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Evaluating Upgrade Complexity Based on Customization


At a high-level, you can use the following categories to characterize the complexity of your upgrade project.

  • Basic. Horizontal Siebel applications with few or no customizations and fewer than three interfaces.
  • Moderate. Horizontal Siebel Applications with light scripting and ten interfaces or less.
  • Complex. Siebel Horizontal or Vertical Applications with complex scripting and up to 30 interfaces.
  • Extreme. Siebel Horizontal or Vertical Applications with extensive scripting and 30 or more integration points.

Table 1 lists benchmarks for each complexity category based on the modules implemented, the number of real-time integration points, the number of batch interfaces, the total number of scripts, and the number of user interface-intensive scripts.

These complexity categories are guidelines only. The characteristics of your particular implementation drive your requirements. For example, you might have some characteristics of an extremely complex upgrade, but if you have basic interfaces or no customizations, then the overall complexity of your upgrade may be only moderate.

Table 1.  Complexity Categories
Complexity
Module
Integration
Scripts

Basic

Horizontal application,
end user only

Real time: 0

Interfaces: 3 or fewer

Total Scripts: 10 or less

UI: 0

Moderate

Horizontal or vertical application,
customer,
with simple UI branding

Real time: 2 - 5

Interfaces: 3 - 10

Total Scripts: 10 - 50

UI: 0 - 10

Complex

Horizontal or vertical application,
end user and customer

 

Real time: 5 - 10

Interfaces: 10 - 30

 

Total Scripts: 50 - 100

UI: 10 - 30

Scripts using Active X controls for information exchange with Siebel

Scripts using complex functionality such as terminal emulation windows

Extreme

Horizontal or vertical application,
end user and customer,
with one or more of the following data migrations:

n Data migration from a highly customized schema
n Specialized migration such as eAuction, Analytics, ISS, or mobile solution products
n Migration from a horizontal application to a vertical application
n Migration of a system with near-zero-downtime requirements

Real time: 10 or more

Interfaces: 30 or more

Total Scripts: 100 or more

UI: 30 or more

Scripts with desktop interaction via DLL or COM: 4 or more

Scripts using Active X controls for information exchange with Siebel

Scripts using complex functionality such as terminal emulation windows

Table 2 lists three scenarios that include estimates of resources and duration of the upgrade effort based on upgrade complexity.

Table 2. Example Scenarios
Upgrade/Migration Scenario
Level of Complexity
Staffing
Duration

From Release 6.3 Horizontal to Release 7.5 Horizontal.

Moderate

 

3 to 4 resources

 

8 weeks

From Release 6.x eComm Vertical to Release 7.5 eComm Vertical

Complex

 

8 to 10 resources

6 months

From Release 6.3 Horizontal to Release 7.5 Financial Services Vertical

Extreme

 

20 resources

12 to 20 months

 

Planning an Upgrade to Siebel 7