Siebel Analytics Installation and Configuration Guide


Introduction

Audience For This Guide

How This Guide Is Organized

Installation Options

Additional Documentation

Revision History


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Installing Siebel Analytics Software in the Windows Environment

Additional Requirements for Installing on Windows

Required Security Settings in Windows for Siebel Analytics Web

Upgrade Note On Siebel Analytics Server Client/Server Communication

Installing Siebel Analytics

Installing the Microsoft Data Access Components (MDAC)

Uninstalling or Upgrading Siebel Analytics Software

Running the Siebel Analytics Installer Under Windows

Installing the Siebel Data Warehouse

Checking the Installation Log Files

Choosing Your Siebel Analytics Repository

Post-Installer Tasks

Initializing the Installation

Process of Installing Siebel Analytics on Separate Machines on Windows

Installing Siebel Analytics on a Windows Web Server Machine

Installing Siebel Analytics on a Windows Siebel Analytics Server Machine

Configuring Oracle Databases for the Siebel Analytics Server Machine

About Updating Row Counts in Native Databases

Changing the Siebel Analytics Default ASP Page

Configuring IBM DB2 Connect for Queries on Siebel Analytics Server

A Note on Executable Files

Charting Image Server Installation and Configuration for Windows

Inserting Siebel Analytics Web License Keys

Configuring Microsoft Internet Information Server (IIS) for Siebel Analytics

Configuring Siebel Analytics for Apache Tomcat Server (Stand-Alone on Windows)

About Installing Apache Tomcat Server on Windows

Configuring the Apache Tomcat Web Server for Siebel Analytics Stand-Alone on Windows

Testing the Tomcat Web Server Installation on Windows

Siebel Analytics Scheduler Tables (Stand-Alone Only)

About Configuring Analytics Scheduler

About Analytics Scheduler Tables

Creating Database Tables for Siebel Analytics Scheduler

Updating the Scheduler Configuration

Changing the Account Under Which a Windows Service Runs

Notes on Dashboard Access

Siebel Analytics Applications Dashboard Access

Siebel Analytics Stand-Alone Dashboard Access

Troubleshooting the Siebel Analytics Installation on Windows


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Installing Siebel Analytics Software in the UNIX Environment

Supported Siebel Analytics Components

Installation Prerequisites—All UNIX Platforms

Installation Prerequisites for HP-UX

A Note on Beta Repositories

Installing and Configuring Siebel Analytics Components

Installing the Siebel Analytics Server

Changing the Environment Variables

After Installing the Siebel Analytics Server

Siebel Analytics Scheduler Tables (Stand-Alone Only)

Updating the Scheduler Configuration in UNIX

Starting and Shutting Down the Scheduler Process on UNIX

Configuring IBM DB2 Connect for Queries on Siebel Analytics Server

Post-Installation Requirements for Solaris

Post-Installation Requirements for IBM AIX

Post-Installation Requirements for HP-UX

Installing Siebel Analytics Web Under UNIX

Siebel Analytics Web Installation Prerequisites

Installing and Configuring Corda PopChart Image Server

Configuring Xvfb for Siebel Delivers

Installing Siebel Analytics Web Components

Stopping and Starting the Siebel Analytics Web Server on UNIX

Installing on Sun ONE Web Server on Solaris

Installing Siebel Analytics Web on WebSphere

Installing on Apache Tomcat Stand-Alone

Tools for Setting Up Basic Siebel Analytics Server Settings

Tools for the Standard Shell

Tools for the C Shell

Inserting Your Siebel Analytics Web License Keys

Server and Web Configuration Options

Configuration Options for the Siebel Analytics Server

Configuration Options for Siebel Analytics Web

Upgrading Your Previous Siebel Analytics Web Catalog

Troubleshooting the Siebel Analytics Installation on UNIX


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Installing the Siebel Analytics Cluster Server Feature

About the Siebel Analytics Cluster Controller Setup

Other Installation Requirements for the Cluster Server Feature

Process of Installing the Clustering Feature

Identifying the Clustering Components

Granting the Log On as a Service Right

Installing the Siebel Analytics Cluster

Configuring Clustered Servers and Cluster Controllers

Configuring Client Computers for Clustering


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NQSConfig.INI File Reference

