Siebel Database Upgrade Guide > Application Planning for a Siebel Upgrade >

Upgrade Planning for Handheld Devices in the Siebel Environment

Platforms: Windows, UNIX, IBM z/OS.

Before the upgrade, verify that handheld devices are running an OS supported by your version of Siebel CRM. Also, verify that third-party software is the correct version. For more information, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

NOTE:  For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications are available from the Certification tab on My Oracle Support. For information about the Certification application, see article 1492194.1 (Article ID) on My Oracle Support.

After the upgrade, you must enter any handheld device-related application configuration changes into the handheld device administration screen.

Supported Handheld Devices and Operating Systems

For a full description of supported handheld devices and operating systems, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

NOTE:  For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications are available from the Certification tab on My Oracle Support. For information about the Certification application, see article 1492194.1 (Article ID) on My Oracle Support.

Active Sync Support

The third-party product Active Sync must be a version supported by your Siebel CRM version. For a complete description of supported third-party products, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

NOTE:  For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications are available from the Certification tab on My Oracle Support. For information about the Certification application, see article 1492194.1 (Article ID) on My Oracle Support.

Handheld Device Administration

Siebel Business Applications feature a handheld device administration screen. If you have modified the PDA portion of the Siebel Sales, Siebel Service, Siebel ePharma, or Siebel eConsumer application .cfg file, then do the following before upgrading:

• Save the modified .cfg file under a new name so that it is not overwritten during the upgrade.
• After the upgrade, go to the Administration, Mobile screen and enter the changes from the saved .cfg file. For information on using this screen, refer to the Handheld guide for your application.

Handheld Application Upgrade

Handheld applications do not upgrade automatically. Users must uninstall the application and install the current release.