siebel crm 7.7 sea zu 8.1 sia upgrade · pdf filesiebel data itself . siebel file system ....
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Infra- structure
Develop-
ment
Orga- nization
Database
Upgrade
LINUX Doc
Server
Scrum
User Stories
Adresse Modell
merge
partitioning
clob
What‘s coming in the next 30 min
HA
The customer System
Oracle Weblogic • Main System to
drive the Webpage and contains most of the process logic
Webmethods • Drives Batch
Import / Export processes.
Oracle Database • 2 Instances
• one for Siebel and • one for core
Loyalty Management
Oracle Siebel • Contains all person
and Partner related Information drives the most of the communication Processes and the Call Center UI
The Siebel Part of the System
Processes
• MDM • Claim Management • Fulfillment
Main Data
Entities • ~ 30 Mio. Contact‘s records • ~ 200 Mio. Service Request‘s records
• ~ 200 Mio. Action‘s records
• Lead to ~ 1,7 TB of data
Siebel 7.7 SEA
Callcenter
Oracle Siebel • Contains all person
and Partner related Information drives the most of the communication Processes and the Call Center UI
The History of the System 2000
• inital setup with 7.0 SEA as a split of the core Loyalty system and a replacement for the c++ Call Center frontend
2005 • upgrade to 7.7 SEA
2013 • Hardware refresh and virtualisation of the Server
2014 • Upgrade to 8.1 SIA
Why Upgrade Lock in IE6
Lock in Windows Server 2003
Development lock on XP Clients because of Siebel Tools
Out of Support
This leads to a technical Upgrade
But there is something IN for the Business
a) • Support again
b) • more options (new features)
c) • more secure
d) • less TCO
Out business targets
short Downtime ( < 24h)
quick golive
Do not stop development Basically no impact to the business
Our nice to have targets
Case Insensitive
Linux Server OS
Open UI TAF on Database
consolidated Table spaces
get rid of LONG
columns
Partition big tables
aA Ba
consequences Linux Servers need a new Correspondence Solution
Database size and Downtime window doesn't fit in standard upgrade Process
Correspondence Linux server OS needs a replacement for the Doc Server which opens MS Word on the Server in the background
Keep one Win. Server
• nothing special for the upgrade Project
• Increases the amount of Server we need for DEV, TST, INT, PRD
Move to BI Publisher
• proposed Oracle replacement of Doc Server
• fit‘s perfect in the Weblogic architecture
• a small Project Itself • heavy footprint just
to replace some Fields
• no license Migration possible
C4
• Powerful 3rd party solution
• a small Project Itself • heavy footprint just
to replace some Fields
• needs licenses
Own simple Solution
• simple to implement • just development
costs • no UI change
necessary • home build
+ +
+
+
X X
X
X
X
X
+ +
X
X +
Our owen solution
Done
Some eScript in
the Correspond
ence BC
JAVA driven Business
Service based on CLASS
CSSJavaBusinessService
Thinks to care about: • Session management • More than one server • No interaction with the
Siebel data itself
Siebel File System migration SMB to NFS
• Windows has SMB • Linux has NFS
Why?
• With a temporary change on the old system
We moved this out of the Migration Weekend !
Siebel FileSystem migration
� Clone virtual disk on windows VM � Move this clone to the Linux vm and mount
them � Local copy of the files from SMB to NFS
disk � delete SMB Clone Disk � Enable SMB share for the NFS disk � Final sync with rsync over network and
reconfigure Win Prod. Env. to use new File system
� New Linux based Siebel could use the migrated FS as well
7.7 win
8.1 Linux
High Available Setup During Data Center migration and virtualization we replaced the Siebel Server cluster with VMware restart for HA.
High Available Setup
• reduce load and risk from gateway VM • Simplifies the architecture
With Siebel 8.1 on Linux we bring the SWSE directly to the Object Manager.
New UI
• Main Reason is all our automated Test cases are written for HI.
Keep the HI Version for the core Users
• feedback is very good
But we enable and rollout the Open UI for admin and Back office User
The Bowser Problem Browser HI Open UI
IE 7 � Works but very slow
IE 8 � Not out of the box* Works but too slow
IE 9 Works but too slow
>= IE 10 �
Firefox �
Chrome � (political difficult)
SEA to SIA • SEA no longer available
Why
• We know we need a 2 Step Upgrade but
What's the way?
SEA 7.7 SIA 7.7 SIA 8.1
SEA 7.7
SEA 8.1 SIA 8.1
or
SEA to SIA
Simple and stupid answer The Upgrade routines and scripts are 10 years younger
and in a better shape.
SEA 7.7
SEA 8.1 SIA 8.1
SEA 7.7 > SEA 8.1 > SIA 8.1
No Problem for DEV But needs far to
match time for Production.
