Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What’s New in This Release

2 Overview of Siebel Database Environments

• Overview of Siebel Database Environments
• Supported Upgrade Paths for Siebel CRM
• Terms Used in This Guide
• Naming Conventions Used in This Guide
• About File Paths and Commands in Siebel Database Upgrade Topics
  • Windows Paths
  • UNIX Paths
  • Path Navigation
  • Executing Commands
• About Supported Siebel Upgrade Paths
• About Siebel Upgrade Environments
  • Mapping Your Environments
  • Development Environment
  • Test Environment
  • Production Environment
  • Postupgrade Tasks

3 Siebel Database Upgrade Planning

• Siebel Database Upgrade Planning
• About Siebel Upgrade Planning Resources
  • Product Documentation
  • Siebel Installation and Deployment Documentation
  • Oracle Technology Network
  • My Oracle Support
  • Oracle Software Delivery Cloud
  • Oracle Advanced Customer Services
• Guidelines for Planning Your Siebel Database Upgrade
  • Upgrade Planning Guidelines
  • Database Planning Guidelines
  • Production Database Upgrade Guidelines
• About Upgrading Your RDBMS in the Siebel Environment
  • Oracle Database
  • IBM DB2
• About Database Sort Order in the Siebel Environment
  • Sort Order Considerations for Siebel Databases
• About the Siebel Database Configuration Wizard Utilities
  • About the Upgrade the Siebel Database Function
  • Development Environment Upgrades
  • Test Environment Upgrades
  • Production Environment Upgrades
  • How the Upgrade Configuration File and SQL Files Are Created
  • How to Locate Master Configuration Files
• About the Siebel Upgrade Wizard and Driver Files
  • How to Locate Upgrade Driver Files and SQL Scripts
• About Siebel Additive Schema Changes Mode
  • Types of Changes
  • Implementation of Additive Schema Changes
  • How to Use Additive Schema Changes
• About the Siebel Database Upgrade Log Files
  • Upgrade Wizard Log Files
  • The Logparse Utility
• About the Siebel Case Insensitivity Wizard
• About the Siebel Repository Merge
  • What Happens During a Repository Merge?
  • Upgrade Ancestor Property
  • Postmerge Utilities
• About Siebel Repositories
  • Data Model Changes for Repository Upgrade
• About Inheriting Upgrade Behavior in a Siebel Upgrade
  • Limitations on the Upgrade Ancestor Property
  • Upgrade Ancestor Picklist
  • Propagating Changes to Objects After the Merge
• About the Siebel Postmerge Utilities
  • CSSGridRepPatch
  • CSSUINavUpgradeReposPrep
  • CSSMVGUpgradePatch77
  • CSSUIUpgradeReports
  • CSSWFRepPatch
  • How the Postmerge Utilities Work the Upgrade Behavior Property
• About Tuning Siebel Production Upgrade Files
  • Operating System and RDBMS Support
  • When to Use Upgrade Tuner
  • Upgrade Tuner Modes
  • Files Required to Run Upgrade Tuner
  • How Upgrade Tuner Modifies Files

4 Application Planning for a Siebel Upgrade

• Application Planning for a Siebel Upgrade
• Upgrade Planning for Multilingual Siebel Deployments
  • Validation
  • Restrictions
• Upgrade Planning for Language String Migration
• Upgrade Planning for Siebel Unicode Support
  • Planning Considerations for the Unicode Migration
  • Supported Types of Unicode
• Upgrade Planning for Siebel AES Encryption
• Upgrade Planning for Siebel Web Template Files and Style Sheets
• Upgrade Planning for Siebel Access Control
• Upgrade Planning for Migrating Siebel Address Data
  • How Address Data Is Preserved
  • How to Manage Address Migration
• Upgrade Planning for Siebel Workflow Designer
  • Workflow Premerge
  • Repository Merge
  • Workflow Postmerge
  • Status of Customer-Modified Workflows After the Merge
  • Logging
  • Monthly Updates 20.8 – 22.6 to 22.7+ - Workflow Process Consideration
• Upgrade Planning for Mobile Devices in the Siebel Environment
  • Mobile Application Upgrade
• Upgrade Planning for Resonate Central Dispatch in the Siebel Environment
• Upgrade Planning for Siebel String Translation
• Upgrade Planning for Siebel Personalization
• Upgrade Planning for Siebel Pricer and Order Management

