1What's New in This Release

What’s New in Siebel Database Upgrade Guide, Siebel CRM 20.9 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 20.9 Update

Topic

Description

Supported Upgrade Paths for Siebel 2020

About Single-Step Repository Upgrade

Copying Ancestor Repositories

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

Various topics.

Modified topics. ActivateWorkflowsTasks has been renamed ActivateTasks in Siebel CRM 20.9 Update and later releases.

Upgrade Planning for Siebel RC4 or AES Encryption

Modified topic. An encryption level below 128 bits is not supported in Siebel CRM.

Migrating Configuration Data and Incremental Changes

Modified topic. After a flatten workspace operation, the next migration must always be a full migration.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 20.7 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 20.7 Update

Topic

Description

Supported Upgrade Paths for Siebel 2020

About Single-Step Repository Upgrade

Copying Ancestor Repositories

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

PostInstallDBSetup Report

Modified topic. There is a new Troubleshoot tab in the PostInstallDBSetup Report console where you can go to review and troubleshoot errors that occur during Post Install DB Setup. The PostInstallDBSetup Report was previously called Repository Upgrade Report.

Logging and Diagnostics

Modified topic. To review the logs for the Workflow Upgrade (WFUpgrade) utility, see the WorkflowUpgrade.log file.

Executing a Siebel Migration Plan (see After Execution of Runtime Repository Data Service Completes subsection)

Full Runtime Repository Migration Without Using Siebel Migration (see Step 13)

Activating Tasks in the Production Environment After Full Migration

Using REST API with the Migration Incremental Runtime Repository Data Service

Activating Tasks with the Migration Incremental Runtime Repository Data Service

Modified topics. You activate task-based UI tasks by running ActivateTasks.

Activating Tasks in the Production Environment After Full Migration

Activating Tasks with the Migration Incremental Runtime Repository Data Service

Renamed topics. These topics were previously called:

  • Activating Workflows and Tasks in the Production Environment After Full Migration

  • Activating the Workflow and Taskflow with the Migration Incremental Runtime Repository Data Service

What’s New in Siebel Database Upgrade Guide, Siebel CRM 20.5 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 20.5 Update

Topic

Description

Supported Upgrade Paths for Siebel 2020

About Single-Step Repository Upgrade

Copying Ancestor Repositories

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

Siebel Database Upgrade Process for Siebel CRM 20.3 Update or Later

Modified topic. It is mandatory to run the new Post Install DB Setup (PostInstallDBSetup) utility via Siebel Enterprise Server installer to update Siebel database for Siebel CRM 20.3 Update or later. Running the PostInstallDBSetup utility is also mandatory before using Siebel Tools for Siebel CRM 20.3 or later.

Troubleshooting Database Configuration

Modified topic. Before applying the patch installation for Siebel CRM 20.3 Update or later and in order to ensure successful patch application, you must verify that all respective files are available for your database (MSSQL, Oracle, or DB2UDB & DB2390).

What’s New in Siebel Database Upgrade Guide, Siebel CRM 20.3 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 20.3 Update

Topic

Description

Creating a Connection

Modified topic. The ability to enter database information (define database parameters) when creating a connection for Siebel Migration is available in Siebel CRM 20.3 Update and later releases. Prior to Siebel CRM 20.3 Update, database information was captured when executing the migration plan.

Executing a Siebel Migration Plan

Modified topic. It is no longer necessary to specify database parameters during each individual execution of a migration plan. As of Siebel CRM 20.3 Update, you can define database parameters when creating a connection for Siebel Migration.

Getting All Connections

Getting a Connection by Name

Creating a New Connection

Updating the Connection

Executing a Migration Plan

Modified topics. The (REST API) request body and response body have been updated in these topics to include the following information:

"schemaUser": "",
"tableSpaceData": "",
"tableSpaceIndex": "",
"tableSpacePage16K": "",
"tableSpacePage32K": "",
"isUnicodeDatabase": "true",

Siebel Database Upgrade Process for Siebel CRM 20.3 Update or Later

New topic. Describes Siebel database upgrade for Siebel CRM 20.3 Update and later releases, which involves running the new Post Install DB Setup (PostInstallDBSetup) utility.

What’s New in Siebel Database Upgrade Guide, Siebel CRM 20.1 Update

No new features have been added to this guide for this release. This guide has been updated to reflect only product name changes.

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

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.

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 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: ActivateTasks 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.

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 Development to 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 Runtime Repository 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.