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Roadmap for Upgrading Siebel Reports

If you currently have an existing Siebel Reports environment and you want to use the latest reporting features, then you must perform several upgrade tasks. It is recommended that you print out the following process to use as a checklist as you work your way through the upgrade.

To upgrade Siebel Reports, perform the following tasks:

1. Prepare for the upgrade by doing the following:
   1. Make sure you have a Siebel CRM version 8.1.1 or later environment and have applied the latest Siebel CRM Fix Pack 8.1.1.x.
   2. Upgrade to the appropriate Java Development Kit (JDK) version and make sure the JAVA_HOME system environment variable points to the JDK.

      For the applicable versions for your deployment, see version 8.1.1.x Siebel System Requirements and Supported Platforms on Oracle Technology Network.

2. Make sure you have the appropriate Oracle Business Intelligence Publisher software installed:
   • Oracle Business Intelligence Publisher
   • Oracle Business Intelligence Publisher Add-in for Microsoft Word (also known as Oracle BI Publisher Desktop)

     For the applicable version for your deployment, see Siebel System Requirements and Supported Platforms on Oracle Technology Network. For more information, see Upgrading to the Latest Oracle BI Publisher Patch.

3. Upgrading to the Latest Oracle BI Publisher Patch
4. Apply the latest repository, schema, and seed data changes for ACR 719b.

   For instructions, see 880452.1 (Article ID), Siebel Maintenance Release Guide on My Oracle Support.

5. (Optional) Enable the Workflow server component.

   For instructions, see Enabling Siebel Server Components for Siebel Reports.

6. Perform the following:
   1. Change view names in the Siebel application to reflect repository changes.
   2. Verify XMLP responsibilities, report views, and user assignments.

      For instructions, see Setting Up and Enabling the Siebel Security Model for Siebel Reports.

      NOTE:  Many of the steps in this task are applicable only to first-time installations. Make sure to perform only steps indicated for upgrades.

7. Add a new wlfullclient.jar file to the XMLPJvmSubsys classpath for the Oracle BI Publisher Server.

   For instructions, see Adding an Explicit Reference to JAR Files for the Oracle BI Publisher Server.

8. Uploading Preconfigured Report Layout Templates to the Oracle BI Publisher Server
9. Configure report scheduling by doing the following:
   1. Configuring the Data Service WSDL for the Oracle BI Publisher Server
   2. Change the id symbolic URL argument name to uid and create a new pgheader argument.

      For instructions, see Verifying Symbolic URL Arguments That Embed the Oracle BI Publisher Scheduling Views in the Siebel Application.

10. Testing Your Siebel Reports Integration Configurations