Upgrade to Siebel 8 - Oracle | Integrated Cloud … P A Leaper, Dipock Das, Jack van Dijk Subject Whats new in Siebel 8 Technology Created Date

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Agenda

Business• Siebel 8 New Features

Technical• The Siebel Upgrade Approach

• The Siebel Upgrade Process• Upgrading the Database• Upgrading the User Interface• Utilities, Tools and Services to Aid in Upgrade• Phased Upgrade Supported by BPEL and ESB

• Level of Effort

• Implementation Plan


Siebel 8 New Features


Strongest Investment in R&D

• 20 enhanced modules• 113 new features • 72 enhancements• 9,000 person days invested• More than 3 million lines of code

Siebel 8Siebel 8


New & Enhanced Siebel 8 FeaturesSales

–Improved global accounts UI–Enhanced forecasting–Enhanced reporting and search

Marketing–Enhanced lead management–Enhanced email & Web marketing–Enhanced campaign & dialogue mgmt.

Self-Service–Improved registration & user management–Enhanced service request management–Comprehensive knowledge management

Loyalty–Enhanced accrual management–Improved employee-corporate joint rewards–Enhanced partner management

E-Commerce–Context-aware navigation–Centralized sales product catalog &

comprehensive knowledge management–Integration with Real Time Decisioning Partner Relationship Management–Deal registration–Special pricing authorization–Enhanced partner visibility

Customer Order Management–Product configurator sequencing–Dynamic pricing enablement–Comprehensive deal managementCommunications, Media & Energy–Location-based product eligibility–New guided flows for service activation–Enhanced billing preferences flexibilityFinancial Services–New product group visibilityLife Sciences–Enhanced sample compliance & accountability–Personalized Content Delivery (PCD)Public Sector–Enhanced self-service forms administration–Improved verification templates–Enhanced benefits managementCross-Application–New BI Publisher–Enhanced data management & data quality–Improved & highly integrated Chat feature–Increased language support for WW deployments

(official language packs for Polish & Russian)

Note: This is a partial list of new and enhanced Siebel 8 features


ExceptionalUsability

SuperiorOwnershipExperience

Exceptional Responsiveness

• Flexible, Complex Tasks• Fully-integrated Enterprise

Search

• Business Process Agility• Real Time Intelligence

• Choice of Deployment Options• Management of deployment • Systems management

diagnostics • Open, SOA-based CRM

Key design points of Siebel 8 Consistent focus on Quality and Value

Superior Ownership Experience


Siebel 8 Applications Technical Enhancements

• Usability

– Task Based User interface, Google-like Search, Audit, Performance

• Development

– Task based UI, Rules engine, ECMA compliant Java Scripting, Test Automation and Test Express

• Deployment

– Platform, Package, Deploy, Activate, Recover, Multi-server installation, Multi-server Quick Fixes & Fix Packs installation

• Operation

– Dynamic parameter configuration, Operational Diagnostics, Multi-lingual upgrade & 390 in place upgrade, Simplified Exchange Integration for SMB


Making CRM easy to useSiebel 8 Task-Based User Interface

• Screens Guide users through a task

– Rich declarative-based logic• Decision logic, Branching,

Validation• Integration to external data or

logic• Pause Tasks, Long lived Tasks• Managed units of work

– Efficient data management• Data not committed until task is

complete• Task must complete

successfully or be completely rolled back

– Available for mobile or connected users


Task Pane shows the series of

steps that are required to complete

a task

Task Pane shows the series of

steps that are required to complete

a task

The applets you design are focussed to show or capture only the essential information that you need to complete the

task. Mandatory fields are highlighted.

The applets you design are focussed to show or capture only the essential information that you need to complete the

task. Mandatory fields are highlighted.

