Siebel Analytics Platform Installation and Configuration Guide > Installing Siebel Analytics Ancillary Client Programs > Roadmaps for Installing and Configuring the Advanced Reporting Edition >

Running the Advanced Reporting Edition Installer Under Windows


Operating System: Windows only.

This task is a step in the Installation Steps for Advanced Reporting Edition. The installation program for Siebel Analytics Advanced Reporting Edition is located on the Siebel Analytics DVD in the folder \Client_Ancillary.

NOTE:  If you deploy Actuate iServer and Actuate Active Portal on separate computers, you must run the Advanced Reporting Edition installer twice, that is, once for each computer running an Actuate product.

To run the Advanced Reporting Edition installation wizard under Windows

  1. If your deployment already includes installed Actuate components, make sure that the following Windows Services are running, or start them:
    • Actuate Process Management Daemon
    • Actuate HTTP Service

      NOTE:  Make sure your deployment of Actuate products is the correct version. For information about supported platforms, configurations, and limitations for Analytics Advanced Reporting Edition, see the Siebel System Requirements and Supported Platforms for Siebel Analytics release 7.8.4, available on SupportWeb.

  2. Access the Siebel_Analytics_Advanced_Reporting installation folder, and then run the program setup.exe.

    NOTE:  Be sure to run only the setup.exe program from the folder Siebel_Analytics_Advanced_Reporting, not from the other folders.

  3. Install Advanced Reporting Edition on the same machines on which iServer and Active Portal are installed.
  4. The installation wizard window appears and prompts you through each screen.

    The meanings and default for each screen and prompt for the Siebel Analytics Advanced Reporting Edition installation are listed in Table 34.

    NOTE:  The screens or prompts that are visible depend on your particular Actuate product deployment.

  5. Restart the computer for the installation to take effect.

    After restarting the computer, the Actuate components iServer and Active Portal run automatically as Windows Services:

    • iServer runs as Actuate Process Management Daemon
    • Active Portal runs as Actuate HTTP Service

Screens and Prompts for Installing Advanced Reporting Edition with Actuate iServer and Actuate Active Portal Under Windows

In this type of installation, Actuate iServer and Actuate Active Portal are installed, and Advanced Reporting Edition configures the Actuate components to work with Siebel Analytics. Table 34 lists the screens for this type of installation.

Provide the requested input for each screen. To continue to the next screen, click Next. To return to a previous screen, click Back.

Table 34. Windows Screens and Prompts—Advanced Reporting Edition with Actuate iServer and Actuate Active Portal
Screen
Your Action
Notes

Welcome

Click Next.

 

License Agreement

Select "I accept..." and click Next.

 

Select Product Configuration

Verify that the radio button selected is called Install Actuate iServer and Active Portal JSP and Advanced Reporting extensions for both (Default).

Click Next.

If you deploy Actuate iServer and Actuate Active Portal on separate computers, you must run the Advanced Reporting Edition installer twice—once for each server.

Confirm Actuate iServer Installation

Select the radio button called
Install Actuate iServer (Default).

Click Next.

Clicking Next starts the installation of Actuate iServer.

(Actuate) Welcome

Click Next.

The screen should say that the installation is for Actuate iServer.

(Actuate) License Agreement

Select "I accept..." and click Next.

 

(Actuate) Setup Type

Choose the Typical setup type and select the destination folder.

The Typical setup is recommended. If you select Custom, see the Actuate documentation on the Siebel Business Applications Third-Party Bookshelf.

(Actuate) License File Details

Specify the directory in which the Actuate iServer license file is located.

Click Next.

 

(Actuate) Locale Information

Accept the default, or select the language and time zone settings.

Click Next.

 

(Actuate) Specify Profiles

  • Accept or change the user name
  • Enter the user password
  • Check or uncheck the Services settings.

Click Next.

See the Actuate documentation for details.

