Roadmap for Siebel Database Environment Upgrade

This roadmap provides an overview of tasks required to upgrade your Siebel environment. Use this roadmap to determine the applicability of each task to each environment. For example, if a task has No listed in the Prod column, then that task is not required for test, or production environment upgrades. All tasks required for the test upgrade are also required for the production environment upgrade. The development environment has more required tasks. Print and review this roadmap as you plan and work through your upgrade.

Note: Links to other topics in this guide are provided throughout this chapter. These links provide additional information that cannot be provided in these brief overviews. You must, however, perform the upgrade in the proper order. For information on general planning, see this chapter as well as Siebel Database Upgrade Planning and Application Planning for a Siebel Upgrade To begin the process of upgrading your Siebel database, see Preparing for Siebel Database Upgrade then refer to each subsequent chapter.

Information about the following is included in this roadmap:

• Evaluating the Environment

• Planning the Upgrade

• Configuring the Environment

• Testing the Environment

• Implementing the Environment

The basic tasks for upgrading Siebel database environments, as shown in the following image, are as follows:

1. Upgrade infrastructure:

   • Check for applicable alerts or bulletins.

   • Check System Requirements and Supported Platforms on Oracle Technology Network.

   • Upgrade Siebel Servers and related Siebel software.

   • Upgrade RDBMS.

2. Perform pre-upgrade tasks:

   • Verify that there are no pending workflows.

   • Perform basic database preparation, including stopping Siebel Servers, and maintaining an active connection with Siebel Gateway Name Server.

3. Upgrade data and schema:

   • Back up the development database.

   • Install new version of Siebel Tools.

   • Rename the Siebel Repository.

   • Run the Database Configuration Wizard.

   • Run the Upgrade Wizard.

   • Back up the upgraded database.

4. Perform repository merge:

   • Use Siebel Tools to merge customizations in Prior Customer Repository into New Customer Repository.

   • Run postmerge utilities.

   • Back up the Siebel database.

   • Execute a Full Publish on the New Customer Repository.

5. Perform postmerge tasks:

   • Run the Database Configuration Wizard to upgrade previous database schema customizations.

6. Perform postupgrade tasks:

   • Review the user interface.

   • Perform postupgrade tasks on the database and file system.

   • Install new Siebel license keys for Siebel Business Applications.

7. Prepare for production upgrade:

   • Create a new SRF file in Siebel Tools.

     This step applies only for upgrades from version 7.5.3 to 8.1.

For a more detailed view of the upgrade steps for each Siebel database environment, see the following topics:

• Process of Upgrading a Siebel Development Environment

• Process of Upgrading a Siebel Test Environment

• Process of Tuning Siebel Upgrade Performance

• Process of Upgrading a Siebel Production Environment