Migration to Siebel IP17+
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The document outlines the initial phase of migrating to Open UI IP17 for Siebel, detailing prerequisites such as server specifications, integration points, and phases of the project. It includes a high-level plan broken down into three phases: accessing project infrastructure, executing technical tasks, and analyzing conflicts post-migration. Additionally, it highlights the need for administrative access and outlines further potential enhancements like performance tuning and BI optimization.
Migration to Siebel IP17+
- 1. Migration to Open UI IP17 Initial Phase Vasiliy Tokarchuk, COO Vasiliy.Tokarchuk@areon.ua +380 67 468 77 66 www.areondev.com
- 2. Before we start Check your current Siebel Version with a migration matrix here. The following presentation considers single-step migration and/or IRM, full database upgrade. In other words, it works starting from Siebel version 7.8.2 or higher. If you use earlier version of Siebel, the amount of work and duration may vary.
- 3. Siebel production architecture: Number and short description of all servers (application servers, web servers, DBMS servers) Characteristics of each server (CPU, RAM, Disk Space, OS versions, Applications Version) Siebel functional UAT/PREPROD environment architecture: Number and description of all servers (application servers, web servers, DBMS servers) Characteristics of each server (CPU, RAM, Disk Space, OS versions, Applications version) List of integration points (integration links): Name and short description of "third system" Short description of integration point/link Technology used for integration (for example: Siebel EIM, Web Services, load XML-files, … ) What we need as initial information
- 4. High level plan Phase 1. Access, server, disks, ~1 month Phase 2. Technical part , ~1 month Phase 3. Analysis , ~1 month
- 5. Phase 1 Access to project infrastructure (Site to site VPN or client-server VPN) Project infrastructure – three servers (virtual or physical): Initial Siebel application server (clone/replica of UAT/PREPROD application server) Target Siebel application server (Siebel IP 17) DBMS server with restored database from UAT/PREPROD DBMS server Disk space for backup (database, files, …) Administrative access to project infrastructure servers (root and/or admin privileges) Working out the requirements to project infrastructure (server characteristics, version of OS/software, …)
- 6. Phase 2 Clone/Replica of DEV/PROD/UAT is accessible @ new servers Check if it is working, investigate logs, smoke tests Generate repository changed objects log Install IP17 over the existing one in migration mode Single-step Migration Initial DB migration IRM Final DB migration Receive IRM conflict log and repository changed objects log
- 7. Phase 3 Compare two reports received Analyzing conflicts Make an initial resolution for every conflict Preparing a list of objects to be customized manually Creating a final document Provide the initial cost and duration estimation
- 8. What needs to be done to complete the migration Make a decision if all functionality is still needed Understand the way to solve conflicts (redo, apply standard changes, leave as-is) Make all types of testing Develop new user guides Get use of new functionality (embedded testing, online tools, etc)
- 9. What we can also do Siebel performance fine tuning Database upgrade Oracle BI optimization Oracle BI upgrade Siebel configuration and development Integration Business analysis
Editor's Notes
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- #5: The Oracle CX portfolio covers the entire spectrum of capabilities that an organization needs to deliver modern customer experiences. Highlighted by our market-leading CX applications that span Marketing, Sales, CPQ, Commerce, Service and Social and are supplemented by the Oracle Cloud Marketplace that offers hundreds of value-add applications from our partners. Our CX applications utilize a foundation layer of components and services that serve to provide consistency across the applications (user interface design pattern, customer master, collaboration tools and analytics platform) and extend application capabilities with our Data as a Service and Platform as a Service offerings. Oracle’s CX industry solutions sit on top of our CX applications to deliver cross-functional solutions tailored to specific industry requirements. Our industry solutions address unique data model, workflow, user interface and integration requirements by industry to meet their particular business and customer needs. And across the top, are all the different communication channels and customer touch-points that enable you to offer an omni-channel presence and deliver consistent positive customer experiences from the web to the store to the contact center and more. No vendor can match the breadth and depth of Oracle’s CX product portfolio. Thousands of vendors market under the banner of CX but their applications are typically aimed solely at one or two of the functional areas. Even our closest competitors do not support key areas such as commerce, configure, price and quote (CPQ) and field service. Nor do they offer a data management platform or customer data management solution. And they don’t have industry solutions tailored meet your particular requirements Oracle has invested heavily in product development and acquisitions in order to offer its customers a full and complete CX solution. Together, they offer a broad and deep portfolio that can deliver against any customer experience challenge or initative within your organization.
