Guidelines for Setting the Upgrade Ancestor Property

Upgrade Ancestor is a property that allows a copied object to include properties of the original object that Siebel CRM uses to define the copy. During an upgrade, Siebel CRM modifies the original object and the copied object. You can use the following object types with the Upgrade Ancestor property:

• Applets

• Business Components

• Reports

• Integration Objects

For example, assume you create a copy of the Account List applet, name it the Premium Account List Applet, and then set the Upgrade Ancestor property. The new applet might differ from the original applet because the new applet includes a search specification that Siebel CRM only displays in accounts that are considered premium accounts. In a subsequent release, Oracle might add a new predefined list column to the Account List applet. During an application upgrade, your Account List applet and the Premium Account List Applet retain the configuration modifications you made. These applets receive the new predefined list column added in the new version.

Use caution if you copy an object. For more information, see Guidelines for Reusing a Predefined Object.

Note the following factors if you use the Upgrade Ancestor property:

• If you copy an object, then Siebel Tools does not automatically define the Upgrade Ancestor property. You must define it manually.

• Creating a new object without defining the Upgrade Ancestor property could add to your upgrade effort because Siebel CRM does not upgrade a custom object. Siebel CRM copies it to the new repository, but without modifications.

• Creating a new copy of a business component or applet can result in a redundant configuration.

For more information, see Siebel Database Upgrade Guide.