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

Use this roadmap to guide you in performing the installation and configuration tasks for deploying Siebel CRM, where there is an existing Siebel database and you are upgrading from a Siebel CRM release prior to Siebel CRM 8.1.1 or 8.2.2.

TIP:   For the migration installation case, where you are upgrading from an existing installation of a prior release of Siebel CRM, see Roadmap for Installing Siebel CRM in a Migration Installation Case (Existing Installation) instead. In a migration installation, you also 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 installation or configuration tasks for 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 4. Installing and Configuring Servers in an Upgrade Case

NOTE:  For each applicable Siebel CRM module, you install Siebel CRM 18.12 Update after you install Siebel CRM 17.0 as a new installation and before you upgrade the Siebel database or configure the Siebel CRM products. For more information, see Installation-Related Changes for Siebel CRM 18.12 Update.

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 CRM 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 CRM.

  2. Create the network images for all applicable releases of Siebel CRM:
  3. For the Siebel Enterprise Server, install Siebel CRM 17.0. Then install Siebel CRM 18.12 Update. You can install the following Siebel CRM modules:
    • 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 CRM modules 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 modules. For more information, see About Installation Tasks for Siebel CRM.

      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.

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

    See Verifying and Troubleshooting Your Installation.

  6. Upgrade the Siebel database.

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

  7. Activate the license keys.

    See Activating License Keys.

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

      Configuring Siebel CRM Server Modules.

  9. Perform additional postinstallation tasks for the Siebel Server.

    See Additional Postinstallation and Configuration Tasks.

  10. For Siebel Tools, install Siebel CRM 17.0. Then install Siebel CRM 18.12 Update.

    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.

  11. For Siebel Mobile Web Clients (or Developer Web Clients), install Siebel CRM 17.0. Then install Siebel CRM 18.12 Update.

    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.

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

    See Verifying and Troubleshooting Your Installation.

  13. (Optional) Install additional Siebel CRM modules. For example:
    • Desktop Integration Siebel Agent (DISA)
    • Install Siebel Search software
    • Siebel Test Execution
    • Siebel Approval Manager
  14. (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.
  15. 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 a Migration Installation Case (Existing Installation)

Related Books

Siebel Database Upgrade Guide

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

      
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