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Migrating Data for Siebel Business Applications

In this task, you run an upgrade execution plan to populate data in the new Siebel Data Warehouse schema.

NOTE:  If you do not have historical data, such as slowly changing dimensions or accumulated snap shots, such as pipeline facts, you can perform a full load ETL to populate 7.8.x data. If you perform a full load ETL, you do not need to perform the data migration steps listed in the following sections.

This section includes information on migrating data for the following upgrade options:

NOTE:  The term INCA, which is used in certain folder names in this section, is an internal term.

Migrating Data Warehouse Data from Version 7.5.x to 7.8.x

Follow this procedure to migrate data from the Siebel Data Warehouse version 7.5.x to version 7.8.x for Siebel Business Applications.

To migrate data warehouse data from version 7.5.x to 7.8.x

  1. In the Informatica Workflow Manager, navigate to the folder, Upgrade_7.5.XtoINCA, and run the following workflows in the following order:
    1. Upgrade_DAW
    2. Upgrade_R_Image
    3. Upgrade_Unspecifieds
    4. Upgrade_Agree
    5. Upgrade_Asset
    6. Upgrade_Opty
    7. Upgrade_Order
    8. Upgrade_Quote
    9. Upgrade_Response
    10. Upgrade_ServiceRequest
    11. Upgrade_Others
    12. Upgrade_Visibility
    13. UpgradeSlowlyChangingDimensionStartDates
  2. Configure the DAC:
    1. In the DAC, navigate to Setup > Database Connections.
    2. In the Tables subtab, set the Refresh Date to null for the source tables S_SRC and S_SRC_DCP.

      This step performs a full load on the S_SRC and S_SRC_DCP tables. This step is required because the image tables corresponding to these tables were used in a previous release, and, therefore, need to be refreshed.

  3. Execute the Upgrade 7.7 DW to 7.8 DW execution plan:
    1. Navigate to the Execute view.
    2. In the Execution Plans tab, select Upgrade 7.7 DW to 7.8 DW.
    3. Click Run Now.
  4. In the Informatica Workflow Manager, navigate to the folder, Upgrade_INCA_to_7.8, and run the following workflows in the following order:
    1. Upgrade_Workflow_1_Dimensions
    2. Upgrade_Workflow_2_Dimensions
    3. Upgrade_Workflow_3_Facts
    4. Upgrade_Workflow_4_Facts
    5. Upgrade_Workflow_5_Facts
  5. If the Usage Accelerator subject area is part of the data warehouse, run the Upgrade_From77_to78_for_UsageAccelerator workflow, which is in the Upgrade_INCA_to_7.8 folder.
  6. In the DAC, run the Complete ETL execution plan as a refresh (to populate new data warehouse entities).
  7. To verify that the data migrated successfully, make sure the new tables and columns in the schema are populated.

Migrating Data Warehouse Data from Version 7.7 to 7.8.x

Follow this procedure to migrate data from the Siebel Data Warehouse version 7.7 to version 7.8.x for Siebel Business Applications.

To migrate data warehouse data from version 7.7 to 7.8.x

  1. Configure the DAC:
    1. In the DAC, navigate to Setup > Database Connections.
    2. In the Tables subtab, set the Refresh Date to null for the source tables S_SRC and S_SRC_DCP.

      This step performs a full load on the S_SRC and S_SRC_DCP tables. This step is required because the image tables corresponding to these tables were used in a previous release, and, therefore, need to be refreshed.

  2. Execute the Upgrade 7.7 DW to 7.8 DW execution plan:
    1. Navigate to the Execute view.
    2. In the Execution Plans tab, select Upgrade 7.7 DW to 7.8 DW.
    3. Click Run Now.
  3. In the Informatica Workflow Manager, navigate to the folder, Upgrade_INCA_to_7.8, and run the following workflows in the following order:
    1. Upgrade_Workflow_1_Dimensions
    2. Upgrade_Workflow_2_Dimensions
    3. Upgrade_Workflow_3_Facts
    4. Upgrade_Workflow_4_Facts
    5. Upgrade_Workflow_5_Facts
  4. If the Usage Accelerator subject area is part of the data warehouse, run the Upgrade_From77_to78_for_UsageAccelerator workflow, which is in the Upgrade_INCA_to_7.8 folder.
  5. In the DAC, run the Complete ETL execution plan as a refresh (to populate new data warehouse entities).
  6. To verify that the data migrated successfully, make sure the new tables and columns in the schema are populated.

Migrating Data Warehouse Data from Version 7.7.1.x to 7.8.x

Follow this procedure to migrate data from the Siebel Data Warehouse version 7.7.1.x to version 7.8.x for Siebel Business Applications.

To migrate data warehouse data from version 7.7.1.x to 7.8.x

  1. In the Informatica Workflow Manager, navigate to the folder, Upgrade_7.7.1_to_7.8, and run the following workflows in the following order:
    1. Update_Dimensions
    2. Update_Dimensions_Unspecified
    3. Update_Facts
  2. If the Usage Accelerator subject area is part of the data warehouse, run the Upgrade_From77_to78_for_UsageAccelerator workflow, which is in the Upgrade_INCA_to_7.8 folder.
  3. In the DAC, run the Complete ETL execution plan as a refresh (to populate new data warehouse entities).
  4. To verify that the data migrated successfully, make sure the new tables and columns in the schema are populated.
  
Siebel Business Analytics Applications Upgrade Guide