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Siebel CRM 17.0 Webcast Series
Application Migration
Anil Billapati
Director, Development
June, 2017
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Siebel CRM Webcast Series – Innovation Pack 2017
Date Topic
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Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Agenda
1 Migration Challenges
2 Application Migration – IP2017
3 Demonstration
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2. Customization & Development
Modern Business Agility 6. Training & User Acceptance
• Parallel Development
• Siebel Composer •UPT Enhancements for granular
1. Installation, Upgrade • Safe Boot for quick restore user action tracking
• Siebel Approval Manager
• CHEF on Oracle Cloud
Siebel Instance in < 1 hr
5. Testing -
Manual & Automated
3. Provisioning •Built-in Test
•Browser based setup Automation
•Siebel Test Execution
Jenkins Plugin
8. High Availability
Scale up/down
• Dynamic enterprise registry 4. Deployment
7. Move to Production
• Dynamic Gateway
•Simplified Dev-2-Prod & • Unified User, REST & SOAP
Dev-2-Test via browser interface
based application
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2. Customization & Development
Modern Business Agility 6. Training & User Acceptance
• Parallel Development
• Siebel Composer •UPT Enhancements for granular
1. Installation, Upgrade • Safe Boot for quick restore user action tracking
• Siebel Approval Manager
• CHEF on Oracle Cloud
Siebel Instance in < 1 hr
5. Testing -
Manual & Automated
3. Provisioning •Built-in Test
•Browser based setup Automation
•Siebel Test Execution
Jenkins Plugin
8. High Availability
Scale up/down
• Dynamic enterprise registry 4. Deployment
7. Move to Production
• Dynamic Gateway
•Simplified Dev-2-Prod & • Unified User, REST & SOAP
Dev-2-Test via browser interface
based application
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Application Migration
Development to Test to Production
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Migration Challenges
• Cost of Planning for an application
roll out
– Dev – Test – UAT – SIT – Prod
• Cost of Resources & Infrastructure
– Identifying and Managing Versions
• Software Tools for Migration
– Silo solutions for specific artifacts
– No unified interface
• Zero downtime Migration
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Siebel Migration – IP2017 vs. IP2016
IP2017 – Migration Application
IP2017 IP2016 IP2016
–Command Line Batch Scripts
Migration Application Upgrade Config Upgrade Config
Provisioning Installation • Unified Application • No single interface
• Enable process modeling • No continuity
& automation using • Manual steps
Migration Plans
• Leverage
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Repository & Seed Migration
Design: Separation of Concerns by Repository Type
Design Time
Repository Design Time (Repository + RR + Seed) Design Time
• Design Time definitions of
Repository
1. Repimexp (S/T)
Repository 2. Ddldict (S)
3. DdlImp (T)
4. EAI OM
Dataseed (S/T)
EAI OM
(SOAP)
Required DR 5. Dataimp (S/T)
(SOAP)
6. DBCheck
• Workflow Required DR
• Manifest
• Dock Objects
• AM Rules
Full RR (RR + Required DR + Seed)
1. Repimexp (S/T)
2. Ddldict (S)
3. DdlImp (T)
4. EAI OM
Dataseed (S/T)
EAI OM
Runtime 5. (SOAP)
Dataimp (S/T)
(SOAP)
Repository 6. DBCheck Runtime
Repository
•RR definitions
•Logical Schema
Incremental RR (RR + Required DR + Seed)
1. Repimexp (S/T)
2. Ddldict (S)
3. DdlImp (T)
4. EAI OM
Dataseed (S)
EAI OM
(SOAP)
5. Dataimp (T)
(SOAP)
6. DBCheck
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Migration Implications To Business
Time Cost Culture
• Longer time to market • High up-front costs due to • Continues to empower
(initially) due to the work automation work developers,
required to automate administrators, business
• Low ongoing costs
analysts
• More builds / faster time- because routine
to-market for incremental operations are automated • Automation increases
features operational efficiencies
• High & unpredictable • Distracts developers from
downtime developing code
• Cost / Effort of identifying
tooling
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Business Value is Driving a Unified Migration Strategy
Faster Time-to-Market Cost Focus on Business Value
• Increase frequency of • Lower Training Cost on • Allow high value
releases Migration Tools employees to focus on
higher value activities
• Increase accuracy of • Prevent humans from
releases - avoid downtime making costly errors • Nobody benefits from
• Reduce the time it • Reduce downtime, which doing low value activities,
like setting up Migration
actually takes to perform saves money
infrastructure, identifying
a release • Automate what was tools and processes
• Unified interfaces for Silo previously done manually
migration Tools reduces OPEX • Increase value with DevOps
integration
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Siebel Migration
Siebel Migration
• Web application for Migration Application
Catalog
Repository Data Bus. Service
UI
– Secure and Standards based Server Config File System Migration
• REST Services
– Database Utilities – Exposition of Siebel Database
utilities for Schema, Repository, Seed and Siebel Database
Application
Utilities -
Transactional data Siebel Backend Schema,
Deployment Web Artifacts
