Overview of UPT and IRM Data

The UPT data allows administrators to review details about when and how often users access the features in a Siebel CRM application. The process of performing UPT yields a set of .csv files.

Note: The information in this chapter is applicable only when you run IRM after migrating from a prior Siebel CRM release in which UPT was enabled such as version 15.5 or later. For information about the specific releases (including applicable patchset releases) for which UPT can be enabled, see 2145521.1 (Article ID) on My Oracle Support. For more information about Usage Pattern Tracking, see Usage Pattern Tracking and for running IRM, see Siebel Database Upgrade Guide.

As a Siebel CRM database administrator, you also obtain a set of .csv files when you use IRM to apply Siebel Innovation Pack during database upgrade (see Siebel Database Upgrade Guide).

Execution of UPT is an optional but recommended process. IRM is a mandatory process for customers upgrading from a previous Siebel Innovation Pack to the current one. Both yield .csv files that you may upload to your Siebel CRM database for further analysis in the form of reports. The .csv files of UPT list the actual repository objects in use by end users. In the case of IRM, these files list the repository objects modified or newly added during the ongoing IRM process. The actual change to a repository object is termed direct change. This change may trigger an indirect change to other objects in its hierarchy. Both types of changes reflect in the IRM log (see Siebel Database Upgrade Guide) and the UPT-IRM Intersection report (see Analytical Reports for UPT and UPT with IRM Intersection).

Note:

The objects exported to the IRM .csv file are Business Objects, Business Components, Applets, Views, Web Pages, Schema and Workflows. The export is performed during the Upgrade Repository (upgrep) process once IRM is completed.

You can choose to perform only UPT to monitor and report usage data or IRM to upgrade to a Siebel Innovation Pack or both.