Bookshelf v7.5: Before You Begin

Before You Begin

If you have not already done so, copy the Upgrade Planning Worksheet, located in Upgrade Planning Worksheet and fill out the appropriate fields with the following:

Siebel Administrator User Name and Password. This must be a valid RDBMS user name and password, and it must be set up as a Siebel employee. The employee record must have the "Siebel Administrator" responsibility. SADMIN is the default administrator user name and password. If this user does not already exist in your database, or does not have "Siebel Administrator" privileges, then you must add this to your database prior to proceeding with the upgrade.

Database Tableowner Account User Name and Password. For DB2 UDB and Oracle, SIEBEL is the default tableowner account user name and password for Siebel eBusiness Applications.

Siebel Data Tablespace. Only applicable to Oracle, this is the name of the tablespace on the Oracle server where the Siebel data tables are stored.

Siebel Index Tablespace. The name of the tablespace on the DB2 or Oracle server where the Siebel indexes are stored.

Siebel 4-KB Data Tablespace. The name of the tablespace on the DB2 server where the 4-KB Siebel data tables are stored.

Siebel 16-KB Data Tablespace. The name of the tablespace on the DB2 server where tables reside whose row length equals greater than 4005 bytes, but less than 16,384 bytes.

Siebel 32-KB Data Tablespace. The name of the tablespace on the DB2 server where tables reside whose row length equals up to 32,768 bytes.

NOTE: Siebel tablespaces for the DB2 UDB platform should be database managed tablespaces (DMS) rather than system managed tablespaces (SMS).

A checklist of preupgrade tasks is provided in Table 6.

Table 6. Preupgrade Tasks
	Environment
Preupgrade Task	Dev.	Prod.
Fill out your copy of Upgrade Planning Worksheet with information specific to your RDBMS platform.	4	4
Prepare to import the new customer repository. See Preparing to Import the New Customer Repository.		4
Verify database sort order. See Verifying Database Sort Order.	4	4
Save all pending changes. See Saving All Pending Changes.	4
Back up the database. See Backing Up the Development or Production Database.	4	4
Save interface table data. See Saving Interface Table Data.	4	4
Upgrade your RDBMS software. See Upgrading Your RDBMS Software.	4	4
Verify database server configuration for your RDBMS. See Verifying Database Server Configuration.	4	4
Preserve custom indexes on tables. See Preserving Custom Indexes on Tables.	4	4
Disable customized triggers. See Disabling Customized Triggers.	4	4
Drop customized views. See Dropping Customized Views.	4	4
Rename the existing development repository from "Siebel Repository" to "Prior Customer Repository." See Renaming Your Existing Development Repository.	4	4
Record dock objects and visibility rules. See Recording Dock Objects and Visibility Rules.	4	4
Prepare your application data. See Preparing Application Data for Upgrade.	4	4