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Upgrade Guide for DB2 UDB for z/OS
What's New in This Release
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About Upgrade Topics
How the Upgrade Topics are Organized
About Topic Applicability
About Terms Used in Upgrade Topics
About File Paths and Commands in Upgrade Topics
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How the Upgrade Works
About Supported Upgrade Paths
About Using Siebel Expert Services
About Upgrade Environments
About the Upgrade Process
About Midtier-Centric and Mainframe-Centric Upgrades
About the Database Server Configuration Utility
About the Siebel Upgrade Wizard and Driver Files
Job Flow of a Production Database (Mainframe-Centric) Upgrade
Key Members in a Mainframe-Centric Upgrade
About JCL Job Generation
About the Override File
About the Repository Merge
About the Siebel Database Server
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How to Perform the Upgrade
Roadmap for Performing the Upgrade
Roadmap for Upgrading from Siebel Financial Services 6.2.1 and Siebel 7.x
Roadmap for Upgrading Without a Development Environment
Process of Planning the Upgrade
Process of Upgrading a Development Environment from the Midtier
Process of Upgrading a Development Environment from the Mainframe
Process of Upgrading a Production Test Environment
Process of Tuning Upgrade Performance
Process of Upgrading a Production Environment
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Database and UI Upgrade Planning
Important Upgrade Planning Resources
Best Practices for Doing Your Upgrade
Planning Your Upgrade
Planning Changes to the Physical Layout of the Schema
Testing Before a Production Upgrade
Considering Code Page Support
Executions of Jobs Using Siebel-Scheduled Mode or Vendor-Scheduled Mode
Source and Target Database Planning
Obtaining Required Software and Hardware
Obtaining Required IBM Utilities
Obtaining Required Security Privileges
Planning Backup and Recovery Stages
Creating a Schedule for the Upgrade
About Estimating Database Size
Upgrading Your DB2 Software
About Multilingual Deployments
Upgrading to RC2 or AES Encryption
New Upgrade Features
About User Interface Changes
About Upgrading Access Control
About the Party Model
About the New Column Added to S_SRC_PAYMENT
About Database Clustered Indexes
About Migrating HTML Attachments to Base Tables
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Application Upgrade Planning
Upgrade Planning for Address Data Migration
Upgrade Planning for Siebel Employee Relationship Management (ERM)
Upgrade Planning for Siebel Marketing
Upgrade Planning for Siebel Workflow Designer
Upgrade Planning for Handheld Devices
Upgrade Planning for Resonate Central Dispatch
Upgrade Planning for String Translation
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Basic Database Preparations
Preparing Tables and Views for Upgrade
Preparing Custom Indexes for Upgrade
Exporting Interface Table Data
Preserving Dock Objects and Visibility Rules
Verifying Database Server Configuration
Securing AIX Memory Allocation Segment Space
Creating Storage Groups
Preparing the Storage Layout of the Schema
Modifying the Storage Control File
About Extracting the Storage Control File
Extracting the Storage Control File
Validating the Extracted Storage Control File
Reviewing the Storage Control File
Reviewing Tablespace Size
Backing Up the Database
Adding a Siebel User
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Preparing Application Data for Upgrade
Preparing Workflow Processes for Upgrade
Identifying Seed Data Customizations
Preparing Mobile User Data for the Database Upgrade
Setting Up Campaign Status Values for Siebel Marketing Upgrade
Preparing Address Data for Upgrade
Preparing Products for Upgrade
Preserving Marketing Segment Descriptions
Identifying and Resolving Duplicate Row IDs
Preparing Siebel eChannel Data for Upgrade
Preparing Forecasting Data for Upgrade
Preparing Products and Quotes for Upgrade
Verifying Household Data Integrity
Preparing Financial Services Application Tables for Upgrade
Preparing Siebel Configurator Data for Upgrade
Setting the Value of S_SRC_PAYMENT.TYPE_CD
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Preparing a Development Environment for Upgrade
Prerequisites for a Development Upgrade
About Moving Tables
Checking In Development Repository Projects
Preparing EIM Tables for Upgrade
Preparing for Intersection Table Maintenance and Deduplication
Determining Which Template File Was Used During an Extract or Merge
Renaming the Siebel Repository Using Siebel Tools
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Preparing a Production Environment for Upgrade
Prerequisites for a Production Upgrade
Transferring the Customized Repository and Schema Definition Files
Renaming the Production Environment Repository
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Upgrading the Database
Changing the Database Server Configuration Utility Language
Preparing to Run the Database Server Configuration Utility
Running the Database Server Configuration Utility Under Windows
