Upgrade Siebel

Upgrade to Siebel 8
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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
Copyright ©2007, Oracle. All rights reserved.

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Siebel 8 New Features

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Strongest Investment in R&D
Siebel 8
• 20 enhanced modules
• 113 new features
• 72 enhancements
• 9,000 person days invested
• More than 3 million lines of code

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New & Enhanced Siebel 8 Features
Sales Customer Order Management
–Improved global accounts UI –Product configurator sequencing
–Enhanced forecasting –Dynamic pricing enablement
–Enhanced reporting and search –Comprehensive deal management
Marketing Communications, Media & Energy
–Enhanced lead management –Location-based product eligibility
–Enhanced email & Web marketing –New guided flows for service activation
–Enhanced campaign & dialogue mgmt. –Enhanced billing preferences flexibility
Self-Service Financial Services
–Improved registration & user management –New product group visibility
–Enhanced service request management Life Sciences
–Comprehensive knowledge management –Enhanced sample compliance & accountability
Loyalty –Personalized Content Delivery (PCD)
–Enhanced accrual management Public Sector
–Improved employee-corporate joint rewards –Enhanced self-service forms administration
–Enhanced partner management –Improved verification templates
E-Commerce –Enhanced benefits management
–Context-aware navigation Cross-Application
–Centralized sales product catalog & –New BI Publisher
comprehensive knowledge management –Enhanced data management & data quality
–Integration with Real Time Decisioning –Improved & highly integrated Chat feature
Partner Relationship Management –Increased language support for WW deployments
–Deal registration (official language packs for Polish & Russian)
–Special pricing authorization
–Enhanced partner visibility
Note: This is a partial list of new and enhanced
Copyright Siebel
©2007, Oracle. All 8 features
rights reserved.
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Key design points of Siebel 8
Consistent focus on Quality and Value
Exceptional • Flexible, Complex Tasks

Usability • Fully-integrated Enterprise
Search
Exceptional • Business Process Agility

Responsiveness • Real Time Intelligence
• Choice of Deployment Options

Superior • Management of deployment
Ownership • Systems management
Experience diagnostics
• Open, SOA-based CRM

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Superior Ownership Experience
• Usability
– Task Based User interface, Google-like Search, Audit,
Performance
Siebel 8 Applications
Technical
• Development Enhancements
– 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

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Making CRM easy to use
Siebel 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

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Increasing User effectiveness
Siebel 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

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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

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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

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Leveraging the Desktop
Siebel 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

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Leveraging the Desktop
Siebel 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 Web services
– 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

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• Usability
Performance
Technical
• Deployment
installation
• Operation

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11 Years of metadata based development
Proven to minimize time, risk, configuration costs
Application Execution
User Interface
Siebel Tools
Repository
Opportunity Business Object
• UI Components
and Services
• Internal Objects
• Database Schema
• Integration Objects Activity Contact Product
•All Application Objects
Data Objects EAI
• One development environment

• Rapid learning curve
• Metadata abstracts user from having to
know HTML, SQL Siebel
• No modification of SQL or source code
• Team-based distributed development
External Other
Data Applications
Sources

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Designing Process flows in metadata
Driving 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

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Writing business logic is costly
Traditional 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)

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Declarative approach to business rules
Siebel 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

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Runtime deployment model
Deploy
Siebel Application
Server
UI Layer
Inference
Engine
Business Proxy
Object definition Logic
Layer Service
EAI
Data Layer
Siebel Repository
• 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

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Improving developer Productivity
Cutting Code to test time with Siebel 8 “Fix and Go”
• New “Fix and Go”

– Developer can make changes to script View in
without having to compile client
– 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
fix

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Investing in Quality
Driving 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

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• Usability
Performance
Technical
• Deployment
installation
• Operation

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Continued Commitment to Choice
Siebel 8 Supported Platforms
• Database Management System • Web Server