(Actuate) Configure Actuate System Admin Password

Enter the password to be used by the Administrator who is to use iServer.

Click Next.

 

(Actuate) Start Copying Files

Review the iServer settings.

Click Next.

This is a text summary of all the choices made during the iServer installation process to this point. If one or more settings needs to be changed, click the Back button and change the setting for that screen.

(Actuate) Setup Status

 

A progress bar appears while the components you have selected are installed.

(Actuate) Setup.txt file

 

This file contains configuration instructions for iServer. Close the file when you are finished reading.

(Actuate) Summary of successful installation

Check or uncheck whether or not to view the ReadMe file.

Click Finish.

Clicking Finish returns to the Advanced Reporting Edition installer.

Information message

Click OK.

 

iServer Installation Directory

Specify the directory on which iServer components are installed.

Click Next.

Click Browse and establish the installation path.

Be sure to include \iServer in the path.

Installation Volume Name

Specify the iServer volume name. The default volume name is the same as the name of the machine on the network.

Click Next.

To locate the volume name, go to the Actuate root directory (for example, \Program Files\Actuate8) and, from the subdirectory \iServer\etc, open the file acserverconfig.xml. The Name attribute value for the XML element Volume is the volume name.

Confirm Actuate Active Portal Installation

Select the radio button called
Install Actuate Active Portal JSP (Default).

Click Next.

Clicking Next starts the installation of Actuate Active Portal.

(Actuate) Welcome

Click Next.

The screen should say that the installation is for Actuate Active Portal.

(Actuate) License Agreement

Select "I accept..." and click Next.

 

(Actuate) Setup Type

Choose the Typical setup type and select the destination folder.

The Typical setup is recommended.

If you select Custom, see the Actuate documentation on the Siebel Business Applications Third-Party Bookshelf.

(Actuate) Locale Information

Accept the default, or select the language and time zone settings.

Click Next.

 

(Actuate) HTTP Service Destination

Specify the directory on which Actuate HTTP Service is to be installed.

Click Next.

 

(Actuate) HTTP Service Information

The HTTP port which Actuate HTTP Service uses. The default is 8700.

Click Next to accept the default, or specify another port.

 

(Actuate) HTTP Service Account Name

Accept or change the user name and enter the user password.

Click Next.

See the Actuate documentation for details.

(Actuate) iServer Information

Specify the iServer host name and port number.

The host name is the same as the name of the machine on the network. The default port number is 8000.

Click Next.

 

(Actuate) Volume Name

Specify the iServer volume name to be used as the default volume name if no volume name is specified in a URL request. The volume name is the same as specified in the preceding screen.

Click Next.

See the Actuate documentation for details.

(Actuate) Start Copying Files

Review the Active Portal settings.

Click Next.

This is a text summary of all the choices made during the Active Portal installation process to this point. If one or more settings needs to be changed, click the Back button and change the setting for that screen.

(Actuate) Setup Status

 

A progress bar appears while the components you have selected are installed.

(Actuate) Summary of successful installation

Check or uncheck whether or not to view the ReadMe file.

Click Finish.

Clicking Finish returns to the Advanced Reporting Edition installer.

Information message

Click OK.

 

Active Portal Installation Directory

Specify the directory on which Active Portal components are installed.

Click Next.

Click Browse and establish the installation path.

Be sure to include \ActivePortalJSP in the path.

Confirm Product Configuration

Verify that the radio button selected is called Install Actuate iServer and Active Portal JSP and Advanced Reporting extensions for both (Default).

Click Next.

By default, the radio button selected is the same as that in the Select Product Configuration screen.

Summary Information

Click Next.

A list of the Advanced Reporting extensions, specified volume name, and the directory where they are to be installed.

Installing

 

A progress bar appears while the Advanced Reporting extensions are installed.

Summary of successful installation

Click Next, then click Finish.

Reboot the machine after the window closes.

Siebel Analytics Platform Installation and Configuration Guide