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Road Map for Performing a Siebel Database Upgrade

Upgrades from: All Siebel releases.

Environments: Development, production test, production.

Use one of the road maps listed below to guide you through the steps for upgrading your Siebel database.

Each road map consists of a group of processes. Each process consists of a numbered list of tasks. After you complete the tasks in a process, go on to the next process in the road map. When you have completed all the processes in the road map, the upgrade is complete.

Depending on your database and installed release, you may not need to complete all the tasks in a process. Before starting a task, check the applicability information at the beginning of the task and verify the task applies to your upgrade.

Choose one of the following road maps to perform the upgrade:

• Road Map for Upgrading from Siebel 6.x
• Road Map for Upgrading from Siebel 7.x on IBM DB2 UDB for z/OS
• Road Map for Upgrading If You Have a Development Environment
• Road Map for Upgrading Without a Development Environment

Road Map for Upgrading from Siebel 6.x

If you are upgrading from Siebel 6.x, you must first upgrade to Siebel 7.7. Then, you upgrade from Siebel 7.7 to the current release. To upgrade from Siebel 6.x to Siebel 7.7, see the latest Siebel 7.7 version of the Siebel Database Upgrade Guide on Siebel SupportWeb.

Direct upgrades from Siebel 6.2.1 of Siebel Financial Services to the current release of Siebel Industry Applications on IBM z/OS platforms are supported. To perform this upgrade, see Siebel Database Upgrade Guide for DB2 UDB for z/OS.

Road Map for Upgrading from Siebel 7.x on IBM DB2 UDB for z/OS

Upgrading from Siebel 7.x on IBM DB2 UDB for z/OS is described in Siebel Database Upgrade Guide for DB2 UDB for z/OS.

The Siebel Database Upgrade Guide for DB2 UDB for z/OS contains steps that refer you to the present guide (Siebel Database Upgrade Guide) to perform certain tasks. A statement at the beginning of each of these tasks indicates that the task applies to IBM z/OS platforms. For example:

Platforms: MS Windows, UNIX, IBM z/OS.

Do not perform a task unless IBM z/OS is listed as an applicable platform.

After you have completed a task, refer to the Siebel Database Upgrade Guide for DB2 UDB for z/OS to perform the next upgrade step.

Road Map for Upgrading If You Have a Development Environment

If you are upgrading and have a development environment, complete the processes in this road map in the order shown:

1. Process of Planning a Siebel Database Upgrade.
2. Process of Upgrading a Siebel Development Environment.
3. Process of Upgrading a Siebel Production Test Environment.
4. Process of Tuning Siebel Upgrade Performance.
5. Process of Upgrading a Siebel Production Environment.

Road Map for Upgrading Without a Development Environment

If you are upgrading and do not have a development environment, complete the processes in this road map in the order shown.

Upgrading without a development environment means the following are true:

• You are running an uncustomized, out-of-the box version of Siebel applications.
• You have not used Siebel Tools to create or modify any objects or logical schema definitions in the Siebel Repository.
• You have not modified the physical schema in the Siebel database.

If your upgrade meets these criteria, complete the following processes in the order shown:

2. Preparing for a No-Development-Environment Siebel Upgrade.
3. Perform a production test environment upgrade. See Process of Upgrading a Siebel Production Test Environment.
4. Process of Tuning Siebel Upgrade Performance.
5. Upgrade your production environment. See Process of Upgrading a Siebel Production Environment.