Upgrade Guide for DB2 UDB for z/OS and OS/390


What's New in This Release


Back to top


About Upgrade Topics

About This Guide

How the Upgrade Guide Is Organized

About Topic Applicability

About Terms Used in the Upgrade Guide

About File Paths and Commands in the Upgrade Guide

Important Upgrade Planning Resources


Back to top


How the Upgrade Works

About Supported Upgrade Paths

About Upgrade Environments

About Midtier-Centric and Mainframe-Centric Development Environment Upgrades

About the Upgrade Process

About the Override File

About the Database Server Configuration Utility

About the Siebel Upgrade Wizard

About the Repository Merge

About the Siebel Database Server


Back to top


How to Perform the Upgrade

Road Map for Performing the Upgrade

Road Map for Upgrading from Siebel 6.x

Road Map for Upgrading from Siebel 7.x

Road Map for Upgrading Without a Development Environment

Process of Planning the Upgrade

Process of Upgrading a 6.x Development Environment from the Midtier

Process of Upgrading a 6.x Development Environment from the Mainframe

Process of Upgrading a 7.x Development Environment from the Midtier

Process of Upgrading a 7.x Development Environment from the Mainframe

Process of Upgrading a Production Environment


Back to top


Database and UI Upgrade Planning

Best Practices for Doing Your Upgrade

Planning Your Upgrade

About Moving Tablespaces

Preparing a Storage Control File

New Database Schema Structure in Release 7.7

Testing Before a Production Upgrade

Considering Code Page Support

Executions of Jobs Using Siebel-Scheduled Mode or Vendor-Scheduled Mode

Capacity Planning

Optimizing Performance Using a Job Stream Optimization (JSO) Utility

Obtaining Required Software and Hardware

Obtaining Required IBM Utilities

Obtaining Required Security Privileges

Planning Backup and Recovery Stages

Creating a Schedule for the Upgrade

About Database Growth Estimates

About Upgrading Your RDBMS

About Multilingual Deployments

Upgrading to RC2 or AES Encryption

New Upgrade Features

About User Interface Changes

About Database Sort Order

About Access Control Upgrade

About Party Model Upgrade

About a New Column Added to S_SRC_PAYMENT

About Database Clustered Indexes

About HTML Attachment Migration to Base Tables


Back to top


Basic Database Preparations

Preparing Tables and Views for Upgrade

Preparing Custom Indexes for Upgrade

Exporting Interface Table Data

Preserving Dock Objects and Visibility Rules

Verifying Database Server Configuration

Securing AIX Memory Allocation Segment Space

Creating Storage Groups

Preparing the Storage Layout of the Schema

Modifying the Storage Control File

Preparing to Extract the Storage Control File

Extracting the Storage Control File

Validating the Storage Control File

Reviewing the Storage Control File

Reviewing Tablespace Size

Backing Up the Database

Adding a Siebel User


Back to top


Application Upgrade Planning

Upgrade Planning for Address Migration

Upgrade Planning for Siebel Employee Relationship Management (ERM)

