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Roadmap for Installing Siebel Business Applications in a Migration Installation Case (Existing Installation)


Use this roadmap to guide you in performing the installation tasks for deploying the current release of Siebel CRM, where there is an existing installation of a prior version. This is the migration installation case. Migration installation is a type of patch installation. The current release is Siebel CRM version 16.0 (Siebel Innovation Pack 2016).

Use this roadmap when you have an existing Siebel Business Applications installation of a prior release of Siebel CRM version 8.1.1.x, version 8.2.2.x, or version 15.x. You must perform the migration installation tasks for your existing installed Siebel CRM software.

TIP:   For the upgrade case, where you are upgrading to the current release from a Siebel CRM release prior to version 8.1.1 or version 8.2.2, see Roadmap for Installing and Configuring Siebel Business Applications in an Upgrade Case (Existing Database) instead. In an upgrade case, you perform a full database upgrade instead of running Incremental Repository Merge. In general, this book uses the term migration to refer to a migration installation and uses the term upgrade to refer to a full database upgrade.

NOTE:  It is recommended that, for each applicable Siebel module, you install the latest Siebel Patchset release after you install the current release. For more information, see About Siebel CRM Releases.

This roadmap only summarizes the migration installation process and does not include all required tasks. For example, you must do the following tasks after performing the migration installation tasks. See also Additional Tasks for Migration Installations.

  • (Oracle Database only) Upgrade the Oracle Database Client. You must upgrade the Oracle Database Client to a supported version for Siebel Innovation Pack 2016, as noted in the Certifications tab on My Oracle Support. Also update the Oracle Database Client path in the defined environment variables. See About Configuring Siebel Business Applications.
  • Run Incremental Repository Merge. Customers must run Incremental Repository Merge. Before doing this, you must have installed at least one Siebel Server with Database Configuration Utilities and installed Siebel Tools. For more information about Incremental Repository Merge, see Siebel Database Upgrade Guide.
  • Reset passwords in siebns.dat and on the Siebel Server. Customers must reset any passwords in the siebns.dat file on the Siebel Gateway Name Server that were previously encrypted using RC4 encryption. In the current release, such passwords are encrypted using AES instead of RC4. For more information about reencrypting these passwords, see Siebel Security Guide. See also Additional Tasks for Migration Installations.

The installation process for Siebel Business Applications in a migration installation case requires multiple tasks that you perform in the following general sequence:

  1. Before performing installation tasks, review all documented requirements and perform any necessary premigration tasks.

    See Before You Install Siebel Business Applications and Additional Tasks for Migration Installations.

  2. Create the network images for all applicable releases of Siebel CRM:
  3. Remove the existing SWSE configuration on the Web server computer where you installed SWSE.

    CAUTION:  You must perform this task before you perform the migration installation for SWSE.

    See Additional Tasks for Migration Installations and About Configuring Siebel Business Applications.

  4. For the Siebel Enterprise Server software, install the current release as a migration installation for each existing installation. Then install the latest Siebel Patchset release. Also perform any necessary postmigration tasks.

    See Installing Siebel Enterprise Server Components and the Siebel Web Server Extension. See also Additional Tasks for Migration Installations.

  5. For the Siebel Web Server Extension (SWSE), install the current release as a migration installation for each existing installation. Then install the latest Siebel Patchset release. Also perform any necessary postmigration tasks.

    See Installing Siebel Enterprise Server Components and the Siebel Web Server Extension. See also Additional Tasks for Migration Installations.

  6. Run Incremental Repository Merge.

    See Siebel Database Upgrade Guide.

  7. Activate the license keys.

    See Activating License Keys.

  8. Create a new SWSE logical profile, and then apply the SWSE logical profile on the Web server computer where you installed SWSE.

    See Additional Tasks for Migration Installations and About Configuring Siebel Business Applications.

  9. For Siebel Mobile Web Clients or Developer Web Clients, install the current release as a migration installation for each existing installation. Then install the latest Siebel Patchset release. Also perform any necessary postmigration tasks.

    NOTE:  When you install the current release, Oracle Database XE is installed for use with the local database or sample database, for Siebel Mobile Web Client. You can optionally install the sample database with this client.

    See Installing Siebel Web Clients and Siebel Tools. See also Additional Tasks for Migration Installations.

  10. For Siebel Tools, install the current release as a migration installation for each existing installation. Then install the latest Siebel Patchset release. Also perform any necessary postmigration tasks.

    NOTE:  When you install the current release, Oracle Database XE is installed for use with the local database. You can optionally install the local database with Siebel Tools.

    See Installing Siebel Web Clients and Siebel Tools. See also Additional Tasks for Migration Installations.

  11. Verify the installation of Siebel Business Applications modules.

    See Verifying and Troubleshooting Your Installation.

  12. Perform any additional postinstallation tasks.

    See Additional Postinstallation and Configuration Tasks.

Related Topics

Roadmap for Installing and Configuring Siebel Business Applications for a New Deployment

Roadmap for Installing and Configuring Siebel Business Applications in an Upgrade Case (Existing Database)

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