Users can step through

the task using a

simple set of buttons

Users can step through

the task using a

simple set of buttons


Increasing User effectivenessSiebel 8 Search and Query

• Enhanced “Google-like” Search– SOA based integration with FAST

and Oracle SES engines– SOA infrastructure allows other

Search engines to be “plugged in”with ease

– Visibility rules applied to search criteria so users only see results that they are entitled to see

• Case/accent-insensitive Queries– Enter query without case sensitivity– John Smith, john smith, John smith


Making CRM accessible everywhere Siebel 8 Enhancements for Mobile Users

• Greater Support– Windows Mobile 5– Ink controls and field formatting on

Tablet PC• Improved performance

– Improved sync performance with adaptive routing

– Increased the transaction logging limit

• Enhanced Manageability– Move mobile users between

servers without re-extraction– Partitioned file systems– Allow replay of skipped

transactions• Enhancement Security

– Allow replication of Encrypted fields

– Full Audit trail support


Making CRM accessible everywhere Siebel 8 Enhancements for Handheld & Wireless Users

• Greater Support– Nokia Series 40 and 60 Browsers– Openwave Mobile 6.1 and above– MS PocketPC 2003 & Windows

Mobile 5• Improved Usability

– Threadbar, multi-column UI, icon links, context information in header, better layout

• Improved Synchronisation– Security Enhancements– Attachment Support– Batch Sync Support– Version Independent Sync

• Extended Configuration capabilities– Easy to integrate with any 3rd

party product e.g. MAPI and email


Leveraging the DesktopSiebel 8 Office Integration

• Microsoft Outlook– Siebel Server Sync for Exchange

Server– Siebel Client Sync

• Microsoft Word– Document Generation– Proposal Generation– Correspondence

• Microsoft Excel– Report Generation & Analysis– Siebel Analytics Reports

• Microsoft Sharepoint– Service based collaboration


Leveraging the DesktopSiebel 8 Office Enhancements

• Microsoft Outlook (Email)– Associate calendar items with CRM entities

(Contacts, Accounts, Opportunities, Service Requests)

– Customization framework available for additional CRM objects

– Available for both Mobile and Connected users

• Microsoft Word and Microsoft Excel– Word users can access Siebel data through

WS– Excel users can access Siebel data and

Analyze– Siebel Toolbar plug-in added to Word and

Excel• Microsoft Sharepoint (Collaboration)

– Presence Indication - Integration with LCS– Support for Windows Sharepoint Services– Better Team Site Support

• Increased Coverage for Additional CRM Objects• Auto archival of Team sites (Rule-based configuration

for archival)

Siebel 8.0 CRM OnDemand

Web services





• Usability


• Development


• Deployment


• Operation



11 Years of metadata based developmentProven to minimize time, risk, configuration costs

• One development environment• Rapid learning curve• Metadata abstracts user from having to

know HTML, SQL• No modification of SQL or source code• Team-based distributed development

• UI Components• Internal Objects• Database Schema• Integration Objects

•All Application Objects

RepositorySiebel Tools

Application Execution

Business Object Business Object and Servicesand Services

User InterfaceUser Interface

Opportunity

Activity ProductContact

Data ObjectsData Objects EAIEAI

SiebelSiebel

External Data Sources

Other Applications


Designing Process flows in metadataDriving down the cost of development and operation

• Reduced Configuration costs – Drag and drop designer enables

rapid process definition and task change

– Task flows defined as meta data– No scripting required

• Reduced downtime – Changes are pushed to runtime

environment with no downtime• Reduced upgrade costs

– Replaces scripts with declarative flows

• Faster and cheaper to change– Business more responsive to

changing requirements


Writing business logic is costlyTraditional approaches fail

• Business Rules to Code barrier– Operational rules are expressed

in many formats with many sources

– Understood by business user• Business Logic fails

– Typically encoded in compiled logic – breakdown between user and developer

– Cannot be changed easily– Costly to change

• IT project failures– 30% IT projects cancelled– 52% will cost 189% of their

original estimates (Standish Group)


Declarative approach to business rulesSiebel 8 Business Rules

• Natural Language– Easily understood by business user– Can be authored by business user

• Declarative– Metadata based means that the

rules are easy to change and easy to update

– Replaces traditional script with efficient rules making the business logic easy to upgrade

