Configuring the Environment
This is the most time-consuming and resource-intensive phase of the Siebel database upgrade. Many tasks in this phase are performed only during a development environment upgrade. Perform these tasks only if you are upgrading a development environment. All other tasks are performed during all upgrades. The following table includes information relevant to this phase of the upgrade.
| Upgrade Tasks | Where to Find Documentation | Dev? | Prod |
|---|---|---|---|
1. Copy the ancestor repositories. |
For details, see Ancestor Repositories. |
Yes |
No |
2. Upgrade the servers. Verify that you have met all requirements for the upgrade. You might be required to install the Siebel Gateway, Siebel Servers, and Siebel Application Interface. |
For more information on server upgrade and installation, see the Siebel Installation Guide. See also the Certifications tab on My Oracle Support. |
Yes |
Yes |
3. Upgrade third-party software. You might need, for example, to upgrade operating system software. |
See the Certifications tab on My Oracle Support. |
Yes |
Yes |
4. Upgrade the RDBMS. |
See the Certifications tab on My Oracle Support. For details on upgrading the RDBMS, see About Upgrading Your RDBMS in the Siebel Environment. |
Yes |
Yes |
5. Perform any preupgrade tasks on your specific database. |
For details on IBM DB2.see Perform Preupgrade Tasks for IBM DB2. For details on Oracle Database, see Perform Preupgrade Tasks for Oracle Database. For details on Microsoft SQL Server, see Perform Preupgrade Tasks for Microsoft SQL Server. |
Yes |
Yes |
6. Preparing the Siebel database for an upgrade. Tasks include verifying that you have no pending workflows, stopping the Siebel Server, and so on. |
For an overview, see Perform Preupgrade Tasks for the Siebel Database. For details on basic database preparation, see Preparing for Siebel Database Upgrade. |
Yes |
Yes |
7. Preparing Siebel Business Applications data for an upgrade. |
Yes |
Yes |
|
8. Prepare your developers for the upgrade. Tasks include backing up development databases, ensuring that all developers’ projects are checked in and unlocked. |
Yes |
No |
|
9. Use the previous version of Siebel Tools to rename your Siebel Repository. |
For an overview, see Upgrade Siebel Database Schema (upgrep). For task details, see Renaming the Siebel Repository. |
Yes |
No |
10. Upgrade the Siebel database schema. Tasks include running the Database Configuration Wizard (upgrep) and the Upgrade Wizard. |
For an overview, see Upgrade Siebel Database Schema (upgrep). For specific task details, including running the Database Configuration Utilities, see Upgrading the Siebel Database. |
Yes |
Yes |
11. Prepare for the repository merge. |
For details, see Perform Repository Merge. |
Yes |
No |
12. Use the newly installed version of Siebel Tools to perform the repository merge. |
For details, see Perform Repository Merge. |
Yes |
No |
13. Upgrade custom database schema. Tasks include running the Database Configuration Wizard to upgrade previous database schema customizations, running the Upgrade Wizard, resolving errors with upgrade log files, and backing up the Siebel database. |
For an overview, see Upgrade Custom Database Schema (upgphys). For task details, see Upgrading the Siebel Database. |
Yes |
No |
14. Review the user interface. Tasks include reviewing potential object property conflicts, noting inherited behavior, and performing other tasks on the Siebel user interface. |
For an overview, see Review the User Interface. For task details, see Reviewing the Siebel User Interface. |
Yes |
Yes |
15. Create or update the Siebel Runtime Repository to assist in user interface testing. |
For details, see Using Siebel Tools. |
Yes |
Yes |
16. Perform postmerge development tasks. |
For an overview, see Perform Postmerge Development Tasks. For task details, see Siebel Postmerge Development Tasks. |
Yes |
No |
17. Perform postupgrade tasks on database and file system. These tasks are done following a completed upgrade. |
For an overview, see Perform Postupgrade Tasks for Database and File System. For task details, see Postupgrade Tasks for the Siebel Database. |
Yes |
Yes |
18. Perform postupgrade tasks for applications configuration. Tasks include installing and deploying any workflows, as well as performing other postupgrade configuration tasks. |
For an overview, see Perform Postupgrade Tasks for Applications Configuration. For task details, see Postupgrade Tasks for Siebel Business Applications. |
Yes |
Yes |