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Siebel Interactive Selling Applications Upgrade Guide > Upgrading OnLink Browser-Based Applications to Siebel 7 >

Upgrade Tasks

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You can update 4.x projects to eAdvisor version 7 using the Migrate button in the Projects screen of Siebel Interactive Designer. Before doing that, you should back up your 4.x project, verify the project's validity, and export your pagesets to .csv format. Following the migration, you will test the project and make minor adjustments as needed. This section explains those tasks in detail.

NOTE:  If you are working with a 3.x Composer project, you must migrate it to 4.0 before migrating to Siebel 7. For specific documentation related to this process, contact Siebel Technical Support.

Backing Up Your 4.x Project

Begin the migration by making a copy of your 4.x project and associated files in a separate directory to serve as a backup. Keep this backup until you have successfully migrated your 4.x project to Siebel 7.

Verifying Your 4.x Project Is Valid

You check that you have a working model by validating the data models.

Within Composer 4.x, choose File > Validate Data Models.

The Validate Data Models function will perform a validation and any referential errors will be displayed in the Composer Output window.

Exporting Pagesets to .csv Format

Take the following steps for every pageset in the project.

To export pagesets to .csv format

Select a specific pageset.
Right-click the mouse and choose Export Model.
In the File Explorer, select the /ds folder and click Save.

Migrating a Project

Use the Migrate button to update 4.0 projects to 7.0. If you are working with a 3.x project, you must migrate it to 4.0 before migrating to 7.0.

NOTE:  For more information on migrating from 3.x to 4.0, contact Siebel Technical Support.

Migrating a 4.x project requires two steps:

Exporting your pagesets in Composer 4.0
Migrating the project in Interactive Designer

To export your pagesets in Composer 4.0

Verify that your 4.0 project is valid by generating the HTML files and checking for errors.
For every pageset in the project, select the pageset, right-click, and choose Export Model.

The pageset files are exported to a .csv file.

In the File Explorer, choose the DS folder in the project structure of the 4.0 project and click Save.

To migrate your project in Interactive Designer

In the Projects screen, choose Migrate from the Projects View applet menu, as shown below.

The File picklist appears.

Select the project (.ocp file) you want to migrate to 7.0 and click Open.

NOTE:  For a siebel.exe installation, browse to the project file on your local drive. If you are using a Siebel Web Client, the folder needs to reside on a shared drive that the Siebel server can access.

Click Migrate.

Depending on the size of the project, this step can take some time. The project updates to 7.0 and appears as a new project with the same name in the Projects list. The project files (excluding .csv, .ocd, .ocp, .bak, and .txt files) are copied into the Siebel File System. All of the data in the projects is created in the database.

Test your project and edit files as needed to make sure that all custom code works in your 7.0 project.

The custom code in the custom and layout files is preserved. Because the migration process updates the code set, custom code in code set files (files in the CS directory) is not preserved.

In the Contents Lists tab, in the Name column, enter the display names for your contents lists. The migration process does not preserve the contents list display names from your 4.0 project.

Testing the Project

Custom code in custom and layout files will be preserved. However, because the migration process updates the code set, custom code in code set files (files in the CS directory) will not be preserved. Test your project and edit files as needed to make sure that all custom code works in your Siebel 7 project.

Resetting Display Names

The migration process does not preserve the contents list display names from your 4.x project. See Backing Up Your 4.x Project. In the Contents Lists tab, enter the display names for your contents lists in the Name column.

By default, the project is ready to run in stand-alone mode. To set up the project to run within the Siebel user interface, see the "Running in Stand Alone or Standard" section of the "Working with a Deployed Application" chapter of Siebel Interactive Designer Administration Guide.

Verifying the Siebel .cfg File

In the .cfg file for your Siebel application (for example, uagent.cfg for Call Center), verify that the enableCDA variable is set to TRUE.

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