Bookshelf v7.5: Introduction

This guide is a compilation of upgrade information specific to the eConfigurator, ePricer, eSales, eAdvisor, and eAuction modules of the Siebel Interactive Selling applications. For more information, see the Upgrade Guide for the operating system you are using. Most likely, you will not find it necessary to read all the chapters.

NOTE: You must have a current maintenance and support contract in order to be eligible for upgrade. Siebel Professional Services provides an upgrade service package that includes a methodology for analyzing, planning, and executing an upgrade to Siebel 7. Assistance from Siebel Professional Services is available on a time-and-materials basis only.

eConfigurator. Product administrators should review Upgrading to eConfigurator Version 7 to make sure the previous configuration models and quotes are properly transferred to the Siebel 7 environment. They should also familiarize themselves with the overall new features of the Siebel Interactive Selling applications, particularly the new classification system, to understand this new foundation of product administration. Since Siebel 7 eConfigurator has a new design paradigm, it is important for product administrators to understand these new features and design trade-offs to determine the appropriate upgrade approach.

ePricer. Pricing administrators should review Upgrading to ePricer Version 7 and make note of the changes in some of the set-up features. Specifically, Reviewing the Factor Target Value discusses the new pricing factor basis and results for price factors. Also, technical considerations are given to the use of the Pricing Factor Flow Designer.

eSales. Administrators that need to understand the new and enhanced features in Siebel 7 and their relationship to the upgrade process from Release 6.x eSales should review Upgrading to eSales Version 7. Some of the topics covered include user types and responsibilities, Web templates, catalog structure, parametric search, product comparison, credit card processing integration, tax calculation integration, workflow-driven user interface, and encryption.

eAdvisor. This guide outlines the process of migrating former OnLink version 4.0 projects as well as existing version 4.x Siebel eAdvisor and browser-based Siebel eConfigurator projects to Siebel 7. Administrative users for these applications should review Upgrading OnLink Browser-Based Applications to Siebel 7.

eAuction. Upgrading to eAuction Version 7 outlines the process of migrating existing OpenSite eAuction customers to Siebel 7 eAuction. This guide is intended for customers of both the OpenSite Auction (OSA) product as well as the Dynamic Pricing Toolkit (DPT) product.

Although job titles and duties at your company may differ from those listed in the following table, the audience for this guide consists of employees in these categories:


Database Administrators	Persons who administer the database system, including data loading, system monitoring, backup and recovery, space allocation and sizing, and user account management.
Siebel Application Administrators	Persons responsible for planning, setting up, and maintaining Siebel applications.
Siebel Application Developers	Persons who plan, implement, and configure Siebel applications, possibly adding new functionality.
Siebel System Administrators	Persons responsible for the whole system, including installing, maintaining, and upgrading Siebel applications.
Siebel Systems Certified Implementation Partners	Persons that have been trained and certified by Siebel Systems to conduct migrations of existing implementations to Siebel 7.
Pricing Administrators	Persons responsible for entering price list information and price model information.
Product Administrators or Product Managers	Persons responsible for determining product relationships and presentations, making use of Siebel Catalog and Siebel eConfigurator to administer the environment in which end-user product selection flow occurs.