Running the Database Server Configuration Utility Under UNIX
Starting the Siebel Upgrade Wizard
Stopping the Siebel Upgrade Wizard
Migrating Address Data from Custom Extension Columns
Preparing for a Non-Development-Environment Upgrade
Installing New License Keys After Upgrade
Deleting Redundant Upgrade Files
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Upgrading a Development Environment Database from the Midtier
Executing SQL Files After the First Pause
Resuming the Siebel Upgrade Wizard After the First Pause
Executing SQL Output Files After the Second Pause
Executing SQL Output Files After the Second Pause - Stage 1 of 2
Deploying Stored Procedures and User-Defined Functions
Executing SQL Output Files After the Second Pause - Stage 2 of 2
Resuming the Siebel Upgrade Wizard After the Second Pause
Executing SQL Output Files After the Third Pause
Resuming the Siebel Upgrade Wizard After the Third Pause
Updating Statistics
Synchronizing the Schema
Dedup Files
Migrating Custom Business Component Configurations
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Upgrading a Database from the Mainframe
Generating Development Environment Mainframe-Centric Upgrade Files
Transferring the dedup Files
Preparing the z/OS Host Environment
Prerequisites for Upgrade Procedures on the z/OS Host
Transferring JCL, SQL, and Binary Files to the z/OS Host
Customizing the JCL UNIT Parameter Value
Defining and Allocating z/OS Setup Datasets
Setting Up the Upgrade Environment on the z/OS Host
Preparing for Table Creation (PRET) on the Source Database
Resuming the Siebel Upgrade Wizard After the First Pause
Transferring Control Cards and Schema DDL Files to the z/OS Host
Preparing the Schema and JCL Files on the z/OS Host
Applying DSNHLQ to FTP DDL, Unload Cards, and Load Cards
Unpacking the Unload and Load Control Cards and Executing the DDL
Installing Stored Procedures on the z/OS Host
Preparing Siebel-Scheduled Jobs on the z/OS Host
Optimizing the Target Job Stream, Part 1
Optimizing Old-Schema Index Rebuild Jobstreams
Loading Log Tables on the Source Database
Loading Log Tables on the Target Database
Executing the Upgrade on the z/OS Host (Phase 1 of 2)
Running Unload Jobs on the Source Database
Running Load Jobs on the Target Database
Executing Index DDL and Executing Rebuild Indexes
Migrating Preschm Data
Migrating Address Data
Migrating eChannel Data
Migrating Household Data
Migrating Preschm Data for FINS
Migrating Product Configurator Data
Migrating Product Configurator Data for FINS
Migrating ISS Data
Resuming the Siebel Upgrade Wizard on the Midtier After the Second Pause
Transferring the Index Schema to the z/OS Host
Preparing Siebel-Scheduled JCL
Optimizing the Target Job Stream, Part 2
Executing the Upgrade on the z/OS Host (Phase 2 of 2)
Loading Target Siebel Log Tables
Dropping Old Indexes and Creating New Indexes
Rebuilding the Gen Primary 7.8 Indexes
Migrating the Gen Primary 7.8 SQL
Creating the New EIM Indexes
Generating RUNSTATS
Performing Intersection Table Maintenance
Resuming the Siebel Upgrade Wizard on the Midtier After the Third Pause
Restarting Failed Jobs on the Mainframe
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Reviewing the Database Upgrade Log Files
About the Database Upgrade Logs
Reviewing Upgrade Log Files for Errors
Reviewing the Log Files
Reviewing Log Files for Errors in Jobs Run from the Midtier
Viewing the Siebel Job Log Status
Running SQL in Siebel Logs
Manually Archiving Upgrade Log Files
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Performing the Siebel Tools Repository Merge
About Inheriting Upgrade Behavior
About the Postmerge Utilities
About the Incorporate Custom Layout (ICL) Upgrade Option
Configuring Objects to Inherit Upgrade Behavior
Migrating Repository Objects to the Standard UI
About Backing Up the New Customer Repository or Database Schema
About Reorganizing Tables Before the Repository Merge
Running the Repository Preparation Wizard on Release 6.2.1 Repository
Performing a Repository Merge
Determining If a Repository Merge Was Successful
Migrating Custom Workflows
Reviewing Attribute Conflicts in the Repository Merge
Reviewing Deleted Objects in the Repository Merge
Reviewing Obsolete Objects in the Repository Merge
Generating EIM Temporary Columns After a Repository Merge
Regenerating the Repository Definition Files
Deleting Unneeded Repository Files
Creating a New SRF File
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Migrating Siebel 6.2.1 Customizations
About Migrating to the Siebel Web Client
About Migrating 6.2.1 Scripts
About Migrating 6.2.1 Client-Side Interfaces
Identifying What Will Be Migrated
Exposing Hidden Properties of Applets and Views
Running the Siebel Web Client Migration Wizard
Reviewing Applet and View Migration
Running the Web Layout Wizard
Migrating Scripts Attached to Controls
Migrating Scripts Attached to Applets
Migrating Business Component, Business Service, and Application Scripts
Migrating Outbound COM Interfaces
Migrating Inbound COM Interfaces
Regenerating the Postmerge Utilities Log
