Contents
- Title and Copyright Information
- Preface
- 1 What's New in This Release
- What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.12 Update
- What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.11 Update
- What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.9 Update
- What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.8 Update
- What’s New in Siebel Database Upgrade Guide, Siebel Innovation Pack 2017, Rev. B
- What’s New in Siebel Database Upgrade Guide, Siebel Innovation Pack 2017, Rev. A
- What’s New in Siebel Database Upgrade Guide, Siebel Innovation Pack 2017
- 2 Overview of Siebel Database Environments
- 3 Siebel Database Upgrade Planning
- Siebel Database Upgrade Planning
- About Siebel Upgrade Planning Resources
- Guidelines for Planning Your Siebel Database Upgrade
- About Upgrading Your RDBMS in the Siebel Environment
- About Database Sort Order in the Siebel Environment
- About the Siebel Database Configuration Wizard Utilities
- About the Siebel Upgrade Wizard and Driver Files
- About Siebel Additive Schema Changes Mode
- About the Siebel Database Upgrade Log Files
- About the Siebel Case Insensitivity Wizard
- About the Siebel Repository Merge
- About Single-Step Repository Upgrade
- About Inheriting Upgrade Behavior in a Siebel Upgrade
- About the Siebel Postmerge Utilities
- About Tuning Siebel Production Upgrade Files
- 4 Application Planning for a Siebel Upgrade
- Application Planning for a Siebel Upgrade
- Upgrade Planning for Multilingual Siebel Deployments
- Upgrade Planning for Language String Migration
- Upgrade Planning for Siebel Unicode Support
- Upgrade Planning for Siebel RC4 or AES Encryption
- Upgrade Planning for Siebel Web Template Files and Style Sheets
- Upgrade Planning for Siebel Access Control
- Upgrade Planning for Migrating Siebel Address Data
- Upgrade Planning for Siebel Workflow Designer
- Upgrade Planning for Mobile Devices in the Siebel Environment
- Upgrade Planning for Resonate Central Dispatch in the Siebel Environment
- Upgrade Planning for Siebel String Translation
- Upgrade Planning for Siebel Personalization
- Upgrade Planning for Siebel Pricer and Order Management
- 5 Preparing for Siebel Database Upgrade
- Preparing for Siebel Database Upgrade
- Verifying Siebel Database Connectivity
- Preparing Siebel Tables and Views for Upgrade
- Preparing Siebel Custom Indexes for Upgrade
- Exporting Siebel Interface Table Data
- Archiving Unneeded Siebel Repositories
- Preserving Siebel Dock Objects and Visibility Rules
- Securing AIX Memory Allocation Segment Space for the Siebel Database
- Preparing for a Multilingual Upgrade
- 6 Preparing an IBM DB2 Database for a Siebel Upgrade
- Preparing an IBM DB2 Database for a Siebel Upgrade
- Verifying the IBM DB2 Client for a Siebel Upgrade
- Verifying IBM DB2 Sort Order for a Siebel Upgrade
- Setting IBM DB2 Parameters for a Siebel Upgrade
- Verifying IBM DB2 Permissions for a Siebel Upgrade
- Verifying IBM DB2 Instance Owner Permissions for a Siebel Upgrade
- Creating IBM DB2 Temporary Tablespaces and Bufferpools for a Siebel Upgrade
- Analyzing IBM DB2 Custom Tablespace Requirements for a Siebel Upgrade
- Verifying the IBM DB2 Application Development Client for a Siebel Upgrade
- Identifying IBM DB2 Long Columns for Truncation in a Siebel Upgrade
- 7 Preparing an Oracle Database for a Siebel Upgrade
- Preparing an Oracle Database for a Siebel Upgrade
- Verifying Oracle Database Sort Order for a Siebel Upgrade
- Setting Oracle Database Configuration Parameters for a Siebel Upgrade
- Verifying Oracle Database Parameters for Multiple Processors in a Siebel Upgrade
- Verifying the Oracle Database ODBC Definition for a Siebel Upgrade
- 8 Preparing a Microsoft SQL Server Database for a Siebel Upgrade
- Preparing a Microsoft SQL Server Database fora Siebel Upgrade
- Verifying Microsoft SQL Server Sort Order for a Siebel Upgrade
