Supported Upgrade Paths for Siebel CRM Version 15.5 or Later

Executing Incremental Repository Merge on UNIX

Modified topics. Updated Siebel Repository files (SRF files) are available for download from My Oracle Support. These SRF files correspond to repository updates in the Siebel database for Siebel Innovation Pack 2015, Patchset 5 or later (version 15.5 or later).

It is not necessary to compile the New Siebel Repository SRF in order to run incremental repository merge or perform a full database upgrade.

About Siebel Additive Schema Changes Mode

Modified topic. Indexes are not created or modified by the Apply Additive Schema Changes mode.

Upgrading the Siebel Database Schema

Upgrading a Custom Database Schema

Modified topics. Added recommendations to back up the Siebel database before performing these upgrade operations.

Upgrading the Siebel Database Schema

Reviewing the Hierarchical Merge Report

Modified topics. MergeReport.bat runs automatically for Microsoft Windows. Additional information about generating the hierarchical merge report on UNIX or Linux has been provided.

Upgrading the Siebel Database Schema

Verifying the Repository After Upgrade (new)

Modified topic and new topic. Moved the description of the Verify Repository After Upgrade step out of Table 31 and into a new topic, Verifying the Repository After Upgrade.

Upgrading to the Siebel Symbolic String Model

Modified topic. The symbolic string model applies to Siebel CRM version 7.8.2 and later.

Supported Upgrade Paths for Siebel CRM Version 15.5 or Later

Multiple topics

Modified topics. The current release for this guide is Siebel Innovation Pack 2015, Patchset 5 or later (version 15.5 or later). You can upgrade to Siebel CRM version 15.5 or later from applicable prior Siebel CRM releases, including Siebel CRM version 8.1.1.x, version 8.2.2.x, or version 15.0. The upgrade tasks for this release are similar to those for previous releases.

Copying Ancestor Repositories

Copying Ancestor Repositories

Modified topics. Updated the My Oracle Support patch number and version number references to be consistent with cases for upgrading to Siebel Innovation Pack 2015, Patchset 5 or later (version 15.5 or later).

Added mention of the ancestor repository file r150.dat.

"Testing Your Siebel Tools Login"

"Setting a Primary Non-ENU Language in Siebel Tools"

Deleted topics. These topics no longer apply, because it is not supported to run Siebel Tools for the current release before you have run incremental repository merge.

Marking Conflict Resolution as Complete Using Siebel Tools

This task is now part of Process of Upgrading the Siebel Development Environment from Siebel CRM Version 8.1.1.x (SIA Repository).

Multiple topics

New or modified topics. Siebel Innovation Pack 2015 is provided as a single release, Siebel CRM version 15.0. You can upgrade to Siebel CRM version 15.0 from applicable prior Siebel CRM release, including Siebel CRM version 8.1.1.x or version 8.2.2.x releases. Upgrade tasks for this release are similar to those for previous releases.

One-step upgrades from Siebel CRM version 7.5.3 or version 7.7.2 (SIA repository) are no longer supported for the current release. These upgrade cases require a two-step upgrade.

"Supported Upgrade Paths for Siebel CRM Version 8.1.1.x"

"Supported Upgrade Paths for Siebel CRM Version 8.2.2.x"

Deleted topics. These topics are no longer needed, because this guide documents upgrades to the current version, Siebel CRM version 15.0, as described in Supported Upgrade Paths for Siebel CRM Version 15.5 or Later.

Copying Ancestor Repositories

Copying Ancestor Repositories

Modified topics. Corrected the part number, some version number references, and other content to be consistent with cases for upgrading to Siebel Innovation Pack 2015.

Removed ancestor repository files p753.dat and r77.dat. Added ancestor repository file r2014.dat.

Upgrading a Custom Database Schema

Modified topic. Added new steps to Table 31, which identifies steps that the upgphys process executes. New steps for Siebel Innovation Pack 2015 are as follows:

• Migrate data from Siebel Web template files into the Siebel database.

  For more information about this step, see About Migrating Siebel Web Template Data.

• Create list import package for Siebel Marketing

  This step creates a package to support the Siebel Marketing list import functionality for Oracle Database 12c. For more information, see Siebel Marketing Installation and Administration Guide.

About Migrating Siebel Web Template Data

New topic. In Siebel Innovation Pack 2015 and later, the upgphys process executes a script that migrates data from Siebel Web template files into table-based content in the Siebel database.

The migrated Siebel Web template data is used by Siebel CRM Composer, which is available for preview purposes in the current release. For more information about Siebel CRM Composer and Siebel Web template migration, see Siebel CRM Composer Developer Preview Guide.

NOTE:  For Siebel Innovation Pack 2015, your existing deployment and usage of Siebel Web templates are unaffected by this migration.

"Supported Upgrade Paths for Siebel CRM Version 8.1.1.x"

"Supported Upgrade Paths for Siebel CRM Version 8.2.2.x"

Modified topics.

Updated the upgrade path tables to cover all applicable upgrade paths.

