Upgrade the Servers

Verify that you've identified all the Siebel releases that are required for the upgrade. Along with the current release, also install the latest Siebel CRM monthly update.

For more information on server upgrade and installation, see the Siebel Installation Guide. You can find platform, database, and other certifications for Siebel on My Oracle Support. For help searching for certifications, see How to Check the Certification Matrix in the New My Oracle Support Site (KB871388).

Caution: Do not install a new Siebel database as part of upgrading the Siebel Enterprise.

To perform the following steps, see the Siebel Installation Guide.

  1. Upgrade the Siebel Gateway, Siebel Servers, and Siebel Application Interface.

    For information on installing these Siebel Enterprise components, see the Siebel Installation Guide. The modules named are for the current release.

  2. Choose the option to install the Siebel Database Configuration Utilities along with the Siebel Gateway and Siebel Server.

  3. Install language packs for your currently deployed languages and any new languages.

  4. If you've customized the configuration of Enterprise components, such as Siebel Servers, then you can run a script to migrate configuration parameters to the upgraded Siebel Enterprise. (Do not perform this step for a migration installation, which is described in the Siebel Installation Guide.)

  5. If you're upgrading to Siebel CRM versions 8.1 or 8.2, then copy the ancestor repositories. In Siebel CRM versions 8.1 and 8.2, the ancestor repository files are located in an Ancestor Repositories media directory that you access from Oracle Software Delivery Cloud. For more information, see Preparing for the Repository Merge.