data for Upgrade

Preparing Siebel Configurator Data for Upgrade

Resolving Duplicate Row IDs for a Siebel Upgrade

Preparing Siebel eChannel Data for Upgrade

Preparing Siebel Forecasting Data for Upgrade

Preparing Siebel Products and Quotes Data for Upgrade

Preparing Siebel Financial Services Tables for Upgrade

Upgrading the Siebel Database

Renaming the Siebel Repository

Changing the Siebel Database Server Configuration Utilities Language

Preparing to Run the Siebel Database Configuration Wizard

Running the Siebel Database Configuration Wizard Under Windows

Running the Siebel Database Configuration Wizard Under UNIX

Starting the Siebel Upgrade Wizard

Moving the Siebel Repository Files

Regenerating SQL Files for a Siebel Upgrade

Identifying and Dropping Obsolete Indexes for a Siebel Upgrade

Preparing for a No-Development-Environment Siebel Upgrade

Installing New Siebel License Keys During an Upgrade

Reviewing the Siebel Upgrade Log Files

Summarizing Siebel Log Files Using the Logparse Utility

Reviewing Siebel Upgrade Log Files for Errors

Manually Archiving Siebel Upgrade Log Files

Performing the Siebel Repository Merge

Configuring Siebel Repository Objects to Inherit Upgrade Behavior

Configuring Siebel Tools for the Repository Merge

Performing a Siebel Repository Merge

Reviewing the Siebel Repository Merge Log Files

Generating Siebel EIM Temporary Columns

Reviewing Siebel Repository Object Property Conflicts

Regenerating the Siebel Repository Definition Files

Setting Label Alignment for Siebel Text Fields

Copying UI Files to a New Siebel Environment

Deleting Unneeded Siebel Repository Files

Running the Siebel Repository Preparation Wizard

Migrating Siebel 6.x UI Customizations

About Migrating to the Siebel Web Client

Identifying What Will Be Migrated in a Siebel 6.x Upgrade

Exposing Hidden Properties of Siebel Applets and Views

Running the Siebel Web Client Migration Wizard

Reviewing Siebel Applet and View Migration

Remigrating Siebel Applets and Views

Regenerating the Siebel Postmerge Utilities Log

Reviewing the Siebel User Interface

Troubleshooting Postmerge Siebel UI Problems

Verifying Siebel Business Address Applet Configuration

Reviewing Siebel Grid-Based Applets

Reviewing Siebel UI Navigation

Reviewing Siebel Multi-Value Group (MVG) Shuttle Applets

Revising Siebel UI Rich Text Controls

Reviewing New Siebel UI Aggregate Categories

Revising Siebel Visibility Filters to Display Correctly

Assigning a Category and Type to Siebel Chart Views

Assigning a Category and Type to Siebel Explorer Views

Setting Up Navigation to Inaccessible Siebel Detail Views

Eliminating Obsolete Siebel UI Fields

Reviewing Siebel UI Objects Affected by Incorporate Custom Layout

Reviewing Required Fields in the Siebel UI

Assigning an Item Identifier to Siebel Web Template Items

Postmerge Development Tasks for Siebel 6.x Upgrades

About Migrating Siebel 6.x Scripts

About Migrating Siebel 6.x Client-Side Interfaces

Reviewing Siebel Customized Business Components

Deleting Duplicate Siebel EIM Mappings

Migrating Siebel Scripts Attached to Controls

Migrating Siebel Scripts Attached to Applets

Migrating Siebel Business Component, Business Service, and Application Scripts

Migrating Outbound Siebel COM Interfaces

Migrating Inbound Siebel COM Interfaces

Setting Siebel Visibility Modes for Access Control

Siebel Postmerge Development Tasks

Reviewing Objects Deleted from the Siebel Repository

Reviewing Obsolete Objects in the Siebel Repository

Migrating Custom Siebel Workflows

Upgrading to the Siebel Symbolic String Model

Dropping IBM DB2 8-KB Tablespaces and Buffers After a Siebel Merge

Updating Siebel Enterprise Application Integration (EAI)

Postupgrade Tasks for the Siebel Database and File System

Reapplying Schema Customizations in the Siebel Database

Checking for Inactivated EIM Table Columns in the Siebel Database

Validating Dock Objects and Rule Definitions in the Siebel Database

Verifying an Upgraded Oracle RDBMS After a Siebel Upgrade

Setting Oracle Database Parameters After a Siebel Upgrade

Verifying S_EVT_ACT P1 Index on IBM DB2 After a Siebel Upgrade

Updating Siebel File System Attachments

Postupgrade Tasks for Siebel Applications

Generating Siebel Reporting Relationships

Setting Up Siebel Global Time Zone Support

Upgrading Siebel ERM Approval Business Process Workflows

Upgrading Siebel ERM Customized Microsite and Group News Pages

Migrating Course Duration Information for Siebel Training

Upgrading the Launch Field in Siebel Training LOV

Upgrading the Test Status in Siebel Training

Upgrading Responsibilities in Siebel Marketing

Reviewing Siebel Marketing Campaign Data

Reviewing Renamed Fields in Siebel Marketing

Displaying Regions in Siebel Marketing

Revising Program Flowchart Icons in Siebel Marketing

Setting Default Campaign Execution Options in Siebel Marketing

Upgrading Activity Plans for Programs and Campaigns in Siebel Marketing

Upgrading the Newsletter Offer Type in Siebel Marketing

Configuring Universal Inbox in Siebel Marketing

Upgrading Siebel Purchase Orders

Configuring Siebel Asset-Based Ordering

Reviewing Siebel Address Data

Configuring Siebel Products and Quotes Data

Upgrading Siebel Seeded Workflows

Upgrading Inbound Siebel Workflows

Universal Customer Master (UCM) Upgrade Steps After Repository Merge

Removing Siebel Call Center Duplicate Logins

Renaming the Siebel Life Sciences Configuration File

Tuning the Siebel Upgrade Files

Starting and Stopping Siebel Upgrade Tuner

Managing Parallel Threads Using Siebel Upgrade Tuner

Managing Zero-Row SQL Commands Using Siebel Upgrade Tuner

Transferring UNIX Files for Use by Siebel Upgrade Tuner

Rolling Back Siebel Upgrade Tuner Changes

Siebel Marketing Upgrade Reference

Obsolete Siebel Marketing Data

Obsolete Business Objects in Siebel Marketing

Obsolete or Replaced Views in Siebel Marketing

Hidden Fields in Siebel Marketing

Tables Modified or Seeded During a Siebel Upgrade

Tables Seeded as of Siebel 7.7

Tables Modified During Upgrade from Siebel Release 7.0.x

Tables Modified During Upgrade from Siebel Siebel 6.x

Upgrading to eConfigurator Version

What's New in eConfigurator Version 7

Product Attributes and Classification System

Customizable Products

Product Rule Manager

Declarative User Interface Customization

Multiple Instantiation

Browser-Based Configuration

Overview of Upgrading to eConfigurator Version 7

Upgrading from eConfigurator Version 6.x to eConfigurator Version 7

Approach 1: Using the Standard Upgrade Tool

Preupgrade Tasks

What the Upgrade Script Does

Postupgrade Tasks

Approach 2: Modifying Your Existing Implementation

Analyzing Your Release 6.x Models

Designing Your New Class System

Designing Dynamic Attributes

Assigning Products to Classes

Defining Customizable Products

Defining the UI

Defining Resources, Linked Items, and Scripts

Defining Pricing

Upgrading from Release 5.x Product Configurator to eConfigurator Version 7

Siebel Database Upgrade Guide