Prerequisites for IRM

Before you begin:

1. Install Enterprise Server (Siebel Gateway Name Server, the Siebel Server, and the Siebel Database Server)
2. Windows only: Install Siebel tools on the same machine as Enterprise Servers,  then the merge process automatically starts Siebel Tools to execute the incremental repository merge.
• If the Siebel Enterprise server is not installed on the same computer as Siebel Tools, then map a network drive from the computer where Siebel Tools is installed to the computer where Siebel Enterprise Server is installed. Use this mapped drive to specify the location of the Siebel Server when you run the Siebel Database Configuration Wizard.
3. Set open_cursors=5000
4. Change Tools ODBC

1.            Use the Siebel Tools default ODBC driver, Siebel Oracle90.

2.            Navigate to HKEY_LOCAL_MACHINESOFTWAREWow6432NodeODBCODBC.INI and for your ODBC add

·          

o    ColumnsAsChar=1

o    ColumnSizeAsCharacter=1

3. Test ODBC

5. Update tools.cfg:

1.  
1. In the [Siebel] section Change the ServerDbODBCDataSource parameter from the default value to your custom ODBCname.
2. (For MSSQL and IBM DB2 platforms only) In the [ServerDataSrc] section, change the Connect String parameter from the default value to your custom ODBC name.
3. Change the SymStrPrefix value from the default value of X_ to SBL_ .
4. EnableToolsConstrain=False
5. DockRepositoryName=Prior Customer Repository
6. Test Siebel Tools
7. Navigate to Veiw->Options-Language Settings and select the required language as the primary language, then click Yes.
8. Close Tools

6. Copy Ancestor Repositories

• On My Oracle Support, locate 17329360 (Patch ID) and download it to your folder
• Copy files

Windows: copydat.bat SiebelRoot optional_log_file

UNIX: sh copydat.sh SiebelRoot optional_log_file

7. Delete all repositories except for Siebel Repository

8. Drop functional or bitmap indexes if they exist (they are created if you have CIAI implementation)

9. Run upgrep/Delta merge/upgphys

10. Upgrade test production

11. Replace the original siebel_sia.srf provided as part of the Siebel CRM version 8.1.1.11 or 8.2.2.4 Fix Pack with a new SRF file obtained following one of these methods:

a) Full compiled SRF using Siebel Tools version 8.1.1.11 or 8.2.2.4; Note when 8.1.1.11 is applied on the existing 8.1.1.x including 8.1.1.10, IRM (Incremental Repository Merge) is mandatory. The SRF should be compiled after the IRM (Incremental Repository Merge) process successfully completed, more detail about IRM is available from: Siebel Database Upgrade Guide >Performing the Siebel Incremental Repository Merge

b) SRF obtained from a download of this file for Siebel CRM version 8.1.1.11 (or 8.2.2.4) from Oracle Software Delivery Cloud, also known as eDelivery (https://edelivery.oracle.com/)

12. If you have to restart IRM:

1) Restore the database from backup prior to running IRM
2) Remove UpgRep log folder from SiebSrvrLog directory
3) Restart IRM process.

13. The following KM articles should be reviewed before starting the IRM process as these may contain information or workarounds that should be applied before starting IRM:

•Delta Repository Merge Aborted during Incremental Repository Merge (IRM) on Siebel version 8.1.1.11: (Doc ID 1600333.1)         

•8.1.1.11 Delta Merge exit "Operation aborted due to general error " (Doc ID 1604417.1)     - Oracle RBDMS specific        

•DDLDICT-ERR-1017: Unable To Copy Data From Siebel Dictionary. (Doc ID 1630424.1)    

•If Siebel Order Management is in use on the current release, a known issue may cause Siebel Order Management application data migration issues. The migration scripts should be adjusted before starting IRM. Verify workaround as per Doc ID 1622589.1 in case.

  

Please make a database backup after each IRM phase. Especially before starting the Incremental Repository Merge from the Siebel Tools workstation and after completing this phase, pre and post having reviewed the object conflicts.