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Title and Copyright Information
Preface
1 What’s New in This Release
- What’s New in This Release
2 About This Guide
- About This Guide
- How to Use This Guide
- How the Upgrade Topics Are Organized
- About the Applicability of Siebel Database Upgrade Topics
- Naming Conventions Used in This Guide
- About File Paths and Commands in Upgrade Topics
3 How the Siebel Database Upgrade Works
- How the Siebel Database Upgrade Works
- About Supported Siebel Upgrade Paths
- Supported Upgrade Paths for Siebel CRM
- Types of Siebel Database Upgrades
  - Single-Step and Two-Step Siebel Repository Upgrades
  - Patch Releases and Incremental Repository Merge
- About Using Oracle’s Advanced Customer Services
- About Unicode Support
- About Siebel Upgrade Environments
- About the z/OS Upgrade
- About the Staging Database
- About Siebel Additive Schema Upgrade Changes
- About the Siebel Database Upgrade Process
- About the Siebel Database Configuration Utilities and Database Configuration Wizard
- About the Siebel Upgrade Wizard and Driver Files
  - Driver Files
  - How to Locate Upgrade Driver Files and SQL Scripts
- Job Flow of a Production Database Upgrade
  - Key Members in the DSNHLQ.SIEBEL.EXEC
- About the JCL Upgrade Jobs
- About the Override File
4 Planning a Siebel Database Upgrade
- Planning a Siebel Database Upgrade
- Planning Resources for Upgrading to Siebel CRM on z/OS
  - Documentation
  - About Oracle’s Advanced Customer Services
- Planning Changes to the Physical Layout of the Schema
- Testing Before a Production Upgrade
- Considering Code Page Support
  - About Code Page Conversion
  - EBCDICCodePage Configuration for EBCDIC Database
- Executing Jobs Using Siebel-Scheduled Mode or Vendor-Scheduled Mode
- Staging and Target Database Planning
  - DB2 DSNZPARM Settings For the Target Database
- Obtaining Required Software and Hardware
- Obtaining Required IBM Utilities
- About Using the DSNTIAUL Utility
- Obtaining Required Security Privileges
- Planning Backup and Recovery Stages
- About Creating a Schedule for the Upgrade
- About Estimating Database Size
- Upgrading Your DB2 Software
- Java 21 Update Planning
5 Basic Database Preparations for a Siebel Upgrade
- Basic Database Preparations for a Siebel Upgrade
- Verifying Database Configuration
- Creating Storage Groups
- Updating Table Space Group Names
- Process of Preparing the Storage Layout of the Schema
- Reviewing EIM Table Partitioning
- Converting LONG VARCHAR Columns to CLOB Columns
- Rebuilding Target Tables Containing LONG VARCHAR Columns
  - Sample Code for Generating a List of Tables to Rebuild
- Backing Up the Database
- Granting a Siebel User Upgrade Authorization
6 Preparing a Development Environment for a Siebel Upgrade
- Preparing a Development Environment for a Siebel Upgrade
- Requirements for Upgrading the Development Environment
- About Moving Tables
- Checking In Development Repository Projects
- Determining Which Template File Was Used During an Extract or Merge
7 Preparing a Production Environment for a Siebel Upgrade
- Preparing a Production Environment for a Siebel Upgrade
- Requirements for Upgrading the Production Environment
- About Moving the Customized Repository and Schema Definition Files
- Preparing for a Siebel Upgrade Without a Development Environment
8 Performing a Siebel Database Upgrade
- Performing a Siebel Database Upgrade
- Modifying siebel.cfg Before Upgrading Siebel Database
- Creating a New ODBC Data Source Before Upgrading Siebel Database
- Roadmap for Performing a Siebel Database Upgrade
  - Roadmap for Upgrading from Siebel 7.8.2, 8.0.x or 8.1.1.x
  - Roadmap for Upgrading from Siebel 7.x, 8.0.x or 8.1.1.x Without a Development Environment
- Process of Planning a Siebel Database Upgrade
- Process of Upgrading a Siebel Development Environment
- Process of Upgrading a Production Test Environment
- Process of Tuning the Upgrade Performance
- Process of Upgrading a Siebel Production Environment
- Siebel Database Update Process
- RepositoryUpgrade Utility
9 Running the Database Configuration Wizard
- Running the Database Configuration Wizard
- Example of a Siebel Development Environment Upgrade Flow
- Information Required by the Database Configuration Wizard
  - Additional Information Required for Production Upgrades
- About Running the Database Configuration Wizard on Windows
  - Running the Database Configuration Wizard Under Windows
- About Running the Database Configuration Wizard Under UNIX
  - Running the Database Configuration Wizard Under UNIX
- Starting the Siebel Upgrade Wizard
- Upgrading the Repository and Importing Seed Data
  - Restarting the Seed Data Import and Repository Upgrade
- Fixing Column Alignment for Custom Objects
- Inactivating Unreferenced Repository Objects
- Converting Siebel Web Templates with the SWT to OD Conversion Utility
10 Creating the Siebel Staging Database
- Creating the Siebel Staging Database
- Process of Creating the Staging Database
- Required Tasks before Creating the Staging Database
- Creating the Staging Database Schema DDL Files
- Transferring the Staging DDL to the z/OS Host
- Preparing the z/OS Upgrade Environment and Creating the Staging Database
- Removing Interface Tables and Triggers
11 Generating the Siebel Upgrade Files
- Generating the Siebel Upgrade Files
- About Generating the Upgrade Files
- Process of Generating the Upgrade Files
- Required Tasks for Generating the Upgrade Files
- Preparing the Additive Schema and JCL Files on the z/OS Host
- Applying the Additive Schema Changes to the Production Staging Database
- Preparing for Table Creation on the Staging Database
- Preparing and Executing the Nonadditive Schema and JCL Files on the z/OS Host
- Processing the Index Schema File