– IBM DB2 UDB ESE 8.2/9 – HP Apache Web Server Suite 2.0.3
– IBM DB2 for z/OS 8 – IBM HTTP Server 2.0 on AIX 5.3
– IBM DB2 Connect 8.2/9 – Microsoft IIS 6.0
– MS SQL Server 2005 – SuSe Apache Web Server 2.0
– Oracle 10g R2 Enterprise Server – Red Hat Strong Hold Web Server 2.0
• Siebel Enterprise Server OS – Sun ONE Web Server EE 6.1 SP 4
(SPARC & IA32)
– MS 2003 Server (IA32) R2
– HP-UX 11i 11.23 IPF
– Oracle HTTP 1.4 Web Server
– IBM AIX 5L 5.3 • High Interactive Client
– Sun Solaris 10 (32 and 64 bit) – IE 6.0 browser
– Red Hat Enterprise Linux 4.0 on IA32 – IE 7.0 browser
– SuSe Linux 9.0 on IA32 – Tested on Windows 2000 SP 4, Windows
– Solaris 10/x86 (web tier only) XP Professional SP2,Windows XP Tablet
PC Edition
• J2EE App Servers • Standard Interactive Client
– IBM WebSphere Application Server 6.0 – Any browser compliant with HTTP 1.1,
– BEA WebLogic Application Server 9.0 HTML 4.0, JavaScript 4.1
– Oracle 10.1.3 SOA – Tested on Win2003, Windows XP, Solaris
10, Macintosh OS X 10.3, SuSe Linux
SuSe
New platforms or versions are in RED

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Delivering more choice in deployment
Siebel 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

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Continued Heterogeneous Support
IBM 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

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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
Package Deploy Activate Recover

Validation
Create By category, registry, profile, Backup and
deployment server, step, package and Restore for all
packages from Cancel, restart, target system items affected
database and status and online activation, on target system
repository history staged server
objects deployment
• 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

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• Usability
Performance
Technical
• Deployment
installation
• Operation

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Faster incident resolution
Engineered 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

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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.

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Service Oriented Architecture
Siebel 8 SOA enabled business logic
Offer page display

Marketing
Event registration & management
Search & Select from Product Catalogue, with item
Order configuration, pricing, promotions
Capture Asset-Based Orders management (item configuration, pricing,
promotions)
Create, Read, Update, Delete Service Requests
Service
Asset, Warranty Registration, Entitlement Checks, Self-
Scheduling, Activity Planning
Microsoft Office Excel & MS Word Mail merge (Web, Mobile Client)
(Email) Outlook Integration
Partner Registration, Locator, Alert
Partners
Case Serialization & Status Mgmt
Public Sector
Promotional Compliance, Customer Interaction Monitor
Life Sciences

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Infrastructure 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

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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

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The Siebel Upgrade Approach

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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

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Siebel Upgrade


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Siebel Upgrade – Market Leading Capabilities
• Migrates Data, Configuration, and Client Platform
Upgrade Data Upgrade Configuration Upgrade Platform

• Migrates customer • Merge configuration • Automated adaptation of
data to new schema changes with new client to support new
functions/features platform
Siebel 6.x
Siebel 7.7/8

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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

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Siebel Application Upgrade
• Preserves prior customization investments

• Automated upgrade process
– Migrates customizations
– Supports multiple releases
– Proven through thousands of upgrades
• Patented Siebel only Technology

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What is the Upgrade Process?
Upgrade 3rd
Upgrade the Install Siebel Upgrade
Party
Infrastructure Software RDBMS
Software
Pre-Upgrade
Development Development
Tasks
Env Only Env Only
Prepare Prepare for

Upgrade Upgraded Merge
Application Repository
Tasks Database Repository
Data Merge
Migrate to Upgrade
6.xDevelopment Web Custom DB
Env Only Client Schema
Application Application
Post Upgrade Set up Test the
Administration Configuration
Tasks Environment System
Tasks Tasks

