Siebel Anywhere Administration Guide > Upgrade Planning and Preliminary Tasks > Determining Upgrade Requirements >

Determining Version Setting Values


The exact set of information needed for defining a Siebel Anywhere upgrade kit depends on the type of kit involved. However, you must supply version information for all upgrade kit types. When determining who can and who must upgrade a particular component, Siebel Anywhere compares version information stored in the database with the versions of components actually installed on each subscriber's computer. The information in the database comes from the information you supply when you create upgrade kits.

For each upgrade kit, you will need to supply values or approve default values for three version settings:

  • New Version
  • Minimum Old Version
  • Maximum Old Version

For a general discussion of the significance of these versions, see How Siebel Anywhere Versions Work. In general, the values you supply will be related to the version numbers already in use for the component being upgraded. Therefore, gathering version information about existing components is an important part of planning an upgrade.

CAUTION:  Make certain that Minimum Old Version, Maximum Old Version, and New Version settings are correctly set before finishing your upgrade kit, using the default numbering system, if possible. Incorrectly specifying the version information can prevent subscribers from upgrading successfully.

Gathering Information on Existing Component Versions

The following procedure provides instructions for listing the components currently available in your Siebel implementation, along with information about currently acceptable versions of those components and how those versions are checked.

CAUTION:  When implementing major upgrades, be sure to preserve the version numbers for every component. This precaution is important because Siebel Anywhere assigns increasing version numbers, but components that are included in upgrades may have default version numbers set to zero. If the version number of a new component is left lower than the version number of the corresponding preupgrade component, newly-upgraded users may be prompted, incorrectly, to install the old component. Never reset any Siebel Anywhere version numbers to zero; instead, increase the version numbers of the new components to match their preupgrade counterparts. In particular, you must use the srfstamp utility to stamp a current version number on a new repository (.srf) file. For information about using srfstamp, see To test repository components for consistency. The version number of your repository is displayed as User Version when you choose Help > About Repository from the application-level menu in your Siebel application.

To display version information for existing components

  1. From the application-level menu, select Navigate > Site Map > Administration - Siebel Anywhere.
  2. From the link bar, select Upgrade Component List.

    The Upgrade Component List appears. Table 7 describes the information available in this list.

    CAUTION:  Do not use the Upgrade Component List to modify information about an existing component—modifying information in the list can prevent version checking from working properly. If you need to modify version information for an existing component, use the Upgrade Kit Wizard, as described in Defining Upgrade Kits. If you want to modify other component characteristics, create a custom component with the characteristics you need, as described in Setting Up Custom Siebel Anywhere Upgrade Components.

Table 7. Fields in the Upgrade Component List
Name
Comment

Component Type

The type of component kit; for example, Siebel Executables or third-party software.

Locate Information

Information used by Siebel Anywhere when locating version information for the subscriber's currently installed component. For more information about how Siebel Anywhere uses this setting, see About Monitoring and Verifying Siebel Anywhere Version Numbers.

Locate Method

Method used by Siebel Anywhere to locate version information for the subscriber's currently installed component. For more information about how Siebel Anywhere uses this setting, see About Monitoring and Verifying Siebel Anywhere Version Numbers.

Max Version

The latest version of the component that is available for running the application in read/write mode.

Min Version

The earliest version of the component that is acceptable for running the application in read/write mode.

Name

Name that identifies the component for Siebel Anywhere.

Version Information

Information used by Siebel Anywhere when checking the version of the subscriber's currently installed component. For more information about how Siebel Anywhere uses this setting, see About Monitoring and Verifying Siebel Anywhere Version Numbers.

Version Method

Method used by Siebel Anywhere to check the version for the subscriber's currently installed component. For more information about how Siebel Anywhere uses this setting, see About Monitoring and Verifying Siebel Anywhere Version Numbers.

Planning Version Settings for a New Upgrade Kit

The information you gather about current version settings lets you plan version settings for your new upgrade kit.

NOTE:  When you run the Upgrade Kit Wizard to define your new upgrade kit, you will need to supply values for the New Version, Minimum Old Version, and Maximum Old Version settings.

The following tables contain guidelines for determining the version values you should use in a variety of situations.

  • Table 8 provides guidelines for choosing your New Version value.
  • Table 9 provides guidelines for choosing your Minimum Old Version and Maximum Old Version values.

You can use these tables as worksheets by printing them out and filling in the values that you will use when you define your upgrade kit.

The New Version value specifies the version number that the component being upgraded will have after the upgrade kit is used. Look in the Situation column of Table 8 to find a description of your situation, and read the adjacent guidelines.

Table 8. New Version Planning Worksheet for Upgrade Component ______________
Version Setting
Situation
Value Guidelines
Your Value

New Version

(Identifies the version number of the component in the upgrade kit)

New component

Set New Version to 1.

1

Upgrade to existing component

Set New Version to n+1, where n is the Siebel Anywhere version number of the latest version of the component previously installed within your Siebel System. To display previously installed versions, see To display version information for existing components.)

 

Upgrade to existing component after a major Siebel upgrade

Make sure that any components provided in the major upgrade have Siebel Anywhere version numbers equal to or greater than preupgrade components. You may need to stamp new numbers on the components to achieve this, particularly for SRF files. For more information, see Testing for Upgrade Kit Component Consistency.

When component version numbering is continuous across the upgrade, use instructions in Upgrade to existing component, in previous row of this table.

 

Replacing a defective kit that has been distributed and deactivated

Set New Version to the same value you assigned to the defective kit.

 

The Minimum Old Version and Maximum Old Version values specify the range of component versions that subscribers must have to download and install the upgrade kit. Look in the Situation column of Table 9 to find a description of your subscribers' situation, and read the adjacent guidelines for choosing values.

Table 9. Minimum Old Version and Maximum Old Version Planning Worksheet for Upgrade Component
Version Setting
Situation
Value Guidelines
Your Value

Minimum Old Version

(Determines who can use the kit)

No component versions are prerequisites for subscribers using upgrade kit or all needed prerequisites are included in this kit.

Leave blank.

NULL

Subscribers are upgrading a history-independent component, such as SRF, executable, or database schema.

Automatically set to NULL. Cannot be changed.

NULL

Subscribers are upgrading a CFG file.

It is recommended that you leave this setting blank.

 

Subscribers are upgrading a customer revision component.

It is recommended that you accept the default value for this setting and Maximum Old setting, to make sure that your users download and install every kit of this type, without skipping any of them.

 

Subscribers are required to have a prior version of component.

Set to earliest component version that can download and install the new kit.

 

You are replacing a defective kit that has been distributed and deactivated.

Set Minimum Old Version to the same value as you used in the defective kit.

 

Maximum Old Version

(Determines who can use the kit)

No component versions are prerequisites for subscribers using upgrade kit or all needed prerequisites are included in this kit.

Leave blank.

NULL

Subscribers are upgrading a history-independent component, such as SRF, executable, or database schema.

Automatically set to NULL. Cannot be changed.

NULL

Subscribers are upgrading a CFG file.

It is recommended that you leave this setting blank.

 

Subscribers are upgrading a customer revision component.

It is recommended that you accept the default value for this setting and Minimum Old setting, to make sure that your users download and install every kit of this type, without skipping any of them.

 

Subscribers are required to have a prior version of component.

Set to latest component version that can download and install the new kit. This value is always less than the value of New Version.

 

You are replacing a defective kit that has been distributed and deactivated.

Set Maximum Old Version to the same value as you used in the defective kit.

 

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