Roadmap for Distributing a Siebel Innovation Pack or Patchset Release

This topic provides an overview of the process of deploying a Siebel Innovation Pack release or Siebel Patchset release, including links to more specific instructions.

Note: Only Siebel Mobile and Developer Web Clients can use Siebel Anywhere to download the upgrade kits needed for a Siebel Innovation Pack release or Siebel Patchset release. For other types of clients, such as Siebel Tools clients, users can only receive notification and then manually install the release. For more information about manually installing the latest Siebel Innovation Pack release, see Siebel Installation Guide for the operating system you are using. For information about manually installing the latest Siebel Patchset release, see Siebel Patchset Installation Guide for Siebel CRM, 1614310.1 (Article ID) on My Oracle Support.

To distribute a Siebel Innovation Pack release or Siebel Patchset release, perform the following tasks or processes:  

1. Determine your upgrade requirements. For more information about this step, see "Determining Your Upgrade Requirements".

2. Prepare any needed infrastructure elements, such as configurations or custom components. For more information about this step, see "Modifying and Creating Siebel Anywhere Configurations" and "Setting Up Custom Siebel Anywhere Upgrade Components".

3. Prepare Siebel Innovation Pack release files or Siebel Patchset release files for inclusion in upgrade kits. Check the release-specific documentation for any special requirements concerning this step.

   
   

   Note: If you want to create a delta installation upgrade kit, rather than a standard installation upgrade kit, then this is the point at which you create the delta patch file. For more information about delta installation upgrade kits, see "About Reducing the Size of Siebel Client Executables Upgrade Kits" and "Roadmap for Creating a Delta Installation Siebel Client Executables Upgrade Kit".

   
   

4. Define one or more upgrade kits, as needed:

   1. Define a single standard installation upgrade kit for the language-independent (base) portion of the Siebel Innovation Pack release or Siebel Patchset release and for any language-specific portions. For more information about this step, see "Defining a Siebel Client Executables Upgrade Kit".

   2. Or, define delta installation upgrade kits. For more information about delta installation upgrade kits, see "About Reducing the Size of Siebel Client Executables Upgrade Kits" and "Roadmap for Creating a Delta Installation Siebel Client Executables Upgrade Kit".

5. Activate the upgrade kit you created. For more information about this step, see "Activating an Upgrade Kit".

6. Apply the upgrade kit you created. For more information about this step, see "Applying an Upgrade Kit".

7. Distribute the upgrade kit to a test configuration. For more information about this step, see "Distributing Upgrade Kits".

8. Test the upgrade kit by retrieving and installing it as both local and remote members of the test configuration, and by running the software that has been upgraded. For more information about this step, see Chapter 5, "Retrieving, Installing, and Testing Upgrade Kits."

9. After the upgrade kit is operating correctly for test configuration members, distribute the upgrade kit to one or more additional configurations, for general use.

Related Books

Siebel Installation Guide for the operating system you are using

Siebel Patchset Installation Guide for Siebel CRM, 1614310.1 (Article ID) on My Oracle Support