- Setting Microsoft SQL Server Temporary Space Size for a Siebel Upgrade
- Setting Microsoft SQL Server Configuration Parameters for a Siebel Upgrade
- Rebuilding Microsoft SQL Server Clustered Indexes for a Siebel Upgrade
- 9 Preparing Siebel Application Data for Upgrade
- Preparing Siebel Application Data for Upgrade
- Preparing Siebel Workflow Processes for Upgrade
- Preparing Siebel Customized Seed Data for Upgrade
- Migrating Siebel Household Data
- Preparing Siebel Mobile User Data for Upgrade
- Preparing Siebel Address Data for Upgrade
- Preparing Siebel Territory Management Rules for Upgrade
- Preparing Siebel Customizable Product Data for Upgrade
- 10 Upgrading the Siebel Database
- Upgrading the Siebel Database
- Example of a Siebel Development Environment Upgrade Flow
- Renaming the Siebel Repository
- Copying Ancestor Repositories
- Changing the Siebel Database Configuration Utilities Language
- Preparing to Run the Siebel Database Configuration Wizard
- Running the Siebel Database Configuration Wizard on Windows
- Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table on Windows
- Running the Siebel Database Configuration Wizard on UNIX
- Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table on UNIX
- Starting the Siebel Upgrade Wizard
- Moving the Siebel Repository Files
- Running the Siebel Case Insensitivity Wizard
- Overview of What the Case Insensitivity Wizard Does
- CIAI Upgrade Issues for IBM DB2 Users
- Choosing the Correct Repository
- Running the Case Insensitivity Wizard Using an Input File
- Running the Case Insensitivity Wizard by Selecting Columns
- Configuring CIAI Support for Columns That Do Not Have Indexes Defined
- Applying Siebel Additive Schema Changes
- Regenerating SQL Files for a Siebel Upgrade
- Identifying and Dropping Obsolete Indexes for a Siebel Upgrade
- Preparing for a Nondevelopment Environment Siebel Upgrade
- Fixing Column Alignment for Custom Objects
- Inactivating Unreferenced Repository Objects
- Converting Siebel Web Templates with the SWT to OD Conversion Utility
- 11 Reviewing the Siebel Upgrade Log Files
- 12 Performing the Siebel Repository Merge
- Performing the Siebel Repository Merge
- Preparing for the Repository Merge
- Configuring Siebel Repository Objects to Inherit Upgrade Behavior
- Performing a Siebel Repository Merge
- Reviewing the Siebel Repository Merge Log Files
- Generating Siebel Enterprise Integration Manager Temporary Columns
- Reviewing Siebel Repository Object Property Conflicts
- Generating the Runtime Repository Data
- Regenerating the Siebel Repository Definition Files
- Deleting Unneeded Siebel Repository Files
- Migrating Siebel Repository Objects to the Standard User Interface
- Running the Siebel Postmerge Utilities
- 13 Performing the Siebel Incremental Repository Merge
- Performing the Siebel Incremental Repository Merge
- Process of Meeting the Requirements for an Incremental Upgrade to Siebel 2018, Using the Incremental Repository Merge
- Process of Performing an Incremental Upgrade of the Siebel Database from Siebel CRM Version 8.1.1.x (SIA Repository), 8.2.2.x, 15.x, and 16.x
- Preparing to Run the Siebel Database Configuration Wizard
- Requirements for Running the Siebel Database Configuration Wizard on Windows
- Running the Siebel Database Configuration Wizard on Windows
- Running the Siebel Database Configuration Wizard on UNIX
- Preparing to Start the Siebel Upgrade Wizard
- Starting the Siebel Upgrade Wizard
- Stopping the Siebel Upgrade Wizard on Windows
- Stopping the Siebel Upgrade Wizard on UNIX
- Preparing to Restart the Merge
- Restarting the Merge
- Executing the RUNSTATS Command on Oracle Database During the Pause Following New Repository Creation
- Executing the RUNSTATS Command on IBM DB2 During the Pause Following New Repository Creation
- Executing the UPDATESTATS Command on Microsoft SQL Server During the Pause Following New Repository Creation
