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Siebel Database Upgrade Guide
What's New in This Release
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Overview of Siebel Database Environments
Supported Upgrade Paths for Siebel CRM Version 15.5 or Later
Terms Used in This Guide
Naming Conventions Used in This Guide
About File Paths and Commands in Siebel Database Upgrade Topics
About Supported Siebel Upgrade Paths
About Siebel Upgrade Environments
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Siebel Database Upgrade Planning
About Siebel Upgrade Planning Resources
Guidelines for Planning Your Siebel Database Upgrade
About Upgrading Your RDBMS in the Siebel Environment
About Database Sort Order in the Siebel Environment
About the Siebel Database Configuration Utilities
About the Siebel Upgrade Wizard and Driver Files
About Siebel Additive Schema Changes Mode
About the Siebel Database Upgrade Log Files
About the Siebel Case Insensitivity Wizard
About the Siebel Repository Merge
About Single-Step Repository Upgrade
About Inheriting Upgrade Behavior in a Siebel Upgrade
About the Siebel Postmerge Utilities
About Tuning Siebel Production Upgrade Files
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Application Planning for a Siebel Upgrade
Upgrade Planning for Multilingual Siebel Deployments
Upgrade Planning for Language String Migration
Upgrade Planning for Siebel Unicode Support
Upgrade Planning for Siebel RC4 or AES Encryption
Upgrade Planning for Siebel Web Template Files and Style Sheets
Upgrade Planning for Siebel Access Control
Upgrade Planning for Migrating Siebel Address Data
Upgrade Planning for Siebel Workflow Designer
Upgrade Planning for Handheld Devices in the Siebel Environment
Upgrade Planning for Resonate Central Dispatch in the Siebel Environment
Upgrade Planning for Siebel String Translation
Upgrade Planning for Siebel Configurator
Upgrade Planning for Siebel Personalization
Upgrade Planning for Siebel Pricer and Order Management
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Preparing for Siebel Database Upgrade
Verifying Siebel Database Connectivity
Preparing Siebel Tables and Views for Upgrade
Preparing Siebel Custom Indexes for Upgrade
Exporting Siebel Interface Table Data
Archiving Unneeded Siebel Repositories
Preserving Siebel Dock Objects and Visibility Rules
Securing AIX Memory Allocation Segment Space for the Siebel Database
Preparing for a Multilingual Upgrade
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Preparing an IBM DB2 Database for a Siebel Upgrade
Verifying the IBM DB2 Client for a Siebel Upgrade
Verifying IBM DB2 Sort Order for a Siebel Upgrade
Setting IBM DB2 Parameters for a Siebel Upgrade
Verifying IBM DB2 Permissions for a Siebel Upgrade
Verifying IBM DB2 Instance Owner Permissions for a Siebel Upgrade
Creating IBM DB2 Temporary Tablespaces and Bufferpools for a Siebel Upgrade
Analyzing IBM DB2 Custom Tablespace Requirements for a Siebel Upgrade
Verifying the IBM DB2 Application Development Client for a Siebel Upgrade
Identifying IBM DB2 Long Columns for Truncation in a Siebel Upgrade
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Preparing an Oracle Database for a Siebel Upgrade
Verifying Oracle Database Sort Order for a Siebel Upgrade
Setting Oracle Database Configuration Parameters for a Siebel Upgrade
Verifying Oracle Database Parameters for Multiple Processors in a Siebel Upgrade
Verifying the Oracle Database ODBC Definition for a Siebel Upgrade
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Preparing a Microsoft SQL Server Database for a Siebel Upgrade
Verifying Microsoft SQL Server Sort Order for a Siebel Upgrade
Setting Microsoft SQL Server Temporary Space Size for a Siebel Upgrade
Setting Microsoft SQL Server Configuration Parameters for a Siebel Upgrade
Rebuilding Microsoft SQL Server Clustered Indexes for a Siebel Upgrade
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Preparing Siebel Application Data for Upgrade
Preparing Siebel Workflow Processes for Upgrade
Preparing Siebel Customized Seed Data for Upgrade
Migrating Siebel Household Data
Preparing Siebel Mobile User Data for Upgrade
Preparing Siebel Address Data for Upgrade
