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Installing the Siebel Server for the Document Server

This task is a step in Process of Setting Up the Document Server.

Install the Siebel Server on the dedicated host machine of the Document Server. For general information about installing the Siebel Server, see Siebel Server Installation Guide for Microsoft Windows.

During installation, you have the option to enable component groups. Select the Siebel Documents and the System Management component groups. Do not enable any other component groups. (You also need to make sure that Siebel Documents component group is not enabled on your main Siebel Server.)

Enabling the Siebel Documents component group can also be performed after installation is complete, as described in the section Enabling the Component Group for the Document Server.

NOTE:  Whenever the Siebel Server is restarted, the Document Server must also be restarted after the Siebel Server has been brought up.

Make sure that you use the same SRF file on your Document Server as you use on your other Siebel Server. If you update one SRF file, remember to update the SRF file on all your Siebel Server machines, including the Document Server.

Installing the Siebel Server in a Heterogenous Environment

There are some special considerations for setting up the Document Server (Windows platform) when your main Siebel Server runs on a UNIX platform.

There are two approaches you can use:

• Install third-party mounting software, such as Samba, to allow the Document Server (Windows platform) to access the Siebel file system on the UNIX platform.
• Disable the File System Manager Server component on the Document Server (Windows platform)

Procedures describing both these approaches are given here.

NOTE:  The Siebel File System Manager and the physical file system should be on the same platform if no cross-platform mounting tool is used.

To set up the Document Server in a heterogeneous environment using third-party mounting software

1. Install third-party software, such as Samba, that will allow the Windows machine to access the Siebel file system on the UNIX machine.
2. Make sure that the enterprise parameter Siebel File System on the Siebel Server on the Windows machine points to the Windows share for the Siebel File System on the UNIX machine.
3. Make sure that the Siebel Documents component group is disabled for the Siebel Server on the UNIX machine.
4. Before you install the Siebel Server (the Document Server) on the Windows machine, make sure that the Siebel Gateway Name Server and the Siebel Server are up and running on the UNIX machine.
5. During installation of the Siebel Server on the Windows machine, enable only the Siebel Documents and the System Management component groups.

To set up the Document Server in a heterogeneous environment without third-party mounting software

1. Make sure that the Siebel File System enterprise parameter is set to the full path of the Siebel File System on the UNIX machine.
2. Make sure that the Siebel Documents component group is disabled for the Siebel Server on the UNIX machine.
3. Before you install the Siebel Server (the Document Server) on the Windows machine, make sure that the Siebel Gateway Name Server and the Siebel Server are up and running on the UNIX machine.
4. During installation of the Siebel Server on the Windows machine, enable only the Siebel Documents and the System Management component groups.
5. On the Siebel Server (the Document Server) on the Windows machine:
   1. Disable the File System Manager Server (alias FSMSrvr) component.

      NOTE:  For information about re-enabling components, see Siebel System Administration Guide.

   2. In the Enterprise component definition, for the Document Server component, set the Siebel File System component parameter to *FSM*
   3. Synchronize all components.
6. Restart the Siebel Servers on the UNIX machine and on the Windows machine.