Script Implementation

Rules implementation


Runtime deployment model

• Uses HaleyAuthority as the authoring tool for rules. Natural English language.• HaleyAuthority Imports Siebel metadata definitions• HaleyAuthority generates code and associates with Siebel Application server• Haley Inference engine for runtime integration with Siebel

Object definition

Siebel Repository

Infe

renc

e En

gine

Deploy

EAIEAI

Siebel Application Server

Business Business Logic Logic LayerLayer

Data LayerData Layer

ProxyProxyServiceService

UI LayerUI Layer


fix

Improving developer ProductivityCutting Code to test time with Siebel 8 “Fix and Go”

• New “Fix and Go”– Developer can make changes to script

without having to compile– Developer does not have to shut down

or restart the client– Changes take effect immediately in the

Siebel client • Benefits

– Joint work with IBM identified a 3 hour per day per developer saving in time

– At today’s rates that’s about $600 per developer per day

View in client


Investing in QualityDriving down the cost of Testing

• Siebel 8 Test Automation– Improves test coverage and ensures all

tests are executed– Cuts testing costs, less resource intensive– Drive continuous quality improvement

through frequent testing by development and QA organisations

– Works with all Siebel client types

• Reduced Cost of Script maintenance– Pre-built scripts cut authoring time– Integration between test product and

Siebel Repository cut Script maintenance time

• Integration with Leading Products– Compuware QACenter– Empirix eLoad– IBM Rational Functional Tester– HP Mercury TestSuite




• Usability


• Development


• Deployment


• Operation



Continued Commitment to ChoiceSiebel 8 Supported Platforms

• Database Management System– IBM DB2 UDB ESE 8.2/9– IBM DB2 for z/OS 8– IBM DB2 Connect 8.2/9– MS SQL Server 2005– Oracle 10g R2 Enterprise Server

• Siebel Enterprise Server OS– MS 2003 Server (IA32) R2 – HP-UX 11i 11.23 IPF– IBM AIX 5L 5.3 – Sun Solaris 10 (32 and 64 bit) – Red Hat Enterprise Linux 4.0 on IA32– SuSe Linux 9.0 on IA32– Solaris 10/x86 (web tier only)

• J2EE App Servers– IBM WebSphere Application Server 6.0 – BEA WebLogic Application Server 9.0– Oracle 10.1.3 SOA

• Web Server– HP Apache Web Server Suite 2.0.3– IBM HTTP Server 2.0 on AIX 5.3– Microsoft IIS 6.0– SuSe Apache Web Server 2.0 – Red Hat Strong Hold Web Server 2.0 – Sun ONE Web Server EE 6.1 SP 4

(SPARC & IA32)– Oracle HTTP 1.4 Web Server

• High Interactive Client – IE 6.0 browser – IE 7.0 browser– Tested on Windows 2000 SP 4, Windows

XP Professional SP2,Windows XP Tablet PC Edition

• Standard Interactive Client – Any browser compliant with HTTP 1.1,

HTML 4.0, JavaScript 4.1 – Tested on Win2003, Windows XP, Solaris

10, Macintosh OS X 10.3, SuSe Linux SuSe

New platforms or versions are in RED


Delivering more choice in deploymentSiebel 8 commitment to driving down costs

• Committed to Linux• 2 year development• Available on

– Redhat 4– SUSE 9

• All tiers supported– Standard Interactive

Client– Web Server– Application Server– Database Server


Continued Heterogeneous SupportIBM and Microsoft Environments

• Updated support for – IBM DB2/UDB and DB2/zSeries– Microsoft SQL Server– IBM Websphere Application Server – IBM Websphere Portal Server

• Upcoming support (in testing right now)– Microsoft IE7 (Siebel 7.5/7.7/7.8/8)– Microsoft Vista– Microsoft Office 12


Cutting the cost of Deployment Siebel 8 ADM

• Application Deployment Management– the business process to manage the task of moving

development to production– Closes the loop for Siebel Application management

• Many customers have built their own deployment tools– Costly to build and maintain– Based on our initial research, this involved teams of up to 5 FTE