- #6: The Oracle CX portfolio covers the entire spectrum of capabilities that an organization needs to deliver modern customer experiences. Highlighted by our market-leading CX applications that span Marketing, Sales, CPQ, Commerce, Service and Social and are supplemented by the Oracle Cloud Marketplace that offers hundreds of value-add applications from our partners. Our CX applications utilize a foundation layer of components and services that serve to provide consistency across the applications (user interface design pattern, customer master, collaboration tools and analytics platform) and extend application capabilities with our Data as a Service and Platform as a Service offerings. Oracle’s CX industry solutions sit on top of our CX applications to deliver cross-functional solutions tailored to specific industry requirements. Our industry solutions address unique data model, workflow, user interface and integration requirements by industry to meet their particular business and customer needs. And across the top, are all the different communication channels and customer touch-points that enable you to offer an omni-channel presence and deliver consistent positive customer experiences from the web to the store to the contact center and more. No vendor can match the breadth and depth of Oracle’s CX product portfolio. Thousands of vendors market under the banner of CX but their applications are typically aimed solely at one or two of the functional areas. Even our closest competitors do not support key areas such as commerce, configure, price and quote (CPQ) and field service. Nor do they offer a data management platform or customer data management solution. And they don’t have industry solutions tailored meet your particular requirements Oracle has invested heavily in product development and acquisitions in order to offer its customers a full and complete CX solution. Together, they offer a broad and deep portfolio that can deliver against any customer experience challenge or initative within your organization.
- #7: The Oracle CX portfolio covers the entire spectrum of capabilities that an organization needs to deliver modern customer experiences. Highlighted by our market-leading CX applications that span Marketing, Sales, CPQ, Commerce, Service and Social and are supplemented by the Oracle Cloud Marketplace that offers hundreds of value-add applications from our partners. Our CX applications utilize a foundation layer of components and services that serve to provide consistency across the applications (user interface design pattern, customer master, collaboration tools and analytics platform) and extend application capabilities with our Data as a Service and Platform as a Service offerings. Oracle’s CX industry solutions sit on top of our CX applications to deliver cross-functional solutions tailored to specific industry requirements. Our industry solutions address unique data model, workflow, user interface and integration requirements by industry to meet their particular business and customer needs. And across the top, are all the different communication channels and customer touch-points that enable you to offer an omni-channel presence and deliver consistent positive customer experiences from the web to the store to the contact center and more. No vendor can match the breadth and depth of Oracle’s CX product portfolio. Thousands of vendors market under the banner of CX but their applications are typically aimed solely at one or two of the functional areas. Even our closest competitors do not support key areas such as commerce, configure, price and quote (CPQ) and field service. Nor do they offer a data management platform or customer data management solution. And they don’t have industry solutions tailored meet your particular requirements Oracle has invested heavily in product development and acquisitions in order to offer its customers a full and complete CX solution. Together, they offer a broad and deep portfolio that can deliver against any customer experience challenge or initative within your organization.
- #8: The Oracle CX portfolio covers the entire spectrum of capabilities that an organization needs to deliver modern customer experiences. Highlighted by our market-leading CX applications that span Marketing, Sales, CPQ, Commerce, Service and Social and are supplemented by the Oracle Cloud Marketplace that offers hundreds of value-add applications from our partners. Our CX applications utilize a foundation layer of components and services that serve to provide consistency across the applications (user interface design pattern, customer master, collaboration tools and analytics platform) and extend application capabilities with our Data as a Service and Platform as a Service offerings. Oracle’s CX industry solutions sit on top of our CX applications to deliver cross-functional solutions tailored to specific industry requirements. Our industry solutions address unique data model, workflow, user interface and integration requirements by industry to meet their particular business and customer needs. And across the top, are all the different communication channels and customer touch-points that enable you to offer an omni-channel presence and deliver consistent positive customer experiences from the web to the store to the contact center and more. No vendor can match the breadth and depth of Oracle’s CX product portfolio. Thousands of vendors market under the banner of CX but their applications are typically aimed solely at one or two of the functional areas. Even our closest competitors do not support key areas such as commerce, configure, price and quote (CPQ) and field service. Nor do they offer a data management platform or customer data management solution. And they don’t have industry solutions tailored meet your particular requirements Oracle has invested heavily in product development and acquisitions in order to offer its customers a full and complete CX solution. Together, they offer a broad and deep portfolio that can deliver against any customer experience challenge or initative within your organization.