Siebel Database Upgrade Guide for DB2 for z/OS


What's New in This Release


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About Siebel Database Upgrade Topics

How to Use This Guide

How the Upgrade Topics Are Organized

About the Applicability of Siebel Database Upgrade Topics

Naming Conventions Used in This Guide

About File Paths and Commands in Upgrade Topics


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How the Siebel Database Upgrade Works

About Supported Siebel Upgrade Paths

Supported Upgrade Paths for Siebel Innovation Pack 2017

Types of Siebel Database Upgrades

About Using Oracle's Advanced Customer Services

About Unicode Support

About Siebel Upgrade Environments

About the z/OS Upgrade

About the Staging Database

About Siebel Additive Schema Upgrade Changes

About the Siebel Database Upgrade Process

About the Siebel Database Configuration Utilities and Database Configuration Wizard

About the Siebel Upgrade Wizard and Driver Files

Job Flow of a Production Database Upgrade

Key Members in the DSNHLQ.SIEBEL.EXEC

About the JCL Upgrade Jobs

About the Override File


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How to Perform a Siebel Database Upgrade

Roadmap for Performing a Siebel Database Upgrade

Roadmap for Upgrading from Siebel 7.8.2, 8.0.x or 8.1.1.x

Roadmap for Upgrading from Siebel 7.x, 8.0.x or 8.1.1.x Without a Development Environment

Process of Planning a Siebel Database Upgrade

Process of Upgrading a Siebel Development Environment

Process of Upgrading a Production Test Environment

Process of Tuning the Upgrade Performance

Process of Upgrading a Siebel Production Environment


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Planning a Siebel Database Upgrade

Planning Resources for Upgrading to Siebel CRM on z/OS

Planning Changes to the Physical Layout of the Schema

Testing Before a Production Upgrade

Considering Code Page Support

Executing Jobs Using Siebel-Scheduled Mode or Vendor-Scheduled Mode

Staging and Target Database Planning

Obtaining Required Software and Hardware

Obtaining Required IBM Utilities

About Using the DSNTIAUL Utility

About Applying the DSNTIAUL Patch

About DSNTIAUL CCSID Conversion Errors

Obtaining Required Security Privileges

Planning Backup and Recovery Stages

About Creating a Schedule for the Upgrade

About Estimating Database Size

Upgrading Your DB2 Software


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Basic Database Preparations for a Siebel Upgrade

Verifying Database Configuration

Creating Storage Groups

Updating Table Space Group Names

Process of Preparing the Storage Layout of the Schema

Methods of Modifying the Storage Control File

Options for Extracting the Storage Control File

Extracting the Storage Control File

Validating the Extracted Storage Control File

Reviewing the Extracted Storage Control File

Reviewing EIM Table Partitioning

Converting LONG VARCHAR Columns to CLOB Columns

Rebuilding Target Tables Containing LONG VARCHAR Columns

Backing Up the Database

Granting a Siebel User Upgrade Authorization


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Preparing a Development Environment for a Siebel Upgrade

Requirements for Upgrading the Development Environment

About Moving Tables

Checking In Development Repository Projects

Determining Which Template File Was Used During an Extract or Merge


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Preparing a Production Environment for a Siebel Upgrade

Requirements for Upgrading the Production Environment

About Moving the Customized Repository and Schema Definition Files

Preparing for a Siebel Upgrade Without a Development Environment


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Running the Database Configuration Wizard to Perform Upgrade Tasks

Example of a Siebel Development Environment Upgrade Flow

Information Required by the Database Configuration Wizard

About Running the Database Configuration Wizard on Windows

About Running the Database Configuration Wizard Under UNIX

Starting the Siebel Upgrade Wizard

Restarting the Siebel Upgrade Wizard After Pauses

Stopping the Siebel Upgrade Wizard

Upgrading the Repository and Importing Seed Data

Fixing Column Alignment for Custom Objects

Inactivating Unreferenced Repository Objects

Converting Siebel Web Templates with the SWT to OD Conversion Utility


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Creating the Siebel Staging Database