Prepare
Lightweight
EAI OM
UI, EAI, EAI OM Manager
EAI(ADM)
OM – EAI&OM
Deploy Siebel Anywhere
EAI OM –
EAIREST
OM Repository,
– Application Deployment Manager – Data (SOAP)
(SOAP)
EAI OM
(SOAP)
Transactional
(SOAP) &
EAI
TransactionOM
(SOAP)
(SOAP)
& Migration
Data EAI OM
– CSS(SOAP)
& HTML
(SOAP)
EAI OM
Files (SOAP)
Transfer
(SOAP)
Seed Data
Transformation and Migration
– File Transfer using Lightweight Siebel Anywhere
– Web Artifacts Prepare & Deploy e..g, CSS, HTML etc.,
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Application Migration Setup
Artifacts
Configure
Connection
Plan
Migration Plan
Execute
Migration Plan
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Migration Resources – Functional Usage
Schema Service
• Migrates the Siebel schema. IRR migrates Modified Schema. DRR or Full RR migrates entire schema
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Migration Scenario – Role Play
Role = Developer Role = Project Manager Role = Administrator
• Adding Repository to • Planning for Production • Prepare Migration Plans
Opportunity Navigation Readiness • Setup for Migration
• Adding/Updating a • Planning Test to UAT • Administering and
Workflow – User Interact
Monitoring the Migration
• Update Seed Data
• JS, CSS changes
• Application Data for
testing in Test, UAT
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Configuring Migration App
• Ability to create and deploy a Migration
Profile
• Configuring the host for authentication
• Supports Basic, SSO Authentication
• Supports configuration on MSSQL,
Oracle, DB2
• Ability to enable log levels
• SSL is supported by default
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Pre-seeding Migration – Embedding Siebel Applications
• Pre-seed data required for Migration
– Migration Rules for DB Utilities
• Data Export (dataexp.exe)
• Data Seed (dataseed.exe) – With Transformation
– Application Deployment Manager – Projects
• Siebel Application for pre-seed is
configured in SMC
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Process Orchestration
• Governance model for the migration is
managed by Process Sequence
• Migration process chaining is managed across
Source and Target
– Export on Source or Target / Import on Source or Target
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File Prepare & Deploy
• Web artifacts – JS, CSS, HTML files are
prepared in source and deployed in target
• Supports deployment between 1:1, 1:M
application interface nodes
• Dynamic identification of application
interfaces from Cloud Gateway
• Leverage manifest and checksum to
identify modifications
• Prepared files are transferred using the
File Transfer Service
• File Deployment is daisy chained via REST
Infrastructure
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Application Data Service with Transformation
• Ability to define, associate, execute rules
for transformation for data Import/Export
utilities Define
Apply Data
Update Export Data
Transform
• Transformation rules have to be applied Actions
on the Source DB
• Transformation rules are canonical Data Extraction
Siebel Server
• Transformation rules are DB Agnostic Rules applied on
Migration Rules Transformed
data in the UTL
• INP and RUL Files authored will be Update Action
Layer
Data Exported
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Demonstration
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Demonstration
• Creation of Migration Profile using SMC
• Migration Application
– Create Connection
– Create Migration Plan
– Execute Migration Plan
– History of Execution
• Migration Flow covers
– Homepage Dashboard artifacts (includes Runtime, files like css, images etc)
– Application Data e.g., Responsibilities
– Products and Pricelist Migration using ADM (includes Transformation)
– Workflow Migration (Go Button for Customer Directory)
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Discussion
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Modern Business Agility – 17.x
Innovation Modern Agility Limitation / Pain Points Solved
No Tools install, no web files, no SRF, no downtime. Faster
Siebel Composer Siebel CRM configuration in real-time through the browser.
developer onboarding, more intuitive UX
Logical and team-based approach to development with
Workspaces Check-in/out, Object locking, DB Extract
parallel development and complete governance
Complete solution for automated testing in Siebel CRM. Removes the need for 3rd party tools. Ability to edit/re-
Automated Testing Suite
Intuitive UX for Record & Playback of test scripts use recorded scripts. Huge saving on T&E
Accurate picture of application usage and potential impact
Usage Pattern Tracking Ability to track all application user and systematic behaviours
of configuration changes and test effort
Single browser based application to manage all migration Simplified UX and no need to run individual command line
Application Configuration
and provisioning scripts
New Siebel Gateway and Siebel Web Server Extension -more Java based 64 bit components unifies all channels, UI,
Dynamic Enterprise Registry
dynamic configuration changes and deployment. REST, SOAP, DAV into a single stack / single URI format
Add / remove Siebel Servers to the enterprise as the need
Dynamic Gateway Dynamic application system configuration
demands, without incurring downtime.
