Defining a Siebel Upgrade Wizard Upgrade Kit

This topic provides specific instructions for defining a Siebel Upgrade Wizard upgrade kit using the Upgrade Kit Wizard. Upgrade kits of this type are used to upgrade the Upgrade Wizard as part of a Siebel CRM release.

Caution: When a Siebel CRM release includes an update to the Upgrade Wizard, upgrade tasks must be performed in the following order to accomplish upgrades correctly. First, install any necessary Siebel CRM software for the Siebel Gateway and Siebel Server, for Siebel Innovation Pack 2017. Otherwise, version numbering for subsequent upgrade tasks might be incorrect. After performing Siebel Server installations, complete the upgrade to the Upgrade Wizard for each client before you upgrade any other software components for the client. This allows the latest version of the Upgrade Wizard to be used to accomplish the upgrades of other components.

To define a Siebel Upgrade Wizard upgrade kit

Gather the information and files you will need, as described in Planning and Preparing to Use Siebel Anywhere.
Start the Upgrade Kit Wizard, as described in Running the Upgrade Kit Wizard.
Use the information you have gathered in the previous step to respond to the prompts in the Upgrade Kit Wizard.
Note: The Minimum Old Version and Maximum Old Version settings are automatically set to NULL for history-independent component types, including Siebel Upgrade Wizard, indicating that there are no prerequisite versions required for using the upgrade kit. The value for New Version is also automatically supplied for Siebel Upgrade Wizard upgrade kits.
When you have finished specifying data about the upgrade kit you are defining, click Finish to pass the request to the Upgrade Kit Builder server component and to exit from the Upgrade Kit Wizard.
A new row for the new upgrade kit appears in the Upgrade Kits list, with Status set to Request Submitted. For more information about the upgrade kit information available in this list and other lists, see Viewing Upgrade Kit Properties.
After you define your upgrade kit, you must proceed to activate, apply, and distribute it. For more information about these tasks, see Activating, Applying, and Distributing Upgrade Kits .

The following information is presented in approximately the sequence used by the Upgrade Kit Wizard.

Wizard Element	Element Type	Comments
Upgrade Component	Drop-down list	The name of the component the upgrade kit will install or upgrade. Select Siebel Upgrade Wizard.
UNC Path for File Folder	Text field	The Universal Naming Convention (UNC) path to the directory that contains the siebupg.exe file and its accompanying DLL files for the upgrade. Identify a network-accessible location.
New Version	Text field	The version number that the component being upgraded will have after the upgrade kit is installed. The default value is 1 greater than the current version for the component to be upgraded. For more information about choosing version values, see Determining Version-Setting Values.
Activate Upgrade Kit	Check box	When this check box is selected, the files to be included in the upgrade kit will be compressed into a single archive on the Siebel File System automatically. You can also perform activation manually, as described in Activating, Applying, and Distributing Upgrade Kits . For most upgrade kits, it is recommended that you select this check box. However, if you are creating an upgrade kit that is dependent on another upgrade kit, then clear this check box. For more information about working with dependent upgrade kits, see Controlling the Order of Upgrade Kit Installation.
Upgrade Kit Title	Text field	An identifier for the upgrade kit. The default value is the value of Upgrade Component Name followed by a space and the value of New Version. However, you can modify the title while defining the upgrade kit. After the upgrade kit is defined, the title appears in the Name field of the Upgrade Kits list.
Description	Text field	This field is available for comments about the upgrade kit. Comments entered here are displayed in the Upgrade Kits list.