1What's New in This Release

What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.9 Update

The following information lists the changes in this revision of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.9 Update

Topic

Description

Supported Upgrade Paths for Siebel 2019

About Single-Step Repository Upgrade

Copying Ancestor Repositories

Modified topics. Updated the version numbers for supported upgrade paths.

About the Process Flow for Migration Resources

Modified topic. Describes how the orchestration.json file defines the migration process flow for migration resources.

Executing a Siebel Migration Plan

Modified topic. Describes how to execute a migration plan, including the following:

  • What happens after execution of the Runtime Repository Data Service completes.

  • Preprocessing and postprocessing for migration execution.

Using REST API with the Migration File Prepare and Deploy Service

New topic. Describes the Migration File Prepare and Deploy Service.

Roadmap for Planning a Migration with Siebel Migration

Modified topic. The username requirements for migration is that both source and target environments should have the same username and passsword.

Upgrading a Custom Database Schema

Modified topic. Clarified steps 10 and 11 as follows:

  • 10. Export repository to a file: This step exports the Design Time Repository (DR) to the custrep_dev.dat file and Runtime Repository (RR) to the custrep.dat file.

  • 11. Import New Customer Repository as Siebel Repository: This step imports the Design Time Repository (DR) from the custrep_dev.dat file.

Preparing Siebel Workflow Processes for Upgrade

Modified topic. As of Siebel CRM 19.7 Update, the latest version of a workflow process (where Status is Completed and Inactive is set to False) is editable. Older versions of workflow processes (where Status is Not in Use and Inactive is set to True) are read-only and should not be used.

To disable workflow processes:

  • In Siebel Tools, set the Inactive property to True to inactivate workflow processes.

  • In Siebel UI, use the Deactivate Process option in Menu to deactivate workflow processes.

About Migrating User Preferences

New topic. As of Siebel CRM 8.1.x/8.2.x (including all Siebel Innovation Packs), the migration of user preferences is typically supported between releases.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.7 Update

The following information lists the changes in this revision of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.7 Update

Topic

Description

Inactivating Unreferenced Repository Objects

Modified topic. RepCrawler references the following files present in the dbsrvr/common folder to determine whether to inactivate unreferenced objects or not:

  • ReSanitizationRules.xml

  • RefReferenceObjects.txt

Reviewing the Siebel Repository Merge Log Files (Repository Merge)

Reviewing the Siebel Repository Merge Log Files (Incremental Repository Merge)

Modified topics. In Step 5 of these procedures, the query condition that you enter in the Status field should be as follows: !!ERROR::*.

Executing a Siebel Migration Plan

Modified topic. After execution of the Runtime Repository Data Service completes, you must do the following in the target environment: rename the Migrated Repository to Siebel Repository, restart Siebel Server, and activate workflow tasks.

Viewing Migration History and Log Files

Modified topic. Migration logging has been enhanced to include logging for the following Siebel Migration resource operations:

  • Runtime Repository Data Service: GetWatermark operation.

  • Application Workspace Data Service: GetFullSeedWatermark and GetSeedCopyWatermark operations.

  • Incremental Runtime Repository Data Service: ActivateWorkflowsTasks operation.

  • Incremental Application Workspace Data Service: InvalidateSeedCaches operation.

  • File Prepare and Deploy: generateWatermark, readwatermarkfile, writewatermarkfile operations.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.5 Update

The following information lists the changes in this revision of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.5 Update

Topic

Description

Preparing Siebel Workflow Processes for Upgrade

Modified topic. Before upgrading, you must deactivate all versions of a workflow except the most recent version with a status of Completed in Siebel Tools.

Using REST API with Migration Application Workspace Data Service

Modified topic. This topic describes the supported methods for the Migration Application Workspace Data Service.

Reviewing Log Files for All Upgrades

Modified topic. Inserted a cross reference to the topic about reviewing repository merge log files.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.3 Update

The following information lists the changes in this revision of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.3 Update

Topic

Description

About Migrating with Siebel Migration

Modified topic. Siebel Migration does not support migration of repository or workspace data from non-development (RR) environments to other RR environments - migrating from Test to Production or UAT to Production is not permitted.

Added tables listing the migration plan actions for the following services and the additional information that is required:

  • Schema Service

  • Runtime Repository Data Service

  • Incremental Runtime Repository Data Service (IRR)

  • Application Workspace Data Service (Full Seed/LOV)

  • Incremental Application Workspace Data Service (Incremental LOV/Seed)

  • Application Data Service

  • Application Data Service with Transformation

  • File Prepare & Deploy

Asynchronous Migration Using Siebel Migration

Modified topic. Added a table showing when the following migration scenarios are supported:

  • Export Only Migration

  • Import Only Migration

  • Export and Import Migration

These migration scenarios are supported, using either the Siebel Migration application or REST API, in Siebel CRM 18.11 Update and later releases.