RecoverBackup and Restore for all items affected on target system

PackageCreate deployment packages from database and repository objects

Deploy ActivateValidation registry, profile, package and target systemonline activation, staged server deployment

By category, server, step,Cancel, restart, status and history




• Usability


• Development


• Deployment


• Operation



Faster incident resolutionEngineered into Oracle Siebel CRM

• Precise Instrumentation– ARM 2.0 instrumentation

standard – Embedded diagnostic

infrastructures within Siebel CRM Applications

• End-to-end tracing– application tracing and activity

correlation across technology boundaries

• Automated fault context collection

– Flight Data recorder (FDR) captures data at point of failure


Faster Incident Resolution Siebel 8 Diagnostics

• Server Performance– access to Response time, CPU

usage and memory data for selected server components

• User Performance– access various server performance

data for requests that were initiated by a specific user

• Event Log Analysis– diagnose and identify cause of a

user session problem– access user session data – log and

error details for specific user sessions.


Service Oriented ArchitectureSiebel 8 SOA enabled business logic

Excel & MS Word Mail merge (Web, Mobile Client)(Email) Outlook Integration

Microsoft OfficeMicrosoft Office

Partner Registration, Locator, AlertPartnersPartnersCase Serialization & Status MgmtPublic SectorPublic SectorPromotional Compliance, Customer Interaction MonitorLife SciencesLife Sciences

Create, Read, Update, Delete Service RequestsAsset, Warranty Registration, Entitlement Checks, Self-Scheduling, Activity Planning

ServiceService

Search & Select from Product Catalogue, with item configuration, pricing, promotionsAsset-Based Orders management (item configuration, pricing, promotions)

Order Order CaptureCapture

Offer page displayEvent registration & management

MarketingMarketing


Service Oriented ArchitectureInfrastructure Enhancements for SOA

• Session Multiplexing for Web Services– reduce Memory consumption in the server– Ideal for Batch based web service transactions

• Access Control on Web Services – Standard Access control pattern

• The position and responsibility of the user determines the access the user has to Web Services

• Access control also constrains data retrieved by the Web Service• Full Audit on Web services

• Large file attachment support– Stream processing of large file attachments as well as large XML

documents used in web service runtime to greatly reduce the memory consumption


Service Oriented Architecture Siebel infrastructure and tooling enhancements

• Web Service Wizard– Prior to Siebel 8, this was a two-step, clunky process– Makes web service creation based on BS/WF easier by combining

everything in one step• Property set hierarchy input/output support

– for BS/WF based web services– New converter service methods to support property set to Integration

Object Hierarchy conversion and vice versa • Integration Object Definition Wizard

– Takes an IO as a skeleton and completes the definition (e.g. adding xml tags, ordering, etc.) to be used for describing property sets


The Siebel Upgrade Approach


The Siebel Upgrade Approach

• Merge all existing Siebel customers configuration changes with new functions and features:

– Reports any conflicts in an easy to address, managed process– Merges at a component attribute level enabling full transparency across

old and new capabilities• Upgrades Siebel configurations to provide support for new

technologies and infrastructures:– Win32 application user interfaces to web compatible– Business functionality to Web Services Enablement– Mobile device support

• Supports multiple releases - upgrade from any version to the current

• Used for enhancing the Siebel infrastructure with minimum downtime to business

• Customer proven since 1997


Siebel Upgrade

• The Siebel Upgrade Process• Upgrading the Database• Upgrading the User Interface• Utilities, Tools and Services to Aid in Upgrade


Siebel Upgrade – Market Leading Capabilities

Upgrade DataUpgrade Data Upgrade ConfigurationUpgrade Configuration Upgrade PlatformUpgrade Platform

• Migrates customer data to new schema

• Merge configuration changes with new functions/features

• Automated adaptation of client to support new platform

Siebel 6.xSiebel 6.x

Siebel 7.7/8Siebel 7.7/8

• Migrates Data, Configuration, and Client Platform


Siebel Database Upgrade Wizard

• Automatically migrates customers existing data

• Performs:– Schema/Data upgrade– Repository import and

preparation– Seed data import

• Wizard interface enables data upgrade to be:

