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

Use this roadmap to guide you in performing the installation and configuration tasks for deploying the current release of Siebel CRM, where there is an existing Siebel database and you are upgrading to the current release from a Siebel CRM release prior to version 8.1.1 or version 8.2.2. The current release is Siebel CRM version 17.0 (Siebel Innovation Pack 2017).

TIP:   For the migration installation case, where you are upgrading to the current release from an existing installation of a prior release of Siebel CRM version 8.1.1.x, version 8.2.2.x, version 15.x, or version 16.x, see Roadmap for Installing Siebel Business Applications in a Migration Installation Case (Existing Installation) instead. In a migration installation, you run Incremental Repository Merge instead of performing a full database upgrade. 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.

Figure 4 presents a simplified view of the installation and configuration tasks for Siebel CRM server modules for an upgrade installation case. You install Database Configuration Utilities with the first installed Siebel Server.

NOTE:  This illustration does not mention installing the Siebel Enterprise Cache or the Siebel Constraint Engine, or configuring security, the Siebel Enterprise Cache, the Siebel Constraint Engine, or the Siebel Migration application. However, those tasks, where applicable, are implicitly part of this roadmap. The Siebel Constraint Engine is available as a developer preview.

Figure 4. Installing and Configuring Servers in an Upgrade Case

NOTE:  It is recommended that, for each applicable Siebel module, you install the latest Siebel Patchset release, where available. Install the patchset before you configure the Siebel products. For more information, see About Siebel CRM Releases.

This roadmap only briefly mentions the Siebel database upgrade tasks. Before you upgrade the database, you must have installed at least one Siebel Server with Database Configuration Utilities and installed Siebel Tools. For more information about upgrading, see About Installing in Upgrade Environments and see Siebel Database Upgrade Guide.

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

  1. Before performing installation and configuration tasks, review all documented requirements.

    See Before You Install Siebel Business Applications.

  2. Create the network images for all applicable releases of Siebel CRM:
  3. For the Siebel Enterprise Server, install the current release. Then install the latest Siebel Patchset release. You can install the following components:
    • Siebel Application Interface
    • Siebel Gateway
    • Siebel Server
    • Database Configuration Utilities (install with the first Siebel Server)
    • EAI Connector (optional)
    • Siebel Enterprise Cache (optional)
    • Siebel Constraint Engine (optional, available as a developer preview)

      NOTE:  Restrictions apply to installing Siebel components together. For example, you must install Siebel Application Interface in a different installation location or on a different computer or operating system instance than the other Siebel Enterprise Server components. For more information, see About Installation Tasks for Siebel Business Applications.

      As part of installation, also specify authentication information and port numbers that will be used by your Siebel CRM deployment. The port numbers must be unique on each installation computer or operating system instance.

      See Installing Siebel Business Applications Server Modules.

  4. Verify the installation of Siebel Business Applications modules.

    See Verifying and Troubleshooting Your Installation.

  5. Upgrade the Siebel database.

    See About Installing in Upgrade Environments and see Siebel Database Upgrade Guide.

  6. Activate the license keys.

    See Activating License Keys.

  7. Run the Siebel Management Console and configure your Siebel deployment:
    1. Configure a security profile.
    2. Configure the Siebel Gateway.
    3. Configure the Siebel Enterprise.
    4. Configure the Siebel Server.
    5. Configure the Siebel Application Interface.
    6. Perform any other configuration tasks that you require for your deployment.

      Configuring Siebel Business Applications Server Modules.

  8. Perform additional postinstallation tasks for the Siebel Server.

    See Additional Postinstallation and Configuration Tasks.

  9. For Siebel Tools, install the current release. Then install the latest Siebel Patchset release.

    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.

  10. For Siebel Mobile Web Clients (or Developer Web Clients), install the current release. Then install the latest Siebel Patchset release.

    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.

  11. Verify the installation of Siebel Tools and Siebel Mobile Web Clients.

    See Verifying and Troubleshooting Your Installation.

  12. (Optional) Install additional Siebel modules. For example:
    • Desktop Integration Siebel Agent (DISA)
    • Install Siebel Search software
    • Siebel Test Execution
    • Siebel Approval Manager
  13. (Optional) Install and configure additional instances of Siebel Server or Siebel Application Interface if they are required for your deployment, then verify each installation.
  14. Perform any remaining postinstallation tasks. For example, install or upgrade any required third-party products.

    See the Certifications tab on My Oracle Support.

    See Additional Postinstallation and Configuration Tasks.

Related Topics

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

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

      
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