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Doing Basic Configuration and Administrative Tasks

This topic describes how to do basic configuration and administrative tasks. It includes the following topics:

Logging In to the Siebel Server as an Administrator

This topic describes how to log in to the Siebel Server as an administrator.

Logging in to the Siebel Server as an administrator

  1. From the Windows Start menu, choose Programs.
  2. Choose the folder where you installed the Siebel application, such as Siebel8_home1_21105, and then choose Siebel Web Client version.

    where:

    • version is the version of Siebel CRM that is currently installed, such as 8.1.
  3. In the Siebel Web Client program group, choose a Siebel application, such as Siebel Sales - ENU.

    The Siebel application starts and a splash screen displays that prompts you for log in information.

  4. In the User ID and Password windows of the splash screen, enter log in information that provides administrator privileges, such as SADMIN.

    Administrator privileges provide access to administrative screens from the Site Map, such as the ability to manage server components, and so on.

  5. In the Connect to window, choose Server, and then click OK.

Logging in to the Local Database

To log in to the local database, you can use the Adaptive Server Anywhere utility.

To log in to the local database

  1. Log in to the Siebel Server with administrator privileges.

    For more information, see Logging In to the Siebel Server as an Administrator.

  2. Navigate to the Administration - Siebel Remote screen, and then the Mobile Clients view.
  3. In the Mobile Clients list, query the Mobile Clients field for the remote client.
  4. In the Additional Information field, click the select icon, and then query the Value field for the following value:

    RemLocSec:PlainKey

    The query results display the encryption key for the user. Make a note of this key.

  5. On the local computer, use Windows Explorer to navigate to the SIEBEL_CLIENT_ROOT\bin folder.

    where:

    • SIEBEL_CLIENT_ROOT is the folder where you installed the remote client. For example, c:\Siebel\8.1\Client_1_21105\bin.
  6. Right-click the dbisqlc.exe file, and then choose the Open menu item.
  7. In the Login tab of the Connect to Adaptive Server Anywhere dialog box, enter the User ID and Password for the local database.

    For more information, see Siebel CRM Version 8.0 Modifications to User IDs and Passwords for Local Databases

  8. Click the Database tab.
  9. In the Database File window, enter the path and name for the local database file. Use the following format:

    SIEBEL_CLIENT_ROOT\local\file name of the local database

    For example, c:\Siebel\8.1\Client_1_21105\local\sse_data.dbf

  10. In the Encryption key window, enter the encryption key that you retrieved in Step 4.
  11. Click OK.

    If the Interactive SQL application opens with the cursor active in the Command window, then you successfully logged in to the local database.

Siebel CRM Version 8.0 Modifications to User IDs and Passwords for Local Databases

Beginning with Siebel CRM version 8.0, the user ID is DBA and the password is SIEBEL12. If you did not modify the local database password in a version earlier than version 8.0, then the password is the same as the password that the user uses to initialize or synchronize the local database.

Making Advanced Server Parameters Visible

To modify a setting for an advanced server parameter, you must make sure that the Show Advanced Objects parameter of the Server Manager server component is set to True. The Show Advanced Objects parameter controls whether or not advanced objects are visible when you click Advanced in the Component Parameters list of the server component. The following are some of the advanced objects you can modify that Siebel Remote uses:

  • The Id Db Recreate parameter of the Transaction Router server component
  • The Static Port Number parameter of the Synchronization Manager server component
  • The Default Tasks parameter of the Replication Agent server component

To make advanced parameters visible

  1. Locate the record for the Server Manager server component.

    For more information, see Locating the Record for a Server Component.

  2. In the bottom applet, click the Parameters tab, and then query the Parameter field for Show Advanced Objects.
  3. Set the Value field to True.
  4. Restart the server.

Locating the Siebel Application Configuration File

This topic describes how to locate the Siebel application configuration file. For more information, see Modifying the Siebel Configuration File.

To locate the Siebel application configuration file

  1. Log in to the computer where you installed the Siebel Server.

    If you use a local database, then instead of logging in to the Siebel Server log in to the computer where you installed the Siebel application, such as Call Center.

  2. Open Windows explorer.
  3. Navigate to the language folder.
    • If you are on the Siebel Server, then navigate to the SIEBEL_ROOT\bin\language folder

      where

      language is the language code. For example, ENU.

    • If you are on the remote client, then navigate to the root folder on the remote client. For example, c:\Siebel\81\21031\MWC\BIN\ENU.
  4. Locate the configuration file.

    For example, uagent.cfg or siebel.cfg.

Locating the Record for a Server Component

This topic describes how to locate the record of a server component on the Siebel Server or the Siebel Enterprise Server.

To locate the record for a server component on the Siebel Server

  1. Log in to the Siebel Server with administrator privileges.

    For more information, see Logging In to the Siebel Server as an Administrator.

  2. Navigate to the Administration - Server Configuration screen, and then the Servers view.
  3. In the Siebel Servers list, query the Siebel Server field for the Siebel Server that you are configuring.
  4. In the Components list, query the Component field for the server component that you must modify or examine.

    After you locate the record, you can use the Events list and the Parameters list to view events and parameters that are configured for the server component. These lists are located at the bottom of the screen.

To locate the record for a server component on the Siebel Enterprise Server

  1. Log in to the Siebel Server with administrator privileges.

    For more information, see Logging In to the Siebel Server as an Administrator.

  2. Navigate to the Administration - Server Configuration screen, and then the Enterprises view.
  3. In the Enterprise Servers list, query the Enterprise Server field for the Siebel Server that you are configuring.
  4. In the Component Definition list, query the component field for the server component that you must modify or examine.
    
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