About the Siebel Analytics Configuration File

Siebel Analytics Initialization File Parsing Rules

Siebel Analytics Configuration File Parameters and Syntax

Parameters in the Configuration File Repository Section

Parameters in the Configuration File Cache Section

Parameters in the Configuration File General Section

Parameters in the Configuration File Security Section

Parameters in the Configuration File Server Section

Parameters in the Configuration File Dynamic Library Section

Parameters in the Configuration File User Log Section

Parameters in the Configuration File Usage Tracking Section

Parameters in the Configuration File Optimization Flags Section


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NQClusterConfig.INI File Reference

About the Siebel Analytics Cluster Configuration File

Parameter and Syntax Descriptions in the Siebel Analytics Configuration File Cluster Section


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Siebel Analytics Applications Overview

Siebel Analytics Applications Installation Overview

Upgrading from Previous Versions of Siebel Data Warehouse

Updating Seed Data

Accessing Optional Analytics Applications


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Accessing Analytics Through Siebel Applications

Overview of Analytics Applications Configuration Tasks

Changing the Preconfigured Database Connections

Changing the Default DSNs

Changing the Database Type

Connection Pools

Updating Initialization Blocks

Stopping and Starting the Siebel Analytics Services When Importing a Repository

Creating a Dedicated Repository

Configuring Siebel Analytics to Work with Siebel Web Extension

Creating a Virtual IP Address for the Siebel Web Engine and Siebel Analytics Web

Testing the Virtual IP Configuration for Siebel Analytics and the SWE

Configuring Siebel Server to Work with Siebel Analytics ODBC on UNIX

Restarting the Servers

Completing the Initialization in the Siebel eBusiness Application

Using Analytics-to-Siebel eBusiness Application Action Links

About Siebel Analytics Action Links

About Action Links to Siebel Views Containing Single Quotation Marks

Testing Siebel Analytics Action Links


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Applications User Authentication and Security Setup

Introduction to Security

Levels of Security

User Authentication

Configuring LDAP Authentication

Configuring ADSI Authentication

Integrated Security for Responsibilities and Groups

Responsibilities and Access

Metadata Object Level—Repository Groups

Metadata Object Level—Web Catalog Groups

Data-Level Security

Implementing Data-Level Security in the Repository

Default Security Settings

Analytics Applications Specific Security Groups

Sales Analytics Security

ERM Analytics Security

Partner Relationship Management Security

Siebel Industry Applications Security

Consumer Sector Security

Communications, Media, and Energy (CME) Security

Financial Services Security

Life Sciences Security


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Siebel eBusiness Applications Metadata

Dashboard Content of Siebel eBusiness Applications Analytics

Configuring Siebel Applications For Attribute Analysis

Metadata Requirements For Siebel eBusiness Applications Analytics

Sales Analytics

Forecast Analytics

Configuring Forecast, Quota, and Actual Analytics

Currency Conversion

Performance

Workforce Analytics


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Siebel Industry Applications Analytics Metadata

About Siebel Industry Applications Analytics Metadata

Disabling the eFinance Logical Table Sources

Siebel eFinance Analytics

Consumer Sector

Communications, Media, and Energy (CME)

Life Sciences


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Internationalization Considerations

A Note on Unicode Support

Installing Localization Packs for Analytics

Changing Localization Variables in the Siebel Analytics Repository

About the WEBLANGUAGE Session Variable

Changing Configuration Settings for Japanese Localizations on AIX

Maintaining Translation Tables

Externalizing Metadata Strings

Web Catalog Strings


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Customizing a Siebel Analytics Application

Customizing the Analytics Content on the Siebel Operational Application Home Page

Adding Views for Custom Analytics Dashboards

Analytics Subject Areas for Siebel Operational Applications

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 Siebel Analytics Installation and Configuration Guide, Version 7.5.3, Rev. A 
 Published: 09 September 2004