Migrating User Preferences

The migration of user preferences is typically supported between releases provided that existing SPF files are placed in the Siebel File System on the upgraded system. For example, if you set your Default Greeting Template to My Template, then this preference will be preserved across releases.

However, note that if something changes between releases, then old preferences may be ignored. For example, if significant changes are made to Siebel Calendar (like they were in Siebel CRM 16.x), then many of the preferences related to Calendar will change as a result, making the old preferences obsolete. Any addition of new preferences is backward compatible.

Note: Prior to Siebel CRM 8.1.x, the migration of user preferences from one major release to another (for example, from 7.8 to 8.1) is not supported. In such cases, it is recommended that you rename or delete your SPF files with each major upgrade and then reset your user preferences after the upgrade completes. New SPF files are generated during the upgrade.