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Siebel – Upgrade Process – Part I

If you have reached here, I assume you have already been through the Siebel Upgrade Assessment, and Planning steps.
Siebel – Why Upgrade? – Part I
Siebel – Why Upgrade? – Part II
Siebel – Upgrade Roadmap – Part I
Siebel – Upgrade Roadmap – Part II

Next step is to run the Upgrade.

Step 1: Upgrade you IT Infrastructure
Your IT Support Partner suggests upgrading to the latest version owing to the plethora of new functionality supported by it. Question: Have you discussed the expected increase on loading of your existing IT Infrastructure correspondingly?

Check out the minimum System Requirements Suggested by Oracle for the new Siebel Version that you are upgrading to. Don’t be afraid to factor in something extra. They are only the MINIMUM set of requirements, not the ideal ones!

After upgrading the Hardware, Upgrade the Siebel Enterprise Server to the new release. In the process, it also generates some files relevant in future steps of the Upgrade.

Step 2: Perform Pre-Upgrade Tasks
Prepare the Siebel Database for upgrade. Includes closing all Database Connections, Clearing pending Workflow Tasks, Disabling Custom Triggers, among others.

Step 3: Prepare Application Data
Prepare some Test Data for Migration. It is always smart to use only a small subset covering all major functionalities rather than the humongous Database that most organizations house today. You would obviously need to run the various tasks many a times over during the Upgrade, trying hit and trial in many of the cases. Time is precious. Save it!

Step 4: Siebel Database Upgrade (Upgrep)
Database Configuration Utility is one of the Best friends a Siebel Admin can have. Run it in the “Upgrep” mode. This performs a basic Upgrade of the Siebel Database Schema. Also, it loads the repositories to prepare for Repository Merge.

Stay tuned for the next part in the series..

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