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Roadmap for Using Siebel Anywhere

This topic describes the overall process of using Siebel Anywhere.

To use Siebel Anywhere to distribute product updates, perform the following tasks and processes:

1. Plan and prepare to create upgrade kits. For more information about this step, see Process of Planning and Preparing to Create Upgrade Kits.

   For example, you must determine your upgrade requirements. As a Siebel administrator, you must create any required configurations, dynamic configuration assignments, and components.

   For a discussion of components and configurations, see Siebel Anywhere Terminology.

2. Define an upgrade kit to meet your requirements.

   For a discussion of upgrade kits, see Siebel Anywhere Terminology. For more information about this step, see Defining Upgrade Kits.

3. Activate the upgrade kit. Activating an upgrade kit gathers the files to be included in the upgrade kit and compresses them into a single archive stored on the Siebel File System.

   For more information about this step, see Activating an Upgrade Kit.

4. Apply the upgrade kit. Applying an upgrade kit updates a compiled information string with the component version information.

   For more information about this step, see Applying an Upgrade Kit.

5. (Client upgrade kits only) Distribute the upgrade kit to test users for testing. Test users are specified by membership in a test configuration.

   For more information about this step, see Distributing Upgrade Kits.

6. (Client upgrade kits only) For Siebel client users belonging to the test configuration, these users retrieve the upgrade kit for testing:
   • Mobile Web Client users retrieve the upgrade kit by synchronizing (if the upgrade kit is required) or by selecting and upgrading the applicable component in the Component Upgrades view in the User Preferences screen (if the upgrade kit is optional).

     NOTE:  To support the Component Upgrades view, Siebel administrators must include this view in the responsibilities that are assigned to mobile users. For more information, see Retrieving and Installing Upgrade Kits.

   • Developer Web Client users are automatically prompted to retrieve the upgrade kit upon logging in to the Siebel application.

     For more information about this step, see Retrieving, Installing, and Testing Upgrade Kits.

     NOTE:  As part of your planning process, see also Performing Additional Siebel Anywhere Tasks which has additional information for particular kinds of upgrades.

7. (Client upgrade kits only) As a Siebel administrator, correct any problems you discovered during testing. Repeat client testing as necessary.

   For more information, see Troubleshooting for Siebel Anywhere.

8. (Client upgrade kits only) Use additional configurations to distribute the upgrade kit for wider use, and notify the appropriate users that it is available.
9. (Client upgrade kits only) All applicable Siebel client users retrieve the upgrade kit through the same mechanisms noted in Step 6.