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Installing and Configuring the Siebel Server

This section provides instructions for installing the Siebel Server.

There are several prerequisites for launching the installation wizard:

Optionally, Siebel Enterprise Server components can be installed together in one installer session. For example, if you install the Siebel Server and Siebel Database Server in one session, the installation flow will be a combination of the steps listed in this topic and the steps listed in Installing the Siebel Database Server on the Siebel Server.

In most cases, the installation should be performed by a nonroot user for simpler administration and maintenance.

NOTE:  Whether you install as root or as a nonroot user affects how you would configure autostart for Siebel Server, as described in Configuring the Siebel Server for Automatic Start on AIX and Configuring the Siebel Server for Automatic Start on HP-UX and Solaris.

Before you install Language Packs, see the information about code pages in Planning RDBMS Installation and Configuration, and see Siebel Server Installation Requirements.

If you are installing from a remote machine, or using X-connectivity software to access a UNIX machine from a Windows machine, see also Installing from a Remote Server Machine.

NOTE:  The following procedure is for installing the base product. For patch installation instructions, refer to the Maintenance Release Guide provided with the patch. See also About Installing Siebel Releases.

To install and configure a Siebel Server

  1. Stop all Siebel Server processes except the one for Siebel Gateway Name Server.
  2. (AIX only) Verify that the login ID performing installation has permission to run slibclean by asking the administrator to change the permission as follows:

    chmod 6555 /usr/sbin/slibclean

  3. Log on to the server, using the Siebel user account that you recorded in the copy you made earlier of the worksheet in Deployment Planning Worksheet.

    NOTE:  If a Siebel Server is installed by root, then only root can stop and start the server. Use a Siebel account other than root that has the correct authorizations to install. For more information on creating Siebel accounts, see Creating the Siebel Service Owner Account.

  4. Open a new shell and navigate to the Siebel image location for the current software version. Then navigate to the directory where the installer is located.

    For example, for Solaris, navigate to Siebel_Image/Solaris/Server/Siebel_Enterprise_Server.

    where:

    • Siebel_Image = The directory for your version-specific Siebel network image, such as
      /Siebel_Install_Image/7.8.2.0.
  5. Unset any Siebel-specific environment variables. To view current environment variable settings, enter set (Korn shell) or env (C shell) in the shell window.
  6. Verify the directories and permissions to those directories into which you will install the product. You must have write and execute permission.
  7. To start the Siebel Server installation process, enter the following command. Optionally, append any flags described in Additional Flags for Installation Commands.

    ./setupUNIX_OS

    where:

    • UNIX_OS = Your UNIX operating system, such as sol (Solaris), hp (HP-UX), or aix (AIX)

      The Installer Welcome screen appears.

  8. Click Next.
  9. Depending on whether you are installing your Siebel Server files for the first time or adding a new language to an existing instance, take the appropriate action, and then click Next:
    • To install the server software in a new instance, or to install the Siebel Server in the same location where you previously installed Siebel Gateway Name Server, select None as the default and click Next. Proceed to Step 10.
    • To install a new language in an existing instance, select the displayed instance and click Next. Proceed to Step 14.

      For additional information about installing multiple Language Packs, see Siebel Server Installation Requirements.

      The Installer Path screen appears.

  10. Enter the fully qualified path to the installation directory and click Next or choose a different directory by taking the following steps:
    1. Click Browse and navigate to the installation directory.
    2. Record the fully qualified location that you recorded in Deployment Planning Worksheet.

      The directory name should be standard alphanumeric characters, including the underscore. No other characters or spaces are allowed.

  11. Click Next.

    The Installer Product Selection screen appears.

  12. Choose the option to install the Siebel Server, and click Next.

    Alternatively, you can install multiple Siebel Enterprise Server components. If you install more than one component at once, the Siebel Enterprise Server installer and the Siebel Software Configuration Wizard prompts you for the installation parameters of each component individually and in the sequence required.

    For more information about different ways of deploying Siebel Enterprise Server components, see the Deployment Planning Guide.

    NOTE:  Before proceeding, review the preinstallation requirements for each component you plan to install and perform any necessary preinstallation tasks. See Siebel Server Installation Requirements and other applicable sections.

    The Setup Type screen appears.

