Siebel Database Upgrade Guide

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  • Siebel Database Upgrade Guide

    Siebel Innovation Pack 2013Version 8.1/8.2, Rev. ADecember 2013

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  • Contents

    Siebel Database Upgrade Guide 1

    Chapter 1: Whats New in This Release

    Chapter 2: Overview of Siebel Database EnvironmentsSupported Upgrade Paths for Siebel CRM Version 8.1.1.x 14

    Supported Upgrade Paths for Siebel CRM Version 8.2.2.x 16

    Terms Used in This Guide 17

    Naming Conventions Used in This Guide 18

    About File Paths and Commands in Siebel Database Upgrade Topics 19

    About Supported Siebel Upgrade Paths 21

    About Siebel Upgrade Environments 21

    Chapter 3: Siebel Database Upgrade PlanningAbout Siebel Upgrade Planning Resources 27

    Guidelines for Planning Your Siebel Database Upgrade 29

    About Upgrading Your RDBMS in the Siebel Environment 33

    About Database Sort Order in the Siebel Environment 34

    About the Siebel Database Configuration Utilities 35

    About the Siebel Upgrade Wizard and Driver Files 41

    About Siebel Additive Schema Changes Mode 44

    About the Siebel Database Upgrade Log Files 46

    About the Siebel Case Insensitivity Wizard 48

    About the Siebel Repository Merge 49

    About Single Step Repository Upgrade 53

    About Inheriting Upgrade Behavior in a Siebel Upgrade 54

    About the Siebel Postmerge Utilities 57

    About Tuning Siebel Production Upgrade Files 60

    Siebel Database Upgrade Guide Version 8.1/8.2, Rev. A 3

  • Contents

    Chapter 4: Application Planning for a Siebel UpgradeUpgrade Planning for Multilingual Siebel Deployments 67

    Upgrade Planning for Language String Migration 69

    Upgrade Planning for Siebel Unicode Support 69

    Upgrade Planning for Siebel RC2 or AES Encryption 71

    Upgrade Planning for Siebel Web Template Files and Style Sheet 71

    Upgrade Planning for Siebel Access Control 73

    Upgrade Planning for Migrating Siebel Address Data 73

    Upgrade Planning for Siebel Workflow Designer 74

    Upgrade Planning for Handheld Devices in the Siebel Environment 78

    Upgrade Planning for Resonate Central Dispatch in the Siebel Environment 79

    Upgrade Planning for Siebel String Translation 79

    Upgrade Planning for Siebel Configurator 80

    Upgrade Planning for Siebel Personalization 80

    Upgrade Planning for Siebel Pricer and Order Management 81

    Chapter 5: Preparing for Siebel Database UpgradeVerifying 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

    Siebel Database Upgrade Guide Version 8.1/8.2, Rev. A4

  • Contents

    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

    Verifying the DB2 Application Development Client for a Siebel Upgrade 95

    Identifying IBM DB2 Long Columns for Truncation in a Siebel Upgrade 95

    Chapter 7: Preparing an Oracle Database for a Siebel Upgrade

    Verifying Oracle Database Sort Order for a Siebel Upgrade 97

    Setting Oracle Database Configuration Parameters for a Siebel Upgrade 97

    Verifying Oracle Database Parameters for Multiple CPUs in a Siebel Upgrade 99

    Verifying the Oracle Database ODBC Definition for a Siebel Upgrade 99

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

    Verifying Microsoft SQL Server Sort Order for a Siebel Upgrade 101

    Setting Microsoft SQL Server Temporary Space Size for a Siebel Upgrade 102

    Setting Microsoft SQL Server Configuration Parameters for a Siebel Upgrade 102

    Rebuilding Microsoft SQL Server Clustered Indexes for a Siebel Upgrade 103

    Chapter 9: Preparing Siebel Application Data for UpgradePreparing Siebel Workflow Processes for Upgrade 105

    Preparing Siebel Customized Seed Data for Upgrade 105

    Migrating Siebel Household Data 107

    Preparing Siebel Mobile User Data for Upgrade 109

    Preparing Siebel Address Data for Upgrade 110

    Migrating Siebel Address Data from Custom Extension Columns 111

    Preparing Siebel Territory Management Rules for Upgrade 118

    Preparing Siebel Customizable Product Data for Upgrade 119

    Chapter 10: Upgrading the Siebel DatabaseExample of a Siebel Development Environment Upgrade Flow 121

    Renaming the Siebel Repository 127

    Copying Ancestor Repositories 128

    Siebel Database Upgrade Guide Version 8.1/8.2, Rev. A 5

  • Contents

    Changing the Siebel Database Configuration Utilities Language 129

    Preparing to Run the Siebel Database Configuration Wizard 129

    Running the Siebel Database Configuration Wizard Under Windows 133

    Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table Under Windows 135

    Backing Up the S_LST_OF_VAL Table Under Windows 135Deactivating Records for Unshipped or Unwanted Languages Under Windows 136Importing Newly Created Records from the Data File Under Windows 137

    Running the Siebel Database Configuration Wizard Under UNIX 137

    Process of Deleting Unshipped Languages from the S_LST_OF_VAL Table Under UNIX 139

    Backing Up the S_LST_OF_VAL Table Under UNIX 140Deactivating Records for Unshipped or Unwanted Languages Under UNIX 140Importing Newly Created Records from the Data File Under UNIX 141

    Starting the Siebel Upgrade Wizard 142

    Moving the Siebel R

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