Table 9. Postupgrade Tasks for the Development Environment Scenario
Step
|
Date
|
Owner
|
Task
|
Duration
|
-
|
Day 4
|
Siebel Upgrade Consultant
|
Manually archive the state.log log file.
|
|
-
|
Day 4
|
|
Identify custom extensions that were on tables that are now obsolete, and move these extensions to alternate tables in 7.5.
For a list of tables that require attention, review the xtndobstbl.log file under SIEBEL_ROOT\siebsrvr\log. Identify any joins in these tables, and review Siebel Tools for custom assignment or workflow objects that map to extension columns in obsolete tables.
|
4-8 hours
|
-
|
Day 4
|
|
Review the upgcust.log file under SIEBEL_ROOT\siebsrvr\log. to identify and resolve any business component and join conflicts.
|
4-8 hours
|
-
|
Day 4
|
|
If you are implementing Organization visibility, set visibility modes for access control.
- Verify whether or not the current application uses multi-organization visibility.
- In Siebel Tools, query for business components with the Popup Visibility Type property set to Catalog, change value to Organization if necessary.
- Query for applets with the Auto Query Mode property, set to New Query or 'None' to no value if necessary.
- Query for views with the Visibility Applet Type property set to Catalog, change value to Organization if necessary.
|
4 hours
|
-
|
Day 4
|
|
Review the mapclash.log file under SIEBEL_ROOT\siebsrvr\log to identify and resolve duplicate EIM mappings (custom EIM mappings that conflict with Siebel System provided mappings).
|
8 hours
|
-
|
Day 4
|
Siebel Upgrade Consultant
|
Back up the new custom repository into the custrep.dat file located under SIEBEL_ROOT\siebsrvr\Oracle.
You need this file for the production repository upgrade.
|
|
-
|
Day 4
|
|
Compile a new Siebel Repository File (SRF) using Siebel 7.5 Tools with all projects selected. The new Siebel repository will be created after a successful upgrade of the custom database schema. Save the compiled SRF to the directory, \client\objects\enu.
|
27 min.
|
-
|
Day 4
|
|
Connect to the server database using the new SRF file.
|
|
-
|
Day 5
|
|
Regenerate the database template file used by Siebel Remote. See Upgrade Guide for Microsoft Windows for more information.
|
|
-
|
Day 5
|
|
Extract Siebel Tools developers and clients by executing a database extract server task (DBEXTRACT) from the new Siebel Server for a developer. For instructions, see Siebel Tools Reference.
Confirm that a developer can initialize a local database.
|
2 hours
|
-
|
Day 5
|
|
If you deploy to mobile users with local databases, run the DICTUTL utility to verify that all dock objects and rule definitions are correct.
|
|
-
|
Day 5
|
|
Review the dictutl2.log file located under SIEBEL_ROOT\siebsrvr\bin.
|
|
-
|
Day 5
|
|
Review duplicate login IDs.
- From the application-level menu, select User Administration > Users view.
- Query for
*+*. This query will produce a list of all names that are appended with +row_id.
|
|
-
|
Day 5
|
|
Upgrade the encryption method from the standard encryptor to the RC2 encryption method.
Set business component field user properties to the values defined in Upgrade Guide for Microsoft Windows.
|
8 hours
|
-
|
Day 5
|
Siebel Upgrade Consultant
|
Set up global time zone support. For detailed instructions, see Siebel Tools Reference.
If you are extending date-time columns for a future configuration:
- Set the Physical Type column property to UTC Date Time.
- Set the Type property of business component field column property to DTYPE_UTCDATETIME.
|
8 hours
|
-
|
Day 6
|
|
Run the Web Client Migration Wizard to upgrade custom view and applet definitions. In Siebel 7.5 Tools, select Tools > Upgrade > Web Client Migration. For detailed instructions, see Upgrade Guide for Microsoft Windows.
|
5 min.
|
-
|
Day 6
|
|
Review the migrated applets and views and identify the following by query the Comments field.
- New applet or new view migrated: MigN
- Modified applet or view migrated: MigM
- New applet or view to be migrated: TBMN
- Modified applet or view to be migrated: TBMM
- Verify the result through edit layout.
If necessary, manually regenerate customized applets in Siebel 7.5.
|
|
-
|
Day 6
|
|
Use the Web Layout Wizard to migrate applets or views.
- In Siebel Tools, highlight the applets or views (must belong to same class), right click and then select Web Layout Wizard.
- Select the model applet, and for list applets, select the maximal visible columns.
|
|
-
|
Day 6
|
|
Manually adjust list applet columns sequence and form applet fields layout, as necessary.
|
8 hours
|
-
|
Day 6
|
Siebel Upgrade Consultant
|
Review client side interfaces:
- Outbound customer applications, for example, one that invokes a desktop application such as Excel from a Siebel Client.
- Inbound customer applications, for example, automation interface in the Windows client.
|
16 hours
for two interfaces
|
-
|
Day 6
|
|
Configure the Siebel File System Manager.
If the File System Manager is set up incorrectly, users cannot access attachments.
|
|
-
|
Day 6
|
Siebel Expert Services,
Siebel Upgrade Consultant
|
Modify dock objects.
|
|
-
|
Day 10
|
Siebel Upgrade Consultant
|
Back up the new custom repository export file, custrep.dat, located under SIEBEL_ROOT\siebsrvr\Oracle.
You need this file for repository upgrade of the test and production environments.
|
|