5 Preparing for Siebel Database Upgrade

• Preparing for Siebel Database Upgrade
• Verifying Siebel Database Connectivity
• Preparing Siebel Tables and Views for Upgrade
• Preparing Siebel Custom Indexes for Upgrade
• Exporting Siebel Interface Table Data
• Archiving Unneeded Siebel Repositories
• Preserving Siebel Dock Objects and Visibility Rules
• Securing AIX Memory Allocation Segment Space for the Siebel Database
• Preparing for a Multilingual Upgrade

6 Preparing an IBM DB2 Database for a Siebel Upgrade

• Preparing an IBM DB2 Database for a Siebel Upgrade
• Verifying the IBM DB2 Client for a Siebel Upgrade
• Verifying IBM DB2 Sort Order for a Siebel Upgrade
• Setting IBM DB2 Parameters for a Siebel Upgrade
  • IBM DB2 Database Manager Settings
  • IBM DB2 Database Configuration Parameters
• Verifying IBM DB2 Permissions for a Siebel Upgrade
• Verifying IBM DB2 Instance Owner Permissions for a Siebel Upgrade
• Creating IBM DB2 Temporary Tablespaces and Bufferpools for a Siebel Upgrade
  • Creating a 16-KB Temporary Tablespace
  • Creating a 32-KB Temporary Tablespace
• Analyzing IBM DB2 Custom Tablespace Requirements for a Siebel Upgrade
• Verifying the IBM DB2 Application Development Client for a Siebel Upgrade
• Identifying IBM DB2 Long Columns for Truncation in a Siebel Upgrade

7 Preparing an Oracle Database for a Siebel Upgrade

• Preparing an Oracle Database for a Siebel Upgrade
• Verifying Oracle Database Sort Order for a Siebel Upgrade
• Setting Oracle Database Configuration Parameters for a Siebel Upgrade
  • General Configuration
  • Query Optimizer Settings
• Verifying Oracle Database Parameters for Multiple Processors in a Siebel Upgrade
• Verifying the Oracle Database ODBC Definition for a Siebel Upgrade
  • Verifying or Editing an ODBC Definition on Windows
  • Verifying or Editing an ODBC Definition on UNIX

8 Preparing a Microsoft SQL Server Database for a Siebel Upgrade

• Preparing a Microsoft SQL Server Database fora Siebel Upgrade
• Verifying Microsoft SQL Server Sort Order for a Siebel Upgrade
• Setting Microsoft SQL Server Temporary Space Size for a Siebel Upgrade
• Setting Microsoft SQL Server Configuration Parameters for a Siebel Upgrade
• Rebuilding Microsoft SQL Server Clustered Indexes for a Siebel Upgrade

9 Preparing Siebel Application Data for Upgrade

• Preparing Siebel Application Data for Upgrade
• Preparing Siebel Customized Seed Data for Upgrade
  • About Deactivated LOVs
  • Discarding Seed Data Modifications
• Migrating Siebel Household Data
  • Migrating Household Relationships to the Party Model
• Preparing Siebel Mobile User Data for Upgrade
• Preparing Siebel Address Data for Upgrade
• Preparing Siebel Territory Management Rules for Upgrade
• Preparing Siebel Customizable Product Data for Upgrade
  • Customizable Products in Work Spaces
  • Class Products

