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Upgrade Planning for Migrating Siebel Address Data

In previous releases, address data was stored as follows:

• The relationship between person and address was 1:M and was stored in the table S_ADDR_PER.
• The relationship between account and address was 1:M and was stored in S_ADDR_ORG.
• Both tables included a column ADDR_NAME, which is a computed value based on other attributes in the address table.
• The user key for S_ADDR_PER included PER_ID and ADDR_NAME.

How Address Data Is Preserved

Because PER_ID is no longer part of the user key for S_ADDR_PER, the ADDR_NAME must be unique for all records.

It is possible that records within or across S_ADDR_ORG and S_ADDR_PER could have the same ADDR_NAME. If this occurs, then the ADDR_NAME for one of the records is preserved, and the upgrade process appends the ROW_ID to ADDR_NAME for the others. This prevents records from being deleted and preserves all records from both tables.

How to Manage Address Migration

You must perform the following tasks to migrate address data:

• Before upgrading the database, you must run a script to identify records that have the same ROW_ID between S_ADDR_PER and S_ADDR_ORG. You must eliminate duplicate row IDs.
• You must evaluate whether to modify upgrade scripts to migrate address data in custom extension columns in S_ADDR_PER and S_ADDR_ORG. Review the new schema and determine whether your custom columns can be mapped to standard columns. If no matching standard columns exist, then create new columns on the target tables. During the database upgrep, you do this after running the Database Server Configuration Utilities but before running the Upgrade Wizard.
• After the upgrade is complete, review the records in S_ADDR_PER and eliminate duplicate and obsolete records.

To manage address migration, follow the steps in Process of Upgrading a Siebel Production Test Environment. Each of the address migration tasks is included as a step in this process. Each step refers you to a procedure for performing the task.