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Installation and Setup Overview

The concepts and methodology for setting up Siebel Search on your system are discussed in this chapter. You must follow the procedures in order to properly set up Siebel Search on your system. These steps are listed below.

  1. Uninstall previous versions of Hummingbird SearchServer software (Windows only).

    2. Siebel Search 7 integrates with Hummingbird SearchServer 5.0. You must uninstall all previous versions of Hummingbird SearchServer software. See Upgrade Notes for Windows Users for instructions.

  2. Install Hummingbird SearchServer.

    3. This installation must take place on a designated Siebel Server machine. You must install Hummingbird before installing any Siebel Server software. Depending on your platform, see Installing Hummingbird SearchServer 5.0 Under Windows or Installing Hummingbird SearchServer 5.0 Under UNIX for installation instructions.

    NOTE:  If you are enabling Siebel Search capabilities for mobile clients, each mobile client machine must have Hummingbird software installed.

  3. Install Siebel Server software.

    4. You must install Siebel Server software on the same machine where Hummingbird was installed. This machine is your search server. Indices will be created and maintained on this machine. See Configuring Siebel Server as a Search Server Under Windows or Configuring Siebel Server as a Search Server Under UNIX depending on your platform.

    1. Set up an ODBC data source (Windows users with Oracle database).

      2. You must create an ODBC data source to create search indices when using Windows with an Oracle database. See Additional Steps for Oracle Database Users Under Windows.

    2. Set up DataDirect drivers (UNIX only).

      3. Hummingbird's Database Text Reader uses Merant's UNIX-based DataDirect ODBC driver. There are a number of configuration steps for setting up and configuring an OpenLink client. See Search Server Environment Variable Settings for instructions.

  4. Install a Hummingbird client connector (For Remote Searching only).

    5. The client connector gives users access to Hummingbird search capabilities from another machine. To enable remote searching, you must install a client connector on the machine you have designated as your search server.

    Depending on your platform, see Creating a Hummingbird Client Connector Under Windows, or Creating a DataDirect ODBC Datasource Under UNIX for instructions on setting up a client connector.

  5. Install Hummingbird SearchServer software on each mobile client that will be synchronizing the indices maintained on your search server (Mobile Client only).

    6. For installation instructions, see Installing Hummingbird SearchServer 5.0 Under Windows.

  6. Make sure mobile client machines have access to a Siebel Server to synchronize indices (Mobile Client only).

    7. For instructions on synchronizing mobile clients with a Siebel Server, see Setting Up for Mobile Client Searching Under Windows.

  7. Use Siebel Tools to perform any additional configuration or custom configuration on your search and advanced search operations.

    8. For instructions on configuring search operations with Siebel Tools, see Siebel Search Configuration Using Siebel Tools.

  8. Set up search settings and index settings.

    9. For instructions on setting up search settings and index settings, see Administration of Siebel Search.

  9. Build and maintain search indices.

    10. For instructions on building search indices, see Administration of Siebel Search.


 Siebel Search Administration Guide 
 Published: 19 June 2003