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Installing the Siebel Report Server Access

Siebel Report Server Access consists of libraries used by the Actuate e.Reporting Server to communicate with the Siebel Server.

You must install Siebel Report Server Access on the same machine on which you installed Actuate e.Reporting Server.

Siebel Report Server Access also contains report executables, customized Active Portal templates, and the Active Portal Security Extension library.

Install the Siebel Report Server Access using the user account set up during the Actuate e.Reporting Server installation.

CAUTION:  Before starting the installation, make sure that Tomcat and the Actuate Process Management Daemon are stopped.

To install the Siebel Report Server Access

  1. Create an environment variable, AC_SERVER_HOME, in the account's profile file or cshrc file that points to this directory.

    2. For example, in the profile file, input:

    AC_SERVER_HOME=/export/home/actuate/AcServer
    export AC_SERVER_HOME

    In the cshrc file, input:

    setenv AC_SERVER_HOME /export/home/actuate/AcServer

  2. Insert the UNIX_OS Server Programs, Siebel Enterprise Server, Base CD-ROM into the CD-ROM drive.

    3. Where:

    UNIX_OS indicates the type of UNIX being installed

  3. Navigate to the ses directory.
  4. To start the SES installer process enter the following command:

    5. ./setupUNIX_OS

    Where:

    UNIX_OS indicates the type of UNIX being installed

    The Installer Welcome window appears.

    Click Next.

  5. Verify the products to be installed and click Next.

    6. The Installer path screen appears.

  6. Enter the fully qualified path to the installation directory and click Next.

    7. The Installer product selection screen appears.

  7. Choose to install the Siebel Report Server Access and click Next.

    8. The Installer setup type screen appears.

  8. Choose the Typical setup option and click Next.

    9. The Installer language selection screen appears.

    NOTE:  There are three options (Typical, Compact, and Custom) available from the Setup Options screen. For the Siebel Reports Server, only Typical is a valid selection.

  9. Choose the languages to be installed and click Next.

    10. The Install Selected Language Packs screen appears.

    NOTE:  Additional languages can be installed at a later date, if desired. When installing languages at a later date, you must also reinstall any patches that have been run on the directory.

  10. Insert the appropriate language CD and navigate to the selected language. Clear the filter dialog to make sure that you can see the appropriate files. Navigate to ses/language/setup.jar

    11. Where:

    language = the Siebel code for the Language Pack you installed; for example, enu for U.S. English.

    NOTE:  If installing more than one language and both languages are on the same CD, you will not be prompted for the second language. If the languages are on different CDs, you will be prompted to change CDs.

    The Installer Language Pack progress screen appears. When the Language Pack has completed, you are prompted to change CDs.

  11. Clear the filter dialog to make sure that you can see the appropriate files and navigate to ses/setupUNIX_OS.

    12. Where:

    UNIX_OS indicates the type of UNIX being installed

    Click Next.

  12. The InstallShield Wizard Complete screen appears. Click Finish to complete the installation.

NOTE:  SIEBEL_HOME, SIEBEL_ROOT and SIEBEL_PLATFORM are no longer set as environment variables on the Reports Server host. As of Siebel 7, these variables are set in the rptsrvr.cfg file.

Postinstallation Tasks for the Siebel Report Server Access

After installing Siebel Report Server Access, you must perform the following tasks:

From here onward, refer to the Siebel Report Server Access installation directory (for example, /export/home/sea) as SIEBEL_RPT_SRVR_ROOT, the Actuate e.Reporting Server installation directory (for example, /export/home/actuate/AcServer) as AC_SERVER_HOME, the Actuate Active Portal installation directory (for example, /export/home/actuate/activeportal) as ACTIVEPORTAL_HOME, and Tomcat installation directory (for example, /export/home/actuate/jakarta-tomcat-4.0.2) as TOMCAT_HOME.

Importing the Siebel Report Files to the Report Encyclopedia

After you install Siebel Report Server Access, you must import the Siebel Report executables (the ROX files) to the Report Encyclopedia.

To import the Siebel Reports Server files

  1. Shut down the Actuate e.Reporting Server using the instructions in Administering Actuate e.Reporting System guide.

    2. This guide is available in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

  2. Navigate to ACTUATE_HOME/bin and at the command prompt, enter the following command:

    3. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/reports/volume

  3. From AC_SERVER_HOME/bin and at the command prompt, enter the following command:

    4. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports/LANGUAGE" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/ reports/language/volume

    Where:

    VOLUME_NAME = Name of the target volume.

