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About Siebel Upgrade Planning Resources

This topic lists important publications and resources for performing an upgrade. Review these as part of the upgrade planning process.

Product Documentation

Oracle's Siebel CRM documentation is collectively called the Siebel Bookshelf. The Siebel Bookshelf is available on Oracle Technology Network (OTN) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.

Siebel Installation and Deployment Documentation

The following publications are meant to be used in concert with installation or deployment of the Siebel application and can be found on the Siebel Bookshelf:

  • Siebel Deployment Planning Guide
  • Siebel Installation Guide for Microsoft Windows
  • Siebel Installation Guide for UNIX
  • Siebel System Administration Guide. Provides details on how to administer, maintain, and expand your Siebel Servers.
  • Siebel Security Guide. Provides information on the Siebel Party data model and other important security topics.
  • Siebel Application Deployment Manager Guide
  • Siebel Performance Tuning Guide
  • Configuring Siebel Business Applications. Provides information about configuring Siebel Business Applications in Siebel Tools. Additionally, this guide provides information on the Siebel Party data model.
  • Siebel Data Model Reference on My Oracle Support. The DMR describes in detail the Siebel database schema for a release. It also lists certain types of schema changes. Use the DMR during upgrade planning to evaluate how data will be stored in the new release. Consider obtaining a DMR for both the release you are upgrading from and the release you are upgrading to. Contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services for information on ordering DMRs.

Oracle Technology Network

This site contains the following:

  • Siebel Bookshelf. A searchable collection of Oracle's Siebel CRM documentation.
  • Siebel System Requirements and Supported Platforms on Oracle Technology Network.

    NOTE:  For releases prior to Siebel CRM version 8.1.1.9 or version 8.2.2.2, Siebel System Requirements and Supported Platforms on Oracle Technology Network is the definitive list of system requirements and supported third-party products. For all subsequent releases, the system requirements and supported platform certifications are available from the Certifications tab on My Oracle Support. For information about the Certifications application, see article 1492194.1 (Article ID) on My Oracle Support.

My Oracle Support

This site provides the Certifications tab and provides search access to articles, Release Notes, and various other kinds of documentation relevant to Siebel CRM:

  • Release Notes. Siebel Release Notes on My Oracle Support might contain late-breaking information that the Siebel Database Upgrade Guide does not yet include.
  • The Certifications tab on My Oracle Support. This application is the definitive list of system requirements and supported third-party products. For more information, see article 1492194.1 (Article ID) on My Oracle Support.
  • Articles. Articles provide important information on specific upgrade issues. Many articles related to upgrade issues are located on My Oracle Support.

    477833.1 (Article ID) on My Oracle Support (previously published as Siebel Alert 1002) and 478177.1 (Article ID) on My Oracle Support (previously published as Siebel Alert 1179) are particularly important to all upgrades. References to these and other articles are integrated throughout Siebel Database Upgrade Guide.

    For Siebel language support, Unicode support, and legacy code page support, see 1513102.1 (Article ID) on My Oracle Support.

  • Troubleshooting. Troubleshooting documents contain information about how to troubleshoot common upgrade issues such as error messages encountered during the upgrade process, and other unwanted behavior in Oracle's Siebel Business Applications. Troubleshooting documents can be found for a variety of upgrade issues, including error messages found in upgrade logs. For more information browse Troubleshooting content on My Oracle Support.
  • Siebel Patchset releases. Siebel Patchset releases and documentation are provided on My Oracle Support.

    For the readme documents for Siebel Patchset releases, see Siebel Patchset Installation Guide for Siebel CRM, 1614310.1 (Article ID) on My Oracle Support. For more information about Siebel Patchset releases, see 1600520.1 (Article ID) on My Oracle Support.

  • Siebel Maintenance Release Guide on My Oracle Support.

    For each Siebel CRM version 8.1.1.x and version 8.2.2.x release, through Siebel CRM version 8.1.1.11 and version 8.2.2.4 (Siebel Innovation Pack 2013), Siebel Maintenance Release Guide on My Oracle Support was provided. This guide contained important information about updates to Siebel Business Applications. These guides are no longer provided for current releases. The versions of this guide for applicable releases are provided here:

    • Version 8.1.1.x Siebel Maintenance Release Guide on My Oracle Support, 880452.1 (Article ID)
    • Version 8.2.2.x Siebel Maintenance Release Guide on My Oracle Support, 1441523.1 (Article ID)

Oracle Software Delivery Cloud

This site provides access to Siebel CRM software, such as the current release, Siebel Innovation Pack 2015 (version 15.0) with Siebel Patchset 5 or later (version 15.5 or later). For more information about types of Siebel CRM releases, see the Siebel Installation Guide for the operating system you are using.

Oracle Advanced Customer Services

Contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services. These services offer detailed implementation planning and technical consulting services as well as rapid response and resolution for critical technical issues affecting Siebel deployments.

Contact your Oracle sales representative for Oracle Advanced Customer Services for important information in the following areas:

  • Migrating from Siebel Industry Solutions or Siebel Financial Services to Siebel Business Applications during upgrade
  • Migrating to Unicode code page support during upgrade
  • Changing operating system type during upgrade
      
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