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About Siebel Upgrade Planning Resources

Upgrades from: All Siebel releases.

Environments: Development, production test, production.

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

This topic lists important publications and resources for performing an upgrade. Review these as part of the upgrade planning process.

Product Documentation

Oracle's Siebel Product documentation is collectively called the Siebel Bookshelf. The Siebel Bookshelf is available on CD-ROM. It is also available on Siebel SupportWeb under Product Documentation.

Siebel Installation and Deployment Documentation

The following publications are meant to be used in concert with installation or deployment of the Siebel application and can be found on Siebel Bookshelf.

• Deployment Planning Guide
• Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools
• Siebel Installation Guide for UNIX: Servers, Mobile Web Clients, Tools
• Going Live with Siebel Business Applications. Provides information about how to migrate customizations from the development environment to the production environment
• Siebel System Administration Guide. Details on how to administer, maintain, and expand your Siebel Servers
• Security Guide for Siebel Business Applications
• Performance Turning Guide
• Configuring Siebel Business Applications. Provides information about configuring Siebel Business Applications in Siebel Tools
• Siebel Data Model Reference (DMR). The DMR describes in detail the Siebel database schema for a Release. It also lists certain types of schema changes. Use the DMR during upgrade planning to evaluate how data will be stored in the new Release. Consider obtaining a DMR for both the Release you are upgrading from as well as the Release you are upgrading to. Contact your account representative or Siebel Technical Support for information on ordering DMRs.
• 6.x upgrades only: Planning an Upgrade to Siebel 7 for information about upgrading to the Siebel 7 data model for the first time
• 6.x upgrades only: Siebel Connector for SAP/R3 to obtain Siebel 6.x upgrade instructions specific to this connector

Siebel SupportWeb

This is Oracle's Siebel products technical support Web site. It provides search engine access to the Siebel Bookshelf, Technical Notes, Alerts, troubleshooting information and other important information. SupportWeb is located at https://ebusiness.siebel.com/supportweb/.

• Installation and Upgrade Portal Page. This SupportWeb page lists important installation and upgrade publications, including Bookshelf titles, Technical Notes, and Alerts. Use this page as your entry point for obtaining installation and upgrade information. It is located on Siebel SupportWeb > Installation and Upgrade.
• System Requirements and Supported Platforms on Siebel SupportWebSystem Requirements and Supported Platforms on Siebel SupportWeb. This document is the definitive list of system requirements and supported third-party products. It is located on Siebel SupportWeb at Product Documentation > System Requirements and Supported Platforms & Miscellaneous Documentation.
• Release Notes. Release Notes contain late-breaking information that the Siebel Database Upgrade Guide does not yet include. Release Notes regarding upgrade are located on Siebel SupportWeb at Product Documentation > Release Notes > Siebel Business, Industry, Midmarket Edition, and CRM Applications 7.x and later > Categories > General > Upgrade.
• Maintenance Release Guides. Maintenance Release Guides contain important information about updates to applications in maintenance releases. Maintenance Release Guides are located on Siebel SupportWeb at Product Documentation > Maintenance Release Guides.
• Documentation Updates. Typically, the Bookshelf is updated monthly. During the month, PDF updates are posted to Siebel SupportWeb > Product Documentation > Documentation Updates.
• Technical Notes and Alerts. Technical notes and Alerts provide important information on specific upgrade issues. Technical Notes related to upgrade are located on Siebel SupportWeb at Technical Notes > Upgrade. Alerts related to upgrade are located on Siebel SupportWeb at Alerts > Upgrade.

  Alert 1002 and Alert 1179 are master Alerts that list Technical Notes and Alerts particularly important to all upgrades. References to these Alerts and Technical Notes are integrated throughout the Siebel Database Upgrade Guide.

• Troubleshooting Steps. Troubleshooting Steps contain information about how to troubleshoot common error messages and unwanted behavior in Oracle's Siebel applications. Troubleshooting Steps are for upgrade list error messages found in upgrade logs and describe how to resolve them. Troubleshooting Steps are located on Siebel SupportWeb at Troubleshooting Steps > Product Areas > Upgrade.
• Siebel Weekly Content Notification Service. This service notifies you weekly by email of important content changes on Siebel SupportWeb. This includes new product documentation, technical notes, alerts, and troubleshooting steps. To subscribe, see the Siebel Weekly Content Notification banner on the SupportWeb search page.

Technical Account Manager

If you need assistance planning your upgrade or encounter problems during the upgrade, your Technical Account Manager can advise you on how best to use available Oracle resources.

Expert Services

Oracle's Siebel Expert Services offers detailed implementation planning and technical consulting services. They also provide rapid response and resolution for critical technical issues affecting Siebel deployments.

Contact Oracle's Siebel Expert Services for important information in the following areas:

• Migrating from Siebel Industry Solutions or Siebel Financial Services to Siebel Business Applications during upgrade
• Migrating to Unicode code page support during upgrade
• Changing operating system type during upgrade