About Siebel Database Upgrade Topics

This chapter provides general information about the guide and how to use the Siebel database upgrade topics. It includes the following topics:

How to Use This Guide

To perform an upgrade to the latest version of Oracle’s Siebel Business Applications on the IBM DB2 for z/OS platform, you must use this guide and Siebel Database Upgrade Guide on the Siebel Bookshelf.

Note: The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.

This guide describes the upgrade process on a z/OS platform and provides information on tasks that are specific to this platform. To complete your upgrade, however, you must also perform certain tasks outlined in Siebel Database Upgrade Guide.

This guide directs you to Siebel Database Upgrade Guide at the relevant points during the upgrade process. Topics in Siebel Database Upgrade Guide that apply when performing an upgrade of Siebel Business Applications on z/OS contain a Platforms statement similar to the following:

Platforms. Microsoft Windows, UNIX, IBM z/OS.

How the Upgrade Topics Are Organized

Use the roadmaps and process topics in How to Perform a Siebel Database Upgrade to guide you through the upgrade process. These topics provide a checklist of all the steps required to complete a particular type of upgrade, in the order in which you must perform them. Each step includes a link to a topic that explains how to complete the step.

The remaining chapters of the guide are organized according to the major phases of the upgrade. Each chapter includes the specific upgrade tasks you must perform for that portion of the upgrade as well as conceptual and process information relating to those tasks.

Caution: Topics in the chapters might not follow the order you perform them during the upgrade and, depending on your upgrade path, all topics might not apply. You must use the roadmap for your upgrade to determine the required and optional steps and their sequence. If you do not, you are likely to experience difficulties in completing your upgrade.

About the Applicability of Siebel Database Upgrade Topics

The upgrade path and environment to which a topic applies is listed at the beginning of each topic. The following table lists the applicability categories and their meaning. For each topic, only the relevant categories are listed.

Table Topic Applicability Categories

Applicability Category	Meaning
Upgrades	Lists the upgrades to which the topic applies. For example, Upgrades: 8.0 means the topic applies to upgrades from 8.0 only. The topic does not apply to upgrades from 8.2.x or later.
Environments	Lists the Siebel environments to which the topic applies. For example, Environments: Development environment only means the topic applies only to a development environment upgrade. For more information on Siebel environments, see About Siebel Upgrade Environments.

Applicability Category

Meaning

Upgrades

Lists the upgrades to which the topic applies.

For example, Upgrades: 8.0 means the topic applies to upgrades from 8.0 only. The topic does not apply to upgrades from 8.2.x or later.

Environments

Lists the Siebel environments to which the topic applies.

For example, Environments: Development environment only means the topic applies only to a development environment upgrade.

For more information on Siebel environments, see About Siebel Upgrade Environments.

Naming Conventions Used in This Guide

This guide follows several naming conventions:

DB2 or DB2 for z/OS refers to IBM DB2 UDB for z/OS.
Current release means the currently shipping release of the Siebel Business Applications provided by Oracle.
Siebel CRM Release 7.x refers collectively to Siebel CRM Release 7.8.2 (SIA) from which you can upgrade directly to the latest version of Siebel CRM, Siebel 2018.
Siebel CRM Release 7.x does not refer to versions of Siebel CRM earlier than version 7.5.3. You cannot upgrade directly from pre-7.8.2 versions of Siebel CRM to Siebel 2018.
The term Windows refers to all Microsoft Windows operating systems listed as supported for this release on the Certifications tab on My Oracle Support.
The term UNIX refers to all forms of the UNIX operating system listed as supported for this release on the Certifications tab on My Oracle Support. UNIX is a Siebel Enterprise Server software platform.

Note: Linux is treated in this guide as a UNIX operating system. Specific supported Linux operating systems are listed on the Certifications tab on My Oracle Support.
The term IBM z/OS refers to all the IBM mainframe operating systems, collectively referred to as z/OS, which are supported for this release as described on the Certifications tab on My Oracle Support. The z/OS operating system is a Siebel database software platform.

About File Paths and Commands in Upgrade Topics

Environment variables and path placeholders for both Windows and UNIX paths are used throughout this guide. You must enter UNIX commands in a Korn shell. Enter Windows commands in a Windows Command Prompt window.

Windows Paths

The following path conventions specify file system locations in topics:

SIEBEL_ROOT is the absolute path to the Siebel Server installation directory. When you install a Siebel Server, the installation program queries for the Siebel CRM installation path and installs the Siebel Server in a subdirectory of this path called siebsrvr. For example, if you specified C:\sba811 as the installation directory (this is the default), then SIEBEL_ROOT is C:\sba811\siebsrvr.
DBSRVR_ROOT is the absolute path to the Siebel Database Configuration Utilities files installation directory on the Siebel Server. When you install the Siebel Database Configuration Utilities, the installation program queries for the Siebel Server installation directory and then installs the Siebel Database Configuration Utilities files at the same level in a subdirectory called dbsrvr. For example, if SIEBEL_ROOT is C:\sba811\siebsrvr, then DBSRVR_ROOT is C:\sba811\dbsrvr.

UNIX Paths

The following environment variables and path conventions specify file system locations in the topics in this guide:

SIEBEL_ROOT is an environment variable that defines the absolute path of the Siebel Server installation directory. When you install a Siebel Server, the installation program queries for the installation directory and installs the Siebel Server in a subdirectory of this path called siebsrvr. For example, if you specified usr/siebel as the installation directory, then $SIEBEL_ROOT is /usr/siebel/siebsrvr.
The definition of SIEBEL_ROOT and other environment variables required for doing an upgrade are located in /siebsrvr/siebenv.sh. The Siebel Server installation script sets environment variable definitions in this shell script. Do not edit or delete this file.

Tip: Before performing command line procedures, source siebenv.csh or siebenv.sh first. This refreshes the environment variables required to run commands.
DBSRVR_ROOT is a path convention used in this guide. It is not an environment variable and is not defined in siebenv.csh orsiebenv.sh.
DBSRVR_ROOT is the absolute path to the Siebel Database Configuration Utilities files on the Siebel Server. When you install the Siebel Database Configuration Utilities, the installation program queries for the Siebel Server installation directory and installs the Siebel Database Configuration Utilities files at the same level in a subdirectory called dbsrvr. For example, if $SIEBEL_ROOT is usr/siebel/siebsrvr, then DBSRVR_ROOT is /usr/siebel/dbsrvr.
Run UNIX scripts in a C or Korn shell.

Commands

Procedural steps that ask you to execute a command must be performed as follows, unless specified otherwise:

Windows. Open a Command Prompt window and use the cd command to make the specified directory the current directory. Enter the command.
Do not use the Windows File Explorer to navigate to the directory and do not run the command by entering it in the Run window in the Start Menu.
UNIX. In a shell window, make the specified directory the current directory, source the siebenv script, then enter the command.

Use lowercase for all filenames, directory names, path names, parameters, flags, and command-line commands, unless you are instructed otherwise.