– Less error-prone– Re-startable– Customized for your upgrade

path and database platform


Siebel Application Upgrade

• Preserves prior customization investments• Automated upgrade process

– Migrates customizations– Supports multiple releases– Proven through thousands of upgrades

• Patented Siebel only Technology


What is the Upgrade Process?Upgrade the Upgrade the InfrastructureInfrastructure

PrePre--UpgradeUpgradeTasksTasks

UpgradeUpgradeTasksTasks

Post UpgradePost UpgradeTasksTasks

Install SiebelInstall SiebelSoftwareSoftware

Upgrade 3rdUpgrade 3rdParty Party

SoftwareSoftware

UpgradeUpgradeRDBMSRDBMS

Prepare Prepare ApplicationApplication

DataData

UpgradedUpgradedDatabaseDatabase

Prepare for Prepare for Repository Repository

MergeMerge

Merge Merge RepositoryRepository

Migrate to Migrate to WebWebClientClient

Upgrade Upgrade Custom DBCustom DB

SchemaSchema

Set upSet upEnvironmentEnvironment

Application Application Administration Administration

TasksTasks

ApplicationApplicationConfigurationConfiguration

TasksTasks

Test theTest theSystemSystem

Development Env Only

Development Env Only

6.xDevelopmentEnv Only


Siebel Upgrade



Improved Database Upgrade Performance

• A set of build time and run time components which allow for definition, configuration and deployment of upgrades from prior Siebel Releases to the currently installed Siebel Release ( includes Support for Development and Production Upgrades)

• Support for Integration external callable programs

Database Config UtilityUpgrade

Wizard

HQ Database

Master/DriverFiles

SQL Generator

Supporting Files

Log Parse

Upgrade Tuner

Logs

Assembler

Run Time Build Time

SQL


Improved Database Upgrade Perf (cont)

• Run time generation of upgrade scripts with SQL Generator– Improved quality of bug fixing– In-line translation of scripts for other supported languages– Support Unicode to Unicode upgrades– Simplify the build-time process of generating all types of scripts for

DB2/390


Database Upgrade Tuner

• Function– Facilitate customer tuning production upgrade scripts– User Interface to run table/index creation in parallel and switch off zero-

row SQL• Installation Considerations

– Installed automatically with Siebel Tools (under \Siebel_Root\Tools\bin) and Siebel Server (under \Siebel_Root\Siebsrvr\bin) for Windows

• Prerequisite Steps– Must have run Log Parser prior to launching the Upgrade Tuner

• Usage of the Utility– Launch “upgtuner.exe” under \Siebel_Root\Tools\bin or

\Siebel_Root\Siebsrvr\bin


Database Upgrade Tuner (2)Parallelize Table Creation Parallelize Table Creation and Index Creationand Index Creation

Deactivate Certain ZeroDeactivate Certain Zero--Row SQL StatementsRow SQL Statements


Database Configuration Utility – New features in 8.0

• Multilingual validation:– Check for presence of installed language packs (for each language present in database) to

ensure all languages are upgraded – Compares languages deployed in database (by checking S_LST_OF_VAL table) against

software language packs installed• Surplus language packs found will only result in warning but configuration

will not continue if language packs are missing:

– For customers who have deployed unshipped languages (e.g. Austrian), there is option of bypassing above validation by using dbsrvr_lang.scm instead of dbsrvr.scm when running DB Config.

