Siebel Marketing Guide > Initializing Siebel Marketing >

Siebel Marketing Initialization Checklist

You must perform several tasks before using Siebel Marketing to create single stage and multistage programs. Therefore, before using Siebel Marketing, complete the tasks in the following list in the sequence shown:

  1. Gateway Server and Siebel Server. Verify that the Siebel Gateway Server and the Siebel Server are running before you begin initialization.
  2. Define data source names. Create ODBC data source names for each data source used in Siebel Marketing using Defining Data Source Names.
  3. Make sure Siebel Marketing Server components are enabled. See Enabling Marketing Server Components.

    4. NOTE:  Your system administrator configures server components when setting up Siebel Communications Server. For information about this process, see Siebel Communications Server Administration Guide.

  4. Create a user name that uses the database tableowner login. See Verifying Create Table Privileges for the User Name Parameter.
  5. Stop and restart the Siebel Server. See Stopping and Restarting the Siebel Server.
  6. Verify the Page Size Parameter for DB2. See Verifying Database Page Size Parameter (DB2 Only).
  7. Create the Repository server. See Creating the Marketing Repository Server Definition.
  8. Verify the Wave Batch Size parameter. Configuring Wave Batch Size Parameter.
  9. Verify the Max EAI Records parameter. See Adjusting the Max EAI Records Parameter.
  10. Initialize multistage programs. Set up the tables and joins to initialize multistage programs using Initializing Multistage Programs.
  11. Set up Analytic Adapter Components. For instructions, see Setting Up Analytic Adapters.
  12. Revise and activate workflow processes. See Activating Workflow Processes.
  13. Enable auto-response creation in specified screens. For details, see Enabling Automatic Response for Opportunities and Orders.
  14. Set up users who launch campaigns, start a schedule, or reschedule a stage. For more information, see Adding a Position to the Marketing Administrators Access Group.
  15. Set up Target Group Segmentation. Perform tasks in Performing Setup Tasks for Target Group Segments and Setting Up Target Group Segmentation on a UNIX Platform.

 Siebel Marketing Guide 
 Published: 23 June 2003