  - Transferring the SCINDX.SQL File to the z/OS Host
  - Restructuring the Index DDL
- Building JCL Templates for the Target Database
12 Upgrading the Target Database
- Upgrading the Target Database
- Process of Upgrading the Target Database
- Dropping Partitioned EIM Tables
  - Sample Code for Generating a List of Table Spaces to Drop
- Creating and Loading Siebel Log Tables
- Applying Additive Upgrade Changes to the Target Database
  - Applying Additive Changes Individually
  - Applying the Additive Changes in One Job
- Renaming the Production Environment Repository
- Performing the In-Place Target Database Upgrade
- Restarting Upgrade Jobs That Fail
13 Performing Postupgrade Tasks on the Target Database
- Performing Postupgrade Tasks on the Target Database
- Transferring the Development Environment Upgrade Output Files to the z/OS Host
- Synchronizing the Schema
- Activating New License Keys After an Upgrade
- Deleting Redundant Upgrade Files
14 Reviewing the Siebel Upgrade Log Files
- Reviewing the Siebel Upgrade Log Files
- About the Siebel Upgrade Log Files
- Reviewing Siebel Upgrade Log Files for Errors
- Manually Archiving Upgrade Log Files
- Viewing the Siebel Job Log Status
- Running SQL in Siebel Logs
15 Performing the Siebel Repository Merge
- Performing the Siebel Repository Merge
- About Backing Up the New Customer Repository or Database Schema
- About Reorganizing Tables Before the Repository Merge
- Performing a Siebel Repository Merge
- Regenerating the Siebel Repository Definition Files
  - Regenerating the schema.ddl File
  - Regenerating the custrep.dat File
- Generating the Runtime Repository Data
16 Performing the Siebel Incremental Repository Merge
- Performing the Siebel Incremental Repository Merge
- About the Siebel Incremental Repository Merge
- Process of Performing Incremental Upgrade of Siebel Database from Siebel CRM 8.1.1.x
- Before You Begin
  - About the Siebel Server and Siebel Tools on Windows
- Performing the Incremental Repository Merge
  - Executing the Incremental Repository Merge Under UNIX
- Editing the Siebel Tools Configuration File After the Development Environment Merge
17 Postupgrade Tasks for Siebel Database and File System
- Postupgrade Tasks for Siebel Database and File System
- Updating File System Attachments
- Reapplying Schema Customizations to the Siebel Database
  - Reviewing Obsolete Tables
- Regenerating the Database Template File
18 Postupgrade Tasks for Siebel Business Applications
- Postupgrade Tasks for Siebel Business Applications
- Performing Postupgrade Tasks for the Siebel Application
- Upgrading Siebel Seeded Workflows
19 Tuning the Siebel Production Upgrade Scripts
- Tuning the Siebel Production Upgrade Scripts
- About Tuning the Upgrade Scripts
  - Contacting Oracle’s Advanced Customer Services
- Optimizing Unload and Load Job Performance
- Adding the Statistics Clause to Load Cards
20 Migration Planning Using Siebel Migration
- Migration Planning Using Siebel Migration
- About Migrating with Siebel Migration
- Roadmap for Planning a Migration with Siebel Migration
- About Migration Process Orchestration During the Siebel Migration Process
- About the Process Flow for Migration Resources
- About the Siebel Migration Log Files
  - How to Locate Siebel Migration Resource Log Files
  - Enabling SQL Tracing for Siebel Database Utilities
- About REST API Used for Migration Discovery and Execution
21 Data Preparation for Siebel Migration
- Data Preparation for Siebel Migration
- Process of Preparing Siebel Application Data for Migration
- Process of Transforming Data with Siebel Application Deployment Manager
  - Creating an ADM Data Map
  - Associating a Data Map to a Project Item
- Customizing Siebel Migration Execution and Resource Sequencing
- Setting Up File Prepare and Deploy
22 Data Migration Using Siebel Migration
- Data Migration Using Siebel Migration
- Before You Begin Migrating with Siebel Migration
  - Configure User Access to Siebel Migration Application
- Process of Using Siebel Migration to Migrate Data
- Asynchronous Migration Using Siebel Migration
- Incremental Migration from Development to Production Environment Without Using Siebel Migration
- Full Runtime Repository Migration Without Using Siebel Migration
- Migrating Repository Changes from Development to Production Environment (Siebel CRM 18.8 or Later)
- Migrating Configuration Data and Incremental Changes
- Managing Cross Version Migration
- Troubleshooting Data Migration Using Siebel Migration
23 Siebel Upgrade Planning Worksheet
- Siebel Upgrade Planning Worksheet
- Team Lead Summary
- DB2 Connect Information
- Siebel Development Environment Information
- Siebel Production Environment Information
- z/OS Host System Variables Information
24 Columns Denormalized During the Upgrade to Siebel CRM
- Columns Denormalized During the Upgrade to Siebel CRM
- Denormalized Columns for Siebel Industry Applications Version 7.5.3
25 Upgrade Files for Siebel Business Applications
- Upgrade Files for Siebel Business Applications
- Siebel CRM z/OS Upgrade Files
- Tables Amended During PRET Unload Processing
- PRET Members Generated By Pretedit.txt
- Target Tables Amended During PRET Processing
26 REST API References for Migration Services
- REST API References for Migration Services
- Using REST API with the Migration Schema Service
- Using REST API with the Migration Incremental Runtime Repository Data Service
- Using REST API with the Migration Runtime Repository Data Service
- Using REST API with the Migration Incremental Application Workspace Data Service
- Using REST API with Migration Application Workspace Data Service
- Using REST API with the Migration File Prepare and Deploy Service
- Using REST API with Siebel Migration Application