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Postupgrade Marketing Configuration

After the upgrade, Marketing resides on the Siebel Analytics platform. Because some parts of the Marketing application are not automatically migrated during the upgrade, they need to be recreated or reconfigured on the Siebel Analytics platform. For more information about the upgrade process, see Upgrade Guide for the operating system you are using.

The following Marketing elements must be recreated or reconfigured:

• Reconfigure Marketing Metadata
• Update Marketing Responsibilities
• Deactivate Obsolete Marketing Workflow Processes

Reconfigure Marketing Metadata

The Marketing metadata supporting segmentation and list generation must be configured during the upgrade project. The following features require new configuration in the Siebel Analytics platform. The following Marketing Analytics components require reconfiguration in the Siebel Analytics platform.

• To configure metadata for the Marketing module, see the chapter about Marketing metadata in Siebel Analytics Server Administration Guide.
• To create list formats, including campaign load formats, see Designing Marketing List Formats and Designing Marketing Campaign Load Formats.
• To create segments, see Siebel Marketing User Guide or the Segment Designer online help.

Update Marketing Responsibilities

Several views have been removed or replaced in Siebel Marketing. You need to update your Siebel Responsibilities to make sure these views are visible to your users. For instructions about how to create or modify responsibilities, see Security Guide for Siebel eBusiness Applications. For more information about Marketing Responsibilities, see About Marketing Responsibilities and Access Groups.

Deactivate Obsolete Marketing Workflow Processes

Table 23 contains a list of Marketing workflows that should have been deactivated during the upgrade process. Make sure these workflows have not been inadvertently activated. For more information, see the section about upgrade planning for Siebel Workflow Designer in the Upgrade Guide for the operating system you are using.

CAUTION:  After the upgrade, no workflows are deployed. You must deploy and activate workflows before you can use them. You manually deploy seed workflows and customer workflows in Siebel Tools. For more information, see the section about upgrade planning for Siebel Workflow Designer in the Upgrade Guide for the operating system you are using.