Reviewing Customized Business Components
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Postmerge Development Tasks
Running the Postmerge Utilities
Troubleshooting Postmerge UI Problems
Verifying Business Address Applet Configuration
Reviewing Grid-Based Applets After the Merge
Reviewing UI Navigation After the Merge
Reviewing Multi-Value Group (MVG) Shuttle Applets After the Merge
Revising Rich Text Controls After the Merge
Reviewing New Aggregate Categories After the Merge
Revising Visibility Filters to Display Correctly After the Merge
Assigning a Category and Type to Chart Views After the Merge
Assigning a Category and Type to Explorer Views After the Merge
Setting Up Navigation to Inaccessible Detail Views After the Merge
Eliminating Obsolete UI Fields After the Merge
Reviewing UI Objects Affected by ICL After the Merge
Reviewing Required Fields in the UI After Merge
Setting Label Alignment for Text Fields
Assigning an Item Identifier to Web Template Items
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Postupgrade Tasks for a Development Environment
Reapplying Custom Columns to the Siebel Database
Deleting Duplicate EIM Mappings
Regenerating the Database Template File
Extracting Developers or Siebel Tools Clients
Resetting Database Server Configuration Parameters
Upgrading to the Symbolic String Model
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Postupgrade Tasks for a Production Environment
Upgrading Siebel Mobile and Dedicated Web Clients
Upgrading Regional Servers
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Postupgrade Tasks for Database and File System
Checking for Inactivated EIM Table Columns
Validating Dock Objects and Rule Definitions
Updating the File System Directory
Updating File System Attachments
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Postupgrade Tasks for Applications
Generating Reporting Relationships After Upgrade
Setting Up Your Environment to Support Global Time Zone
Updating Enterprise Application Integration (EAI) After Upgrade
Setting Visibility Modes for Access Control
Removing Call Center Duplicate Logins After Upgrade
Upgrading ERM Customized Microsite and Group News Pages
Migrating Course Duration Information for Siebel Training
Upgrading the Launch Field in Siebel Training LOV
Upgrading the Test Status in Siebel Training After Upgrade
Verifying Class and Session Times in Siebel Training
Upgrading ERM Approval Business Process Workflows
Migrating Data to the Bankruptcy Status Field
Upgrading File System Attachments for Siebel Financial Services Call Reports
Upgrading File System for Household Notes and Attachments
Upgrading Marketing Responsibilities
Reviewing Marketing Campaign Data
Reviewing Renamed Fields in Siebel Marketing
Displaying Marketing Regions
Revising Marketing Program Flowchart Icons
Setting Default Campaign Execution Options
Upgrading Activity Plans for Programs and Campaigns
Upgrading the Newsletter Offer Type
Configuring Universal Inbox
Reviewing Data Warehouse Schema Changes
Upgrading Siebel Purchase Orders
Configuring Asset-Based Ordering
Reviewing Address Data After Upgrade
Configuring Products and Quotes
Upgrading Attribute Pricing
Verifying the Upgrade to Aggregate Discounts in Pricer
Migrating Data to the Bankruptcy Status Field
Upgrading Seeded Workflows
Upgrading Inbound Workflows
Upgrading Siebel Product Configurator
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Tuning the Production Upgrade Scripts
About Tuning the Upgrade Scripts
Optimizing Unload and Load Job Performance
Adding the Statistics Clause to Load Cards
About Deactivating Jobs That Do Not Process Data
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Tables Modified or Seeded During Upgrade
Important Schema Changes at Release 7.8
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Siebel Marketing Upgrade Reference
Obsolete Siebel Marketing Data
Obsolete Business Objects in Siebel Marketing
Obsolete or Replaced Views in Siebel Marketing
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Upgrade Planning Worksheet
Team Lead Summary
DB2 Connect Information
Siebel Development Environment Information
Siebel Production Environment Information
z/OS Host System Variables Information (Mainframe Upgrade)
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Columns Denormalized During Upgrade to Release 7.8
Denormalized Columns for 6.2.1 Siebel Financial Services Applications
Denormalized Columns for 6.2.1 Siebel eBusiness Applications
Denormalized Columns for 6.3 Siebel Industry Solutions
Denormalized Columns for 7.0.4 Siebel eBusiness Applications
Denormalized Columns for 7.0.4 Siebel Financial Services Applications
Denormalized Columns for 7.0.4 Siebel Industry Solutions
Denormalized Columns for 7.5.2 Siebel Industry Applications
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Production Upgrade Files Generated by the Upgrade Wizard
Siebel 7.8 Upgrade Files
Tables Amended During PRET Unload Processing
PRET Members Generated By Pretedit.txt
Source Tables Amended During PRET Processing
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