Migrating Siebel Address Data from Custom Extension Columns
Preparing Siebel Territory Management Rules for Upgrade
Preparing Siebel Customizable Product Data for Upgrade
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Upgrading the Siebel Database
Example of a Siebel Development Environment Upgrade Flow
Renaming the Siebel Repository
Copying Ancestor Repositories
Changing the Siebel Database Configuration Utilities Language
Preparing to Run the Siebel Database Configuration Wizard
Running the Siebel Database Configuration Wizard on Windows
Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table on Windows
Backing Up the S_LST_OF_VAL Table on Windows
Deactivating Records for Unshipped or Unwanted Languages on Windows
Importing Newly Created Records from the Data File on Windows
Running the Siebel Database Configuration Wizard on UNIX
Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table on UNIX
Backing Up the S_LST_OF_VAL Table on UNIX
Deactivating Records for Unshipped or Unwanted Languages on UNIX
Importing Newly Created Records from the Data File on UNIX
Starting the Siebel Upgrade Wizard
Moving the Siebel Repository Files
Running the Siebel Case Insensitivity Wizard
Applying Siebel Additive Schema Changes
Regenerating SQL Files for a Siebel Upgrade
Identifying and Dropping Obsolete Indexes for a Siebel Upgrade
Preparing for a Nondevelopment Environment Siebel Upgrade
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Reviewing the Siebel Upgrade Log Files
Summarizing Siebel Log Files Using the Logparse Utility
Reviewing Siebel Upgrade Log Files for Errors
Manually Archiving Siebel Upgrade Log Files
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Performing the Siebel Repository Merge
Preparing for the Repository Merge
Configuring Siebel Repository Objects to Inherit Upgrade Behavior
Performing a Siebel Repository Merge
Reviewing the Siebel Repository Merge Log Files
Generating Siebel Enterprise Integration Manager Temporary Columns
Reviewing Siebel Repository Object Property Conflicts
Regenerating the Siebel Repository Definition Files
Deleting Unneeded Siebel Repository Files
Migrating Siebel Repository Objects to the Standard UI
Running the Siebel Postmerge Utilities
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Performing the Siebel Incremental Repository Merge
Process of Meeting the Requirements for an Incremental Upgrade to Siebel CRM Version 15.5 or Later, Using the Incremental Repository Merge
Before You Begin
Preparing Siebel Tools for Custom ODBC Data Source Names on Oracle Database
Preparing Siebel Tools for Custom ODBC Data Source Names for All Databases
Editing the Siebel Tools Configuration File
Copying Ancestor Repositories
Process of Performing an Incremental Upgrade of the Siebel Database from Siebel CRM Version 8.1.1.x and 8.2.2.x (SIA Repository) and Version 15.0
Preparing to Run the Siebel Database Configuration Wizard
Requirements for Running the Siebel Database Configuration Wizard on Windows
Running the Siebel Database Configuration Wizard on Windows
Running the Siebel Database Configuration Wizard on UNIX
Preparing to Start the Siebel Upgrade Wizard
Starting the Siebel Upgrade Wizard
Stopping the Siebel Upgrade Wizard on Windows
Stopping the Siebel Upgrade Wizard on UNIX
Preparing to Restart the Merge
Restarting the Merge
Executing the RUNSTATS Command on Oracle Database During the Pause Following New Repository Creation
Executing the RUNSTATS Command on IBM DB2 During the Pause Following New Repository Creation
Executing the RUNSTATS Command on Microsoft SQL Server During the Pause Following New Repository Creation
Process of Upgrading the Siebel Development Environment from Siebel CRM Version 8.1.1.x (SIA Repository)
Upgrading the Siebel Database Schema
Executing Incremental Repository Merge on UNIX
About Siebel Repository Merge Errors
Reviewing the Siebel Repository Merge Log Files
Reviewing the Hierarchical Merge Report
Reviewing Siebel Repository Object Property Conflicts
Reviewing Log Files for All Upgrades
Reviewing Conflicts at the Attribute Level
Marking Conflict Resolution as Complete Using Siebel Tools
Upgrading a Custom Database Schema
Verifying the Repository After Upgrade