- Process of Upgrading the Siebel Development Environment from Siebel CRM Version 8.1.1.x (SIA Repository)
- Upgrading a Custom Database Schema
- About Migrating the XML Manifest Data for Siebel Open UI from Previous Releases to the New Manifest Data in the Database
- Default Configuration for Generic Applet Types and Configuration of Non-Applet User Interface Constituents
- Process of Regenerating the Siebel Repository Definition Files
- Performing a Production Test or Production Environment Migration from Siebel CRM Version 8.1.1.x (SIA Repository)
- 14 Siebel Postmerge Development Tasks
- Siebel Postmerge Development Tasks
- Reviewing Objects Deleted from the Siebel Repository
- Reviewing Obsolete Objects in the Siebel Repository
- Upgrading to the Siebel Symbolic String Model
- Dropping IBM DB2 8-KB Tablespaces and Buffers After a Siebel Merge
- Updating Siebel Enterprise Application Integration (EAI)
- 15 Postupgrade Tasks for the Siebel Database
- Postupgrade Tasks for the Siebel Database
- Reapplying Schema Customizations in the Siebel Database
- Migrating Address Data After a Direct SEA to SIA Upgrade
- Validating Dock Objects and Rule Definitions in the Siebel Database
- Verifying an Upgraded Oracle Database After a Siebel Upgrade
- Setting Oracle Database Parameters After a Siebel Upgrade
- 16 Reviewing the Siebel User Interface
- Reviewing the Siebel User Interface
- Troubleshooting Postmerge Siebel User Interface Problems
- Reviewing Siebel Grid-Based Applets
- Reviewing Siebel User Interface Navigation
- Reviewing Siebel Multi-Value Group Shuttle Applets
- Revising Siebel UI Rich Text Controls
- Reviewing New Siebel UI Aggregate Categories
- Revising Siebel Visibility Filters to Display Correctly
- Assigning a Category and Type to Siebel Chart Views
- Assigning a Category and Type to Siebel Explorer Views
- Setting Up Navigation to Inaccessible Siebel Detail Views
- Eliminating Obsolete Siebel UI Fields
- Reviewing Siebel UI Objects Affected by Incorporate Custom Layout
- Reviewing Required Fields in the Siebel User Interface
- 17 Postupgrade Tasks for Siebel Business Applications
- Postupgrade Tasks for Siebel Business Applications
- Activating License Keys
- Generating Siebel Reporting Relationships
- Setting Up Siebel Global Time Zone Support
- Displaying Regions in Siebel Marketing
- Configuring Siebel Marketing Purchase Orders for Display
- Upgrading Siebel Attribute Pricing
- Verifying Aggregate Discounts in Siebel Pricer
- Upgrading Inbound Siebel Workflows
- 18 Tuning the Siebel Upgrade Files
- 19 Migration Planning Using Siebel Migration
- Migration Planning 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 Process Flow for Migration Resources
- About the Siebel Migration Log Files
- About REST API Used for Migration Discovery and Execution
- 20 Data Preparation for Siebel Migration
- 21 Data Migration Using Siebel Migration
- Data Migration Using Siebel Migration
- Before You Begin Migrating with Siebel Migration
- Process of Using Siebel Migration to Migrate Data
- Asynchronous Migration Using Siebel Migration
- Migrating Siebel 18.8 Update or Later Release Repository Changes from a Development to a Target Environment
- Activating Workflows and Tasks in a Production Environment After Full Migration
- Migrating from a Development to a Production Environment Without Repository Upgrade on the Target Environment
- 22 REST API References for Migration Services
- REST API References for Migration Services
- Using REST API with the Migration Schema Service
- Using REST API with the Migration Design Repository Data Service
- Using REST API with the Migration Application Data Service
- Using REST API with the Migration Data Service with Transformation Service
- 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
- Using REST API with Siebel Migration Application
- 23 Implementing Siebel High-Availability Upgrade Using Oracle Golden Gate to Upgrade to the Current Release
