Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What's New in Siebel Anywhere Administration Guide, Siebel CRM 20.1 Update
• What's New in Siebel Anywhere Administration Guide, Siebel CRM 19.1 Update

2 Overview of Siebel Anywhere

• Overview of Siebel Anywhere
• Features and Benefits of Siebel Anywhere
• Roadmap for Using Siebel Anywhere
• About the Siebel Anywhere User Interface Features
  • Siebel Anywhere Screens and Views
  • Siebel Anywhere Wizards and Utilities
• About Siebel Anywhere File Attachments
• About Siebel Anywhere Version Settings
  • About Specifying a New Version Number for a Component
  • About Specifying the Versions That Can Use the Upgrade Kit
  • About Specifying Acceptable Version Ranges for Upgrade Components
  • About Storing Version Information
  • How Siebel Anywhere Component Versions Are Used
• Siebel Anywhere Terminology
  • Upgrade Kits
  • Upgrade Components
  • Upgrade Configurations
  • Siebel Anywhere Subscribers
• Siebel Anywhere Deployment Recommendations

3 Planning and Preparing to Use Siebel Anywhere

• Planning and Preparing to Use Siebel Anywhere
• Process of Planning and Preparing to Create Upgrade Kits
• Determining Your Upgrade Requirements
  • Identifying Software to Be Replaced or Added
  • Evaluating Siebel Anywhere as an Upgrade or Delivery Method
  • Identifying Computers and Users to Receive Upgrades
  • Identifying Configurations to Deliver Upgrade Components
  • Identifying Files to Include in Upgrade Kits
  • Determining Whether an Upgrade Kit Is Required or Optional
  • Determining Version-Setting Values
  • Other Preliminary Tasks for Upgrade Kits
  • Determining Required Upgrade Sequences
  • Planning Upgrade Test Details
• Modifying and Creating Siebel Anywhere Configurations
  • Adding Components to a Configuration
  • Removing Components from a Configuration
  • Creating a New Configuration
  • About Assigning Employees to a Configuration
  • Assigning Employees to a Configuration
  • Removing Employees from a Configuration
• Setting Up Custom Siebel Anywhere Upgrade Components
  • About Monitoring and Verifying Siebel Anywhere Version Numbers
  • Creating a Custom Component
• Verifying Client Connections to the Siebel File System
• Verifying the Availability of Siebel Anywhere
• Preparing Upgrade Kit Contents
  • Preparing Contents for a Siebel Upgrade Wizard Upgrade Kit
  • Preparing Contents for a Siebel Client Executables Upgrade Kit
  • About Reducing the Size of Siebel Client Executables Upgrade Kits
  • Preparing Contents for a Siebel Patchset Upgrade Kit
  • Preparing Contents for Runtime Repository or Third Party Software Upgrade Kits
• Creating a Delta Patch File
• Synchronizing Server Components

4 Defining Upgrade Kits

• Defining Upgrade Kits
• About Defining Upgrade Kits
• Running the Upgrade Kit Wizard
• Defining a Siebel Upgrade Wizard Upgrade Kit
• Defining a Siebel Configuration File (CFG) Upgrade Kit
• Defining a Siebel Database Schema Upgrade Kit
• Defining a Siebel Client Executables Upgrade Kit
• Roadmap for Distributing a Siebel Innovation Pack or Patchset Release
• Roadmap for Creating a Delta Installation Siebel Client Executables Upgrade Kit
• Defining a Siebel Patchset Upgrade Kit
• Defining a Siebel Repository Export Import Upgrade Kit
• Defining a Third Party Software Upgrade Kit
• Defining a Siebel Workspace Seed Import
• Defining a Siebel Client Customer Revisions Upgrade Kit
• Defining a Custom Component Upgrade Kit
• Viewing Upgrade Kit Properties
  • Properties of the Entire Upgrade Kit and Its Components
  • Properties of Upgrade Kit Items and Upgrade Kit Item Parameters
  • Example of Upgrade Kit Items and Upgrade Kit Item Parameters for Siebel Repository Export Import Component

