Roadmap: Installing Siebel CRM in a Migration Installation Case (Existing Installation of Siebel CRM 16.x or Earlier)

Use this roadmap to guide you in performing the installation tasks for deploying Siebel CRM where there is an existing installation of a prior release of Siebel CRM 16.x or earlier (prior to Siebel CRM 17.0). You can migrate from any release as early as Siebel CRM 8.1.1 or 8.2.2. This is the migration installation case.

Tip: For the database upgrade case, where you are upgrading from a Siebel CRM release prior to version 8.1.1 or version 8.2.2, see Roadmap: Installing Siebel CRM in an Update Installation Case (Existing Installation of Siebel CRM 17.x or Later) instead. In an upgrade case, you perform a full database upgrade instead of running Incremental Repository Merge (IRM). In general, this book uses the term migration to refer to a migration installation, with IRM, and uses the term upgrade to refer to a full database upgrade.

The following figure presents a simplified view of the installation and configuration tasks for Siebel CRM server modules for a migration deployment, which are as follows:

Installation Tasks: Migration. Install Siebel Enterprise Server and the following components: Siebel Application Interface, Siebel Gateway, Siebel Server, Database Configuration Utilities (and other modules).
Configuration Tasks. Upgrade Siebel Database (incremental repository merge). Run Siebel Management Console and Siebel Application Interface.

Note: This illustration does not mention installation or configuration tasks for security or the Siebel Migration application. However, those tasks, where applicable, are implicitly part of this roadmap.

Installing and Configuring Siebel CRM for a Migration Deployment: This image is described in the surrounding text.

Note: For each applicable installed Siebel CRM module of a qualified version, you install Siebel CRM as a migration installation. Complete the installation before you run Incremental Repository Merge or configure the Siebel CRM products. For more information, see Installation-Related Changes in Siebel CRM.

This roadmap only summarizes the migration installation process and does not include details about required tasks. For example, you must do the following tasks after performing the migration installation tasks. See also Additional Tasks for Migration Installations.

Upgrade the database client. You might need to upgrade the database client software to a supported version for Siebel CRM, as noted in the Certifications tab on My Oracle Support. Also update the database client installation path in the defined environment variables. See About Configuring Siebel CRM.
Run Incremental Repository Merge (IRM). After you perform the migration installation for a Siebel Server where you perform database tasks and for Siebel Tools, you must run Incremental Repository Merge. For more information, see Siebel Database Upgrade Guide.
Reset passwords in Siebel Gateway and on the Siebel Server. Customers must reset any passwords on the Siebel Gateway that were previously encrypted using encryption other than AES. Such passwords are now encrypted using AES. For more information about reencrypting these passwords, see Siebel Security Guide. See also Additional Tasks for Migration Installations.

The installation process for Siebel CRM in a migration installation case requires multiple tasks that you perform in the following general sequence:

Before performing installation tasks, review all documented requirements and perform any necessary premigration tasks.

See Before You Install Siebel CRM and Additional Tasks for Migration Installations.
Create the network image for the current Siebel CRM 22.x release.

See Creating the Siebel Installation Image on the Network.
Remove the existing configuration on the Web server computer where you previously installed Siebel Web Server Extension (SWSE).

Caution: You must perform this task before you perform the migration installation of Siebel Application Interface for the existing installation of SWSE.

See Additional Tasks for Migration Installations and About Configuring Siebel CRM.
For each existing installation of SWSE, install Siebel CRM as a migration installation. Siebel Application Interface is installed in its place.

As part of installation, also specify authentication information and port numbers that will be used by your Siebel CRM deployment. The port numbers must be unique on each installation computer or operating system instance.

See Installing Siebel CRM. In particular, see Installing Siebel CRM in a Migration Installation.
For all other existing installations of Siebel Enterprise Server modules, install Siebel CRM as a migration installation. Also perform any necessary postmigration tasks.

As part of installation, also specify authentication information and port numbers that will be used by your Siebel CRM deployment. The port numbers must be unique on each installation computer or operating system instance.

Note: When you migrate the Siebel Gateway, you also must provide information to allow your existing configurations to migrate. This includes the port number of the existing Siebel Gateway Name Server as well as some Siebel Application Interface settings that you specified in Step 4. (If you installed multiple instances of Siebel Application Interface, then specify the settings that apply to the instance of Siebel Application Interface from which you will run Siebel Management Console.)

See Installing Siebel CRM. See also Additional Tasks for Migration Installations.
(Optional) Install Siebel Gateway on additional nodes, if you will use clustering.

See Configuring the Siebel Gateway Cluster.
Verify the installation of Siebel CRM modules.

See Verifying and Troubleshooting Your Installation.
For each existing installation of Siebel Tools, install Siebel CRM as a migration installation. Also perform any necessary postmigration tasks.

See Installing Siebel CRM. See also Additional Tasks for Migration Installations.
For each existing installation of Siebel Web Client, install Siebel CRM as a migration installation. Also perform any necessary postmigration tasks.

Note: Oracle Database SE2 and Oracle Database Client are installed for use with the local database (for Mobile Web Client).

See Installing Siebel CRM. See also Additional Tasks for Migration Installations.
Verify the installation of Siebel Tools and Siebel Web Clients.

See Verifying and Troubleshooting Your Installation.
Run Incremental Repository Merge on the Siebel database.

See Siebel Database Upgrade Guide.
Run the Siebel Management Console and configure your Siebel deployment:
1. (Optional) Configure the Siebel Gateway cluster.
2. Configure the Siebel Application Interface.
3. Perform any other configuration tasks that you require for your deployment.
See Configuring Siebel CRM Server Modules.
Perform additional postinstallation tasks for the Siebel Server.

See Additional Postinstallation and Configuration Tasks.
(Optional) Install additional Siebel CRM modules. For example:
- Desktop Integration Siebel Agent (DISA)
- Install Siebel Search software
- Siebel Test Execution
- Siebel Approval Manager
(Optional) Install and configure additional instances of Siebel Gateway, Siebel Server, or Siebel Application Interface if they are required for your deployment, then verify each installation.
Perform any remaining postinstallation tasks. For example, install or upgrade any required third-party products.

See the Certifications tab on My Oracle Support.

See Additional Postinstallation and Configuration Tasks.

Related Books

Siebel Database Upgrade Guide

Siebel CRM Update Guide and Release Notes on My Oracle Support

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