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Siebel Upgrade


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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
Run Time Build Time
Logs
Database
Assembler
Log Parse Upgrade Config Utility
Wizard
Master/Driver
Files
SQL Supporting
Upgrade Generator Files
Tuner HQ
SQL
Database

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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

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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

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Database Upgrade Tuner (2)
Parallelize Table Creation
and Index Creation
Deactivate Certain Zero-

Row SQL Statements

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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

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Siebel Upgrade


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Preserve Custom Layout Usage
• Merge Options page (Advanced button) from Siebel Tools

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Preserve Custom Layout Implementation Detail
• PCL Attribute in Web Client Migration wizard

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PCL Allows Customers to Keep Preferred UI Layouts
Without
Without Preserve
Preserve With
With Preserve
Preserve Custom
Custom
Custom
Custom Layout
Layout Feature
Feature Layout
Layout Feature
Feature
Prior
Prior
Custom
Custom
Layout
Layout
New
New
Standard
Standard
Layout
Layout
New
New
Custom
Custom
Layout
Layout
Siebel Changes Merged with Siebel Changes NOT Merged

Customer Changes with Customer Changes

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Siebel Upgrade


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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

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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

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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

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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

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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

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Script Checker Utility (Continued)
• Output used to identify script migration problems

– HTML interface
– Scripts.html identifies Obsolete Objects and Methods are
highlighted

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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

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Phase 1 –Backup 1 2 3 4 5
Status: Live Siebel 7.x
Siebel 7.x Siebel 8 Instance

Backup
Instance
Object Manager Object Manager
Siebel 7.x Siebel 8

Database Database
• Copy the Siebel 7.x production database

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Phase 2 - System Upgrade 1 2 3 4 5
Status: Live Siebel 8
Siebel 7.x Siebel 8 Instance Upgrade

Instance
Delta
Siebel 7.x Siebel 8

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

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Phase 3 - Delta Migration 1 2 3 4 5
Status: Live Siebel 7.x
Siebel 7.x Siebel 8 Instance

Instance Migrate Delta
Object
Object Manager
Manager Object Manager
Delta
Siebel 7.x Siebel 8

Database Database
• 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

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Phase 4 – Concurrent Operations 1 2 3 4 5
Status: Live 7.x and 8
Phased batches of users to new Siebel 8
Siebel 7.x Bi-directional Data Siebel 8 Instance

Instance Synchronization
Siebel 7.x Siebel 8

Database Database
• Start Siebel 7.x and Siebel 8 systems connected via GoldenGate

• Synchronize all user transactions from one system to the other using SOA
framework

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Phase 5 – Retire Siebel 7.x 1 2 3 4 5
Status: Live Siebel 8
• Ensure that all users are migrated

• Phased upgrade is complete, retire the Siebel
7.x system Siebel 8 Instance
Object Manager
Siebel 8
Database

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Phased Upgrade Supported by GoldenGate
Siebel Siebel 8
7.x
• 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:
Adobe Acrobat
Document

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Level of Effort

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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.

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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.

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Complexity Categories - Defined
Complexity Module Integration Scripts

Basic Horizontal application, Real time: 0 Total scripts <= 10
end user only Interfaces: <= 3 UI: 0
Moderate Horizontal or vertical, Real time: 2 – 5 Total scripts 10 – 50
customer with simple UI Interfaces 3 – 10 UI: 1 - 10
branding
Complex Horizontal or vertical, end Real time: 5 – 10 Total scripts: 50 – 100

user and customer Interfaces 10 – 30 UI: 10 - 30
Extreme Horizontal or vertical, end Real time: 10+ Total scripts: 100+
user or customer with Interfaces: 30+ UI: 30+
•Highly customized
schema
•Specialized migration
ISS, mobile, eAuction
•Horizontal to vertical
•Near zero downtime

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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.

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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
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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.

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• 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.

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• 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

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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

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• 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.

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• 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

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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.

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Implementation Plan

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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

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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

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Upgrade
Q&A

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Upgrade Siebel

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