Simplified and centralized system for organizations to Complete view across multiple development tracking
Approval Manager
manage team-based application development systems to organize and speed up projects
Bi-directional api to future-proof Siebel CRM integration Ability to integrate with applications built on more recent
Open REST api
platform web service standards
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Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.
Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Restricted 27
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Supported Upgrade paths for 17.0 Release
Source Target Binary and DB
IRM Approach Description
Version*** Version Upgrade
1. Run the 17.0 installer to install the 17.0 binaries
16.0 – 16.x SIA 17.0 SIA X Single Step Incremental Upgrade 2. IRM (Incremental Repository Merge) MUST be used to uptake the Innovation
Pack and 17.0 content
1. Run the 17.0 installer to install the 17.0 binaries
15.5 – 15.x SIA 17.0 SIA X Single Step Incremental Upgrade 2. IRM (Incremental Repository Merge) MUST be used to uptake the Innovation
Pack and 17.0 content
1. Run the 17.0 installer to install the 17.0 binaries
15.0 – 15.4 SIA 17.0 SIA X Single Step Incremental upgrade 2. IRM (Incremental Repository Merge) MUST be used to uptake the Innovation
Pack and 17.0 content
8.2.2.0-8.2.2.4 SIA 1. Run the 17.0 installer to install the 17.0 binaries
17.0 SIA X
8.2.2.14 SIA Single Step Incremental upgrade 2. IRM (Incremental Repository Merge) MUST be used to uptake the Innovation
8.1.1.0-8.1.1.14 SIA 17.0 SIA X Pack and 17.0 content
8.0.x SIA & SEA 17.0 SIA X Two-Step Upgrade: 1. Perform full upgrade to 8.1.1 SIA base release
1) 7.8.2 /8.0.x SIA -> 8.1.1 SIA (Upgrade) 2. Perform IRM patch from 8.1.1 SIA to 17.0
7.8.2.x SIA & SEA 17.0 SIA X 2) 8.1.1 SIA -> 17.0 SIA (IRM
Two-Step Upgrade: 1. Perform full upgrade to 8.1.1 SIA base release
7.5.3.x SIA
17.0 SIA X 1) 7.5.3 /7.7.2 SIA -> 8.1.1 SIA (Upgrade) 2. Perform IRM patch from 8.1.1 SIA to 17.0
7.7.2.x SIA
2) 8.1.1 SIA -> 17.0 SIA (IRM)
Two-Step Upgrade: 1. Perform full upgrade to 8.1.1 SEA base release
7.5.3.x SEA 2. Perform full upgrade patch from 8.1.1 SEA to 17.0
17.0 SIA X 1) 7.5.3 /7.7.2 SEA -> 8.1.1 SEA (Upgrade)
7.7.2.x SEA
2) 8.1.1 SEA -> 17.0 SIA (Upgrade)
***For more information on SEA and SIA Siebel releases, please refer to My Oracle Support article 549361.1
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Appendix
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Migration Rules
• Ability to declaratively author the
transformation Rule and Input for utilities
• Ability to validate the Rules that are
defined in the Rules Expression
• Ability to export the Rules and INP
expressions
• Ability to create .INP and .RUL files with
the Export
• INP and RUL Files authored will be
persisted in the database
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Siebel Migration Architecture
Define Execute
Configure
• Data migration, simplified Connection
Migration Migration
Plan Plan
• Seamless access to data sources via
REST
Migration Server
Connection Resource Process
Framework
• Straight Through Process (STP) Migration Audit
Trails
Siebel Server
Service Deployment
• Incremental Repository Manager (ADM)
• Data Export/Import
• Consistent Security model for Process Orchestration, Error Logging, Status Tracking
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DB Utilities, ADM as REST Services Siebel Migration
Application
REST Endpoints
• DB Utilities and input parameters are Business Services – Business Services -
configured as Business Service User ADM Projects DB Utilities
E E E
A A A
I I I
Target Enterprise
EAI Object Manager
Business Services -
DB Utilities
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DB Utilities – Execution Fetch Extract Transfer Import
• Process Management
• Get • Invoke DB • Transfer of • Import
Supported Utility on data using data at the
Resources the Source respective Target
for DB to extract transfer using
– Status is enabled for monitoring Process Utilities Data mechanism respective
• Apply Rules mechanism
crash, interruptions
– Notifications are enabled to ensure Migration Migration Migration
Server / REST
App Invocation
Plan completion Engine
Get Log
Log
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Application Deployment Manager with Transformation
Source Environment
• Ability to transform the data before importing it
into target environment Define Transform Execute
transformation rule
Data
• Enhanced ADM to read the EAI Data Map, perform Transfer
over HTTP
the transformation at the source before sending it Target Environment
to the target system
Fetch Upsert
• Operating System Agnostic. Example, we can
migrate the data from Solaris to Windows • Read the Data • XML to Hierarchy
from Source • Invoke "Upsert"
• Database Agnostic. Example, we can migrate data method from "EAI
Siebel Adapter"
from Oracle to SQL Server Service
• Notify Source