About Migrating the XML Manifest Data for Siebel Open UI from Previous Releases to the New Manifest Data in the Database
Default Configuration for Generic Applet Types and Configuration of Non-Applet UI Constituents
Generic Applet Types from the XML Manifest File
Differences Between Customer Manifest Data and Oracle Manifest Data
File Selection Rules
Checking the Post-upgphys Verification Process
About Migrating Siebel Web Template Data
Process of Regenerating the Siebel Repository Definition Files
Regenerating the schema.ddl File
Regenerating the custrep.dat File
Editing the Siebel Tools Configuration File After the Development Environment Merge
Performing a Production Test or Production Environment Migration from Siebel CRM Version 8.1.1.x (SIA Repository)
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Siebel Postmerge Development Tasks
Reviewing Objects Deleted from the Siebel Repository
Reviewing Obsolete Objects in the Siebel Repository
Upgrading to the Siebel Symbolic String Model
Dropping IBM DB2 8-KB Tablespaces and Buffers After a Siebel Merge
Updating Siebel Enterprise Application Integration (EAI)
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Postupgrade Tasks for the Siebel Database
Reapplying Schema Customizations in the Siebel Database
Migrating Address Data After a Direct SEA to SIA Upgrade
Validating Dock Objects and Rule Definitions in the Siebel Database
Verifying an Upgraded Oracle Database After a Siebel Upgrade
Setting Oracle Database Parameters After a Siebel Upgrade
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Reviewing the Siebel User Interface
Troubleshooting Postmerge Siebel UI Problems
Reviewing Siebel Grid-Based Applets
Reviewing Siebel UI Navigation
Reviewing Siebel Multi-Value Group Shuttle Applets
Revising Siebel UI Rich Text Controls
Reviewing New Siebel UI Aggregate Categories
Revising Siebel Visibility Filters to Display Correctly
Assigning a Category and Type to Siebel Chart Views
Assigning a Category and Type to Siebel Explorer Views
Setting Up Navigation to Inaccessible Siebel Detail Views
Eliminating Obsolete Siebel UI Fields
Reviewing Siebel UI Objects Affected by Incorporate Custom Layout
Reviewing Required Fields in the Siebel UI
Assigning an Item Identifier to Siebel Web Template Items
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Postupgrade Tasks for Siebel Business Applications
Generating Siebel Reporting Relationships
Setting Up Siebel Global Time Zone Support
Displaying Regions in Siebel Marketing
Configuring Siebel Marketing Purchase Orders for Display
Upgrading Siebel Attribute Pricing
Verifying Aggregate Discounts in Siebel Pricer
Upgrading Inbound Siebel Workflows
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Tuning the Siebel Upgrade Files
Starting and Stopping Siebel Upgrade Tuner
Managing Parallel Threads Using Siebel Upgrade Tuner
Managing Zero-Row SQL Commands Using Siebel Upgrade Tuner
Transferring UNIX Files for Use by Siebel Upgrade Tuner
Rolling Back Siebel Upgrade Tuner Changes
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Implementing Siebel High-Availability Upgrade Using Oracle GoldenGate to Upgrade to the Current Release
Overview of Oracle GoldenGate Implementation
About Siebel High Availability Upgrade Files
Extracting Oracle GoldenGate Files
Example of Implementing a Siebel High-Availability Upgrade
Limitations When Performing a Siebel Upgrade with Oracle GoldenGate
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Overview of Performing a Siebel Database Upgrade
Roadmap for Siebel Database Environment Upgrade
Process of Upgrading a Siebel Development Environment
Process of Upgrading a Siebel Production Test Environment
Process of Tuning Siebel Upgrade Performance
Process of Upgrading a Siebel Production Environment
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Siebel Incorporate Custom Layout Upgrade Option
About the Siebel Incorporate Custom Layout Upgrade Option
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Siebel Case Insensitivity Wizard
Overview of What the Case Insensitivity Wizard Does
How CIAI Columns and Indexes Are Implemented in the Database
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