5 Retrieving, Installing, and Testing Upgrade Kits

• Retrieving, Installing, and Testing Upgrade Kits
• Process of Retrieving, Installing, and Testing Upgrade Kits
• Retrieving and Installing Upgrade Kits
  • Retrieving Optional Upgrade Kits for Mobile Web Clients
  • Retrieving Optional Upgrade Kits for Developer Web Clients
  • Retrieving Required Upgrade Kits
• Starting the Upgrade Wizard
  • About Client Upgrade Error Recovery
• Retrieving Upgrade Kits for Siebel Regional Node Servers
  • Configuring Siebel Regional Node Servers Using the Server Manager GUI
  • Configuring Siebel Regional Node Servers Using the Server Manager Command Line
  • Manually Invoking the Upgrade Wizard on Windows
  • Manually Invoking the Upgrade Wizard on UNIX
• Testing Upgrade Kits
  • Using the Siebel Test Client Configuration for Testing
• Uninstalling a Delta Patch
  • Uninstalling a Delta Patch but Retaining Previous Releases

6 Activating, Applying, and Distributing Upgrade

• Activating, Applying, and Distributing Upgrade Kits
• Process of Completing Upgrade Kit Creation
• Activating an Upgrade Kit
• Controlling the Order of Upgrade Kit Installation
• Deactivating an Upgrade Kit
• Applying an Upgrade Kit
• Converting an Optional Upgrade Kit to a Required Upgrade Kit
• Distributing Upgrade Kits
  • Limiting the Distribution of an Upgrade Kit
  • Distributing Different CFG Files to Different Users
• Disabling Siebel Anywhere
  • Disabling Siebel Anywhere for Siebel Developer Web Clients
  • Disabling Siebel Anywhere for Siebel Mobile Web Clients

7 Performing Additional Siebel Anywhere Tasks

• Performing Additional Siebel Anywhere Tasks
• Distributing Additional Language Packs
• Example of Global Deployment with Siebel Anywhere
  • Assumptions for Global Deployment Example
  • Requirements for Global Deployment Example
  • Global Deployment Example Records
• Example of Creating Multiple Upgrade Kits of the Same Type
• Process of Updating the Siebel Database Schema
  • Review What Happens During a Siebel Database Schema Upgrade
  • Changing the Siebel Database Schema in a Development Environment
  • Moving Siebel Database Schema Changes Between Environments
  • Creating Upgrade Kits for Siebel Database Schema Changes
  • Preparing Mobile Web Clients for Siebel Database Schema Changes
  • Preparing Siebel Regional Node Servers for Siebel Database Schema Changes
  • Checking Siebel Regional Node Server Parameters Before a Siebel Database Schema Update
  • Setting Siebel Regional Node Server Parameters Before Distributing a Siebel Database Schema Update
  • Checking Server Parameters Using the Server Manager Command Line
  • Modifying Server Parameters Using the Server Manager Command Line
  • Installing Siebel Database Schema Changes on Mobile Web Clients
  • Installing Siebel Database Schema Changes on Siebel Regional Node Servers
• Deleting Old Upgrade Kits
• Testing the Consistency of Upgrade Kit Components
• Creating Upgrade Kits That Check DLL File Versions
• Example of Constructing a Third Party Software Upgrade Kit
  • Creating a Third Party - WinZip Upgrade Component
  • Defining a Third Party - WinZip Upgrade Kit

8 Troubleshooting for Siebel Anywhere

• Troubleshooting for Siebel Anywhere
• Upgrade Kit Wizard Error at Finish
• New Upgrade Kit Status: Request Submitted
  • Checking for Current Upgrade Kit Builder Activity
  • Checking the Status of Components Related to Upgrade Kits
  • Troubleshooting Server Request Processor Problems
• New Upgrade Kit Status: In Progress
• Unable to Download Upgrade Kit
• Required Upgrade Kit Cannot Be Installed
• Failed Upgrade Kit Locks the Siebel Administrator's Account
• Converting a Required Upgrade Kit to an Optional Upgrade Kit
• Changing Version Settings After Distribution