1. Database Upgrade Guide
  2. Upgrade Planning Guidelines

Upgrade Planning Guidelines

Here are important guidelines to follow when planning an upgrade:

  1. Siebel CRM Monthly Update Guides and Known Issues on My Oracle Support (KB825124) might contain late-breaking information that this guide doesn't yet include.
  2. Platform, database, and other certifications for Siebel are found on My Oracle Support. For help searching for certifications, see How to Check the Certification Matrix in the New My Oracle Support Site (KB871388).

    , and other relevant documentation. Also

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

    In addition to this guide, see the Siebel Installation Guide on Oracle Help Center.

  4. 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.
  5. 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.