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Creating a Siebel Migration Profile


This procedure describes how to configure a Siebel Migration profile. You can create multiple profiles. This task is part of Configuring the Siebel Migration Application.

For more information about the activities that you can perform in the Siebel Management Console, including viewing configuration log data, see Supported Activities in Siebel Management Console.

Related Topics

Running the Siebel Management Console

Deploying the Siebel Migration Application

To create a Siebel Migration profile

  1. Run the Siebel Management Console, as described in Starting the Siebel Management Console.
  2. Click Profiles in the navigation menu in the left panel, then click Migration.

    Existing Siebel Migration profiles are listed, if any.

  3. Click the plus sign (+) at the top of the overview section to add a new Siebel Migration profile, or click the Clone button to clone an existing profile.
  4. Specify a name for the profile.
  5. Specify additional settings, as shown in Table 20.
  6. When you have specified all applicable settings, click Submit to save your changes to the profile.

Configuration Settings for a Siebel Migration Profile

Table 20 lists the settings requested in the Siebel Management Console for configuring the Siebel Migration profile or modifying an existing Siebel Migration profile. Required fields display an asterisk (*) next to the field label. For most of the options, pointing to the option displays tooltip text that provides a brief description of the field.

Table 20. Settings for Configuring a Siebel Migration Profile
Setting in Siebel Management Console
Section (Under Create Profile)
Comment or Description

Host Name

Database Information

Specify the host name for the database.

Port Number

Database Information

Specify the port number of the database.

Table Owner

Database Information

Specify the table owner of the database.

User Name

Database Information

Specify the name of the database user account used to connect to the database server. The account name and password must already exist in the database server.

Password

Database Information

Specify the password of the database user account. The account name and password must already exist in the database server.

RDBMS Platform

Database Information

Specify the RDBMS platform for the Siebel database. The options are:

  • Oracle Database Enterprise Edition
  • Microsoft SQL Server
  • DB2 LUW
  • DB2 z/OS

Service Name

Database Information

This option appears if you selected Oracle Database for the RDBMS platform.

Specify the database service name for an Oracle Database.

Database Instance

Database Information

This option appears if you selected Microsoft SQL Server for the RDBMS platform.

Specify the database instance name for an Microsoft SQL Server database.

Database Name

Database Information

This option appears if you selected Microsoft SQL Server or DB2 LUW or DB2 z/OS for the RDBMS platform.

Specify the database name.

Authentication Type

Authentication

Specify the authentication type for the Siebel Migration application. Specify one of the following:

  • Basic Authentication
  • Single Sign-On

Authentication Host

Authentication

Specify the Siebel authentication host for authenticating the Siebel Migration application user.

User Specification

Authentication

This option appears if you selected Single Sign-On Authentication.

Provide the user specification for SSO authentication.

Assertion Specification

Authentication

This option appears if you selected Single Sign-On Authentication.

Provide the assertion specification for SSO authentication.

Identity Provider Logoff URL

Authentication

This option appears if you selected Single Sign-On Authentication.

Provide the identity provider logoff URL for SSO authentication.

Parameter Name for Identity Provider Logoff Return URL

Authentication

This option appears if you selected Single Sign-On Authentication.

Provide the parameter name for identity provider logoff return URL for SSO authentication.

Log Level

Logging Information

Specify the logging level for the Siebel Migration application. Select one of the following options: Fatal, Error, Debug, Trace

Timeout

Other Information

Specify the session timeout in seconds for the Siebel Migration application. Default: 30 (seconds)

Sleep Time

Other Information

Specify the sleep time in seconds for the Siebel Migration application. Default: 15 (seconds)

Siebel Application Name for Data Administration

Other Information

Specify the Siebel application name that needs to be embedded in the Siebel Migration application.

Language

Other Information

Specify the language of the Siebel application that needs to be embedded in the Siebel Migration application.

Migration Package Location

Other Information

As of Siebel CRM 18.8 Update, you can optionally specify a single shared migration package location that supports both synchronous and asynchronous migrations in your source and target environments.

NOTE:  More information about how this setting is used is provided after this table.

About the Migration Package Location

As of Siebel CRM 18.8 Update, you can optionally specify a single shared migration package location that supports both synchronous and asynchronous migrations in your source and target environments. This Network File System (NFS) path must be accessible to all of the connections that are registered in the Siebel Migration application.

The Migration Package Location setting functions as follows:

  • Synchronous migration. The Siebel Migration application exports source environment data into a file, copies the file into the specified migration package location, and then imports data from this file into the target environment.

    If you do not use this setting, then the Siebel Migration application uses the Migration File Transfer REST service to transfer the file automatically from the Siebel File System on the source environment into the corresponding location on the target.

  • Asynchronous migration. The Siebel Migration application exports source environment data into a file and copies the file into the specified migration package location. The customer must start the import process to import data from this file into the target environment.

    If you do not use this setting, then you must copy the file manually from the Siebel File System on the source environment into the corresponding location on the target before you can import the data.

In some environments, restrictions might prevent you from using the Migration Package Location setting to specify a shared migration package location. In such cases, you might be required to use asynchronous migration and to copy the export file manually.

Because the Siebel Migration application uses the Siebel File System (migration subdirectory), it is strongly recommended to use different file system locations for the source and target environments, to avoid any file conflicts. For more information, see Creating the Siebel File System.

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