10 Upgrading the Siebel Database

• Upgrading the Siebel Database
• Modifying siebel.cfg Before Upgrading Siebel Database
• Creating a New ODBC Data Source Before Upgrading Siebel Database
• Example of a Siebel Development Environment Upgrade Flow
• Renaming the Siebel Repository
• Ancestor Repositories
• Changing the Siebel Database Configuration Utilities Language
• Preparing to Run the Siebel Database Configuration Wizard
  • Additional Information Required for Apply Additive Schema Changes Mode
• Running the Siebel Database Configuration Wizard on Windows
• Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table on Windows
  • Backing Up the S_LST_OF_VAL Table on Windows
  • Deactivating Records for Unshipped or Unwanted Languages on Windows
  • Importing Newly Created Records from the Data File on Windows
• Running the Siebel Database Configuration Wizard on UNIX
• Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table on UNIX
  • Backing Up the S_LST_OF_VAL Table on UNIX
  • Deactivating Records for Unshipped or Unwanted Languages on UNIX
  • Importing Newly Created Records from the Data File on UNIX
• Starting the Siebel Upgrade Wizard
  • Requirements for Restarting the Upgrade Wizard
  • Starting the Upgrade Wizard
  • Stopping the Upgrade Wizard on Windows
  • Stopping the Upgrade Wizard on UNIX
• Moving the Siebel Repository Files
• Running the Siebel Case Insensitivity Wizard
  • Overview of What the Case Insensitivity Wizard Does
  • CIAI Upgrade Issues for IBM DB2 Users
  • Choosing the Correct Repository
  • Running the Case Insensitivity Wizard Using an Input File
  • Running the Case Insensitivity Wizard by Selecting Columns
  • Configuring CIAI Support for Columns That Do Not Have Indexes Defined
• Applying Siebel Additive Schema Changes
  • Requirements for Applying Siebel Additive Schema Changes
  • Applying Siebel Additive Schema Changes
• Regenerating SQL Files for a Siebel Upgrade
• Identifying and Dropping Obsolete Indexes for a Siebel Upgrade
• Preparing for a Nondevelopment Environment Siebel Upgrade
• Fixing Column Alignment for Custom Objects
• Inactivating Unreferenced Repository Objects
• Converting Siebel Web Templates with the SWT to OD Conversion Utility
• Siebel Database Update Process
  • Post Installation Database Update
  • Values Required by Post Installation Database Update
  • Database Configuration in Siebel Enterprise Server Installer
  • Troubleshooting Database Configuration
  • Postpone Running Post Installation Database Update
  • Skip Post Installation Database Update
  • Post Installation Database Update Report
  • Post Installation Database Update Exit Codes
  • Logging and Diagnostics
  • Rerunning Post Installation Database Update
• RepositoryUpgrade Utility
  • Running RepositoryUpgrade Utility
  • Independently Apply RepositoryUpgrade Schema Changes
  • Siebel Repository and Workspace Version Tracking

11 Siebel CRM Upgrade Factory

• Siebel CRM Upgrade Factory
• Overview of the Siebel CRM Upgrade Factory
• Setting up and Configuring SCM with Upgrade Factory
• Preparing the Upgrade
• Executing the Upgrade
• Troubleshooting Upgrade Process Issues
• Frequently Asked Questions

12 Siebel CRM Upgrade Factory On Premises

• Siebel CRM Upgrade Factory On Premises
• Overview of the Siebel CRM Upgrade Factory On Premises
• Preparing for the Upgrade
• Installation and Deployment
• Triggering the Upgrade
• Executing the Upgrade
• End to End Process Steps

13 Reviewing the Siebel Upgrade Log Files

• Reviewing the Siebel Upgrade Log Files
• Summarizing Siebel Log Files Using the Logparse Utility
  • Command-Line Syntax for the Logparse Utility
  • Running the Logparse Utility
• Reviewing Siebel Upgrade Log Files for Errors
  • Verifying the Upgrade Environment
  • Determining Whether the Upgrade Process Completed Successfully
  • Determining Whether Steps Contain Unacceptable Errors
  • Reviewing Upgrade Performance
• Manually Archiving Siebel Upgrade Log Files

14 Performing the Siebel Repository Merge

• Performing the Siebel Repository Merge
• Preparing for the Repository Merge
  • Recovering from a Failed Merge
• Configuring Siebel Repository Objects to Inherit Upgrade Behavior
  • Specifying an Upgrade Ancestor
  • Viewing the Descendants or Copies of an Object
• Performing a Siebel Repository Merge
• Reviewing the Siebel Repository Merge Log Files
• Generating Siebel Enterprise Integration Manager Temporary Columns
• Reviewing Siebel Repository Object Property Conflicts
  • How Object Property Conflicts Occur
  • Application Upgrade Attribute List View
  • Reviewing Object Property Conflicts
  • Reviewing Object Property Conflicts at the Attribute Level
• Generating the Runtime Repository Data
• Regenerating the Siebel Repository Definition Files
  • Regenerating the schema.ddl File
  • Regenerating the custrep.dat File
• Deleting Unneeded Siebel Repository Files
• Running the Siebel Postmerge Utilities