    LANGUAGE = the Siebel code, in upper case, for the Language Pack you are installing for this server; for example, ENU for U.S. English

    language = the Siebel code, in lower case, for the Language Pack you are installing for this server; for example, enu for U.S. English

    If error messages appear, see Actuate's Administering Actuate e.Reporting System guide for troubleshooting procedures. This book is available in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

    NOTE:  If you are installing the Reports Server for use with Siebel Industry Applications (such as Siebel eFinance and Siebel eGovernment), you will need to complete Step 4 and Step 5 before proceeding to Step 6.

    If you are not installing a Siebel Industry application, you will proceed directly to Step 6.

  4. Navigate to AC_SERVER_HOME/bin and at the command prompt, enter the following command:

    5. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/reportssia/ volume_sia

  5. From AC_SERVER_HOME/bin and at the command prompt, enter the following command:

    6. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports/LANGUAGE" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/ reports/languagesia/volume_sia

    Where:

    VOLUME_NAME = Name of the target volume.

    LANGUAGE = the Siebel code, in upper case, for the Language Pack you are installing for this server; for example, ENU for U.S. English

    language = the Siebel code, in lower case, for the Language Pack you are installing for this server; for example, enu for U.S. English

    If error messages appear, see Actuate's Administering Actuate e.Reporting System guide for troubleshooting procedures. This book is available in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

  6. Start the Actuate e.Reporting Server by entering:

    7. AC_SERVER_HOME/bin/start_srvr.sh

Configuring Active Portal Template Files

The customized Siebel Active Portal templates will overwrite the ones installed with Actuate Active Portal.

To configure Active Portal Template files

  1. Navigate to ACTIVEPORTAL_HOME.
  2. Enter:

    3. uncompress -c SIEBEL_RPT_SRVR_ROOT/rptsrvr/rptcast/rptcast.tar.Z | tar xvf -

    NOTE:  The administrator should make sure that all users clear their browser cache after reloading the templates.

  3. Clear the Tomcat cache using the following instructions.
    1. Make sure that the environment variable JAVA_HOME is set and pointed to the Java/Software Development Kit (JDK/SDK) installation directory, for example, /usr/java.
    2. Stop Tomcat by entering:

    TOMCAT_HOME/bin/shutdown.sh

    1. Remove Tomcat cache by navigating to TOMCAT_HOME/work directory and at the command prompt enter:

    rm -r *

    1. Start Tomcat by entering:

    TOMCAT_HOME/bin/startup.sh

  4. Access the Active Portal login page by typing the URL
    http://activeportalmachinename:8080/acweb/login.jsp.

    5. Where:

    activeportalmachinename = the name of the machine where Actuate Active Portal is installed

    You should see the Siebel logo on the Actuate Active Portal login page.

Setting Up the Active Portal Security Extension Library

This library enables the Siebel Reports Server Single Sign-On, which allows users to view reports without having to manually log onto the Reports Server.

To set up the Active Portal Security Extension Library

  1. Navigate to the following location:

    2. ACTIVEPORTAL_HOME/WEB-INF/lib

  2. Enter:

    3. cp SIEBEL_RPT_SRVR_ROOT/rptsrvr/rptcast/siebel.jar .

  3. Navigate to the following location:

    4. TOMCAT_HOME/bin

  4. Enter:

    5. cp SIEBEL_RPT_SRVR_ROOT/rptsrvr/rptcast/libswewase.so .

  5. For AIX:
    1. Locate the file setclasspath.sh under AC_SERVER_HOME/actuate/jakarta-tomcat-4.0.2/bin.
    2. Search for JAVA_OPTS, and enter:

      3. -Djava.library.path=AC_SERVER_HOME/actuate/jakarta-tomcat-4.0.2/bin.

  6. Clear Tomcat cache using the instructions in Configuring Active Portal Template Files.

NOTE:  After setting up Active Portal Extension Library, you are no longer able to log into Active Portal by typing the URL http://ActuateHTTPServiceMachineName:ActuateHTTPServicePortNumber/acweb/login.jsp. The Actuate HTTP service port number is by default 8080.

Setting Actuate e.Reporting Server Parameters

Siebel Systems strongly recommends that the Reports Server administrator set the Actuate e.Reporting Server parameter ReportingServices - Number of Requests Before Recycling Processes to 100 to avoid memory leaks.

For instructions on how to modify this Actuate e.Reporting Server parameter, see the section titled "Setting advanced server properties" in Administering Actuate e.Reporting System guide. This guide is located in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

NOTE:  Find this and other parameters for the Actuate e.Reporting Server by opening the Actuate Management Console, logging into System Administration, selecting a Server, and selecting the Advanced tab.


 Siebel Reports Administration Guide, Version 7.5, Rev B 
 Published: 18 April 2003