Oracle CRM On Demand Desktop Administration Guide > Installing Oracle CRM On Demand Desktop >

Upgrading Oracle CRM On Demand Desktop from Version 5.0 to Version 5.1

New versions of Oracle CRM On Demand Desktop are periodically made available to you through Oracle CRM On Demand. Upgrading your installation of Oracle CRM On Demand Desktop is similar to installing Oracle CRM On Demand Desktop. For more information on installing and hosting Oracle CRM On Demand Desktop, see Process of Installing Oracle CRM On Demand Desktop. To prevent data loss during an upgrade, complete the following procedure.

NOTE:  It is recommended that you uninstall your existing version of Oracle CRM On Demand Desktop and install the latest version soon after it is made available.

To upgrade Oracle CRM On Demand Desktop from Version 5.0 to Version 5.1

1. Download the upgraded installer with the latest customization package from the Oracle Software Delivery Cloud Web site.

   For more information on downloading the Oracle CRM On Demand Desktop installer, see Obtaining the Oracle CRM On Demand Desktop Installer.

2. Update the files in the customization package for the current version of Oracle CRM On Demand Desktop.

   For more information on updating the files in the customization package, see Updating Oracle CRM On Demand Desktop Product-Specific Files from Version 5.0 to Version 5.1.

3. Customize Oracle CRM On Demand Desktop as required.

   For information on customizing Oracle CRM On Demand Desktop and the customization package, see Customizing Oracle CRM On Demand Desktop.

4. Schedule a date to perform the upgrade, and notify all Oracle CRM On Demand Desktop users.
5. Inform all Oracle CRM On Demand Desktop users that if they do not perform a synchronization before this date, then the previous version of Oracle CRM On Demand Desktop might not work.

   For more information, see Preventing Data Loss When Upgrading a Customization Package.

6. Add an end date to all currently active customization packages.
7. Create the new customization package administration records in Oracle CRM On Demand.

   The start date of this customization package must be equal to the scheduled upgrade date.

8. Upload the new installer to the required location.

   If the Oracle CRM On Demand Desktop user installs the new installer after the new customization package becomes active, then the new installer will work immediately. However, if the Oracle CRM On Demand Desktop user installs the new installer before the start date specified on the new customization package, then one of two possibilities can happen:

   • Oracle CRM On Demand Desktop might not function during the period leading up to the scheduled start date.
   • Oracle CRM On Demand Desktop might function but will require a synchronization on the scheduled start date:.