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Installing Siebel Tools as a Migration Installation

Use the following procedure to install Siebel Tools as a migration installation for the current release, Siebel CRM version 8.1.1.14 or version 8.2.2.14. Migration installation is a type of patch installation.

NOTE:  Use this procedure only when an earlier version of Siebel Tools is already installed (Siebel CRM version 8.1.1.x or version 8.2.2.x). Otherwise, you must follow the steps in Installing Siebel Tools as a New Installation instead.

During a migration installation, the original Siebel Tools installation directory is renamed from OriginalName to OriginalName_pre8.1.1.14.0 or OriginalName_pre8.2.2.14.0. For example, if the original installation directory name (OriginalName) was Tools_1, then this directory is renamed to Tools_1_pre8.1.1.14.0 or Tools_1_pre8.2.2.14.0. The new Siebel Tools installation directory is named OriginalName, such as Tools_1. Retain the original installation directory, in case you choose to perform a rollback uninstallation later. For more information, see Rolling Back Siebel Tools.

This topic is part of Installing Siebel Tools.

This task is a step in Roadmap for Installing Siebel Business Applications in a Migration Installation Case (Existing Installation).

To install Siebel Tools as a migration installation

1. Review About Installing the Siebel Web Client or Siebel Tools.
2. Exit any Siebel software on the Siebel Tools Client computer where you are installing the current release.
3. In Windows Explorer, navigate to the Siebel image location for the current release, and then to the directory where the installer is located. Navigate to Siebel_Image\Windows\Client\Siebel_Tools\Disk1\install.

   In this path, Siebel_Image is the directory for your version-specific Siebel installation image, such as C:\Siebel_Install_Image\8.1.1.14 or C:\Siebel_Install_Image\8.2.2.14.

4. To start the Siebel Tools installer, double-click setup.bat.

   The Siebel Tools installer displays the Welcome screen.

5. Click Next.

   A screen appears that prompts for email contact information.

6. When prompted for the email address and password corresponding to your My Oracle Support account, click Next. (This information is not used in this context.)

   The Select Installation Task screen appears.

7. To perform a migration installation of the Siebel Tools software where an existing prior installation of version 8.1.1.x or version 8.2.2.x is present, choose Migration Installation, and click Next.

   The Installation Migration Details screen appears.

8. Confirm or select the name and location of your existing installation, and then click Next. Do the following:
   • Confirm the existing installation name, or select it from the drop-down list.
   • Confirm the existing installation location, or select it from the drop-down list.

     For more information about Oracle home and installation path requirements, see File and Directory Naming Conventions.

     The Summary screen appears. This screen displays the location where Siebel Tools will be installed.

9. Review the information in the Summary screen. Before you proceed, confirm that you have met all of the installation requirements, such as for disk space. Then do one of the following:
   • To begin installing the Siebel Tools software, click Install. You can also click Install after saving a response file.
   • To save a response file to use for an unattended installation later, click Save Response File. If you are not also installing at this time, then click Cancel after you save the response file. For information about performing unattended installations, see Installing Siebel Web Clients and Siebel Tools in Unattended Mode.

     The Installation Progress screen appears. The Siebel Tools software is installed into the directory that you specified in Step 8.

10. When the Next button becomes available, the installation is complete. Click Next.

    The Finish Installation screen appears. This screen indicates whether the installation was successful and shows the location of the installer log file. You can access this file to review the installation results. This screen also shows the location of the original installation, which the installer moved before it performed the new installation.

11. Review the report that is generated about any conflicts between your customized files and the files that are delivered by the Siebel Tools installer. As needed, copy any of your customized files from the original installation to the new migrated installation.

    Conflicts are identified in the file overwrittenfiles_timestamp.log, which is created in the SIEBEL_TOOLS_ROOT\cfgtoollogs\oui directory (in the new Siebel Tools installation).

12. To close the installer, click Close.

    The Siebel Tools installation is now finished. The Siebel Tools shortcut was created in the program folder that you specified in Step 8.

13. After installing the Siebel Tools software:
    • Verify the Siebel Tools installation, as described in Verifying Installation for Siebel Tools.
    • Install the latest Siebel Patchset release, where available. Then verify the installation again.
    • Perform any additional postinstallation steps, as described in Additional Postinstallation and Configuration Tasks.
14. Repeat this procedure on each computer with a Siebel Tools installation to be migrated.