15 Performing a Siebel Incremental Repository Merge

• Performing a Siebel Incremental Repository Merge
• Process of Meeting Requirements for an Incremental Repository Merge
  • Before You Begin
    • About the Siebel Server and Siebel Tools on Windows
  • Preparing Siebel Tools for Custom ODBC Data Source Names on Oracle Database
  • Preparing Siebel Tools for Custom ODBC Data Source Names for All Databases
  • Editing the Siebel Tools Configuration File
• Process of Performing Incremental Upgrade of Siebel Database from Siebel CRM 8.1.1.x (SIA Repository), 8.2.2.x, 15.x, and 16.x
  • Preparing to Run the Siebel Database Configuration Wizard
    • About the Database Configuration Utilities
    • Determining Your Repository Version
  • Requirements for Running the Siebel Database Configuration Wizard on Windows
  • Running the Siebel Database Configuration Wizard on Windows
  • Running the Siebel Database Configuration Wizard on UNIX
  • Preparing to Start the Siebel Upgrade Wizard
  • Starting the Siebel Upgrade Wizard
  • Stopping the Siebel Upgrade Wizard on Windows
  • Stopping the Siebel Upgrade Wizard on UNIX
  • Preparing to Restart the Merge
    • Requirements for Restarting the Incremental Repository Merge
  • Restarting the Merge
  • Executing the RUNSTATS Command on Oracle Database During the Pause Following New Repository Creation
  • Executing the RUNSTATS Command on IBM DB2 During the Pause Following New Repository Creation
  • Executing the UPDATESTATS Command on Microsoft SQL Server During the Pause Following New Repository Creation
• Process of Upgrading Siebel Development Environment from Siebel CRM 8.1.1.x (SIA Repository)
  • Upgrading the Siebel Database Schema
  • Executing Incremental Repository Merge on UNIX
  • About Siebel Repository Merge Errors
    • Acceptable and Unacceptable Errors
    • Causes of an Incomplete Merge Process
    • Reviewing the Siebel Repository Merge Log Files
    • Reviewing the Hierarchical Merge Report
    • Usability
    • Navigation Section
    • Dependent Object Section
  • Reviewing Siebel Repository Object Property Conflicts
    • How Repository Object Property Conflicts Occur
    • Reviewing Object Property Conflicts
    • Reviewing Log Files for All Upgrades
    • Reviewing Conflicts at the Attribute Level
    • Marking Conflict Resolution as Complete Using Siebel Tools
  • Generating the Runtime Repository Data
• Upgrading a Custom Database Schema
  • Verifying the Repository After Upgrade
• About Migrating Siebel Open UI XML Manifest Data from Previous Release to New Manifest Data in the Database
  • Manifest File Migration Rules
• Default Configuration for Generic Applet Types and Configuration of Non-Applet User Interface Constituents
  • Generic Applet Types from the XML Manifest File
  • Differences Between Customer Manifest Data and Oracle Manifest Data
  • File Selection Rules
  • Checking the Post-upgphys Verification Process
    • Checking for Database Errors
    • Checking for Application Errors
• Process of Regenerating the Siebel Repository Definition Files
  • Regenerating the schema.ddl File
  • Regenerating the custrep.dat File
  • Editing the Siebel Tools Configuration File After the Development Environment Merge
• Performing a Test or Production Environment Migration from Siebel CRM 8.1.1.x (SIA Repository)

16 Siebel Postmerge Development Tasks

• Siebel Postmerge Development Tasks
• Reviewing Objects Deleted from the Siebel Repository
• Reviewing Obsolete Objects in the Siebel Repository
• Upgrading to the Siebel Symbolic String Model
• Dropping IBM DB2 8-KB Tablespaces and Buffers After a Siebel Merge
• Updating Siebel Enterprise Application Integration (EAI)

17 Postupgrade Tasks for the Siebel Database

• Postupgrade Tasks for the Siebel Database
• Reapplying Schema Customizations in the Siebel Database
  • Reviewing Obsolete Tables
• Migrating Address Data After a Direct SEA to SIA Upgrade
  • Schema Differences Between SEA and SIA Repositories
• Validating Dock Objects and Rule Definitions in the Siebel Database
• Verifying an Upgraded Oracle Database After a Siebel Upgrade
• Setting Oracle Database Parameters After a Siebel Upgrade

18 Reviewing the Siebel User Interface

• Reviewing the Siebel User Interface
• Troubleshooting Postmerge Siebel User Interface Problems
  • Basic Troubleshooting Guidelines
  • About the Postmerge Utilities Log
• Reviewing Siebel Grid-Based Applets
• Reviewing Siebel User Interface Navigation
• Reviewing Siebel Multi-Value Group Shuttle Applets
• Revising Siebel UI Rich Text Controls
• Reviewing New Siebel UI Aggregate Categories
• Revising Siebel Visibility Filters to Display Correctly
• Assigning a Category and Type to Siebel Chart Views
• Assigning a Category and Type to Siebel Explorer Views
  • Assigning a New Web Template to a View
  • Assigning a New Type to a Screen View
• Setting Up Navigation to Inaccessible Siebel Detail Views

