Migrating Siebel Crm 7.5 To 8.0

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Describes all major steps to take care for upgrading a Siebel CRM 7.5 installation to 8.0.

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Migrating Siebel Crm 7.5 To 8.0

  1. 1. 10.02.2010 Presentation Page Migration Overview Upgrade from Siebel 7.5 to 8.0
  2. 2. 10.02.2010 Presentation Page Overview <ul><li>Chapter 1 – Siebel in 5 Minutes </li></ul><ul><li>Chapter 2 – Database Schema </li></ul><ul><li>Chapter 3 – Migration Overview </li></ul><ul><li>Chapter 4 – Questions & Answers </li></ul>
  3. 3. 10.02.2010 Presentation Page Chapter 1 <ul><li>Siebel in 5 Minutes </li></ul>
  4. 4. 10.02.2010 Presentation Page Note <ul><li>The following introduction has been heavily simplified technically for a better overview. </li></ul>
  5. 5. 10.02.2010 Presentation Page Siebel Client
  6. 6. 10.02.2010 Presentation Page System Architecture User Gateway DB SiebelFilesystem WebServer SWSE FSMgr. AOM SiebelServer SiebelEnterprise
  7. 7. 10.02.2010 Presentation Page System Architecture User Gateway DB SiebelFilesystem WebServer SWSE FSMgr. AOM SiebelServer SiebelEnterprise User User …
  8. 8. 10.02.2010 Presentation Page System Architecture User Gateway DB SiebelFilesystem WebServer SWSE FSMgr. AOM SiebelServer SiebelEnterprise User User … Automatic Component Balancing / Siebel Server Clustering Clustering Round- Robing IP-Based Routing Distributed Share ?
  9. 9. 10.02.2010 Presentation Page System Architecture User Gateway DB SiebelFilesystem WebServer SWSE FSMgr. AOM SiebelServer SiebelEnterprise User User … Automatic Component Balancing / Siebel Server Clustering Clustering Round- Robing IP-Based Routing Distributed Share RAC
  10. 10. 10.02.2010 Presentation Page System Architecture
  11. 11. 10.02.2010 Presentation Page Manual Processes
  12. 12. 10.02.2010 Presentation Page Manual Processes
  13. 13. 10.02.2010 Presentation Page Manual Processes
  14. 14. 10.02.2010 Presentation Page Manual Processes DB S_CONTACT DBC DBC AOM Script SWSE SWE Workflow EAI DBC DBC AOM Script SWSE SWE Workflow EAI DBC DBC AOM Script SWSE SWE Workflow EAI
  15. 15. 10.02.2010 Presentation Page Automatic Processes
  16. 16. 10.02.2010 Presentation Paeg Automatic Processes
  17. 17. 10.02.2010 Presentation Page Automatic Processes
  18. 18. 10.02.2010 Presentation Page Automatic Processes
  19. 19. 10.02.2010 Presentation Page Automatic Processes
  20. 20. 10.02.2010 Presentation Page Automatic Processes DB S_WF_..... DBC DBC AOM Script SWSE SWE Workflow EAI DBC DBC AOM Script SWSE SWE Workflow EAI DBC DBC AOM Script SWSE SWE Workflow EAI
  21. 21. 10.02.2010 Presentation Page Chapter 2 <ul><li>Database Schema </li></ul>
  22. 22. 10.02.2010 Presentation Page Basics <ul><li>Number of tables: 4,287 </li></ul><ul><li>Number of columns: up to 998 </li></ul><ul><li>Number of indices: 21,732 </li></ul><ul><li>Generic schema, that means </li></ul><ul><ul><li>Not all tables are used in a concrete installation. </li></ul></ul><ul><ul><li>Not all fields are used in the tables. </li></ul></ul>
  23. 23. 10.02.2010 Presentation Page Naming Conventions for Tables <ul><li>Siebel tables start with S_ </li></ul><ul><li>Appropriate schema extension: </li></ul><ul><ul><li>Tables start with CX_ </li></ul></ul><ul><ul><li>Columns start with X_ </li></ul></ul><ul><li>Tables with _X (1:1) or _XM (1:M) make extension fields available </li></ul><ul><li>EIM_ - Intermediate tables for data import used by the „Enterprise Integration Manager“ component </li></ul>
  24. 24. 10.02.2010 Presentation Page Naming Conventions for Indices <ul><li>Index names are self explaining </li></ul><ul><ul><li>P1… PrimaryKey (unique/notNull) </li></ul></ul><ul><ul><li>U1…99 UserKey (unique & holy) </li></ul></ul><ul><li>Combination of fields to detect the equality of 2 data sets during export/import and to assure uniqueness. </li></ul><ul><ul><li>F1…99 ForeignKey </li></ul></ul><ul><ul><li>No Bitmap-Indices </li></ul></ul><ul><ul><li>No functional Indices </li></ul></ul>