Upgrade Planning for Siebel Marketing

Upgrade Planning for Siebel Workflow Designer

Upgrade Planning for Handheld Devices

Upgrade Planning for Resonate Central Dispatch

Upgrade Planning for String Translation


Back to top


Preparing Application Data for Upgrade

Preparing Workflow Processes for Upgrade

Preparing Mobile and Dedicated User Data for the Database Upgrade

Setting Up Campaign Status Values for Siebel Marketing Upgrade

Preparing Address Data for Upgrade

Preparing Products for Upgrade

Preserving Marketing Segment Descriptions

Resolving Duplicate Row IDs

Preparing Siebel eChannel Data for Upgrade

Preparing Forecasting Data for Upgrade

Preparing Products and Quotes for Upgrade

Verifying Household Data Integrity

Preparing Financial Services Application Tables for Upgrade

Preparing Siebel Configurator Data for Upgrade


Back to top


Preparing a Development Environment for Upgrade

Prerequisites for a Development Upgrade

About Moving Tables

Checking In Development Repository Projects

Saving Interface Table Data

Upgrading Your DB2 Software

Preparing EIM Tables for Upgrade

Preparing for Intersection Table Maintenance and Deduplication

Determining Which Template File was Used During an Extract or Merge

Disabling Customized Triggers

Dropping Customized Views

Preparing the Development Environment Repositories for Upgrade


Back to top


Preparing a Production Environment for Upgrade

Prerequisites for a Production Upgrade

Importing the Development Repository and Schema Definition

Saving Interface Table Data

Preparing Production Environment Repositories for Upgrade


Back to top


Upgrading the Database

Changing the Database Server Configuration Utility Language

Preparing to Run the Database Server Configuration Utility

Running the Database Server Configuration Utility Under Windows

Running the Database Server Configuration Utility Under UNIX

Running the Siebel Upgrade Wizard

Prerequisites for Restarting the Siebel Upgrade Wizard

Deploying Stored Procedures and User-Defined Functions

Migrating Address Data from Custom Extension Columns

Preparing for a No-Development-Environment Upgrade

Installing New License Keys After Upgrade


Back to top


Upgrading a Database from the Midtier

Executing SQL Files After the First Pause

Resuming the Siebel Upgrade Wizard After the First Pause

Executing SQL Output Files After the Second Pause

Executing SQL Output Files After the Second Pause - Stage 1 of 2

Executing SQL Output Files After the Second Pause - Stage 2 of 2

Resuming the Siebel Upgrade Wizard After the Second Pause

Executing SQL Output Files After the Third Pause

Resuming the Siebel Upgrade Wizard After the Third Pause

Upgrading the Physical Schema

Synchronizing the Schema

Transferring Dedup Files

Updating Statistics

Migrating Custom Business Component Configurations


Back to top


Upgrading a Database from the Mainframe

Transferring the Customized Repository to z/OS Host

Preparing the zSeries Host Environment

Prerequisites for Upgrade Procedures on the zSeries

Transferring JCL, SQL, and Binary Files to the zSeries Host

Defining and Allocating zSeries Setup Datasets

Setting Up the Upgrade Environment on the zSeries Host

Preparing for Table Creation (PRET) on the Source Database

Resuming the Siebel Upgrade Wizard After the First Pause

Transferring Control Cards and Schema DDL Files to the zSeries Host

Preparing the Schema and JCL Files on the zSeries Host

Applying DSNHLQ to FTP DDL, Unload Cards, and Load Cards

Unpacking the Unload and Load Control Cards and Executing the DDL

Installing Stored Procedures on the zSeries Host

Preparing Siebel-Scheduled Jobs on the zSeries Host

Optimizing the Source Database Job Stream

Loading Log Tables on the Source Database

Loading Log Tables on the Target Database

Executing the Upgrade on the zSeries Host (Phase 1 of 2)

Running Unload Jobs on the Source Database

Running Load Jobs on the Target Database

Executing Index DDL and Executing Rebuild Indexes

Migrating eChannel Data

Migrating Household Data

Migrating Preschm Data

Migrating Address Data

Migrating Preschm Data for FINS

Migrating Product Configurator Data

Migrating Product Configurator Data for FINS

Migrating ISS Data

Resuming the Siebel Upgrade Wizard on the Midtier After the Second Pause

Transferring the Index Schema to the zSeries Host

Preparing Siebel-Scheduled JCL

Optimizing the Target Database Job Stream

Executing the Upgrade on the zSeries Host (Phase 2 of 2)

