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This chapter describes the tasks involved in upgrading your Siebel eBusiness Application. To better understand which phase of the upgrade process you are in and what tasks still remain, refer to Figure 6. Figure 6 illustrates where you are in the upgrade process depending on whether you are performing a development or production environment upgrade.
Do not proceed unless you have completed the following procedures, as appropriate for your upgrade.
If you are upgrading a development environment
- Complete the tasks described in Preupgrade Tasks to prepare your development environment data and repositories for upgrade.
If you are upgrading a production environment
- Complete preupgrade, upgrade, and postupgrade tasks for your development environment.
NOTE: If you do not have a development environment because you did not customize the Siebel eBusiness Applications, go to Upgrading Without a Development Environment to upgrade a test environment before you upgrade your production environment.
- Thoroughly test the application on your development or test environment.
- Complete migration procedures described in Migrating Client Configurations if you have customized applets or views, scripts on user-interface objects, or client-side interfaces to migrate from the Windows Client to the Web Client.
A checklist of upgrade tasks is provided in Table 15. Perform the procedures for the environment that you are upgrading.
NOTE: If a procedure is specific to one environment, a caution appears at the beginning of the procedure; for example, CAUTION: This procedure only applies to development environment upgrades.
Table 15. Upgrade Tasks
- Install Siebel Tools on development workstations. See Installing Siebel Tools on the Development Workstations.
- Upgrade the Siebel Gateway and Siebel Servers. See Upgrading Siebel Gateway and Siebel Servers.
- Install the Siebel Database Server Software. See Installing the Siebel Database Server Software.
- Uninstall the previous version of Siebel Web Server Extension, and install the current version. See Installing the Siebel Web Server Extension.
- Upgrade Siebel database schema. See Upgrading the Siebel Database Schema.
- Review the upgrade log files. See Reviewing the Upgrade Log Files.
- Add new license keys. See Adding New License Keys.
- Prepare the prior customer repository for merge. See Preparing the Prior Customer Repository for the Merge.
- Migrate strings, merge labels and fields, and merge templates. See Migrate Strings, Merge Labels and Fields, and Merge Templates.
- Upgrade copied objects. See Automatic Upgrade of Copied Objects.
- Perform configuration steps for upgrade inheritance. See Configuration Steps for Upgrade Inheritance.
- Merge the repository. See Performing a Repository Merge.
- Generate EIM temporary columns. See Generating EIM Temporary Columns.
- Upgrade your custom database schema. See Upgrading the Custom Database Schema.
- Review the upgrade log files. See Reviewing the Upgrade Log Files.
- Add new license keys. See Adding New License Keys.
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Upgrade Guide for Microsoft Windows Published: 20 October 2003 |