Process of Creating the Staging Database

Required Tasks before Creating the Staging Database

Creating the Staging Database Schema DDL Files

Transferring the Staging DDL to the z/OS Host

Preparing the z/OS Upgrade Environment and Creating the Staging Database

Authorization Requirements for Performing Upgrade Procedures on the z/OS Host

Customizing the JCL UNIT Parameter Value

Creating the z/OS Setup Data Sets

Preparing the Upgrade Environment and Building the Staging Database

Verifying JCL Upgrade Jobs

Removing Interface Tables and Triggers


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Performing the Siebel Repository Merge

About Backing Up the New Customer Repository or Database Schema

About Reorganizing Tables Before the Repository Merge

Performing a Siebel Repository Merge

Regenerating the Siebel Repository Definition Files

Generating the Runtime Repository Data


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Performing the Siebel Incremental Repository Merge

About the Siebel Incremental Repository Merge

Process of Performing an Incremental Upgrade of the Siebel Database from Siebel CRM Version 8.1.1.x

Before You Begin

Performing the Incremental Repository Merge

Executing the Incremental Repository Merge Under UNIX

Editing the Siebel Tools Configuration File After the Development Environment Merge


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Generating the Siebel Upgrade Files

About Generating the Upgrade Files

Process of Generating the Upgrade Files

Required Tasks for Generating the Upgrade Files

Preparing the Additive Schema and JCL Files on the z/OS Host

Transferring the Additive Schema, PRET, and Data Migration Files to the z/OS Host

Preparing the z/OS Data Sets

Preparing the Additive Schema SQL and JCL Templates

Applying the Additive Schema Changes to the Production Staging Database

Preparing for Table Creation on the Staging Database

Preparing and Executing the Nonadditive Schema and JCL Files on the z/OS Host

Transferring the Nonadditive Schema, Temp Table, and Load and Unload Files to the z/OS Host

Preparing the Nonadditive Schema SQL and JCL Templates and Executing the DDL

Applying the Nonadditive Schema Changes

Creating the Data Migration Indexes

Processing the Index Schema File

Transferring the SCINDX.SQL File to the z/OS Host

Restructuring the Index DDL

Building JCL Templates for the Target Database


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Upgrading the Target Database

Process of Upgrading the Target Database

Dropping Partitioned EIM Tables

Creating and Loading Siebel Log Tables

Applying Additive Upgrade Changes to the Target Database

Renaming the Production Environment Repository

Performing the In-Place Target Database Upgrade

Preparing the Target Database for the Upgrade

Running the PRET Jobs for the Target Database

Applying Nonadditive Schema Upgrade Changes to the Target Database

Creating and Deploying Stored Procedures on the Target Database

Migrating Data on the Target Database

Creating Schema Indexes

Running the Gen_Primary SQL to Update Data in Target Database Tables

Generating RUNSTATS Jobs

Restarting Upgrade Jobs That Fail


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Performing Postupgrade Tasks on the Target Database

Transferring the Development Environment Upgrade Output Files to the z/OS Host

Synchronizing the Schema

Activating New License Keys After an Upgrade

Deleting Redundant Upgrade Files


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Reviewing the Siebel Upgrade Log Files

About the Siebel Upgrade Log Files

Reviewing Siebel Upgrade Log Files for Errors

Manually Archiving Upgrade Log Files

Viewing the Siebel Job Log Status

Running SQL in Siebel Logs


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Postupgrade Tasks for Siebel Database and File System

Updating File System Attachments

Reapplying Schema Customizations to the Siebel Database

Regenerating the Database Template File


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Postupgrade Tasks for Siebel Business Applications

Performing Postupgrade Tasks for the Siebel Application

Upgrading Siebel Seeded Workflows


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Tuning the Siebel Production Upgrade Scripts

About Tuning the Upgrade Scripts

Optimizing Unload and Load Job Performance

Adding the Statistics Clause to Load Cards


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Planning for a Dev to Test to Production Using Siebel Migration

About Migrating with Siebel Migration

Roadmap for Planning a Migration with Siebel Migration

About Siebel Rules Expression Designer

About Migration Process Orchestration During the Siebel Migration Process

About the Siebel Migration Log Files

About REST API Used for Migration Discovery and Execution


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Preparing Data for a Siebel Migration

