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About Installing in Upgrade Environments

This topic is part of About Installing Siebel CRM.

When you install Siebel CRM, you might be creating a new deployment or you might be installing updated software to be used in a deployment that is being upgraded from a previous release of Siebel CRM, such as an upgrade from version 8.0 to the current version. A deployment that is being upgraded is sometimes called an upgrade environment. You install your new Siebel CRM software before upgrading the Siebel database.

In some cases, you can upgrade the Siebel database directly to the current release. For detailed information about upgrading the Siebel database, and about tasks that you perform before the installation or upgrade, see Siebel Database Upgrade Guide. See also any relevant documents on Oracle Technology Network or My Oracle Support.

NOTE:  Review all of the applicable documentation before you install or upgrade.

For IBM DB2 for z/OS, see relevant parts of Planning RDBMS Installation and Configuration and see Siebel Database Upgrade Guide for DB2 for z/OS.

CAUTION:  As part of installing Siebel CRM software in an upgrade environment, in general, you do not perform any database-related tasks described in this guide.

In an upgrade environment:

• You do install the Siebel Enterprise Server module called Database Configuration Utilities on a Siebel Server, as described in Installing Siebel CRM Server Modules.
• You do not create the database instance on the RDBMS, as described in Configuring the RDBMS. (After the upgrade is complete, you might have to modify database parameters for your RDBMS platform to match settings described in that chapter.)
• You do not perform the tasks described in Installing the Siebel Database on the RDBMS.
• Certain installation and configuration requirements associated with authentication for using Siebel Gateway and Siebel Management Console that apply for new deployments do not apply in this case. For details, see Requirements for Siebel Gateway Authentication.

For more information about how to use this guide in an upgrade installation case, see Roadmap for Installing Siebel CRM in an Upgrade Case (Existing Database).

After installing and upgrading, you might have to perform additional tasks. Some tasks that might apply are described in Siebel Application Deployment Manager Guide, Siebel System Administration Guide, or Siebel Database Upgrade Guide.

In Siebel CRM 17.0, the new Siebel Migration application, a Web-based tool for migrating Siebel Repositories and seed data and performing related tasks, is provided with the Siebel Application Interface installation. The Siebel Management Console includes tasks for configuring the Siebel Migration application. Siebel Database Upgrade Guide describes the new Siebel Migration application. See also Preparing to Run Siebel Server Components.

When you install Siebel CRM in some upgrade scenarios, you might in some cases be able to install different versions of a Siebel CRM module on the same computer or operating system instance, if this scenario is valid for particular modules and might be helpful to you. For more information, see Planning to Install Multiple Instances of Siebel CRM.

After you install Siebel CRM 17.0, you install Siebel CRM 18.12 Update. Install Siebel CRM 18.12 Update before you initiate the upgrade process. After upgrading, you can install additional Siebel releases as they become available.

CAUTION:  Do not install any additional Siebel release until the upgrade is complete.

For information about types of Siebel CRM releases, see About Siebel CRM Releases.

Instructions in this guide apply both for new installations and upgrades, except where noted.