Siebel server cloning

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Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential2

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Purpose:This document provides an overview of features and enhancements included in Siebel Release 8.1.1.8 and applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this release, or implementing completely new Oracle developed products, and planning your I.T. Projects.

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Siebel Server Cloning

September 2012Agnes Zhang, Oracle Siebel CRM Product Management

Siebel Server Deployment

Installation & Patching

Server Configuration

- Gateway

- Siebel Server

- SWSE

- Gateway

- Siebel Server

- SWSE

1

2

Software/Patch Deployment

Server Configuration Deployment

Server Deployment3

- Software Binaries

- Patch Binaries

- Server Configuration

- Software Binaries

- Patch Binaries

- Server Configuration

- Software Binaries

- Patch Binaries

- Server Configuration

Host A

Host B

Host C

Target Environments

• Ease of Installation & Patching

• Ease of Server Configuration

• Ease of Server Provisioning

• Oracle EM Integration

Oracle Enterprise Manager4

Siebel Server Cloning

• Installation Cloning • Siebel server cloning• Enterprise cloning

• Patch Deployment• Capture installation changes• Apply changes to target environments

• Server Configuration Deployment • Extract server configuration settings• Migrate server configurations to target

environments

Siebel Server Cloning is available in 8.1.1.9+/8.2.2.2+ Innovation Packs.

Business Benefits

• Reduce total cost of operations of Siebel installation and patching

• Improve Siebel server manageability through faster and reliable server provisioning

Siebel Server Cloning

1

2

2Source Environment

Test Environment

Production EnvironmentStep 1: create snapshot from source

Step 2: apply snapshot to target

Prerequisites & Scope

• Prerequisites• JRE 6 is required on both Source and Target machines.• Source and Target directory structure must be same.• Configure database client on the target machine prior to cloning• Snapshot location must be accessible from Target machine.

• Scope• Includes Siebel Enterprise, Siebel Server and SWSE cloning

• Siebel Database Configuration Utilities, Siebel EAI and Siebel Management Server are also included if your Siebel Server instance already has these modules installed. Re-configuration of MS is needed on the target instance.

• Database & web server cloning is not included.• Manual Web Server cloning is needed on target machine before

application URL can be brought up.

Access Server Cloning Utility

Access Server Cloning Utility

Source Property Files: used for generating snapshot

Target Property Files: used for deploying snapshots to target environment

Usage: served as templates only. User should create their own property files.

Property File - Clone

Mode (clone)

Type (full, delta)

Snapshot Location

Delta Zip

Property File - Clone

Enterprise & Server Name

Export Enterprise

Export Siebel Server

Your Source Environment

Create Snapshot

On Unix: execute ./clone.sh <properties file>

Create Snapshot

Create Snapshot

Create Snapshot

Your Target Environment

Your Target Environment

Property File - Deploy

Mode (Deploy)

Type (full, delta)

Snapshot Location

Property File - Deploy

Import Enterprise

Import Server

Create Gateway

Deploy Snapshot to Target

• Add –invPtrLoc to register Oracle home into product inventory on target instance• On Unix: execute ./clone.sh <properties file> • AIX only: add –jreLoc

Your Cloned Environment

Your Cloned Environment

Usage Scenarios

• Full Clone: Siebel Gateway, Enterprise, Siebel Server and SWSE Logical Profile is installed on the same host. Clone the full deck from source to target.

• Delta Clone: Gateway, Enterprise, Siebel Server and SWSE Logical Profile is installed on the same host. Clone incremental changes from source to target.

• Single Enterprise, multiple Siebel Servers

Usage Scenarios

• Clone a Siebel Server and point it to an existing Siebel Gateway• Set up an instance where you have configured Siebel Gateway and

Enterprise (instance #3)• Clone Siebel Server from your Source instance• On Target/Staging machine, set create Gateway=N & Import

Enterprise=N• On Target/Staging machine, set Target Gateway Server Host Name in

property file and point it to instance #3• Import Siebel configuration. This will import Siebel configuration into

instance #3.

• Siebel Gateway is never get cloned. We either create a new one on target or connect to an existing Siebel Gateway.

Known Limitations

• Cloning will only clone the software and server configuration. After cloning, users need to manually create application shortcuts on target instance.

• Database and Web Server clone is not included.

• Make sure the clone utility on Unix has full execute permissions

• Server configuration cloning cannot be executed separately

Siebel Server Cloning

Server Cloning packaged separately

Templates provided out-of-the-box Source: 4 Target: 4

Supports end-to-end cloning process Installation clone Server config clone

Server cloning supports both full clone and delta clone

Testing Coverage

Platforms: all supported Windows & Unix platforms

Languages: ENU & primary non-ENU languages

Cloning Scenarios

Enterprise Server onlyEnterprise Server + Siebel ServerSiebel Server onlyMultiple Siebel ServersSiebel Web Server Extension only