Bookshelf Home | Contents | Index | PDF     

Siebel Installation Guide for UNIX > Overview of Installing Siebel CRM >

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

Use this roadmap to guide you in performing the installation tasks for deploying Siebel CRM, where there is an existing installation of a prior version. This is the migration installation case.

You use this roadmap when you have an existing Siebel CRM installation of a prior release of Siebel CRM (prior to Siebel CRM 17.0). You must perform the migration installation tasks for your existing installed Siebel CRM software.

TIP:   For the upgrade case, where you are upgrading from a Siebel CRM release prior to version 8.1.1 or version 8.2.2, see Roadmap for Installing Siebel CRM in an Upgrade Case (Existing Database) instead. In an upgrade case, you also perform a full database upgrade instead of running Incremental Repository Merge. 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 3 presents a simplified view of the installation and configuration tasks for Siebel CRM server modules for a migration deployment.

NOTE:  This illustration does not mention installation or configuration tasks for security, Siebel Enterprise Cache, 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 3. Installing and Configuring Servers for a Migration Deployment

NOTE:  For each applicable installed Siebel CRM module of a qualified version, you install Siebel CRM 18.12 Update after you install Siebel CRM 17.0 as a migration installation and before you run Incremental Repository Merge or configure the Siebel CRM products. For more information, see Installation-Related Changes for Siebel CRM 18.12 Update.

This roadmap only summarizes the migration installation process and does not include details about required tasks. For example, you must do the following tasks after performing the migration installation tasks. See also Additional Tasks for Migration Installations.

  • Upgrade the database client. You might need to upgrade the database client software to a supported version for Siebel CRM, as noted in the Certifications tab on My Oracle Support. Also update the database client installation path in the defined environment variables. See About Configuring Siebel CRM.
  • Run Incremental Repository Merge. Customers must run Incremental Repository Merge. Before doing this, you must have installed at least one Siebel Server with Database Configuration Utilities and installed Siebel Tools. For more information about Incremental Repository Merge, see Siebel Database Upgrade Guide.
  • Reset passwords in Siebel Gateway and on the Siebel Server. Customers must reset any passwords on the Siebel Gateway that were previously encrypted using encryption other than AES. Such passwords are now encrypted using AES. For more information about reencrypting these passwords, see Siebel Security Guide. See also Additional Tasks for Migration Installations.

The installation process for Siebel CRM in a migration installation case requires multiple tasks that you perform in the following general sequence:

  1. Before performing installation tasks, review all documented requirements and perform any necessary premigration tasks.

    See Before You Install Siebel CRM and Additional Tasks for Migration Installations.

  2. Create the network images for all applicable releases of Siebel CRM:
  3. Remove the existing configuration on the Web server computer where you previously installed Siebel Web Server Extension (SWSE).

    CAUTION:  You must perform this task before you perform the migration installation of Siebel Application Interface for the existing installation of SWSE.

    See Additional Tasks for Migration Installations and About Configuring Siebel CRM.

  4. For the Siebel Application Interface, install Siebel CRM 17.0 as a migration installation for each existing installation of Siebel Web Server Extension (SWSE). Then install Siebel CRM 18.12 Update.

    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 CRM Server Modules.

  5. For the remaining Siebel Enterprise Server modules, install Siebel CRM 17.0 as a migration installation for each existing installation. Then install Siebel CRM 18.12 Update. Also perform any necessary postmigration tasks.

    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.

    NOTE:  When you migrate the Siebel Gateway, you also must provide information to allow your existing configurations to migrate. This includes the port number of the existing Siebel Gateway Name Server as well as some Siebel Application Interface settings that you specified in Step 4. (If you installed multiple instances of Siebel Application Interface, then specify the settings that apply to the instance of Siebel Application Interface from which you will run Siebel Management Console.)

    See Installing Siebel CRM Server Modules. See also Additional Tasks for Migration Installations.

  6. (Optional) Install Siebel Gateway on additional nodes, if you will use clustering.
  7. Verify the installation of Siebel CRM modules.

    See Verifying and Troubleshooting Your Installation.

  8. For Siebel Tools, install Siebel CRM 17.0 as a migration installation for each existing installation. Then install Siebel CRM 18.12 Update. Also perform any necessary postmigration tasks.

    NOTE:  When you install Siebel CRM 17.0, 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. See also Additional Tasks for Migration Installations.

  9. For Siebel Mobile Web Clients (or Developer Web Clients), install Siebel CRM 17.0 as a migration installation for each existing installation. Then install Siebel CRM 18.12 Update. Also perform any necessary postmigration tasks.

    NOTE:  When you install Siebel CRM 17.0, 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. See also Additional Tasks for Migration Installations.

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

    See Verifying and Troubleshooting Your Installation.

  11. Run Incremental Repository Merge on the Siebel database.

    See Siebel Database Upgrade Guide.

  12. Run the Siebel Management Console and configure your Siebel deployment:
    1. (Optional) Configure the Siebel Gateway cluster.
    2. Configure the Siebel Application Interface.
    3. Perform any other configuration tasks that you require for your deployment.

      Configuring Siebel CRM Server Modules.

  13. Perform additional postinstallation tasks for the Siebel Server.

    See Additional Postinstallation and Configuration Tasks.

  14. (Optional) Install additional Siebel CRM modules. For example:
    • Desktop Integration Siebel Agent (DISA)
    • Install Siebel Search software
    • Siebel Test Execution
    • Siebel Approval Manager
  15. (Optional) Install and configure additional instances of Siebel Gateway, Siebel Server, or Siebel Application Interface if they are required for your deployment, then verify each installation.
  16. 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 Siebel CRM for a New Deployment

Roadmap for Installing Siebel CRM 18.x Update for an Existing Installation of Siebel CRM 17.x or 18.x

Roadmap for Installing Siebel CRM in an Upgrade Case (Existing Database)

Related Books

Siebel CRM 2018 Update Guides and Release Notes, 2382435.1 (Article ID) on My Oracle Support

      
Siebel Installation Guide for UNIX Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.