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. |
