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Limiting the Distribution of an Upgrade Kit

You can limit the distribution of a upgrade kit to certain subscribers by temporarily assigning subscribers to a new configuration. For example, you might have a situation where you want to send a set of reports only to management, or you want to limit the users for testing an upgrade kit.

This topic is part of Distributing Upgrade Kits.

To limit upgrade kit distribution for a new configuration

1. Define the upgrade kit that you will be distributing.

   For more information, see Defining Upgrade Kits.

2. Activate the upgrade kit that you will be distributing.

   For more information, see Activating an Upgrade Kit.

3. Apply the upgrade kit that you will be distributing.

   For more information, see Applying an Upgrade Kit.

4. Either create a new configuration that you will use to distribute the upgrade kit to specific subscribers, or use the Siebel Test Client configuration for this purpose.

   For more information, see Creating a New Configuration.

5. Associate the configuration with one or more components that correspond to the upgrade kit or upgrade kits that you want to distribute.

   For more information, see Adding Components to a Configuration.

6. Add the logins for the subset of users that you want to receive this upgrade kit to the Employee view for this configuration.

   For more information, see Assigning Employees to a Configuration.

7. Distribute active upgrade kits to the configuration.

   For more information, see Distributing Upgrade Kits.

   When you select a configuration and click Distribute, the subscribers associated with the configuration gain access to version information for all of the related components for the configuration. This gives those subscribers potential access to all active upgrade kits for those components, including any new upgrade kits that have been defined, activated, and applied. Subscribers associated with other configurations do not gain access to your new upgrade kit until you distribute to their configurations.

8. Remove subscribers from the configuration.

   Give the subscribers who are associated with the configuration enough time to download the upgrade kit. However, you must disassociate these subscribers from this special configuration as soon as possible. Ending a user's dynamic configuration assignment returns that user to the original configuration assignment defined in that user's CFG file. Upgrade kits targeted for the original configuration are again available to the user.

   For more information, see Removing Employees from a Configuration.