– This would upgrade all languages found in both above sets– Final set of languages to be upgraded will be stored in “Repeat for Language” variable


Siebel Upgrade



Preserve Custom Layout Usage

• Merge Options page (Advanced button) from Siebel Tools


Preserve Custom Layout Implementation Detail

• PCL Attribute in Web Client Migration wizard


Prior CustomLayout

Prior CustomLayout

NewStandardLayout

NewStandardLayout

Without Preserve Custom Layout Feature

Without Preserve Custom Layout Feature

With Preserve Custom Layout Feature

With Preserve Custom Layout Feature

NewCustom Layout

NewCustom Layout

Siebel Changes Merged with Siebel Changes Merged with Customer ChangesCustomer Changes

Siebel Changes Siebel Changes NOTNOT Merged Merged with Customer Changeswith Customer Changes

PCL Allows Customers to Keep Preferred UI Layouts


Siebel Upgrade



Utilities, Tools and Services to Aid in Upgrade

• Multilingual support in Upgrade Wizard• Log Parser Utility

– Produces a summary for all processes and displays process name, description, time, input parameters, errors/summary, performance info for SQL and DDL

• Script Checker Utility– Facilitates migration of scripts– Tool to assist Siebel 6.x customers with migrating their scripts to Siebel 7.x– Outputs all scripts in the repository to text or HTML– Produces a summary report on each script and identifies items for review (MsgBox,

Obsolete Methods, etc.)

• Application Deployment Manager– Automated runtime migration of application customizations to Staging or Production

Environments

• Global Services offerings


Upgrade Wizard – Multilingual upgrade support in Siebel 8

• Addition of new variables• IsENUInstalled: DB Config screen prompting customers who

select non-ENU as their primary whether ENU language is deployed in the database

– There are residual ENU system records in S_LST_OF_VAL, so this needs to be prompted (except when user selects ENU as primary)

• $RepeatForLanguage: Master file variable populated by DB config process that stores a comma-delimited list of languages found in customer environment that can be upgraded

• $SecondaryLanguage: System variable used in the driver for steps which need to be run for each language that needs to be upgraded e.g. seed import, repository import, upg_data_afterseed_sia.sql

– This variable is not populated in the master file by DB config and is used to iterate through the list of languages stored in $RepeatForLanguage


Upgrade Wizard – Upgrade History support in Siebel 8• S_INST_UPG_HIST table- stores timeline of deployment related

processes that were run by customer (for TS/ES/PS use)• Attributes stored:

– FileActivity name (e.g. upgrep_dev_704, install)– Activity timestamp– Primary lang installed – Additional langs (used in multilingual upgrade)– Target version (used for upgrades)– Unicode value– Comment

• Processes that store history: – upgrade (upgrep/upgphys)– install/add language– imprep/imprep lang, – dev2prod/ddlsync, – mlov translate, utc


Log Parser Output (1)

• All upgrade log files saved under the same directory• Summary of log files, error summary/detail, and performance info

in an HTML interface



• Summary of log files, error summary/detail, and performance infoin an HTML interface



• Summary of log files, error summary/detail, and performance infoin an HTML interface


Script Checker Utility

• Output used to identify script migration problems– HTML interface– Obsolete.html identifies obsolete methods and objects– Summarizes Objects that must be migrated


Script Checker Utility (Continued)

• Output used to identify script migration problems–HTML interface–Scripts.html identifies Obsolete Objects and Methods are

highlighted


Application Deployment Manager

• Migrates application data between environments• Supports the following data:

– Assignment Rules– LOVs– PDQs– Expense Types– Product Features– Product Lines– Responsibilities– Views– State Models– User Lists– Positions– Organizations– Users

• Uses EAI capabilities to migrate data between environments


Phase 1 –Backup

• Copy the Siebel 7.x production database

Status: Live Siebel 7.x

Backup

11 22 33 44 55

Siebel 7.x Siebel 7.x InstanceInstance

Siebel 7.xSiebel 7.xDatabaseDatabase

Object ManagerObject Manager

Siebel 8 InstanceSiebel 8 Instance

Siebel 8Siebel 8DatabaseDatabase



Phase 2 - System Upgrade

• Start the upgrade to Siebel 8 with the copy• Continue to maintain a Live Siebel 7.x environment and activate capturing

the “delta” transactions

Status: Live Siebel 8

Upgrade

DeltaDelta

11 22 33 44 55








Phase 3 - Delta Migration

Migrate Delta

Status: Live Siebel 7.x


11 22 33 44 55

DeltaDelta







• Migrate the “delta” transactions from Siebel 7.x to Siebel 8 via GoldenGate techniques in a batch synchronization step

