This chapter contains the following topics:

• Generating Reporting Relationships After Upgrade
• Setting Up Your Environment to Support Global Time Zone
• Updating Enterprise Application Integration (EAI) After Upgrade
• Setting Visibility Modes for Access Control
• Removing Call Center Duplicate Logins After Upgrade

Siebel ERM

• Upgrading ERM Customized Microsite and Group News Pages
• Migrating Course Duration Information for Siebel Training
• Upgrading the Launch Field in Siebel Training LOV
• Upgrading the Test Status in Siebel Training After Upgrade
• Verifying Class and Session Times in Siebel Training
• Upgrading ERM Approval Business Process Workflows

Siebel Financial Services

• Migrating Data to the Bankruptcy Status Field
• Upgrading File System Attachments for Siebel Financial Services Call Reports
• Upgrading File System for Household Notes and Attachments

Siebel Marketing

• Upgrading Marketing Responsibilities
• Reviewing Marketing Campaign Data
• Reviewing Renamed Fields in Siebel Marketing
• Displaying Marketing Regions
• Revising Marketing Program Flowchart Icons
• Setting Default Campaign Execution Options
• Upgrading Activity Plans for Programs and Campaigns
• Upgrading the Newsletter Offer Type
• Configuring Universal Inbox
• Reviewing Data Warehouse Schema Changes

Order Management

• Upgrading Siebel Purchase Orders
• Configuring Asset-Based Ordering
• Reviewing Address Records After Upgrade
• Configuring Products and Quotes

Siebel Pricer

• Upgrading Attribute Pricing
• Verifying the Upgrade to Aggregate Discounts in Pricer

Financial Services

• Migrating Data to the Bankruptcy Status Field

Workflows

• Upgrading Seeded Workflows
• Upgrading Inbound Workflows

Product Configurator

• Upgrading Siebel Product Configurator