Process of Preparing Siebel Application Data for Migration

Creating Migration Rules

Process of Transforming Data with Siebel Application Deployment Manager

Creating an ADM Data Map

Associating a Data Map to a Project Item

Customizing Siebel Migration Execution and Resource Sequencing

Setting Up File Prepare and Deploy


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Migrating Data for a Dev to Test to Production with Siebel Migration

Before You Begin Migrating with Siebel Migration

Process of Using Siebel Migration to Migrate Data

Creating a Connection

Creating a Migration Plan

Executing a Siebel Migration Plan

Viewing Migration History and Log Files


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Siebel Upgrade Planning Worksheet

Team Lead Summary

DB2 Connect Information

Siebel Development Environment Information

Siebel Production Environment Information

z/OS Host System Variables Information


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Columns Denormalized During the Upgrade to Siebel CRM

Denormalized Columns for Siebel Industry Applications Version 7.5.3


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Upgrade Files for Siebel Business Applications

Siebel CRM z/OS Upgrade Files

Tables Amended During PRET Unload Processing

PRET Members Generated By Pretedit.txt

Target Tables Amended During PRET Processing


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REST API References for Migration Services

Using REST API with the Migration Schema Service

Exporting with the Migration Schema Service

Getting Status with the Migration Schema Service

Importing with the Migration Schema Service

Verifying If a Schema Changed with the Migration Schema Service

Getting a Watermark with the Migration Schema Service

Using REST API with the Migration Design Repository Data Service

Exporting with the Migration Design Repository Data Service

Checking a Database with the Migration Design Repository Data Service

Getting Status for a Migration Design Repository Data Service

Importing with the Migration Design Repository Data Service

Using REST API with the Migration Application Data Service

Exporting with the Migration Application Data Service

Getting Status with the Migration Application Data Service

Importing with the Migration Application Data Service

Using REST API with the Migration Data Service with Transformation Service

Exporting with the Migration Application Data Service With Transformation

Getting Status with the Migration Application Data Service With Transformation

Importing with the Migration Application Data Service With Transformation

Using REST API with the Migration Incremental Runtime Repository Data Service

Getting a Watermark with the Migration Incremental Runtime Repository Data Service

Exporting with the Migration Incremental Runtime Repository Data Service

Getting Status with the Migration Incremental Runtime Repository Data Service

Importing with the Migration Incremental Runtime Repository Data Service

Checking a Database with the Migration Incremental Runtime Repository Data Service

Activating the Workflow and Taskflow with the Migration Incremental Runtime Repository Data Service

Using REST API with the Migration Runtime Repository Data Service

Getting Runtime Repository Information with the Migration Runtime Repository Data Service

Getting a Watermark with the Migration Runtime Repository Data Service

Exporting with the Migration Runtime Repository Data Service

Getting Status with the Migration Runtime Repository Data Service

Importing with the Migration Runtime Repository Data Service

Checking a Database with the Migration Runtime Repository Data Service

Using REST API with the Migration Incremental Application Workspace Data Service

Getting Status with the Migration Incremental Application Workspace Data Service

Getting a Watermark with the Migration Incremental Application Workspace Data Service

Exporting with the Migration Incremental Application Workspace Data Service

Importing with the Migration Incremental Application Workspace Data Service

Invalidating Seed Caches with the Migration Incremental Application Workspace Data service

Using REST API with Migration Application Workspace Data Service

Getting a Seed Copy Watermark with the Migration Application Workspace Data Service

Getting the Full Seed Watermark with the Migration Application Workspace Data Service

Getting Status with the Migration Application Workspace Data Service

Getting a Seed Copy Export with the Migration Application Workspace Data Service

Getting a Seed Copy Import with the Migration Application Workspace Data Service

Getting the Full Seed Export with the Migration Application Workspace Data Service

Getting the Full Seed Import with the Migration Application Workspace Data Service

Invalidating the Seed Caches with the Migration Application Workspace Data Service

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Siebel Database Upgrade Guide for DB2 for z/OS Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.