• Ensure that all interfaces are migrated and both systems are ready for phased migration


Phase 4 – Concurrent Operations

• Start Siebel 7.x and Siebel 8 systems connected via GoldenGate• Synchronize all user transactions from one system to the other using SOA

framework

Status: Live 7.x and 8

Bi-directional Data Synchronization

Phased batches of users to new Siebel 8

11 22 33 44 55








Phase 5 – Retire Siebel 7.xStatus: Live Siebel 8

• Ensure that all users are migrated• Phased upgrade is complete, retire the Siebel

7.x system

11 22 33 44 55





Phased Upgrade Supported by GoldenGate

• GoldenGate Software's real-time, logical replication technology enables high availability solutions that improve uptime for applications and databases, beyond what traditional data replication and backup technologies provide

• Additional Information:

Siebel 8Siebel 8Siebel Siebel 7.x7.x

Adobe Acrobat Document


Level of Effort


Introduction to Siebel 8 Upgrade Timelines

• The level of effort needed to upgrade to Siebel 8 will vary according to the unique characteristics of each customer’s implementation.

• Oracle can provide approximate guidelines for upgrade time and effort by categorizing an implementation into one of several complexity categories.

• We can also refer to other customer’s upgrade experiences to provide a benchmark on how long a similar upgrade might take.

• A number of factors can affect the amount of time required for an upgrade.

• A thorough upgrade assessment is the only way to determine an accurate level of effort.


Complexity Categories - Background

• Scripting and number of interfaces were the primary considerations used to classify customer’s into one of several complexity categories.

• Even with the complexity categories a large number of factors exist that can greatly increase the length of time needed to upgrade.


Complexity Categories - Defined

Complexity Module Integration ScriptsBasic Horizontal application,

end user onlyReal time: 0Interfaces: <= 3

Total scripts <= 10UI: 0

Moderate Horizontal or vertical, customer with simple UI branding

Real time: 2 – 5Interfaces 3 – 10

Total scripts 10 – 50UI: 1 - 10

Complex Horizontal or vertical, end user and customer

Real time: 5 – 10Interfaces 10 – 30

Total scripts: 50 – 100UI: 10 - 30

Extreme Horizontal or vertical, end user or customer with•Highly customized schema•Specialized migration ISS, mobile, eAuction•Horizontal to vertical•Near zero downtime

Real time: 10+Interfaces: 30+

Total scripts: 100+UI: 30+


Factors Influencing the Siebel 8 Upgrade LOE

• A thorough upgrade assessment is the only accurate way to identify all the relevant factors and determine their impact to the upgrade project.

• A list of some of the factors that can influence your upgrade LOE in the following 4 slides. Your environment might include other factors not listed.


Factors Influencing Your Siebel 8 Upgrade LOE - 1

• Personnel– Need detailed knowledge of the existing application, Siebel 8 upgrade experience,

etc.– Having someone experienced in upgrades can help you save time.

• Size of implementation– Includes number of applications, views, applets, buscomps, workflows, etc. – May require more manual work and will require more testing

• Scripts– Applies to 6.x only

• Run script analyzer to determine how many items need to be changed.• Some script conversions are very easy and mechanical in nature.• Heavy desktop integration with other applications will require more time to the

upgrade.– Applies to all versions scripting

• Strong Typed scripting upgrade

• Integration Points– Represent items that may require some rework. E.g. User key changes in EIM. All

interfaces will have to be tested.

• Reports– Change from Actuate to BI Publisher


Factors Influencing Your Siebel 8 Upgrade LOE – 2

• Specialized Modules– Certain Siebel modules such as Order Management and Remote may

require more effort.• Criticality of Siebel to Business

– Businesses depending on Siebel to run critical aspects of their business will require more time to ensure a smooth upgrade no loss of service.

– Might require a phased upgrade or high availability upgrade approach that will increase upgrade effort and cost.

• Downtime Window and Data Volumes– Large data volumes and limited downtime windows may require extra

tuning effort.