19 Postupgrade Tasks for Siebel Business Applications

• Postupgrade Tasks for Siebel Business Applications
• Activating License Keys
• Generating Siebel Reporting Relationships
• Setting Up Siebel Global Time Zone Support
• Displaying Regions in Siebel Marketing
• Configuring Siebel Marketing Purchase Orders for Display
• Upgrading Siebel Attribute Pricing
• Verifying Aggregate Discounts in Siebel Pricer
• Upgrading Inbound Siebel Workflows

20 Tuning the Siebel Upgrade Files

• Tuning the Siebel Upgrade Files
• Starting and Stopping Siebel Upgrade Tuner
  • Starting Upgrade Tuner
  • Saving Your Changes and Exiting Upgrade Tuner
  • Discarding Your Session Changes and Exiting Upgrade Tuner
• Managing Parallel Threads Using Siebel Upgrade Tuner
  • Displaying Threads
  • Creating Parallel Threads
  • Moving Items Between Threads
  • Deleting a Thread
  • Evaluating Upgrade Performance Improvement
• Managing Zero-Row SQL Commands Using Siebel Upgrade Tuner
  • Displaying Zero-Row SQLs
  • Deactivating Zero-Row SQL Commands
  • Activating Zero-Row SQL Commands
  • Evaluating Upgrade Performance Improvement
• Transferring UNIX Files for Use by Siebel Upgrade Tuner
  • Requirements for the UNIX Host
  • Requirements for the Windows Host
  • Transferring Files from the UNIX Host to the Windows Host
  • Transferring Files from the Windows Host to the UNIX Host
• Rolling Back Siebel Upgrade Tuner Changes
  • Upgrade File Versions
  • Guidelines for Rolling Back Upgrade Files
  • Rolling Back to the Previous Session
  • Rolling Back to the Original Upgrade Files
  • Activating or Deactivating SQL Commands Manually

21 Migration Planning Using Siebel Migration

• Migration Planning Using Siebel Migration
• About Migrating with Siebel Migration
• Roadmap for Planning a Migration with Siebel Migration
• About Migration Process Orchestration During the Siebel Migration Process
• About the Process Flow for Migration Resources
• About the Siebel Migration Log Files
  • How to Locate Siebel Migration Resource Log Files
  • Enabling SQL Tracing for Siebel Database Utilities
• About REST API Used for Migration Discovery and Execution

22 Data Preparation for Siebel Migration

• Data Preparation for Siebel Migration
• Process of Preparing Siebel Application Data for Migration
• Process of Transforming Data with Siebel Application Deployment Manager
  • Creating an ADM Data Map
  • Associating a Data Map to a Project Item
• Customizing Siebel Migration Execution and Resource Sequencing
• Setting Up File Prepare and Deploy

23 Data Migration Using Siebel Migration

• Data Migration Using Siebel Migration
• Before You Begin Migrating with Siebel Migration
  • Configure User Access to Siebel Migration Application
• Process of Using Siebel Migration to Migrate Data
  • Creating a Connection
  • Generating a Watermark
    • Scenario for Using a Watermark
    • Types of Watermarks
  • Creating a Migration Plan
    • Siebel Migration Plan Dependencies
  • Executing a Siebel Migration Plan
    • Renaming Repositories After Full Migration
    • Preprocessing and PostProcessing for Migration Execution
  • Executing a Siebel Full Migration Plan
  • Aborting a Running Migration Plan
  • Viewing Migration Log Files
  • Viewing Migration History
    • Query Migration History
    • Cleanup Migration History
• Asynchronous Migration Using Siebel Migration
• Migrating Repository Changes from Development to Production Environment (Siebel CRM 18.8 or Later)
  • Adding Seed Data to the Target Environment
  • Setting the Seed Migration Priority System Preference
  • Setting the RepVer Column Compatibility System Preference
  • Migrating User Preferences
• Migrating Configuration Data and Incremental Changes
• Migrated Configuration Data Is Available to the Runtime Repository Without User Re-Login
• Component Parameter to Auto-detect Updated Configuration in the Runtime Repository
• Managing Cross Version Migration
• Troubleshooting Data Migration Using Siebel Migration

