Siebel Database Upgrade Guide - Oracle 2016-06-20¢  Siebel Database Upgrade Guide Siebel Innovation

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  • Siebel Database Upgrade Guide

    Siebel Innovation Pack 2016, Rev. A June 2016

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  • Contents

    Siebel Database Upgrade Guide 1

    Chapter 1: What’s New in This Release

    Chapter 2: Overview of Siebel Database Environments Supported Upgrade Paths for Siebel CRM Version 16.0 17

    Terms Used in This Guide 21

    Naming Conventions Used in This Guide 21

    About File Paths and Commands in Siebel Database Upgrade Topics 22

    About Supported Siebel Upgrade Paths 24

    About Siebel Upgrade Environments 24

    Chapter 3: Siebel Database Upgrade Planning About Siebel Upgrade Planning Resources 29

    Guidelines for Planning Your Siebel Database Upgrade 32

    About Upgrading Your RDBMS in the Siebel Environment 35

    About Database Sort Order in the Siebel Environment 36

    About the Siebel Database Configuration Utilities 37

    About the Siebel Upgrade Wizard and Driver Files 43

    About Siebel Additive Schema Changes Mode 46

    About the Siebel Database Upgrade Log Files 48

    About the Siebel Case Insensitivity Wizard 50

    About the Siebel Repository Merge 51

    About Single-Step Repository Upgrade 56

    About Inheriting Upgrade Behavior in a Siebel Upgrade 57

    About the Siebel Postmerge Utilities 59

    About Tuning Siebel Production Upgrade Files 63

    Chapter 4: Application Planning for a Siebel Upgrade Upgrade Planning for Multilingual Siebel Deployments 69

    Siebel Database Upgrade Guide Siebel Innovation Pack 2016, Rev. A 3

  • Contents ■

    Upgrade Planning for Language String Migration 71

    Upgrade Planning for Siebel Unicode Support 71

    Upgrade Planning for Siebel RC4 or AES Encryption 73

    Upgrade Planning for Siebel Web Template Files and Style Sheets 73

    Upgrade Planning for Siebel Access Control 75

    Upgrade Planning for Migrating Siebel Address Data 75

    Upgrade Planning for Siebel Workflow Designer 76

    Upgrade Planning for Mobile Devices in the Siebel Environment 79

    Upgrade Planning for Resonate Central Dispatch in the Siebel Environment 80

    Upgrade Planning for Siebel String Translation 80

    Upgrade Planning for Siebel Personalization 81

    Upgrade Planning for Siebel Pricer and Order Management 81

    Chapter 5: Preparing for Siebel Database Upgrade Verifying Siebel Database Connectivity 83

    Preparing Siebel Tables and Views for Upgrade 83

    Preparing Siebel Custom Indexes for Upgrade 84

    Exporting Siebel Interface Table Data 85

    Archiving Unneeded Siebel Repositories 85

    Preserving Siebel Dock Objects and Visibility Rules 85

    Securing AIX Memory Allocation Segment Space for the Siebel Database 86

    Preparing for a Multilingual Upgrade 86

    Chapter 6: Preparing an IBM DB2 Database for a Siebel Upgrade

    Verifying the IBM DB2 Client for a Siebel Upgrade 89

    Verifying IBM DB2 Sort Order for a Siebel Upgrade 89

    Setting IBM DB2 Parameters for a Siebel Upgrade 90

    Verifying IBM DB2 Permissions for a Siebel Upgrade 92

    Verifying IBM DB2 Instance Owner Permissions for a Siebel Upgrade 92

    Creating IBM DB2 Temporary Tablespaces and Bufferpools for a Siebel Upgrade 92

    Analyzing IBM DB2 Custom Tablespace Requirements for a Siebel Upgrade 93

    Siebel Database Upgrade Guide Siebel Innovation Pack 2016, Rev. A4

  • Contents ■

    Verifying the IBM DB2 Application Development Client for a Siebel Upgrade 95

    Identifying IBM DB2 Long Columns for Truncation in a Siebel Upgrade 96

    Chapter 7: Preparing an Oracle Database for a Siebel Upgrade

    Verifying Oracle Database Sort Order for a Siebel Upgrade 99

    Setting Oracle Database Configuration Parameters for a Siebel Upgrade 99

    Verifying Oracle Database Parameters for Multiple Processors in a Siebel Upgrade 101

    Verifying the Oracle Database ODBC Definition for a Siebel Upgrade 101

    Chapter 8: Preparing a Microsoft SQL Server Database for a Siebel Upgrade

    Verifying Microsoft SQL Server Sort Order for a Siebel Upgrade 103

    Setting Microsoft SQL Server Temporary Space Size for a Siebel Upgrade 104

    Setting Microsoft SQL Server Configuration Parameters for a Siebel Upgrade 104

    Rebuilding Microsoft SQL Server Clustered Indexes for a Siebel Upgrade 105

    Chapter 9: Preparing Siebel Application Data for Upgrade Preparing Siebel Workflow Processes for Upgrade 107

    Preparing Siebel Customized Seed Data for Upgrade 108

    Migrating Siebel Household Data 109

    Preparing Siebel Mobile User Data for Upgrade 111

    Preparing Siebel Address Data for Upgrade 112

    Migrating Siebel Address Data from Custom Extension Columns 113

    Preparing Siebel Territory Management Rules for Upgrade 120

    Preparing Siebel Customizable Product Data for Upgrade 121

    Chapter 10: Upgrading the Siebel Database Example of a Siebel Development Environment Upgrade Flow 123

    Renaming the Siebel Repository 129

    Copying Ancestor Repositories 130

    Changing the Siebel Database Configuration Utilities Language 132

    Preparing to Run the Siebel Database Configuration Wizard 132

    Siebel Database Upgrade Guide Siebel Innovation Pack 2016, Rev. A 5

  • Contents ■

    Running the Siebel Database Configuration Wizard on Windows 136

    Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table on Windows 138

    Backing Up the S_LST_OF_VAL Table on Windows 138 Deactivating Records for Unshipped or Unwanted Languages on Windows 139 Importing Newly Created Records from the Data File on Windows 140

    Running the Siebel Database Conf

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