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Siebel Database Upgrade Guide > Overview of Siebel Database Upgrade Process >
Siebel Database Environment Upgrade Checklist
The following checklist provides an overview of tasks required to upgrade your Siebel environment. Use this checklist to determine the applicability of each task to each environment. For example, if a task has No listed in the Prod column, then that task is not required for production test, or production environment upgrades. All tasks required for the production test upgrade are also required for the production environment upgrade. The development environment has more required tasks. Print and review this checklist as you plan and work through your upgrade. Figure 1 displays the basic tasks for upgrading the Siebel database environments.
Figure 1. Upgrading the Siebel Database Environment
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Evaluating the Environment
Whether you are beginning your upgrade with the development environment or the production test environment, it is advisable to begin by evaluating the process to determine resource allocation and other concerns. Table 4 lists information relevant to this phase of the upgrade.
Table 4. Evaluating the Environment Checklist
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Where to find documentation |
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- Check My Oracle Support for recently published Bulletins and Alerts regarding your upgrade.
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My Oracle Support
(http://support.oracle.com) |
Yes |
Yes |
- Check Siebel Release Notes on My Oracle Support.
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My Oracle Support
(http://support.oracle.com) See, Doc ID 557191.1. |
Yes |
Yes |
- Review hardware and third-party software requirements.
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Siebel System Requirements and Supported Platforms on Oracle Technology Network.
(http://www.oracle.com/technology/documentation/index.html) |
Yes |
Yes |
- If help is needed in evaluating your environment, contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services.
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Contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services |
Yes |
Yes |
Planning the Upgrade
Review the Siebel Database Upgrade Guide to plan and further determine the scope of the upgrade process. Table 5 lists chapters in the Siebel Database Upgrade Guide to consider during the planning phase.
Configuring the Environment
This is the most time-consuming and resource-intensive phase of the Siebel database upgrade. Many tasks in this phase are performed only during a development environment upgrade. Such tasks are noted in this chapter, perform these tasks only if you are upgrading a development environment. All other tasks are performed during all upgrades. Table 6 lists information relevant to this phase of the upgrade.
Table 6. Configuring the Environment Checklist
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Where to find documentation |
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- Upgrade the servers.
Verify that you have met all requirements for the upgrade. You may be required to upgrade the Gateway Name Server, Siebel Servers, and Siebel Web Server Extension (SWSE).
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See the appropriate Siebel Maintenance Release Guide on My Oracle Support. For more information on server upgrade and installation, see the Siebel Installation Guide for the operating system you are using. |
Yes |
Yes |
- Upgrade third-party software.
You may need, for example, to upgrade operating system software.
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See Siebel System Requirements and Supported Platforms on Oracle Technology Network. |
Yes |
Yes |
- Upgrade the RDBMS.
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For more information, see Siebel System Requirements and Supported Platforms on Oracle Technology Network. For a task overview, see Upgrade the RDBMS. For details on upgrading the RDBMS, see About Upgrading Your RDBMS in the Siebel Environment. |
Yes |
Yes |
- Perform any pre-upgrade tasks on your specific database.
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For details on IBM DB2, see Pre-Upgrade Tasks for IBM DB2. For details on Oracle Database, see Pre-Upgrade Tasks for Oracle Database. For details on MS SQL Server, see Pre-Upgrade Tasks for MS SQL Server. |
Yes |
Yes |
- Preparing the Siebel database for an upgrade.
Tasks include verifying that you have no pending workflows, stopping the Siebel Server, and so on.
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For an overview, see Pre-Upgrade Tasks for the Siebel Database. For details on basic database preparation, see Basic Database Preparations for a Siebel Upgrade. |
Yes |
Yes |
- Preparing Siebel Business Applications data for an upgrade.
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See, Preparing Siebel Application Data for Upgrade. |
Yes |
Yes |
- Prepare your developers for the upgrade.
Tasks include backing up development databases, ensuring that all developers' projects are checked in and unlocked.
