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Process of Planning a Siebel Database Upgrade

Upgrades: All upgrades.

Environments: All environments.

This process is part of an upgrade roadmap. See Roadmap for Upgrading from Siebel CRM Releases 7.x and 8.0.x and Roadmap for Upgrading from Siebel CRM Releases 7.x and 8.0.x Without a Development Environment.

To plan the upgrade, read the following:

1. How the Siebel Database Upgrade Works.
2. In the chapter in Siebel Database Upgrade Guide that describes how the Siebel database upgrade works, read topics about the following:
   • About the Siebel case insensitivity wizard
   • About the Siebel repository merge
   • About inheriting upgrade behavior in a Siebel upgrade
   • About the Siebel postmerge utilities
   • About the Siebel Incorporate Custom Layout upgrade option
   • About the Database Configuration Utilities
3. Planning a Siebel Database Upgrade.
4. In the chapter in Siebel Database Upgrade Guide that describes Siebel database and UI upgrade planning, read topics about the following:
   • About Siebel upgrade planning resources
   • About best practices for doing your Siebel database upgrade
   • About Siebel user interface changes
   • About the Siebel Party Model
   • About migrating Siebel HTML attachments to base tables
   • Upgrade planning for multilingual Siebel deployments
   • Upgrade planning for Siebel RC2 or AES encryption
   • Upgrade planning for Siebel access control
5. The chapter in Siebel Database Upgrade Guide that describes application planning for a Siebel upgrade.
6. The appendix in Siebel Database Upgrade Guide that contains reference information on Siebel Marketing upgrades.
7. The appendix in Siebel Database Upgrade Guide that lists tables modified or seeded during a Siebel upgrade.