Upgrade Planning Guidelines

Here are important guidelines to follow when planning an upgrade:

  1. Review the Certifications tab on My Oracle Support, Siebel Release Notes on My Oracle Support, Siebel Installation Guide, and other relevant documentation. Also review the content of this guide, Siebel Database Upgrade Guide.

  2. Gather all relevant documentation that describes the current implementation, for example, requirements documents, design documents, and architecture context diagrams.

  3. Implement a change management program. For example, communicate rollout dates to users, schedule training, allow adequate time for users to adjust to the enhancements, and provide a process for end users to provide feedback to the project team.

  4. User adoption is critical to a successful upgrade. Provide access to a test environment that allows users to become familiar with the new version of the application, and provide end-user training on the upgraded application.