Running incremental repository merge is mandatory for upgrades from Siebel CRM version 8.1.1.x or 8.2.2.x (SIA repository) to the current release, Siebel Innovation Pack 2014 (Siebel CRM version 8.1.1.14 or version 8.2.2.14).

Upgrade Planning for Siebel RC4 or AES Encryption

Modified topic. As of Siebel Innovation Pack 2014, RC2 data encryption is no longer supported. Siebel CRM supports RC4 and AES data encryption.

Preparing Siebel Workflow Processes for Upgrade

Modified topic. Workflow processes and task-based UIs must be completed before upgrade operations are performed, in order to preserve them.

Migrating Siebel Address Data from Custom Extension Columns

Modified topic. In this task, customers modify the file named preschm_sea.sql, not preschm_sia.sql.

Renaming the Siebel Repository

Modified topic. Before you run the upgrade, you must rename your existing development repository (Siebel Repository) to Prior Customer Repository.

"Testing Your Siebel Tools Login"

"Setting a Primary Non-ENU Language in Siebel Tools"

Deleted topics. These topics no longer apply, because it is not supported to run Siebel Tools for the current release before you have run incremental repository merge.

Copying Ancestor Repositories

Copying Ancestor Repositories

Modified topics. Corrected the patch ID, some version number references, and other content to be consistent with cases for upgrading to Siebel Innovation Pack 2014.

Preparing to Run the Siebel Database Configuration Wizard

Preparing to Run the Siebel Database Configuration Wizard

Modified topics. Updated the descriptions of the Current Siebel Version field in the Database Configuration Wizard.

Importing Newly Created Records from the Data File on Windows

Importing Newly Created Records from the Data File on UNIX

Modified topics. Updated the information about how dataimp uses the input file when you import data.

"Installing New Siebel License Keys During an Upgrade"

Deleted topic. As of Siebel Innovation Pack 2014, the license keys for Siebel CRM base applications do not need to be entered manually. The license keys are provided in the seed data that is imported into a new Siebel database or imported into an existing database as part of incremental repository merge or database upgrade operations.

Upgrading the Siebel Database Schema

Modified topic. Added a new step to Table 30, which identifies steps that the Siebel Upgrade Wizard executes. The new step is as follows:

• Generates the hierarchical merge report in HTML format

Reviewing the Hierarchical Merge Report

New topic. The Siebel Upgrade Wizard now generates a hierarchical merge report, in HTML format.

Marking Conflict Resolution as Complete Using Siebel Tools

This task is now part of Process of Upgrading the Siebel Development Environment from Siebel CRM Version 8.1.1.x (SIA Repository).

Upgrading a Custom Database Schema

Modified topic. Added a new step to Table 31, which identifies steps that the upgphys process executes. The new step is as follows:

• Migrate query search controls of list applets into the Siebel database.

"Upgrading Siebel ERM Approval Business Process Workflows"

Deleted topic. This topic is obsolete for the current release.

Roadmap for Siebel Database Environment Upgrade

Deleted a step. In Configuring the Environment, removed the step about installing a patch, related to migrating Siebel Open UI manifest records. No specific patch installation step is required in this context. However, installing the latest Siebel Patchset release is strongly recommended.

"Supported Upgrade Paths for Siebel CRM Version 8.1.1.x"

Modified topic. It describes upgrade paths for Siebel CRM version 8.1.1.x.

"Supported Upgrade Paths for Siebel CRM Version 8.2.2.x"

Modified topic. It describes upgrade paths for Siebel CRM version 8.2.2.x.

Copying Ancestor Repositories

Modified topic. Updated the rxxx.dat file names.

Preparing to Run the Siebel Database Configuration Wizard

Modified topic. Added two new entries describing Database Configuration Utilities menu options:

• Verify Repository After Upgrade
• Upgrep log directory

Regenerating SQL Files for a Siebel Upgrade

Modified topic. It now correctly states that all previously generated SQL files are overwritten when regenerating them in the Database Configuration Utilities.

Reviewing Siebel Repository Object Property Conflicts

Modified topic. Added a note indicating that only critical conflicts are displayed when reviewing repository merge conflicts.

Reviewing Siebel Repository Object Property Conflicts

Modified topic. Added a new task about reviewing conflicts at the attribute level.

Process of Meeting the Requirements for an Incremental Upgrade to Siebel CRM Version 15.5 or Later, Using the Incremental Repository Merge

Modified topic. Added a new note indicating that you must have one, and only one, Siebel repository in your development environment when running incremental repository merge.

Preparing to Run the Siebel Database Configuration Wizard

Modified topic. Added two new entries describing Database Configuration Utilities menu options:

• Verify Repository After Upgrade
• Upgrep log directory

Copying Ancestor Repositories

Modified topic. Corrected the patch ID.

Upgrading the Siebel Database Schema

Modified topic. Removed the Compile SRF step from the table as it is no longer applicable.

Upgrading a Custom Database Schema

Modified topic. Added a new step to the table: Verify repository after upgrade.