  13. Choose the type of installation to perform from the following options and click Next to continue:
    • Typical. Installs all Siebel Server components.
    • Compact. Installs only those components necessary to run the Siebel Server, but no additional components or help. This selection is not supported for the Siebel Server.
    • Custom. Lets you customize your installation by choosing the specific components you want to install.

      The Custom option allows you to clear any specific server components (listed as follows) that you do not want to install:

      • Siebel Server Executables
      • Siebel Server Core Components
      • Siebel Server Remote Components
      • Siebel Server Object Manager
      • Siebel Field Service Components
      • Data Quality Connector

        CAUTION:  Do not clear Siebel Server Executables, Siebel Server Core Components, or Application Object Manager, or your Siebel Business Applications will fail.

        The Installer Language Selection screen appears, if you have not installed other components in this directory. Otherwise, proceed to Step 15.

  14. Choose the language or languages to install and click Next.

    All servers are installed with at least one primary (base) language. Additional languages can be installed at a later date, if desired. For more information on multilingual deployments, see the Global Deployment Guide.

    When installing languages at a later date, you must also reinstall any patch releases that were previously installed.

    For a list of supported code pages and encoding strategies, see System Requirements and Supported Platforms on Siebel SupportWeb.

    The installer displays the location into which it will install the Siebel Server and any other servers you have elected to install, and also the disk space required for the software you are installing.

  15. Click Next to copy the files for the selected products into the installation location. Alternatively, to change any settings, click Back, adjust your selections, and click Next to return to this screen.

    The installer proceeds to install the specified files.

    Which screen appears next depends on whether you are installing one or multiple languages.

    • If you are installing more than one language, the Primary Language screen appears. Proceed to Step 16.
    • If you are installing only one language, the Address and Port screen appears. Proceed to Step 17.
  16. Select the primary (base) language and click Next.

    This is the primary (base) language for your enterprise—the language in which you want your Siebel Server to run and in which you normally want to read messages.

    The Address and Port screen appears.

  17. Enter the address and port number of the Siebel Gateway Name Server and click Next.

    If you are installing the first Siebel Server for the Enterprise, the Component Groups screen appears.

  18. (Optional) You can optionally choose the component groups that you want to be automatically enabled at start-up of the Siebel Server. Then click Next.

    NOTE:  If you are installing an additional Siebel Server in an existing Enterprise, this step does not apply. Component group settings are inherited from the Enterprise. You can manually disable component groups after installation, using Server Manager.

    For example, if Mobile Web Client users must be able to synchronize with this Siebel Server, you must enable Siebel Remote. In general, you should enable component groups for any Siebel product modules you have licensed. If you do not enable component groups during installation, you can do so manually afterwards, using Server Manager.

    For a list of server component groups and their individual components, see the Siebel System Administration Guide.

    The Siebel Enterprise Name screen appears.

  19. Enter the name of the new Siebel Enterprise and click Next.

    The Siebel File System Path screen appears.

  20. Enter the path to the Siebel File System and click Next.

    NOTE:  The Siebel File System directory must already exist at this time. Create it if it does not already exist.

    The Description screen appears.

  21. Add a brief description of the Siebel Enterprise and click Next.

    The Synchronization Manager screen appears.

  22. Accept the default port 40400 for the Synchronization Manager, or change it to another port number that is not used, and click Next.

    The Data Matching screen appears.

  23. Choose the software this installation uses for data matching and click Next.

    The Database Selection screen appears.

  24. Choose the database for this Enterprise and click Next.
  25. Enter the appropriate configuration information for the database you selected and click Next.
    • Oracle. Enter the connect string appropriate for connecting to the database and proceed to Step 28.
    • DB2 UDB for UNIX and Windows. Enter the name of the database and proceed to Step 29.
    • DB2 UDB for z/OS. Enter the name of the database and proceed to Step 26.
  26. (DB2 UDB for z/OS only) Enter the database Schema Qualifier or Table Owner.

    (DB2 UDB for z/OS only) The SQL ID screen appears.

  27. (DB2 UDB for z/OS only) Accept the default or enter a new SQL ID and proceed to Step 29.

    (Oracle only) The Tableowner screen appears.

  28. (Oracle only) Enter the Tableowner Name.

