Roadmap: Installing Siebel CRM in an Upgrade Installation Case (Existing Database Requiring Full Upgrade)

Use this roadmap to guide you in performing the installation and configuration tasks for deploying Siebel CRM where there is an existing Siebel database and you are upgrading from a Siebel CRM release prior to Siebel CRM 8.1.1 or 8.2.2. Where a full database upgrade must be performed, you can perform either new or migration installations (where supported), before you perform the database upgrade tasks. This roadmap assumes that you are performing new installations.

Tip: For the migration installation case, where you are upgrading from an existing installation of a prior release of Siebel CRM, see Roadmap: Installing Siebel CRM in a Migration Installation Case (Existing Installation of Siebel CRM 16.x or Earlier) instead. However, for this roadmap, 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 (usually implying 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 an upgrade case, which are as follows: (Database Configuration Utilities is no longer a selectable option for new installations. Instead, you install New Database Repository with the first Siebel Server. For upgrades, also install Ancestor Database Repository.)

Installation Tasks. Install Siebel Enterprise Server and the following components: Siebel Gateway, Siebel Server, Database Configuration Utilities (and other modules), Siebel Application Interface.
Configuration Tasks. Upgrade Siebel Database (full upgrade). Run Siebel Management Console and configure the following: Security Profile, Siebel Gateway, Siebel Enterprise, Siebel Server, Siebel Application Interface (and other modules).

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 in an Upgrade Case: This image is described in the surrounding text.

Note: For each applicable Siebel CRM module, you install Siebel CRM as a new installation, before you upgrade the Siebel database or configure the Siebel CRM products. For more information, see Installation-Related Changes in Siebel CRM.

This roadmap only briefly mentions the Siebel database upgrade tasks and places them in the context of the other steps. Before you upgrade the database, you must have installed at least one Siebel Server with New Database Repository and Ancestor Database Repository and also installed Siebel Tools. For more information about upgrading, see About Installing in Upgrade Environments and see Siebel Database Upgrade Guide.

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

Before performing installation and configuration tasks, review all documented requirements.

See Before You Install Siebel CRM.
Create the network image for the current Siebel CRM 22.x release.

See Creating the Siebel Installation Image on the Network.
Install Siebel CRM and perform other applicable steps.

For details, see Roadmap: Installing Siebel CRM for a New Deployment and Installing Siebel CRM.
After verifying the installation, upgrade the Siebel database.

See About Installing in Upgrade Environments and see Siebel Database Upgrade Guide.
Perform additional applicable steps in Roadmap: Installing Siebel CRM for a New Deployment.

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Siebel Database Upgrade Guide

Siebel CRM Update Guide and Release Notes on My Oracle Support

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