Process of Performing Incremental Upgrade of Siebel Database from Siebel CRM 8.1.1.x

To perform an incremental upgrade of the Siebel database from Siebel CRM 8.1.1.x, perform the following tasks:

1. Before You Begin.

2. Perform the following required tasks for the incremental repository upgrade.

   For information on completing these tasks, see the Incremental Repository Merge chapter in Siebel Database Upgrade Guide

   • Preparing Siebel Tools for ODBC data source names

   • Editing the Siebel Tools configuration file

   • Testing your Siebel Tools login

   • Setting a primary non-ENU language

   • Copying ancestor repositories.

3. Preparing to run the Siebel Database Configuration Wizard.

   Identify the information you must enter when running the Database Configuration utilities to perform the incremental repository upgrade. For information, see Information Required by the Database Configuration Wizard.

4. Upgrade the Siebel Database schema in the development environment by performing all of the tasks listed in the topic Upgrade Siebel Database Schema (upgrep).

   To upgrade the Siebel Database schema, you must run the Database Configuration Wizard upgrade option, Development environment: Upgrade Siebel Database Schema (upgrep), on two occasions, selecting each of the following upgrade processes in turn:

   1. zSeries Staging of Files for Upgrade

   2. zSeries Seed/Repository Upgrade

   Note: You do not need to perform the task to install new license keys. This step is not required when performing a 8.1.1.x upgrade to Siebel CRM 16.0 or later.

5. Performing the Incremental Repository Merge.

6. Review the Siebel Repository merge log files and resolve any errors, such as object property conflicts. If the incremental repository merge stops because of errors, resolve the errors then restart the merge.

   For information on these tasks, see the Incremental Repository Merge chapter in Siebel Database Upgrade Guide.

7. Upgrade the custom database schema in the development environment by performing all of the tasks in Upgrade Custom Database Schema (upgphys).

   To upgrade the custom Database schema, you must run the Database Configuration Wizard upgrade option, Development environment: Upgrade Custom Database Schema (upgphys).

8. Editing the Siebel Tools Configuration File After the Development Environment Merge.

9. Prepare for the production upgrade by performing the following tasks, if applicable:

   • About Moving the Customized Repository and Schema Definition Files.

   • Regenerating the Siebel Repository Definition Files.

10. Upgrade the Siebel Database schema in the production or production test environments by performing all of the tasks listed in the following topics:

    • (Production Test) Process of Upgrading a Production Test Environment

    • (Production) Process of Upgrading a Siebel Production Environment

    To upgrade the Siebel Database schema in either a production or production test environment, you must run the Database Configuration Wizard upgrade options:

    • Prepare for Production Upgrade

    • Upgrade Siebel Database Schema (upgrep + upgphys). Select the following upgrade processes, as applicable.

      • zSeries Staging of Files for Upgrade

      • zSeries Seed/Repository Upgrade