24 REST API References for Migration Services

• REST API References for Migration Services
• Using REST API with the Migration Schema Service
  • Exporting with the Migration Schema Service
  • Getting Status with the Migration Schema Service
  • Importing with the Migration Schema Service
  • Verifying If a Schema Changed with the Migration Schema Service
  • Getting a Watermark with the Migration Schema Service
• Using REST API with the Migration Application Data Service
  • Exporting with the Migration Application Data Service
  • Getting Status with the Migration Application Data Service
  • Importing with the Migration Application Data Service
• Using REST API with the Migration Data Service with Transformation Service
  • Exporting with the Migration Application Data Service With Transformation
  • Getting Status with the Migration Application Data Service With Transformation
  • Importing with the Migration Application Data Service With Transformation
• Using REST API with the Migration Incremental Runtime Repository Data Service
  • Getting a Watermark with the Migration Incremental Runtime Repository Data Service
  • Exporting with the Migration Incremental Runtime Repository Data Service
  • Getting Status with the Migration Incremental Runtime Repository Data Service
  • Importing with the Migration Incremental Runtime Repository Data Service
  • Checking a Database with the Migration Incremental Runtime Repository Data Service
• Using REST API with the Migration Runtime Repository Data Service
  • Getting Runtime Repository Information with the Migration Runtime Repository Data Service
  • Getting a Watermark with the Migration Runtime Repository Data Service
  • Exporting with the Migration Runtime Repository Data Service
  • Getting Status with the Migration Runtime Repository Data Service
  • Importing with the Migration Runtime Repository Data Service
  • Checking a Database with the Migration Runtime Repository Data Service
• Using REST API with the Migration Incremental Application Workspace Data Service
  • Getting Status with the Migration Incremental Application Workspace Data Service
  • Getting a Watermark with the Migration Incremental Application Workspace Data Service
  • Exporting with the Migration Incremental Application Workspace Data Service
  • Importing with the Migration Incremental Application Workspace Data Service
  • Invalidating Seed Caches with the Migration Incremental Application Workspace Data service
• Using REST API with Migration Application Workspace Data Service
  • Getting a Seed Copy Watermark with the Migration Application Workspace Data Service
  • Getting the Full Seed Watermark with the Migration Application Workspace Data Service
  • Getting Status with the Migration Application Workspace Data Service
  • Getting a Seed Copy Export with the Migration Application Workspace Data Service
  • Getting a Seed Copy Import with the Migration Application Workspace Data Service
  • Getting the Full Seed Export with the Migration Application Workspace Data Service
  • Getting the Full Seed Import with the Migration Application Workspace Data Service
  • Invalidating the Seed Caches with the Migration Application Workspace Data Service
• Using REST API with the Migration File Prepare and Deploy Service
  • Exporting with the Migration File Prepare and Deploy Service
  • Getting Status with the Migration File Prepare and Deploy Service
  • Importing with the Migration File Prepare and Deploy Service
  • Generating a Watermark with the Migration File Prepare and Deploy Service
  • Reading the Watermark with the Migration File Prepare and Deploy Service
  • Writing the Watermark with the Migration File Prepare and Deploy Service
• Using REST API with Siebel Migration Application
  • Using REST API to Configure Siebel Migration Application Connections
    • Getting All Connections
    • Getting a Connection by Name
    • Creating a New Connection
    • Updating the Connection
    • Refreshing a Connection
    • Creating a Watermark for a Connection
    • Deleting a Connection
  • Using REST API to Configure Siebel Migration Application Migration Plans
    • Getting All Migration Plans
    • Getting a Migration Plan by Name
    • Creating a New Migration Plan
    • Updating a Migration Plan
    • Refreshing a Migration Plan
    • Deleting a Migration Plan
  • Using REST API to Execute Schema Imports
  • Using REST API to Execute Siebel Migration Plans
    • Executing a Migration Plan
    • Getting Status for a Running Migration Plan by Name
    • Getting Status for a Running Migration Plan by Plan Name and Resource Name
    • Getting Execution Status by Migration Plan Name, Resource Name and Operation
    • Getting the Migration Execution Operation Log
  • Using REST API to Get Siebel Migration Plan History
    • Getting All Migration History
    • Getting Migration History by Migration Plan Name
    • Getting Migration History by ID Number
    • Getting Migration History by ID and Resource Name
    • Getting Migration History by ID, Resource Name, and Operation
    • Getting the Migration History Operation Log