About the REST API Used for Migration Discovery and Execution

Modified topic. Descriptions of the following migration services have been updated:
  • Application Workspace Data Service (Full Seed /LOV)

  • Application Data Service

  • Application Data Service with Transformation

About Migrating with Siebel Migration

About the REST API Used for Migration Discovery and Execution

Siebel Migration Plan Dependencies

Modified topics. From Siebel CRM 19.3 Update release onwards, the Siebel Migration application no longer supports the Design Repository Data Service.

Using REST API with the Migration Design Repository Data Service

Obsolete topic. The Siebel Migration application no longer supports the Design Repository Data Service.

Migrating Configuration Data and Incremental Changes

Modified topic. This topic lists some important issues to note when migrating configuration data and incremental changes.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.1 Update

The following table lists the changes in this version of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 19.1 Update

Topic

Description

Terms Used in This Guide

About the Siebel Database Configuration Wizard Utilities

Migration Planning Using Siebel Migration

Modified topics. As of Siebel Innovation Pack 2017, the Repository Migration Utility (dev2prod) is no longer supported. The Siebel Migration application is supported in Siebel Innovation Pack 2017 and later releases.

Modifying siebel.cfg Before Upgrading Siebel Database

New topic. Before upgrading to Siebel 17.x, Siebel 18.x or later, a number of parameters must be changed in the siebel.cfg file, otherwise the Siebel database upgrade will fail when upgrading in upgphys mode.

Generating the Runtime Repository Data

Modified topics. During the Full Publish process, certain warning errors in the log file are acceptable and can be ignored.

Incremental Migration from a Development to a Production Environment Without Using Siebel Migration

New topic. Describes how to manually apply repository and schema changes to a target environment that is not in a Repository Upgraded state.

Full RR Migration Without Using Siebel Migration

New topic. Describes how to complete a synchronous full Runtime Repository (RR) migration without using the Siebel Migration application.

Migrating Configuration Data and Incremental Changes

New topic. Highlights some important information to consider when migrating configuration data and incremental changes.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.12 Update

The following table lists the changes in this version of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.12 Update

Topic

Description

About Single-Step Repository Upgrade

Modified topic. Updated the version numbers for supported upgrade paths.

Performing a Siebel Repository Merge

Modified topic. Before running a repository merge, make sure that EnableSafeboot=true is present in the tools.cfg file.

About Migrating with Siebel Migration

Modified topic. Migrating repository or data using Siebel Migration is not the same as performing a database upgrade where you migrate your custom repository and schema from one release of Siebel CRM to a higher release level.

Before You Begin Migrating with Siebel Migration

Modified topic. It is recommended that you back up your target database before starting to migrate repository or data using Siebel Migration.

Asynchronous Migration Using Siebel Migration

New topic. Describes how to use Siebel Migration to perform an asynchronous migration.

Activating Workflows and Tasks in the Production Environment After Full Migration

New topic. Workflows and tasks must be activated in the production (target RR) environment after a full migration.

Using REST API with the Siebel Migration Application

Modified topic. REST APIs can be used both before and after the repository upgrade is done.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.11 Update

The following table lists the changes in this version of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.11 Update

Topic

Description

Migrating Siebel 18.8 Update or Later Release Repository Changes from a Development to a Production Environment

Modified topic. Describes how to migrate a Siebel 18.8 Update or later release development environment to a target environment.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.9 Update

The following table lists the changes in this version of the documentation to support this release of the software.

Table What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.9 Update

Topic

Description

Using REST API with the Siebel Migration Application

New topic. Added information about using REST APIs with the Siebel Migration Application to do the following:

Migrating Siebel 18.8 Update or Later Release Repository Changes from a Development to a Production Environment

New topic. Added a new topic about migrating a Siebel 18.8 Update development environment to a target environment.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 18.8 Update

The following table lists the changes in this version of the documentation to support this Siebel CRM 18.8 Update.

Topic

Description

Generating a Watermark

New topic. Added a new topic that provides procedures for using Siebel Migration to generate a watermark.

About the Process Flow for Migration Resources

New topic. Added a new topic that describes the new orchestration.json file that defines the process flow for all the migration resources available in the Siebel Server.

Executing a Siebel Migration Plan

Modified topic. Added information about the Database Encoding parameter.

Viewing Migration History and Log Files

Modified topic. Added information about viewing the package filename in the History tab.

About Migrating with Siebel Migration

Modified topic. Added information about export and import asynchronous migration and information about the manifest file. Added information about configuring the Migration Package Location in the Siebel Management Console and added additional information about configuring the deployment package with Application Deployment Manager.

About the REST API Used for Migration Discovery and Execution

Modified topic. Added information about how the File Prepare and Deploy Service reads the watermark file and what the service does with that data.