Table 10. Preupgrade Tasks for the Test or Production Environment Scenario
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Siebel Upgrade Consultant, DBA
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Back up the preupgrade production database. Copy the production database to create a testing database.
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Verify the database backup made in Step 1.
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Upgrade Oracle database server software from 8.0.5 to 8.1.7.
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Siebel Upgrade Consultant, DBA
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Adjust the database server configuration parameters to the settings defined in Upgrade Guide for Microsoft Windows to allow for database growth during upgrade.
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Siebel Upgrade Consultant
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Copy the production Siebel File System to your test environment. Set the test environment file system with the correct sharing privilege.
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Complete all the workflow manager tasks. Make sure there is no record in S_ESCL_REQ table.
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Save any interface table data.
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Disable any customized database triggers and views.
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Siebel Remote Users, Siebel Developers, Siebel Upgrade Consultant
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All remote users synchronize their local databases.
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Siebel Upgrade Consultant
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Disable transaction merger.
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If you use eChannel, eConfigurator, Forecasting, Quotes, or Calendars, prepare application data for upgrade.
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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.
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Stop the following services:
n Siebel Server for the test environment
n Siebel Gateway for the test environment
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Siebel Upgrade Consultant
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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 the test environment.
n Uninstall Siebel 6.3 application server on the test environment.
n Uninstall Siebel 6.3 gateway server for the test environment.
n Uninstall Oracle client 8.0.5.
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Delete all directories related to test environment servers and and restart the machine.
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Install Windows 2000 SP2.
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Install Internet Explorer (the most recent version and service pack).
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Install IIS 5.0. Make sure you can browse the IIS default page without firewall error.
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Install Microsoft Office, Microsoft Outlook, and Adobe Acrobat Reader.
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Desktop Administrator, Siebel Upgrade Consultant
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Set up the Siebel administrator account ( SADMIN ). See Siebel Server Installation Guide for Microsoft Windows for detailed instructions.
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Siebel Upgrade Consultant
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Set IE security levels (for example, to allow Active X).
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Log into Siebel 6.0 Tools, and rename Siebel Repository to Prior Customer Repository .
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Backup and delete all extra repositories in Siebel 6.0 Tools.
You only need Prior Customer Repository .
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