  25. 25. 10.02.2010 Presentation Page Table Structure <ul><li>ROW_ID is always the primary key! </li></ul><ul><li>There are 7, respectively 9 system columns, which provide information when the data set is allocated and changed. </li></ul><ul><li>The type Long is used. </li></ul><ul><li>When a schema is extended, the Long type columns are no longer at the end of the tables. </li></ul><ul><li>In Siebel 8 the type Clob will be added. </li></ul>
  26. 26. 10.02.2010 Presentation Page Referential Integrity <ul><li>Foreign key columns end with _ID and contain a Siebel-generated value. </li></ul><ul><li>Changes to these values compromise the referential integrity! </li></ul><ul><li>Changes to other values compromise the data exchange with remote clients. </li></ul><ul><li>Therefore: Never make a data change directly with SQL! </li></ul><ul><li>(Exception: When Easter and Christmas fall on the same date!) </li></ul>
  27. 27. 10.02.2010 Presentation Page Synchronisation <ul><li>Synchronisation of Siebel tasks for </li></ul><ul><ul><li>encapsulation through the separate transaction levels of databases. </li></ul></ul><ul><ul><li>system column modification_num as change counter in each Siebel table. </li></ul></ul>
  28. 28. 10.02.2010 Presentation Page SQL-Structure <ul><li>SELECT T8.CONFLICT_ID,T8.LAST_UPD,T8.CREATED, </li></ul><ul><li>T8.LAST_UPD_BY,T8.CREATED_BY,T8.MODIFICATION_NUM,T8.ROW_ID,... </li></ul><ul><li>FROM SIEBEL.S_ACTIVITY_ATT T1, </li></ul><ul><li>SIEBEL.S_SRV_REQ T2, </li></ul><ul><li>SIEBEL.S_CONTACT T3, </li></ul><ul><li>SIEBEL.S_ORG_EXT T4, </li></ul><ul><li>SIEBEL.S_PARTY T5, </li></ul><ul><li>SIEBEL.S_EVT_MAIL T6, </li></ul><ul><li>SIEBEL.S_EVT_ACT_SS T7, </li></ul><ul><li>SIEBEL.S_EVT_ACT T8 </li></ul><ul><li>WHERE T8.TARGET_OU_ID = T4.PAR_ROW_ID (+) AND </li></ul><ul><li>T8.SRA_SR_ID = T2.ROW_ID (+) AND </li></ul><ul><li>T8.ROW_ID = T6.PAR_ROW_ID (+) AND </li></ul><ul><li>T8.ROW_ID = T7.PAR_ROW_ID (+) AND </li></ul><ul><li>T8.TARGET_PER_ID = T5.ROW_ID (+) AND </li></ul><ul><li>T8.TARGET_PER_ID = T3.PAR_ROW_ID (+) AND </li></ul><ul><li>T8.PR_ATT_ID = T1.ROW_ID (+) AND </li></ul><ul><li>(T8.ROW_ID = :1) </li></ul><ul><li>ORDER BY T8.ACTIVITY_UID; </li></ul>
  29. 29. 10.02.2010 Presentation Page SQL-Structure <ul><li>Each column in „select…“ is separately quantified. </li></ul><ul><li>High amount of joined tables. </li></ul><ul><li>These joins are always against the indexed columns „ROW_ID“ (unique/notNull). </li></ul><ul><li>Structure: „select…from…where…order by…“ </li></ul><ul><li>No „group by…having…“ or „connect by…“. </li></ul><ul><li>No „select…for…update…“ rather, only simple encapsulation using „begin…end“ blocks. </li></ul>
  30. 30. 10.02.2010 Presentation Page Chapter 3 <ul><li>Migration Overview </li></ul>
  31. 31. 10.02.2010 Presentation Page Important Changes
  32. 32. 10.02.2010 Presentation Page Affected Areas
  33. 33. 10.02.2010 Presentation Page Environments
  34. 34. 10.02.2010 Presentation Page Progression from 7.5 -> 8.0
  35. 35. 10.02.2010 Presentation Page Planning
  36. 36. 10.02.2010 Presentation Page Pre-Upgrade Tasks
  37. 37. 10.02.2010 Presenation for Bayer Datacenter Page Upgrade DB Schema
  38. 38. 10.02.2010 Presentation Page Repository Merge
  39. 39. 10.02.2010 Presentation Page Repository Merge 1/3
  40. 40. 10.02.2010 Presentation Page Repository Merge 2/3
  41. 41. 10.02.2010 Presentation Page Repository Merge 3/3
  42. 42. 10.02.2010 Presentation Page Custom DB Schema Upgrade
  43. 43. 10.02.2010 Presentation Page Post-Upgrade Tasks
  44. 44. 10.02.2010 Presentation Page Post Merge Configuration
  45. 45. 10.02.2010 Presentation Page Unicode Migration
  46. 46. 10.02.2010 Presentation Page Test
  47. 47. 10.02.2010 Presentation Page User Training
  48. 48. 10.02.2010 Presentation Page Activityfrom 6.x -> 7.7 -> 8.0
  49. 49. 10.02.2010 Presentation Page Chapter 6 Questions & Answers

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