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See, Preparing Developers for the Upgrade. |
Yes |
No |
- Use the previous version of Siebel Tools to rename your Siebel Repository.
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For an overview, see Upgrade Siebel Database Schema (upgrep). For task details, see Renaming the Siebel Repository. |
Yes |
No |
- Upgrade the Siebel database schema.
Tasks include running the Database Configuration Wizard (upgrep) and the Upgrade Wizard.
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For an overview, see Upgrade Siebel Database Schema (upgrep). For specific task details, including running the Database Configuration Utilities, see Upgrading the Siebel Database. |
Yes |
No |
- Prepare for the repository merge.
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For details, see Perform Repository Merge. |
Yes |
No |
- Use the newly installed version of Siebel Tools to perform the repository merge.
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For details, see Perform Repository Merge. |
Yes |
No |
- Upgrade custom database schema.
Tasks include running the Database Configuration Wizard to upgrade previous database schema customizations, running the Upgrade Wizard, resolving errors with upgrade log files, and backing up the Siebel database.
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For an overview, see Upgrade Custom Database Schema (upgphys). For task details, see Upgrading the Siebel Database. |
Yes |
No |
- Initialize and extract developers' local database.
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For an overview, see Initialize and Extract Developers' Local Databases. For task details, see Developing and Deploying Siebel Business Applications. |
Yes |
No |
- Review the user interface.
Tasks include reviewing potential object property conflicts, noting inherited behavior, and performing other tasks on the Siebel UI.
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For an overview, see Review the User Interface. For task details, see Reviewing the Siebel User Interface. |
Yes |
Yes |
- Create a new SRF file to assist in UI testing.
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For details, see Developing and Deploying Siebel Business Applications. |
Yes |
Yes |
- Perform postmerge development tasks.
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For an overview, see Postmerge Development Tasks. For task details, see Siebel Postmerge Development Tasks. |
Yes |
No |
- Perform postupgrade tasks on database and file system.
These tasks are done following a completed upgrade.
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For an overview, see Postupgrade Tasks for Database and File System. For task details, see Postupgrade Tasks for the Siebel Database and File System. |
Yes |
Yes |
- Perform postupgrade tasks for applications configuration.
Tasks include installing new license keys for Siebel Business Applications, activating and deploying any workflows, as well as performing other postupgrade configuration tasks.
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For an overview, see Postupgrade Tasks for Applications Configuration. For task details, see Postupgrade Tasks for Siebel Business Applications. |
Yes |
Yes |
Testing the Environment
In this phase, perform system tests and prepare for the transition to the next database environment. Table 7 lists information relevant to this phase of the upgrade.
Table 7. Testing the Environment Checklist
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Where to find documentation |
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- Perform system tests.
Use available test data to perform unit testing.
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For an overview, see System Tests. |
Yes |
Yes |
- Prepare for the transition to the next environment. If you upgraded a development environment, you will move to the production test environment, if you upgraded the production test environment you proceed to the production environment.
Tasks include creating a new SRF file, and regenerating Siebel repository definition files, if necessary.
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For an overview, see Prepare for Transition to Production Test Environment. For details on creating an SRF file, see Developing and Deploying Siebel Business Applications. For details on regenerating Siebel repository definition files, see Regenerating the Siebel Repository Definition Files. |
Yes |
Yes |
Implementing the Environment
Implementing your environment occurs when you have fully upgraded and tested your production test environment and then move to your live, production environment. Table 8 lists information relevant to this phase of the upgrade. NOTE: Perform these tasks only if you are transitioning from a production test to a production environment.
Table 8. Implementing the Environment Checklist
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Where to find documentation |
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- Apply the latest critical patches (if any).
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Check with your Oracle representative for any information on Siebel CRM patches which may be applicable to your release. |
No |
Yes |
- Perform an architecture and infrastructure review to ensure the production environment meets the requirements of the upgrade.
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For help with an architecture and infrastructure review, contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services. |
No |
Yes |
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