    The database username screen appears.

  29. Enter the database username.

    The database user password screen appears.

  30. Enter the database user password and confirm.

    The Chart Server screen appears.

  31. Enter the Chart Server host name.

    The Chart Image Format screen appears.

  32. Select the desired Chart Image Format.

    The Encryption Type screen appears.

  33. On the Encryption Type screen, select the type of encryption that should be used for network communications (SISNAPI) between the Siebel Server and the Web server, and then click Next:

    NONE. No networking encryption. Select this option if you will be configuring SSL between the Siebel Server and the Web server. Later in the configuration process, you will do additional configuration for SSL, starting in Step 44.

    RSA. Required protocol if you will be using the RSA Security Systems strong encryption feature for data transport.

    NOTE:  The Siebel Web Server Extension must be configured to use the same protocol. For more information, see Installing the Siebel Web Server Extension.

    For more information on the options on this screen, see the Security Guide for Siebel Business Applications.

    The Siebel Server name screen appears.

  34. Enter a unique name for this Siebel Server.

    The Siebel Server Description screen appears.

  35. Enter a unique description for this Siebel Server.

    If you selected DB2 UDB for Windows and UNIX in Step 24, the DB2 client screen appears. Proceed to Step 36. Otherwise, proceed to Step 37.

  36. (DB2 UDB for UNIX and Windows) Enter the full path to the directory where the DB2 client software is installed.

    The Synch Manager port screen appears.

  37. Select whether or not to override the Synchronization Manager static port.

    If you select Yes, proceed to Step 38. Otherwise, proceed to Step 39.

    The port number override screen appears.

  38. Enter a new port number that is not used by any other components.

    The Search Server screen appears.

  39. Perform one of the following actions, based on your business requirements, and click Next:
    • Configure as a Search Server. Proceed to Step 40.
    • Configure to point to a Remote Search Server. Proceed to Step 41.
    • Skip. Proceed to Step 42.
  40. On the Siebel Search screen, enter the full path to the Siebel Search server (Hummingbird) installation directory. Proceed to Step 42.
  41. On the Remote Search Server screen, enter the hostname and the port number for the Remote Search Server and click Next.

    The autostart screen appears.

  42. Indicate whether or not this Siebel Server should be enabled for autostart.

    The Start the Server screen appears.

  43. Indicate whether or not you want to start the server.

    The Deploy Secure Sockets Layer in the Enterprise screen appears (in a different wizard).

  44. Select whether you want to deploy Secure Sockets Layer (SSL) in your Enterprise.
    • If yes, proceed to Step 45.
    • If no, proceed to Step 52.

      For more information about configuring SSL, see the Security Guide for Siebel Business Applications.

  45. On the Configuration Type screen, select the level at which you want to configure SSL, and click Next.
    • Configure Siebel Enterprise SSL. Configure the Siebel Enterprise Server to use SSL. These settings will be inherited by all Siebel Servers, unless they are configured individually.
    • Configure Siebel Server SSL. Configure an individual Siebel Server to use SSL.
  46. On the Certificate File Name screen, enter the full path to the certificate file you have already created and click Next.

    The CA File Name screen appears.

  47. Enter the full path to the CA certificate file you have already created and click Next.

    The Private Key File Name screen appears.

  48. Enter the full path to the Private Key File Name and click Next.

    The Private Key Password screen appears.

  49. Enter the password for the Private Key File and confirm it by reentering it.

    The Peer Authentication screen appears.

  50. Indicate whether or not you want to implement peer authentication by selecting yes or no.

    The Validate Peer Certificate screen appears.

  51. Indicate whether or not you want to validate peer certificate.

    The wizard displays the configuration parameters you have chosen on previous screen.

  52. Review these values for accuracy against the values in your copy of the worksheet in Deployment Planning Worksheet.
    • If you need to correct any values, click Previous to go back and fix the value.
    • When you are satisfied, click Next for the wizard to apply the settings.

      When configuration activities are completed, a message box appears with the following text:

    The configuration changes were applied successfully.

  53. To complete the installation, click Finish.

    The Finish screen appears. Your installation is not complete if this screen does not appear.

    
Siebel Installation Guide for UNIX: Servers, Mobile Web Clients, Tools