1. Database Upgrade Guide
  2. Supported Upgrade Paths for Siebel CRM

Supported Upgrade Paths for Siebel CRM

The repository for the current release of Siebel CRM is SIA. Two types of optional repositories are offered while running Siebel CRM installer:

  1. Master Repository. This is required for the following situations:

    1. You are upgrading from a pre-Siebel CRM 17.0 release.

    2. You are creating a new Siebel CRM database instance.

  2. Ancestor Repositories. These are required if you are upgrading from a pre-Siebel CRM 17.0 release.

Review the information in the following table to determine if you need either of these repositories, and to ensure that they are available. If these repository options were not selected during installation, re-run the installer and add as needed. For more information, see About Siebel Repositories and Siebel Installation Guide for the operating system you are using.

Note: If there is a large backlog of Siebel Remote transactions in .dx files that have not been synced, then this will negatively impact the installation of monthly updates since these files will need to be copied to the backlog folder for the previous version.

Current Version

Target Upgrade Update

Upgrade Approach

Upgrade Tasks

Siebel CRM version 7.5.3 through version 7.7.2 (SEA or SIA repository)

Latest Siebel CRM Monthly Update

The upgrade approach is:

  • New installation of the latest Siebel CRM Monthly Update.

  • Two-step repository upgrade.

Perform the following two-step repository upgrade:

  • Upgrade to Siebel CRM version 8.1.1 (SEA or SIA repository).

  • Upgrade to the latest Siebel CRM Monthly Update using the Incremental Repository Merge process.

For more information, see Performing a Siebel Incremental Repository Merge.

The current Siebel CRM version is one of the following:

  • 7.8.2 (SEA or SIA repository)

  • 8.0 (SEA or SIA repository)

  • 8.1.1.0 through version 8.1.1.7 (SEA repository)

  • 8.2 (SIA repository)

  • 8.2.1 (SIA repository)

Latest Siebel CRM Monthly Update

The upgrade approach is:

  • New installation of the latest Siebel CRM Monthly Update.

  • Single-step repository upgrade.

Perform the following upgrade tasks:

  • Run the latest Siebel CRM Monthly Update installer to lay down the binary files.

  • Perform a Siebel Database Upgrade directly to the latest Siebel CRM Monthly Update version.

    Note: There is no need for any intermediary steps, such as, installation of or upgrade to Siebel CRM 17.0.

The New Customer Repository, generated through a three-way repository merge, contains all of the update content from the latest Siebel CRM Monthly Update. For more information about repository merge, see Performing the Siebel Repository Merge.

The current Siebel CRM version is one of the following:

  • 8.1.1.0 through version 8.1.1.14 (SIA repository)

  • 8.2.2.0 through version 8.2.2.14 (SIA repository)

  • 15.0 through version 15.4

  • 15.5 and later patchsets

  • 16.0 and later patchsets of version 16.0

Latest Siebel CRM Monthly Update

The upgrade approach is:

  • Migration installation of the latest Siebel CRM Monthly Update.

  • Incremental repository merge.

Perform the following upgrade tasks:

  • Run the latest Siebel CRM Monthly Update installer to lay down the binary files.

  • Perform an Incremental Merge directly to the latest Siebel CRM Monthly Update version.

For more information, see Performing a Siebel Incremental Repository Merge.

Siebel CRM version 17.0 or later

Latest Siebel CRM Monthly Update

Not applicable.

Neither an Upgrade nor Incremental merge are required when applying a Monthly Update on any post-17.0 version.

For more information on installing Monthly Updates, see the Installation Guide for the operating system you are using.
Note: After installing the Siebel CRM software for the current release any passwords stored in the Siebel Gateway that were previously encrypted using RC4 encryption are reset automatically. In the current release, such passwords are encrypted using Advanced Encryption Standard (AES). For more information about re-encrypting passwords, see the Siebel Security Guide.