2 Step Migration
Custom Production Migration � Copy Production to Integration (Customizing freeze on
Production) � Migrate Integration Environment as normal � Test it (fix seed data problems) � Dump all repository and config tables with oracle Tools from
Integration
� Import the repository and config dump during Production Downtime
� Run merged 2nd Migration in one Step (without Repository and Seed data Import)
Address Model • Siebel 7.7.x uses a 1:M relationship to store addresses • Two tables hold
• a. For each Account, Partner, Organization, there can be many addresses • b. For each Member, Contact, User, there can be many addresses
SEA 7.7 Address Model
• Siebel 8.1.x uses a M:M relationship to store addresses • One table holds address information
• For each Account, Partner, Organization, Member, Contact, User, etc. there can be many addresss
• For each Address, there can be many Accounts, Partners, Orgs, Members, Contacts, Users, etc.
SIA 8.1 Address Model
Capability exists to manage addresses in a new way...
Sie
bel 7
.7 A
ddre
ss M
odel
ACCOUNT S_ORG_EXT
218K
ADDRESS S_ADDR_ORG
230K
CONTACT S_CONTACT
29 Million
ADDRESS S_ADDR_PER
51 Million
Address Model Our Case
Sie
bel 8
.1 A
ddre
ss M
odel
ACCOUNT
S_ORG_EXT 218K
INTERSECTION S_CON_ADDR
51 Million
CONTACT S_CONTACT
29 Million
ADDRESS S_ADDR_PER
51 Million
Address Model Our Case
Decision we stay with the old 1:1 address Modell for CONTACT
Database migration
0
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1600
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15 table contain 90% of the data ! So take care about them and use the standard approach for all others!
# tables
Siz
e (G
B)
Special Database-related Goals Partitioning of large tables
Compression of large tables
Conversion of data type LONG to CLOB
Cleanup of tablespaces: from 6 different TSD/TSI tablespaces to 2 central tablespaces TS_DATA, TS_INDEX
Data cleanup and consolidation
• Easier to manage by the DBA‘s • Compression • Partition pruning • House keeping
Why
• Siebel since rel. 77 • But still no way to do it by the DDLSYNC
Supported
• We have to do it manually including local Indexes • DBMS_redef for the big ones
How
Partitioning of large tables
Special Database-related Goals
• LONG since Years deprecated • Difficult to manage with SQL • Limited Size
Why
• CLOB could since Siebel 8.0 managed in the Siebel Repository • But no auto conversion!
Supported
• Manually alter table mytable modify (long_column clob); work‘s if you have the tempspace and the time
• Use Dbms_redef for big ones
How
Remember the 128 KB record size in Siebel BC Layer
Special Database-related Goals
Conversion of data type LONG to CLOB
Cleanup of tablespaces: from 6 different TSD/TSI tablespaces to 2 central tablespaces TS_DATA, TS_INDEX
• Consolidation of table spaces to decrease the management amount
Why
• needs a lot of extra IO and time but the upgrade is one of the less situation where you could do this. Normally no one will touch them.
• Alter Table move table space for the small table • Drop and recreate for the empty ones • DBMS_redef for the big ones
How:
Special Database-related Goals
DBMS_REDEFINITION Solved all our ToDo’s for the 20 big tables in on step
• New table space • Allready partitioned tables • Create local and global indexes • Do some “case when” data cleansing • Created new default values
Moved data to
Everything online in the background during the running Siebel 7.7 System
• Final sync • End (exchange SEA77 table with SIA81 table)
During the downtime just
How we tested Main Problem where get a Production like Database with enough Disk space
Customer has „spare“ Exadata V1 with had sufficient storage space for holding the relevant Siebel tables � Production Data was copied on the EXA with data pump � Install small Siebel Installation to run the Siebel upgrade � Set Restore point � Run custom and standard scripts � Check results � Tune scripts � Flashback restore to (3) We have done (4) to (7) several times to fix bugs and tune the Process
Fun Fact The 5 year old Exadata V1 could still compete with our 1 year old Production Database from a different Vendor
Side note To bring the production Database on the same level as the EXA V1 We have to give them as match as SGA as possible (120 GB)
How we tested II
• migration of 2 of the 3 Development Systems and • all 3 Test systems and • the Integration Environment
The complete Upgrade Process and the functional test was done by
DBMS_REDEFINITION: Oracle mechanism for redefining tables online
• Create new empty table (stage table) with appropriate layout, storage properties, and indexes
Step 1
• Define column mapping
Step 2
• Start redefinition process using package DBMS_REDEFINITION
Step 3
• Copy table dependents (optional): trigger, constraints, indexes
Step 4
• Finish redefinition process
Step 5
• Cleanup / drop original table
Step 6
Vergleich: Standardvorgehensweise – Unser Ansatz
Datenmodell Änderungen
Repository Import
Nach- arbeiten
DBMS_REDEFINITION Import Siebel
DOWNTIME (Tage)
DOWNTIME (Stunden)
D O N E
D O N E ONLINE
Siebel Standard Upgrade
Unser Ansatz
Datenmodell Änderungen
Repository Import
Nach- arbeiten
Nach- arbeiten
SEA 7.7 -> SEA 8.1 SEA 8.1 -> SIA 8.1
Scrum 150 User Stories grouped by
• Test Interface A • Test Screen B • Test Smart Script C
Testing
• Setup Development • Setup Production
Infrastucture
• S_CONTACT • …
Database
Burn Down With this Use Cases and our initial estimation we could track our progress in a scrum like way over the 6 month which we need for the Upgrade