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Universal Customer Master (UCM) Upgrade Steps After Repository Merge

Upgrades from: UCM 7.8.2 to 8.0

Environments: Development environment only.

Siebel UCM 7.8.2 is shipped with .sif files in addition to the standard 7.8.2 repository. In the Siebel 7.8.2 to 8.0 upgrade process, the Prior Standard Repository is a standard Siebel 7.8.2 repository which does not contain the UCM 7.8.2 additions gained by applying the UCM .sif file. This inconsistency may cause some false conflicts and the 8.0 changes may be overridden by the repository merge conflict resolution process. Some of the mis-picked values may cause functional impact in various UCM areas, such as UI, source data and the history, batch manager and so on. To retain out of the box 8.0 functionality for UCM 8.0, you need to perform the following procedure.

To change the Resolution field in the Application Upgrade Attribute list

  1. Log in to Siebel Tools following your repository merge.
  2. From the application menu, click Screens > Application Upgrader > Application Upgrade Attribute List.
  3. In the Attribute Differences list, find the objects listed in Table 65 and change the value in the Resolution field from "Use Custom Value" to "Use Standard Value."
    Table 65. UCM Objects prior to Resolution field value change
    Object Name
    Top Parent Name
    Top Parent Type
    Object
    Attribute
    Prior Customized Value

    UCM Account Address Source Data and History

    UCM Account Address Source Data and History

    Business Component

    Business Component 'UCM Account Address Source Data and History'

    Search Specification

    [Object Name] = "CUT Address"

    UCM Contact Address Source Data and History

    UCM Contact Address Source Data and History

    Business Component

    Business Component 'UCM Contact Address Source Data and History'

    Search Specification

    [Object Name] = "Personal Address"

    UCM Account History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Account History Flat List View' of Screen 'CIF Administration Screen'

    Menu Text - String Reference

    SBL_ACCOUNT_SOURCE_DATA_UCM

    UCM Account History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Account History Flat List View' of Screen 'CIF Administration Screen'

    Viewbar Text - String Reference

    SBL_ACCOUNT_SOURCE_DATA_UCM

    UCM Contact History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Contact History Flat List View' of Screen 'CIF Administration Screen'

    Menu Text - String Reference

    SBL_CONTACT_SOURCE_DATA_UCM

    UCM Contact History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Contact History Flat List View' of Screen 'CIF Administration Screen'

    Viewbar Text - String Reference

    SBL_CONTACT_SOURCE_DATA_UCM

    Yes

    UCM Batch Process: 3

    Workflow Process

    WF Step Branch 'Yes' of WF Step 'Last Page?' of Workflow Process 'UCM Batch Process: 3'

    Expression

    (LastPage All Must Match (Ignore Case)('true'))
  4. After changing the Resolution field value from "Use Custom Value" to "Use Standard Value" the objects will reflect the values displayed in Table 66.
    Table 66. UCM Objects after Resolution field value change
    Object Name
    Top Parent Name
    Top Parent Type
    Object
    Attribute
    New Standard Value

    UCM Account Address Source Data and History

    UCM Account Address Source Data and History

    Business Component

    Business Component 'UCM Account Address Source Data and History'

    Search Specification

    [Parent Type] = 'Account'

    UCM Contact Address Source Data and History

    UCM Contact Address Source Data and History

    Business Component

    Business Component 'UCM Contact Address Source Data and History'

    Search Specification

    [Parent Type] = 'Contact'

    UCM Account History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Account History Flat List View' of Screen 'CIF Administration Screen'

    Menu Text - String Reference

    SBL_ACCOUNTS-1004224419-01T

    UCM Account History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Account History Flat List View' of Screen 'CIF Administration Screen'

    Viewbar Text - String Reference

    SBL_ACCOUNTS-1004224419-01T

    UCM Contact History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Contact History Flat List View' of Screen 'CIF Administration Screen'

    Menu Text - String Reference

    SBL_CONTACTS-1004224924-40K

    UCM Contact History Flat List View

    CIF Administration Screen

    Screen

    Screen View 'UCM Contact History Flat List View' of Screen 'CIF Administration Screen'

    Viewbar Text - String Reference

    SBL_CONTACTS-1004224924-40K

    Yes

    UCM Batch Process: 3

    Workflow Process

    WF Step Branch 'Yes' of WF Step 'Last Page?' of Workflow Process 'UCM Batch Process: 3'

    Expression

     
    
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