Creating a New ODBC Data Source Before Upgrading Siebel Database

When you execute a migration installation for Siebel Enterprise Server (SES), the existing ODBC data source is migrated from the previous to the new Siebel CRM version. When an OS and/or hardware replacement is warranted before Siebel CRM installation, you must install the latest monthly updates into the newly installed environment. This scenario requires that a new ODBC data source be created manually, prior to running the database upgrade, since an ODBC data source has not been generated yet.

To create a new ODBC data source before upgrading Siebel Database

  1. On Windows, complete the following tasks detailed in Siebel Database Upgrade Guide:

    • Preparing Siebel Tools for Custom ODBC Data Source Names on Oracle Database

    • Preparing Siebel Tools for Custom ODBC Data Source Names for All Databases

  2. On UNIX/Linux, copy the templ_oracle.odbc.ini file located under the siebsrvr\sys directory and make the necessary changes.