25 Implementing Siebel High-Availability Upgrade Using Oracle Golden Gate

• Implementing Siebel High-Availability Upgrade Using Oracle Golden Gate
• Overview of Oracle GoldenGate Implementation
• About Siebel High Availability Upgrade Files
• Extracting Oracle GoldenGate Files
  • Oracle GoldenGate Macros
• Example of Implementing a Siebel High-Availability Upgrade
• Limitations When Performing a Siebel Upgrade with Oracle GoldenGate

26 Overview of Performing a Siebel Database Upgrade

• Overview of Performing a Siebel Database Upgrade
• Roadmap for Siebel Database Environment Upgrade
  • Evaluating the Environment
  • Planning the Upgrade
  • Configuring the Environment
  • Testing the Environment
  • Implementing the Environment
• Process of Upgrading a Siebel Development Environment
  • Search for Articles on My Oracle Support
  • Upgrade the Servers
  • Upgrade Third-Party Software
  • Upgrade the RDBMS
  • Perform Preupgrade Tasks for the Siebel Database
  • Perform Preupgrade Tasks for IBM DB2
  • Perform Preupgrade Tasks for Oracle Database
  • Perform Preupgrade Tasks for Microsoft SQL Server
  • Perform Preupgrade Tasks for Application Data
  • Prepare Developers for the Upgrade
  • Upgrade Siebel Database Schema (upgrep)
  • Prepare for Repository Merge
  • Perform Repository Merge
  • Upgrade Custom Database Schema (upgphys)
  • Review the User Interface
  • Perform Postmerge Development Tasks
  • Perform Postupgrade Tasks for Database and File System
  • Perform Postupgrade Tasks for Applications Configuration
  • Perform System Tests
  • Prepare for Transition to Test Environment
• Process of Upgrading a Siebel Test Environment
  • Search for Articles on My Oracle Support
  • Upgrade the Servers
  • Upgrade Third-Party Software
  • Upgrade the RDBMS
  • Perform Preupgrade Tasks for the Siebel Database
  • Perform Preupgrade Tasks for IBM DB2
  • Perform Preupgrade Tasks for Oracle Databases
  • Perform Preupgrade Tasks for Microsoft SQL Server
  • Perform Preupgrade Tasks for Application Data
  • Prepare the Siebel Database for Upgrade
  • Upgrade the Siebel Database (upgrep and upgphys)
  • Perform Postupgrade Tasks for Database and File System
  • Perform Postupgrade Tasks for Applications Configuration
  • Perform System Tests
• Process of Tuning Siebel Upgrade Performance
  • Set Up the Target Database
  • Test Additive Schema Changes
  • Upgrade the Target Database (upgrep and upgphys)
  • Tune the Upgrade Files
  • Restore the Target Database
  • Restore the Production-Test Final Database
• Process of Upgrading a Siebel Production Environment
  • Search for Articles on My Oracle Support
  • Upgrade the Servers
  • Upgrade Third-Party Software
  • Apply Additive Schema Changes
  • Upgrade the RDBMS
  • Perform Preupgrade Tasks for the Siebel Database
  • Perform Preupgrade Tasks for IBM DB2
  • Perform Preupgrade Tasks for Oracle Database
  • Perform Preupgrade Tasks for Microsoft SQL Server
  • Perform Preupgrade Tasks for Application Data
  • Perform Preupgrade Tasks for the User Interface
  • Upgrade the Siebel Database (upgrep and upgphys)
  • Perform Postupgrade Tasks for Database and File System
  • Perform Postupgrade Tasks for Applications Configuration
  • Perform System Tests

27 Siebel Case Insensitivity Wizard

• Siebel Case Insensitivity Wizard
• Overview of What the Case Insensitivity Wizard Does
• How CIAI Columns and Indexes Are Implemented in the Database
  • Case Insensitivity Wizard Modes
  • Input File Format
  • Eligibility Criteria
  • Table Name: Supported Table Types
  • Column Name: Supported Column Functional Types
  • Column Name: Supported Physical Column Types
  • Method and Index Strategy
  • Operation: Inactivating CIAI Configuration
  • Case Insensitivity Wizard Defaults
  • Running the Case Insensitivity Wizard Multiple Times
  • Column and Index Naming Convention
  • Error Reporting