Loading Target Siebel Log Tables

Dropping Old Indexes and Creating New Indexes

Rebuilding the Gen Primary 7.7 Indexes

Migrating the Gen Primary 7.7 SQL

Creating New EIM Indexes

Generating RUNSTATS

Performing Intersection Table Maintenance


Back to top


Reviewing the Database Upgrade Log Files

About the Database Upgrade Logs

Viewing the Siebel Job Log Status

Reviewing Upgrade Log Files for Errors

Manually Archiving Upgrade Log Files

Reviewing Log Files for Errors in Jobs Run from the Midtier

Running SQL in Siebel Logs


Back to top


Performing the Siebel Tools Repository Merge

About Inheriting Upgrade Behavior

About the Postmerge Utilities

About the Incorporate Custom Layout (ICL) Upgrade Option

Configuring Objects to Inherit Upgrade Behavior

Renaming the Tools Repository

Migrating Repository Objects to the Standard UI

Running the Repository Preparation Wizard on Release 6.x Repository

Performing a Repository Merge

Determining if a Repository Merge was Successful

Reviewing Attribute Conflicts in the Repository Merge

Reviewing Deleted Objects in the Repository Merge

Reviewing Obsolete Objects in the Repository Merge

Reviewing Customized Business Components

Generating EIM Temporary Columns After a Repository Merge

Regenerating the Repository Definition Files

Deleting Unneeded Repository Files

Safeguarding the New Custom Repository Export File

Moving the Repository Files

Creating a New SRF File


Back to top


Migrating Siebel 6.x Customizations

About Migrating to the Siebel Web Client

About Migrating 6.x Scripts

About Migrating 6.x Client-Side Interfaces

Identifying What Will Be Migrated

Exposing Hidden Properties of Applets and Views

Running the Siebel Web Client Migration Wizard

Reviewing Applet and View Migration

Running the Web Layout Wizard

Migrating Scripts Attached to Controls

Migrating Scripts Attached to Applets

Migrating Business Component, Business Service, and Application Scripts

Migrating Outbound COM Interfaces

Migrating Inbound COM Interfaces

Regenerating the Postmerge Utilities Log

Reviewing Customized Business Components


Back to top


Running the Postmerge Utilities

Running the Postmerge Utilities

Troubleshooting Postmerge UI Problems

Verifying Business Address Applet Configuration

Reviewing Grid-Based Applets After the Merge

Reviewing UI Navigation After the Merge

Reviewing Multi-Value Group (MVG) Shuttle Applets After the Merge

Revising Rich Text Controls After the Merge

Reviewing New Aggregate Categories After the Merge

Revising Visibility Filters to Display Correctly After the Merge

Assigning a Category and Type to Chart Views After the Merge

Assigning a Category and Type to Explorer Views After the Merge

Setting Up Navigation to Inaccessible Detail Views After the Merge

Eliminating Obsolete UI Fields After the Merge

Reviewing UI Objects Affected by ICL After the Merge

Reviewing Required Fields in the UI After Merge

Setting Label Alignment for Text Fields

Assigning an Item Identifier to Web Template Items


Back to top


Postupgrade Tasks for a Development Environment

Reapplying Custom Extensions and FK Columns on Obsolete Tables

Resolving Business Component and Join Conflicts

Deleting Duplicate EIM Mappings

Exporting the New Custom Repository Export File

Regenerating the Database Template File

Extracting Developers or Siebel Tools Clients

Resetting Database Server Configuration Parameters

Upgrading to the Symbolic String Model


Back to top


Postupgrade Tasks for a Production Environment

Upgrading Siebel Mobile and Dedicated Web Clients

Upgrading Regional Servers


Back to top


Postupgrade Tasks for Applications

Generating Reporting Relationships After Upgrade

Setting Up Your Environment to Support Global Time Zone

Updating Enterprise Application Integration (EAI) After Upgrade

Setting Visibility Modes for Access Control

Removing Call Center Duplicate Logins After Upgrade

Upgrading 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 After Upgrade

Verifying Class and Session Times in Siebel Training

Upgrading ERM Approval Business Process Workflows

Migrating Data to the Bankruptcy Status Field

Upgrading File System Attachments for Siebel Financial Services Call Reports

Upgrading File System for Household Notes and Attachments

Upgrading Marketing Responsibilities

Reviewing Marketing Campaign Data

Reviewing Renamed Fields in Siebel Marketing

Displaying Marketing Regions

Revising Marketing Program Flowchart Icons

Setting Default Campaign Execution Options

Upgrading Activity Plans for Programs and Campaigns

Upgrading the Newsletter Offer Type

Configuring Universal Inbox

Reviewing Data Warehouse Schema Changes

Upgrading Siebel Purchase Orders

Configuring Asset-Based Ordering

Reviewing Address Records After Upgrade

Configuring Products and Quotes

Upgrading Attribute Pricing

Verifying the Upgrade to Aggregate Discounts in Pricer

Migrating Data to the Bankruptcy Status Field

Upgrading Seeded Workflows

Upgrading Inbound Workflows

Upgrading Siebel Product Configurator


Back to top


Postupgrade Tasks for Database and File System

Checking for Inactivated EIM Table Columns

Validating Dock Objects and Rule Definitions

Updating the File System Directory

Upgrading to the Symbolic String Model

Updating File System Attachments


Back to top


Tuning the Upgrade Scripts

About Tuning the Production Upgrade Scripts

Deactivating SQL that Affects No Data

Transferring UNIX Files for Use by Upgrade Tuner

Discarding Changes Made by the Upgrade Tuner


Back to top


Schema Changes

Important Schema Changes at Release 7.7


Back to top


Siebel Marketing Upgrade Reference

Obsolete Siebel Marketing Data

Obsolete Business Objects in Siebel Marketing

Obsolete or Replaced Views in Siebel Marketing


Back to top


Upgrade Planning Worksheet

Master Upgrade Worksheet

Team Lead Summary

DB2 Connect Information

Siebel Development Environment Information

Siebel Production Environment Information


Back to top


Columns Denormalized During Upgrade to Release 7.7

Denormalized Columns for 6.2.1 Siebel Financial Services Applications

Denormalized Columns for 6.2.1 Siebel eBusiness Applications

Denormalized Columns for 6.3 Siebel Industry Solutions

Denormalized Columns for 7.0.4 Siebel eBusiness Applications

Denormalized Columns for 7.0.4 Siebel Financial Services Applications

Denormalized Columns for 7.0.4 Siebel Industry Solutions

Denormalized Columns for 7.5.2 Siebel Industry Applications

Back to top

Upgrade Guide for DB2 UDB for z/OS and OS/390