Table 7. Preupgrade Tasks for the Development Environment Scenario
|
|
|
|
|
|
Siebel Upgrade Consultant
|
Carefully review System Requirements and Supported Platforms.
n Verify that your Oracle database is using a supported code page.
n Verify that the sort order on the Oracle client is binary.
|
|
|
|
Save all pending changes.
|
|
|
Siebel Upgrade Consultant, DBA
|
Back up the preupgrade development environment database.
|
|
|
Siebel Upgrade Consultant
|
Confirm the backup made in Step 3.
|
|
|
|
Upgrade Oracle database server software from 8.0.5 to 8.1.7.
|
|
|
|
Adjust the database server configuration parameters to the settings defined in Upgrade Guide for Microsoft Windows to allow for database growth during upgrade.
|
|
|
Siebel Upgrade Consultant
|
Back up the Siebel File System.
|
|
|
Siebel Upgrade Consultant
|
Complete workflow manager tasks.
Make sure there are no records in the following tables:
|
|
|
|
Save any interface table data.
|
|
|
|
Preserve custom indexes on tables.
|
|
|
|
Disable any customized database triggers and views.
|
|
|
|
Determine if there are any customized business components based on the most frequently used obsolete tables:
|
|
|
|
Are there any customized EIM mappings that are based on obsolete tables?
|
|
|
Siebel Developers, Siebel Upgrade Consultant
|
All Siebel Tools developers check in and unlock projects.
|
|
|
Siebel Remote Users, Siebel Developers, Siebel Upgrade Consultant
|
All remote users synchronize their local databases.
|
|
|
Siebel Upgrade Consultant
|
Disable transaction merger.
|
|
|
|
Document any customized docking objects and visibility rules.
Involve Siebel Expert Services if there is any customization.
|
|
|
|
If you use eChannel, eConfigurator, Forecasting, Quotes, or Calendars, prepare application data for upgrade.
|
|
|
Siebel Upgrade Consultant
|
Complete Upgrade Planning Worksheet to record the parameters that will be used during the upgrade.
You can find the Upgrade Planning Worksheet in Upgrade Guide for Microsoft Windows.
|
|
|
|
Stop the following services:
n Siebel Server for the development environment
n Siebel Gateway for the development environment
|
|
|
|
n Uninstall all but one of the Siebel 6.3 Tools applications from Siebel Tools developers' workstations. One Siebel Tools application is required to perform subsequent tasks in the upgrade.
n Uninstall Siebel 6.3 database software on development environment.
n Uninstall Siebel 6.3 application server on development environment.
n Uninstall Siebel 6.3 gateway server used by development environment.
n Uninstall Oracle client 8.0.5.
|
|
|
|
Delete all directories related to the development environment servers and restart the machine.
|
|
|
|
Install Windows 2000 SP2.
|
|
|
|
Install Internet Explorer (the most recent version and service pack).
|
|
|
|
Install IIS 5.0. Make sure you can browse the IIS default page without a firewall error.
|
|
|
|
Install Microsoft Office, Microsoft Outlook, and Adobe Acrobat Reader.
|
|
|
Desktop Administrator, Siebel Upgrade Consultant
|
Set up the Siebel administrator account ( SADMIN ). See Siebel Server Installation Guide for Microsoft Windows for detailed instructions.
|
|
|
Siebel Upgrade Consultant
|
Set IE security levels (for example, to allow Active X).
|
|
|
|
Export applets, business components, reports, and integration objects from Siebel 6.0 Tools for use later in the process.
|
|
|
|
Export extension columns from Siebel 6.0 Tools for use later in the process.
|
|
|
|
Log in to Siebel Tools version 6.0, search for applets and business components with attached scripts. Export query results.
|
|
|
|
In Siebel Tools version 6.0, rename Siebel Repository to Prior Customer Repository .
|
|
|
|
Back up and delete all extra repositories in Siebel Tools.
You only need Prior Customer Repository .
|
|
|
|
Record your license keys.
|