Setting up and Configuring SCM with Upgrade Factory

Set up and configure Siebel Cloud Manager (SCM) with the upgrade factory feature.

To Create the SCM Stack

To create an SCM stack you need to identify the compartment for it and generate private and public keys.

To identify a compartment for the SCM stack

1. Log on to the OCI Console - https://www.oracle.com/in/cloud/sign-in.html.
2. Enter your tenancy name, that is, your cloud account name.
3. Sign in with your Oracle Cloud credentials.
4. Select your preferred region (for example, Canada Southeast)
   Note: It works on any region but if there are resource limits on any region, the stack creation might fail.
5. To select an OCI compartment, search for compartments.
6. Create a new compartment (for example, uf-scm-test) by clicking Create Compartment.
   Note: Skip this step if you want to use an existing compartment.
7. Copy the compartment OCID and keep it handy in a notepad.

To generate API keys for the OCI user (PEM key)

1. For the API key fingerprint, click the profile icon and drill down to your username.
2. Navigate to the API keys on the left pane of the Detail page.
3. If you don't have an API key, click Add API Key.
4. Download the private and public PEM key file and keep it safe.
5. Click Add.
6. Copy the configuration file preview information and click Close.

To generate the SSH private key

1. Go to any directory on your system and launch the command interface.
2. Run the command ssh-keygen and enter an SSH key file name at the prompt (Windows - cmd , MacOS - Terminal).

   ssh-keygen

   Enter file in which to save the key (/Users/prashanth/.ssh/id_rsa): <filename> Ex: id_rsa_scm

   Enter passphrase (empty for no passphrase): <Leave it blank and hit enter>

   Enter same passphrase again: <Leave it blank and hit enter>

Your identification is saved in id_rsa_scm.

Your public key information is saved in id_rsa_scm.pub.

The private and public key information is stored in your current directory. Keep this information safe.

Create the SCM Upgrade Factory Instance

To create the upgrade factory instance

1. In the OCI console, go to Market Place > All applications.
2. Search for SCM.
3. Click Siebel Cloud Manager (SCM) with Upgrade Factory.
4. Select a compartment of your choice. Keep your OCID handy.
5. Accept the conditions and click Launch stack.
6. Update the name of your choice (optional) and leave the other default options untouched.
7. Enter the compartment OCID that you kept handy.
8. Using the key-gen command browse the SSH public key information.
9. Enter a resource prefix name of your choice.
   Note: This is the value which you enter for the field Resource Prefix to name the OCI resources, and keep it handy to identify the compartment of your SCM VM later (for example, UpgradeFactory)
10. Select use User Principal under permissions.
11. Enter the fingerprint details that you kept handy in your OCID.
12. Upload the OCI PEM private key which was downloaded for the same fingerprint.
13. No passphrase is required.
14. Select the CloudManager instance configuration.
15. Select CloudManager Instance Type: VM Standard E4 Flex.
16. Enter the OCPU value as 8 and Memory as 32 GB.
17. Select Assign Public IP Address.
18. Click Next and review the details on the summary page.
19. Select the Run Apply checkbox and click Create.
20. Wait for a couple of minutes while the instance is created. Keep monitoring the logs and wait for the state to change to Succeeded.
21. Scroll down to the end of log and copy the SCM instance details available.
22. Copy the PUBLIC_IP and instance URL and save it in your notepad. This PUBLIC_IP refers to the OCI VM instance created for SCM and upgrade factory execution.
    Note: Keep this PUBLIC IP address handy for all your future transactions.
23. To access the SCM application, Open the URL and try launching the SCM URL which you copied from your notepad.
24. Click and expand v1.0 environments-related operations to find the list of APIs available (Upgrade Factory API details available at the end).