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Installing Siebel Smart Answer Server


The following are the required tasks for installing Oracle's Siebel Smart Answer Server.

To install the Siebel Smart Answer Server

  1. Unpack the Installation Package (SmartAnswerInstall.zip), located in the Smart_Answer directory.
  2. Run install.py in the extracted directory.
  3. Select language from the list.
  4. The main install screen appears providing the options described in the following table:
    Option
    Description

    Configure And Install

    Creates a new configuration for Siebel Smart Answer and installs the necessary software for Siebel Smart Answer Server.

    Install

    Installs Siebel Smart Answer Server from an existing configuration.

    Admin Tool

    Creates a distributable package for the Administrative Tool.

    Quit

    Exits the installer.

    NOTE:  Configuration will walk you through a number of screens asking you to enter in some information. After you have entered in the appropriate data, select Next to proceed. You may also select Previous at any point to go to the previous screen. On the final configuration screen you will be able to select Finish to start the installation process. At each step of the configuration process you will be asked to enter information. If the Installer thinks you may have entered incorrect information it will prompt you for a correction. Select Next when you have filled in all information on a screen to proceed to the next configuration step.

  5. Select Configure and Install.
  6. Choose an installation directory. The first item to configure is the location where the smart_answer_server directory will be created. This directory will store all of the Siebel Smart Answer Server software and data.
  7. Name the Master and Alternate servers. These are server host names which must be accessible from each other and also from the computer where the Siebel application is installed. Configuring an Alternate server is optional, but highly recommended for environments requiring uninterrupted service with high reliability.
  8. For best performance the Siebel server, Master server, and Alternate server must be installed and run on separate computers.
  9. Configure Smart Answer to send notifications. The Siebel Smart Answer Server can send email notifications to administrators whenever the Alternate or Master server becomes unreachable. To enable notifications you will need an SMTP mail server and an existing email address to send to. If your SMTP mail server requires authentication you will must specify this as well. To specify multiple addresses to send to, simply separate with a comma; that is, admin@mycompany.com, other@mycompany.com. Addresses can also be in the format Name [address]; that is, First Last admin@mycompany.com.
  10. Identify the Siebel Database. In order to keep the Siebel Smart Answer Server synchronized with Siebel, Siebel Smart Answer needs read access to the database that the Siebel application uses. Siebel Smart Answer will not insert data directly into the Siebel application; it will only read parts of the database to ensure the categories it is returning are up to date. Siebel Smart Answer supports synchronization with Microsoft SQL Server and Oracle.

    NOTE:  If using Oracle as the backend database, the database name is SIEBEL. It assumes the database name is dbo, for MSSQL. For information on modifying the defaults, see Configuring Siebel Smart Answer to Synchronize with Siebel Catalogs.

  11. Set the PostgreSQL database installation location (for example: C:\Program Files\PostgreSQL\8.3). Siebel Smart Answer Server uses the PostgreSQL database for storage. This is done to ensure performance of the Siebel application is not compromised by Siebel Smart Answer. No other configuration is needed beyond the default installation of the PostgreSQL database. After Siebel Smart Answer knows where the PostgreSQL database has been installed, the Siebel Smart Answer Server will handle all of the setup and administration of the database it uses.
  12. After you have completed all configuration steps, select Finish to start the installation process.

    A new window will pop up showing the progress of the installation. As a final step in the installation of the Siebel Smart Answer Server, the installer will create a Windows service Smart Answer Server - Master or (Smart Answer Server - Alternate if installing the Alternate server).

  13. Select OK and the main installation screen will be presented to you again.
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