• Corporate Culture and Organization– Certain companies are much faster at getting things done. – Will decisions require many meetings that have to be scheduled?– Will getting the help of a DBA require long lead times, etc?

• Implementing New Siebel 8 Features– Re-implementing certain features instead of upgrading them can in certain

cases cut time from the upgrade.– Re-implementing every possible new features can also add time. E.g.

replacing 100 complex 7.0/7.5 eScripts with the Data Validation Engine instead of simply upgrading the scripts will require extra time.

• Upgrade Team Organization and Management– Some team structures are much better than others.– Organizing team into silos can add a lot of time to your project.– Organize team so there is minimal contention for Tools projects.



• Adding New Features as Part of Upgrade Project– Making enhancements to your Siebel implementation during the upgrade

project will add more LOE.• Business Process Re-Engineering

– Doing a BPR exercise as part of the upgrade will add more time.• Global Deployments

– Multiple languages, Unicode migrations and other aspects of global migrations take extra time.

• Changing Siebel Products– Migrations between SEA and SIA will require more time than upgrades

within the same application.• Other

– You may have other factors not listed here that you must consider to accurately estimate your LOE


How Long Do the Steps Take - 1?

• Automated steps such as upgrep, merge, upgphys, and web client migration are not normally major contributors to LOE

– These steps are very fast in many cases. – Dev example upgrep 2 hours, merge 4 hours, upgphys 2 hours.– Production upgrep and upgphys can take more effort if tuning is required.

• Merge conflict resolution– Over 95% of the conflicts can easily be resolved in less than 1 day if done

correctly.– Process conflicts by attribute and “subtype”, Siebel object type expert and

current application expert sit together.– Some conflicts will require research and/or Tools change. E.g. User

property you can’t resolve since you need both custom and standard



• UI Migration– 6.x migration is automated but still requires manual work

• Extra work is required when 6.x form applets have many group boxes• Extra work is required when 6.x form applets are configured with very

condensed fields packed closely together• If out-of-the-box form applets modified extensively instead of copied

then applet mangling will occur– Can require almost no work if you make a copy before the upgrade

instead of manually fixing. • Extra work required for list applets with > 40 list columns

– 7.x/8.x can benefit from ICL that will keep look and feel and avoid applet rework.

• 6.x Script Migration– Varies depending on what scripts do – Run script checker.– Take “mechanical” approach to migrate majority of scripts and then deal

with exceptions. – These exceptions could take days or weeks to deal with depending on

number and complexity.



• Interfaces– 6.x EIM user key changes and party data model will require LOE– Testing all interfaces required for all upgrades

• Testing and fixing– By far the biggest LOE on most upgrade projects, especially 6.x upgrades

to 8• Don’t Overlook These

– End-user training– Change management– Hardware/software installation


Don’t Overlook These Items

• Business Process changes in the your environment• Hardware Upgrades• Third Party Software Upgrades (refer to System Requirements

and Supported Platform document)• Development and Testing infrastructure• Change Management• Education• Integration• Upgrade Path:

– Direct upgrades from Siebel 6.x to releases after Siebel 7.7 are not supported, except where noted. You must first upgrade from Siebel 6.x to Siebel 7.7.


Implementation Plan


Implementation Plan Case Study – Moderate

• Environment– Siebel Sales v7.x– 200 Global Users

• Upgrade Team– 4 consulting resources

• 3 Upgrade Specialists (Configuration/Integration/Report)• 1 Technical Architect

– 15 weeks• Migration Tools

– Facilitation of 98% of the existing UI– Facilitation of 100% of data and scripting

• Education– Delivered 2 hour sessions to train users in new navigation– Use of Onsite training and net-meeting


Implementation Plan Case Study – Moderate

Development Upgrade 4 weeks

Test Upgrade 3 weeks

Validation 4 weeks

Production Upgrade 2 week

Post Implementation Support 2 week


Upgrade

Q & A

Documents

Upgrade to Siebel 8 - Oracle | Integrated Cloud … P A Leaper, Dipock Das, Jack van Dijk Subject Whats new in Siebel 8 Technology Created Date