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File Transfer Service Export
(RESTful
Transport
Files (RESTful
Import
(RESTful
Service) Service) Service)
1. Export utilities are invoked (1) & (2)
– Files are generated
– Status and Log is notified
Siebel Object
2. Transport Files via Migration Server (3), (4), (5), (6) & (7) Manager Siebel Object Manager
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Security Models
• Security model of the migration servers
have to be applied uniformly in all the
enterprise servers and migration server
• Higher security enterprise (Prod) will take
the precedence over lower ones in
deciding the security mode
• It needs to be considered from Prod to Test
to Dev
• Basic, SSO are the supported
authentication models
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Status Tracking & Logging
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Archiving Migration Plans
• Transient files of migration plans executed
are stored in dat, rul, inp, schema, log and
Other (JS, CSS, HTML)
• Archived files will be organized by Migration
Id for future references
• Migration server supports both manual or
automated archiving
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Customization & Extensibility
• Enabling a utility as a REST Resource to be • Adding a new service to Process Sequence
invoked by Migration Client – <Name of Bs>,<Export method name>,<Import Method
Name>,<Status Method Name>,<FileTransferRequired Y\N>
– Create a Business Service based on
CSSExecuteGenericService • <Export method> will be invoked on Migration Source.
– Add User Properties to define the executables viz., • <Import method> will be invoked on Migration target.
SWTtoCLOB.exe • If any one of the method name is blank, the invocation
– Add User Properties to define the CLI arguments for the will done on source or target accordingly.
executable • <Status method> will be invoked for both Export and
Import method to poll the current status of execution.
– For 1 or more executables in a service, user needs to call
prepare and execute method thru escript, with inputs • If <status method> is not provided, then export/import
methods are assumed to be sync methods and status will
– Status tracking requires User Properties not be checked. Execution will continue based on HTTP
– Follows Asynchronous interaction pattern response code.
– Enable Business Service Access • <FileTransfer Required> is mandatory to indicate if File
Transfer is required after Export operation.
• [File Transfer Resource] section includes the file transfer
utility BS.
• Existing BS entries and sequence should not be modified.
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Migration Service Catalog Glossary
Service Name Method Name Windows Utility Name Unix Utility Name Required Inputs
Migration Data Service Export, Import, GetStatus dataexp, dataimp dataexp seed.inp file to be available in SIEBEL_FILESYSTEM/att/migration/data
Migration File Service Prepare, Deploy, FileExportImport.jar FileExportImport.jar filemig_config.properties - Include & Exclude expression
GetStatus Manifest.txt - Files that are changed
Migration Repository Export, Import, GetStatus repimexp repimexp Migration App will send the required input (Username/Password) and all other details are taken
Data Service during the code execution
Migration Incremental Export, Import, repimexp repimexp Execute Watermark Bus Svc
Repository Data Service GetWatermark, Pass the Watermark value to RepImExp
GetStatus Note: All these tasks are done automatically in Migration Application
Migration Schema Export, Import, GetStatus ddldict, ddlimp ddldict, ddlimp TableOwner UserName / TableOwner Password will be prompted to be entered in the Migration
Service Application
Migration Application Export, Import, GetStatus dataseed, dataimp dataseed, dataimp INP & RUL files are authored/generated from the Siebel Application (Application - Admin -
Data Service Migration Rules). The sample file is available in the below section
seed.inp file to be available in SIEBEL_FILESYSTEM/att/migration/data
useed.rul file to be available inSIEBEL_FILESYSTEM/att/migration/data
Migration ADM Service Migrate, GetStatus NA NA ADM Projects (To be defined in the SIebel Application - Application Deployment Manager -
Deployment Projects)
The Migration app will show only the Enabled Projects.
Migration Runtime GetRRInfo, GetWatermar repimexp repimexp Execute GetRRInfo Bus Svc and get Workspace,language and version for watermark svc.
Repository Data Service k, Export, Import, Execute Watermark Bus Svc with workspace,version and lang
GetStatus Pass the Watermark value to RepImExp
Migration Application GetWatermark, Export, dataexp,dataimp dataexp,dataimp Execute Watermark Bus Svc with workspace ids and timetamp for start and enddate
Workspace Data Import, GetStatus Export:Pass the Watermark value to dataexp get the tracking id
Service Import:Pass the tracking-is as filename to dataimp
GetStatus: Pass the tracking id
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