Planning an Upgrade to Siebel 7 > Upgrade Assessment Worksheet >

Upgrade Assessment Worksheet


Print this worksheet and record the following information for your upgrade assessment.

Section 1: Contact Information

Account Name:
                                                                                            
Customer Contact:
                                                                                            
Email:
                                                                                            
Phone:
                                                                                            
Siebel Team:
                                                                                            
Technical Account Manager:
                                                                                            
Sales Consultant:
                                                                                            
District Manager:
                                                                                            
Additional Information:
                                                                                            
 
                                                                                            

Section 2: Application Information

Name of application(s) to be upgraded,
for example, Call Center, eCustomer:

                                                      
 
                                                      
 
                                                      
Architecture implemented
(check all that apply):

q Siebel Dedicated Client
 
q HTML Thin Client
 
q Windows Thin Client
 
q Java Thin Client
 
q Siebel Wireless Client
 
q Siebel Handheld Client
 
      Handheld Platform:
 
q Siebel Voice
Current Siebel version:
                                                      
Number of mobile users:
                                                      

Section 3: Configuration Information

Siebel modules with high or
medium complexity:
q Siebel Dedicated Client
 
q HTML Thin Client
 
q Windows Thin Client
 
q Java Thin Client
 
q Siebel Wireless Client
 
q Siebel Handheld Client
 
    Handheld Platform:
 
q Siebel Voice
Any desktop interaction through scripts?
(list all that apply)

                                                   
 
                                                   
 
                                                   
Any launching of External Applications
from within the Siebel Client?
(excluding EAI activities)


q
Yes
 
q No

Section 4: Integration Information

Percentage of time spent during your original implementation on integration:

                                                       
Number of external integration points:
                                                       
Number of external applications:
                                                       
EAI technologies used:
(check all that apply)

q
EIM
 
q Integration Objects
 
q VBC's
 
q Adapters:
 
q Connectors:
 
q Siebel Data Control
 
q COM, CORBA, EJB
 
q Custom Business Services
 
q J2EE Interface:

Section 5: Unicode Database Information

Number of environments (databases) to migrate to a Unicode database:

                                                        
Code page currently deployed:
                                                        

Section 6: Unicode Integration Information

EAI Technologies used for
outbound integration:
(check all that apply)


q
EIM
 
q Integration Objects
 
q VBC's
 
q Adapters:
 
q Connectors:
 
q Siebel Data Control
 
q COM, CORBA, EJB
 
q Custom Business Services
 
q J2EE Interface:
Will all inbound interfaces comply with
Unicode character set?

q
Yes
 
q No

Section 7: Enterprise Infrastructure Information

Do you have multiple languages installed?
q Single language installed
 
q Multiple languages installed
Primary language:
                                                      
Additional languages:
(for a multilingual deployment)

                                                      
 
                                                      
 
                                                      
Is your Enterprise deployed across
geographical data centers?

q
Yes
 
q No

Section 8: Database Infrastructure Information

Approximate size of production database:
                                                        
Database platform and version used
for the production database:

                                                        


 Planning an Upgrade to Siebel 7 
 Published: 18 June 2003