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Upgrade Guide for Microsoft Windows > Planning an Upgrade >

Overview of the Upgrade Process

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The upgrade process is composed of three distinct phases that you should perform in sequence, as illustrated in Figure 1.

Figure 1.  The Upgrade Process

• Phase 1: Development Environment Upgrade. Phase 1 includes upgrading your development environment and performing a repository merge to produce a new Release 7.5 custom configuration. During this phase, your existing configuration and development database are upgraded to Release 7.5.

  You should upgrade a development environment before you upgrade a production environment in order to produce and test a Release 7.5 configuration containing your customizations. Then, you should thoroughly test and validate that configuration before you proceed with the production environment upgrade.

  To complete Phase 1, follow the instructions to upgrade a development environment in Preupgrade Tasks Upgrading the Siebel eBusiness Application and Postupgrade Tasks.

• Phase 2: Migrating the Client Configuration to the Web Client. Phase 2 includes migration of your client configuration from Release 6.x or Release 7.x Windows client to the Release 7.5 Web client.

  To complete Phase 2, follow the instructions in Migrating Client Configurations.

  NOTE:  If you are upgrading from Release 7.x to Release 7.5, (for example, from Release 7.0.4 to Release 7.5), you do not perform Phase 2.

• Phase 3: Upgrading the Production Environment. Phase 3 includes upgrading your production Siebel Database, Siebel Servers, and File Server or File System. During this phase, you distribute the new configuration to your production Siebel clients.

  To complete Phase 3, follow instructions to upgrade a production environment in Preupgrade Tasks Upgrading the Siebel eBusiness Application and Postupgrade Tasks.

Figure 2 illustrates the high-level steps for a development environment upgrade.

Figure 2.  Upgrade of the Development Environment

Figure 3 illustrates the high-level steps for a production environment upgrade.

Figure 3.  Upgrade of the Production Environment

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