- Implementing Siebel High-Availability Upgrade Using Oracle Golden Gate to Upgrade to the Current Release
- Overview of Oracle GoldenGate Implementation
- About Siebel High Availability Upgrade Files
- Extracting Oracle GoldenGate Files
- Example of Implementing a Siebel High-Availability Upgrade
- Limitations When Performing a Siebel Upgrade with Oracle GoldenGate
- 24 Overview of Performing a Siebel Database Upgrade
- Overview of Performing a Siebel Database Upgrade
- Roadmap for Siebel Database Environment Upgrade
- Process of Upgrading a Siebel Development Environment
- Search for Articles on My Oracle Support
- Upgrade the Servers
- Upgrade Third-Party Software
- Upgrade the RDBMS
- Perform Preupgrade Tasks for the Siebel Database
- Perform Preupgrade Tasks for IBM DB2
- Perform Preupgrade Tasks for Oracle Database
- Perform Preupgrade Tasks for Microsoft SQL Server
- Perform Preupgrade Tasks for Application Data
- Prepare Developers for the Upgrade
- Upgrade Siebel Database Schema (upgrep)
- Prepare for Repository Merge
- Perform Repository Merge
- Upgrade Custom Database Schema (upgphys)
- Review the User Interface
- Perform Postmerge Development Tasks
- Perform Postupgrade Tasks for Database and File System
- Perform Postupgrade Tasks for Applications Configuration
- Perform System Tests
- Prepare for Transition to Production Test Environment
- Process of Upgrading a Siebel Production Test Environment
- Search for Articles on My Oracle Support
- Upgrade the Servers
- Upgrade Third-Party Software
- Upgrade the RDBMS
- Perform Preupgrade Tasks for the Siebel Database
- Perform Preupgrade Tasks for IBM DB2
- Perform Preupgrade Tasks for Oracle Databases
- Perform Preupgrade Tasks for Microsoft SQL Server
- Perform Preupgrade Tasks for Application Data
- Prepare the Siebel Database for Upgrade
- Upgrade the Siebel Database (upgrep and upgphys)
- Perform Postupgrade Tasks for Database and File System
- Perform Postupgrade Tasks for Applications Configuration
- Perform System Tests
- Process of Tuning Siebel Upgrade Performance
- Process of Upgrading a Siebel Production Environment
- Search for Articles on My Oracle Support
- Upgrade the Servers
- Upgrade Third-Party Software
- Apply Additive Schema Changes
- Upgrade the RDBMS
- Perform Preupgrade Tasks for the Siebel Database
- Perform Preupgrade Tasks for IBM DB2
- Perform Preupgrade Tasks for Oracle Database
- Perform Preupgrade Tasks for Microsoft SQL Server
- Perform Preupgrade Tasks for Application Data
- Perform Preupgrade Tasks for the User Interface
- Upgrade the Siebel Database (upgrep and upgphys)
- Perform Postupgrade Tasks for Database and File System
- Perform Postupgrade Tasks for Applications Configuration
- Perform System Tests
- 25 Siebel Incorporate Custom Layout Upgrade Option
- Siebel Incorporate Custom Layout Upgrade Option
- About the Siebel Incorporate Custom Layout Upgrade Option
- Overview of Incorporate Custom Layout
- Who Should Use ICL?
- UI Objects That ICL Affects
- Some UI Objects Are Not Eligible for ICL Handling
- How ICL Affects the Overall UI
- How ICL Handles Deleted and Obsolete Objects
- ICL and Customer-Created UI Objects
- ICL and the Upgrade Ancestor Property
- How an ICL Merge Works
- ICL and HTML Style Sheets
- What Happens at the Next Siebel Release?
- 26 Siebel Case Insensitivity Wizard
- Siebel Case Insensitivity Wizard
- Overview of What the Case Insensitivity Wizard Does
- How CIAI Columns and Indexes Are Implemented in the Database
- Case Insensitivity Wizard Modes
- Input File Format
- Eligibility Criteria
- Table Name: Supported Table Types
- Column Name: Supported Column Functional Types
- Column Name: Supported Physical Column Types
- Method and Index Strategy
- Operation: Inactivating CIAI Configuration
- Case Insensitivity Wizard Defaults
- Running the Case Insensitivity Wizard Multiple Times
- Column and Index Naming Convention
- Error Reporting