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Roadmap for Planning a Migration with Siebel Migration

Environments: Development, production test, production.

Platforms: Windows and UNIX

This topic provides an overview of the recommended guidelines for planning and managing the data migration process.

Use the following steps to help plan your migration.

1. Install Siebel Migration. Siebel Migration is installed with Siebel Application Interface as part of the Siebel Enterprise Server software installation. For more information about installing Siebel Application Interface, see Siebel Installation Guide for Microsoft Windows.
2. Configure Siebel Migration with Siebel Management Console. Siebel Management Console is installed with Siebel Application Interface as part of the Siebel Enterprise Server software installation. Configuring Siebel Migration consists of the following tasks:
   1. Create the Siebel Migration Profile. The Siebel Migration Profile is created with the Siebel Management Console. For more information about creating the Siebel Migration profile, see Siebel Installation Guide for Microsoft Windows.
   2. Configure Siebel Migration. Siebel Management Console comes with a pre-seed profile. You can either edit the existing pre-seed profile, create a new profile, or create a new profile by cloning the pre-seed profile. For more information about configuring Siebel Migration, see Siebel Installation Guide for Microsoft Windows.
   3. Deploy the Siebel Migration Profile. The Siebel Migration Profile is deployed with the Siebel Management Console. For more information about deploying the Siebel Migration Profile, see Siebel Installation Guide for Microsoft Windows.
3. Configure Authentication for Siebel Migration. Siebel Migration supports Basic and SSO authentication:
   • Basic Authentication: Siebel REST services authenticate Siebel Migration users. Basic authentication internally uses the AuthenticateUser method from the Authentication Service For Migration RESTful Service to ensure whether the user has a permission to access the application.
   • SSO Authentication: The User is authenticated by the SSO server. Once the user is successfully authenticated, the request is forwarded to Siebel Migration. Siebel Migration uses the AuthenticateUser method from Authentication Service For Migration RESTful services to ensure whether a user has a permission to access Siebel Migration.

     The authentication type can be selected during the Siebel Migration profile creation in the Siebel Management Console. For more information, see Siebel Installation Guide for Microsoft Windows.

     The Siebel Migration invokes Authentication Service For Migration business service to authenticate a user. You must configure the Authentication Service for Migration business service to restrict the access to the Siebel Migration application by adding responsibilities to the AuthenticateUser method. For more information about configuring responsibilities and access control for business services, see Siebel Security Guide.

4. Configure REST Inbound in Siebel Management Console. Siebel Migration uses RESTful service. REST Authentication and REST Inbound Defaults are configured in Siebel Management Console as part of the Siebel Application Interface Profile. For more information about configuring REST Inbound in Siebel Management Console, see Siebel REST API Guide and Siebel Installation Guide for Microsoft Windows.
5. Setting Up the Siebel Environments. The source and target environments must have several Siebel Server component groups enabled. For more information about Siebel Server component groups, see Siebel CRM System Administration Guide.

   The Source Siebel environment must have the following Siebel Server component groups enabled.

   • Workflow Management Component Group
   • Enterprise Application Integration Component Group
   • Siebel Remote Component Group

     The target Siebel environment must have the following Component Groups enabled.

   • Workflow Management Component Group
   • Enterprise Application Integration Component Group
6. Set the LDR_CNTRL environment variable for AIX environments. For AIX environments, you must set the value of the LDR_CNTRL environment variable to the following:

   LDR_CNTRL=LOADPUBLIC@MAXDATA=0x60000000

   For more information about the LDR_CNTRL environment value, see Siebel Performance Tuning Guide.

7. Prepare the migration data. Siebel Migration exposes Database Utilities that you can use to prepare your data for migration. For more information about preparing data for migration, see Process of Preparing Siebel Application Data for Migration.
   1. Create Application Data Migration Rules. Use Siebel Migration Rule Expressions Designer feature to create migration rules. For more information, see Creating Migration Rules.
   2. Create Application Deployment Manager projects. Use Siebel Application Deployment Manager to create Application Deployment projects. For more information about creating Application Deployment Manager projects, see Application Deployment Manager Guide.
   3. Use Application Deployment Manager to transform data. Use Application Deployment Manager to create data maps to transform your migration data. For more information about transforming data with Application Deployment Manager, seeProcess of Transforming Data with Siebel Application Deployment Manager.
   4. Customize Migration Process Orchestration. You can add new migration resources to the ResourceSequence.txt. The Siebel Migration application reads through this file during the execution process and executes the services in a sequential order. You can customize the sequence of the migration process by modifying the ResourceSequence.txt file. For more information about customizing the migration process orchestration, see About Migration Process Orchestration During the Siebel Migration Process.
8. Use Siebel Migration. Use Siebel Migration to add connections to a migration, create migration plans, execute migration plans, and review migration history. For more information about using Siebel Migration, see Migrating Data for a Dev to Test to Production with Siebel Migration.
9. Review Migration Log Files. Use Siebel Migration to review migration log files. For more information about migration log files, see About the Siebel Migration Log Files.